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Siebel Professional Services Automation Guide > Microsoft Project Integration > End-User Procedures for Microsoft Project Integration > Importing Information from Microsoft Project into Siebel Professional Services AutomationEnd 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
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Siebel Professional Services Automation Guide |