Importing workplan from excel

[Atul]

I am having an issue brining in my workplan from excel into project so that
it formats correcly, does someone have documentation on how to do this?

 

[JulieS]

Hi Atul,

If you could give us some more information about what is not formatting
correctly perhaps we can be of more assistance.

Julie

 

[Atul]

I am not having any problems, partially because i have not started. I guess a
more precise question would be. Is there a workplan template in excel that I
can use so that it can transfer over to project seamlessly?

 

[JulieS]

Hi Atul,

I am not familiar with any workplan templates in Excel. If you have not
created the Excel file yet, why not just start by entering the data into
Project directly instead of entering in Excel and then importing?

Usually what I do if I have a plan from someone that was started in
Excel is:

1) Review the Excel file to determine what information has been entered.
Usually it is Task Name information, Work, or Duration, dates, and
occasionally resource information. You will need to know whether the
Excel data is task data, resource data, or assignment data.
2) Launch MS Project and open the Excel file. The Import Wizard will
start. You will then need to map the columns of data from Excel into
the appropriate fields in Project. For example: Task information from
Excel mapped to the [Name] field in project.

A word of caution about importing dates into the [Start] and [Finish]
fields. I would import estimates start and finish dates from an Excel
file into other date fields not directly into the Start and Finish
fields in Project. Once you get the data into Project, use the Project
Start date, calendar settings, durations and dependencies (predecessors
& successors) to have Project calculate the Start and Finish fields.

I hope this helps. Let us know how you get along.

Julie

 

[Jan M.]

Atul,

Let MS Project tell you how to do it:

1) Save an existing MS Project file as an excel file.
2) Build your importing template as per the exported file.

Jan M.

 

[Atul]

Thanks for the template.

It still doesnt serve what I want, if I could the template that I have made
in excel i would to make it easier, but it's confidential matter.

maybe I can show you a blank version if that's possible?

Thanks,
Atul

 

[Jan M.]

Unfortunately, it won't be possible for me to check your template.

Rereading your initial post, I'm not sure I undersood correctly what your
problem was: importing "data" from excel to MS Project or importing "formats".

Importing data from excel with the wizard: I can help you with if you
describe your problem more precisely.

Importing format: I don't know a way of doing that.

Jan M.