Import and export project plan

If you are working with external project management systems like MS Project, use the project plan import and export feature.

Import project plan

You can import a project plan from an .mpp file:

1. Switch to the editing mode by clicking Edit in the Gantt chart.
2. Select a project plan version in the search field of the toolbar. This is the version that the tasks from the external system will be imported to. Note that the version of the plan will not change, and all the existing tasks will remain unchanged.
3. Click in the toolbar.
4. In the provided window, upload an .mpp file and click Import.
5. If the imported tasks are assigned to employees who cannot be found among ELMA365 users, a window pops up for you to select a person in charge.

Once the import is completed, you will see the current project plan version with the imported tasks The tasks are saved automatically, you do not need to additionally save the version after import.

The fields of an imported task are filled out with data from the external system: name, executor, start and completion dates.

After the plan has been imported:

1. If some of the users assigned to the imported tasks are not included in the Project Participants group, ask the administrator to provide them with access privileges.
2. In a Process task, manually set up the input parameters of the imported process. To do that, open the task form and enter the data in the Business Process section.

User conflicts

If the executors of the imported tasks are not ELMA365 users, you will be asked to assign other executors during import. You can:

• assign any user by clicking the magnifying glass icon;
• assign the tasks to yourself by clicking to me;
• assign the tasks to the project manager by clicking to the project manager.

After you have assigned a user to every task, click Import.

Export project plan

You can export a project plan from an .mpp file:

1. Switch to the editing mode by clicking Edit in the Gantt chart.
2. Select a project plan version that you want to export in the search field of the toolbar.
3. Click in the toolbar and select an .mpp file.

The file containing the project plan will be downloaded to your PC.

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