Using the Integration Manager
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CHAPTER 4
Using the Integration Manager
The Web TimeSheet Integration Manager for Microsoft Project Server is designed to allow you to update
data between Web TimeSheet and Microsoft Project Server 2003.
Initially, you will need to specify some setup options to ensure that the proper data is updated and the field
mapping meets your needs. Later, you can perform regular updates based on the setup options you select-
ed (or you can redefine your setup, if necessary).
General Setup Options
The General tab is used to specify the direction of the update and the projects to be updated (when appli-
cable).
1. Select the direction of the data update. The default selection is from Web TimeSheet to Microsoft
Project. To change this setting, click the button next to the option for Microsoft Project to Web
TimeSheet.
2. Choose the projects you want to update. The box on the left provides a list of all available projects
in the source application. Select the projects you wish to update (to select multiple projects, hold
down the Ctrl key while clicking on the project names). Click on the
button to add the projects
to the list of selected projects. To ensure the list of available projects is up to date, it is recommended
that you click the Refresh List button before selecting projects.
If updating data from Web TimeSheet to Microsoft Project, you can select any number of the
projects available within Web TimeSheet. If a project generated in Web TimeSheet has not been
previously updated to Microsoft Project, when the update occurs a new project will be created in
Microsoft Project under the project name used in Web TimeSheet.
If updating data from Microsoft Project to Web TimeSheet, you can select any number of the
projects available in the Microsoft Project Server installation. If a project generated in Microsoft
Project has not been previously updated to Web TimeSheet, when the update occurs a new project
will be created in Web TimeSheet under the project name used in Microsoft Project.
3. If you want to perform an update, click the Update Now button. The update will include all setup
options you selected in the General tab, as well as the filters and field mapping relationships you
set up in the Select Data to Update and Field Mapping tabs. When the update is finished, the In-
tegration Manager will notify you of any errors or issues for concern and allow you to view the log file.
Once you have performed an update, Microsoft Project Server will require you to accept the changes.
Refer to your Microsoft Project Server documentation for further information about accepting changes
to projects and tasks.
When updating for the first time, it is recommended that you update all hours within the project start
and end dates to ensure all the necessary data is available in both applications. Once this initial trans-
fer of data is complete, you may perform regular updates for shorter time periods easily and efficiently.
When updating projects, only the first ten levels of the heirarchy will be updated.
Web TimeSheet projects assigned multiple clients using the Bucket method option will not
be listed as available for transfer.