Recommended Practices and Additional Notes
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CHAPTER 7
Recommended Practices and Additional Notes
Recommended Practices
You should use the following recommended practices when transferring data between Web TimeSheet and
Microsoft Project.
If you are a Microsoft Project user integrating with Web TimeSheet for the first time:
Use Microsoft Project to create and maintain your project profile/project information
Transfer the projects from Microsoft Project to Web TimeSheet
Enter time against the projects in Web TimeSheet
Only change the project information in Microsoft Project
If you are a Web TimeSheet user integrating with Microsoft Project for the first time:
Transfer any existing Web TimeSheet project information to Microsoft Project for the first time only
Following this initial transfer of project information, update the projects in Microsoft Project and
transfer the updated projects from Microsoft Project back to Web TimeSheet
Use Web TimeSheet to enter time and transfer only time to Microsoft Project
Notes on Working with Embedded and Externally Linked Projects
There are special considerations when working with projects created in Microsoft Project Standard/Profes-
sional that contain embedded projects or externally linked tasks. When working with a project in which a
second project is embedded, keep in the mind the following:
Avoid changing the structure and resource assignments within the project using Web TimeSheet.
If you wish to make changes, do so in Microsoft Project only and then transfer the updated informa-
tion to Web TimeSheet.
If there is a resource with the same name bothin the main project and the project embedded within
it, the Integration Manager considers those resources as identical.
The currency symbol used by each project affects the operation of the Integration Manager as fol-
lows:
If the main and embedded projects are set to use different currency symbols, data transfer
will not occur and the Integration Manager will log an error.
If the main project has no currency symbol associated with it and the embedded projects
currency symbol matches that of the regional settings, data will be transferred successfully.
If the embedded projects currency symbol does not match the regional settings, data
transfer will fail and the Integration Manager will log an error.
If the embedded project has no currency symbol associated with it, data will be transferred
successfully, regardless of the main projects currency symbol.
When working with a project in Microsoft Project that includes tasks that are linked externally, that is to a
task within another project, note the following:
The task to which the external link has been made can be transferred from Microsoft Project to
Web TimeSheet. However, when transferring back to Microsoft Project, data for the externally
linked task will not be transferred as Microsoft Project does not allow the embedded task to be
edited within the main project. A message will be logged by the Integration Manager in the log file
when this occurs.