Once you have saved the third-party schedule files in an importable format (CSV, XML, or MPP) and defined the data mapping, you are ready to import the files into the Unifier schedule sheet template.
To import a CSV file
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates in the left Navigator. |
| • | For a project template, in the left Navigator, click Templates > Projects (Standard) > [project] > [project template] > Schedule Manager > Schedule Sheets. |
| • | For a shell template, in the left Navigator, click Templates > Shells > [shell type] > [shell template] > Schedule Manager > Schedule Sheets. |
| 3 | From the Schedule Sheets log, open the Schedule Sheet template into which you want to import the third-party schedule. The Schedule Sheet template opens. |
| 4 | Choose File > Import > From CSV. |
When you import the file, you can select the data mapping you want to use for the importing files; however, in some cases, MPP files do not require that you to select a data mapping.
If a default mapping was created, you will not have to select a mapping. If not, Unifier will display a Select Data Mapping window. If this window opens, select the data mapping you want to use for this import and click OK.
The File Upload window opens.
| 5 | Browse to select the CSV file to upload. |
| 6 | Click OK. |
To import XML and MPP files
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates in the left Navigator. |
| • | For a project template, in the left Navigator, click Templates > Projects (Standard) > [project] > [project template] > Schedule Manager > Schedule Sheets. |
| • | For a shell template, in the left Navigator, click Templates > Shells > [shell type] > [shell template] > Schedule Manager > Schedule Sheets. |
| 3 | From the Schedule Sheets log, open the Schedule Sheet template into which you want to import the third-party schedule. The Schedule Sheet template opens. |
| 4 | Choose File > Import > From External Source. |
When you import the file, you can select the data mapping you want to use for the importing files; however, in some cases, MPP files do not require that you to select a data mapping.
If a default mapping was created, you will not have to select a mapping. If not, Unifier will display a Select Data Mapping window. If this window opens, select the data mapping you want to use for this import and click OK.
| 5 | Use the following table to complete the fields in this window. |
|
In this field: |
Do this: |
|
MPP |
Data mapping is not required; leave the Data Mapping field empty. |
|
MPP XML |
Data mapping is required; select the mapping you want to use. |
|
MPP activity calendar |
Select Consider Activity Calendar. Note: This requires an existing calendar in Unifier with the same name. See "Creating Multiple Calendars" If an activity calendar is not imported and considered, the activity will use the existing calendar defined in the schedule sheet properties. |
|
MPP Resource assignments |
Data mapping is not required; leave the Data Mapping field empty. Note: This requires a data set for the SYS Resource Type data element. See "Add a data definition (Basic and Cost Codes)". Use MPP standard resource types: Work, Material, and Cost. Upon import, Unifier will soft-book these resource types. |
| 6 | Click OK. The File Upload window opens. |
| 7 | Browse to select the file to upload. |
| 8 | Click OK. |
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