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How to: Connect to Team Foundation from Microsoft Excel or Microsoft Project

To manage work items in Microsoft Excel and Microsoft Project you must first connect to Team Foundation. The following procedure explains how to connect to Team Foundation from Microsoft Project or Microsoft Excel.

NoteNote

If you installed Team Edition for Developers, Team Edition for Architects, or Team Edition for Testers, you must also install Team Explorer before you can connect to Team Foundation Server. For more information, see the Team Foundation Installation Guide.

Required Permissions

To perform these procedures, you must be a member of the Readers group or have the View work items in this node permission set to Allow. For more information, see Team Foundation Server Permissions.

Connecting to Team Foundation

To connect a work item list to Team Foundation

  1. In Microsoft Excel, on the Team menu, click New List.

    NoteNote

    In Microsoft Office Excel 2007, the Team menu is located on the Add-Ins tab on the ribbon.

  2. Under Connect to a Team Foundation Server, select the server to connect to, or click Servers to enter the server information.

  3. Under Team Projects, select the team project on the Team Foundation Server with which you want to work. The document will be bound to this team project.

  4. Click OK.

  5. Select the type of list you want; Query List or Input List.

  6. Click OK. The work item list is created.

    NoteNote

    You can also choose which columns to work with. For more information, see How to: Add or Remove Columns in the Work Item List or How to: Add or Remove Columns in the Work Item List.

To connect a project plan to Team Foundation

  1. In Microsoft Project, on the Team menu, select Choose Team Project.

  2. Select the Team Foundation Server for your team project.

  3. Select your team project.

  4. Click OK.

See Also

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