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Importing Information from Microsoft Project into Siebel Professional Services Automation
End users can import information from Microsoft Project into Siebel Professional Services Automation by using the Plan Integration view in the Projects screen. As part of this process, an existing template must be specified that defines how Microsoft Project fields are mapped to Siebel Professional Services Automation fields. For general information about these templates, see Understanding Mapping Templates.
The following procedure explains how to import a Microsoft Project file into the Siebel database. As part of this process, end users can attach the file to either a new record or an existing record in the Plan Integration view. To preserve a historical record of Siebel data and Microsoft Project data throughout the project, end users can use a new plan integration record for each importation. If there is no need for the historical record, end users can use an existing plan integration record, which causes older data to be overwritten with newer data.
NOTE: After each importation of data from Microsoft Project to Siebel Professional Services Automation, end users can click the Update button in the Plan Integration list to verify that the importation process is finished. The Update button requests an update on the import process from the Siebel Document Server and refreshes the Projects Tasks and Projects Team Workbook views to reflect the results of the import. The process is finished when clicking the Update button makes the value Completed appear in the Import Status field.
To import a Microsoft Project file into your Siebel database
- Navigate to the Projects screen.
- From the visibility filter, select the appropriate view.
- Drill down on the Name field hyperlink for a selected project record for which you want to import information from Microsoft Project.
- Click the Plan Integration view tab.
- In the Plan Integration list, use one of the following methods to specify the record to which your Microsoft Project file will be attached:
- To preserve records of any earlier importations, or to import a file for the first time, create a new plan integration record.
- To overwrite the most recent importation of an existing file, select the existing plan integration record that was used for the earlier importation.
- In the Attachment Name field, click the select button to display the Add Attachment dialog box, and then complete the following substeps:
- In the Add Attachment dialog box, click Browse.
The Choose File dialog box appears.
- In the Choose File dialog box, select the Microsoft Project file that you want to import and click Open.
- If you have not previously specified a mapping template for this record, complete the following substeps; otherwise, skip to Step 8.
- In the Plan Integration list, in the Mapping Template field, click the select button.
- In the Pick Microsoft Project Mapping dialog box, select the mapping template that you want to use and then click OK.
- In the Plan Integration list, click Import.
- Wait briefly, and then, in the Plan Integration list, click Update.
If the import process is finished, a value of Completed appears in the Import Status field. If the import process is not finished, repeat this step.