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

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

Note

If you installed Development Edition 2008, Architecture Edition 2008, or Test Edition 2008, 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. On the Team tab, in the Work Items group, click New List.

    Note

    In Microsoft Office Excel 2003, use the Team menu.

  2. Under Connect to a Team Foundation Server, either select the server to which you want to connect 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 system creates the work item list.

    Note

    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, and then click OK.

See Also

Tasks

How to: Publish or Refresh Work Items in Microsoft Excel or Microsoft Project