Import data from Excel with main tasks and subtasks
I'm new to MS Project and need help with importing data from Excel into Project 2000. The data consists of Work Request numbers, individual phase numbers for the Work Request, name of each phase, and (phase) start and end dates. I can open the Excel file in Project and map the fields, however, the data shows up as individual tasks. I need to have the Work Request number and project name be a main, or top-level, task, and the data related to the phases be sub-tasks. Here's an example of how the raw data appears in the Excel file: WorkReq# ProjectName Phase# PhaseName StartDate EndDate Note there's typically more than one phase per Work Request, just trying to keep it simple in the example. Is there a way to specify this within Project, or do I need to change the data layout in the Excel file? Any help, thoughts, etc is greatly appreciated!!!
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Utf
6/1/2010 4:11:01 PM
project
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Try adding a field to the Excel sheet called Outline Level. Populate it with 1,2,3 or 4 (or more) - then import into the corresponding Outline Level field in MS Project. ....or invest in the upgrade to MS Project 2010 and simply cut/paste it from Excel while retaining the outline structure. - Andrew Lavinsky Blog: http://blogs.catapultsystems.com/epm > I'm new to MS Project and need help with importing data from Excel > into Project 2000. The data consists of Work Request numbers, > individual phase numbers for the Work Request, name of each phase, and > (phase) start and end dates. > > I can open the Excel file in Project and map the fields, however, the > data shows up as individual tasks. I need to have the Work Request > number and project name be a main, or top-level, task, and the data > related to the phases be sub-tasks. > > Here's an example of how the raw data appears in the Excel file: > WorkReq# ProjectName > Phase# PhaseName StartDate EndDate > Note there's typically more than one phase per Work Request, just > trying to keep it simple in the example. > > Is there a way to specify this within Project, or do I need to change > the data layout in the Excel file? > > Any help, thoughts, etc is greatly appreciated!!! >
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Andrew
6/1/2010 4:25:30 PM
Hi Amy, Is the work request a project in itself or are you trying to combine multiple work requests into one project file? From your brief description, I'm not sure Project will suit what you need. If there are multiple steps to the "Phase" the start and end date for the phase is driven by the subtasks and you cannot specify the Phase start and end. You can import the other data, but importing dates into Project is going to create constraints which will, in turn, go a log way towards defeating using Project. If you want individual line items, consider creating the Excel file with data for each entity (Work Request) on a single row with the details underneath in another row. There are spare text fields you could import some of the additional information into. Please note, this newsgroup was slated to close on June 1. Please visit the forums: http://social.answers.microsoft.com/Forums/en-US/addbuz/threads or http://social.technet.microsoft.com/Forums/en-US/category/projectserver2010,projectprofessional2010 I hope this helps. Let us know how you get along. Julie Project MVP Visit http://project.mvps.org/ for the FAQs and additional information about Microsoft Project On 6/1/2010 12:11 PM, amycwhitfield wrote: > I'm new to MS Project and need help with importing data from Excel into > Project 2000. The data consists of Work Request numbers, individual phase > numbers for the Work Request, name of each phase, and (phase) start and end > dates. > > I can open the Excel file in Project and map the fields, however, the data > shows up as individual tasks. I need to have the Work Request number and > project name be a main, or top-level, task, and the data related to the > phases be sub-tasks. > > Here's an example of how the raw data appears in the Excel file: > WorkReq# ProjectName > Phase# PhaseName StartDate EndDate > > Note there's typically more than one phase per Work Request, just trying to > keep it simple in the example. > > Is there a way to specify this within Project, or do I need to change the > data layout in the Excel file? > > Any help, thoughts, etc is greatly appreciated!!!
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JulieS
6/1/2010 10:24:31 PM
Thank you both for your replies! Essentially each Work Request is considered it's own project and the phases for the Work Request is the breakdown of the work necessary to complete the entire Work Request. For example one Work Request is to renovate a specific building, and the various phases are: estimating, general construction, plumbing, electrical, painting, etc. Each phase has it's own start and finish date. My manager wants to see all the Work Requests, and phases, displayed in a Gantt chart to see where the Work Requests are overlapping regarding start and finish times in order to better allocate the resources. So I guess the answer to your question Julie is I'm trying to combine multiple work requests into one project file. The data is originally coming from a Crystal Report which does have a Gantt chart but isn't able to handle the large volume of data. My manager has been exporting the data to Excel and then doing a manual copy-paste to get it into Project. On average there's typically 50+ Work Requests with multiple phases per Work Request. I'd like to automate this process via a custom import map but can't seem to figure out how to set it up so that each work request appears as a summary task and the phases appear as sub-tasks. Presently when I import from Excel into Project both the Work Requests and related Phases all show up as individual tasks. I've been reading about Outline levels, codes, and WBS, but do not seem to be grasping how to make use of those concepts to achieve the above. Hope this makes a bit more sense. :-) Will this work if I create a WBS in Project and specify the Work Request number as Level 1 and the Phase number as Level 2? Also, I did see the note about this forum being closed on the 1st and will use the links provided for future questions. Thank you!
