Customize the Microsoft Project field mapping file
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You can customize how work item fields that are defined in Team Foundation map to fields in Microsoft Project, and you can change how specific fields are published. Microsoft Project includes predefined fields, such as Task Name, and custom fields. When you publish or refresh work item data in Microsoft Project, the field map determines which fields in the work item database match the fields in Microsoft Project.
For information on using Project and TFS to track work, see Create your backlog and tasks using Project.
To modify the field mappings for a project, you export and then import the Microsoft Project Mapping File using the TFSFieldMapping command line tool.
To specify a mapping between a work item field and a project column, you use the
You use the following XML syntax to specify a mapping between a work item type field and an Microsoft Project field. The
Mapping element is then used to specify a field mapping.
<Mapping WorkItemTrackingFieldReferenceName="" ProjectField="" ProjectName="" ProjectUnits="" PublishOnly=""> IfSummaryRefreshOnly=""/>
The following table describes the attributes that can be used with the
|WorkItemTrackingFieldReferenceName||Required. Specifies the reference name of a field in a work item type.|
|ProjectField||Required. Specifies the name of a field in Microsoft Project. Specify predefined field names by prefixing "pj" to the name, such as pjTaskName for the Task Name column. Specify custom fields as pjTaskText followed by a number, such as pjTaskText11.|
|ProjectName||Optional. Specifies the name to appear as the column name in Microsoft Project. If you do not specify this attribute, the field name of the work item type is used.|
|ProjectUnits||Optional. Specifies the type of units to use when you map a field type to Microsoft Project. You can specify the following values:
|PublishOnly||Optional. If set to
In the default mapping file, the two fields whose PublishOnly attribute is set to
|IfSummaryRefreshOnly||Optional. If set to
- The row for the field is a summary task in Office Project.
- The summary task has the Publish and Refresh values set to
- The summary task contains at least one child task that is bound to Team Foundation Server.
Any updates or calculations that Microsoft Project makes can overwrite the value that is refreshed from the work item database in the project plan. However, the modified value is never saved to the work item database. This attribute is typically used for summary fields that, if published to the work item database, lead to data inconsistencies.
If set to
In the default mapping file, the IfSummaryRefreshOnly attribute is set to
The following example shows how to map the work item type field that contains the title to the task name Microsoft Project field:
<Mapping WorkItemTrackingFieldReferenceName="System.Title" ProjectField="pjTaskName"/>
The following XML syntax shows a more complex example of how to map the work item type field that has the start date to the start date Microsoft Project field. Because the field is calculated, it is specified to publish and not refresh in order to prevent errors from being introduced by Team Explorer updates.
<Mapping WorkItemTrackingFieldReferenceName="Microsoft.VSTS.Scheduling.StartDate" ProjectField="pjTaskStart" PublishOnly="true"/>
As a best practice, you should map calculated fields in Project to read-only fields in Team Foundation. This helps avoid confusion so that team members do not try to change calculated fields.
ReservedField element works to support hierarchical links defined between tasks and is an optional element.
If this element is not specified in the mapping, then Microsoft Project uses the default
The synchronization field enables you to control the publish and refresh behavior of each task. The field displays as a column with the title Publish and Refresh when you use the Team System Task Sheet view.
You must specify a synchronization field in the Microsoft Project field mapping file. Use the following XML syntax to specify which field is the synchronization field. To specify a synchronization field, use the
SyncField element. The
ProjectField attribute must be set to a valid Office Project field.
<SyncField ProjectField="" />
The following example shows how to specify pjTaskText25 as the synchronization field:
<SyncField ProjectField="pjTaskText25" />
For more information about how to use the synchronization field in Project, see Create your backlog and tasks using Project.
You can use the
ResourceNameSeparator to define the character that will distinguish resource names that are in a string. Team Foundation users and resources are synchronized with the users of the Active Directory directory service. The names for users and resources may include a delimiter, such as a comma, to separate the last name, first name, and middle initial of a resource.
This is an optional element. If this element is not specified in the mapping, then Microsoft Project separates resource names by using the default mappings that are defined in the following table:
|If Active Directory and the project list separator is||Then in Office Project replace with|
If you want to specify a different character than those listed in the above table, then you can define the
ResourceNameSeparator by using the following syntax:
<ResourceNameSeparator WorkItemTrackingCharacter="" ProjectCharacter=""/>
The following example shows how to specify the character "\" as the separator to use in Office Project when the Team Foundation character is "-*":
<ResourceNameSeparator WorkItemTrackingCharacter="-" ProjectCharacter="*"/>
Hierarchy link type
When you create summary tasks in Project, a tree link is created between the summary task, the parent, and the subordinate or child tasks. Office Project uses the default System.LinkTypes.Hierarchy to create these links.
Dependency link type
When you create links between tasks in Microsoft Project, you create a dependent link between the tasks. The predecessor task is assigned a Predecessor link and the successor task is assigned a Successor link. These are the default designations that are defined for the System.LinkTypes.Dependency link type.
Mapping attributes that affect publishing and refreshing
The following mapping fields and Microsoft Project field values determine whether a value for a work item is published or refreshed:
- The value of the Publish and Refresh value for each work item.
- The value of the PublishOnly attribute for a specific mapping field.
- The value of the IfSummaryRefreshOnly for a specific mapping field.
The classification of the task as a summary or parent task.
A parent task is a task that has at least one child task that is published to Team Foundation Server.
For work items that are not summary tasks
The following table indicates whether a work item that is not a summary or parent task is published or refreshed based on the mapping field attributes and the assignment that is made to the Publish and Refresh value of the item.
|Publish and Refresh
|PublishOnly attribute||Field is Published?||Field is Refreshed?|
|No||True or False||No||No|
|Refresh Only||True or False||No||Yes|
For work items that are summary tasks
If the summary task criteria are met and IfSummaryRefreshOnly is
true, its value supersedes the PublishOnly value. The following table indicates whether a summary or parent task is published or refreshed based on the assignment that is made to its Publish and Refresh value and the mapping field attributes.
|Publish and Refresh
|Field is Published?||Field is Refreshed?|
|No||True or False||True or False||No||No|
|Refresh Only||False||True or False||No||Yes|
|Yes||True or False||True||No||Yes|