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Ask the Expert: Import Excel Data into Project – Tips & Troubleshooting

MS Project’s import/export function is not as clear cut as it seems, but if you follow some of the tips below the procedure should work more smoothly for you. The design of the data, the wording of the Excel tabs, column headings, and options all need to be considered to have import/export working in a way that will allow you to achieve your goals.

The information below applies to MS Project 2010, 2013, 2016, and MS Project On-Line Import Wizard.

Options:

There are option settings and formatting in Excel that can inhibit the import function from working correctly. When the import doesn’t work, unfortunately, you will not see an error message. You will just notice that the import did not bring in the data. To ensure that the import works correctly, set the options as shown below. Once set, they will remain an MS Project setting regardless of the project you are working with.

Set the Legacy settings.

File → Options → Trust Center → Trust Center Settings → Legacy Formats → select the 3rd option as shown below.

You should note several things regarding data design of MS Project and how the import/export function works:

  • MS Project consists of three major sections of data (Task, Resources, and Assignments).
  • The Import can import only to one of the data areas at a time.
  • The Excel spreadsheet should be designed to only consist of data for import to Task, Resources, or Assignments.

FAQ:  Can I import resource work updates from Excel to MS Project?

No. To accomplish this type of import, the data needs to update all three data areas. Therefore, the import function is not designed to perform this type of update. Most solutions for this requirement are custom written. A web search should reveal several solutions.

Format of Excel file:

  • The Import Wizard will default to importing from Sheet1. If your data in the Excel file is contained in another sheet, you will need to adjust the import map to be aware of the data location.
  • In Excel, datasheet names and column header names must be one word without special characters. Underlines are the best characters to use. Spaces will not work in the name format. Short names work the best.
  • Selected columns may be imported and mapped to MS Project columns of like data format. For example, text to text, number to number, etc. Bring dates into date fields.
    Have a solid block of data without blank lines. The import wizard will stop at the first blank line.

The MS Project file:

  • Create any customized fields before starting the import process.
  • Make sure the customized fields are of the same data type as the fields that will be imported from Excel.
  • When possible, create the customized field names to match the names in the Excel file.
  • For Task imports, create a custom table in MS Project that mirrors the Excel table. Doing this will allow for a direct copy and paste of the data, and the import wizard will not be needed.

The Import Wizard:

Before you start the Import Wizard:

  • Be aware of which Excel file fields will be mapped to which MS Project file fields before starting the Import Wizard.
  • Not all fields must be imported from the Excel worksheet into MS Project. When an import map is created, you will have the opportunity to pick which fields you will import.
  • Make sure you know which Excel file tab names will be imported into which data areas within MS Project.
  • Know if your import file has column headers. If it does, you should indicate that information when creating the import map.
  • Blank lines in the Excel file will be imported as blank lines in the project file.
  • Start and Finish dates when imported into the Start and Finish fields in Project will create Start No Earlier Than or Finish No Earlier Than constraints for the tasks. Remember that indicating that a task is completed should be updated into the Actual Finish column.
  • If you will be using a previously created Import map, the map must reside in the Global.mpt file on the machine you are working on. If the map is not located within the Global.mpt file, the Import Wizard will not display the map as a selection choice. By default, Import Maps when created are added to the local Global.mpt. If you want the map to stay with the file, use the Organizer to copy the map into the global for the file.

Running the Import Wizard:

  • Open the file you would like to import the data into or create a blank file.
  • File → Open → Files of type → Excel workbook – Locate the file and click on it, Click on Open. The Import Wizard will start.
  • Click
  • If you have previously created a map, you can use the existing map. If this is a new import, select New Map.
  • Click
  • Select if the import will be bringing the data in a new file, appending an existing open file, or merging the data with existing data.
    • If you select “New Project” a new file will be opened using default option settings and default blank project file.
    • If you select “Append” the imported data will be placed at the end of the current open file.
    • If you select “Merge” a merge key must be contained in the MS Project file and in the imported Excel data. The merge key is one field and must be specified at the time the import map is created.

