The Import Projects Wizard, which you access by launching Project Professional connected to Project Server and navigating to Tools Enterprise Options Import Project to Enterprise, is provided to assist you in moving your projects into the enterprise environment. The Import Projects Wizard Welcome screen is shown in Figure 12-1. Click Next to continue.
Figure 12-1. The Import Projects Wizard Welcome screen
The system displays the file browse window, shown in Figure 12-2, to allow you to browse to a directory containing the project plan to be imported or to select a project using an ODBC connection. You can point at projects stored in databases as easily as you can a file. Locate the plan and click Import to activate the import process.
Figure 12-2. The Import Project file selection dialog box
Once you’ve selected your project, the system displays the first mapping dialog box shown in Figure 12-3. The dialog box enables you to insert a new name for the project, select the version, indicate whether you want to import the project as a project or a template, choose the base calendar, and input values for custom enterprise fields and outline codes. Provide the appropriate values and click Next to continue.
Figure 12-3. Provide custom enterprise information in the enterprise project custom field values.
After accepting the project-level information, the system displays the Map Project Resources onto Enterprise Resources dialog box, as shown in Figure 12-4. If the system finds resources in the source plan whose names match enterprise resources, it automatically maps these for you in the dialog box. Otherwise, for each resource, you choose from one of three actions: Import the resource to the enterprise, keep the resource as a local resource with a local base calendar, or map the resource to an enterprise resource. In the example in the figure, I’m mapping generic resources contained in the plan to generic resources in the enterprise resource pool.
Figure 12-4. Map the resources in the project.
The next dialog box in the import project series allows you to map values contained in local fields in the project to enterprise custom fields and outline codes in the Project Server system, as shown in Figure 12-5. If you had identified any task fields as required, they would appear here and the system wouldn’t let you continue further without mapping a value. Remember that when you map outline codes, you must map the values from outline codes to outline codes. You must map specific field types to compatible field types as well.
Figure 12-5. The Map Task Fields dialog box
The system next gathers the tasks and examines them for errors. It displays any errors it finds in the grid in the task summary dialog box shown in Figure 12-6. The system displays the nature of the error. To make error correction easy, the system displays a link to the Task Information dialog box, which you can activate by clicking the Task Information button. The standard Task Information dialog box launches, as shown in Figure 12-7. Click the Import button in the task summary dialog box once you’ve corrected any task errors.
Figure 12-6. The task summary dialog box
Figure 12-7. The Task Information dialog box
The system imports the project and updates the resource, task, and project information as you’ve instructed. When the update is complete, the Import Complete dialog box displays to report the success and give you the option to finish or import more projects, as shown in Figure 12-8.
Figure 12-8. The system reports success.
Use the Import Projects Wizard to import your ongoing projects and project templates into your Project Server implementation prior to launching your pilot.