1. Engineer to Order Implementation Guide
  2. Exporting ETO Project Information to Microsoft Project

Exporting ETO Project Information to Microsoft Project

Select MS Project Integration (G31P13), Export to MS-Project.

When you export project information, the system creates a comma-delimited flat file (.csv) that contains all of the fields in the Work Order Master table (F4801) for all of the task records in the WBS. The system saves the flat file to the location that you specified in the processing options for the Export to MS-Project program (R31P404).

To ensure that the export runs successfully, you must define this information in MS Project:

  1. Open MS Project, name a project file, and save it with a Microsoft Excel Workbook filetype.

  2. Click the Save button to display the Export Mapping form.

  3. Click the New Map button on the Selective Data tab.

  4. Enter a name for the import/export map on the Define Import/Export Map form.

  5. On the Options tab, verify these selections and values:

    • Tasks option in the Data to import/export group box.

    • Export header row/Import includes headers in the Microsoft Excel options group box.

    • Text delimited value of '.'.

      .

When you open the flat file in Microsoft Project, the system prompts you to map flat file fields to corresponding fields in the Microsoft Project file that you want to create. For the integration to work properly, you must map these fields to the corresponding Microsoft Project fields:

Flat File

Microsoft Project

Comment

SEQN

Unique ID

The system uses the task sequence field to determine the Microsoft Project task ID.

DL01

Name

In Microsoft Project, all tasks must be named.

STRT

Start

This field is required to create a Gantt chart.

DRQJ

Finish

This field is required to create a Gantt chart.

Successors

Successors

This field is required to display task links in Microsoft Project.

Outline Level

Outline Level

This field is required to display parent/child relationships in Microsoft Project.

DOCO

Text01

This field is required to import information from Microsoft Project.

DCTO

Text02

This field is required to import information from Microsoft Project.

PARS

Text03

This field is required to import information from Microsoft Project.

All other fields are optional. Save the export mappings.