Schedule Importing and Track To's

This video will show you how to select milestones to track to when you are importing your schedule.

When you log into SmartPM as a company admin, you'll be greeted with a blank dashboard, since no projects have been created. In order to import a schedule, you will need to create a new project first.

Create a project and upload your baseline schedule:

1. Click on the blue “+Add New Project”button which will bring up a form to fill out
2. Enter your project name. 
3. Select your project source 
   a.  XER file (Exported from Primavera P6, Asta Powerproject, and Phoenix)
   b.  MPP file (Exported from Microsoft Project) 
4. Select the country
5. Select the postal code - The state and city will autopopulate. This information will be used to find the nearest weather location to provide weather data for your project location.  
6. Click the Next button
7. Click in the “Select Schedule File” box, and select your baseline schedule.
8. Click the Next button
9. You'll be presented with a message saying that the processing has completed and the project has been imported.
10. Click the Next button which will take you to the “Track Activities” step. In SmartPM you can look at the entire project but also track interim milestones. If you have a multi phase, multi area, multi building project that you're working on, you can track the metrics to key interim milestones. 
11. Select the Project Milestones you want to track.  
12. Click the Finish button.You will see is a message  

Upload Schedule Updates:

Once you see that the project has been created, you can upload all of your schedule updates at once. You can upload schedule updates from the Dashboard page or the Project page.

From the main Dashboard 

1. Click on “Manage Schedules” located on the menu bar under each project
2. Click in the “Select Schedule File” box, and select the schedule updates you want to add
3. Click on the “Save Changes” button
4. You will be notified once the upload is complete. Select the OK button.

From the Project Dashboard:

1. Select the “Manage Schedules” Tab 
2. Click in the “Select Schedule File” box, and select the schedule updates you want to add
3. Click on the “Save Changes” button
4. You will be notified once the upload is complete. Select the OK button.

The amount of time this takes to process is going to be heavily dependent on the size of the schedules and the number of schedules. If there are a lot of schedules, then it will take longer to process because there are millions of calculations involved in doing the analysis, which would take 10 times longer to calculate manually. You will receive an email notification once the actual upload has completed and be able to view all the data.