ARIS – MS Project Interface
Version 6.21
For the ARIS Toolset
Version 4.03 or higher
July 2017
The
ARIS – MS Project Interface
for the ARIS Toolset 4.03 or higher and MS Project 98 or MS Project 2000
is property of
Enel inženjering, d.o.o.
Contact address:
Enel inženjering, d.o.o.
Trg Hrvatske bratske zajednice 8
21000 Split
Croatia
Phone ++385-21-480265
Fax ++385-21-480268
E-mail [email protected]
Www http://enelsoftware.com/
All rights reserved. Reprint - also partially – only with permission by
Enel inženjering, d.o.o.
Information in this document is subject to change without notice.
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Contents
1. Introduction
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2. ArisToMSProject Report
2.1 A Guide through Dialogs
2.1.1 Settings Dialog
2.1.2 Configuration Dialog
2.1.2.1 Language Dialog
2.1.2.2 Export Fields Configuration Dialog
2.1.2.2.1 Add/Remove Field
to/from Configuration
2.1.2.3 Import Fields Configuration Dialog
2.1.2.4 Assignments Dialog
2.1.2.5 Attribute Placement Dialog
2.1.2.6 Connections Dialog
2.1.2.7 Resources Dialog
2.1.2.8 Default Task Type Dialog
2.1.3 Data Transfer Dialog
2.2. Data Conversion (ARIS Toolset to MS Project)
2.2.1 Model Attributes
2.2.2 Function Attributes
2.2.3 Milestone Event Attributes
2.2.4 Resource Attributes
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3. ArisFromMSProject Report
3.1. A Guide through Dialogs
3.1.1 Settings Dialog
3.1.2. Configuration Dialog
3.1.3 Data Transfer Dialog
3.2. Data Conversion (MS Project to ARIS Toolset)
3.2.1 Project Properties
3.2.2 Task Properties
3.2.3 Milestone Task Properties
3.2.1 Resource Properties
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4. Examples of Using ARIS - MS Project Interface
4.1 Meeting Organization Export Using Default Values
4.2 Some Examples of Using Connection State
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1. Introduction
The ARIS-MSProject interface converts functions, rules, resources and events from
ARIS Toolset Version 4.03 or higher to MS Project 98 or MS Project 2000 and vice
versa.
The interface consists of two parts:
- ArisToMSProject report, and
- ArisFromMSProject report.
2. ArisToMSProject Report
The ArisToMSProject report converts valid model to a project in MS Project.
Valid model has at least one function and its type is any of the following: eEPC,
eEPC (Instance), eEPC as column display, eEPC with material flow, PPC, Office
process, Industrial process, PCD, PCD with material flow, Value added chain
diagram.
Function allocation diagram can’t be converted directly to a project, but if some
function in a valid model has assigned Function allocation diagram, the resources
from Function allocation diagram will be converted to resources in MS Project.
ArisToMSProject report is activated like any other report in ARIS Toolset.
Figure 1
ArisToMSProject report works with three structurally relevant object types: functions,
events and rules. They determine paths in the model.
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Paths that will be exported to MS Project are determined by your choice.
You can choose to:
 export all paths,
 export paths by their connection state. You can choose placeholder attribute for
the connection state attribute in the connection dialog. Connection state can be
either “Active” or “Inactive”. If connection state is “Inactive” (first letter of the
attribute must be “I”; other letters are not considered), that path is no longer
exported. “Active” is default.
 be asked upon encountering unclear rule situation (you can clarify AND
and/or OR rule object situations by setting all incoming and outgoing paths to be
exported by default). When unclear rule situation is encountered, you will be
asked to resolve it, then the paths will be exported by their connection state.
It is not possible to convert any kind of circular relationships in diagrams because
they cannot be planned in MS Project.
2.1. A Guide through Dialogs
2.1.1 Settings Dialog
Figure 2
At the above dialog box you can see the active configuration of data transfer from
ARIS to MS Project and vice versa.
