Professional Services Automation © 2004 ProjectHelp AS. ProjectHelp & MS Project Integration Overview

Professional Services Automation Introduction ProjectHelp offers a turn-key integration with Microsoft Project The integration allows project information to be exchanged between Microsoft Project and ProjectHelp ProjectHelp customers typically use this integration to share core project information created in Microsoft Project with colleagues, customers and suppliers. Information is transferred between ProjectHelp and Microsoft Project via a simple manual file import/export. ProjectHelp users can view and edit imported information in ProjectHelp’s own fully-functional Gantt module.

Professional Services Automation Data Types The ProjectHelp – Microsoft Project integration allows users to transfer the following data types: –Project name –Activities & activity names –Activity start, stop & duration –Activity dependencies & predecessors –Project Milestones –Task assignments

Professional Services Automation Technical Overview This integration requires an installation of Microsoft Project on the ProjectHelp server The MS Project user also has a local installation of Microsoft Project as usual. MS Project & ProjectHelp User ProjectHelp Server

Professional Services Automation Integration in action Our user has created a new project in MS Project on his own computer and wants to share this out. Internet The user creates an export file in Microsoft Project and imports the data into ProjectHelp, via the normal ProjectHelp web interface.

Professional Services Automation Integration in action Other authorised users can now see the project information, inside the ProjectHelp Gantt module Customer Colleague Supplier

Professional Services Automation Example One : Import to ProjectHelp

Professional Services Automation Importing data into ProjectHelp A project is planned in Microsoft Project

Professional Services Automation Importing data into ProjectHelp The project information is exported from Microsoft Project as a standard.mpp file

Professional Services Automation Importing data into ProjectHelp In ProjectHelp, the user now opens or creates a project into which the data is to be imported

Professional Services Automation Importing data into ProjectHelp The user then clicks on Organisation... Import...

Professional Services Automation Importing data into ProjectHelp A Choose File dialogue box opens, and the use selects the Microsoft Project file saved earlier.

Professional Services Automation Importing data into ProjectHelp ProjectHelp shows the file to be imported and the user clicks Import...

Professional Services Automation Importing data into ProjectHelp The process takes a few seconds and ProjectHelp shows an activity log to confirm the import

Professional Services Automation Importing data into ProjectHelp The user now clicks on Gantt Chart and the information imported from MS Project is displayed.

Professional Services Automation Example Two : Export to MS Project

Professional Services Automation Exporting data from ProjectHelp The user simply clicks on Organisation...Export... And the Export to MS Project dialogue is opened.

Professional Services Automation Exporting data from ProjectHelp The user clicks on Export and ProjectHelp confirms the process is successful with an activity log

Professional Services Automation Exporting data from ProjectHelp The user clicks on the download icon and a normal File Download dialogue opens

Professional Services Automation Exporting data from ProjectHelp The user can change the name of the file if required

Professional Services Automation Exporting data from ProjectHelp The user receives confirmation of the download and can open the file directly in MS Project

Professional Services Automation Exporting data from ProjectHelp The user views the exported file in MS Project

Professional Services Automation © 2004 ProjectHelp AS. ProjectHelp & MS Project Please see for more informationwww.projecthelp.com