Importing Tasks

Importing Microsoft Project Plans

Compound Import

Microsoft Project Task Import provides the ability to select and import tasks from multiple Microsoft Project files supporting Microsoft Project 98, 2000, and 2003. The import facility supports import for the following fields:

 

Resources

Tasks can be imported at any point in the task hierarchy.  The resources assigned to the task in MS Project will be included in the task comments box and has no correlation to the users in TeamHeadquarters.

 

Overriding Task Status

By default, tasks are imported with a status of Planning, Active or Closed depending on the percent complete and/or actual start date of the imported task. TeamHeadquarters allows you to override this default behavior. You can force all non-closed tasks into a Planning state or an Active state by varying the ‘Import Tasks with Status of’ option on the import screen.

 

Compound Microsoft Project Import

By default, only the project manager and the person who the task has been assigned to can import to that particular task. The project manager is the only one who has the rights to import at the project task folder  level. This enables the project manager to assign phase level tasks to participants and empower the participants to upload their specific plan for their phase when ready. TeamHeadquarters will perform the date re-calculations based on project start times and phase level task dependencies.  This "Compound Microsoft Project Import" is a very powerful tool when managing large projects with multiple project managers.

 

How to import tasks

Note: Microsoft Project files must be imported as a Microsoft Access .mdb file. Therefore, the Microsoft Project Save As feature must be used with a file type of .mdb (not available in Microsoft Project 2007).

  1. Right-click on the project's Tasks folder, on a parent task, or on an existing task.

  2. Select the Import function.

  3. Click on Browse and select the .mdb file for import.

  4. Enter your TeamHeadquarters user name and password.

  5. Select the Task Status to assign to the tasks as either Planning or Active. Select “Let MS Project Specify” to set the status based on Actual Start Date and Percentage Complete.

  6. Click Save.

  7. A message will appear indicating that the import session has been scheduled. You will be notified via email when the import is complete. This function runs in the background on the server as a scheduled session and enables the user to continue using TeamHeadquarters while the import is taking place.

 

Notes: