Run the Teamcenter – Microsoft Project plug-in

Procedure

1. Open Microsoft Project.
2. Click the Teamcenter Integration button. Teamcenter displays a logon dialog box.
3. Type your Teamcenter user name and password to connect to Teamcenter. If prompted for the Teamcenter URL, type the URL to the Teamcenter web tier (http://host:port/tc/). The logon dialog varies depending on whether you use Security Services.
4. Select an option:

Export

Exports a Microsoft Project schedule to Schedule Manager.

• You can select whether to update the schedule tasks with the updated content from Microsoft Project, or replace the entire schedule.

  • Replace All — the current schedule data in Schedule Manager is deleted and replaced with the content from the schedule you are exporting.
  • Update — the schedule task Planning properties (Work Effort, Start Date, Duration, Priority, Fixed Type, Constraint) and Execution properties (Work % Complete, Task State, Actual Start Date, Actual Finish Date) are updated. Teamcenter does not update schedule tasks with a State value equal to Complete, Closed, Aborted, or values identified in the SM_PREVENT_UPDATE_STATES preference.

• Select a schedule in the Schedule Selector dialog box. You can map any Microsoft Project resources to members in the selected schedule.

  Note: You cannot map two Microsoft Project resources to the same Teamcenter resource.

• Before an export operation, create a schedule in Teamcenter with the correct time zone, dates that include the tasks to be exported, and the resources you want to use.

• If WBS formats are not similar, codes transfer incorrectly and appear in red in Schedule Manager — regenerate the WBS codes for that schedule.

• The Warning dialog does not display if the schedule you are exporting to Active Workspace was not first imported from Active Workspace; in this situation the process defaults to Replace All.

Import

Imports a Schedule Manager project into Microsoft Project.

• Select a schedule in the Schedule Selector dialog box.

  Note: If WBS formats are not similar, the code is ignored.

Clear

Removes the linking information between Microsoft Project and Schedule Manager.

When a project is imported after being imported or exported, the Microsoft Project data is overwritten with the latest Teamcenter data. Similarly, exporting again after an import or export overwrites the Teamcenter data with the Microsoft Project data. If you do not want to overwrite the project, click Clear to remove the Schedule Manager linking information from the current project; you can then import/export the project to the end of Schedule Manager/Microsoft Project again independently.

About

Provides information about Schedule Manager Integration.

5. After clicking Import or Export, you are asked to log on to Teamcenter. Enter your Teamcenter user name and password.
6. Click Close to close the dialog box and return to Microsoft Project.

Results

Note: If an environment variable (TEMP) is set, the TcProjectAddin.log file is created in the Windows Temp folder; otherwise the log file is saved in the <install dir>\log folder.