InfoQube IM - Community

Submitted by srv181 on 2008/12/15 01:20

I want to use IQ to manage a large project. Because of the need to display plans in different ways I use Milestone to publish the schedule (which I want to work on using IQ). So here is the issue:

On a regular basis, I need to exchange data between the 2 programs.

This can be done using excel - copy cells from the IQ grid to an xls then import them to Milestone.
I can even find a way to get the stuff back into IQ, via a few interim steps I can copy cells into IQ,
BUT: all information about the outline levels and numbering gets lost, which means manual manipulation of each item to reset the outline with every export/import in each of the 2 programs is required - and that is really a show-stopper.
Now it would be great if, at least when exporting/copying, IQ would let me also export the outline level and outline numer of an item
Unfortunately, I cannot find these fields anywhere - they just seem to magically be there.

Any ideas of how to get this information (or work around it?) would be greatly appreciated!

Comments

Still wondering if anyone has a similar situation (needing the outline level and numbers in exel eports) and how you are dealing with that,

thanks

Export:
1. When you select the whole item and using copy/paste, the outline numbers get exported (unless the column is closed). As for the outline level, how would you have it (1 tab per level?) ?
2. If you use the HTML export, then both level and number are included
Magic (!): The outline level is dynamically generated, based on the items displayed (filter, sort, etc)

Thanks Pierre!

I had been using the export to excel, that does not take the outline numbers, but the copy & paste works ok.

As for the outline level, tabs would be nice, but if worst comes to worst I can do an excel macro for that.

The outline level would actually be more interesting when copying information into InfoQube:

assume that I have project info in InfoQube on a usb stick

I need to get status updates from some of the project managers

so I export (copy) information into an excel sheet which goes to the managers

they enter their information and maybe even add tasks etc.

.......

and then by some miracle, (or Magic

) the updates make their way back into the

InfoQube on my usb stick.

If I just reimport or copy the information, I lose all of the hierarchy, which is one of the main points

of using IQ!

As always, ideas from others with similar situations (and solutions) are welcome

I can see one method that "should" work in such a environment:

Export the info to Excel (using copy/paste or Excel export), but include the ItemID column. Other users can edit
Use the SQL Synch feature to read back the changes into IQ

Details avail. upon request (the basic info on how to do this is in the books, namely: 5. Synchronization with Remote Databases)

Pierre,

thanks again for the info - wow, if I could ever get that to work it would be fantastic.....

unfortunately, my excel / sql / programming skills are very limited and, while I can make some

sense out of the clear description in 8. Sync with external databases, I lack both the time and

the knowledge to get that kind of thing working with excel by next week.

Should anyone have a sample of doing synchronization with excel I would really appreciate

having a look at that.