OUTLINE CODE IMPORT FROM EXCEL

M

Marylou

Can you please tell me if there is a way to import outline codes from Excel
rather than retyping everything? Thanks
 
J

JulieS

Hello Marylou,

You can certainly import data from Excel into Project. Have you
tried importing the data into a spare outline code field or a
text field?

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
 
B

Barbara - Austria

Hi Marylou,

if Julie's suggestion doesn't work, you could try the following:
Transform your outline code to outline level within Excel. Copy/paste
this outline level to Text1. Let a Macro run:
Sub OLC()
Dim T As Task
For Each T In ActiveProject.Tasks
If Not T Is Nothing Then
T.OutlineLevel = T.Text1
End If
Next T
End Sub

Regards
Barbara


Am 27.02.2010 15:59, schrieb Marylou:
 
J

JulieS

Thanks Barbara,

I was unsure if Marylou meant outline *level* or outline code.
You are spot on, outline *levels* cannot be imported into Project
through a simple import and require code to actually "indent" the
task and create subtasks.

Julie
Project MVP

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

Barbara - Austria

Hi Julie,

perhaps you are right? Sorry!

I mixed up 'Outline Code' and 'Outline Number'. I am working on German
versions most of the time. So I interpreted Marylou's questions as
'Outline Number' (Just started English version now to get the correct
term ...)

So my post need to be read as: ... Transform your outline NUMBER to
outline level within Excel ...

If I need to prepare demos, our customers send quite often Excel sheets.
Since they always look different, I got tired of the steps I needed to
prepare them for a standard import. I am now working with some formulas
in excel, copy/paste and a few macros. (I don't need to take too much
care on durations for demo purposes - fortunately. It's more my way of
quick and dirty). Nevertheless, the posted macro does what it is
supposed to do.

Barbara

Am 27.02.2010 17:09, schrieb JulieS:
 
J

JulieS

No, don't apologize at all, Barbara. It's unclear from the
original post what MaryLou needed. You've given her a great
answer if she needed outline level changes :)

Julie
Project MVP

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

Marylou

Hello JulieS and Barbara
1 - Barbara thanks for the tip (I do this quite often) but did not know how
to write the macro - will definitely use this.
2 - Julie you are correct I need to know if I can import from Excel into
Outline codes Value and Description (currently I copy & paste from excel then
manually indent all the levels. Quite tedious. I know I can do this from
project to project.

Thanks Mary Lou
 
J

JulieS

Hello Marylou,

Sorry for the delay. I am guessing you have a custom outline
code with a lookup list with multiple levels?

To the best of my knowledge, while you can copy/paste, I don't
know of a way to do the indentation in the lookup list through an
import. I'm a bit confused because indenting tasks is an outline
level issue.

You note that you can copy the lookup list from project to
project. Have you considered copying the lookup list into
Global.mpt and then it is available in all project files?

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
 
B

Barbara - Austria

Hi Marylou,

back on my English system again. You can copy/paste from Excel if you
change 1 setting for your Outline code:
Tools -> Customize -> Fields...
Select your Outline code and click Lookup...
Define Code mask (important!)
Expand 'Data entry options'
Activate 'Allow additional items to be entered .....'
Close windows.
Now you can paste into your outline code column.
After that, you can deactivate 'Allow additional items to be .....' and
move your lookup table to any project you need.

I hope that I got your question this time?

Barbara

Am 01.03.2010 16:43, schrieb Marylou:
 

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