Thursday, November 01, 2007 12:49 PM
portapete
(IBN-CS 4.5) - How to synchronize with MS Project?
We've recently gotten a few questions from customers as to how to seamlessly synchronize your MS Project (2003-2007) file with the IBN-CS. For those of you who don't know, the IBN-CS has the ability to upload/export MS Project Files, which allows everybody on a project to essentially goto a webpage to look at the schedule, update their schedules/tasks and get auto notification as to when their tasks are due - essentially publishing a MS Project File online, allowing everybody (with permission) to modify on-the-fly.
In any event, here are the quick steps to importing in the MS Project file:
- In MS Project, use the "Save As" feature to save the file in an .XML format
- Log into your IBN-CS 4.5 instance
- Pick the project you'd like to use this MS Project file for
- Click the "Actions" button on the upper right hand corner and select "MS Project Data Exchange"
- In the Import area, either type or "Browse" the file name, and the click the [Import] button
- A series of question will pop up asking you to link references in the MS Project File to people in the IBN-CS system, as well as other possible connections you might want between the MS Proejct File and existing IBN-CS entities.
And that's it - you're ready to roll. You final result should look something like what is being shown below. At this point, people will start receiving automatic notification in either instant messages or e-mails about all of the things that they said they would do, but haven't yet. (publisher's note - I'd love to hear if anybody has broken Mark's record of missing 38 consecutive milestones - as far as we know, a world record)
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Tips & Tricks