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Mapping from Excel to Project

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  • #410606 Reply

    When I am trying to import the data from an Excel sheet, using the Project Import Wizard, the fields do not show in the columns From Excel to Project Field. I can see the sheets in the file and select the sheet where the data is located, but do not see it in the mapping section. I am using Project 2016 and Excel 2016.

    #410620 Reply
    Sai Prasad
    • Community Leader
    • Forum Pro

    David – Please do the following checks
    1. If you are import new data, then have you selected “As a new project” in “Import Mode” step? If you are appending data to the existing plan, have you selected “Append data to the active project”? If you want to merge the data in the file with schedule data, then have you selected “Merge the data into the active project”?
    2. Assuming, you want to import new data then in Mapping Options step, have you selected “Tasks” / “Resources” / “Assignments” check boxes and checked “Import includes headers”?
    3. In the “Task Mapping” step (assuming you have checked Tasks in the previous step), selecting “Source worksheet name” will display the column names of the selected sheet in “Excel field” column

    #410631 Reply
    Katherine Shuler

    I actually do it backwards – this is my KISS method. Pretty foolproof and you can count on being able to import as long as you don’t add fields in the excel file. Actually, you can apply this technique for all kinds of software import/exports.
    Set up your Sample Project with the fields you are going to want to import; add one activity – “Sample” – and populate the fields with sample values/formats. Then you export to Excel using Sample project & your one activity. Save the map and use it to import Excel back into Project.

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