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 tasklist
    • 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 1.1.2 TaskName 
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
  Checking resources
 

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. 
 
Finalization
 
 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.
 
Column Mapping

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:
 
 
Column in MS Project
Value in Teamwork
Comment
Project
 
FileName // Project Name
Name
 
 
Project Settings → Start
Start Date
 
 
Project Settings → Finish
End Date
 
 
Project Settings → Description
Description
 
TaskList
*When setting first level tasks as task list
 
Task Name
Name
 
 
Task Notes
Description
 
Tasks
 
Task Name
Name
 
 
Task Notes
Description
 
 
Task Start
Start Date
 
 
Task Finish
Due Date
 
 
Predecessors
Predecessors
 
 
% Work 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 Microsoft Projects)
 
Text1 
Tags
Add comma seperated tags
 
WBS
*
WBS will be prepended to Name if chosen in options
 
Text20
TaskID
Text20 will contain task ID after task was created
 
Assigned Resources
Assignments
*see Resources
 
Task Hyperlink
*
Will contain a link to the task after import
Resources
 
Name
Display Name
 
 
Email-Address
User Name
 
 
 
Email Address
 
 
Default Rate
Default Rate
 
 
For more information, see:  Integration options