Overview
By integrating Fieldwire with Microsoft Project, you can manually import and update your Fieldwire tasks based on a MS Project planning (.mpp) file. This guide will walk you through how to use the new connection between Fieldwire and MS Project ensuring you can efficiently import task information from your MS Project.
Note: For general questions and bug troubleshooting related to MS Project, please contact their support team, directly. The Fieldwire Support team can assist with issues related to any issues occurring directly within Fieldwire.
Fieldwire Requirements
- Requires a Business or Business Plus license
- Must be an Admin on the Fieldwire project
How to Import Tasks from MS Project
To use this integration, simply go your project and click on Import tasks. By doing so, your task title, start date, and finish date will be imported in Fieldwire.
If you want to use this integration to its full extent, please watch the video Microsoft Project - Setup below.
You need to:
-
Create three columns "Fieldwire email", "Fieldwire category", "Fieldwire status".
Important:
- Make sure to use these exact English names and pay attention to capitalization.
- Do not just rename the display title of an existing column. Fieldwire reads the internal field name, so you must create the columns from scratch as shown in the setup video below.
- Create a lookup table for these three columns in Microsoft Project > Project > Custom Field. That way, you can quickly pick the email, category, and status
- When creating the Custom Field, for the Type dropdown, please select "Text"
Note: If a Task is deleted or inactivated in MS Project, then the associated task in your Fieldwire project will also be deleted and put in the Trash. If you restore the task in MS Project and import the upload the MS Project again, then the associated task will be restored.
Note: The parent task in MS Project will not be imported.
IMPORTANT: All changes made through Microsoft Project imports, such as task creation, updates, and restorations, are recorded in each task’s history log so you can easily track modifications resulting from .mpp uploads.
Microsoft Project - Setup
Once you have configured your MS project, you will need to import your tasks into your Fieldwire project. To do so, you will need to take the following steps:
- Navigate to the Tasks tab
- Click + Import Tasks
- Select Microsoft Project file (.mpp)
- Click Select file or drag and drop your .mpp file
- Click Next
- Check the recap of what will happen to your tasks
- The pop up could say "Create 125 new tasks", "Update 20 existing tasks", "Delete 20 existing tasks".
- Check out the demo video below for more details on what this looks like
- Click Confirm, if the changes/updates look correct
Microsoft Project - demo
How to Export Tasks from Fieldwire to MS Project
- Navigate to the Tasks tab
- Click Generate reports
- Export tasks from Fieldwire as a CSV file
- Open the CSV file and verify the Unique ID column
- Ensure there is a column named Unique ID.
- This ID matches tasks between Fieldwire and Microsoft Project.
- If the ID exists → the task already exists in MS Project.
- If no ID → a new task will be created in MS Project.
- If the column does not exist, create one named Unique ID.
- Prepare the file for import into MS Project
- Remove the first three columns from the CSV file.
- Save the file as an Excel (.xlsx) file.
- Import the file into Microsoft Project
- Open Microsoft Project.
- Click Open, then Browse, and select the Excel file you saved.
- Click Next.
- Select or create an import map
- Choose an existing map or create a new one to link Fieldwire data to MS Project fields.
- Click Next and select Merge data at the end of the active project.
- Save the map for future use if desired.
- Complete the import
- Click Finish.
- Your Fieldwire tasks will now appear in Microsoft Project with:
- Task ID
- Unique ID
- Fieldwire category
- Fieldwire status
- Assigned person
- Make changes and sync back if needed
- Edit tasks in Microsoft Project as required.
- You can upload the updated data back into Microsoft Project later.
Microsoft Project - demo
Test the Integration!
If you would like to test out the integration between MS Project and Fieldwire, we have a couple of demo files you can use! Here are the links:
Note: There is no preview for either of these links when you click on them, so you will need to download the file to your computer.
To test the integration using the files, here are the steps we recommend after you have downloaded both test files:
- Navigate to your Project Dashboard
- Create an entirely new, untouched project
- Go to the Tasks tab
- Click on + Import tasks
- Select Microsoft Project file (.mpp)
- Drag and drop the downloaded file that you received from "Upload First" into the upload box. (The file name, itself, should be MS Project demo - Step 1)
- Confirm the action by clicking Confirm
- Notice that there are now several tasks on your project in Priority 2 status
- Feel free to click into the tasks and take a look at what was created from the .mpp file
- Drag and drop the downloaded file you received from "Upload Second" into the upload box. (The file name, itself, should be MS Project demo - Step 2)
- Confirm the action by clicking Confirm
- Notice that there are now some tasks that have been deleted, other have been added, and some of the existing ones changed status to Priority 3, Priority 1, Completed, and Verified!
Step 1:
Step 2:
FAQs
What information can be uploaded?
The following information is synced with Microsoft Project:
Note: "Fieldwire email", "Fieldwire status" and "Fieldwire category" are custom columns that need to be created in MS Project. More information about these fields can be found in our demo videos.
How does this integration handle hierarchy and relationships?
Parent tasks and relationships are not imported in Fieldwire.
Can this integration update and delete my Fieldwire tasks?
Yes. If you update a task in MS Project, it will be updated in Fieldwire.
If you archive or delete a task in MS Project, it will be deleted (trash) in Fieldwire.
If you restore it or unarchive it, it will be restored in Fieldwire.
I changed one of the tasks in Fieldwire. Will that information be erased?
If the information is different in Microsoft Project and you import a new .mpp file, then yes, the information in Fieldwire will be erased.
