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72:msproject [2018/11/07 13:36] – 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 '' | * Go to '' | ||
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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 '' |
- | {{ : | + | [[https:// |
- | **<font inherit/ | + | **(1)** |
- | MS Project currently only supports importing one predecessor per task. As activities in Stages might have multiple predecessors, | + | MS Project currently only supports importing one predecessor per task. As activities in Stages might have multiple predecessors, |
- | <font inherit/ | + | **(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 '' | ||
- | <font inherit/ | ||
===== 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 | ||
- | Select either '' | + | **(1)** All process activities are imported as tasks, including their hierarchy and order |
- | Select " | + | **(2)** |
- | Check the import preview. If necessary, adjust the attribute mappings | + | **(3)** Predecessors |
- | If import errors occur, you can either 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 ===== | ||
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* Microsoft Project 2016 | * 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. |