Re: Baseline
- From: "JulieS" <JulieS@xxxxxxxxxxxxxxxxxxxxxxxxx>
- Date: Mon, 24 Mar 2008 12:04:06 -0400
Hello Laz,
My comments are inline
Julie
"Laz" <Laz@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:1FE3DA01-5595-4FCE-A75B-83DE4D2B9622@xxxxxxxxxxxxxxxx
Julie ...
Thank you very much for your responses / help.
[Julie] You're welcome Laz. Glad to help.
Importing Data
I have not yet imported data into MS project (btw I am using Standard
2007).
I do think I understand your directions but do not know what to ask
yet
about importing the data. Hopefully I will have no questions on this.
But
if so I will post again.
[Julie] You can import Excel data into MS Project (even 2007) by opening
the excel file in Project. Open the existing Project file and then with
that file still open, choose File > Open and select Excel as the file
type at the bottom of the Open dialog box.
Baselines
I have only worked with the baseline a little. How do I "move the
baseline
data" where I need it? I will, as you suggest, import the changed
data into
Baseline10.
[Julie] By placing the information into spare fields you should be able
to copy/paste the baseline data to match the revised sequence of tasks.
For example your original process flow was A > B > C > D. You have
baselines for each task. Your new process is A > C > D > B. You'll
want to manually match the new order.
Task ID
If there have been additional tasks added to the project plan
(additional
lines) would this change the Task IDs from my original archived
project plan?
Would this not allow me to use the Task ID as merge key?
[Julie] It will match Task ID to Task ID - that is why I suggesting
taking the "old" data into spare fields and not overwriting any existing
data. For example, by taking the Task Name from your original file and
merging that into the Text1 field in the current file (not overwriting)
you should be able to match the tasks up.
Laz
"JulieS" wrote:
Hello Laz,
Sorry for the delay.
I'd suggest exporting the baseline from the archived file into an
excel
file. I'd export task baseline (using the baseline table as a
start),
resource baseline (create a custom map pulling resource name and all
baseline data), and assignment baseline (I'd pull task name task ID,
resource Name, Resource ID and then baseline cost, start, finish, and
work).
Then merge that information into your working file. **Clearly test
it
on a copy first**
I'd use the Task ID as merge key but do not merge the excel data into
the fields suggested by the import wizard. I would merge task name
information into a spare text field, and then the baseline
information
into one of the spare baseline fields (Baseline10 for example). That
way after the merge you can compare information (using task name) to
move the baseline data where you need it.
If you need more detailed information about either exporting or
importing, please post back.
I hope this helps.
Julie
"Laz" <Laz@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:D3FFA4DA-A20C-4DBF-BD57-A1B9A36F5959@xxxxxxxxxxxxxxxx
Julie .....
I have an archived file which has no progress tracked.
How can I make the changes to that baseline and import it into the
current
up to date project plan file?
"JulieS" wrote:
"Laz" <Laz@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote in message
news:1202FCC3-022C-4849-8C11-F14B978871E2@xxxxxxxxxxxxxxxx
How do I would revise the baseline to include changes to the
sequence
of
the tasks but not include the progress on the project in the new
baseline.
Also how do I save multiple baselines? Which one is the
comparison
baseline?
Hello Laz,
Sorry, if you re-baseline and you have tracked data, the baseline
information (start, finish, duration, work, and cost) will reflect
the
tracked data.
A couple of workarounds that *may* work -- I haven't tested any so
try
it on a copy of your file:
1) Export the baseline original data to Excel. Then carefully
copy
and
paste switching the baseline data around. Make sure you work with
not
only baseline start and baseline finish, but also baseline work,
duration, cost for the tasks and assignments.
2) Copy the original baseline data to empty baseline fields in
Project
through Tools > Tracking > Save baseline, click Interim plan and
copy
Baseline to Baseline10. The again, carefully copy the appropriate
data
swapping the old order for the new.
I hope this helps. Let us know how you get along.
Julie
Project MVP
Visit http://project.mvps.org/ for the FAQs and additional
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