Looking for experience(s) with the import/export of MS-Project to EPICORE; a “clean” method for translating such that both EPICOR and MS-Project are similarly structured, one augmenting the other.
First attempt at exporting the EPICOR data occurred today; the resulting MS-Project file a far cry from that in EPICOR; the hierarchy of phases and jobs in exported file were lost.
Hello Mark,
I am working in Epicor 10 presently and looking to import an MS Project file into Epicor. Found your document as a reference and an working through the configuration of the MSP file export now. Wondered if you have any instructions as to format of the input file that support Creating WBS Phase jobs as part of the import of a new project into Epicor. I have not been able to locate any Tech Ref guide for the PM module that would help to explain this feature.
We’re working through our Kinetic setups and eventual launch. Our consultant said that the documentation he was able to reference stated that Epicor isn’t designed to import project files STARTED in MS Projects. However, if you start the project in Epicor, export it, import it into MS Projects, edit the project as needed, export it, and import it back into Epicor it should translate just fine.
Essentially, Epicor wants to setup the overall structure right at the start otherwise it doesn’t import properly.