Import Excel into Planning

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wolosyb
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Import Excel into Planning

Postby wolosyb » Thu May 12, 2011 5:46 pm

As part of a phased implementation we want to be able to import the Project Managers' Excel workbook into Deltek Vision Planning. Has anyone performed any Excel importing into Deltek Vision Planning module?

AliT
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Re: Import Excel into Planning

Postby AliT » Thu May 12, 2011 6:59 pm

I haven't done Excel into Planning, but I have done MS Project into Planning. Not quite sure, given the standard options in the Planning screens, how you'd go about importing an Excel file into Planning. Depending on how extensive your workbook is, it may be simpler to set up a template project in Planning and use that instead.

Ali T.
a tech aide in Seattle

JonE
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Re: Import Excel into Planning

Postby JonE » Fri Sep 23, 2011 2:18 pm

Don't know if you are still trying to do this but I have run into the same issue. There is no way to directly import excel into vision. However I have created my own excel worksheet that directly imports into ms project in the format that is required to then be imported into deltek vision. All you have to do is save the imported file as a project file and then go to Vision Planning to import it. It took a little time to figure out which pieces of information are needed, however, in the end it seems to work pretty well.

toronto
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Re: Import Excel into Planning

Postby toronto » Mon Oct 31, 2011 10:17 am

Do you happen to know which field is exported to MSProject for "Phase" (WBS2) and "Task" (WBS3)?

meaglin
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Re: Import Excel into Planning

Postby meaglin » Thu Oct 25, 2012 9:47 am

I know this wass sometime back, but importing into plamming from Excel is now possible, but not thru the front end Data Import. Instead you must use the import feature into the table.
Mel Eaglin
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"Skype Name: mel.eaglin"

Liz Khaing
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Re: Import Excel into Planning

Postby Liz Khaing » Wed Nov 14, 2012 3:16 am

Hi,
Per your post, you've done exporting MS Project into Planning. May I know the procedures (how you go through step by step).
We are using Vision 6.1 and our project managers use very complex project plans and they need to update their plans in MS Project in weekly or bi-weekly basis. And I need to manually update these in Vision - Project Plans.

Thanks,

AliT wrote:I haven't done Excel into Planning, but I have done MS Project into Planning. Not quite sure, given the standard options in the Planning screens, how you'd go about importing an Excel file into Planning. Depending on how extensive your workbook is, it may be simpler to set up a template project in Planning and use that instead.

Ali T.
a tech aide in Seattle

meaglin
Posts: 195
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Contact:

Re: Import Excel into Planning

Postby meaglin » Wed Nov 14, 2012 10:01 am

You can import from Excel, but must done in SQL, there is no import module under Data Import.
Mel Eaglin
meaglin@vrsllc.com
Visionary Reporting Solutions
San Diego, CA 92109
http://www.vrsllc.com/
http://www.deltekvisionconsultant.com/deltekvisionblog
Phone: (858) 245-8956
"Skype Name: mel.eaglin"

AliT
Posts: 100
Joined: Thu Apr 21, 2011 10:55 am
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Re: Import Excel into Planning

Postby AliT » Thu Feb 07, 2013 12:37 pm

Liz,
From the Deltek Help file:
You can import information from Microsoft Project 2007 into your Vision plans. The Microsoft Project data fields map directly into Vision Planning fields. See Import/Export Field Mappings for more information.
To import a Microsoft Project file into Vision Planning, complete the following steps:

From the Vision applications menu, click Planning » Project Planning.

Select the General tab.

Click Actions » Import Plan from MS Project. The Choose File dialog box displays.

Select the name of the Microsoft Project file (.mpp extension) that you will import. See Import/Export Field Mappings for details on how fields map from Microsoft Project to Vision.

Click Open. The Microsoft Project file's information populates in a new plan on the General tab of Vision Project Planning.

When MS ActiveX is used to retrieve assignment rows from MS Project, the rows are returned in the order the Resources were entered into the Resource Usage view. This order does not always reflect how Resources are assigned to each Task.

Complete the fields on the General tab.

Click Save to save your entry.

That said, the following guidelines apply:
Guidelines: Importing from Microsoft Project

Refer to these guidelines before you import data from Microsoft Project 2007:

Vision can import both named resources and generic resources.

Named Resources

In order for the data to map to the appropriate employee, a named resource must use one of the following formats:

Firstname [space] Lastname (for example, Mike Brown)

Firstname [space] Middlename [space] Lastname (for example, Mike Joseph Brown)

Firstname [space] Middleinitial [period and space] Lastname (for example, Mike J. Brown)

The spelling of the first and last names must be identical in both Microsoft Project and the Vision Employee Info Center.

For example, they both must be Mike Brown in order for data to map correctly; if Microsoft Project is Mike Brown, but Vision is Michael Brown, the data won't map correctly.

Generic Resources

Generic Resource names must match one of the Description of Labor Categories determined in Vision Accounting Configuration on the Labor Categories tab.

The default accordion calendar format in Vision is set to Quarter/Month. You may change the calendar scale after data is imported.

Imported data is converted from minutes in Microsoft Project to hours in Vision.

Task names truncate to 97 characters.

Each Vision plan name defaults to the Microsoft Project file name. After importing into Vision, you can change and save a new plan name.

Vision imports Work from Microsoft Project into Planned Hours, Cost into Planned Cost, Baseline Work into Baseline Hours, and Baseline Cost into Baseline Cost. Vision does not import Actual Work and Actual Cost from Microsoft Project.

Due to constraints with MS Project, when MS ActiveX is used to retrieve assignment rows from MS Project, the rows are returned in the same order as how the Resources are entered into the Resource Usage view. This order does not always reflect how Resources are assigned to each Task.

Also, it's been my experience that if you are updating weekly, it's easier to update the Vision plan rather than re-import the data, as re-importing the data can cause problems.

Hope that helps.

Ali :-)

Liz Khaing wrote:Hi,
Per your post, you've done exporting MS Project into Planning. May I know the procedures (how you go through step by step).
We are using Vision 6.1 and our project managers use very complex project plans and they need to update their plans in MS Project in weekly or bi-weekly basis. And I need to manually update these in Vision - Project Plans.

Thanks,

AliT wrote:I haven't done Excel into Planning, but I have done MS Project into Planning. Not quite sure, given the standard options in the Planning screens, how you'd go about importing an Excel file into Planning. Depending on how extensive your workbook is, it may be simpler to set up a template project in Planning and use that instead.

Ali T.
a tech aide in Seattle


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