In this article, we will review how to import the Planner Premium tasks as Key Dates to the PPM Express Project.
If you added a Planner Premium connection to PPM Express and linked the PPM Express Project to the Planner Premium Project, it is possible to import tasks from the Planner Premium Project to the PPM Express Project as Key Dates.
If the Planner Premium connection is not added and the Planner Premium Project is not linked to the PPM Express Project yet, then to import Key Dates, it is required to have Manage Integrations and Edit Project permissions to add the connection.
To import tasks from the Planner Premium project as Key Dates to the PPM Express Project, perform the following:
1. Open the PPM Express Project linked to the Planner Premium Project where you would like to import Key Dates.
2. Navigate to the Key Dates section of the Project and select the Import Key Date option.
3. In the Import Key Date window, it is possible to search for the required Planner Premium task by Name, Type, or ID. Or you can just click in the search window and 10 Planner Premium Project tasks will become available for selection. As you select to import them as Key dates, the next tasks will become available in the list.
4. To select the task you would like to import, just click on it, and it will be added to the list of selected items. When ready with the selection, click Confirm to import the selected tasks to PPM Express as Key Dates.
You can delete the unnecessary items from this list or open them in Planner Premium.
5. As you click Confirm, the selected items will be added to the Key Dates section.
The field values imported from the Planner Premium cannot be changed within PPM Express. If these values are changed in Planner Premium, they will be applied to PPM Express Key Dates automatically after data synchronization. Only custom PPM Express fields can be edited for the imported Key Dates.
Statuses will be set according to the task finish date, taking into account the current date:
- 'Done' will be set for the tasks with 'Completed' status in Planner Premium.
- 'Critical' will be set for the tasks that are late >10 days and not completed.
- 'At risk' will be set for the tasks that are late <=10 days and not completed.
- 'On Track' will be set for all other cases for the tasks where the date field is greater than the current date (today).
The tasks imported as key dates can be opened in Planner Premium from the PPM Express Key dates section directly by clicking on the Planner Premium icon next to each Key date.
The Baseline can be set for all PPM Express Key Dates. To set the baseline, select the Key Dates and click the Set Baseline button (the Baseline is created for the Date field).
The Baseline tab becomes available if you open the Key Date for editing.
To remove the Baseline mark from the timeline view, click on the 'Style' option and disable the Show Baseline option.
To delete the imported Key Dates perform the following:
1. Open the PPM Express Project where Planner Premium tasks were imported as Key Dates.
2. Select the Key Dates you need to delete from the list.
3. Click the Delete button.
4. Confirm that you would like to remove the Key Dates. The selected Key Dates will be deleted at once.
If the PPM Express Project is linked to several systems and the Key dates are imported from all systems, then in the Import Key dates window, it will be possible to switch between these systems. Switching between the systems, you can review and manage the list of imported key dates for each system separately.