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Donge62's avatar
Donge62
Copper Contributor
Aug 09, 2023

Connector for importing financial data to Project Online

What are some ways to import financial data from financial systems to Project Online at the resource level via mapping or other mechanisms to avoid entering the data manually? 
Thanks, 

  • RodFromm's avatar
    RodFromm
    Steel Contributor
    Can you provide more information on where the financial data is stored? Also, unless there is good reason to import the data into MSP, you could use Power BI to pull the data, develop your reports and skip the import process.
    • Donge62's avatar
      Donge62
      Copper Contributor

      RodFromm  Thanks for the reply. The financial data is available in excel. It is important that expenses are documented within the task  and for the particular resource that they are incurred.  Currently, I enter the cost for each item purchased manually into the task. I am not very familiar with Power BI and how I can use it to achieve that.  

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