File Export Option

Select whether you want to export your schedule(s) to a new file, or an existing MS Project file: • Create a new project file: A new MS Project file is created with the schedule entries. Select the folder and file name that you want to use. • Export to an existing file: The schedule entries are re-exported to an existing MS Project file. Select the file that you want to export to.

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Create project file from

The source of the Microsoft Project file. Options are from Scratch or Based on a template. If Based on/Template is selected, enter the path to the template file. Template files must have the extension .mpt. Note: When exporting a schedule hierarchy, only the top schedule’s values are used for the template.

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Create From Template

Enter the path and file name of the MS Project template to use when exporting this schedule. To browse for a file, click the folder icon in the box. Template files must have the extension .mpt. If you are exporting a schedule hierarchy, the system uses the template that is set on the parent schedule from which you are starting the export.

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Folder

Select the Windows folder in which the system will create your Microsoft Project files. Click the folder icon to browse for a folder. If you are exporting a schedule hierarchy, the system uses the folder that is set on the parent schedule from which you are starting the export. If you want the Project files to be accessible for other users, select a shared folder or a folder on a network drive. Note: If you are creating your Project files in a mapped network drive, you must enter the full path to the server and folder. For example: \\ServerName\ProjectFiles\MyFolder

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File name

Enter a file name for the Microsoft Project file to be created when the schedule is exported. If you do not enter a file name, the system automatically enters the schedule’s name, otherwise you can edit as needed. Note: If you use the name of an existing Project file, the contents of that file will be overwritten. If you are exporting a schedule hierarchy to a single Project file, the system uses the file name on the parent schedule from which you are starting the export. If you are exporting to multiple Project files, the system uses the file name entered on each child schedule for the sub-project files. If no file name is entered on the child schedules, the schedule’s APM schedule number is appended to the name used for the current schedule.

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Project File

The name of the MS Project file currently linked to the schedule. The name of the file to which the schedule was previously exported is defaulted. You can change it, for example, if the file has been renamed or moved. If you are importing data from a MS Project file, enter file that will be imported. If you identify a Microsoft Project file that did not originate from the schedule, the file contents are bypassed. Only tasks that were created by an export function of this schedule are processed by the import.

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Schedule Entries to Export

Select whether you want to export all or only some of the entries on the schedule(s): • All: The contents of the Microsoft Project file are cleared and the contents of your current schedule are exported as if this was the initial export. Any changes that were made in Microsoft Project that were not imported to the schedule are lost. • New: Only entries that have been added to your schedule since it was previously exported are exported and added to the Microsoft Project file. The existing task information is not affected.

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Schedules to export

Select whether the system should export the current schedule only, or both the current schedule and its descendant schedules.

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Project files to create

If you are exporting multiple schedules, they can be exported to a single MS Project file, or to separate files. The files are created as master and sub-project files.

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Create project tasks for schedules

Select this option to have the system create summary tasks for each exported schedule.

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Create project tasks for work orders

Select this option to have the system to create summary tasks for each work order on the schedule. Work order tasks are shown as sub-tasks.

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Update the Schedule’s Defaults

Select this option if you want to update the schedule’s properties with the values that you have selected on the MS Project Export dialog. This will update the settings on the MS Project Defaults tab of the schedule’s Properties dialog.

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