© 2004 ProjectHelp AS.
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ProjectHelp & MS Project
Integration Overview
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Introduction
• ProjectHelp offers a turn-key integration with Microsoft Project
• The integration allows project information to be exchanged between Microsoft Project and ProjectHelp
• ProjectHelp customers typically use this integration to share core project information created in Microsoft Project with colleagues, customers and suppliers.
• Information is transferred between ProjectHelp and Microsoft Project via a simple manual file import/export.
• ProjectHelp users can view and edit imported information in ProjectHelp’s own fully-functional Gantt module.
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Data Types
• The ProjectHelp – Microsoft Project integration allows users to transfer the following data types:
– Project name– Activities & activity names– Activity start, stop & duration – Activity dependencies & predecessors– Project Milestones– Task assignments
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Technical Overview
• This integration requires an installation of Microsoft Project on the ProjectHelp server
• The MS Project user also has a local installation of Microsoft Project as usual.
MS Project & ProjectHelp User ProjectHelp Server
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Integration in action
• Our user has created a new project in MS Project on his own computer and wants to share this out.
Internet
• The user creates an export file in Microsoft Project and imports the data into ProjectHelp, via the normal ProjectHelp web interface.
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Integration in action
• Other authorised users can now see the project information, inside the ProjectHelp Gantt module
Customer
Colleague
Supplier
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Importing data into ProjectHelp
• A project is planned in Microsoft Project
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Importing data into ProjectHelp
• The project information is exported from Microsoft Project as a standard .mpp file
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Importing data into ProjectHelp
• In ProjectHelp, the user now opens or creates a project into which the data is to be imported
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Importing data into ProjectHelp
• The user then clicks on Organisation... Import...
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Importing data into ProjectHelp
• A Choose File dialogue box opens, and the use selects the Microsoft Project file saved earlier.
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Importing data into ProjectHelp
• ProjectHelp shows the file to be imported and the user clicks Import...
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Importing data into ProjectHelp
• The process takes a few seconds and ProjectHelp shows an activity log to confirm the import
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Importing data into ProjectHelp
• The user now clicks on Gantt Chart and the information imported from MS Project is displayed.
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Exporting data from ProjectHelp
• The user simply clicks on Organisation...Export... And the Export to MS Project dialogue is opened.
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Exporting data from ProjectHelp
• The user clicks on Export and ProjectHelp confirms the process is successful with an activity log
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Exporting data from ProjectHelp
• The user clicks on the download icon and a normal File Download dialogue opens
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Exporting data from ProjectHelp
• The user can change the name of the file if required
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Exporting data from ProjectHelp
• The user receives confirmation of the download and can open the file directly in MS Project
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Exporting data from ProjectHelp
• The user views the exported file in MS Project