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Export Directly to
Microsoft Project
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(This article
covers both versions 2006 and 2008) |
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The easiest way to move a Milestones
Professional or Milestones Project Companion schedule over to Microsoft
Project is by using the Export Data...Direct to Microsoft Project option,
located on the File menu. |
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To send your Milestones schedule to
Microsoft Office Project: |
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1 |
In version 2008: Choose Export
to Project within the Microsoft Office
Project section of the Connections
tab. In version
2006: Choose Export Data..Direct to MS Project on
the File menu. |
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2 |
Select your task
column
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3 |
Press the Create Microsoft Project Schedule
(s) button. If Microsoft Project
is not running on your computer, Milestones will start
it. (Microsoft Project is required for this
operation). Once started, Milestones will create a
new Microsoft Project schedule. One task will be
created for each task on the Milestones schedule.
If the Milestones schedule has several milestones on a
task row, then multiple sub-tasks will be created in
Microsoft Office
Project. Single milestones will be exported to
separated tasks. However, if the tasks are
connected to a dependent symbol, the interface will
assume that this is a typical Start+Finish combination.
Similarly, if a symbol is a baseline start or baseline
finish symbol in Milestones (as set in the Milestones
toolbox), the interface will export the symbol as a
baseline date in Microsoft Office Project. |
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| Example
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This Milestones
schedule is unlike any format possible in Microsoft
Project. However, it is possible to move the
schedule information into Project. |
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| This row from
the above Milestones Professional schedule is
exported. |
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| Resulting
Microsoft Project tasks: |
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On the Milestones
Professional schedule, the IFL's row contains several
milestones. Each is labeled with symbol text to
indicate the milestone name.
When exported, each of the
milestones is exported to a separate Microsoft Project
task and the symbol text is used for the task name.
Note that in Milestones , there can be up to three rows
of symbol text. If there is more than one row of
symbol text found with a symbol on the Milestones
schedule, the symbol text will be put together so that
it is one long string. |
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If, however, there are
several bars on the Milestones row, like this: |
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then, the tasks will
be exported like this: |
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Notes about
this interface:
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If a symbol is a comment
symbol or a status symbol (as designated in the toolbox), it
will not be exported.
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Best attempts will be made by
the export logic to match up the correct start date with the
correct finish date. However, after you export your
schedule you should check it over to make sure that the
results were what you expect. (This is not an exact
process).
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If you would like the
Milestones chart to be "tagged" for refresh later, when you
update the Microsoft Project schedule, choose the Tag this
schedule for later refresh checkbox.
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The interface has the "smarts"
to export a Milestones Professional master schedule
hierarchy. If your schedule is a Milestones
Professional master schedule and you would like to export
the entire hierarchy, choose the Generate multiple
Microsoft
Project schedules for this Master Schedule option.
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Contact
support@kidasa.com
if you have any suggestions for this interface!
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If you have any suggestions about using this method to export to
Microsoft Project, please contact us. |
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