Clicking on Print settings button prints the active configuration.
By clicking on Edit configuration button the configuration dialog will be displayed.
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2.1.2 Configuration Dialog
This dialog box enables you to change any parameter of the active transfer
configuration.
This dialog box is the same for both reports, so you can choose to configure the
export (ARIS to MS Project) and import (MS Project to ARIS) fields from the same
report. That allows you to see which attributes were exported to MS Project
properties, and therefore from which properties to reimport.
If you exit from this dialog box by clicking on button OK, you’ll be asked to save
changed data conversion parameters as default.
2.1.2.1. Language Dialog
Figure 3
Here, you can choose an English or German user interface. This means that all ARIS MS Project interface text will be written in chosen language.
2.1.2.2. Export Fields Configuration Dialog
This dialog box allows you to set attributes, which will be transferred, and the
properties to which they will be transferred.
All attributes, which can be transferred, are listed in the left window. The attributes
that are already added to configuration set are marked with . Sign
marks the
others.
All attributes and properties, which will be transferred, and connections between
them, are listed into right window. The obligatory attributes are marked with . They
must be transferred and you cannot edit, set or remove them.
By clicking on Load default button, default configuration set will be restored.
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By clicking on Remove all button, the current configuration will be emptied, leaving
only the obligatory attributes.
Figure 4
2.1.2.2.1 Add/Remove Field to/from Configuration
To add new attribute to current configuration, you must double-click desired field in
the left window. E.g. to add Full name attribute (Model to project group), you must
double-click that field. The following dialog box will appear:
Figure 5
If you click on button Add to list, this attribute will be added to current configuration
set. In the left window this attribute will be marked
and you cannot reedit it.
Almost all attributes/properties can be transferred into one of more matching
properties /attributes. E.g. Identifier attribute (Model to project group) can be
transferred into the Subject or Comments properties. You choose matching property
by clicking on the desired property in the list:
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Figure 6
To remove this attribute, you must double-click that attribute in the right window. The
following dialog box will appear:
Figure 7
If you click on button Remove, this attribute will be removed from current
configuration set. In the left window this attribute will be marked with
and you can
reedit it.
Majority of the attributes/properties can be used in configuration set only once.
Some attributes/properties are summary meaning that more than one
property/attribute can be transferred into it. In that case, strings will be concatenated
and numbers summed up.
Summary field table
Field name
Description/Definition
Description/Definition
Avg. total costs
Min. total costs
Max. total costs
Description/Definition
Description/Definition
Subject
Comments
Notes
Work
FixedCost
Notes
Notes
Attribute/
property
Attribute
Attribute
Attribute
Attribute
Attribute
Attribute
Attribute
Property
Property
Property
Property
Property
Property
Property
Group
Type
Model
Function
Function
Function
Function
Event
Resource
Project
Project
Task
Task
Task
Task (milestone)
Resource
String
String
Double
Double
Double
String
String
String
String
String
Double
Double
String
String
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2.1.2.3 Import Fields Configuration Dialog
This dialog box allows you to see which MS Project properties will be transferred and
to which ARIS attributes.
All properties, which can be transferred, are listed in the left window. The properties
that are already added to configuration set are marked with . Sign
marks the
others.
All properties and attributes, which will be transferred, and connections between
them, are listed into right window.
For more information see 2.1.2.2 “Export Fields Configuration Dialog”.
Figure 8
2.1.2.4. Assignments Dialog
At the assignments dialog box you choose how the assignments will be treated.
First option allows you to choose how many sublevels you want to include in data
transfer.
Second option means that, for each assignment, you will be asked whether you want
to include that assignment in transfer or not.
You can choose whether to skip process interface transfer or not. If there’s a process
interface in an assignment, we recommend you to skip the transfer, because, in that
case, function and its assignment will be transferred twice to project.