  • Click 
    Select data types:

    • Select whether the data will be directed toward Task, Resources, and/or Assignment data.
      One, two or all three may be selected, but each one will only import one sheet at a time.
    • Select whether the imported file has column headers.
      • If you have column headers in the Excel file, this information will be used to match field names from the import file to field names in the Project file. The header row will not be considered valid content data and will not be imported.
      • If the imported data does not contain headers, column positioning will be matched with the fields on the import map.

  • Click Next.
  • Select the source worksheet. Default is None or
    • If the sheet is recognized (ie: correct sheet name format), the data fields will appear with preview at the bottom of the view.
  • The left side of the view will have the fields in the imported file. Select field values on the right side of the view to map these values to the MS Project fields.
  • Click Next to save the new map OR click Finish to start the import.

  • If you selected Next, click on Save Map. You will be asked to assign the new map
    a name.
  • Click Save to save the map.
  • Click Finish to start the import.

If the import does not occur properly or at all, re-check that you’ve followed the tips above.

MS Project Export:

When a column with a symbol (like the Indicators column) is exported to Excel, the export will produce a numeric code and not the symbol you see in MS Project.

Using the import/export wizard will not maintain the WBS structure, but if you copy and paste a Task table from MS Project to Excel, the WBS structure will remain.

 


Related Content

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Articles:
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67 Comments
  1. Sai Prasad

    Excellent 🙂

    Reply
  2. Having a problem when importing from Excel 2010 to MS Proj 2010. Using the merge function to match excel row data to the specific MS Proj task then dump a number into a MS Proj field for that matched task. When importing an excel with multiple rows, if any of the excel number cells are left blank the import drops the number from the last excel row containing a number into the proj task fields for all proj tasks (regardless of the merge match) until the next excel row containing a non-blank number field is imported. The import will correctly update that proj number field and will continue to update correctly for all matched merge fields as long as the excel contains a non-blank corresponding nuber cell….otherwise it repeats the error. I remedy this by ensuring all excel number cells are populated for all rows but that takes additional time to do. Why doesn’t the import just leave the field blank if the corresponding merge matched excel field is blank like it does for all other field imports using merge?

    Reply
  3. Had other problems I tracked down to a Notes field import that exceeded 250 characters.

    Reply
  4. Hi Ellen,

    Can you help me? I’m importing from Excel to Project and one bit just doesn’t want to work! I am supplying a start date and an end date, but not duration. Project works out the duration just fine. However, my work column is not coming in, as Project seems to be making work what it thinks it should be (e.g. if duration is one day, work is 8 hours). Do you know of any way of stopping Project from filling in work from what it thinks and take the value from my import?

    (I am using manually scheduled tasks and fixed work.)

    Many thanks, James

    Reply
  5. My guess is that you are bringing in the resource names and creating an assignment which is calculating the work value. When you import the dates you are also creating a constraint on every task which is not recommended. Since you are bringing both the start and finish you probably have a finish no earlier constraint on each task. You should create your links and clear all of the constraints.

    Reply
  6. Hi Ellen,
    Why cannot I see my excel spreadsheet file name in “Source Worksheet Name” drop down list ?
    Could you please help me.

    Thanks
    Azeem

    Reply
  7. Hi Ellen,

    Using import wizard, I am able to import a simple spreadsheet into MS project 2010. However, when I am trying to import an excel spreadsheet with the first few rows of “header like info” i.e. important details about the project (project start and target end date, project name, confidential banner etc.)the tracking fields listed at row #10 [ID, task Name, start/end dates, resource etc]. do not show up. I mean “From: Excel” fields in picture above do not show any fields [I have multiple sheets and same for all).

    I know the workaround must is to remove the top header info rows and try to import, but i have to track in excel as not everyone has MS project and we may want to use, but on regular basis, we need to pass around the file for update and excel is the format required. I want to avoid repeating this every time.

    Is there any steps you can recommend?

    Regards,
    MP

    Reply
  8. HI Ellen, import wizard will not import my work hours. I have the original budget hours and remaining work hours that are not being brought in. I have imported the start and finish dates which I understand creates constraints. I want to use the gantt feature only to as a visual tool as this will not be maintained project but a weekly refreshed tool with excel data extracts taken from SQL data base. The “project” will always be a refreshed output. How can I show the work hours?` I am currently importing using CSV format.
    any ideas how I can overcome this issue?

