Within Teamwork Projects, you can import and export projects using the Microsoft Project add-in.
Note: The Microsoft Project add-in is available on the Premium plan and higher.
Opening a project from MS Project
In Microsoft Project, click Open Project in the Teamwork ribbon and chose your project from the dialog.
Wait for the process to complete and you will find all your tasks in MS Project.
Exporting a project from MS Project to Teamwork Projects
When you click Upload Project, you are asked whether you want to update an existing project or create a new one.
Creating a new project
If you want to create a new project you need to make a few basic settings first. Give your Project a Name, chose start and end dates and the company the project is for.
The options are the same as adding a new Project from Word or Excel. However the MS Project dialog has 2 more options:
- Save first level tasks as task list
- This option will add all your tasks on the first level as task lists in Teamwork Projects
- Prepend WBS
Data to Task Name
- Prepend the
Work Structure to your Task Names , eg
When you set all the options move on to the next step.
Updating an existing project
If you chose to update an existing project, you do not need to set any options for the project itself.
After you selected the project you would like to use, you have three options on how to add your tasks to that project:
- Add tasks to this existing task list - will add all your tasks below the selected task list
- Use first level tasks as task lists - will add all your tasks on the first level as task lists
- Add a new task list - will add a new task list with the MS Project filename or project name
When assigning resources to tasks we need to check if your resources already exist in Teamwork Projects.
If we find errors with resources this dialog is shown. There are two possible options:
- A Resources does not have an email address assigned
- Add the Email and press check.
- A resources
could not be found in Teamwork with
the email provided
- Chose to
either invite the user or ignore
Tasks assigned to ignored resources are added without any assignments. Once you have checked your resources, you can proceed to the next step.
After your project is Imported, please save your MS Project file as we need to save the references to Teamwork.
Whenever you open your MS Project file after that you will find a new option in the Teamwork ribbon.
This option will open the assigned Teamwork Project in your browser.
When importing or exporting data from MS Project to Teamwork, we need to assign columns in MS Project to values in Teamwork.
If you want to know where each value of your task goes to or what columns we are able to import, have a look at the list below:
in MS Project ||Value in
Teamwork ||Comment |
// Project Name ||Name || |
Settings → Start ||Start
Date || |
Settings → Finish ||End Date || |
Settings → Description ||Description || |
*When setting first level tasks as task list
Name||Name || |
Name ||Name || |
Notes ||Description || |
Date || |
Finish ||Due Date || |
|Predecessors ||Predecessors || |
Show completed tasks|
Completed ||Progress || |
|Work ||Estimation ||This
depends on your Length of Day
setting in Localization.
(Length of Day * amount of days
set in the Work Column on
|Text1 ||Tags ||Add
comma seperated tags |
|WBS ||* ||WBS will
be prepended to Name if chosen in
|Text20 ||TaskID ||Text20
will contain task ID after task
was created |
Resources ||Assignments ||*see
Hyperlink ||* ||Will
contain a link to the task after
Name || |
Name || |
Address || |
Rate || |
For more information, see: Integration options