Exporting to Microsoft Project

You can export a capability pattern or delivery process as an XML file that can be opened in Microsoft® Project. This XML file contain links to specific pages in the original method library.

Dependencies in the work breakdown structure are carried over to Microsoft Project. If there are circular dependencies in work breakdown structure, Microsoft Project will issue a warning but will accept the circular dependencies.

Roles are exported as Microsoft Project resources. They are connected to tasks or summary tasks as follows:

The following elements are not exported:

Microsoft Project sets the start and end dates for the project. You need to adjust them after the export has completed by using Microsoft Project.

To export to Microsoft Project:

  1. Click File and click export icon Export.
  2. Click MS project icon Microsoft Project and click Next.
  3. Select a capability pattern or delivery process to export. Click Next.
  4. Select the method configuration and export options that will be used to export the selected process.
    • Selected process
    • Method configuration
    • Publish the process Web site
      • Publish the entire method configuration
      • Publish content that is only relevant to the selected process
    • Export only breakdown elements that are planned
  5. Select the publishing options that will be used to publish the Web site for the exported process. Click Next.
  6. Enter a Name and Directory for the exported file. Use Browse to navigate to the exported folder.
  7. Click Finish to begin the export process.