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Export and Import Maps RRS feed

  • Question

  • Interesting question was put to me yesterday.

    If you export specific data to Excel from Project 2007 and then import it in to Project 2010 how do all the fields that were not imported but are associated with tasks get populated. I would assume that they would be populated with data in the same fashion that simply adding a task name entry in a blank task name cell in the Entry table in a Gantt Chart view populates all other values for the new task. My customers being database literate were uncomfortable with this rationale. Who is right in their view of this approach? 


    Dominic Moss MAPM Microsoft Certified Technology Specialist Wellingtone Ltd - Your Project Management Partner - Certified Microsoft Partner Specialising in EPM/PPM - Corporate Members of the Association for Project Management [APM] - Members of the Recruitment & Employment Confederation [REC] www.wellingtone.co.uk http://www.wellingtone.co.uk/blog Subscribe to The Wellingtone Project Management Newsletter Join the thousands of project management professionals who receive practical, straight forward advice, templates, tips and expert articles every month.

    Tuesday, February 7, 2012 10:27 AM

Answers

  • Dominic,

    Interesting question, but let me understand what you are saying more clearly.  You are asking, for example, what happens to task data, i.e. the "Work" field, when you export fields - other than the Work field - to an Excel file (from Project 2007) then import that Excel data data into Project 2010?

    If this is what you are asking, then the answer is simple.  In this example, the work data gets calculated when transferred over.  Lets say I have a file that has three tasks:

    Task Name Duration
    Task 1 1 day
    Task 2 3 days
    Task 3 4 days
    Task Name Duration Resource Names
    Task 1 1 day Gregg
    Task 2 3 days Dena[50%]
    Task 3 4 days Sam

    Task 2 has a person assigned at 50% Max Units, which means 12 hours of Work.  If I export only the Task Name, Duration and Resource Names fields, then import them into Project 2010, the Work gets calculated based on the "[50%]" notation at the end of the Resource's name.

    I am sure there are static (or entered) fields that would not get transferred over, but the calculated fields would calculate upon the import, based on the data available at the time.  Do you have a specific scenario in mind?


    Gregg D. Richie, PMP, MCTS; Author, Microsoft Project 2010, Microsoft Official Academic Course Series


    Tuesday, February 7, 2012 7:08 PM

All replies

  • Dominic,

    Interesting question, but let me understand what you are saying more clearly.  You are asking, for example, what happens to task data, i.e. the "Work" field, when you export fields - other than the Work field - to an Excel file (from Project 2007) then import that Excel data data into Project 2010?

    If this is what you are asking, then the answer is simple.  In this example, the work data gets calculated when transferred over.  Lets say I have a file that has three tasks:

    Task Name Duration
    Task 1 1 day
    Task 2 3 days
    Task 3 4 days
    Task Name Duration Resource Names
    Task 1 1 day Gregg
    Task 2 3 days Dena[50%]
    Task 3 4 days Sam

    Task 2 has a person assigned at 50% Max Units, which means 12 hours of Work.  If I export only the Task Name, Duration and Resource Names fields, then import them into Project 2010, the Work gets calculated based on the "[50%]" notation at the end of the Resource's name.

    I am sure there are static (or entered) fields that would not get transferred over, but the calculated fields would calculate upon the import, based on the data available at the time.  Do you have a specific scenario in mind?


    Gregg D. Richie, PMP, MCTS; Author, Microsoft Project 2010, Microsoft Official Academic Course Series


    Tuesday, February 7, 2012 7:08 PM
  • Gregg,

    You are correct in your interpretation of my question - your answer appears to verify my view that fields not imported but normally invested with values as a result of simply entering a tasks name would be updated in the same fashion as if entering new tasks when importing data from Excel. As you say static or blank fields would be unaffected but any field that calculates as a result of there being a duration would likely update in the normal fashion.


    Dominic Moss MAPM Microsoft Certified Technology Specialist Wellingtone Ltd - Your Project Management Partner - Certified Microsoft Partner Specialising in EPM/PPM - Corporate Members of the Association for Project Management [APM] - Members of the Recruitment & Employment Confederation [REC] www.wellingtone.co.uk http://www.wellingtone.co.uk/blog Subscribe to The Wellingtone Project Management Newsletter Join the thousands of project management professionals who receive practical, straight forward advice, templates, tips and expert articles every month.

    Tuesday, February 7, 2012 8:07 PM