Importing Text Files Project Management Help

Text files are even more common than Excel workbooks, The Windows Notepad application creates text files, but any word processor can export a text file. On Web pages, the submit forms that are used to gather information about visitors, customers, or user logins often save the results in text files.

Before you begin importing a text file, open it and make sure that the file is delimited with either tabs, commas, or spaces between each field. One of the three delimiters has to be used throughout the file, You can’t import a file when some fields are separated by spaces and others are separated by commas, for example, In either the TXT or CSV format, a standard carriage return (hard return) separates records, For word processing documents, open the file in its native application and choose Save As, Select the tab-delimited text file (TXT) or Comma-Separated Values (CSV) file format, If there is not already a header record, enter one at the top of the file with unique descriptive headings for each column, This will greatly ease the import process by displaying import field names to match against the Project field names.

Importing a Text File Using an Existing Import Map

Follow these steps to use a predefined import data map to import data from a delimited text file:

1. In Project 2000, choose File Open to display the Open dialog box.
2. Change the Files of Type to Text (TXT) or Comma-Separated Values (CSV)

3. Use the Look In drop-down list to locate the proper folder and file.

4. Select.the file and click the Open button. Select Open, The Import Mapping dialog box is displayed.

5. Select the correct Import Map and click the Edit button. The Define Import/Export Map dialog box will be displayed.

Figure 19.22

Figure 19.22

6. Select the text delimiter (Tab, Space, or Comma) used in your file.

7. Select the File Origin: Windows, DOS or OS/2, or Unicode.

8. Click OK to close the dialog box.

9. Click Open on the Import Mapping dialog box to import your data into Project.

Creating a New Import Map for a Text File

1. In Project 2000, open the project file into which you will import the data, Go to the view that will contain your updated data. Make sure that all fields you want to import to are displayed in the view.

2. Choose- File → Open.

3. In the Open dialog box, change the Files of Type to TXT or CSV.

4. Use the Look In drop-down list to locate the proper folder and file.

5. Select the file and click the Open button. The Import Mapping dialog box is displayed with the Selective Data tab activated.

6. Click. the New Map Button. The Define Import/Export Map dialog box is displayed, Enter a name for the map.

7. Select the type of data you are importing: Tasks, Resources, or Assignments, The corresponding in the dialog box is activated based-on your choice.

8. Enable the Export Header Row/Import Includes Headers check box.

9. Select the appropriate mapping tab Task Mapping, Resource Mapping, or Assignment Mapping.

10. Select a Method for Incorporating Imported Data, Project will display the header names from the import file.

11. Click on the first empty cell in the To: Microsoft Project Field column. Select the fields you want to import data into.

12. In the From: Text file, select the corresponding fields from the text file.

13. If you’re updating existing records, select the field with unique records in both the project table and the import data source that will be used to find records for the merge process, and click the Set Merge Key button.

14. Click OK to save the changes to the Import Map.

15. Make sure that your new map is selected, and then click the Open, button in the Import Mapping dialog box to begin the import.

Posted on November 26, 2015 in Importing and Exporting Project Data

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