working with projects to generate a work order

[judy]

I work for an engineering firm. We design and manufacture conveyor systems.
We use Micro. Projects for our Matrixes. Matrixes are the spread sheets where
all the data is entered for the conveyor project. We use a template in Word
in order to create work orders. I have to re-type all the data from Projects,
into the macro in order to generate the work order. Is there a way to take
the data from one source and automatically create the work order?

 

[John]

I work for an engineering firm. We design and manufacture conveyor systems.
We use Micro. Projects for our Matrixes. Matrixes are the spread sheets where
all the data is entered for the conveyor project. We use a template in Word
in order to create work orders. I have to re-type all the data from Projects,
into the macro in order to generate the work order. Is there a way to take
the data from one source and automatically create the work order?

Judy,
The simple answer is yes. You mention something called "Micro" which I'm
not familiar with. You also mention something about a macro. If your are
referring to a VBA macro I don't quite understand what it is doing
because the normal reason for using VBA is to automate repetitive manual
processes to make them more reliable and efficient. In your case, a VBA
macro could be developed to take the data from Project and create the
work order directly in another application (e.g. Word, Excel, etc.).

If a fully automated macro is what you want and you already have some
VBA experience, you could develop the macro yourself. If you need
guidance in doing that, post to our sister newsgroup,
microsoft.public.project.developer. I or someone else will help you in
that forum (this newsgroup is normally devoted to general questions on
Project). If you do not have necessary VBA experience to develop the
macro, I or others could also help with that, although there may be a
fee involved.

John
Project MVP

 

[Dave]

I work for an engineering firm. We design and manufacture conveyor systems.
We use Micro. Projects for our Matrixes. Matrixes are the spread sheets where
all the data is entered for the conveyor project. We use a template in Word
in order to create work orders. I have to re-type all the data from Projects,
into the macro in order to generate the work order. Is there a way to take
the data from one source and automatically create the work order?

Yes, but we will need more information in order to ascertain how
difficult it is.

You shouldn't have to retype all the data from Project. You should be
be able to export it. I don't know the calculations you need to do but
one approach would be to export it as Excel this can be saved in a
format (CSV for example) which Word can open and you can apply
formatting if necessary to tabulate it. Your macro (possibly modified
to take account of information now appearing in different places) can
then act on this.

Depending on how complex the calculation your macro carries out is and
its nature, it may be possible to do the calculation directly in Project
using some spare fields.