Forum Discussion
Tahawai
Dec 20, 2023Copper Contributor
Importing Excel while maintainging Summary (Rollup) Tasks
Hi All Can I import Summary (Rollup) tasks to MS Project if the data is in Excel? I have an Excel spreadsheet - It's an output from a Builder's scheduling tool, it's not great, I won't name ...
Dec 20, 2023
Tahawai --
Yes, this is possible. What you will need to do is to add a column named Outline Level in the Excel workbook. If the summary tasks represent Phases, as you mention, then you should set the Outline Level value to 1 for those summary tasks. For the subtasks that appear below the summary task in question, set the Outline Level value to 2. Save those changes to the Excel workbook, and then you should be able to import those tasks from the workbook into your Microsoft Project schedule. Hope this helps.
Yes, this is possible. What you will need to do is to add a column named Outline Level in the Excel workbook. If the summary tasks represent Phases, as you mention, then you should set the Outline Level value to 1 for those summary tasks. For the subtasks that appear below the summary task in question, set the Outline Level value to 2. Save those changes to the Excel workbook, and then you should be able to import those tasks from the workbook into your Microsoft Project schedule. Hope this helps.