    Reply
  9. The import wizard will only bring data into the 3 data tables separately and not combine the data across the tables. If you mean budget hours as baseline work this is a valid field to import as well as remaining work. I think the problem you are having is that you are trying to effect all 3 data tables with the import and it is not working for you. If you just import the summary data into the task data these fields should come in using the merge which will overwritten what was previously in the file.

    Reply
  10. I’ve been trying to import a spreadsheet from Excel in Project using the import wizaard. I can get all the way thru until it’s time to select the fields for mapping, and then none are recognized in the drop down. I’m working in 2010 versions of both, the Excel is not on a SharePoint. I’ve tried saving it as a lower version of Excel, or even as a comma delimited file but nothing is working. I’ve done this on a different computer, so I know it’s both doable and fairly easy. Is there an add-on we’re missing? Or is there something else that I’m not thinking about?

    Thanks!

    Reply
  11. I’m experiencing the same issues that Ade Fayemi above is, any direction would be greatly appreciated.

    Thanks

    Reply
  12. For Ade Fayemi and Glyn Hartwell:

    I had the same issue which ended up being the presence of “spaces” or “special characters” in my file, tab or header names. In earlier versions on Excel and Project, spaces were permitted, but it 2010 they are not and result in the wizard not seeing the data.

    Dave

    Reply
  13. I am having the following issue with my import:

    All data items are coming across fine except for “hours”. While I have a task with start, finish and many other attributes (including resource names) that import fine, when I have an actual hours value imported into either “work” or “remaining work”, it seems that the value is ignored. It “appears” that project is taking my start and finish dates and automatically setting the work to the standard hours for the calculated duration.

    This same format excel files imported into earlier version of Project did not seem to have this issue.

    Also note: I have set the project options so that task are “Fixed Duration” as well as trying the other task types, but nothing seems to impact the issue.

    Any help would be greatly appreciated.

    Reply
  14. Can I assume that you are doing a merge for your import? when you bring in the data make sure that there is not a value such as hrs. in the imported work field. this could result in the blank you are seeing.

    When you bring in the dates without the work, the calculation is kicking in and calculating the values for you. Fixed unit tasks will work better than fixed duration tasks for tracking.

    Try some of this. If it doesn’t work, I might have you send me the files so I can try a few things. Let me know. My direct email is ellen@lehnertcs.com.

    Reply
  15. I had the same question as Dave above. I am trying to import a range of time in which a task can be completed and mark the budgeted work time in the “work” field. When I import it is calculating 8 hrs and overriding what I have listed as the “work” time based on the range of dates I put in. Any help would be GREATLY appreciated.

    Reply
  16. The import only allows you to import the data into 1 of the 3 database sections. You are probably trying to import into the task side. The problem is that you need to import into both the task and the assignment side which is not a capability of MS Project import. You might have to find an add-on that could help you with this and I would not be surprised if it is costly.

    Reply
  17. When I import a list of tasks from Excel to Project, I use the merge option so it should recognise the name of the task and uptate the other fields like Work or Actual Work (my merge key is on the task name and they are identical). I have make it work perfectly in the past, but for some reason I ignore, it now update the only first task of the project and it duplicates all the subsequent tasks with the good values on Work and Actual Work.
    Need help on this, I want the import to recognise all the name of the tasks, not only the first one.

    Reply
  18. Hello Ellen…I understand how to copy from an Excel file to an MS Project file such that the Excel view is now in MS Project, and an Excel row is now a row in MS Project.

    However, I may (I say “may” because I have not yet studied how to import data from SharePoint into MS Project) need to use Excel as an intermediate step between a SharePoint list and MS Project (both 2013) and, more specifically, use a specific date info from the List to become my project’s end date.

    The list will have “end” dates for dozens of projects and my MS Project could be set-up as one file per project or one project file to hold all projects (p.s., the “end dates” will become my project’s not to exceed end date).

    Have you seen this done before?…any clues and suggestions will be much appreciated.

