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Exporting from PM3 into Microsoft Project

Exporting from Milestone Plan or Gantt Page

When you click the Export icon on either the Milestone Plan or Gantt page in PM3:

  • The system generates an XML file containing project information.

  • The file is saved to your Downloads folder.

  • The filename is based on the Plan Name.

Types of Export Options

There are three different export icons, each exporting a different subset of the project data:

Export Type Includes
Key Workstreams + Key Milestones + Dependencies
Milestones only Workstreams + All Milestones + Dependencies
All Workstreams + All Milestones + Tasks + Dependencies
 

Opening the Export in Microsoft Project

To view the exported file in Microsoft Project:

  1. Open MS Project

  2. Go to File > Open

  3. Navigate to your Downloads folder

  4. Select the most recent XML file

MS Project will then prompt you to choose how to load the file:

Option Behavior
New project Uses the Unique IDs (UIDs) from the PM3 export file
Append Ignores the UIDs and generates new ones for the imported items
Merge Uses the UIDs from the file, allowing synchronization with PM3
 

⚠️ Important:
To ensure future syncing from MS Project back into PM3, do not use the Append option.
PM3 depends on unchanged Unique IDs to maintain data consistency across systems.

Exported Item Order

  • Items in the export will follow the default PM3 page ordering (as seen after a Refresh).

  • You can set your desired default order by:

    1. Arranging items on the page

    2. Clicking the ‘Save Order’ icon in PM3