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Figure 9
2.1.2.5. Attribute Placement Dialog
Figure 10
At this dialog box you choose which ARIS Free attributes (User attribute Text 1-12)
are used as placeholders for connection state and milestone event attributes.
In both cases you can choose e.g. Use attribute Text 1, because these are two different
attributes: Use attribute Text 1 (connection object) and Use attribute Text 1 (event
object).
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You also choose which MS Project properties are used as placeholders for objects’
GUID. You mustn’t delete or change contents of these placeholders, because ARISMSProject interface uses GUID to identify an object, and if you change or delete it,
that object properties won’t be transferred back to ARIS.
2.1.2.6. Connections Dialog
You also choose the way connections will be handled. Connections can be handled in
any of the following ways:
Figure 11



all connections will be handled as if they were active (if so, you can also update
the model – all connections will be marked as active)
connections will be handled the way you set them
you will be asked to resolve unclear situations regarding connections to/from rule
objects (if so, you can decide whether you want AND and/or OR rule object types
to be handled automatically).
2.1.2.7. Resources Dialog
You can choose whether to transfer resources and, if so, whether to transfer only those
resources that execute functions (connection type = execute) or all resources.
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Figure 12
2.1.2.8. Default Task Type Dialog
At this dialog box you choose which type will be used to create MS Project task. For
more information see MS Project documentation.
Figure 13
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2.1.3 Data Transfer Dialog
During the data transfer, the program status window will be displayed:
Figure 14
Based on the chosen connection and assignment transfer parameters, you may be
asked to resolve unclear situations during the data transfer,
Figure 15
or to decide to include assignment in transfer or not.
Figure 16
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Caution: Don’t click in the MS Project window during the data transfer, because
it would cause an error.
At the end of data transfer, the following message will be displayed:
Figure 17
If there were errors, clicking on View error log button displays them.
2.2. Data Conversion (ARIS Toolset to MS Project)
2.2.1 Model Attributes
Selected model is converted to a project in MS Project. If a function in the model has
assigned model, the function is converted to a summary task and assigned model is
converted to the subtasks of that function.
Model in ARIS Toolset
Name
Identifier
Description/Definition
Full name
Author
Customer
Project manager
Standard daily working hours
Standard weekly working hours
Cost rate
Overtime cost rate
Earliest start date
Latest end date
Project in MS Project
Title
Subject
Comments
Comments
Subject
Subject
Comments
Author
Company
Manager
Hours per day
Hours per week
Default standard rate
Default overtime rate
Project start date
Project finish date
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Direction of planing
User attribute Text 1-12
Schedule from start
Subject
Comments
Property CurrencySymbol must be set manually or MS Project will use default value
from Region settings.
The interface checks the value of attributes Standard daily working hours and
Standard weekly working hours. The value of Standard daily working hours
mustn’t be greater than 24 hours, and the value of Standard weekly working hours
mustn’t be greater than 168 (24 x 7) hours.
The value of attribute Direction of planning can be Forward or Backward. If the
value of Direction of planning is Forward, MS Project calculates duration of project
start from Earliest start date. If attribute Earliest start date isn’t entered, start date of
the project will be the creation date. If the value of Direction of planning is Backward,
MS Project calculates duration of project start from Latest end date to the back. If
attribute Latest end date isn’t entered or it isn’t properly entered, MS Project
calculates duration of project start from Earliest start date.
2.2.2 Function Attributes
Each function is converted to a task in MS Project.
