Distribute your Milestones schedule through Word, Excel, and more

Copy-and-paste a picture, embed, or link the schedule into Word or any Windows document
   
Milestones Professional Milestones Simplicity
Paste a picture of the schedule Paste a picture of the schedule
Embed the schedule Embed the schedule
Link the schedule Link the schedule
   
Should you paste, embed, or link?
     
Copy and paste a Milestones Simplicity schedule into a Word document
These instructions are for pasting a picture of the schedule into Word or any other Windows document, including Excel.  The recipient of the document will not be able to edit the schedule.
    
1. In Milestones Simplicity, choose Edit | Copy Schedule to Clipboard...and click OK.
     
2. In Word, choose Edit | Paste Special, then the following dialog box appears.
     
3. In the Paste Special dialog box, choose Paste | Picture, then click OK.
4. If you have more than one Milestones page, repeat for each page.  This repetition is necessary because you are "taking a picture" of each page of the schedule.
    

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For schedules that have numerous pages, consider creating a PDF or using the Internet Publishing feature, in order to quickly generate pictures of each Milestones page.
    
     
Embed a Milestones schedule into a Word document
Once you have embedded your schedule into Word (or any other application that supports OLE), you'll be able to make changes to your Milestones schedule from within Word.
    
1. In Milestones Simplicity, choose Edit | Copy Schedule to Clipboard...and click OK.
    
2. In Word, choose Edit | Paste Special, then the following dialog box appears.
    
3. In the Paste Special dialog box, click Paste.
4. Choose Milestones Simplicity Schedule Object, then click OK.
5. Close the Milestones schedule.
    
Result:  When you double-click on the embedded schedule, the schedule will open in Milestones Simplicity.
    
Upon pasting, the schedule size will match the Page Layout settings in Milestones.  Therefore, if the schedule is larger than the Word document, then the schedule will overflow off of the page.  You can click-and-drag the edges and corners to resize the schedule so that it fits on the page.
If you right-click while in Word and choose Paste, then the schedule's size will conform to fit in the allotted area.
Any changes made to a Milestones Simplicity schedule embedded in a Word document will not change the file of the schedule in Milestones Simplicity.  If you want to have the change occur in both the Word document and Milestones Simplicity file, you need to use linking.
     
Embed a schedule using drag and drop
Another way of embedding a Milestones Simplicity schedule into a Word document is to use the OLE Drag-and-Drop tool on the Milestones Simplicity toolbar.
    
1. Size the windows of both Milestones Simplicity and Word so you can see each program window on your screen.
2. Open the schedule you want to embed in your other document.
3. Click once on the OLE Drag-and-Drop icon on the Milestones toolbar.   
4. Move the mouse over to the Word document.
5. Click once within the Word document and the current schedule will be placed into the document as an OLE Milestones Simplicity Schedule.
     
     
Link a Milestones schedule into a Word document
The linking method differs from the embedding method. Instead of embedding the entire schedule, the Microsoft Word document contains a link to the schedule’s filename and location. If the schedule file (.MLS) is changed, it will be reflected on the linked schedule. Remember, however, that if you move a document containing links to other objects from your computer to another computer, you will need to re-link any linked documents. Embedding is a better choice if you want to keep your document portable.
    
1. In Milestones Simplicity, choose Edit | Copy Schedule to Clipboard...and click OK.
   
   
2. In Word, choose Edit | Paste Special, then the following dialog box appears.
   
   
3. In the Paste Special dialog box, click Paste Link. (If this option is not available, it is probably because the schedule was not saved prior to being copied to the clipboard. The schedule must be named for the Paste Link to work).
4. Choose Milestones Simplicity Schedule Object, then click OK.
5. Close the Milestones schedule.
    
Result:  When you double-click on the linked schedule, the schedule will open in Milestones Simplicity.  Any changes made to the Milestones schedule will appear in the linked schedule appearing in the Word document.  The changes only appear after you save and close the Milestones schedule.
    

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Upon pasting the link, the schedule size will match the Page Layout settings in Milestones.  Therefore, if the schedule is larger than the Word document, then the schedule will overflow off of the page.  You can click-and-drag the edges and corners to resize the schedule so that it fits on the page.
   
     
 
When Pasting a picture of the schedule into the document is the best option
This method copies a picture of the schedule only.
  • For presentation documents.
  • Share schedule with someone who does not have Milestones.
  • Neither need nor want the recipient to make changes. 
When Embedding the schedule in the document is the best option
Use embedding when you want to include the schedule in another document. The entire schedule, including the schedule’s data is embedded.  When you double-click on the embedded schedule, the schedule will open in Milestones Simplicity.  Changes in the schedule will not appear in the embedded schedule.
  • Need to "pack-up" the schedule (embed it in Word), take it to a meeting, and open it from within the Word document.  Does require that Milestones is installed on that computer.
  • E-mail a Word document containing the schedule and other information.  The recipient needs to open the schedule and make adjustments. Does require that Milestones is installed on that computer.
When Linking the schedule to the document is the best option
Use linking if you want to automatically update the linked schedule in the destination document when the schedule is updated. Linking is the best approach if you need to maintain the schedule separately from the document you are including it in. Remember, however, that if you move a document containing links to other objects from your computer to another computer, you will need to re-link any linked documents. Embedding is a better choice if you want to keep your document portable.
  • Schedule placed in a document that needs to be updated regularly.
  • Document with linked schedule does not need to be removed from current location.  If it does move, the link will be broken.