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"Refresh" refers to updating symbols'
dates, column text, and column values in Milestones Project Companion or Milestones Professional with the latest information in the Microsoft
Office Project file that was used to create the
Milestones schedule. Optionally, new tasks in the Microsoft Office
Project file are
added to the end of the Milestones schedule.
NOTE:
Not all schedules can be refreshed. |
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How the refresh process
works |
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Microsoft Office Project file is imported into Milestones, start and end symbols
are tagged with a Unique ID number from Microsoft Project and the word
"Start" or "Finish." Other symbols, column
headings, and various schedule areas are similarly tagged.
To
view a symbol's tag, click the symbol on the schedule the toolbar
change to the Current Object Symbol select the Symbol
Links tab in the Incoming Link and Automation Tag
section view the Automation Tag box. |
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During the refresh process, tagged items in
Milestones are matched to their counterparts in the selected Microsoft Project
file. All tagged items are replaced with the latest data from the
Microsoft Office Project file. Thus, if a start date
changes in the Microsoft Office Project file, refresh will update that same start date
in the Milestones schedule. |
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How to refresh a
Milestones schedule's data with new Microsoft Project data |
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Open the Milestones Project Companion or
Milestones Professional schedule that was created by importing an Microsoft Office Project schedule.
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Choose the Connections
tab in the Microsoft Office Project section choose
Refresh Previously imported Project.
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Browse to
find the Microsoft Project schedule that generated this Milestones schedule.
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Click once
on the Microsoft Project file and choose Open. This dialog box below
appears:
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Refresh Using:
If, when the Milestones schedule was created, symbols were
tagged with a Microsoft Office Project field other than UniqueID,
it's possible to select that field and use it to refresh the
schedule.
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Highlight obsolete milestones:
Symbols in the Milestones
schedule which are no longer in the Microsoft Project file will change to a
question mark symbol
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Append Tasks: Choose to add tasks to the presentation chart.
Note that if a number of tasks have been added, re-importing is
usually best.
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Adjust Date Range:
Check this if the date range (start/end dates) of the Milestones
chart should be changed to reflect the changes made during the
refresh process.
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Refresh
Symbol Text: updates text/values attached to symbols with the
source field's text/values
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Refresh
All Columns: updates column text/values with the source field's
text/values
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Refresh
Percent Complete: updates each status symbol, according to the
latest percent complete values. The status symbol controls the
fill-to-status for connectors and symbols
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Refresh example |
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Import an Microsoft Project schedule into
Milestones... |
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...to generate a
presentation-ready Milestones chart from the Microsoft Project data: |
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In Milestones, Task 1's start symbol is
tagged as "24,Start" because the matching task in Microsoft Project has the
unique ID number 24. If Microsoft Project Task 1's start date changes, and the
refresh feature is applied in Milestones, then the Task 1 start date
will change to match the change in Microsoft Project. |
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Why won't all schedules
refresh? |
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Some schedules are not able to be refreshed
with the latest data from the Microsoft Project source file. The initial import
wizard path determines if the schedule can or cannot be refreshed. |
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When refresh is not allowed, re-importing
the Microsoft Project file is recommended. |
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The reasons for preventing refresh of
selected schedules include: in some cases, refresh would not respect the
initial import of selected tasks; refreshing the schedule would take
significantly longer that re-importing. |
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IMPORTANT NOTES:
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Time-scaled values found in ValueSets, among other schedule areas,
will not be updated.
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Microsoft
Project files that have significantly changed after the initial import
into Milestones, should be re-imported for the latest Project data.
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Refreshing
does not change the format of the Milestones schedule.
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Symbols in
Milestones can be extensively rearranged (moved to various task
lines). Their location is not important, as the Unique ID tag
identifies each symbol in Milestones.
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Symbols can
be tagged manually by entering the Microsoft Project tasks' unique ID
numbers, along with "Start" or "Finish" in the Automation Tag field,
as shown above. The tag is case sensitive.
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Manipulating
the Microsoft Project file: Sorting a
resource or task list does not change the Unique ID numbers in
Microsoft Project. However, cutting and pasting task rows does change the Unique
ID numbers, as Microsoft Project sees that as creating new task rows. Those
same tasks in Milestones would, therefore, not be identified correctly
when the Refresh is applied.
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Milestones
schedules should be saved before refreshing.
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Learn more |
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Using Milestones Professional with Microsoft Office Project |
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