Function in ARIS Toolset
Name
Identifier
Full name
Description/Definition
Author
Short description
Text
User attribute Text 1-12
User attribute Boolean 1-2
User attribute Int 1-2
User attribute Float 1-2
User attribute Time
User attribute Point in time
User attribute Duration
Source
Application
Book title
Task in MS Project
Name
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
Text 1-30
Flag 1-20
Number 1-20
Number 1-20
Date 1-10
Date 1-10
Duration
Duration 1-10
Text 1-30
Text 1-30
Text 1-30
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Chapter name
Title 1-2
Avg., min., max. wait time
Avg., min., max. orientation time
Avg., min., max. processing time
Avg., min., max. total costs
Avg., min., max. material costs
Avg., min., max. personnel costs
Avg., min., max. operating supplies cost
Avg., min., max. energy costs
Avg., min., max. various overhead costs
Avg., min., max. costs for
depreciation/repair/maintenance
Avg., min., max. calculated interest
Avg., min., max. other costs
Minimum total time
Desired total time
Maximum total time
Maximum wait time after start
Text 1-30
Text 1-30
Work
Duration
Duration 1-10
Work
Duration
Duration 1-10
Work
Duration
Duration 1-10
FixedCost
Cost 1-10
Number 1-20
FixedCost
Cost 1-10
Number 1-20
FixedCost
Cost 1-10
Number 1-20
FixedCost
Cost 1-10
Number 1-20
FixedCost
Cost 1-10
Number 1-20
FixedCost
Cost 1-10
Number 1-20
FixedCost
Cost 1-10
Number 1-20
FixedCost
Cost 1-10
Number 1-20
FixedCost
Cost 1-10
Number 1-20
Duration 1-10
Duration
Work
Duration 1-10
Duration
Work
Duration 1-10
Duration
Work
Duration 1-10
Duration
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Minimum processing time
Desired processing time
Maximum processing time
Work
Duration 1-10
Duration
Work
Duration 1-10
Duration
Work
Duration 1-10
Duration
Work
If you choose not to transfer times from ARIS to MS Project or times attributes aren’t
entered, task Duration will be 1 working day with Work = 0 hours.
Time measure unit of MS Project task will be time measure unit of Processing time
attribute. If time measure unit of Processing time attribute isn’t entered, default value
is second.
If the time measure unit is second, minute or hour, value of time will be converted to
hours and transfer to MS Project task.
If the time measure unit is day, value of time will be multiplied by daily working
hours. Daily working hours is the value of Standard daily working hours attribute.
If this attribute isn’t entered or its value is 0, daily working hours will be default value
(8 hours) of HoursPerDay property.
If the time measure unit is month, value of time will be multiplied by Days per
month working days (MS Project 2000 only) and transfer to MS Project task. If value
of Days per month isn't entered or it isn't MS Project 2000, value of time will be
multiplied by 22 working days.
If the time measure unit is year, value of time will be 12 (months) multiplied by Days
per month working days (MS Project 2000 only) and transfer to MS Project task. If
value of Days per month isn't entered or it isn't MS Project 2000, value of time will be
multiplied by 264 (12 x 22) working days.
2.2.3 Milestone Event Attributes
You can choose placeholder attribute for the milestone attribute in the attribute
placement dialog. The milestone attribute is set if the first letter of that attribute is
“M”; other letters are not considered. Event instance that has milestone attribute set is
converted to a milestone (task) in MS Project.
Event instance in ARIS Toolset
Name
Identifier
Full name
Description/Definition
Task in MS Project
Name
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
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Author
Short description
Text
User attribute Text 1-12
User attribute Boolean 1-2
User attribute Int 1-2
User attribute Float 1-2
User attribute Time
User attribute Point in time
User attribute Duration
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
Text 1-30
Flag 1-20
Number 1-20
Number 1-20
Date 1-10
Date 1-10
Duration 1-10
2.2.4 Resource Attributes
All resource objects of the ARIS Toolset (regardless of their type) are converted to
resources in MS Project. Since resources in MS Project don’t have types, they can
only be differentiated by their name.
Resource object in ARIS Toolset
Name
Identifier
Full name
Description/Definition
Author
Short description
User attribute Text 1-12
User attribute Boolean 1-2
User attribute Int 1-2
User attribute Float 1-2
User attribute Time
User attribute Point in time
User attribute Duration
Resource in MS Project
Name
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
Notes
Text 1-30
Text 1-30
Flag 1-20
Number 1-20
Number 1-20
Date 1-10
Date 1-10
Duration
Duration 1-10
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3. ArisFromMSProject Report
The ArisFromMSProject report reimports an MPP file into an existing valid model.
