Maybe you are keeping track of some of your project
information in Excel and would like to get it into a nice looking
schedule. Step-by-step instructions are shown here. Or,
Watch a Movie.
STEP 1: Copy columns from your Microsoft Excel spreadsheet onto
the clipboard
Format the date columns in Excel to mm/dd/yy (or
m/dd/yy or m/dd/yyyy). For settings other than English, choose the
format with two digits for each, e.g. dd.mm.yy.
Click and drag across the cells to highlight the
cells you want to copy.
Choose Edit | Copy in Excel.
STEP 2: Import the columns into your Milestones Professional
schedule
NOTE: It's best to first format
your blank Milestones Professional schedule to match the number of
columns you are importing. For example, if the spreadsheet has a Task
column, then create a Task column in Milestones before you import.
Choose File tab in the Import Options section choose
Custom, then choose Custom Import From Clipboard.
In the Import: Custom Format dialog box, match fields
from the Excel file (on the left) to fields in the Milestones
schedule (on the right).
Under Current Filter Name, enter a name to save these
settings. Choose Save Settings.
Re-use these settings in future imports by choosing
Retrieve Settings.
Check Append Imported Data to add the data to the end
of an existing schedule.
Choose Continue Import Using Current Filter.
Mapping Excel fields to Milestones fields
Designate where Excel data should be
placed in Milestones by clicking once on a field on the left (Excel)
and then once on a field on the right (Milestones).
A connecting line appears to show the
field "mapping."
Double-click a field on the right to
remove a mapping line.
The field names on the left are
derived from row 1 of the Excel cells. These will be imported, but
can be quickly deleted after importing.
Milestones columns are numbered 1 to
10 on the left side of the schedule, with column 10 being closest to
the timeline area. In the sample schedule below, "End" is column 10,
"Start" is column 9, and "Project/Phase" is column 8.
Milestones columns are numbered 11 to
20 on the right side of the schedule, with column 11 being closest
to the timeline area.
For mapping multiple start and end dates per task line, map
the first set of dates to Task_1_Start_Date and Task_1_End_Date;
map the next set of dates to Task_2_Start_Date and
Task_2_End_Date, and so forth.
Map multiple milestone dates to Milestone_Date_1,
Milestone_Date_2, etc.
