As a PM, I can load planning from microsoft project

Project Managers (PM) and other managers (PMA, PMO, PfM, PgM), can load planning data from an XML file compatible with Microsoft Project®—other scheduling tools export the same XML format, like Primavera, SmartSheet, ProjectLibre, etc.

If you use schedule tools for planning, you don’t need to re-enter work package data in PMPeople, just click the button [Rebaseline] at PLAN > Plan Scope/Schedule/Cost.

Click the “pencil” icon to find the XML file in your computer.

Click [Upload > Overwrite Baseline] to delete the old baseline and load the new data.

Choose [Upload > Add New Work Packages] to keep old baseline data and append the new loaded data.

Let’s see an example. Imagine we have this planning in Microsoft Project®. Baseline has been set and the file has been saved as XML.

[Rebaseline] button will follow this process:

  • Only the project summary task and the tasks with Priority=1 will be identified as work packages or milestones to be loaded. The rest of the tasks will be ignored.

  • For each work package, upload task name as work package name, task notes as work package description, baseline start/finish and baseline cost.

  • For each milestone, upload task name, task notes and task baseline date. Each milestone will be included in the previous loaded work package.

Frequently Asked Questions
Who can load planning from Microsoft Project into PMPeople?

Project Managers (PM) and other roles (PMA, PMO, PfM, PgM) can load planning data from an XML file compatible with Microsoft Project or other tools like Primavera, SmartSheet, or ProjectLibre.

How do I import my planning XML file?

Go to PLAN > Plan Scope/Schedule/Cost and click [Rebaseline]. Use the pencil icon to locate the XML file, then choose Upload > Overwrite Baseline to replace existing data or Upload > Add New Work Packages to append new items.

What data is imported from Microsoft Project?

PMPeople imports the project summary task and all tasks with Priority=1. For work packages, it loads name, description, baseline start/finish, and cost. For milestones, it loads name, description, and baseline date, associating each milestone with its preceding work package.