Tasks Creation Options

Tasks creation options are used to specify task type and the sequence of actuals fields when you import tasks to Microsoft Project from PPM.

Specifying Task Type When Importing Tasks from PPM

1. Open the project in Microsoft Project.
2. In the Add-Ins tab, select PPM Center > User Preferences.

3. In the Tasks Creation tab, Task type section, select the task type for the imported tasks.

4. (Optionally) Select the option Override Default Task Type in MSP Project Options if you want to change the default task type in MSP Project options to what you select in step 3.

   For example, if you check this option and select Fixed Work as the task type in step 3, the default task type in MSP Project Options will be changed to Fixed Work.

5. Click Save.

Specifying the Sequence of Actuals Fields When Importing Tasks from PPM Center

1. Open the project in Microsoft Project.
2. In the Add-Ins tab, select PPM Center > User Preferences.

3. In the Tasks Creation tab, Actual fields section, specify the sequence of the actuals fields. The actual field on the top will be inserted first while the actual field on the bottom will be inserted last.

   You cannot specify the sequence of actuals fields unless you select the option Override PPM Project Settings.... If you select the option, it only applies to new tasks and is not applicable when you retrieve actuals from PPM. If you deselect the option, you have to follow the setting of Transfer actuals information in PPM project.

4. Click Save.