Re: How do you import multiple resources from Excel to MS Project? by JulieS
JulieS
Mon Jun 12 19:04:47 CDT 2006
Hi JenB,
You're very welcome and thanks for the feedback.
The slight variance you are seeing may likely be due to rounding in
Project. I frequently see that if I export data out to Excel and then
perform mathematical calculations the data is very slightly different.
I hope this helps. Let us know how you get along.
Julie
"JenB" <jennifer.beilfuss@target.com> wrote in message
news:1149865950.718847.187920@i40g2000cwc.googlegroups.com...
> Hi Julie,
>
> Saving my project file as an Excel file was a huge help. Now I have
> all
> of my data organized just how project wants it.
>
> In my Excel file there are three tabs that contain the following
> information:
>
> Task: Name, Duration, Start
> Resource: Name
> Assignment: Task Name, Resource Name, Work, Actual Work
>
> Essentially, I will be updating this information on a weekly basis so
> it will not be just a "one-time" import. Tasks will be added,
> resources
> added, work modified, etc.
>
> Right now, I am merging in Task information (Name, Duration, Start)
> and
> Resources (Name), which seems to work perfectly. Then, a separate map
> appends in Assignments (Task Name, Resource Name, Work, Actual Work).
> All of the data looks good except the Work hours. They are just a
> little bit off. The Assignment Units and Actual Work hours are correct
> but not the Work hours.
>
> Any ideas?
>
> Thanks again for your quick assistance!!
>
> JenB
>
> JulieS wrote:
>> Hi JenB,
>>
>> Well, if it makes you feel any better, I've now been struggling with
>> this too! ;-)
>>
>> I was only able to get assignment data imported *consistently* by
>> taking
>> an existing blank project and saving the project as an Excel
>> template.
>> Then by reproducing the setup of the Excel file in a new file (same
>> headings, same Excel tab names) I was able to get the import of the
>> assignment data to work.
>>
>> I *think* I understand where a couple of your problems were coming
>> from
>> because I was able to reproduce the error you were seeing with more
>> than
>> one resource on a task, the actual work wasn't getting recorded. The
>> only fix I was reliably able to get was to:
>> 1) Repeat the name of the task for each assignment. In other words
>> if
>> Mary and Bob were both assigned to Task 1, in the Excel sheet with
>> assignments, repeat the Task 1 name on the row for Mary and for Bob.
>> 2) Don't try to give Project Actual and Remaining work. Give Project
>> Work, and % work complete. That will calculate the actual work.
>>
>> I hope this is helpful. Let us know how you get along.
>>
>> Julie
>>
>> "JenB" <jennifer.beilfuss@target.com> wrote in message
>> news:1149776546.947544.297660@y43g2000cwc.googlegroups.com...
>> > Hi Julie,
>> >
>> > This is how I have the data listed in Excel:
>> >
>> > Name Resource Name Work Actual Work
>> > Netscout Upgrades Saurer 222.25 40.25
>> > Smith 100 20
>> >
>> > I have tried putting commas inbetween (Saurer,Smith) but I haven't
>> > been
>> > able to get that to work yet (but perhaps I'm doing something
>> > goofy?).
>> >
>> > I need to be able to assign separate work hours to each resource on
>> > the
>> > task. I just don't know how to set-up my data in Excel to get this
>> > to
>> > work! I know how to do it in Project (double-click, assign
>> > resources,
>> > etc) but I need to be able to import all of this information
>> > instead
>> > of
>> > doing it manually...
>> >
>> > One more thing - in the preview pane of the Import Wizard, it looks
>> > exactly like how my data looks above; however, when I click
>> > "Finish"
>> > it
>> > only imports the first resource.....
>> >
>> > Thanks so much for the quick response!! I feel like I have been
>> > struggling with this for awhile.....
>> >
>> > JulieS wrote:
>> >> Hi JenB,
>> >>
>> >> How are your resources in the Excel file listed? I was just able
>> >> to
>> >> do
>> >> a fast test with multiple resources listed, separated by commas.
>> >> I
>> >> imported their names into the [Resource Names] field without
>> >> difficulty.
>> >>
>> >> I hope this helps.
>> >>
>> >> Julie
>> >> "JenB" <jennifer.beilfuss@target.com> wrote in message
>> >> news:1149709653.886101.299950@g10g2000cwb.googlegroups.com...
>> >> > Hi,
>> >> >
>> >> > I am trying to import tasks into Project 2003 with multiple
>> >> > resources
>> >> > assigned. I have a map that very successfully brings task name,
>> >> > start,
>> >> > and duration from Excel into my Project file. I have another map
>> >> > that
>> >> > adds in Resource Name, Work, and Actual Work. If I just have one
>> >> > resource per task, I don't have a problem; however, if I have
>> >> > two
>> >> > or
>> >> > more, it will only import the first resource and ignore the
>> >> > rest.
>> >> > Is
>> >> > there a way to do this? Thanks!
>> >> >
>> >
>