You can synchronize task data between CollabNet TeamForge and Microsoft Project from within a Project file.
- Make sure your Microsoft Internet Explorer proxy settings are configured correctly to access the Internet, whether or not you are using Microsoft Internet Explorer as your Web browser. If you receive a connection error when synchronizing task data, check with your system administrator for your organization's proxy settings.
Open the Microsoft Project file that you want to synchronize with
Note: You can also synchronize using a blank Microsoft Project file. Use this method if you want to do a one-way import from CollabNet TeamForge to Microsoft Project.
- From the File menu, choose CollabNet TeamForge > Synchronize with CollabNet TeamForge .
In the Login to CollabNet
provide the following information:
Note: Do not enter the http:// or https:// before the server name.
- Your CollabNet TeamForge user name and password.
- The server name of your organization's CollabNet TeamForge installation.
- Click Login.
In the CollabNet
Dialog window, choose the CollabNet
and task folder with which you want to synchronize your Microsoft
Project plan, and click Next.
- If your Microsoft Project plan contains any conflicts that would prevent successful synchronization, a list of possible problems appears in the Incompatible Tasks window. Click Cancel, then correct any issues. Repeat until all synchronization issues are corrected.
- If one or more tasks are assigned to resource names that do not have an exact match in CollabNet TeamForge , the Resource Assignment window appears. For all tasks that do not have exact resource matches, you must reassign the tasks.:
The Synchronization Summary window lists the following:
- All the tasks that were added or deleted in CollabNet TeamForge that will be imported into Microsoft Project.
- All the tasks that were added or deleted in Microsoft Project that will be exported to CollabNet TeamForge.
- If you do not have any conflicting task changes, your tasks
are now synchronized. To establish the relationship
between your Microsoft Project plan and the CollabNet
TeamForge task folder, save the changes to your Microsoft Project
plan. Note: If you choose not to save, your synchronization changes will not be saved in Microsoft Project and you will not be able to perform subsequent synchronizations with that task folder. After you have saved synchronization changes once, you can then choose not to save your changes to Microsoft Project. However, your changes are always saved in CollabNet TeamForge.Note: Use this method if you want to do a one-way export from Microsoft Project to CollabNet TeamForge.
- If you have conflicting task changes, the Task Conflict
window appears. You can use all values assigned in Microsoft Project or use all values assigned in CollabNet TeamForge.Note: When editing start and end dates, you must choose both values from the same source. For example, you cannot choose a start date from CollabNet TeamForge and an end date from Microsoft Project.
- If you do not have any conflicting task changes, your tasks are now synchronized. To establish the relationship between your Microsoft Project plan and the CollabNet TeamForge task folder, save the changes to your Microsoft Project plan.
- Click Next.
After you unbind your Microsoft Project plan, you cannot synchronize it with the original task folder, but you can synchronize it with any other task folder.