Create a schedule from an Excel Spreadsheet

Maybe you are keeping track of some of your project information in Excel and would like to get it into a nice looking schedule.  Step-by-step instructions are shown here.  Or, Watch a Movie.
 

STEP 1: Copy columns from your Microsoft Excel spreadsheet onto the clipboard

  
  1. Format the date columns in Excel to mm/dd/yy (or m/dd/yy or m/dd/yyyy). For settings other than English, choose the format with two digits for each, e.g. dd.mm.yy.
  2. Click and drag across the cells to highlight the cells you want to copy.

  3. Choose Edit | Copy in Excel.

 

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 spreadsheet has a Task column, then create a Task column in Milestones before you import.
  
  1. Choose File tab in the Import Options section choose Custom, then choose Custom Import From Clipboard.
  2. In the Import: Custom Format dialog box, match fields from the Excel file (on the left) to fields in the Milestones schedule (on the right).

  3. Under Current Filter Name, enter a 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 Excel fields to Milestones fields

Designate where Excel data should be placed in Milestones by clicking once on a field on the left (Excel) 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 Excel cells. 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.