Microsoft Project Import - Build a schedule and link it to Project   

Build a "free-form" presentation schedule and update it from Microsoft Project   

Schedules like the one to the right can be built freeform. Then, the symbols and rows can be  "tagged" to tasks in Microsoft Project.  Once built and tagged, Milestones refresh can be used to keep the schedule up-to-date whenever the Microsoft Project schedule changes.  

This method is ideal for building Integrated Master Schedules (IMS) for program management.

 

 

Tag Symbols

Symbols are tagged with a unique identifier from Microsoft Project, followed by the name of the date field and the name of the field to be used for symbol text.  

Tag each symbol with the corresponding Unique ID, date field, and an optional fields for Symbol Text and Symbol Note

View/change the symbol tag.View/change the symbol tag.

Tag each symbol with the corresponding unique identifier, date field, and optional fields for symbol text and symbol notes.

In Milestones:

  1. Click to select a symbol.  The toolbar changes to Current Object: Symbol.

  2. Click the small Symbol Links tab on the toolbar.

  3. In the Incoming Link and Automation Tag section, click .

  4. Enter a unique identifier, date field, and fields for text and notes.  If refreshing from multiple Microsoft Project schedules, enter a nickname.

  5. Click OK to complete the process.

Symbol tag contents.

 

 

Tag Rows and columns

Tag the rows: To update Milestones Professional columns with fields from Microsoft Project,  tag each row of the Milestones schedule with the corresponding unique identifier from Microsoft Project.

Tag the columns: For each Microsoft Project Field (such as BCWP, Name, WBS) to be added to the Milestones Professional schedule, tag a column.

See:

Tag columns and rows

 

 

Keep the presentation schedule up-to-date

Now that the schedule’s task rows, column headings, and symbols have been tagged, the schedule can be "refreshed" or updated with a Microsoft Project,  Project Server or Project Online MPP file.

  1. Save the tagged Milestones schedule.  

  2. Choose Connections| Refresh Previously Imported Project

  3. Choose the Microsoft Project file to be used to update the Milestones Presentation schedule.

 

Related Topics

  1. Working with Microsoft Project
  2. Build a Free Form Presentation Chart and Update it with Primavera dates
  3. Import_from_Microsoft_Project_-_Create_earned_value_graphs_for_Microsoft_Project
  4. Import from Microsoft Project - the Milestones Professional Toolbox

 

  

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The fast easy way to schedule your projects:  Milestones Software by KIDASA Software, Inc. www.kidasa.com

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