ERP Creation

[RandyK]

Does anyone know of a white paper or other documentation that instructs how
to create (or import) a new Enterprise Resource Pool from MS Excel?

 

[Gary L. Chefetz [MVP]]

Randy:

I suggest that you do not import resources directly from Excel. Instead,
stage your import in a project file. Use copy and paste to copy columns of
data from your spreadsheet. The advantages are two fold. 1) This allows you
to stage resource attributes for importing including custom fields and
outline codes. 2) It prevents bad characters from being imported into the
resource pool from Excel. Natively, Excel allows characters that Project
doesn't tolerate. If the data is happy and working in a local project file,
it's easier to import it.

 

[RandyK]

That makes sense, Gary. So then what I do is create a project and insert
columns that correspond to the ERP (Resource Group, Resource Names, etc...) -
then copy the columns from Excel into the project. Finally - copy that data
into the ERP and save it. Correct?
--
Randy

Randy:

I suggest that you do not import resources directly from Excel. Instead,
stage your import in a project file. Use copy and paste to copy columns of
data from your spreadsheet. The advantages are two fold. 1) This allows you
to stage resource attributes for importing including custom fields and
outline codes. 2) It prevents bad characters from being imported into the
resource pool from Excel. Natively, Excel allows characters that Project
doesn't tolerate. If the data is happy and working in a local project file,
it's easier to import it.

 

[Gary L. Chefetz [MVP]]

Copy from Excel for data that you can represent in Excel. For data that you
can't stage in Excel, such as Outline Codes, create them as local outline
codes in Project and attribute your resources in the source file. Then use
the Import wizard to import the resources into the ERP.

That makes sense, Gary. So then what I do is create a project and insert
columns that correspond to the ERP (Resource Group, Resource Names,
etc...) -
then copy the columns from Excel into the project. Finally - copy that
data
into the ERP and save it. Correct?