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Exporting Schedules to Microsoft Project

Contents

Exporting Schedules to Microsoft Project 

Setting MS Project Values on a Schedule Template

Setting MS Project Values on a Schedule

Creating an MS Project Template

Exporting Schedules to New Microsoft Project Files

Exporting Schedules to Existing Microsoft Project Files

Opening a Microsoft Project File From APM

Fine Tuning Schedules in Microsoft Project

Moving Tasks Within a Schedule in Microsoft Project

Importing Schedules From Microsoft Project

Adding Tasks to an Exported Schedule

Updating Actual Work Completion Status in Exported Schedules

Viewing Splits Created in MS Project

Clearing Links to Microsoft Project Files

After you have defined schedules in APM, you can export the contents to Microsoft® Project (MS Project). Exporting a schedule to MS Project allows you to use advanced scheduling functions, such as task dependencies and resource leveling, and to view the schedule in various ways, such as a Gantt or Pert chart. For example, you might want to use MS Project’s leveling feature to fine-tune a complex shutdown schedule.

Note: Exporting schedules will only work with the latest supported version of MS Project.

You can also export a set of schedules and sub-schedules to an MS Project file. This allows you to work with multiple schedules in one file, to work with master and sub-projects, or for two schedulers to combine their schedules in one project.

APM creates a link between your APM schedule and the MS Project file. While the schedule is linked, you cannot make changes to it in APM, with the exception of adding tasks. This ensures that no conflicting changes are made to your schedule.

The schedule information can be modified in MS Project, and the updated information can then be imported back into your APM schedule.

However, some changes are visible only in the MS Project file. If you add new tasks or split tasks in MS Project, they will not appear in the schedule when you import it back into APM. You should add or split the tasks in APM and then re-export the schedule to MS Project.

For this reason, you can use MS Project to fine-tune your schedules, but you should use APM to manage work orders and tasks, enter time cards, and so on. As work is completed on a schedule, you can update the completion status of the work order tasks in MS Project.

After your schedule has been exported to MS Project, you are not able to modify any schedule entries that were included in the export, in APM. Modifications to these entries must be made in MS Project until the schedule is imported back into APM or the link between the APM schedule and MS Project file is cleared.