    Thank You,

    Reply
  19. Hi When importing update of actual work and remaining work projects adds the new information to the already exisiting i.e. a task had remaining work of two hours I ask the resource up update on excel to import it back in if the resource indicated that there is remaining work is 4 hrs, that is added to the two hours , I want to overwrite the the old information with the new is this possible?

    Thanks

    Reply
  20. Thanks Ellen, great tutorial!

    Just one question. Is the process different for importing efforts?

    I am trying to inject data (efforts expressed in hours) in the WORK field of MS Project, but have been unsuccesfull at every try.

    Would you have tips on this? What am I doing wrong?6

    Thanks 🙂

    Reply
  21. I need more information about what you are trying to do. You are trying to update the work field where and how?

    Reply
  22. Re Comment by James Wright on 02/27/2015 at 12:52 pm with import problems on start-finish; I had the same issue and found that the date format in my import-file had to precisely match the date format being used in ms-project. Otherwise the task names and other data come in but not dates. No error or warning messages generated.

    Reply
  23. If you bring in dates to the task table for the start and finish fields you will end up with a constraint on each task. Not a best practice.

    I have a client that had me create their import process and discovered that the format of the data from their system was not compatible with MS Project formats. We changed the format of the fields in Excel to match the field types on MS Project and then the import worked.

    Reply
  24. Ellen, I saw a series of posts where you were helping others with importing excel csv to ms project. I am having difficulty. If you have a moment to provide guidance, that would be amazing.

    Here is my problem (I have successfully imported tasks, start/finish, scheduled start/scheduled finish, actual start/actual finish – in other words, the task details):

    My import of resource assignments is producing unpredictable results:
    1. Not all resource assignments to a single task are being imported (oftentimes, just one. The others get eaten.)
    2. Those that do work, a percentage import different planned work number than what is on the import csv file.

    Any thoughts would be much appreciated.

    Reply
  25. Hello Ellen.
    Importing from Excel.
    Import map does not allow special characters so how do I import “% Complete” values?
    (so there is no doubt this is NOT about % Work Complete)
    Thanks.

    Reply
  26. I tried a few different options on this and I don’t think you can import %complete. Copy and paste didn’t work as well as the import wizard. This might not be something you can do.

    Reply
  27. For those having problems with import wizard not recognizing data fields in the data mapping screen:

    1. Make sure excel sheets are named “Sheet1”, “Sheet2” – and so on. If you have changed the names – rename it back.
    2. For me, on Project 2013 and 2016 both, having column headers with a space like this “Task Name” – worked perfectly fine.

    Reply
  28. Srikanth – the sheet name does not have to stay “Sheet1” etc. The key is that the sheet name is one word with no special characters. I have done a lot of these at all levels with different sheet names.

    There is also an option to import workbooks with or without column headers. The task name column is actually called Name in the MSP database. Task Name is just a display name for the column.

    I believe that Phil’s problem is the actual content of the column.

    Reply
  29. Hi Ellen,

    I am trying to import Start and Finish dates from Excel to Project 2010. I have formatted both columns and fields to date format, but in Project it shows as text. The project will updated thru import every week. I have set the task mode to “Manually Scheduled” and “Auto Scheduled”, but it makes no difference. Can you please help. Thanks, Roni

    Reply
  30. Importing dates into start and finish columns is really not a good idea. A constraint will be placed on each task and you are not letting MSP do what it does best which is to calculate the schedule. Manual or auto should not make a difference.

    If you are using the import for project updating, you should be importing the dates into the actual dates and not the planned dates.

    Reply
  31. Hi Ellen, I’m hoping you can help me. I’m trying to import/merge hours (task information) in the “Actual Work” column in Project 2010 from a csv file. The merge key columns are set to text format in both the csv and Project file. Here is the specific issue: the hours merge works fine when the merge key column is only numerical (six numbers), however in some cases it is alpha-numerical (one letter followed by 5 numbers). The hours values don’t populate for the alpha-numeric merge key.
    These identifier codes are produced by another database and pulled by MS Access to create the csv that is loaded to Project. I could remove the letter at the beginning of the code before saving the csv, but I was hoping not to have to do that step.
    Thanks for your help, in advance.
    N.

