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Microsoft Project Considerations

Unifier uploads Microsoft Project directly into a schedule sheet.

• To use the Activity Calendar from Microsoft Project, first create a calendar in Unifier with the same name as the external calendar. Refer to the "Create a custom calendar in the schedule manager" in the Unifier Managers User Guide for additional information.
• To import Resource Assignments from Microsoft Project, first add the same MPP resource types to the SYS Resource Type data set in Unifier. We recommend using MPP standard resource types: Work, Material, and Cost. (See Working with Data Definitions.)
• Configuring CBS code segments is not necessary for Microsoft Project. See CBS code options for Primavera XML and Microsoft Project XML.

Overall steps to import third-party schedule files

1. Save the third part schedule files.

   For Microsoft Project files (this is available through the user interface, only):

   • Save the files as MPP or export the Microsoft Project file to CSV or XML.
   • Use this file as a template (the MPP files do not require mapping).

   For Primavera XML files (this is available through the Web Services, only):

   • Export the Primavera file to XML.
   • Modify the XML file to use with web services, as described in the Unifier Integration Interface Guide.
   • Select Import distribution data from external source (refer to the "Select the activity budget distribution profile" topic in Unifier Managers User Guide).
2. Define data mapping.
3. Import the CSV or XML files to create or modify schedule sheet activities.

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Last Published Saturday, July 13, 2024