ArisFromMSProject report is activated like any other report in the ARIS Toolset.
Figure 18
This report only updates the attributes of existing ARIS objects and/or connections.
During the reimport, all changes of the project, which would create new objects or
connections, are ignored.
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3.1. A Guide through Dialogs
3.1.1 Settings Dialog
Figure 19
At the above dialog box you can see the active configuration of data transfer from MS
Project to ARIS.
Clicking on button Print settings prints the active configuration.
By clicking on button Edit configuration, you can change the transfer parameters.
But, before you can start the data transfer, you must choose an existing mpp file that
will be reimport source file. You can do that by clicking on
.
Figure 20
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3.1.2. Configuration Dialog
See 2.1.2 Configuration Dialog.
3.1.3 Data Transfer Dialog
During the data transfer, the program status window will be displayed:
Figure 21
At the end of data transfer, the transfer summary will be displayed:
Figure 22
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3.2. Data Conversion (MS Project to ARIS Toolset)
3.2.1 Project Properties
Selected project is reimported into an existing model in ARIS Toolset.
Project in MS Project
Title
Subject
Author
Manager
Company
Comments
Full Name
Default standard rate
Default overtime rate
Hours per day
Hours per week
Schedule from start
Project start date
Project finish date
Model in ARIS Toolset
Name
Description/Definition
User attribute Text 1-12
Author
Project Manager
Customer
Description/Definition
User attribute text 1-12
User attribute Link
Description/Definition
User attribute text 1-12
Cost rate
Overtime cost rate
Standard daily working hours
Standard weekly working hours
Direction of planning
Earliest start date
Latest end date
3.2.2 Task Properties
Each task is reimported to an existing function in ARIS Toolset.
Task in MS Project
Name
UniqueID
Notes
Type
Start
Function in ARIS Toolset
Name
Identifier
User attribute Int 1-2
Description/Definition
Short description
Text
User attribute Text 1-12
Description/Definition
Short description
Text
User attribute Text 1-12
User attribute Point in time
User attribute Text 1-12
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Finish
Duration
Work
RegularWork
OvertimeWork
Cost
User attribute Point in time
User attribute Text 1-12
Avg., min., max. Processing time
Avg., min., max. Wait time
Avg., min., max. Orientation time
Minimum total time
Desired total time
Maximum total time
Minimum processing time
Desired processing time
Maximum processing time
User attribute Int 1-2
User attribute Float 1-2
Avg., min., max. Processing time
Avg., min., max. Wait time
Avg., min., max. Orientation time
Minimum total time
Desired total time
Maximum total time
Minimum processing time
Desired processing time
Maximum processing time
User attribute Int 1-2
User attribute Float 1-2
Avg., min., max. Processing time
Avg., min., max. Wait time
Avg., min., max. Orientation time
Minimum total time
Desired total time
Maximum total time
Minimum processing time
Desired processing time
Maximum processing time
User attribute Int 1-2
User attribute Float 1-2
Avg., min., max. Processing time
Avg., min., max. Wait time
Avg., min., max. Orientation time
Minimum total time
Desired total time
Maximum total time
Minimum processing time
Desired processing time
Maximum processing time
User attribute Int 1-2
User attribute Float 1-2
Avg., min., max. personnel costs
Avg., min., max. total costs
Avg., min., max. material costs
Avg., min., max. operating supplies costs
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FixedCost
OvertimeCost
Text 1-30
Cost 1-10
Duration 1-10
Date 1-10
Number 1-20
Avg., min., max. energy costs
Avg., min., max. various overhead costs
Avg., min., max. costs for
depreciation/repair/ maintenance
Avg., min., max. calculated interest
Avg., min., max. other costs
