Effective Rules of Engagement for Microsoft Project and Excel Users

Speaker Clifford Andrews, Master Scheduler at Absa Bank, shares insights on implementing PPM Online and Microsoft Project Systems. Learn about key settings and data export/import processes between Microsoft Project and Excel for efficient project management.

• Microsoft Project
• Excel
• Project Management
• Data Export
• Data Import

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Uploaded on Sep 20, 2024 | 0 Views

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1. PMSA PM TECHNOLOGY USER GROUP RULES OF ENGAGEMENT FOR MICROSOFT PROJECT AND MICROSOFT EXCEL

2. Speaker Clifford Andrews is Absa Bank's Master Scheduler for the ABSA and Barclays PLC Separation Program. He is currently accountable for implementation of PPM Online, configuration, support and maintenance based on ABSA s Separation Program requirements. During the last 15 years he has been involved with numerous successful implementations of Microsoft Project Systems. (Stand-alone, Enterprise Project Management and Project Portfolio Management Systems.) Certification consist of MS: Managing Projects with Microsoft Project 2013; MCTS: Microsoft Project 2010, Managing Projects and Configuration of Project Server.

3. Understand the landscape Operating System Regional Settings Formats: - English (South Africa) Microsoft Excel Back Stage (Key items) Language English (South Africa) <default> Microsoft Project Back Stage (Key items)

4. Demo 1 Walk through of the setting required in OS, Excel and MSP How to Export Project related data from MSP to Excel Wizard - Use the Project Excel Template Exports: Tasks_Table Resource_Table Assignment_Table How to Import Project related data from Excel to MSP Wizard - Use the Project Excel Template Imports: Tasks_Table Resource_Table Assignment_Table

5. Demo 2 How to Export Project related data from MSP to Excel Wizard - Use the Selected Data New Map Tasks (Export Includes Headers) How to Import Project related data from Excel to MSP Wizard - Use the Selected Data New Map - (Or point to the newly created Map when you exported the data to Excel)