This
popup form is used to load a new/updated schedule into Psoda from a MS Project XML file.
If you have a normal MS Project file then you have to open that file in MS Project first and save it as an XML file.
The import process has a number of phases:
Phase 1 – Select file and import options
The first phase is to select the file to import and set the options. The form will have the following fields:
| Location: |
This read-only field shows the location you selected to import the file. |
| MS Project XML file*: |
You must select the XML file that you want to import. The file must be less than 8MBytes. If you have a large file you can either zip or gzip the file before uploading to Psoda. |
| Mark all tasks as advanced estimates?: |
If you MS Project file contains tasks with time-phased estimates then set this checkbox so that all the imported tasks use the Advanced Estimates setting in Psoda. |
| Import start/end dates?: |
If you set this checkbox then the start/end dates from your MS Project file will be used as fixed start/end dates in Psoda. |
If you already have a task group in your programme/project then you will get some additional options in this form:
| Update WBS or Task group: |
Use this drop-down to select an existing WBS/Task group to update instead of creating a new WBS/Task group. If you do want to create a new WBS/Task group select the None option. |
| Baseline WBS before update: |
Set this checkbox if you want to baseline the selected WBS/Task group first before loading the new MS Project file. |
*The MS Project XML file field is the only mandatory field, all the others are optional.
Phase 2 – Resource mapping
During this step you get the opportunity to map the resources from your MS Project file to Psoda roles and/or users.
If the corresponding role/user does not exist in Psoda you can use the options to add new roles/users. These options will only be available if you have permissions to add roles/users.
If you do not want to proceed with the import then this is the last opportunity to “Cancel”.
Phase 3 – Import
During this phase the MS Project is imported into Psoda. You will see a progress indicator. Once the import is finished the button at the bottom of the form will change to
Next.
Phase 4 – Results
The final phase shows you the results of the import.