xrm1 Business Solutions, a brand of itara GmbH, Beethovenstrasse 5, Würzburg, Germany, all rights reserved. DIN A4, v337

Transcription

1

2 Table of Contents 1 Microsoft Project import Prepare import Process import 4 2 Microsoft Project export 5 The names of companies and products contained in this documentation may be covered by trademarks or similar intellectual property rights. This notice does not grant any licenses under those rights. The example companies, organizations, products, domain names, addresses, logos, people, places, and events depicted in this documentation are fictitious. No association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred. All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. All other rights are reserved, and this notice does not grant any rights other than specifically described above, whether by implication, estoppel, or otherwise. xrm1 Business Solutions, a brand of itara GmbH, Beethovenstrasse 5, Würzburg, Germany, all rights reserved. DIN A4, v337 Tel: +49 (931) ; sales@xrm1.com CRM-Project Rollup 16 and higher 2 / 6

3 Microsoft Project import & export The Microsoft Project interface provides functionality for exporting project plans to Microsoft Project and for creating new projects based on Microsoft Project project plans. 1 Microsoft Project import 1.1 Prepare import To import a Microsoft Project project plan in CRM-Project, the plan has to first be based on CRM-Project s Microsoft Project import template. Therefore, you must first download the Microsoft Project import template from Microsoft CRM. The system creates a template for Microsoft Project as an XML file. Save this file and open it with Microsoft Project. Use this template for planning and structuring your project in Microsoft Project. Choose Add new Column to display the column Outline 1 (CRM-Project). Through this classification, you can define whether each Microsoft Project task is a project node or a Microsoft CRM activity. Furthermore, you can select the project node level and activity type. CRM-Project Rollup 16 and higher 3 / 6

4 The following levels are available for classifying project nodes: Program Project Phase Subproject Activity Package Milestone The following activity types are available for classifying activities: Task Rendered Service Letter Fax Phone call Appointment Service activity Once you have finished structuring your project, save the project plan in Microsoft Project XML format. The project plan is now ready for CRM-Project import. Note: CRM-Project is able to import Microsoft Project project plans only if they are based on the import template and if they are saved as Microsoft Project XML format! 1.2 Process import To import your prepared project plan, select Import Project in the ribbon menu bar. Choose the account which will be the customer for the new CRM-Project project. Then, choose the project s currency. In most cases, an account will be your company or a standard account in your CRM. Select Import to select the Microsoft Project file. The project will then be created in CRM-Project and be available as a Planned Project. CRM-Project Rollup 16 and higher 4 / 6

5 While processing the import, the following information is transferred from the Microsoft Project Project plan to CRM- Project: Information in Microsoft Project Plan Project nodes Import assigns information to the following CRM field for Activities Task Name Title internal and Title customer Subject Notes Description Description Start Start projected Start Time (only Appointment and Service Activity) Finish End projected End Time (only Appointment and Service Activity) Due (all other Activity Types) Work MD projected (1 MD = 8 hours) Work Predecessor Predecessor - Parent Task Parent Project Part Regarding CRM-Project Classification Level Defines the Microsoft CRM Activity Type 2 Microsoft Project export To export a project from CRM-Project to Microsoft Project, open up the project intended for export and click on Export to Project on the ribbon bar. CRM-Project processes the project structure as a Microsoft Project XML file and provides this file for download. Fields that are exported by CRM-Project to the Microsoft Project file match the import fields (for project nodes as well as for activities). CRM-Project Rollup 16 and higher 5 / 6

6 Tip: You can also export a part of a project to Microsoft Project. Simply open the respective project node in the Gantt chart or the work breakdown structure and select the Export to Project function in that project node. CRM-Project exports only the project structure that lies underneath that project node. CRM-Project Rollup 16 and higher 6 / 6