"Refresh" refers to updating symbols' dates, column text, and column values in Milestones Professional with the latest information in the Microsoft Project file that was used to create the Milestones schedule. Optionally, new tasks in the Microsoft Project file are added to the end of the Milestones schedule. Summary of the refresh processWhen an Microsoft Project file is imported into Milestones, start and end symbols are tagged with a Unique ID from Microsoft Project and the word "Start" or "Finish." Other symbols, column headings, and various schedule areas are similarly tagged. See: symbol tag contents To view a symbol's tag, double-click the symbol on the schedule and choose the Symbol Links tab in Milestones Professional. (Or select the symbol and choose the Symbol Links tab on the Toolbar) During the refresh process, tagged items in Milestones are matched to their counterparts in the selected Microsoft Project file. All tagged items are replaced with the latest data from the Microsoft Project file. See: symbol tag contents Thus, if a start date changes in the Microsoft Project file, refresh will update that same start date in the Milestones schedule. How to refresh a Milestones schedule's data with new Microsoft Project data
In Milestones, Task 1's start symbol is tagged as "2,Start" because the matching task in Microsoft Project has the unique ID number 2. If Microsoft Project Task 1's start date changes, and the refresh feature is applied in Milestones, then the Task 1 start date will change to match the change in Microsoft Project. Task 1's finish symbol is tagged as "2,finish,name". The unique ID is 2, the date field is finish and the Project name field is used for the symbol text. Task 3's start symbol is tagged as "4,start,name". (Task 3's unique ID is 4.) Refreshing does not change the format of the Milestones schedule.
It's possible to use several Microsoft Project (or XML) schedules to update a single presentation Milestones schedule. In this case, symbols and rows are tagged using file "nicknames". Set up a Milestones Professional schedule for multi-file refresh
Change the file nickname (once in the Refresh File List dialog box)
Common issues
It's also possible to manually tag symbols by entering the Microsoft Project tasks' unique ID numbers, along with "Start" or "Finish" in the Automation Tag field, as shown above. The tag is case sensitive. See: symbol tag contents |
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