Use the Schedule Import feature to import schedule data from other scheduling systems into the internal schedule of PM Compass. This feature allows non-Open Plan Professional (OPP) users to view the imported data in PM Compass.
PM Compass supports the import of the following file types:
Activity data
Resource assignments
Relationship data
Resource details
The data you import by using this feature does not become visible to an Open Plan Professional (OPP) user who uses the OPP table structures in the PM Compass database.
You can also automate the import process through the PM Compass alerts system where you can schedule the process to run at certain times or set up a specific event to trigger the import process.
You must create a configuration file for the schedule import. The configuration file contains the settings and fields that you set up on the General and Import Files tabs of this feature. PM Compass uses the information you save in the configuration file during the import process.
The Schedule Import feature needs an input file in Excel or CSV format. This contains the fields of the non-PM Compass system that you must map to the internal PM Compass fields for import. These fields are also saved in the configuration file.
Begin the import process by clicking Import on the form toolbar.
Use the Schedule Import form to create a configuration file and to run the import process for schedule data.
Use the Schedule Import form toolbar to perform the necessary actions for a schedule import.
The Schedule Import form displays the following tabs:
General —This tab allows you to enter and save the configuration settings for the schedule import.
Import Files — This tab allows you to specify the actual import files for each of the supported file types.
Scheduled Imports — This tab allows you to automate the import process by setting a schedule for the process to run or by setting an event to trigger the process.
Access Control— This tab allows you to identify the user/roles that can see or update the configuration.
Predecessor Activity — This refers specifically to the work schedule activity that determines or establishes when the logical successor activity can begin or end. The predecessor activity is part of the project and is determined by the project management team or the project management team leader.
Successor Activity — This defines a task that occurs after a predecessor activity.
GUID (Globally Unique Identifier) — This is a special type of identifier that software applications use as a unique reference number. A 32-character hexadecimal string represents the value. An example is {21EC2020-3AEA-1069-A2DD-08002B30309D}, which the system usually stores as a 128-bit integer.
PCA — Project Controls Analyst
OPP — Open Plan Professional
Types of schedule data that can be imported
Correct format for schedule import files
Recommended import file fields
Integration and database interaction
Assigning access rights to a workflow
View a list of schedule import process errors
Modify a schedule import configuration
Schedule a schedule data import process
Export projects from Primavera 6 release 7
Export schedule data from Microsoft Project