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Pasting a Resource List from Another Application
How do I copy and paste a list of resources into Project from an Excel file or a Word file?
You can easily copy and paste a list of resources into Project from another application, but you might have to prepare the list correctly and prepare Project to receive the data or you will not get the results you intended.
For a more comprehensive discussion of importing data into Project, see Chapter 17, "Exporting and Importing Project Data with Other File Formats," p. 631 .
If you have a list of resource names in another application that you would like to copy into Project and the list contains nothing but a column of resource names , then the process is very simple. You just follow these steps:
If your list contains more columns than just the names, copying the list into Project is a little more complicated. For example, if the source list also contains a column with a money amount that you want to use as the standard rate for the resources, you must prepare the source list and also prepare the Resource Sheet view to accept the list when it is copied .
To prepare the source list, you must do these things:
To prepare the Project file to receive the resources, you must set up a table that has columns that are in the same order as the data you are pasting. To prepare the resource table, follow these steps:
After the source and the target location are prepared, select the source data and copy it to the Clipboard. Then select the blank Resource Name cell below any existing resource names and choose Edit, Paste.
After you have copied the data in, you should remove the columns you added to the display by selecting the column titles and choosing Edit, Hide Column.
Filtering for Labels Contained in the Group Field
How do I filter the Group field when individual cells contain multiple keywords?
If you put multiple group labels in the Group field and want to filter the resource pool for one of those labels, you need to modify the standard Group filter to use the contains test. The same type of filter would also be used in a custom text field that lists multiple skills for some resources.
The standard Group filter uses the equals test when it searches for the label you ask it to filter for. The equals test requires that the entire entry in the Group field contains exactly the label you tell it to search forno more and no less. If you create a copy of the Group filter that uses the contains test, it selects all resources whose Group fields contain the label you are searching for.
If you choose Project, Filter For, the Filters menu displays. Notice that the Group filter is on the menu and that its first letter is underlined. The underlining signals that the user can simply type the underlined letter (that is, the hotkey) to select the item. The three periods at the end of the filter name are a convention that signals the user that the filter asks for input before executing; in this case, the filter asks the user to type in the group label that the user wants the filter to find.
The steps that follow add the Group Co n tains filter to this menu and underline the first n as the hotkey. They start with a copy of the Group filter and merely change the name and the logical test from equals to contains .
To create a copy of the Group filter named the Group Contains filter, follow these steps:
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