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Administrator Guide
Laatst bijgewerkt: 2023-07-14
Import Project Plan Updates from Microsoft Project

Import Project Plan Updates from Microsoft Project

  • Microsoft® Project 2016 installed (Build: 7571.2109 or later).
  • Microsoft® Project add-in
    Workday Projects Integration
     installed.
  • Microsoft® Project file exported from Workday.
  • Security:
    Manage: Project Plan
     domain in the Project Tracking functional area.
We plan to retire the importation of Microsoft Project plans into Workday in a future update. Workday recommends that you use a custom integration to import from Microsoft Project.
You can make changes to a Microsoft Project file previously exported from Workday. Using the add-in, you can then import these changes into Workday and synchronize values in these columns with the applicable values in the associated Workday project:
  • Task Start Date
  • Task Finish Date
  • % Work Complete
You can also change other columns in the Microsoft Project file, but you can't import those changes into Workday. However, if a change that you make to another column in turn changes these columns, you can import the changes into Workday:
  • Task Start Date
  • Task Finish Date
  • % Work Complete
  1. Import the exported XML file into Project 2016 as a
    New Project
    . Make updates to the Project Start Date, Finish Date and % Work complete.
  2. Access the
    Workday for Microsoft Project Settings
     task and record the Client ID value.
  3. Configure the
    Workday Projects Integration
     add-in with your tenant, Client ID (from Step 3), user ID, and password.
  4. In the
    Workday Projects Integration
    , click
    Update Project to Workday
    .