Navigation:  Planner (optional) > How to Transfer a Planner

Export to Another Application

The planner can be exported to Ms Project.

Select Ms Project>Export to Ms Project; this can include the calendars and links between tasks (constraints).

 

There is no dynamic link between QDV7 and these applications unless they share data of an SQL database.

This directly opens the planner in either application.

To create a static snapshot, click Image and select the extension (jpg, png, tiff, bmp).

NOTES

- QDV7 displays the overall count of days, whereas Ms Project displays the count of working days.

- Task name: 255 characters at most.

 

Import From Another Estimate

Refer to How to Import Data.

 

Import From Another Estimate or An Excel File

If you import directly from an Excel file, skip the steps #1 and 2.

1.In the source estimate, select Data>Export to Microsoft Excel; the table on the left is exported with groupings if any; an extra row contains the column mnemonics

2.Save the Excel file

3.In the destination estimate properly configured (options, project settings), select Data>Import from Excel.

 

Some transformations may occur:

▪missing or invalid key is automatically assigned

▪Hammock task → Static task

▪unknown or missing task type  → default task type

▪missing or invalid start date →  task of 10 days starting today

▪Duration column takes over End date column

▪Numeric duration is construed as days count and type is set to “full working days”

▪Duration in the format ..d ..h ..m. If a count of days is available, the result is rounded to the higher count and type is set to “full working days”, else to “working hours”.

▪if blank duration, task → milestone

▪End date column

▪if blank date or end date = start date, task → milestone

▪invalid date →  start date + 10 days

NOTE Even though the Owner column is populated, the Owner book is not.