Editing a Project in Microsoft Project

Review the following guidelines for editing a project in Microsoft Project and exchanging the information with SuiteProjects Pro.

• Server use — Always use the same SuiteProjects Pro account and account type after editing a project. While you may have a sandbox account and a production account, export or import the SuiteProjects Pro project to or from the same account after making changes to the project plan. Never make changes to a project plan and export and import this project plan across multiple SuiteProjects Pro accounts of the same or different type because each account may assign a different internal ID to the same task.

• Drag and drop — Always use drag and drop when editing tasks in Microsoft Project. If you cut and paste tasks from one place to another in a project, the information SuiteProjects Pro uses to identify a task can become corrupted.

• Copy and paste — A known limitation of Project Connector results in a potential error message in SuiteProjects Pro when you copy and paste tasks from another project. If you copy and paste tasks from one project to another, you should not paste into the initial phase on the project list. Create a new phase and paste into that one. See FAQ: Project Export and Import.

• Fixed units task type — Remember that SuiteProjects Pro treats all task types as fixed units task types. So, to maintain project compatibility, you should use only the fixed units task type. For more information, see Application Differences.

• Deleting a task — Ensure that a task does not have SuiteProjects Pro transactions associated with it before you delete it in Microsoft Project. If SuiteProjects Pro does not allow you to delete a task, do not do it in Microsoft Project. While the task will be removed from the Microsoft Project project file, it cannot be removed from SuiteProjects Pro due to its association with invoicing, billing, or timesheets.

• No overwrite — Create a new project file when you import a project plan from SuiteProjects Pro into Microsoft Project. Do not overwrite an existing project file. When the file in SuiteProjects Pro is locked, the new project file is automatically associated with the project it was imported from in SuiteProjects Pro. Make changes in Microsoft Project and export it back to the same project in SuiteProjects Pro.