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replace the Project schedule without losing custom feilds RRS feed

  • Question

  • We have a Project schedule that has been completely rewritten offline. We now want to replace the schedule without losing details within custom fields. What is the recommended process?

     
    Tuesday, November 15, 2016 9:36 PM

Answers

  • Hi A.W Johnston,

    If these are Task Custom fields, I would insert insert each custom field as a column in a table, alongside the task name.  Simply copy and past the table into Excel.  After importing your new project, display the same table, and copy and paste them back from Excel.  Simple, as long as you ensure no filters are used in either view, and the tasks are sorted in the same way (typically by ID).


    Ben Howard [MVP] | web | blog | book | P2O

    • Marked as answer by A.W Johnston Wednesday, December 21, 2016 2:49 AM
    Thursday, November 17, 2016 7:41 AM

All replies

  • Hi,

    You can overwrite/replace the existing Project by saving the offline project in Project Online using the "EXACT" same name as the existing Project already there on Project Online.

    To do this

    1)Open the Project Professional in Project Online Connected Mode

    2)Go to File tab --> Open --> browse to the location of the offline Project and open it 

    3)Files --> Save As -->Choose the Project Web App as the save location -->Click on Save --> Name the Project exactly same as the existing Project.

    This should do the needful.

    Regards

    Atul Lal

    • Marked as answer by A.W Johnston Wednesday, December 21, 2016 2:49 AM
    • Unmarked as answer by A.W Johnston Wednesday, December 21, 2016 2:49 AM
    Wednesday, November 16, 2016 9:59 AM
  • Thanks Atul Our problem is that when we do this it obviously doesn't keep our 'Custom Fields' Is there a way to export this data before overriding so we can input them again. We have up-to 40 on some projects.

    Thanks

    Thursday, November 17, 2016 12:18 AM
  • Hi A.W Johnston,

    If these are Task Custom fields, I would insert insert each custom field as a column in a table, alongside the task name.  Simply copy and past the table into Excel.  After importing your new project, display the same table, and copy and paste them back from Excel.  Simple, as long as you ensure no filters are used in either view, and the tasks are sorted in the same way (typically by ID).


    Ben Howard [MVP] | web | blog | book | P2O

    • Marked as answer by A.W Johnston Wednesday, December 21, 2016 2:49 AM
    Thursday, November 17, 2016 7:41 AM