Professional Services Automation © 2004 ProjectHelp AS. ProjectHelp & MS Project Integration Overview

© 2004 ProjectHelp AS.

Professional Services Automation

ProjectHelp & MS Project

Integration Overview


Introduction

• ProjectHelp offers a turn-key integration with Microsoft Project

• The integration allows project information to be exchanged between Microsoft Project and ProjectHelp

• ProjectHelp customers typically use this integration to share core project information created in Microsoft Project with colleagues, customers and suppliers.

• Information is transferred between ProjectHelp and Microsoft Project via a simple manual file import/export.

• ProjectHelp users can view and edit imported information in ProjectHelp’s own fully-functional Gantt module.


Data Types

• The ProjectHelp – Microsoft Project integration allows users to transfer the following data types:

– Project name– Activities & activity names– Activity start, stop & duration – Activity dependencies & predecessors– Project Milestones– Task assignments


Technical Overview

• This integration requires an installation of Microsoft Project on the ProjectHelp server

• The MS Project user also has a local installation of Microsoft Project as usual.

MS Project & ProjectHelp User ProjectHelp Server


Integration in action

• Our user has created a new project in MS Project on his own computer and wants to share this out.

Internet

• The user creates an export file in Microsoft Project and imports the data into ProjectHelp, via the normal ProjectHelp web interface.


Integration in action

• Other authorised users can now see the project information, inside the ProjectHelp Gantt module

Customer

Colleague

Supplier


Example One : Import to ProjectHelp


Importing data into ProjectHelp

• A project is planned in Microsoft Project



• The project information is exported from Microsoft Project as a standard .mpp file



• In ProjectHelp, the user now opens or creates a project into which the data is to be imported



• The user then clicks on Organisation... Import...



• A Choose File dialogue box opens, and the use selects the Microsoft Project file saved earlier.



• ProjectHelp shows the file to be imported and the user clicks Import...



• The process takes a few seconds and ProjectHelp shows an activity log to confirm the import



• The user now clicks on Gantt Chart and the information imported from MS Project is displayed.


Example Two : Export to MS Project


Exporting data from ProjectHelp

• The user simply clicks on Organisation...Export... And the Export to MS Project dialogue is opened.



• The user clicks on Export and ProjectHelp confirms the process is successful with an activity log



• The user clicks on the download icon and a normal File Download dialogue opens



• The user can change the name of the file if required



• The user receives confirmation of the download and can open the file directly in MS Project



• The user views the exported file in MS Project

© 2004 ProjectHelp AS.


ProjectHelp & MS Project

Please see www.projecthelp.com for more information

Documents

Professional Services Automation © 2004 ProjectHelp AS. ProjectHelp & MS Project Integration Overview