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72:msproject [2018/11/07 13:12] – emr | 72:msproject [2024/02/15 00:00] (current) – external edit 127.0.0.1 | ||
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===== Set up the MS Project import schema ===== | ===== 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 [[: | 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 [[: | ||
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To install the pre-defined scheme into your global MS Project preferences, | To install the pre-defined scheme into your global MS Project preferences, | ||
- | * Download | + | * Download |
* Open this plan in MS Project | * Open this plan in MS Project | ||
- | * Go to File > Organizer | + | * Go to '' |
- | * Go to the Schemes tab | + | * Go to the '' |
- | * Select the "Import from Stages" | + | * Select the '' |
- | * Click on "< < Copy" | + | * 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 the '' | + | The process data can be exported via the '' |
- | Select the processes you would like to export via the '' | + | [[https:// |
- | MS Project currently only supports importing one predecessor per task. As activities in Stages might have multiple predecessors, | + | **(1)** Select the processes you would like to export via the '' |
- | Then run the report. | + | MS Project currently only supports importing one predecessor per task. As activities in Stages might have multiple predecessors, |
+ | |||
+ | **(2)** | ||
+ | |||
+ | **(3)** Export the report results to MS Excel via the '' | ||
- | Export the report results to MS Excel via the '' | ||
===== 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. | ||
+ | |||
+ | {{ : | ||
- | Select either "Use Existing Scheme" | + | For example, |
- | Select " | + | **(1)** All process activities are imported as tasks, including their hierarchy |
- | Check the import preview. | + | **(2)** |
- | Save the import scheme. | + | **(3)** Predecessors and successors as well as input/ |
- | Ignore import errors and click " | + | **(4)** There is a hyperlink from every task back to Stages |
- | Your imported process will show up in MS Project. | + | With this capability, the project managers can start planning the tasks in MS Project |
===== Supported MS Project versions ===== | ===== Supported MS Project versions ===== | ||
- | This procedure has been successfully tested with | + | The concept of exporting data to Excel and importing it should be rather portable. |
* Microsoft Project 2016 | * Microsoft Project 2016 | ||
- | The concept of exporting data to Excel and importing it should be rather portable. 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. |