    Reply
  32. I’ve discovered today that the alpha-numeric codes are not a problem for the match, It’s the rollup lines that don’t populate with hours. Even if I deselect the roll-up option.

    Reply
  33. User having the Win 7 64 bit machine , he is using the MS project pro 2010 in the machine and now he has install the MS project pro 2013 on the same machine but the proper is that user is not able to use the template in the project 2013 it gives the error message ( some went wrong ) both the application are on the same machine project pro 2010 is working fine but project 2013 having this template issue , please suggest some solution for the issue

    Reply
  34. What is the specific issue he is having?

    Reply
  35. Hello, I am in process of Importing ms access data to ms project. ( ms access data comes from ERP system) My question is: after the import wizard and mapping is complete between ms access and ms project. Will the ms project file fetch and update its data from ms access database every time I open it? I.e realtime?

    I’m trying to use this to keep track of inventory/part status of machined parts per part operation entered into ERP system by shop personnel. Any suggestions would be great.

    Thanks

    Tom

    Reply
  36. Jigs Gaton

    great thread!

    Reply
  37. Hi – there is not a dynamic link after the import. So the import is a one time occurance and you would need to find a method for future updates.

    Reply
  38. Hi Ellen,
    I am importing Start and Finish date from Excel into my MS Project File but surprisingly I getting blank cells for these dates. I am using Unique ID as key merger and I have tried different formats of dates in Excel (text, date, long or short) but the result is the same.

    I will appreciate if you help me to sort out this frustrating issue.
    Thanks,

    Reply
  39. Ellen,

    Your replies have been very useful, and I’m hoping you’ll reply to my issue.

    I have many tasks in the schedule that needs resources of varying hours. I have created the resources already. When I try to import an excel sheet containing the Unique ID, Resource Unique ID, and Work, it all imports, but with one error. Only the last value in the work column in my Excel spreadsheet gets pulled over. So if I assign tasks for 100 Unique IDs, the Resources look correct, but they all reflect whatever the last value for Hours (i.e. Work).

    Thanks in advance!

    Reply
  40. Jay – importing can only be to the task table or to the resource table. what you are trying to do in import to the assignment table which is not a feature of MS Project. You might be able to purchase the code to do this from some MS Project vendors. Sorry to tell you this but it will explain why your import efforts are not working.

    Reply
  41. Hi Ellen,

    My issue is similar…but not quite identical to a few listed above.
    1. I created a “Master” project template with many extra Text# fields, custom settings, reports etc
    2. I Imported from Excel 100+ projects schedules (from 1 table combines all), saved the Map…it’s all good!

    I need to refresh this data on a regular basis…MS Project is only used for reporting…projects and tasks will be added and dropped.
    So far the only way I can make the refresh work is to delete all the Task rows in my Master project then Import “New from Excel workbook” using “Existing map” and “Append the data to the active project”.

    Here is my issue:
    All the data comes in perfectly EXCEPT the “Duration” and “Start” (Start Date) are blank (they came in when I initially created the Map the first time).
    Current solution:
    Manually Copy/Paste these 2 columns from Excel to MS Project

    I’m hoping you can help me with this?

    Warmest Regards

    Reply
  42. I am attempting to import an Excel project into MS Project and once I’ve mapped all the fields and click Finish, I receive the following error:

    The source worksheet name is required.
    One or more of the source worksheet name fields are blank. A worksheet name is required for importing data.

    I have one worksheet to import and for some reason it wants me to import 3?

    Reply
  43. Make sure the sheet name does not contain spaces or special characters. If it does, the sheet name is considered invalid.

    Reply
  44. Sounds like we can only import the excel values once, and they will not be dynamically changing (from excel to project, or via versa). Is there a way to linkage those values to make them interactive? Please let me know whether we can interactively change one that will be reflected on the other. Thank you.

    Reply
  45. Si Le – MS Project is really not designed to do this. Look into Project Server to have projects updated when resources enter time. Sorry.

    Reply
  46. I noticed your picture shows Start_Date mapped to Start but the Type=Text?

    I can’t import the dates from excel into Start in MSP – just blank after import. No matter what the cell format in Excel is set to (Date or Text).

