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====== Import processes into MS Project ====== | ====== Import processes into MS Project ====== | ||
- | After instantiating a process for a project or program and tailoring it to the requirements, it saves a lot of time to export the project process to planning tools like MS Project. For maximum flexibility, | + | Planning |
+ | |||
+ | ===== Set up the MS Project import schema ===== | ||
+ | |||
+ | This step only needs to be executed once during the very first import. | ||
+ | |||
+ | Data from Excel can be directly imported into MS Project. The information which column holds which attribute can be stored in a MS Project import scheme. You can either create this yourself (see below in [[: | ||
+ | |||
+ | To install the pre-defined scheme into your global MS Project preferences, | ||
+ | |||
+ | * Download {{: | ||
+ | * Open this plan in MS Project | ||
+ | * Go to '' | ||
+ | * Go to the '' | ||
+ | * Select the '' | ||
+ | * Click on ''< | ||
===== Run the Stages report ===== | ===== Run the Stages report ===== | ||
- | The process data can be exported via {{:72: | + | Navigate to the workspace and process version you would like to export. |
- | ===== Set up the MS Project import | + | |
+ | The process data can be exported via the '' | ||
+ | |||
+ | [[https:// | ||
+ | |||
+ | **(1)** | ||
+ | |||
+ | MS Project | ||
+ | |||
+ | **(2)** Then run the report. If you do not need to see the exported data, this step can also be skipped. | ||
+ | |||
+ | **(3)** Export the report results to MS Excel via the '' | ||
===== Run the MS Project import ===== | ===== Run the MS Project import ===== | ||
+ | |||
+ | To import the process data into MS Project follow these steps: | ||
+ | |||
+ | * Open MS Project and select '' | ||
+ | * Switch from the "XML Format" | ||
+ | * Select either '' | ||
+ | * Select " | ||
+ | * Check the import preview. If necessary, adjust the attribute mappings and save the import scheme. | ||
+ | * If import errors occur, you can either click " | ||
+ | |||
+ | As a result, your imported process will show up in MS Project. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | For example, you can see that | ||
+ | |||
+ | **(1)** All process activities are imported as tasks, including their hierarchy and order | ||
+ | |||
+ | **(2)** | ||
+ | |||
+ | **(3)** Predecessors and successors as well as input/ | ||
+ | |||
+ | **(4)** 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 ===== | ||
+ | |||
+ | The concept of exporting data to Excel and importing it should be rather portable. This procedure has been successfully tested with | ||
+ | |||
+ | * Microsoft Project 2016 | ||
+ | |||
+ | 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. | ||