Scheduling · XML or Excel file exchange

Microsoft Project task mapping for billing

Map Microsoft Project tasks to BOQ items, then send measured progress back as a sheet for the schedule update.

Data that moves each way

Only these items move, only for the work orders you turn on.

From Microsoft Project
Task list with IDs, names and outline levels, from an XML or Excel export
In
To Microsoft Project
Measured quantity and per cent complete per task, as an Excel sheet
Out

Settings/Microsoft Project/Field mapping4 fields mapped

Field mapping · Tatha Vastu to Microsoft Project

Set once, reused on every bill

Save the schedule from Microsoft Project as XML or export the task table to Excel, then upload it under Integrations.
Map each task to one or more BOQ items. Outline levels help group tasks by floor or section.
Each month, download the progress sheet with per cent complete per task.
Import the sheet into Microsoft Project with its import map to update progress.

Settings/Integrations/Microsoft ProjectStep 4 of 4

Set up Microsoft Project

XML or Excel file exchange

1. Save the schedule from Microsoft Project as XML or export the task table to Excel, then upload it under Integrations.
Done
2. Map each task to one or more BOQ items. Outline levels help group tasks by floor or section.
Done
3. Each month, download the progress sheet with per cent complete per task.
Done
4. Import the sheet into Microsoft Project with its import map to update progress.
Now

What teams ask before turning on Microsoft Project.

No. The desktop app's XML and Excel import and export are enough.

Yes. The task's per cent complete is weighted by the value of each mapped item.

No. The progress sheet updates per cent complete only. Baselines stay as you set them.

Yes, on different work orders. Each work order maps to one schedule.