I am curious if there is a way to integrate a project plan with Excel. The
intent is to maintain a task list with milestones for all projects for each
team member to get a better snapshot of who has done what over the past
week/month/quarter and also current workload and then also be able to export
some of this data to MS Project to create a project plan.

I would appreciate any help or leads.

Thanks.

I don't work with Project but I have Project 2003 installed.

I opened it and typed "excel" into help and found out you can link a project to
Excel data and export Project data to Excel.

See also the help items on linking and embedding objects from Project to other
Applications.


Gord Dibben MS Excel MVP

On Fri, 29 Dec 2006 15:47:00 -0800, OfficeGreenBean
wrote:

I am curious if there is a way to integrate a project plan with Excel. The
intent is to maintain a task list with milestones for all projects for each
team member to get a better snapshot of who has done what over the past
week/month/quarter and also current workload and then also be able to export
some of this data to MS Project to create a project plan.

I would appreciate any help or leads.

Thanks.

I've done a few Excel/Project cross programming applications. If you provide
a few more details about what specific objects/values in Project you want to
sync up with what specific objects/values in Excel, and what versions of
Excel and Project you're using, you'll probably get a good answer.

The short answer is "Yes, it can be done, and it isn't very difficult."


--
Cordially,
Chip Pearson
Microsoft MVP - Excel
Pearson Software Consulting, LLC
www.cpearson.com
(email address is on the web site)



"OfficeGreenBean" wrote in
message ...
I am curious if there is a way to integrate a project plan with Excel. The
intent is to maintain a task list with milestones for all projects for
each
team member to get a better snapshot of who has done what over the past
week/month/quarter and also current workload and then also be able to
export
some of this data to MS Project to create a project plan.

I would appreciate any help or leads.

Thanks.

I am glad to know that it can be done and it is not difficult

Office Version - MS Excel 2007 and MS Project 2007; OS - Windows Vista

Problem space

How to get a quick snapshot for the entire team:
€¢ Status Report
—‹ Which specific task each team member is working on
—‹ Which project each team member is working on
€¢ Capacity Planning
—‹ What is the current work load amongst team member
—‹ If we get new project does the team has the capacity to take on new work
€¢ Tasks/Milestones
—‹ Tasks completed in the last week
—‹ Milestones completed in the last week
—‹ Projects worked on and projects completed in last quarter

My initial thought is either:
(a) To create a SHARED Excel template that the entire team can use to enter
the information. To EXPORT some of this information into a project plan

Or,
(b) Use the project plan that each team member already creates and IMPORT
into Excel. Compile this information and somehow derive Status, Capacity and
tracking out of this information in more presentable fashion.

What I am not sure is if Plan (a) is feasible or Plan (b). I need some
initial direction so that I don't start on a wrong foot in creating this
Excel/Project app.

Thanks.

"Chip Pearson" wrote:

I've done a few Excel/Project cross programming applications. If you provide
a few more details about what specific objects/values in Project you want to
sync up with what specific objects/values in Excel, and what versions of
Excel and Project you're using, you'll probably get a good answer.

The short answer is "Yes, it can be done, and it isn't very difficult."


--
Cordially,
Chip Pearson
Microsoft MVP - Excel
Pearson Software Consulting, LLC
www.cpearson.com
(email address is on the web site)



"OfficeGreenBean" wrote in
message ...
I am curious if there is a way to integrate a project plan with Excel. The
intent is to maintain a task list with milestones for all projects for
each
team member to get a better snapshot of who has done what over the past
week/month/quarter and also current workload and then also be able to
export
some of this data to MS Project to create a project plan.

I would appreciate any help or leads.

Thanks.