Differences

This shows you the differences between two versions of the page.

--- 72:msproject [2018/11/07 13:40] – emr
+++ 72:msproject [2019/01/09 16:00] – emr
@@ Line 11: / Line 11: @@
 To install the pre-defined scheme into your global MS Project preferences, follow these steps:
-  * Download a template MS Project plan that contains the scheme
+  * Download {{:72:stages-export-template.mpp|this template MS Project plan}}  (Do "Left Click > Save link as ...") that contains the scheme
   * Open this plan in MS Project
   * Go to ''File > Organizer''
@@ Line 36: / Line 36: @@
 ===== Run the MS Project import =====
-Open MS Project and select ''New from Excel Sheet''. Switch from the "XML Format" to the "Excel Sheet" filter and select the XLSX file you generated with the Stages report.
+To import the process data into MS Project follow these steps:
-Select either ''Use Existing Scheme''  if you have already set up the import scheme (see above) or ''New Scheme''  if you want to do the attribute mapping yourself.
+  * Open MS Project and select ''New from Excel Sheet''.
+  * Switch from the "XML Format" to the "Excel Sheet" filter and select the XLSX file you generated with the Stages report.
+  * Select either ''Use Existing Scheme''  if you have already set up the import scheme (see above) or ''New Scheme''  if you want to do the attribute mapping yourself.
+  * Select "Tasks" and "Import with headers" in the import assistant "schema options" page.
+  * Check the import preview. If necessary, adjust the attribute mappings and save the import scheme.
+  * If import errors occur, you can either click "Yes" to ignore all of them or use the ''Use only last predecessor''  option when running the Stages report.
-Select "Tasks" and "Import with headers" in the import assistant "schema options" page.
+As a result, your imported process will show up in MS Project.
-Check the import preview. If necessary, adjust the attribute mappings and save the import scheme.
+{{  :72:msproject-result.png?direct&801x365  }}
-If import errors occur, you can either click "Yes" to ignore all of them or use the ''Use only last predecessor''  option when running the Stages report.
+For example, you can see that
-Your imported process will show up in MS Project.
+<font inherit/inherit;;#ffffff;;#e74c3c>**(1)**</font> All process activities are imported as tasks, including their hierarchy and order
+**<font inherit/inherit;;#ffffff;;#e74c3c>(2)</font>**  The default duration is set to 1 day, but it can be also modeled in Stages as an attribute.
+<font inherit/inherit;;#ffffff;;#e74c3c>**(3)**</font> Predecessors and successors as well as input/output dependencies have been transferred
+<font inherit/inherit;;#ffffff;;#e74c3c>**(4)**</font> There is a hyperlink from every task back to Stages
+With this capability, the project managers can start planning the tasks in MS Project and your users can use the hyperlink to directly start working on the activity. It is only once more click to access templates and checklists and even input and output work products, independently where they are stored.
 ===== Supported MS Project versions =====
@@ Line 54: / Line 67: @@
   * Microsoft Project 2016
-Please let us know when you were able to make it work also with other versions or tools, then we will add those to this list.
+It will surely work also with other MS Project versions. Please let us know when you were able to make it work also with other versions or tools, then we will add those to this list.