Function documentationImporting Projects from Microsoft Excel

 

You can import projects from a Microsoft Excel file to Project Management. This enables you to transfer mass data in a quick and easy manner. To enable the import, you have to enter the following data for each worksheet:

Structure Worksheet

Field

Data to Be Entered

Name

Project definition: Project number

Other project element: Description of the corresponding project element

Parent

Parent = Project definition: Project number

Parent = Other project element: Description of the corresponding parent element

Project

Project definition: Project number

Other project element: Project number to which the project element belongs

Note Note

  • The input for the project definition has to be identical in all three columns.

  • The assignments of roles to a project may not be defined in this worksheet but in the Role worksheet.

  • For each entry, all columns have to be specified.

End of the note.

Project Worksheet

Field

Data to Be Entered

Number

Project number; has to correspond with the input in the Project column of the Structure worksheet

Name

Description of the project definition

Project Type

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Project Types End of the navigation path.

Reason

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Project Reason End of the navigation path.

Responsible Role

Description of role (see Role worksheet)

Responsible Resource

Business partner number (see Staffing worksheet)

Calendar

ID of the Factory calendar

For more information, see Customizing for SAP NetWeaver under Start of the navigation path General settings Next navigation step Maintain Calendar End of the navigation path.

Start Constraint Type

0 No constraint

2 Must start on

4 Start no earlier than

5 Start no later than

Start Constraint Date

Date (format YYYYMMTT)

Finish Constraint Type

No constraint

3 Must finish on

6 Finish no earlier than

7 Finish no later than

Finish Constraint Date

Date (format YYYYMMTT)

Grouping

Grouping string

Search Field

Search string (used for searches)

Priority

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Priorities End of the navigation path.

Distribution Unit

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Define Time Units End of the navigation path.

Period Type

01 Month

02 Week

04 Generic Interval

Area

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Define Areas End of the navigation path.

Location

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Define Locations End of the navigation path.

Note Note

Input is mandatory for the Number, Name, and Project Type fields.

End of the note.

Phase Worksheet

Field

Data to Be Entered

Name

Description of the phase; has to correspond with the input in the Name column of the Structure worksheet

Phase Type

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Phase Types End of the navigation path.

Responsible Role

Description of role as displayed in the Role worksheet

Responsible Resource

Business partner number as displayed in the Staffing worksheet

Calendar

Enter the ID of the Factory calendar

For more information, see Customizing for SAP NetWeaver under Start of the navigation path General settings Next navigation step Maintain Calendar End of the navigation path.

Start Constraint Type

0 No constraint

2 Must start on

4 Start no earlier than

5 Start no later than

Start Constraint Date

Date (format YYYYMMTT)

Finish Constraint Type

No constraint

3 Must finish on

6 Finish no earlier than

7 Finish no later than

Finish Constraint Date

Date (format YYYYMMTT)

Duration

Positive integer

Grouping

Grouping string

Search Field

Search string (used for searches)

Priority

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Priorities End of the navigation path.

Note Note

Input is mandatory for the Name and Phase Type fields.

End of the note.

Task Worksheet

Field

Data to Be Entered

Name

Description of the task; has to correspond with the input in the Name column of the Structure worksheet

Task Type

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Task Types End of the navigation path.

Responsible Role

Description of role as displayed in the Role worksheet

Responsible Resource

Business partner number as displayed in the Staffing worksheet

Milestone

X Yes

No

Calendar

Enter the ID of the Factory calendar

For more information, see Customizing for SAP NetWeaver under Start of the navigation path General settings Next navigation step Maintain Calendar End of the navigation path.

Start Constraint Type

0 No constraint

2 Must start on

4 Start no earlier than

5 Start no later than

Start Constraint Date

Date (format YYYYMMTT)

Finish Constraint Type

No constraint

3 Must finish on

6 Finish no earlier than

7 Finish no later than

Finish Constraint Date

Date (format YYYYMMTT)

Duration

Positive integer

Work

Positive integer

Work Unit

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Define Time Units End of the navigation path.

Mandatory

X Yes

No

Relev. for Appr.

X Yes

No

Grouping

Grouping string

Search Field

Search string (used for searches)

Process

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Process End of the navigation path

Priority

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Priorities End of the navigation path

Note Note

Input is mandatory for the Name and Task Type fields.

End of the note.

Checklist Worksheet

Field

Data to Be Entered

Name

Description of the checklist; has to correspond with the input in the Name column of the Structure worksheet

Checklist Type

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Checklist Types End of the navigation path.

Responsible Role

Description of role as displayed in the Role worksheet

Responsible Resource

Business partner number as displayed in the Staffing worksheet

Finish Constraint Type

No constraint

3 Must finish on

6 Finish no earlier than

7 Finish no later than

Finish Constraint Date

Date (format YYYYMMTT)

Mandatory

X Yes

No

Relev. for Appr.

X Yes

No

Grouping

Grouping string

Search Field

Search string (used for searches)

Process

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Process End of the navigation path.

Priority

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Priorities End of the navigation path.

Note Note

Input is mandatory for the Name field.

End of the note.

Role Worksheet

Field

Data to Be Entered

Project Number

Project number as displayed in the Project worksheet

Name

Description of the role

Role Type

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Resource Management Next navigation step Define Role Types End of the navigation path.

Role Function

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Resource Management Next navigation step Define Role Functions End of the navigation path.

Start

Date (format YYYYMMTT)

Finish

Date (format YYYYMMTT)

Total Demand

Positive integer

Unit for Demand

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Define Time Units End of the navigation path.

Urgency

Not Urgent

01 Very High

02 High

03 Medium

04 Low

Vacant

X Yes

' ' No

Area

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Define Areas End of the navigation path.

Location

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Define Locations End of the navigation path.

Note Note

Input is mandatory for the Project Number, Name, and Role Type fields.

End of the note.

Staffing Worksheet

Field

Data to Be Entered

Role Name

Description of role as displayed in the Role worksheet

BP Number

Business partner number

Assigned Effort

Positive integer

Assigned Effort Unit

For more information, see Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Define Time Units End of the navigation path.

Start Date

Date (format YYYYMMTT)

Finish Date

Date (format YYYYMMTT)

Booking Type

1 Soft Booking

2 Hard Booking

Note

Character string

Note Note

Input is mandatory for the Role Name and BP Number fields.

End of the note.