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linking excel

ResolvedVersion 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.

MS Project tip:

Link tasks using predecessor column - project

a. First, note ID number of the task you want to link to (predecessor). Then, in the predecessor column of the task you want to link to (successor), type the predecessor task's ID number.
b. The link will be a Finish to Start (the default type).
c. Or you can add in a code for a different relationship type
i. SS = Start to Start
ii. FF = Finish to Finish
iii. SF = Start to Finish
d. You don't have to type the task ID numbers in any specific order, but you must separate multiple tasks with commas.

View all MS Project hints and tips

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