Business Project "Import and Export"



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  • 4. Auto Link Task to Contacts in BCM
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Business Project "Import and Export"

Postby Vishnu Kumar O » Fri, 03 Aug 2007 03:36:28 GMT

Hi ,

I want to know  to import or Export the Busniess Project In BCM 2007.
For Example If I am using the Access to mantain my Project How to import 
this Project into BCM 2007.

vishnu Kumar 

Re: Business Project "Import and Export"

Postby Luther » Sat, 04 Aug 2007 00:43:33 GMT

I'm unclear on what you are trying to do. BCM projects, likes other
BCM entities can be imported and exported. But BCM projects are
different things from Access projects. Their only relationship is they
share the same name.

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2.How to export or print particluar fields of business project info

I would like to be able to print a project summary sheet for my business 
projects.  I know I can print the information from the Business project form, 
but I would like to customise the information contained (for example, to 
remove unnecessary information and to include details of the linked business 
contact) and how the printed page looks.  Is it possible to do this? Or is it 
possible to export particular job information fields to Excel or Word?

It is possible to mail merge business contacts.  Can a similar merge be 
completed on Business Project information - this would also be a possible 
solution for me?


3.How do you import Projects into Business Contact Manager

I have an Excel spreadsheet with several projects that I want to add to my 
projects list in Business Contact Manager. How do I import Projects? I've 
already imported the contacts and accounts.

4.Project view (display business projects)

When adding the accounts column, there are no accounts that show up as 
affiliated with the projects. 

5.Defining "Project Task" views within a "Business Project" window

I have become fairly familiar and competent with defining views in BCM. 
However, there's one view I have not be able to define AND make it stick.

Within an open Business Project window, I go to the bottom area of the 
window where the Project Tasks are located. However, the Project Tasks are 
not organized in a view that I want. I can right click on the Project Task 
header and customize the view, but as soon as I leave the page and come back, 
the view goes right back to what it was before I changed it.

Normally you can simply define a view a save it. However, in this case the 
hard part is that since you must have the Business Project page open to see 
this view, there is no way to access View > Current View > Define View as the 
same time. In other words, you can only be on one page or the other so it's 
impossible to save the view that was just made within the Business Project 

Any suggestions?

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