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Importing Resource Estimation Spreadsheet into MS Project (Project Server 2013/2019) RRS feed

  • Question

  • Hi,

    Is there any way of importing the results of our resource estimating spreadsheet, into a project plan?
    In the attached screenshot:

     - Resource Types are same names as Generic Enterprise Resources within Project Server.
     - Stage values are stages, and in weeks (1 = Assess, 2 = Design, 3 = Implement etc)
     - Values are days in week

    First I am trying to see if this is even possible, even if a slight amendment to the spreadsheet is required to allow such.
    If possible, I then want to understand what this would look like, if we can split it by Stages, or if it will have to be one line for each resource etc.

    ANY guidance and direction welcome!

    From our template resource estimation spreadsheet, the exam question is really to find an efficient way to get the resource demand material into project server. Not sure if needs to be a line per resource type or line per stage. Doesn;t really matter as long as we can build a way to get the output from multiple estimation files into project server then we can pull projects left & right  to see impact on resource demand

    • Edited by ASQU Friday, October 2, 2020 2:32 PM
    Friday, October 2, 2020 2:28 PM

Answers

  • ASQU --

    There is no built-in functionality in Microsoft Project that would allow you to import the data from your Excel spreadsheet into a project schedule.  Your spreadsheet contains data that is very similar to the Resource Engagements feature in enterprise projects when using Microsoft Project with either Project Online or Project Server.  You could create Resource Engagements to mimic the data shown in your spreadsheet.  To do this, you would first need to build your project team in the enterprise project using all Generic resources in your Enterprise Resource Pool.  You would then need to display the Resource Plan view and create one resource engagement for each generic resource.  

    In short, I am afraid that you are facing a very manual process for creating Resource Engagements that mimic the Excel workbook data.  The small item of good news is that when you create Resource Engagements, you can use them to show the demand for resource types in your Project Online or Project Server system.  Hope this helps.


    Dale A. Howard [MVP]

    • Marked as answer by ASQU Monday, October 5, 2020 5:15 PM
    Monday, October 5, 2020 12:46 PM
    Moderator

All replies

  • ASQU --

    There is no built-in functionality in Microsoft Project that would allow you to import the data from your Excel spreadsheet into a project schedule.  Your spreadsheet contains data that is very similar to the Resource Engagements feature in enterprise projects when using Microsoft Project with either Project Online or Project Server.  You could create Resource Engagements to mimic the data shown in your spreadsheet.  To do this, you would first need to build your project team in the enterprise project using all Generic resources in your Enterprise Resource Pool.  You would then need to display the Resource Plan view and create one resource engagement for each generic resource.  

    In short, I am afraid that you are facing a very manual process for creating Resource Engagements that mimic the Excel workbook data.  The small item of good news is that when you create Resource Engagements, you can use them to show the demand for resource types in your Project Online or Project Server system.  Hope this helps.


    Dale A. Howard [MVP]

    • Marked as answer by ASQU Monday, October 5, 2020 5:15 PM
    Monday, October 5, 2020 12:46 PM
    Moderator
  • Thanks for the reply Dale, much appreciated.

    So rather than importing, as I'm not keen to go down the Resource Engagements route (too restrictive and in contradiction with our internal resource approval processes), is there any other way you can think of as an alternate to creating a line/resource and manually entering in the estimation effort and duration?

    Monday, October 5, 2020 2:02 PM