Exporting to a Microsoft Project
Exporting to a Microsoft Project will export the most important project-planning, resource and task information from Codebeamer for processing it in a Microsoft Project.
Initiating an Export in Codebeamer
To export in Codebeamer:
Just go to any tracker (Bug/Task/Requirement) and in the "more" menu you will find the "Export to Office" option. This is available both on the normal table-view of a tracker and when using the Document View as well.
Then in the export dialog choose the "Microsoft Project export" option.
The export will start and an XML file will be generated soon and download will start.
 | The export XML file cannot be directly opened in a MS Project. The following error will appear if you try to do so: |
To open the export XML file:
1. Save the XML file to file-system
2. Click > from MS Project.
3. Open the XML file
4. The Import Wizard will appear. Click As a new project.
What is exported?
The export contains the following:
• Tracker-items
The items (tasks, bugs, and requirements) from the current tracker are filtered by the current tracker view.From each item in Codebeamer, one task with the same name will be created in MS-Project.
• All children items
The parent-child relationship is kept during export, so the same structure will appear in MS-Project as in Codebeamer. You must export all children to get a complete picture of the tasks and their relations in MS-Project for planning.
• Planning properties
These are mapped to the appropriate task fields in MS-Project. For example, in the Planned Effort and Spent Effort fields
• User/Role assignments
The user and role assignments are converted to Resources in MS-Project and assigned to appropriate tasks.
• Dependencies
Dependency associations between the exported items are converted to predecessor-successor relationships in MS-Project.
• Other properties
Other non-planning related properties from Codebeamer are mapped to custom fields in MS-Project.