PowerSteeringPowerSteering User GuidesEnd User Guide Working with Microsoft ProjectHow do I view PowerSteering custom fields in MS Project?

How do I view PowerSteering custom fields in MS Project?

Each time an XML file is exported from PowerSteering, custom fields are created automatically and populated within MS Project. This lesson covers the custom fields that are created in MS Project and how they tie to the fields in PowerSteering.

1. Open the Project File in MS Project

Open the Project File in MS Project
  1. Open MS Project.
  2. Click Open Other Projects.

2. Click Computer

  1. On the Open menu, click Computer.
  2. Click the Browse button.

3. Locate the XML File

Locate the XML File
  1. Change the file extension in the lower right corner to XML Format (*.xml).
  2. Navigate to the folder where the .XML file was saved.
  3. Click on the name of the file when located.
  4. Click Open.

4. Open the Task Information Dialog Box

Open the Task Information Dialog Box
  • Right click on any task line to display the menu, and click Information....

5. View the Custom Fields Information

View the Custom Fields Information
  • Click on the Custom Fields tab.

There are four custom fields that were created during the import to PowerSteering. They are defined below:

ps-id (Text1): This value matches the PowerSteering ID of the object that was exported and is used to match when that object is imported back into PowerSteering. You cannot create the ps-id value, it is generated by PowerSteering and used to synchronize the information between PowerSteering and MS Project. You are not able to edit this field in MS Project.

ps-required (Flag1): This value matches the Required Deliverables field in PowerSteering. This yes or no value is only applicable to objects with phase deliverables (i.e. Gated Projects). You are able to edit this field in MS Project.

ps-status (Text3): This value represents the current status of the object in PowerSteering. If there is no value in ps-status items without an actual start date are imported as Not Started. Items with an actual start date are imported as On Track. Items with both an actual start and actual end date are imported as Completed. You are able to edit this field in MS Project.

ps-work-type (Text2): This value represents the name of the object type that has been exported from PowerSteering. You are not able to edit this field in MS Project.  

6. View Available Statuses

View Available Statuses
  1. Click on the drop-down menu for the value in the ps-status (Text3) field.
  2. View the available statuses that were imported from PowerSteering.
  3. Click Cancel to exit the Information dialog box.

Note: Task status should only be updated in PowerSteering and exported to MS Project. You should not update the task status in MS Project.

7. Adding a Custom Field Column

  • Click Add New Column.

8. Select a Custom Field to Display

Select a Custom Field to Display
  • Click on the custom field that you want to add as a column.

9. View the Custom Field Column in MS Project

  • The status that was assigned in PowerSteering is now visible as a column in MS Project.

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