Add a tag to a symbol

Question:     

added a symbol to my schedule and want to link it to Microsoft Project.  What's the easiest way?

 

Answer:

There are a couple of ways to accomplish this.

Method 1: Link to Active MS Project task

The Link to active MS Project task is the easiest way:

In Microsoft Project, click to select the task to be linked.

In Milestones, right click the symbol and choose Link to Active MS Project task.

 

  1. In Microsoft Project, click to select the task to be linked.

  2. In Milestones, right click the symbol and choose Link to Active MS Project task  In the dialog box, choose the Date field (like Finish) and the ID field to use for a tag (like UniqueID).

  3. To tag the symbol, click Tag. To update the symbol immediately using the date from Project click Tag and Update.

 

Method 2: Via the toolbar
  1. With  (the toolbox Arrow tool), click to select a symbol.  The toolbar changes to Current Object: Symbol.
  2. Click the small Symbol Links tab.
  3. Click Create/edit tag for Refresh.  .  This will bring up the Build Symbol Tag for Refresh.   Enter a Unique ID to manually tag the symbol, and then pick all the remaining fields to build the tag.

            

 


 

 

Related topics

Add a missing field from Microsoft Project

Add a tag to a symbol

Compare two files after refresh

Don't want to show unmatched Microsoft Project tasks in the refresh report   

Highlight changed dates when refreshing

Microsoft Project to Milestones Wizard refresh reports

No changes after schedule refresh

Symbol tags across multiple files

Build and tag a schedule for refresh (Milestones Help)

Link a symbol to Microsoft Project (Milestones Help)

 

 

 

 

 

 

Applies to Milestones Professional:    2019        2021        2023         2025

 

    

    

     

    

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