The first step to uploading schedules is to create a project and import a baseline schedule
Before you upload your baseline schedule, you need to add a new project to smart PM. It is best to use the earliest schedule you have because the more data the better. You can reset the baseline later on if necessary.
In the Company Dashboard click “Add New Project”.
Step 1: Basic Info
1. Give the Project a Name.
2. Select Project Source file Type
3. Enter the Country and Zip Code where the Project is located.
4. Click “Next”
Step 2: Metadata
1. If Metadata has been configured in the Company Admin tool, you can select these filters when creating your project
2. Click "Next"
Step 3: Upload Schedule
1. Click the "Select Schedule File" window, locate & select the schedule source file on your machine
2. If your schedule has a Contractual End Date, you can select that date, below the schedule upload area
3.Once your schedule is validated, click "Next"
*** For MS Project (mpp) Imports: Click the "Select Schedule File" window, locate & select the file on your machine. SmartPM will Upload & Validate the file and populate a Data Date ***
NOTE: If a Data Date does not populate, please visit this Microsoft Project Help Article
Step 4: Processing
1. The project will be created and process into the SmartPM system
2.You will receive a message that the project was created, or that is could not be created successfully
3. Click "Next"
Step 5: Track Activities
1. Finally, select all of the key Milestones and Activities you would like SmartPM to automatically create Track to Scenarios for
2. Click "Create Project."
Now you should be able to see your project in the SmartPM Dashboard.