US 1.877.212326.2662
Browse Search
HOWTO: Use the Bamboo MS Project Add-In to Import Tasks into SharePoint Tasks List From MS Office Project 2007 with PM Central R1.5 or Newer
Created on: 21-Oct-09. Print Article
Last Modified on: 24-Jan-11. Email Article
Skill Level: Intermediate.
Article has been viewed: 19169 times.
Rated: 7 out of 10 based on 6 votes.
KB.12376
APPLIES TO:

This article describes how you can install the Bamboo Microsoft Project Add-In from PM Central R1.5 or newer and import tasks from MS Office Project 2007 into your PM Central Project Site's Tasks list. You must install the add-in on an environment that already has Microsoft Project, .NET 3.5 and Visual Studio Tools for the Office system 3.0 Runtime installed. The add-in is only compatible with MS Office Project 2007.

Read KB.12380: How To Export Tasks From a Tasks List or the Portfolio Site's Project Tasks List to MS Office Project 2007 for information on exporting to MS Project.

This article has four sections:
1. Installing the Bamboo MS Project Add-in Setup.msi
2. Installing the Add-in Using the Bamboo Project Management Central Setup
3. Allowing Other Users to Use The Add-in
4. Importing Tasks into the SharePoint Tasks List


Installing the Add-in
You can install the Bamboo Microsoft Project Add-in two ways: running the setup.msi or installing the add-in from the Setup screen. You must install the add-in on an environment that already has Microsoft Project, .NET 3.5 and Visual Studio Tools for the Office system 3.0 Runtime installed. The add-in is only compatible with MS Office Project 2007.

A.   Installing the Bamboo MS Project Add-In Setup.msi

The Bamboo MS Project Add-in Setup.msi file comes with PM Central R1.5 or newer.


1.    Click on the SA12.R1.5.SL.exe (or newer version) to extract the SA12.R1.5.SL folder (or newer version). In the SA12.R1.5.SL folder (or newer), click on the msi folder. Copy the Bamboo.MSProjectAddInSetup.msi file to the desktop where you want to install the add-in. This should be the same desktop where you want to import the tasks from MS Project into SharePoint.


2.    After you copy the Bamboo.MSProjectAddInSetup.msi file onto your desktop, click on the file to install it on the desktop.

3.    The Bamboo Microsoft Project Add-in Setup Wizard opens. Click Next to install. Wait for the installation to finish.

 





 

 

4.    Open the Control Panel and select Programs, then select Programs and Features. The Bamboo Microsoft Project Add-in is listed as a program.

 


B.   Installing the Add-in Using the Bamboo Project Management Central Setup

1.    Copy the SA12.R1.5.SL.exe or newer to the desktop where you want to install the add-in.

2.    Click on the SA12.R1.5.SL.exe or newer file to extract the contents of the folder. After the extraction is done, double-click the Setup.bat file to open the Setup screen. Select the Bamboo Microsoft Project Add-In option on the left and click Install.

 

3.    The Bamboo Microsoft Project Add-in Setup Wizard opens. Click Next to install. Wait for the installation to finish.

 



 

5.    Open the Control Panel and select Programs, then select Programs and Features. The Bamboo Microsoft Project Add-in is displayed in the list of programs.


Allowing Other Users to Use The Add-in

After the add-in has been installed, new users should not see the "Export to SharePoint Task List" button the first time they open a Microsoft application:



1.  To allow the new users to use the add-in, log in using their user account. Open any of the Microsoft applications, such as Microsoft Excel. Users see this popup:



2.  Click Install.

The other user accounts are now able to use the Bamboo Microsoft Office Project Add-In without having to do the full installation.


Importing Tasks into the SharePoint Tasks List

1.    The SharePoint Tasks list is used at the project site. Before you import task items into the SharePoint Tasks list, make sure that the working hours in Task Master and your Microsoft Project file have similar working hours such as 9AM – 5PM. Remember that SharePoint Task Master does not factor in holidays or lunch hours.


2.    In Microsoft Project, open the mpp file that contains the list of tasks you want to import into SharePoint. Click the Export to SharePoint Task List button.

 

3.    Enter the path where the tasks list is located and the User Credential:


4.    Select Actions > Export Wizard:

 

5.    In the Mapping Fields window, select Manual Map.

 

Map the SharePoint fields to the Source fields as shown in the table below. Only the fields listed in the table can be mapped to import data.

                                                                                   

SharePoint Field

MS Project Source Field

Title

Name

Priority

Priority

Status

Status

% Complete

PercentComplete

Assigned To

ResourceNames

Start Date

Start

Due Date

Finish

Constraint Type

ConstraintType

Constraint Date

ConstraintDate

Work

Work

Actual Work

ActualWork

Remaining Work

RemainingWork

Parent Task

OutlineParent

Predecessor Task

PredecessorTasks

Milestone

Milestone

Cost (Enter)

Cost

Actual Cost (Enter)

ActualCost

Remaining Cost (Enter)

RemainingCost

Duration

Duration

Project Name

Project



Note:
For the Parent Task and the Predecessor Task fields, map to OutlineParent and PredecessorTask as shown in the table. Due to the limitation of the Task Master Web Part, only one predecessor can be selected per task item. Constraints with lag time such as +3days are not supported in this version. Please note that currently, the Bamboo MS Project Add-In cannot "sync." Therefore, if you export the tasks out, make changes in MS Project and import them back in, they will be created as new records.

Note: In PM Central R2.0, the Status is automatically updated based on % Complete. Therefore, after clicking on Task Master's Recalculate button, the status will change based on the % Complete.

Since Bamboo's Tasks list is using
Custom Column for Cost, Actual Cost and Remaining Cost, you can only map Cost (Enter), Actual Cost (Enter) and Remaining Cost (Enter) to MS Project’s Cost, Actual Cost and Remaining Cost. The values that you import in will overwrite the values in the custom columns.

6.    You can select two different publish types: Assignment Based or Task Based.

  • Assignment Based should be used when you want to see one assignment per task. This is recommended as the chosen method with PM Central. When importing, the Bamboo MS Project Add-In creates multiple tasks based on how many resources you assign to a particular task. For example, for Task 123 you have Resource A, Resource B and Resource C assigned. The Bamboo MS Project Add-In creates Task 123 with the same title three times and assigns each resource to each task as follows: 

    In MS Office Project:
    Task 123 < > Resource A, Resource B, Resource C

    In SharePoint List:
    Task 123 < > Resource A
    Task 123 < > Resource B
    Task 123 < > Resource C

    Note: Unlike MS Project, the Start Date, Due Date and Duration are exactly the same for all three tasks.
  • Task Based is not a recommended selection with PM Central. When importing, the Bamboo MS Project Add-In creates one task only and assigns the first resource to that task. For example, for Task 123 you have Resource A, Resource B and Resource C assigned. The Bamboo MS Project Add-In creates Task 123 and assigns the first resource to that task as follows:

    In MS Office Project:
    Task 123 < > Resource A, Resource B, Resource C

    In SharePoint List:
    Task 123 < > Resource A

 

7.    Select the resource from the Microsoft Project list to map to the SharePoint Resource. Note, this is a one-to-one mapping only.

 

8.    From the Import Data window, select Import


If the import is successful, you see the following popup asking if you would like to exit.


If the import is not successful, the Results window displays the error. Click the Back button to go back and review the mapping fields and make sure the fields are mapped correctly. Go through the import steps again. Your mapped fields will be available for re-use with the future import.

Related Articles
Q12380 - HOWTO: Export Tasks From a Tasks List or the Portfolio Site's Project Tasks List to MS Office Project 2007
Q12485 - HOWTO: Use the Bamboo Microsoft Project Add-in With PM Central R1.8 or Newer for SharePoint 2010: Importing Tasks into SharePoint Tasks Lists From Microsoft Office Project 2010
Q12506 - HOWTO: Use the Bamboo Microsoft Project Add-in With PM Central R1.8 or Newer for SharePoint 2010: Exporting Tasks From SharePoint Tasks Lists or the Portfolio Site's Project Task List to Microsoft Office Project 2010

Article Attachments
No Attachments Available.

Related External Links
No Related Links Available.
Help Us Improve This Article
What did you think of this article?

poor 
1
2
3
4
5
6
7
8
9
10

 excellent
Tell us why you rated the content this way. (optional)
   
Approved Comments
No user comments available for this article.