Importing Notes from MSP be can be done if you select one of the topic from Notebook of P5. You have to select from Project level, WBS summary level and activity level.
Example: If the notes that you wish to import are on the WBS summary level of your MSP then you have to select from Notesbooks the WBS notes and choose a topic to import you notes (say: change order) and if the notes are on each activity then select Activity notes and choose a topic (say: scope).
I assumed that you are already familiar on how to import MSP and mapping all the fields otherwise if you still have problem importing notes please let me know so I can explain to you step by step.
Member for
18 years 7 monthsRE: MSP to P5 - Notes Field Transfer
Thanks Rodel,
This worked well.
My problem was identifying whether the notes should be project, wbs or activity notes!
Seems if you enter options for all 3 it defaults to project!
Member for
19 yearsRE: MSP to P5 - Notes Field Transfer
Hi Matt,
Importing Notes from MSP be can be done if you select one of the topic from Notebook of P5. You have to select from Project level, WBS summary level and activity level.
Example: If the notes that you wish to import are on the WBS summary level of your MSP then you have to select from Notesbooks the WBS notes and choose a topic to import you notes (say: change order) and if the notes are on each activity then select Activity notes and choose a topic (say: scope).
I assumed that you are already familiar on how to import MSP and mapping all the fields otherwise if you still have problem importing notes please let me know so I can explain to you step by step.
Regards,
Rodel