Importing Resources from Excel into MS PROJECT 2013

Hi,

my Blog reader has a problem:

Hi Nenad, I am Carlos Altamirano from Ecuador, South America. First of all I want to thank you very much for your always useful and concise work your are doing with your excellent blog. I have a problem importing resources excel files into project 2013, it’s simply doesn’t work; even that I have exported the resource sheet and then try to import the same sheet, do you have any ideas? The import wizard works with tasks, but doesn´t work with resources.

Thanks and best regards,
Carlos

I do not know why Carlos has a Problem, but I will show you how to do it (and it will work :-)) in MS PROJECT 2013

First I’m going to create Resource sheet in excel without using any template. Suppose that I know: Resource Names, Resource Types, Max Units, Standard and Overtime Rates:

image

I will create new Project in MS PROJECT

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and I will import my Resources form excel.

Step #1:

image

Step #2:

image

Step #3:

image

Step #4:

image

Step #5:

image

Step #6:

image

Step #7: Here you should know which Column from Excel (1,2,3,…) Matches which Field in Project:

image

I am going to match them

Step #8:

image 

Step #9:

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if you want to reuse this map, I can save it.

Finally I’ll get:

image 

Simple as that.

 

Regards!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project 2013, PMI, PRoject Management and tagged , , , . Bookmark the permalink.

2 Responses to Importing Resources from Excel into MS PROJECT 2013

  1. Pingback: Importing Resources from Excel into MS PROJECT 2013 and PROJECT 2016–VIDEO IS HERE! | Nenad Trajkovski

  2. alcecal says:

    Hi Nenad,

    Thank you very much for your answer.

    The problem was that I try to import to a new project without any tasks on it; so as you recall in step 1, it’s important to add task to the project before importing resources.

    Thanks again and best regards,
    Carlos

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