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Utf
6/2/2010 3:35:01 PM
It looks like Andrew's suggestion to add an 'Outline Level' field to the Excel file may be the solution I need. The Work Requests have a value of '1' and the phases have a value of '2' for the Outline Level in the Excel file. I created a custom import map in Project with the following fields: Outline Level, ID, Name, Start, and Finish. The 'ID' field corresponds to the Work Request or Phase number and the 'Name' field corresponds to the Work Request or Phase Title from the Excel file. Thus far everything is looking good. I'm going to send a copy of the Project file to my manager for review. Thank you both again so much for your help!!!
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Utf
6/2/2010 4:21:02 PM
Great, glad to hear you were able to work things through Amy. To answer your earlier question about where to go with future questions see the forums: http://social.technet.microsoft.com/Forums/en-US/category/projectserver2010,projectprofessional2010 Julie Project MVP Visit http://project.mvps.org/ for the FAQs and additional information about Microsoft Project On 6/2/2010 12:21 PM, amycwhitfield wrote: > It looks like Andrew's suggestion to add an 'Outline Level' field to the > Excel file may be the solution I need. > > The Work Requests have a value of '1' and the phases have a value of '2' for > the Outline Level in the Excel file. I created a custom import map in > Project with the following fields: Outline Level, ID, Name, Start, and > Finish. The 'ID' field corresponds to the Work Request or Phase number and > the 'Name' field corresponds to the Work Request or Phase Title from the > Excel file. > > Thus far everything is looking good. I'm going to send a copy of the > Project file to my manager for review. > > Thank you both again so much for your help!!! >
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JulieS
6/3/2010 10:00:18 AM
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I have a suite of Excel spreadsheets for the design of reinforced concrete that have been developed in Excel 2003. When loaded by Excel 2007, the numerous XY charts are not displaying correctly when series ranges are separated by commas (for example C21:W21,C36:W36). Only the part of the series before the first comma displays. When a very similar problem occurred some years ago with the release of a new version of Excel, MS prepared a fix/upgrade. -- Rod Webster FIStructE of Concrete Innovation & Design The problem seems to have been fixed by Excel 2007 SP2. - Jon ------- Jon Pelti...
Compare File Data ?
Is there any way to compare data in two Excel spreadsheets? Let's say I've got 10000 line items in one file and 9000 in another. I'd like to find out which 1000 items are missing from the one file. Assuming that I have a column with a primary key, is it possible to compare the two files? Thank you. Chip Pearson has lots of techniques to work with duplicates: http://www.cpearson.com/excel/duplicat.htm Erskin! wrote: > > Is there any way to compare data in two Excel spreadsheets? Let's say > I've got 10000 line items in one file and 9000 in another. I'd like ...
BROWSE AN IMAGE from hardisk an past to excel
my .xls must be simply a foto and a button "browse". I want that i can browse a photo from hardisk and, when i selected, it appear on document. Can you help me? thx Try this Disperso MyPath = "C:\" Change this to your path Sub test() Dim FName As Variant Dim wb As Workbook Dim MyPath As String Dim SaveDriveDir As String SaveDriveDir = CurDir MyPath = "C:\" ChDrive MyPath ChDir MyPath FName = Application.GetOpenFilename(filefilter:= _ "Pictures(*.jpg;*.gif;*.bmp...
how do I set up a chart using data ?
I am having trouble figuring out how to set up a chart using two different data types. I want to plot the sunrise and sunset as lines according to date. The area inbetween the two lines will be the total amount of sunlight in the day. Excel will not let me format the chart the way I imagine it to be (x-axis is date and y-axis is time). Suppose your dates are in col. A starting with A2, the sunrise times in B and the sunset times in C. Ensure A1 is empty (if it is not delete the current content and put it back later). This makes one of the steps below much simpler. Click anywhere in t...
DDE very slow with Excel 2002 repost
I have a DDE server app that my clients use to import data into Excel. After some of my clients upgraded to Excel 2002 & Windows XP I received numerous complaints about sevier performans deterioration. For example a spreadsheet with 150 DDE links used to update for 2-3 min with Excel 200 on Windows 2000. With Excel 2002 on Windows XP it take 15 to 20 min for the same spreadsheet !!! As they spent lots of money for the upgrade, everithing was blamed on my DDE server. I took some of their documents and made some test with different versions of Windows, Excel and OpenOffice 1.1. I o...
Odd issue with Excel
Hi, I am hoping some one else has seen this. My group at work recently upgrade to Office 2007 (approx 3 weeks) . We have been using a shared excel document on a share drive for about a year now. Since the upgrade we have had the file just disappear from the share drive. It has happened twice so far. We have to have some who has the work book up save it locally and then we need to move it back to the share. Has any one seen anything like this and do you know a fix. TIA ...