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Package Procurement Schedule in Excel

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Andrew OwensonMember for 20 years 11 months
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Guys

I currently use an excel spreadsheet to obtain a matrix report for package procurement. ie tender info required, out to tender, tender return etc... about 15 activities for each package. I have at the moment about 70 packages as a library, from whic I delete to suit each project.

For each package i have three lines Planned Actual & Forecast. I have linked the baseline dates to the planned, actual to the actual, and current to the forecast. So that when I update the programme, the excel sheet reflects the changes. The linking has taken me ages, and is very slow and cumbersome. MSP as far as I know will not provide a matrix style report for this. Any ideas on either speeding up things or whether MSP can help ??

Andrew
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8 replies

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  1. 0
    Zhang Haixiang ·
    #1
    why not export your programme to Excel, than do your Matrix in excel
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  2. 0
    Se de Leon ·
    #2
    Hi Andrew,

    How did you link the data of MSP to Excel?

    Try this if you haven’t tried it yet. Copy the data cells you want to copy from MSP and paste it using paste special to excel.

    Cheers,

    Se
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  3. 0
    Andrew Owenson ·
    #3
    Zhang


    I could export the whole thing and use excel as a spreadsheet. I use excel as the form now. The problem with that is the information would be static, whereas by linking the information, when I update the MSP programme, the excel spreadsheet is also updated automatically.
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  4. 0
    Andrew Owenson ·
    #4
    Sigfredo

    That is what I have done. I copied the cell and did a paste link in excel. The problem being each package has about 15 activivities times 3 planned actual and forecast times that by about 70 standard packages makes that 3150 links. This really slows down the opening and saving of the excel file, also makes the file quite large.

    Andrew
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  5. 0
    Ian Gray ·
    #5
    Andrew,
    Have a look on the Microsoft Project Technet site - http://www.microsoft.com/technet/community/newsgroups/desktoppt/project.mspx and search for other answers or ask a specific question.

    The best idea in my opinion would be to export (Push) the data to Excel each time using a macro or VBA. Although the data would still be static, it would be a matter of running one macro from Project which shouldn’t take too long.
    The other option is to pull the data into Excel from inside the Excel spreadsheet. Best place for Excel/Access help is www.utteraccess.com.
    Have fun!
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  6. 0
    Andrew Owenson ·
    #6
    Ian

    I like the sound of that - will give it a go


    Cheers

    Andrew
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  7. 0
    Zhang Haixiang ·
    #7
    Hi Andrew,

    I think you can try saving you schedule using .mdb format instead of .mpp.

    you can access this .mdb file using Excel (ODBC) or Open it directly in MS-Access, then you can creat report or whatever you want. make sure not change data in this mdb file.

    Because you are using the same file both in MSP and Excel, so there ’s no problem of static or dynamic.


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  8. 0
    Andrew Owenson ·
    #8
    Zhang


    Sounds interesting! - I will give it a go

    Cheers

    Andrew
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