Manage tasks in Microsoft Project
When you install the Task Management plugin and connect to your CollabNet
TeamForge
site from Microsoft
Project, you can export and import tasks between the tools.
- Install the Task Manager Add-in for Microsoft Project
To synchronize task data between Microsoft Project and CollabNet TeamForge , you must install the CollabNet TeamForge Task Manager Add-in for Microsoft Project.
- Log in to CollabNet TeamForge
To start working with CollabNet TeamForge tasks in Microsoft Project, the first step is to connect to your CollabNet TeamForge site.
- Create tasks from Microsoft Project
The CollabNet TeamForge Microsoft Project integration allows you to synchronize project plans between Microsoft Project and CollabNet TeamForge .
- Import tasks in one direction
To perform a one-way import of tasks from CollabNet TeamForge to Microsoft Project, use a blank Microsoft Project file to synchronize.
- Assign a resource when there is no match in CollabNet TeamForge
When you export tasks from Microsoft project to CollabNet TeamForge , if a task is assigned to a resource name that does not have an exact match in CollabNet TeamForge , you will be provided various options for assigning the task to a resource during synchronization.
- Synchronize task data with
You can synchronize task data between CollabNet TeamForge and Microsoft Project from within a Project file.
- Synchronize with a different task folder
If you have If you have already synchronized your Microsoft Project plan with a task folder, but later want to synchronize it with a different one, you must unbind your project plan from CollabNet TeamForge.
- Install the Task Manager Add-in for Microsoft Project
To synchronize task data between Microsoft Project and CollabNet TeamForge , you must install the CollabNet TeamForge Task Manager Add-in for Microsoft Project.
- Log in to CollabNet TeamForge
To start working with CollabNet TeamForge tasks in Microsoft Project, the first step is to connect to your CollabNet TeamForge site.
- Create tasks from Microsoft Project
The CollabNet TeamForge Microsoft Project integration allows you to synchronize project plans between Microsoft Project and CollabNet TeamForge .
- Import tasks in one direction
To perform a one-way import of tasks from CollabNet TeamForge to Microsoft Project, use a blank Microsoft Project file to synchronize.
- Assign a resource when there is no match in CollabNet TeamForge
When you export tasks from Microsoft project to CollabNet TeamForge , if a task is assigned to a resource name that does not have an exact match in CollabNet TeamForge , you will be provided various options for assigning the task to a resource during synchronization.
- Synchronize tasks
When you synchronize task data, tasks are imported from CollabNet TeamForge into Microsoft Project, and exported from Microsoft Project to CollabNet TeamForge .
- Synchronize task data with
You can synchronize task data between CollabNet TeamForge and Microsoft Project from within a Project file.
- Synchronize with a different task folder
If you have If you have already synchronized your Microsoft Project plan with a task folder, but later want to synchronize it with a different one, you must unbind your project plan from CollabNet TeamForge.
