Import Assignments Using Excel

W

WorkingMan

I've exported the assignments from an existing schedule to Excel, this gives
me the proper structure; I've updated the hours leaving everything else
unchanged, and tried unsuccessfully to import the data back into MS Project
using WBS as the Merge Key. It doesn't work. What am I doing wrong? Thank
you.

The Excel export/import looks like this:

WBS Resource Work
1.2.1 Lead Engrg 10
1.2.2 Sr Engrg 20
1.2.3 Engrg B 30
 
J

JulieS

Hello WorkingMan,

I suggest exporting the assignment unique ID and then using that as the
merge key. The possible problem with using the WBS is if there are
multiple resources assigned to the task and you update several of the
same WBS, you may get inconsistent results.

Also, are you changing actual work or just the work value?

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project
 
A

Andrew Lavinsky

When you say, "doesn't work," what is the message you're getting?

I'll need to test this, but I'd be surprised if you can just enter work against
resources like that. The WBS code should refer to tasks - have you tried
importing the spreadsheet with task data - then letting it calculate resource
data for you?

- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm
 

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