Microsoft Project Import - Link a task row to Microsoft Project using the right-click menu

One way to build a schedule from Microsoft Project dates is to use the right-click menu and add information from Project in an ad-hoc manner.  In addition to tagging the task rows, it's possible to add symbology.

1. Open a named Milestones Professional schedule.

2. Open a Microsoft Project schedule.

3. Select one or more tasks in Microsoft Project.

4. Move back to the Milestones Professional schedule previously opened.

5. Right-click a task row on the Milestones Professional schedule.

6. Choose Link to Active MS Project task...

7. Make selections in the dialog box: (see numbers below image)

The numbers below correspond to the numbers in the dialog box above:

1. Tag task rows if linking one task.  If linking several tasks, leave this un-checked.

2. Pick the UniqueID to use for tagging.

3. If this Milestones schedule has a refresh list and will be updated from several Microsoft Project schedules, pick the nickname from the list.

4. Add Symbology.  Leave un-checked only if you are just tagging the tasks and do not want to add Microsoft Project dates.  

5. Click either Custom Symbology or  Standard symbologyStandard symbology, depending on how the tasks will be added.  How to decide.How to decide.

   Custom symbology lets you add up to 7 Microsoft Project dates.  It's possible to specify which dates are standalone and which dates are connected.

   Standard symbology offers a list of common symbology choices.  For example, one of the choices is Start+Finish with Baseline Start+Baseline Finish.

   #	Description	Example	Status	Symbol Text*
   1	Milestone: Finish Displays Finish date as a single milestone.		Uses numeric % complete field specified or % complete.  If <100%, will use after status shape and color.	Added to Finish date.
   2	Milestone: Start Displays Start date as a single milestone.		Uses numeric % complete field specified or % complete  If % complete=0, will use after status shape and color.  Otherwise will use shape and color shown in toolbox.	Added to Start date.
   3	Milestones: Start and Finish Start and Finish dates are displayed as individual milestones.		Same behavior as described above for Start and Finish.	Added to Start and Finish dates.
   4	Milestones: Start and Finish and Baseline Start and Finish Displays Start, Finish, Baseline Start and Baseline Finish as individual milestones.  Baseline symbols will use the toolbox row immediately following the toolbox row specified for Start and Finish.		Same behavior as described above for Start and Finish.	Added to all symbols.
   5	Bar: Start and Finish Displays the Start and Finish dates connected using the bar in the toolbox row specified		Uses numeric % complete field specified or % complete to set progress for the bar.	Added to Start date.
   6	Bar: Baseline Start and Baseline Finish Displays the Baseline Start and Finish dates connected by a bar.		N/A	Added to Baseline Start date.
   7	Bar: Finish with slip Displays the Finish date, connected to the Baseline Finish date		Uses numeric % complete field specified or % complete.  If <100, Finish milestone will use after status shape and color.	Added to Finish date.
   8	Bars: Start-Finish and Baseline Start-Baseline Finish    Two bars are added.  The first bar is the Start date connected to the Finish date using the symbols and bar in the row specified.  The second bar is the Baseline Start connected to the Baseline Finish, using the symbols and bar in the row immediately below the row specified.		Uses numeric % complete field specified or % complete to set progress for the bar.	Added to Baseline Start date and Start date.
   9	Bar: Start and Finish with Status. The Start date is connected to the Status Date field specified in the wizard.  Then, the second bar is drawn from Status Date to Finish date.        The left-most symbol of the toolbox row specified is used for both the start and end dates.  The right-most symbol is used for the status date (if a date field is used for status.)		If a numeric status field is specified (like % complete), draws the bar from start to finish using the % complete field specified.    Otherwise draws two bars using status date field.	Added to Start date.
   10	Bar: Start and Finish with slips. The Start date is connected to the Finish date using symbology on the toolbox row specified.       The Start date is then connected to the Baseline Start using the left-most symbol of the toolbox row immediately below the toolbox row specified.       Last, the Finish date is connected to the Baseline Finish using the right-most symbol of the toolbox row immediately below the toolbox row specified.		Uses numeric % complete field specified or % complete      Start date:   If % complete=0, will use after status shape and color.  Otherwise will use shape and color shown in toolbox.      Finish date:   If <100, will use after status shape and color.	Added to Baseline Start date and Start date.
   11	Bar: Baseline Start and Baseline Finish with slips.    The Baseline Start date is connected to Baseline Finish date using symbology on the toolbox row specified.       The Start date is connected to the Baseline Start date using the left-most symbol of the toolbox row immediately below the toolbox row specified.       The Finish date is connected to the Baseline Finish date using the right-most symbol of the toolbox row immediately below the toolbox row specified.		Uses numeric % complete field specified or % complete     Start date:   If % complete=0, will use after status shape and color.  Otherwise will use shape and color shown in toolbox.     Finish date:   If <100, will use after status shape and color.	Added to Baseline Start date and Start date.
   12	Bar: Start and Finish with Status and Baseline. This is the same as #9 but will also show baseline.     The Start date is connected to Status Date field specified in the wizard.  Then, the second bar is drawn from Status Date to Finish date.          The left-most symbol of the toolbox row specified is used for both the start and end dates.  The right-most symbol is used for the status date if a date field is used for status.     NOTE: You may need to update your Milestones Professional 2015 software as this feature was added in May, 2015.		Uses numeric % complete field specified or % complete      Start date:   If % complete=0, will use after status shape and color.  Otherwise will use shape and color shown in toolbox.      Finish date:   If <100, will use after status shape and color.
   13-22	Bar: Baseline(1-10) Start and Baseline(1-10) Finish Displays the Baseline Start and Finish dates connected by a bar. 13-Baseline1 14-Baseline2 15-Baseline3 16-Baseline4 17-Baseline5 18-Baseline6 19-Baseline7 20-Baseline8 21-Baseline9 22-Baseline10		N/A	Added to Start date.

    

    

6. If linking one Microsoft Project task to a blank Milestones row, choose All on selected row.  To add multiple Microsoft Project task dates to a single Milestones row, also choose All on selected row.  To have Milestones insert one new task row for each Microsoft Project task choose On New Rows.  For this, optionally choose Outline new task(s).

7. Click Finish.