Avg., min., max. personnel costs
Avg., min., max. total costs
Avg., min., max. material costs
Avg., min., max. operating supplies costs
Avg., min., max. energy costs
Avg., min., max. various overhead costs
Avg., min., max. costs for
depreciation/repair/ maintenance
Avg., min., max. calculated interest
Avg., min., max. other costs
Avg., min., max. personnel costs
Avg., min., max. total costs
Avg., min., max. material costs
Avg., min., max. operating supplies costs
Avg., min., max. energy costs
Avg., min., max. various overhead costs
Avg., min., max. costs for
depreciation/repair/ maintenance
Avg., min., max. calculated interest
Avg., min., max. other costs
User attribute Text 1-12
Avg., min., max. personnel costs
Avg., min., max. total costs
Avg., min., max. material costs
Avg., min., max. operating supplies costs
Avg., min., max. energy costs
Avg., min., max. various overhead costs
Avg., min., max. costs for
depreciation/repair/ maintenance
Avg., min., max. calculated interest
Avg., min., max. other costs
Avg., min., max. Processing time
Minimum total time
Desired total time
Maximum total time
Minimum processing time
Desired processing time
Maximum processing time
User attribute Int 1-2
User attribute Float 1-2
User attribute Text 1-12
User attribute Point in time
User attribute Text 1-12
User attribute Int 1-2
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Flag 1-20
User attribute Float 1-2
User attribute Duration
User attribute Text 1-12
User attribute Boolean 1-2
3.2.3 Milestone Task Properties
Task in MS Project
Name
UniqueID
Notes
Start
Text 1-30
Duration 1-10
Date 1-10
Number 1-20
Flag 1-20
Event instance in ARIS Toolset
Name
Identifier
User attribute Int 1-2
User attribute Text 1-12
Description/Definition
Short description
Text
User attribute Text 1-12
User attribute Point in time
User attribute Text 1-12
User attribute Text 1-12
User attribute Duration
User attribute Int 1-2
User attribute Float 1-2
User attribute Text 1-12
User attribute Point in time
User attribute Text 1-12
User attribute Int 1-2
User attribute Float 1-2
User attribute Text 1-12
User attribute Boolean 1-2
3.2.4 Resource Properties
Resource in MS Project
Name
UniqueID
Standard rate
Overtime rate
Cost per use
Notes
Resource object in ARIS Toolset
Name
Identifier
User attribute Int 1-2
User attribute Text 1-12
User attribute Text 1-12
User attribute Text 1-12
Description/Definition
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Available from
Available to
Duration
Max units
Peek units
Overlocated
Work
Regular work
Overtime work
Cost
Overtime cost
Text 1-30
Duration 1-10
Date 1-10
Number 1-20
Flag 1-20
Short description
User attribute Text 1-12
User attribute Point in time
User attribute Text 1-12
User attribute Point in time
User attribute Text 1-12
User attribute Duration
User attribute Float 1-2
User attribute Float 1-2
User attribute Boolean 1-2
User attribute Text 1-12
User attribute Text 1-12
User attribute Text 1-12
User attribute Text 1-12
User attribute Text 1-12
User attribute Text 1-12
User attribute Duration
User attribute Int 1-2
User attribute Float 1-2
User attribute Text 1-12
User attribute Point in time
User attribute Text 1-12
User attribute Int 1-2
User attribute Float 1-2
User attribute Text 1-12
User attribute Boolean 1-2
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4. Examples of Using ARIS - MS Project Interface
4.1 Meeting Organization Export Using Default Values
Meeting organization model can be found in demo database. It looks like this:
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This is how the exported project looks like (no assignments were transferred):
And when first level assignments were transferred (only first three functions are
shown on the picture):
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4.2 Some Examples of Using Connection State
ARIS Toolset:
MS Project:
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ARIS Toolset:
MS Project:
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