Concepts

Tasks

Settings

Setting MS Project Values on a Schedule Template

For each schedule template you can set the values that the system uses when exporting the schedules created from the template to a MS Project file. When you export a schedule, you can change these values.

To Set MS Project Values on a Schedule Template

1.	Open the schedule template for which you want to set MS Project values.

2.	Make sure that editing is enabled.

3.	On the Properties view, select the General tab, Defaults tab, and then the MS Project tab.

4.	Enter the following settings:

Setting Name

Description

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

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.

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.

Schedules to export

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

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.

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.

Create project tasks for schedules

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

5.	When you are finished, save the schedule template.