Copy paste from external source (Excel/CSV)

Copy tasks from external source (Excel)

You can copy and paste the name of several tasks from an external source such as a CSV file, instead of having to type the task names by hand one by one. Let's suppose that we have this CSV file, which contains a list of tasks involved in your project.

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Copy all task names from this CSV file. Then in Project Plan 365, select the next empty task name cell and from the Task menu press on Paste or use short cut key(Ctrl+V). After doing this, you will notice that the whole list of task names will be inserted for you at after selected empty task cell. The duration, start and finish date fields will be completed with default values: Duration = 1 day? Start and Finish date= Project Start date

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You can also copy and paste the name, duration or start/ finish date of several tasks from an external source such as a CSV file, instead of having to type all this by hand one by one. Let’s suppose that we have this CSV file, which contains a list of tasks name duration, start and finish dates involved in your project.

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Copy all information from this CSV file. Then in Project Plan 365, select the next empty task name cell and from the Task menu press on Paste or use short cut key (Ctrl+V) . After doing this, you will notice that the whole list of task names, duration, start and finish dates will be inserted for you at after selected empty task cell. Tasks with start and finish date fields will have constraint dates assigned.

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Copy resource from external source (Excel)

You can also copy and paste the name of several resources from an external source such as a CSV file, instead of having to type the resource names by hand one by one. Let's suppose that we have this CSV file, which contains a list of other resources involved in our project.

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  Copy all the resource names from this CSV file. Then in Project Plan 365, select the next empty resource name cell and from the Task menu press on Paste. After doing this, you will notice that the whole list of resource names will be inserted for you at the end of resource list:

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Learn more:
CopyPaste
Applies to version 2015 and higher.
Project Plan 365 for:
Win PC/ServerMac
Project Viewer for: