How do I import an MS Project file into PowerSteering?
When an organization uses both PowerSteering and MS Project it is sometimes necessary to import information from MS Project to PowerSteering to keep the overall project portfolio statistics updated. This is a repeatable process that can be performed as many times as needed throughout the lifecycle of the project. This lesson covers the steps for saving a project as an XML file in MS Project and then importing it into PowerSteering.
1. Save the MS Project File
- Make any final necessary changes to MS Project.
- Click File in the ribbon menu.
- Click Save As.
- Click Computer.
- Under computer, select a location where you want to save your file or click the Browse button to specify a location.
2. Update the File Format to XML
3. Navigate to the Project Summary Page
- Log into PowerSteering.
- Locate your project in PowerSteering using the Search function or History button on the Icon Bar.
4. Click Browse
- Click Browse.
5. Locate the XML File
6. Upload the File into PowerSteering
- Confirm that the correct file name is displayed between the Browse and Upload & Import buttons.
- Click Upload & Import.
7. Map Resources
- For each MSP Resource, select a Mapping Action from the drop-down menu.
- For each MSP Resource, select a PowerSteering Resource and PowerSteering Role if necessary.
- Click Import.
Staffed Demand: A match that will result in a specific person and role assignment.
Unstaffed Demand: A match that will result in a specific role assignment.
Ignore: The resource and role assignment will not be brought into PowerSteering.
Note: If you select Ignore during the PowerSteering import process for a resource or role that has been assigned in MS Project, that resource will be removed from the plan going forward. For that reason if you are doing resource and / or role assignments in MS Project, it is critical that you create matching resources and roles in PowerSteering to ensure those assignments are maintained throughout the import and export process.
See the article How do I Import Resources and Roles from MS Project to PowerSteering? for more information on mapping resources.
8. Open the Project in Project Central Project Planning
9. View the Imported Project in PowerSteering
- The items imported from MS Project are now displayed in PowerSteering.