Importing Project Data from Microsoft Project
You can use the Import feature when you are ready to bring all your data into EnterpriseTrack. A series of steps have to be completed in sequence before you can import data into the EnterpriseTrack system.
Before you begin importing data, do the following:
- Ensure that you have a Microsoft Project template. This template is used when you export/import data from EnterpriseTrack.
- Check if you have downloaded the latest version of the EnterpriseTrack plug-in for Microsoft Project. For instruction on downloading the plug-in, see topic Exporting Project Data to Microsoft Project.
To import data from Microsoft Project, do the following
- Launch Microsoft Office Project on your machine.
- In MS Project, select the Export to EnterpriseTrack option from the Tools menu. The plug-in saves the required data as a zipped XML file.
- Save the file to a directory. Oracle recommends that give the file a meaningful name.
- In your EnterpriseTrack system, navigate to the Project Import/Export page by clicking the Import/Export link within a particular project.
- Click the Import Project data From Microsoft® Project link.
- Check the Release Project Lock box to release the project lock and import. Leave the box unchecked if you do not want remove the lock.
- Click the Browse button. Locate the file that you saved in step 3.
- Click the Import button to begin the import process. A conformation message is displayed when the data is successfully imported. Your data can now be viewed within EnterpriseTrack.
Note: You can use the Data Upload APIs to import multiple files at the same time. See EnterpriseTrack Integration API Reference Guide for more information.
Importing and Exporting Project Information
Importing and Exporting Metrics
Importing and Exporting Financials
Exporting Project Data to Microsoft Project
Installing the plug-in