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How to Use the OpenKM Add-in for Microsoft Project

The OpenKM Add-in for Microsoft Project enables project managers to upload and update .MPP files directly in the OpenKM repository. This seamless integration simplifies documentation and ensures secure version control and metadata tagging for project files.

In this tutorial, we’ll show how to upload a Microsoft Project file, edit it, and manage versioning using OpenKM’s project integration tools. Moreover, we’ll explore practical tips to improve your documentation process.

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Upload a Microsoft Project File to OpenKM

Start by opening your project in Microsoft Project. Make sure the server connection with OpenKM is properly configured. Then, save your file and access the OpenKM tab at the top of the interface.

Click the Upload button to launch the upload dialog. Select your target folder in the OpenKM repository. The system prompts you to enter metadata, which improves indexing and searchability later on. After filling out the metadata, confirm the upload.

Next, switch to the OpenKM interface and refresh the folder. You will see the project file listed as version 1.1. This confirms that the OpenKM Add-in for Microsoft Project successfully stored your document with proper metadata and version tracking.

Edit and Update the File Using the Add-in

If you need to update the document, first close the active file in Project. Then, open a new instance and return to the OpenKM tab. Click Edit to fetch and reopen the file from the repository.

After making your changes, such as adjusting timelines or resources, save the file. Then, return to the OpenKM tab and click Confirm Changes. The system will ask for a version comment. Enter a brief note describing the update and proceed.

When you revisit the OpenKM interface and refresh, you’ll find the file has been updated to version 1.2. As a result, the repository keeps a full version history of your document changes made using the OpenKM Add-in for Microsoft Project.

Best Practices for the OpenKM Add-in

To make the most of the OpenKM Add-in for Microsoft Project, it’s important to follow a few best practices:

  • Always enter metadata – It enhances classification and future retrieval.
  • Use meaningful version comments – They provide valuable context to your team.
  • Work from the repository version – Avoid local duplicates and ensure data consistency.

In addition, use the add-in regularly to maintain a consistent version history for all your Microsoft Project files within OpenKM.

Use Cases for Microsoft Project Teams

Teams use the OpenKM Add-in for Microsoft Project to store and track project timelines, update planning documents, and share key versions across departments. For example, the add-in is ideal for managing multi-phase projects that require document accountability at each step.

Moreover, the integration ensures that every change is traceable and that documents remain centralized, secure, and easy to audit.

Conclusion: Why Use the OpenKM Add-in for Microsoft Project

The OpenKM Add-in for Microsoft Project helps teams manage project files efficiently. You can upload, edit, and version your .MPP documents without leaving your application. Therefore, you gain speed, accuracy, and control in your document workflow.

By following best practices and using metadata wisely, you ensure that every update is documented and retrievable, improving collaboration and accountability across your team.

To explore more features, visit the Document Management System – OpenKM.

Ready to improve your company’s efficiency with effective document management? Contact our team and let us guide you through the process.

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