merging info excel ms

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Merging info from excel to MS Projects

resolvedResolved · Urgent Priority · Version 2019

Amanda has attended:
Project Introduction course

Merging info from excel to MS Projects

Hi, the trainer we had mentioned that we would be able to merge the info i had already inputted into an excel Gantt project sheet into the MS Projects we now have but I am not sure how to go about this.

RE: Merging info from excel to MS Projects

Hi Amanda,

That's correct, it would be helpful to start with the import.
The steps from Microsoft will get you started

https://support.office.com/en-gb/article/import-excel-data-into-project-cb3fb91a-ad05-4506-b0af-8aa8b2247119

Once you've imported the data you should be able to apply the techniques you've learned during the Training course.

A copy and paste can sometimes work. Do keep in mind if you import from Excel it won't have the right relationships and you may have to make some of that again if you want Project to work correctly.

Frequently we'll come across the situation where users import the Tasks and recreate the links.

Do let us know if you need further help

Kind regards

Richard Bailey
Microsoft Certified Trainer

STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

Mon 30 Dec 2019: 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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