OpenAir Toolbar

Once you install Projects Connector, the OpenAir Toolbar is added to the Microsoft Project application.

Click the OpenAir ToolBar to display the list of tasks you can perform using Projects Connector. Refer to the example and descriptions that follow.

Each option launches a window that helps you perform a task.

• Account Settings — Use this option to enter account information and establish a connection to your OpenAir account. Once connected, you have access to your OpenAir project information and resources information.

• Pull OpenAir resources — Use this option to pull or copy OpenAir resources into Microsoft Project. You can use these resources as you build your project plan in Microsoft Project and map them to OpenAir users when you push a project to OpenAir.

• Push to OpenAir — Use this option to push a project from Microsoft Project to the Projects module in OpenAir. Map Microsoft Project resources to OpenAir users, change priority levels, and map Microsoft task fields to OpenAir task or custom fields. Indicate whether you are locking the OpenAir project for future editing in Microsoft Project and if you are importing it to an existing project.

• Pull from OpenAir — Use this option to pull a project from OpenAir into Microsoft Project. Remember, a new project file is established in Microsoft Project even if you have an existing project file that corresponds to the project you are pulling. You can change priority levels and select settings to export actual work hours, although we recommended you do this with caution. Refer to Pull a Project from OpenAir in to Microsoft Project for more information. Indicate whether you are locking the project in OpenAir, which is recommended, so you can push it to the same project after editing it in Microsoft Project. You are also prompted to export OpenAir schedule information. We recommend this since it ensures an accurate timeline in Microsoft Project.

• User Guide (pdf) — Opens a browser with the Projects Connector documentation in PDF format.

• About OpenAir Projects Connector — Use this option to review information about OpenAir Projects Connector such as the version and to launch a log file that captures your operations. If you are experiencing a problem, refer to Frequently Asked Questions and Troubleshooting.