Connection details

The Connection tab:

• LN Baseline: If you choose to save a baseline in Microsoft Project, along with a baseline for LN Project, the baseline number you save in LN appears for information only.

The Resources tab:

• Transfer Resources/Cost Objects to Project: The selection you make while you connect the project appears in this field. If you change the data, the setting takes effect during the synchronization of the master data. As a result, resource types that were not selected previously on the Connection tab and are now selected are transferred. Resources that are no longer selected will not be synchronized. However, these resources are not deleted from the resource sheet in Microsoft Project.

The Budget/Schedule tab:

• Create Budget Line As: The purpose of this option is the same as that of the Connect Project check box. However, the selection is applicable only to those budget lines that are newly transferred to the Microsoft Project client from LN.
• Schedule/Schedule Based On: Select Early Dates to update the LN Project plan with the early dates for the tasks from Microsoft Project. Select Schedule Dates to update the LN Project plan with the scheduled dates for the tasks from Microsoft Project.

• Process Options/Create Tasks Based on Activity Structure and Budget Lines: If this check box is not selected in the Connect Project dialog box, no structure is transferred from LN to Microsoft Project. You are free to define your own structure in Microsoft Project, but the user must select each task that represents an activity in LN in the appropriate column. If you set LN as the owner of the activity structure, the outline structure in Microsoft Project is modified to comply with the activity structure in LN Project when you synchronize the structure/budget/schedule.

  If the Create Tasks from Activity Structure and Budget Lines check box is selected in the Connect Project dialog box in Microsoft Project then, during Connect Project,the activity structure and the milestones are transferred to Microsoft Project.

  If the Create Tasks from Activity Structure and Budget Lines check box is selected in the Connect Project dialog box in Microsoft Project, and not selected in the Connection Details dialog box, the following applies:

  • The activity structure and the milestones are transferred to Microsoft Project when you connect the project. During synchronization of the structure/budget/schedule, the outline structure in Microsoft Project is left untouched. This functionality enables the user to retain the outline structure in Microsoft Project for scheduling purposes.
• Delete Task when Activity is deleted in LN: If this check box is selected, during the synchronization process, the activity tasks that correspond to the activities deleted in LN are removed in Microsoft Project. If this check box is cleared, tasks and subsequent child tasks are relocated at the end of the actual connected activity tasks.
• Transfer Activity and Budget Line Relationships: If this check box is selected, activity and budget line relationship data is transferred from LN to Microsoft Project as task dependencies.
• Delete Budget Line when task is Deleted in Microsoft Project: If this check box is selected, the budget lines in LN is deleted during the synchronization process, if the corresponding linked tasks in Microsoft Project is deleted. Otherwise, on the LN, the budget line External Schedule Link field is set to No link and the connection information for the budget line is cleared.
• Delete task when Budget Line is Deleted in LN: If this check box is selected, the budget line tasks in Microsoft Project is deleted when the linked budget lines in LN is deleted, during the synchronization of structure/budget/schedule.