EnterpriseTrack allows you to export project data from and to Microsoft® Project. This functionality allows you to update your project data in MS Project. A series of steps have to be completed in sequence before you can export project data
Installing the plug-in
Before you begin, you must install the EnterpriseTrack plug-in for Microsoft® Project. This has to be done only once per client machine.
- Navigate to the Project Import/Export page by selecting Project Module Menu (Project #) > Go To > Import/Export, or clicking the Import/Export link within the context of a project.
- Click the Show button next to Downloads. Select the Download EnterpriseTrack(TM) Plug-in for Microsoft® MS Project® Connector link and save the file to your local drive.
- Run the .exe file. This will install the plug-in on your machine. When you launch MS Project, you will see an Oracle Instantis EnterpriseTrack sub-menu under the Tools menu.
Exporting Project Data
- Navigate to the Project Import/Export page by selecting Project Module Menu (Project #) > Go To > Import/Export, or clicking the Import/Export link within the context of a project.
- Click the Export Project data to Microsoft® Project link.
- Select the type of export you want to perform, Read-Only Export or Lock Project and Export.
A Read-Only export allows you to export the project to MS Project without having to import it back into EnterpriseTrack. If you lock a project, no changes can be made to the project. You can make changes only when the lock is released. The project lock status is displayed on the Project Import/Export page. If a project is On-Hold, you can only perform a Read-Only Export. - Click the Read-Only Export button or the Lock Project and Export button located at the top of the page.
You can open the exported file or save it to disk. When you open the file, it launches MS Project and opens the exported project file.
- In MS Project you can make changes to the project data.