importing project

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Importing to project

resolvedResolved · Low Priority · Version 2007

David has attended:
Project Introduction course

Importing to project

If you had indented tasks in excel, will they be imported as summary tasks

Edited on Fri 13 Feb 2009, 11:49

RE: Importing to project

Hi David

Thanks for your question. In short no, the import process doesn't automatically pick up on indents in Excel. The way to achieve this would be in Excel to create a column called Outline Level and use it to indicate how indented an item should be. For example the an Excel sheet with two columns

Column A:
Outline Level
=========
1
2
2
1
2

Column B:
Name
====
A summary
A sub task
Another sub task
A new summary
That also has a sub task

Will result in a plan that looks like this:

A summary
A sub task
Another sub task
A new summary
That also has a sub task

To import the sheet in Project choose File > Open and set the text type to Excel and follow the wizard.

I hope this helps - do let us know if you have any further questions.

Kind regards,
Andrew

Thu 19 Feb 2009: Automatically marked as resolved.


 

MS Project tip:

Keep constraining dates to a minimum

As far as possible avoid fixing the dates of your tasks. For example try to steer of clear dragging task bars in the Gantt chart to move them on the timeline or entering dates directly into the Start / Finish fields.

Date constraints such as these limit Microsoft Project's ability to automatically adjust your project whenever you add, remove or modify the duration of your tasks. Instead use the logic in your task dependencies that link your tasks to enable Project to calculate the start and finish dates for you.

View all MS Project hints and tips


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