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Create a schedule
from an Excel Spreadsheet
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This article refers to version 2008.
Click for Version 2006 |
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| 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. |
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STEP 1: Copy columns from
your Microsoft Excel spreadsheet onto the clipboard
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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.
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Click and drag across the
cells to highlight the cells you want to copy.
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Choose Edit | Copy in
Excel.
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STEP 2: Import the columns
into your Milestones Professional schedule
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| 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. |
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Choose File
tab in the Import
Options section choose Custom, then choose Custom Import From Clipboard.
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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).
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Under
Current Filter Name,
enter a name to save these settings. Choose Save
Settings.
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Re-use these settings in future imports by choosing
Retrieve Settings.
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Check Append Imported Data to add the data to the end
of an existing schedule.
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Choose Continue Import Using Current Filter.
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Mapping
Excel fields to Milestones fields
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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).
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A connecting line appears to
show the field "mapping."
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Double-click
a field on the right to remove a mapping line.
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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.
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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.
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Milestones columns
are numbered 11 to 20 on the right side of the schedule, with column
11 being closest to the timeline area.
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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.
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Map multiple milestone dates to
Milestone_Date_1, Milestone_Date_2, etc.
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This
schedule is the result of the imported data.
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