linking excel

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Forum home » Delegate support and help forum » Microsoft Project Training and help » Linking to excel

Linking to excel

resolvedResolved · High Priority · Version 2010

Anjani has attended:
Project Intermediate course

Linking to excel

I understand you that you are able to link excel and MS project, and our trainer explained that this can be done, and explained how to take information from excel and have that fed into MS project 2010. What I wanted was to create a project, and then when clicking on the task for example, it opens an excel (2007) spreadsheet table to give more information about that task which can be updated so gives more information about what stage that particular task is in. Is this possible?

RE: Linking to excel

Hi Anjani

Thank you for your question. You can make a link from a task to a document or web page. Just click on the task in question then hold down the Control key and tap the K key. A dialogue box will appear allowing you to choose your link destination.

Once added MS Project will display a globe symbol in the Indicator Column. Double clicking this icon will open the linked document or web page.

You can also create and follow hyperlinks by right clicking on a task.

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

Kind regards,
Andrew

Wed 6 Aug 2014: Automatically marked as resolved.

 

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Create own ribbon tab - Project 2010

a. In Project click on the File tab
b. Select Options from left hand side
c. Choose the Customize Ribbon section
d. Click the New Tab button (below the list of tabs on the right hand side of the dialog box)
e. Select the New Tab (Custom) and enter a name, by clicking the Rename button (below the list of tabs on the right hand side of the dialog box)
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i. Click OK to apply your changes

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