Import a schedule into Microsoft Project and update the schedule task planning properties

As a schedule coordinator, you can import a Schedule Manager schedule into Microsoft Project and update the schedule tasks' planning and execution properties from within Microsoft Project. This functionality is useful when there are employees in your organization who are responsible for updating schedules but don't use Active Workspace or Schedule Manager.

Note: Your system administrator must first configure Microsoft Project integration.

Note: If there is any existing data in the Microsoft Project file when you import the Schedule Manager data, a message displays informing you all existing data in the Project file will be deleted. The existing data is deleted because it is overwritten with the new data.

Procedure

1. Log on to Microsoft Project.

2. Click Teamcenter Integration.

3. On the Teamcenter Integration screen, click Import.

4. Log on to the Teamcenter server by entering your username and password, and then clicking Login.

   If you are set up to use single sign-on (SSO), you may not be prompted to log into the Teamcenter server.

5. Do one of the following:

   • Select a schedule from the Schedule Selector and then click OK.

   • Use the Schedule Name and Schedule ID boxes to filter the list when a large number of schedules are displayed. Once you have narrowed the results, select your desired schedule and then click OK.

     Note: If more than 500 results are still displayed after you filter the results, Active Workspace prompts you to further refine your filters. This helps optimize performance of the Teamcenter Integration plugin.

6. Use Microsoft Project to update the following schedule task planning and execution properties: Start Date, Finish Date, Duration, Work Estimate, Priority, Fixed Type, Constraint, Actual Start Date, Actual Finish Date, Percent Complete, Task State, Task Status.

7. (Optional) Export the schedule to Active Workspace.