Create a schedule by pasting from Microsoft Access
STEP 1: Copy columns from your Microsoft Access database onto
Highlight the information (in
Access) you want to paste into Milestones Professional.
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
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.
Choose File | Import Data | Custom
Import From Clipboard.
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).
Under Current Filter Name, enter a
"filter" name to save these settings. Choose Save Settings.
Re-use these settings in future
imports by choosing Retrieve Settings.
Check Append Imported Data to add the
data to the end of an existing schedule.
Choose Continue Import Using Current
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
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.