MJ

Project Center

Projects
Health	Record	Project Name ▲	Status	Project Type	Owner	Start	Finish	% Work Complete	Cost

10 projects Last refreshed: today 08:45 AM

▦ New Project

Project Name *

Program *

Project Description *

Anticipated Outcomes / Objectives *

Project Type

Owner

Start Date *

Finish Date *

Baseline Budget ($)

Plan Template

The project starts with this plan, scheduled from its start date.

Parent Program (optional)

Programs are one level deep: a project that already has a parent cannot be chosen.

Mandatory (must be funded before portfolio optimisation)

A mandatory project bypasses optimisation and consumes budget first, so a justification is required.

Import a Microsoft Project plan

File
Plan
Resources
Custom fields
Review
Import

Choose the plan

In Project, use File > Save As > XML Format (*.xml), then choose that file. It is checked before anything is saved. .mpp files are not read.

Your file is not kept. For security, HALEPM reads the uploaded file once to import the plan, then discards it. Keep your own copy.

Project XML file

The plan

Project name

Phase State

Resources

Each work resource is matched to the pool by email, then by its exact name when only one active resource has it.

Add resources with no match to the pool

Custom fields

Each field's values are stored in the HALEPM task field with the same name. Fields are not created by the import.

What the import will create and lose

Imported