When the Open dialogue box appears, look over to bottom right, beyond the File Name space you’ll see Microsoft Project Files. Your next step is to open Project, go to its Backstage, and choose Open. I simply entered tasks, typed in names of staff who would need to carry them out, and estimated the dates. Be certain you have column headings on your worksheet.įor my project, I didn’t have a calendar at hand. You can copy and paste your data from the Excel worksheet that you want to import onto this worksheet. Do not edit this tab, as it contains template information that Project will access. The template will open to a worksheet with a tab that says Info_Table. Select the one called Microsoft Project Task List Import Template. To find it, open Excel, choose New in the Backstage area, and from your template choices choose Sample Templates. Most versions of Excel come with a special template so you can move data into Project. Below you’ll see my Excel worksheet as it initially appeared. I knocked out the logistics for a planned accreditation site visit using Excel and then I moved it into Project. Go ahead and make your initial task lists in Excel. If you fall into one of those categories, you can segue your way gently into using Project. Project is like a cake with too many colors used in the frosting.”

One company vice president said to me, “I just like Excel better. I know project managers who rarely call upon its accounting formulas some love it just for its ability to sort data and create charts. Right now you’re going to learn how to import Excel files into Microsoft Project 2010.įor many, Excel offers a wide range of features that work well in managing a project. There are so many views and charts and reports you will learn about as you use this software. If you are new to Project, I can assure you that you’ll still be learning about everything it can do for months to come. How to Import Excel Data into a Microsoft Access 2007 Table

How to import excel file in ms project