Create a schedule by pasting from Microsoft Access

STEP 1: Copy columns from your Microsoft Access database onto the clipboard

  1. Highlight the information (in Access) you want to paste into Milestones Professional.
  2. Choose Edit | Copy in Access.


    The picture on the right shows Excel, but the same process is used in Microsoft Access

STEP 2: Import the columns into your Milestones Professional schedule

 
NOTE: It's best to first format your blank Milestones Professional schedule to match the number of columns you are importing. For example, if the database has a Task field, then create a Task column in Milestones before you import.
 
  1. Choose File | Import Data | Custom Import From Clipboard.
  2. In the Import: Custom Format dialog box, match fields from the Access database (on the left) to fields in the Milestones schedule (on the right).
  3. Under Current Filter Name, enter a "filter" name to save these settings. Choose Save Settings.
  4. Re-use these settings in future imports by choosing Retrieve Settings.
  5. Check Append Imported Data to add the data to the end of an existing schedule.
  6. Choose Continue Import Using Current Filter.
 

Mapping Access fields to Milestones fields

  • Designate where Access data should be placed in Milestones by clicking once on a field on the left (Access) and then once on a field on the right (Milestones).
  • A connecting line appears to show the field "mapping."
  • Double-click a field on the right to remove a mapping line.
  • The field names on the left are derived from row 1 of the Access fields. These will be imported, but can be quickly deleted after importing.
  • Milestones columns are numbered 1 to 10 on the left side of the schedule, with column 10 being closest to the timeline area. In the sample schedule below, "End" is column 10, "Start" is column 9, and "Project/Phase" is column 8.
  • Milestones columns are numbered 11 to 20 on the right side of the schedule, with column 11 being closest to the timeline area.
  • For mapping multiple start and end dates per task line, map the first set of dates to Task_1_Start_Date and Task_1_End_Date; map the next set of dates to Task_2_Start_Date and Task_2_End_Date, and so forth.
  • Map multiple milestone dates to Milestone_Date_1, Milestone_Date_2, etc.
 
This schedule is the result of the imported data.