    Reply
  47. It is really not recommended that dates are imported into MSP. If you import a start or finish date a constraint is placed on a task which can cause other problems. The Start date format when exported is a complete date including time. My experience has been if you want to import dates, import them to one of the free use date fields. I see that I have showed importing the Start-date but it is really not a good idea. Sorry if I have mislead you.

    Reply
  48. Importing dates into start and or finish fields will set a constraint on each task. this can cause a negative slack situation that could be a miscalculation of your schedule. If you bring in dates to actual finish the task will be marked completed on a specific date. If you are doing this because you want to calculate the dates and not have MS Project calculate the dates, it would be better to manage the project in Excel. The question is – what is the result you are looking for?

    I hope this helps.

    Reply
  49. Hi Ellen

    I nearly read all of your answers and I would appreciate if you could give me a reccomandation.

    I have the same problem like some of the other users; I would like to import work hours from Excel 2010 into MS Project 2013. After a lot of researching and testing I know now, that it seems not to be possible. It always imports only the last hour entry of the Excel-table with the assignements.

    Now my question is; do you have a solution that would work to import those information? I mean, I don’t have to import the hours, I could also make some calculation in Excel and then import other datas so that in MS Project the hours will be calculatet automatiqually and would show the same result, as my Excel-hour entries.

    So my situation is the following:
    1 MS Project file with different tasks, ressources and all of the ressources can work for all of the tasks.
    I have all the worked hours per user (ressource) and task in a separate Excel-file, as the user don’t have MS project.

    Any idea how to avoid the ‘not-working-hours-import’ ? is there maybe a simple vba-code?

    Thanks a lot and kind regards.

    Lucy

    Reply
  50. Ellen Lehnert

    Lucy – custom programming is the only way you will be able to get the import that you want to do. In MS Project there are 3 major parts to the database – tasks, resources & assignments. You can only import to 1 of the 3 parts. Your need is to import to all 3.

    The way to do this is to use either Project Server or Server through Project On line. If that is not possible, you should look into customized code to make this happen for you.

    Reply
  51. Hi Ellen, thank you very much for your answer. I now know that I don’t have to try with the standard import-Tools anymore. I will look for customized code.

    Do you know where I can find the correct methods to upen Ms Project from Excel via vba?
    I’m working with Excel 2016 and MS Project 2016 and on another workplace with Excel 2010 and MS Project 2013.
    Thank you so much and kind regards
    Lucy

    Reply
  52. Keep in mind that Project on-line and Project Server do this. The resources enter their own time and the PM approves it.

    There are a few sources that have the connector and I am not sure of the pricing. Googling for the connector I didn’t come up with much. could we take this discussion off-line? email me at ellen@lehnertcs.com. thanks.

    Reply
  53. Lucy – I can easily address your needs to import work automatically from Excel into MS Project.

    I see this topic time and time again. Just HOW do you get data into the Microsoft Project client, especially if you are porting from other systems like Primavera?

    One common method, is people will export, and use the MS Project Import Wizard. This is NOT the best approach. It will fail if:
    1) There is a bad format in the file
    2) Special characters are present – how will Microsoft know how to handle such things as ‘;/, etc that is stored at a task or in a comments area, when these are used to parse data.
    3) Issues with date formats

    So what is the best way?

    One of the best ways is to use Microsoft VBA to import the data. I do this all the time. Does not matter if you send me:
    1) Spreadsheet
    2) Text file (fixed, comma separated, etc)
    3) Database

    I can automatically process files and then
    1) Create project
    2) Create project from template
    3) Populate Project Level Fields
    4) Populate Task Level Fields
    5) Add resources (local or enterprise)
    6) Change resource Rates
    7) Assign resources to tasks
    8) Publish the project with or without a website.

    All of this can also be done with VSTO, which works as an add-in and uses Visual C# code.

    Both of these methods can be used to properly parse data, so special characters are never an issue.
    it can be done automatically – ie you drop a file off in a directory, and it can create your programs or projects

    I will be posting demos later on with a video so you can see the process in action.

    If you are seeking custom solutions, please contact me for an evaluation and a quote for a solution.

