Linking to excel

Resolved · High Priority · Version 2010

Fri 25 Jul 2014, 08:40 Delegate Anjani said...

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?

Wed 30 Jul 2014, 10:31 Trainer Andrew said...

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.

Training courses

	98.7 % recommend us
	More live stats...

Training information:

MS Project tip:

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)
f. Select the New Group (Custom) and enter a name, by clicking the Rename button (below the list of tabs on the right hand side of the dialog box)
g. Add commands to your tab and group by locating them on the list on the right hand side (remembering that you can change the list using the drop down box at the top of the list of commands) and clicking the Add button between the two panes to add them to your tab and group
h. You can rearrange the commands in your group, the groups on any tab or the tabs, using the up and down arrow buttons beside the list of tabs.
i. Click OK to apply your changes

View all MS Project hints and tips