MS Project Tip - Import Tasks from Excel

Often, there are multiple people who have to give input on planning a project. You can make the process easier by having each member enter their tasks into Excel, merging the lists, and importing the list into Project.

Step 1 - Enter the task lists into Excel.

• Click the Microsoft Office button and click New.
• In the New Workbook window, click Installed Templates.
• Choose Microsoft Project Task List and then Create.
• Send the task list to the members of your team, and have each member create their tasks. Make sure they enter valid information in each column.
• When you receive the information, combine the sheets and organize the tasks.
• Save the file as an Excel 97-2003 workbook.

Step 2 - Import the Excel task list into MS Project

• Open MS Project.
• Open the project plan.
• On the Standard toolbar, click Open, and open the Excel workbook. (You may have to change the file type to 97-2003).
• The Import Wizard box will pop up.
• In the Data type screen, select Project Excel template and click Next.
• In the Import Mode section, choose one of the following 3 options.
• Import as new project.
• Add tasks to the end of current file.
• Insert the imported tasks somewhere in the Project task list.

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