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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 ===== | ||
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Navigate to the workspace and process version you would like to export. | Navigate to the workspace and process version you would like to export. | ||
- | The process data can be exported via this report. In a typical Stages instance, this report is already installed as '' | + | The process data can be exported via the '' |
- | Select the processes you would like to export via the '' | + | [[https:// |
- | Export the report results to MS Excel via the '' | + | **(1)** |
- | ===== Set up the MS Project import schema ===== | + | |
+ | MS Project currently only supports importing one predecessor per task. As activities in Stages might have multiple predecessors, | ||
+ | |||
+ | **(2)** Then run the report. If you do not need to see the exported data, this step can also be skipped. | ||
+ | |||
+ | **(3)** | ||
- | The exported Excel file can be directly imported into MS Project. For MS Project to understand which column holds which data, you need to map the columns from the Excel file to the respective MS Project attributes. You can create this mapping yourself (see below) or save time and use a pre-defined import scheme. | ||
===== Run the MS Project import ===== | ===== Run the MS Project import ===== | ||
- | Open MS Project and select | + | 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 | ||
- | lskfd | + | 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. |