Join Bonnie Biafore for an in-depth discussion in this video Importing data into new Project records, part of Advanced Microsoft Project.
- The great thing about importing data…is that you're in complete control over what data you import…and the Project Fields it imports too.…Say you received task and resource info from your team,…you can import that data into new records in a project file…in a jiffy.…Here, I have an Excel file with the information…that I got from my team.…On the first worksheet which is Tasks,…I have task information.…There are few columns of information,…we've got Task Name, Duration,…Work, Resources and Notes.…
The nice thing here is I have a header row…that gives me the name of what types of information…is in each column.…We can use that when we import the data.…The great thing about importing from Excel…is you can import from more than one worksheet at a time.…This file also has a Resources worksheet…and it's got information about…one of the resources that I want to import.…Let's go ahead and close this Excel Workbook…so we can import the data into our project file.…
The way you import into Project…is that you basically open up the file from within Project.…
Author
Bonnie Biafore
Updated
11/5/2015Released
5/14/2015Viewers will then learn how to customize fields and generate cool graphical and visual reports. Finally, the course shows how to share various customizations and configurations as well as best practices for managing multiple projects.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- Recalculating duration, work, and units for assignment changes
- Adding, removing, and replacing resources
- Defining part-time resources
- Setting cost rates
- Accounting for overtime costs
- Working with earned value
- Exchanging data with other programs
- Customizing fields and reports
- Sharing customizations
- Sharing resources and linking tasks between projects
Skill Level Intermediate
Duration
Views
-
Introduction
-
Welcome2m 1s
-
-
1. Options for Opening and Saving Project Files
-
2. Mastering Resource Assignments
-
Keeping task duration fixed3m 26s
-
Maintaining total task work3m 33s
-
3. Managing Project Costs
-
4. Working with Earned Value
-
5. Exchanging Data with Other Programs
-
Hyperlinking in Project6m 3s
-
-
6. Customizing Fields
-
Understanding custom fields3m 32s
-
Naming a custom field2m 35s
-
-
7. Customizing Graphical Reports
-
8. Customizing Visual Reports
-
9. Sharing Customizations
-
10. Working with Multiple Projects
-
Creating a master project4m 32s
-
Conclusion
-
Goodbye1m
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Importing data into new Project records