Phase One
You must have both Microsoft Project Desktop and the OnePlan for Project Connector installed locally on your machine to use the OnePlan for Project Connector.
The following document outline the process to migrate a Microsoft Project Desktop schedule to OnePlan Workplan.
Update the Capital-Expense Field
1. Make sure Microsoft Project is closed
2. In Teams, go to OnePlan > MPP Files.
3. In MPP Files click Files at the top, then click the ellipsis (…) and Open in SharePoint.
4. Click on the project name.
5. Make sure Profile references your connection to MS Project Server.
6. Click Work Offline.
7. Click View on top Ribbon.
8. Click Outline > All Subtask.
9. Migrate over to the Capital-Expense column (Make sure you are on the Gantt Chart View)
10. Right click and insert column (Text10). If column Text10 contains values then insert column Text11, and if Text11 contains no values then Copy and Paste the values from Text10 into Text11 column. If Text11 contains values then try inserting Text12, and so on, until you find a text column which has no values.
11. Highlight the entire Capital-Expense column, then right click and Copy the values from the column. Paste the values into the Text10 column.
12. Right click on column heading for Text 10. Click Custom Fields. The Custom Fields form will open.
13. In the Custom Fields form, click Rename.
14. Type in the name as “Capital or Expense” in the New name for 'Text10' field and click OK.
NOTE: The field will map to Capital-Expense in the work type Schedule.
15. Click OK to finish renaming.
16. Click File then Save.
17. Update column C&E Complete in SharePoint to value YES to indicate file has been updated.
18. Start over at step 4 (click on project name) to update the next project.
Phase Two
Phase two cannot be started until the project names have been added to OnePlan.
Connect your Migrated Schedule to OnePlan using Templates
To continue to use the connected MPP schedules without navigating to the team site folder library, a project must be connected as a template.
All migrated schedules have been added to the template library.
1. Go to my.oneplan.ai and find your project in the Portfolios list.
2. Open your project.
3. On the ellipse (…) after the project name select Shared With.
4. Start typing your last name in the Add User field
5. Select your name once it appears. The system automatically adds you.
6. Click in the Access column next to your name.
7. Change your access to Owner.
8. Close the screen by selecting the X in upper right corner.
9. Go to Work Plan > List.
10. In the toolbar, click the Project Icon.
11. Select Project Professional and click Next.
12. Find the matching and appropriate schedule from the Select Template drop down.
13. Click CREATE PLAN.
14. Click Yes to the Microsoft Office File Warning Screen.
NOTE: The pop up may not appear directly on your screen. It may end up behind another application. If this happens you may need to minimize or close your applications until the pop up appears.
15. Select Computer when the Login screen pops up.
Your Project should now open in Project Professional Desktop.
Publish Project Schedule to OnePlan using MS Project Professional
1. Open the Oneplan Tab on the MS Project Professional ribbon menu.
2. Click Publish.
3. If the OnePlan URL screen appears, leave the default to United States.
4. Click Select.
5. The OnePlan Authentication screen will open. Log in using you NS (Norfolk Southern) Corp account.
6. The OnePlan Group select screen may appear. Select Migration Testing and click OK.
7. The following resource mapping screen will appear.
8. Map your resource to the resources in OnePlan.
1. Click to select the resource in the OnePlan Resources column.
2. Click to select the matching resource in the Microsoft Project Resources column.
3. Select Replace.
4. A check mark will appear on the Microsoft Project Resources.
5. Repeat for all remaining active resources. Inactive resources will not appear in OnePlan Resources list and should be skipped.
NOTE: The owner of the Plan will show already mapped. You must remap the owner because it is connected to the wrong account. They will show as duplicate entry in the Microsoft Project Resources section.
For Example:
To correct this, you will need to remove the Owner, for example Creech Terry, from Microsoft Project resources by highlighting and clicking Remove. Then map Creech; Terry to the Oneplan resource on the left. Always map the owner's name with the semicolon (;) in it.
IF YOU ACCIDENTALLY REMOVE THE WRONG RESOURCE “STOP”, CLICK CANCEL, AND START OVER.
If you click publish the resource and all associated data will be removed from the MS project and will not be published to Oneplan. If this happens you will need to get a new copy of the mpp file.
NOTE: If you do not see the check boxes in the Microsoft Project Resource section try adjusting you monitor display to 1920 X 1080.
14. Select Publish in the lower right of the resource mapping screen.
15. The following pop up will appear. If the pop up does not appear, go back up to the OnePlan Tab and select publish again.
16. Select OK.
17. On the OnePlan tab.
18. Select Publish Info.
19. Log in using your nscorp account.
20. Publish screen will appear with process status.
21. Validate the process has completed.
22. Close project and select Yes to save.
23. Click Close on the Connected System screen
Open a Published Schedule in OnePlan
1. Go to my.oneplan.ai.
2. On the left navigation select Portfolio Icon.
3. A list of Projects that you are the owner of will appear.
4. Click on the Project Name you just published to in the previous steps.
5. Go to the Work Plan tab.
6. Select List from the drop down.
7. Select work type Schedule.
8. Review the schedule and confirm data has published from Project Desktop, especially Capital and Expense.
9. Review the tasks in the Oneplan schedule and confirm the PM (Project Manager) and other resource have been mapped to tasks.
10. Click the the Project Professional icon and confirm you can open the schedule directly from the work plan type Schedule.
Archive section
1. If the OnePlan URL screen appears. Leave the default to United States.
2. Click Select.
3. OnePlan Authentication screen will open. Log in using you NS (Norfolk Southern) Corp account.
4. OnePlan Group select screen appears.
5. Select Migration Testing and click OK.
6. A selection screen will appear where you can select the associated Project in OnePlan to connect to.
7. Search to find the matching plan in OnePlan. Click the plan to select it and click OK.
NOTE: If you do not see your project listed, STOP and follow the steps beginning with step 5 to make yourself an owner of the project. Once you are an owner on a project you can then import a schedule.