Import a Schedule from MS Project

Easily load construction schedule files (.XML) from Microsoft Project (MS Project) into ConstructionOnline™

BACKGROUND 

ConstructionOnline™ offers the world's fastest online Scheduling, providing construction teams with powerful scheduling tools to accurately and efficiently plan & manage construction project timelines - from initial project start through the entire duration of the job.

Many construction pros may have historical schedules or templates pulled from MS Project, and to support an easy transition of data to ConstructionOnline™, there is a simple, direct import for Microsoft Project schedule files to ConstructionOnline™ Scheduling.

THINGS TO CONSIDER

• ConstructionOnline Projects can only have a single, active schedule. 
• In order to successfully import Resource(s) associated with the schedule, their email in MS Project must match their public email address in ConstructionOnline. 

STEPS TO IMPORT A SCHEDULE FROM MICROSOFT PROJECT 

1. Navigate to the desired Project via the Left Sidebar. 
2. Locate and select the “Calendars & Schedules” tab. 
   1. If you have chosen to have Scheduling appear as a Project Quick Link, you may also access the Warranty Tracking feature from the Project’s "Overview" tab. 
3. From within the “Calendars & Schedules” tab, click on “Scheduling” in the “Calendar/Schedule Categories” column. 
   
4. Tap the green “Add New Schedule…” button and choose the option to “Import from Microsoft Project.”
5. Press the blue “Continue” button to open the screen where you can upload the MS Project file. 
6. Click on the gray “Choose File” button underneath the “Choose Microsoft Project File (.XML) to Import” section. 
   
7. This will trigger the device’s file explorer where you can select the desired MS Project file to import. 
   1. The .XML file will need to be exported from MS Project and saved to the local device, server, or other accessible drive for access during this step. 
8. Confirm the file chosen is indeed the correct file for import. 
   1. You may also enter a Schedule Name that will be displayed in ConstructionOnline and verify the Related Project.
      1. The current Project is assigned by default and cannot be changed. 
9. Hit the blue “Save” button to proceed with the import of the MS Project file. 

ADDITIONAL INFORMATION 

• MS Project files must be exported from Microsoft Project in .XML format for successful direct import to ConstructionOnline’s Scheduling feature. 
  • ConstructionOnline Scheduling does not support the import of .XLS, .XLSX, .PDF, .TXT, or .CSV files. 
  • MS Project files are sometimes saved in the .MPP format. Instructions for saving MS Project files to a different file format (such as .XML) can be found here: Microsoft Support > Export Data to Another File Format

• Subscription Level: ConstructionOnline's Scheduling feature is available for companies with current ConstructionOnline subscriptions at Construction LT, Residential Pro, Professional, Team, Business, and Enterprise levels.
  
  • OnPlan Scheduling is also available as a Per-Company Add-On for all other plans. 
• Permissions: Admin Users and Company Users with “Can Create, Edit, & Delete” permissions for Scheduling can import schedules from Microsoft Project.

• Scheduling updates are saved in real-time as changes are made, keeping Project team members always current and up-to-date.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding OnPlan Scheduling can be found in the FAQ: Scheduling article. 
• If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for more options.