Import Project Plan from IFS/Project to Microsoft Project
Explanation
A project in IFS/Project can be integrated with a Microsoft Project file by
using the IFS Microsoft Project Add-in. When this Add-in is
installed, you will be able to access IFS/Project by using the IFS
Applications menu shown on the menu bar in Microsoft Project. In this menu,
select the Connect to IFS option in order to establish a connection to
the desired IFS database.
When connected to an IFS database, you can import a
project plan from IFS/Project to the active Microsoft Project file through the
import function in the IFS Applications menu. All information necessary
for project planning purposes is handled in the integration, such as project
information, the sub project structure and activities with their relevant
information. In addition, for each import, it can be configured whether certain data
types should be transferred, such as dependencies, constraints, resources and
resource assignments.
An import can either update an existing project or create an entirely new
project plan in an empty Microsoft Project file. The import will update the
entire Work Breakdown Structure (WBS) by adding new activities and sub projects,
as well as modifying existing activities and sub projects. As a result of the
import, activities and sub projects that exist only in the Microsoft Project file
will be deleted.
Prerequisites
- Microsoft Project must be installed.
-
The IFS MSP Add-in must
be installed. Refer to the
Release Notes for more details.
- The Project ID must exist in
IFS/Project.
- You must have access to the
entire project to perform the import.
System Effects
- When the Import From IFS
menu option is run for the very first time, a new table is automatically
created in Microsoft Project which is used for the integration to
IFS/Project.
- The active Microsoft Project
file is updated. If there is no active file in Microsoft Project, a blank
project is opened and updated.
- The Microsoft Project file
is updated with information from the IFS project. Data in the IFS/Project will be
imported to the MS Project as specified in detail in
About Integration to
Microsoft Project.
- The sub projects and activities will be imported as tasks to Microsoft
Project. All tasks will be outlined in a hierarchical order according to
their placement in the subproject structure in IFS/Project. Activities are
outlined below their respective sub projects.
- Activities and sub projects that exist only in the Microsoft Project file
will be deleted.
- If the Resource Assignments check box in the Import Project
from IFS
dialog box is selected, all resource allocations to project activities are
imported together with the basic data for these resources. By selecting the
Resources check box, all resources connected to the company of
project including those that are not allocated, will be imported with the
basic data information. Resource information in Microsoft Project will be
created or updated.
- If the Constraints
check box in the Import Project from IFS dialog box is
selected, information about constraints on activities will be imported. If
no constraint type is set on the activity in IFS/Project, the activity in
Microsoft Project will get the As Soon as Possible default constraint type.
Constraints in Microsoft Project will be created or updated.
- If the Dependencies
check box in the Import Project from IFS dialog box is
selected, information about activity dependencies including dependency type
and lag in days, will be imported. Dependencies in Microsoft Project will be
created, updated or deleted.
Window
N/A
Related Window Descriptions
Import Project from IFS
Procedure
- Open Microsoft Project and click on the IFS Applications
menu option on the menu bar.
- Select the Import From IFS option and the
Import Project from IFS dialog box will open.
- Click on the Resources, Resource
Assignments, Dependencies or Constraints check boxes
according to your requirement.
- Enter the IFS Project ID or select it from the List of
Values.
- Click Start.
- Once the import is completed click OK to close the dialog box.