In this tutorial John Riopel explains how to import resources into an active project using a import map, along with additional data field mapping necessary for managing budget-constrained project resources.
- Now that we've created our custom columns…in our project file, we want to add in the resources…to map up with those custom columns and additional data.…And to save time, we're going to import our file…from an Excel file in your Exercise Folder.…So, we'll go to the File menu and select Open.…We'll go to Computer…and our Exercise Files folder.…We need to change the type of files.…Since this was an excel export, we'll select All Files…or you could even select Excel Workbook…since we know it's an Excel file.…
There's our Resources file.…That's the one we want to import our data from…so we'll select Open.…It's going to bring us to the Import Wizard…which will allow us to map the project file fields…into the Excel columns so we'll select next.…We'll select to use a New map so that we can do that mapping…so we'll press Next again.…Since we currently have an active project…that we're utilizing to capture all this information…and we want to adjust the append the resource to it,…we'll select the Append the data to the active project…
Note: This course was designed in collaboration with author Bonnie Biafore.
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- Setting up budget resource costs
- Setting up rate tables
- Creating budget resources
- Entering values for budget cost and work and expense resources
- Comparing costs to budget values
- Reviewing costs
- Managing and reducing project costs
- Adding actual costs