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Project Server 2010 How to import Project and Task Data from excel RRS feed

  • Question

  • Hi,

    I am trying to import project & Task data from excel into Project Server 2010. Microsoft provides a tool to import projects only but I have not seen any for tasks. Copy and paste into tasks is ok for little data but I have multiple spreadsheets to import from. Is there a tool I can use?

    Monday, May 9, 2011 11:26 PM

Answers

  • Graham1135 --

    To import a task, resource, and assignment data from an Excel workbook, you can use the Import/Export Wizard in Microsoft Project 2010.  To use this Wizard, do the following:

    1.  Launch Microsoft Project 2010 and connect to Project Server.
    2.  Click File > Open.
    3.  In the Open dialog, navigate to the folder containing the Excel workbook you want to import into Microsoft Project.
    4.  In the lower right corner of the dialog, click the file type pick list and choose the "Excel Workbook" item on the list.
    5.  Select the Excel workbook whose data you want to import and then click the Open button.

    Microsoft Project 2010 will launch the Import/Export Wizard.  In this wizard, you will need to map the columns of data in your Excel workbook file with columns of data in Microsoft Project 2010.  At the conclusion of the process, the system will create the new project file for you.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, May 10, 2011 12:59 AM
    Moderator
  • Both Project Professional 2016 (msi version) and the desktop version provided as part of the O365 subscription (Click to Run or C2R) are the same product and both will work with Project Online, however the O365 subscription based one is updated regularly.  These updates are historically released as CUs and Service Packs for the MSI version.  So, your IT dept is right in most respects, but C2R is newer and has additional features (eg AGILE).

    Regarding import of Excel files, if you just have a list of tasks in Excel and some formatting, the good old cut and paste from Excel into MS Project often does the job.  Then use the features in MS Project to indent tasks, define dependencies, durations etc. Note that when pasting I typically have the default schedule mode set to Auto.  If I don't want to bring in formatting, paste into Notepad beforehand, or use the Clear All formatting button from MS Project (in the Editing group on the Task Tab).  

    Once the data is in MS Project, it can be saved to Project Server (assuming you are already connected to the PWA instance).


    Ben Howard [MVP] | web | blog | book | P2O

    Wednesday, December 6, 2017 8:41 AM
    Moderator

All replies

  • Graham1135 --

    To import a task, resource, and assignment data from an Excel workbook, you can use the Import/Export Wizard in Microsoft Project 2010.  To use this Wizard, do the following:

    1.  Launch Microsoft Project 2010 and connect to Project Server.
    2.  Click File > Open.
    3.  In the Open dialog, navigate to the folder containing the Excel workbook you want to import into Microsoft Project.
    4.  In the lower right corner of the dialog, click the file type pick list and choose the "Excel Workbook" item on the list.
    5.  Select the Excel workbook whose data you want to import and then click the Open button.

    Microsoft Project 2010 will launch the Import/Export Wizard.  In this wizard, you will need to map the columns of data in your Excel workbook file with columns of data in Microsoft Project 2010.  At the conclusion of the process, the system will create the new project file for you.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, May 10, 2011 12:59 AM
    Moderator
  • Hi Graham1135, you have written,"Microsoft provides a tool to import projects only". I need a tool to import projects from an excel sheet to Project Server 2010.  Can you recommend any?

    Thanks

    Wednesday, July 18, 2012 1:38 PM
  • onur.onal --
     
    The answer to your question is the same as the answer I gave to Graham1135.  You will need to use the Import/Export Wizard in Microsoft Project 2010 to import the project, including all tasks, resources, and assignments.  After doing so, you can save the project in the Project Server system.  Hope this helps.

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, July 18, 2012 2:59 PM
    Moderator
  • Hello Dave, 

    Thank your for the  previous reply. I wanted to ask a quick question , I now it will be a change of topic but hope you can help. I have sycnchronized users from Active Directory and now I want to set "user can be assigned as a resource" for 280 users. Is there a way doing this job in a bulk? 

    Thanks 

    Thursday, July 19, 2012 9:20 AM
  • onur.onal --
     
    I already answered this question in your latest post.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, July 19, 2012 10:28 AM
    Moderator
  • I have done this and have found no way to populate the tasks.  The Task name field is not an option in the destination column.

    I imported to the WBS field and then moved the contents to task name.  try it before giving advice.

    Someone told me that to do the import one has to use an Excel project import template in Excel.  have not tried it.

    The Help from Microsoft seems to be less than effective and frustrating as it gives misinformation, for example it says choose the Browse from the File menu, but there is no browse choice

    Tuesday, July 31, 2012 2:09 PM
  • George --
     
    The real name of the Task Name column is simply Name.  You have to use the Name column as the destination column in the Import Wizard.  You can determine the real name of any column in Microsoft Project by floating your mouse pointer over the column header.  In the resulting Tooltip, you will see the nick name for the column, if there is a nickname, and the real name of the column in parentheses.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, July 31, 2012 3:15 PM
    Moderator
  • Hi , 

    this discussion is so helpful, I'm so sorry to interrupt the discussion. but, I really need, an example of Archive and Publish Data base, to do some reporting test on Project Server 2010, thank you.

    Wednesday, August 1, 2012 10:17 AM
  • NIKRAJ --
     
    Please do not ask the same question over and over again, hoping for a different answer.  Several others have told you that you need to create one or more projects in Microsoft Project Professional 2010, to save them in Project Server, and then to publish them.  This will populate data in the Draft, Published, and Reporting databases.  Then run a backup of your current projects using the Administrative Backup feature in PWA.  This will populate the Archive database.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, August 1, 2012 12:40 PM
    Moderator
  • Dale,

    My company is looking to transition from desktop to online (cloud hosted). I have requested a desktop version of MS Project (Professional) be maintained so that I can build and use the full version of the software to maintain my project schedule (w all the features/widgets).

    For example, I am currently building a task list for a new project; it was built in Excel (because we do not have MS Project local) and is over 500 items long. I now need to create the full Project file; I want to import the Excel task list but cannot find the function that enables me to import directly to Project Online. Based on the forum feedback, it looks like the answer is "create projects in Microsoft Project Professional, save them in Project Online, and then to publish them" ... or ... build the tasks again (from scratch) in the online version.

    However, my IT department is saying that MS Project is the same as the Project Online (same features and capabilities); therefore, there is no need to maintain a local/desktop version AND the online version.

    Please clarify; who is correct/what is the correct method? Should my company maintain both a local version of MS Project AND Project Online ... or is Online the SAME?

    GHays


    Tuesday, December 5, 2017 5:37 PM
  • Both Project Professional 2016 (msi version) and the desktop version provided as part of the O365 subscription (Click to Run or C2R) are the same product and both will work with Project Online, however the O365 subscription based one is updated regularly.  These updates are historically released as CUs and Service Packs for the MSI version.  So, your IT dept is right in most respects, but C2R is newer and has additional features (eg AGILE).

    Regarding import of Excel files, if you just have a list of tasks in Excel and some formatting, the good old cut and paste from Excel into MS Project often does the job.  Then use the features in MS Project to indent tasks, define dependencies, durations etc. Note that when pasting I typically have the default schedule mode set to Auto.  If I don't want to bring in formatting, paste into Notepad beforehand, or use the Clear All formatting button from MS Project (in the Editing group on the Task Tab).  

    Once the data is in MS Project, it can be saved to Project Server (assuming you are already connected to the PWA instance).


    Ben Howard [MVP] | web | blog | book | P2O

    Wednesday, December 6, 2017 8:41 AM
    Moderator