Importing a Microsoft® Project plan Setting priority levels | Importing to OpenAir Import to an existing OpenAir project Selecting the Microsoft® Project plan 1. Select the Microsoft® Project plan (.mpp) that you wish to import into your OpenAir account. It will become an OpenAir project. If this is the first time you are importing a particular Microsoft® Project plan into OpenAir, a pop-up message will remind you that you must keep the mapping file (.mdb) in the same directory as the .mpp file. Click on "Yes" to continue the import. 2. Enter the full path of the location of the file, or click the "..." button to browse for the file. (If you need to coordinate your OpenAir priority settings with those of Microsoft® Project, click on the "Advanced" button; see below.) 3. Select a name for the project. This name will appear in project lists in your OpenAir account. If you select a project name that already exists in your account, you will see the following message when you attempt the import, "A project with the name '[project name]' already exists in your account. Importing will create a new project with the same name. Are you sure you want to continue?" If you click "Yes," the import will proceed, and you will have two projects with the same name in your account. If you click "No," the import will not take place, allowing you to change the project name. 4. Select from the client drop-down field the name of the client to which you want to associate this new project. Then choose whether or not this is a "tracked" (default) or "untracked" project in the "OpenAir stage" drop-down field. You can then click on either the "Next" button to continue the import process, or on the "Advanced" button to set your project priority levels (see below). Go back to the Projects Connector Index In the OpenAir Projects module, tasks are assigned priority levels ranging from 1 to 9. In Microsoft® Project 2000 and 2003, however, tasks can be assigned priority levels of 1 to 999. In Microsoft® Project 98, priority levels are text descriptions, such as "lowest," "highest," etc. The order of priority levels can also differ, depending on how the project was initially set up. For example, 9 might be the highest priority and 1 the lowest, or it could be the opposite, with 1 as the highest priority and 9 as the lowest. The priority order may differ between your Microsoft® Project file and your OpenAir account. You need to select the order of the priority levels for your OpenAir account, so that the OpenAir Projects Connector can properly make the transition from the priority order in your Microsoft® Project file to the order in your OpenAir account. Click the "Advanced" button to display the "Advanced" dialog box; the "Priorities" tab and dialog will be displayed. This mapping will account for different priority assignments and levels in both systems, adjusting the Microsoft® Project order to that of your OpenAir account. For example, if you have your highest priority set to 1 in your OpenAir account, select the "Descending priority levels" option. Click "OK" to save your changes, or "Cancel" to close the dialog box without saving any changes. Go back to the Projects Connector Index The final step is to perform the actual import. Click on "Finish" in the "Ready to import" dialog to import the file. (Note: when you click on finish, you will be presented with a dialog box that will allow you to choose to lock or not lock the project.) After making your choice to lock or not, you will need to wait while the import takes place. Once the import is finished, you can review the summary of your import, and then click "Exit" to close the Projects Connector application. Log in to your OpenAir account, and begin working with your new project! Please note: You can change the name of your project when you are doing an update/import. Go back to the Projects Connector Index You can import a project plan from Microsoft® Project using the Projects Connector into an existing OpenAir project only if: 1. The OpenAir project is empty (i.e. it has no tasks or phases already created), or 2. You created the project in OpenAir by importing from Microsoft® Project and locked the project at the end of the import (see "locking project files"). To import a project plan from Microsoft® Project into an existing OpenAir project, you need to select the project plan you wish to import and the OpenAir project you wish to import into, using the import dialog (see above). If you have selected an OpenAir project that already has tasks and phases in it, you will see a message that the project is not empty. Go back to the Projects Connector Index |
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