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Procedure

Importing a Project Schedule from Microsoft Project

On the Project Schedule page, you can import a CSV file created in either Microsoft Project or Microsoft Excel. SAP Sourcing is compatible with Microsoft Project 1998 and 2000.

Before you import a Microsoft Project file, you must perform configuration steps. To configure and import a Microsoft Project file:

  1. In Microsoft Project, open the file to import into SAP Sourcing.

    Note Note

    Make sure the file follows these guidelines:

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    • Use the standard 5-working-day calendar, or the 7-day calendar. Holidays are not accounted for when the project is imported into SAP Sourcing.

    • Be sure that the information in the Tools/Change Working Time dialog box is consistent with that on the Tools/Options/Calendar page. This ensures consistent dates and duration values.

    • Use whole number days, not partial days, in the Duration column.

    • Avoid using a task hierarchy, which is flattened when saved to a CSV file. .

  2. From the File menu, select Save As

  3. In the Save As dialog box, type a file name, select a file location, select CSV (Comma delimited) from the Save as type dropdown list, and choose Save.

  4. In the Import/Export map list in the Export Mapping dialog box, select Task Export Table map and choose Edit.

  5. From the Text delimiter dropdown list in the Define Import/Export Map dialog box, select comma (,) and choose OK.

  6. In the Import Mapping dialog box, choose Save.

  7. In SAP Sourcing, in the Setup view for the Schedule page, choose Import. Follow the prompts to select, preview, and import the file. You see the imported events added to the project event list.

Note Note

Only selected Microsoft Project columns map to fields in SAP Sourcing. See (below) Mapping Tables for Importing or Exporting a Project Schedule for information on how Project columns map to Sourcing fields.

End of the note.
Importing a Project Schedule from Microsoft Excel

On the Project Schedule page, you can import a CSV file created in either Microsoft Project or Microsoft Excel.

To import a Microsoft Excel file:

  1. Create a file in Microsoft Excel using the Project Column Headings indicated in Mapping Tables for Importing or Exporting a Project Schedule.

  2. From the File menu, select Save As.

  3. In the Save As dialog box, type a file name, select a file location, select CSV (comma delimited) from the Save As Type dropdown list, and choose Save.

  4. In each of the confirmation dialog boxes, choose Yes.

  5. In SAP Sourcing, in the Setup view for the Schedule page, choose Import.

  6. Follow the prompts to select, preview, and import the file. You see the imported events added to the project event list.

Exporting a Project Schedule to Microsoft Project

You can export a project schedule to view and edit in either Microsoft Project or Microsoft Excel. You must perform some configuration steps to open an exported file in Microsoft Project.

Note Note

You must be in view mode to export a project schedule. The Export button does not appear in edit mode.

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To export and configure a project schedule for Microsoft Project:

  1. In SAP Sourcing, in the Setup view for the Schedule page, choose Export. Follow the prompts to export the file and save it to your local computer.

    Note Note

    You can save the file with the default .csv extension or you can change the extension to .mpp. You can work with a CSV file in both Microsoft Excel and Microsoft Project. You can work with an MPP file in Microsoft Project only.

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  2. Open Microsoft Project, browse for the saved file, and open the file.

    Note Note

    If you see a dialog box with a message asking whether to open the file as text only, choose Yes.

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  3. In the Import/Export map list in the Import Mapping dialog box, select Task Export Table Map and choose Edit.

  4. From the Text delimiter dropdown list in the Define Import/Export Map dialog box, select comma (,) and choose OK.

  5. In the Import Mapping dialog box, choose Open.

    Note Note

    All column information in SAP Sourcing is exported to Microsoft Project. However, only the default Microsoft Project columns appear automatically.

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  6. You can add new columns to view all exported schedule information.

    Note Note

    SAP Sourcing field names are slightly different from Microsoft Project column headings. See (below) Mapping Tables for Importing or Exporting a Project Schedule for information on how Project columns map to SAP Sourcing fields.

    End of the note.
Exporting a Project Schedule to Microsoft Excel

You can export a project schedule to view and edit in either Microsoft Project or Microsoft Excel.

Note Note

You must be in view mode to export a project schedule. The Export option does not appear in edit mode.

End of the note.

To export a project schedule to Microsoft Excel:

  1. In SAP Sourcing, in the Setup view for the Schedule page, choose Export. Follow the prompts to export the file and save it to your local computer.

    Note Note

    Be sure to save the file with the default .csv extension. You can work with a CSV file in both Microsoft Excel and Microsoft Project.

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  2. Do one of the following:

    • In Windows Explorer, navigate to the saved file and open it. It launches in Microsoft Excel.

    • Open Microsoft Excel, browse for the saved file, and open the file. Edit the file as needed. Save the file

      Note Note

      SAP Sourcing field names are slightly different from Microsoft Excel column headings. See Mapping Tables for Importing or Exporting a Project Schedule (below) to determine how Sourcing fields map to Excel columns.

      End of the note.
Viewing all Exported Project Schedule Information in Microsoft Project

When you open an exported project schedule in Microsoft Project, six default columns appear. To view additional exported schedule information, you must add new columns to the file.

To add a new column to a file exported from SAP Sourcing into Microsoft Project:

  1. In Microsoft Project, open an exported project schedule file.

  2. Right-click any column heading and select Insert Column from the shortcut menu.

    Note Note

    See Mapping Tables for Importing or Exporting a Project Schedule (below) for a list of SAP Sourcing fields that map to Microsoft Project columns.

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  3. In the Column Definition dialog box, select the column to add from the Field Name dropdown list.

  4. Choose OK. Repeat steps 2 through 4 to add additional columns.

Mapping Tables for Importing or Exporting a Project Schedule

When you open a project schedule exported from SAP Sourcing to Microsoft Project, six default columns appear. To view additional exported schedule information, you must add new columns in the file. When you open an exported project schedule in Microsoft Excel, all exported information appears automatically.

The following mapping tables list the SAP Sourcing fields that map to Microsoft Project or Microsoft Excel columns.

Note Note

The fields exported from an SAP Sourcing project schedule are a subset of the fields used in Microsoft Project. Only the fields listed in the mapping tables can be imported to or exported from SAP Sourcing.

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The following SAP Sourcing field values appear by default after being exported from SAP Sourcing to Microsoft Project.

SAP Sourcing Field Name

Microsoft Project Column Name

Task or Milestone Name

Task Name

Duration

Duration

Planned Start

Start Date

Dependency

Note Note

If a task is dependent on another task, the Predecessors field indicates the dependency for that task (4 indicates that the dependency is Task 4). An offset is indicated by a formula. For example, 4FS+1 day indicates that the task is dependent on Task 4 and is offset by 1 day.

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Predecessors

Owner

Resource Names

The following SAP Sourcing field values can be viewed by adding columns after export to Microsoft Project.

SAP Sourcing Field Name

Microsoft Project Column Name

Description

Notes

Actual Start Date (from Tracking view)

Actual Start

Actual Finish Date (from Tracking view)

Actual Finish

Baseline Start Date (from Tracking view)

Baseline Start

Actual Finish Date (from Tracking view)

Baseline Finish

Estimated Value

Cost

Budgeted Value

Baseline Cost

Currency (from Header page)

Baseline Cost Currency and Cost Currency

Planned Start

Constraint Date (and Start column)

Start Type

Constraint Type