    Timothy Atwood
    630-287-1208
    timothy.atwood@gmail.com

    Reply
  54. Thank you for this “how-to” information. I’ve been frustrated by the difficulty of importing a plan from Excel to Project many times.

    Reply
  55. Does anyone know how to import excel data into “project” fields? From what I can see, the import wizard only allows the user to import data into resource, task or assignment fields. Am I missing something? I would like to find a way to import excel data into both enterprise and custom “project” type fields. I would appreciate any help. Thank you.

    Reply
  56. Very valuable information!

    I need to import tasks with predecessor connections. So far so good, MS Project import knows about those unique ID fields.

    Some of my tasks have multiple predecessors. I have now tried ; , | and many other separator characters, but so far no luck. MS Project always complains about a format error in the cell.

    Does anyone have a solution for this?

    Reply
  57. Hi Ellen,
    I would like to import tasks from Excel, but I don’t know how to classify the task (level like the summery, task, subtask,..) that after import in MS Project the level is already correct and I don’t have to manually shift left or right the tasks. Can you help me?
    Filip

    Reply
  58. The import can’t adjust tasks for WBS levels. What most people do is bring the tasks into the bottom of a schedule, move them into the correct locations and then manually adjust for the WBS level.

    Reply
  59. Hi Ellen,
    When i’m try to import the Resource, Tasks and Assignments as CSV. The MapEdit are usually a text import which is of maximum of 255 characters. If some of the fields (especially Notes) exceeds 255 characters are truncated while importing.
    Could you please suggest me a solution on how to import fields with more than 255 characters.
    Thanks.
    Andrea

    Reply
  60. Notes is a weird field. In reality Notes is 255 characters. Any extra goes into an overflow field that you can’t access. So for importing and exporting only 255 char. are allowed. The custom text fields are limited to 255 as well. I am not sure there is a solution for you. The only way to exceed the 255 limit is to enter the text through the Task Information box which can’t be done with an import. I hope this helps.

    Reply
  61. Thank you for the article.
    My question is, how can I change the Data Type, in order to choose something different than Text (ie. number)?
    Thank you very much,
    Jesus

    Reply
  62. Good Morning,

    Looking for some input on the trust center legacy settings that you display above as one of the things to check for to ensure excel will transmit data to project. However, I’m running MS Excel 2016 and have not come across the path you call out. Could you provide any info on whether the option was removed or relocated elsewhere under another setting category?

    (I still have one blank column “tasks” everything else comes over smooth and I’ve followed your input which has helped greatly! I think this trust center setting may be a cause of having the blank column.)

    Any help is greatly appreciated! Thank you!

    Reply
  63. The setting is in Project and not in Excel. If the setting is turned off, the import will not bring in anything to Project from Excel. The blank column could be that you are bringing in data of the wrong type for the field of that the column header has in improper Excel column heading.

    Hope this helps.

    Reply
  64. Hi Ellen, Thank you for your article. However, I want to know why MSP throws my finish dates off after using the wizard to import from an excel file. The program threw all my finish dates off by 1 day behind and I notice if I have a finish date that falls on a Monday (ex, 11/11/19), it throws it back to the subsequent Friday (11/8/19) i.e. by 3 days. Please how can i fix this issue. thanks.

    Reply
  65. Hello Ellen, Thank you for the detailed information. the predecessors always gives a wrong values. do you have any idea on how to fix it. Actually the predecessor was 4FS+2d but after import this will become 6FS+2d.
    However since no task is defined in uid 6, an empty task was introduced by MPP.
    your help would be greatly appreciated.
    Thanks
    Anand

    Reply
  66. Hello, Anand. if you are importing dates in the start and finish columns, that could adjust the schedule. During the import if data gets into the wrong columns it can also cause a problem.

    How are you getting the data into project – copy and paste or import map?

    Ellen Lehnert

    Reply
  67. Hello Ellen,
    Thank you so much for your reply.

    Yes, I do a CSV import using MapEdit.

    I confirm that the same Task.CSV import works using MPP wizard. I could see the Predecessor in Gant Chart as same as Task.Csv
    When I try exactly same using MapEdit (using VBA) gives the wrong value.

    Thanks in advance for your help.
    Anand

    Reply

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