Only the task name, start date, end date, assignee, status and category of a Fieldwire task can be erased, and only if there is a non-null value to that column in Microsoft Project.
For example:
Your Fieldwire task is:
- Title = “Title 1”
- Assignee = assignee@email.com
- Category = “Category 3”
- Start and end date = 1/1/2025 - 1/1/2025
If you import a .mpp where this task is:
- Title = “Title 20”
- Assignee = (null)
- Category = (null)
- Start and end date = 3/3/2025 - 3/3/2025
Then the result will be:
- Title = “Title 20”
- Assignee = assignee@email.com
- Category = “Category 3”
- Start and end date = 3/3/2025 - 3/3/2025
How frequent is the refresh?
This is not a live sync. The refresh will only occur when you upload a new .mpp in Fieldwire. You can upload 10 .mpp files per day per Fieldwire project.
How many tasks can be imported from MS Project?
1,000 tasks per import.
I made a mistake, what should I do?
Correct or use an old version of your .mpp file, and upload it back to Fieldwire. We will restore your tasks back to their previous state. If a task is deleted in MS Project, it will be deleted in Fieldwire and vice-versa.
My task’ Start date in Microsoft Project is null, yet, I see a date in Fieldwire. Why is that?
In the rare case where a Start date is null in Microsoft Project, we use the Early Start column.
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Overview
By integrating Fieldwire with Oracle Primavera P6, you can manually import and update your Fieldwire tasks using a Primavera P6 planning file (.xml). This guide walks you through how to use this integration to efficiently sync task data between Primavera P6 and Fieldwire.
Like the integration between Fieldwire and Microsoft Project, to use this integration with Primavera, simply go your project and click on Import tasks.
Note: For general questions or issues related to Primavera P6, please contact Oracle support directly. Fieldwire Support can assist with issues occurring within Fieldwire.
Demo Video
Fieldwire Requirements
- Requires a Business or Business Plus license
- Must be an Admin on the Fieldwire project
How to Import Tasks from Primavera P6
To use this integration, navigate to your project and import a Primavera P6 (.xml) file. This will create new tasks and update existing ones in Fieldwire.
Setup Requirements in Primavera P6
To fully leverage this integration, ensure the following custom fields are created in Primavera P6:
- Fieldwire email
- Fieldwire category
- Fieldwire status
Important:
- These must be created as user-defined text fields
- Use the exact field names shown above (case-sensitive)
- These fields enable mapping to Fieldwire task attributes
How to Export a Primavera P6 (.xml) File
- Open your Primavera P6 project
- Click File
- Click Export
- Select Primavera P6 (XML)
- Click Next twice
- Uncheck checkbox next to "Export all project layouts to a compressed file"
- Click Finish to complete the export to generate the .xml file
Import Steps
- Navigate to the Tasks tab
- Click + Import Tasks
- Select Primavera P6 (.xml)
Next:
- Upload your .xml file
- Review the confirmation modal:
- Tasks to be created
- Tasks to be updated
- Tasks to be deleted
- Click Next
What Happens During Import
- Tasks are created or updated based on the Primavera P6 Object ID
- Tasks removed from the .xml file are moved to Trash
- Only leaf-level tasks are imported (no parent/summary tasks)
- If multiple projects exist in the .xml file, only the first project is imported
Note: All changes are recorded in each task’s history log.
Field Mapping (Primavera P6 → Fieldwire)
| Primavera P6 Field | Fieldwire Field | Required? |
|---|---|---|
| Activity Name | Task Title | Yes |
| Start | Start Date | No |
| Finish | End Date | No |
| Fieldwire email | Assignee | No |
| Fieldwire status | Status | No |
| Fieldwire category | Category | No |
Note: Tasks without a name are not imported.
Note: Fieldwire email, status, and category are custom columns that need to be created in P6. More information in our demo video.
Key Behaviors
- Create & Update: Matching Object ID → task updated; otherwise created
- Empty values: Do not overwrite existing Fieldwire data
- Deletion: Removed tasks are moved to Trash
- Hierarchy: Only lowest-level tasks are imported
- Multiple projects: Only the first project is processed
- Source of truth: Primavera P6 overrides Fieldwire when non-empty values exist
Limits
- Maximum 1,000 tasks per import
- Maximum 10 imports per day per project
Error Handling
- No tasks found: No importable activities
- Too many tasks: Exceeds 1,000 task limit
- Invalid assignee: Email does not match a project member
- Invalid category: Category does not exist
- Invalid status: Status is not valid
- Unknown error: File parsing failed
Note: Errors reference tasks by Activity ID (alphabetical order).
Post-Import Behavior
- Success message: "Tasks imported successfully"
- Triggers standard Fieldwire notifications (web, mobile, email)
- Tasks sync to mobile and remain fully editable
Test the Integration!
- Create a new project
- Go to the Tasks tab
- Import a Primavera P6 (.xml) file
- Review task creation, updates, and deletions
FAQs
How does this integration handle hierarchy and relationships?
Parent tasks and relationships are not imported. Only leaf-level tasks are supported.
Can this integration update and delete my Fieldwire tasks?
- Yes!
- If you update a task in P6, it will be updated in Fieldwire.
- If you delete a task in P6, it will be deleted (trash) in Fieldwire.
- If you restore it or unarchive it, it will be restored in Fieldwire.
I changed a task in Fieldwire. Will that be erased?
If the information is different in P6 and you import a new .xml file with a different, non-empty value, then yes, the information in Fieldwire will be erased. P6 is considered as the source of truth.
Example
Your Fieldwire task is:
- Title = “Title 1”
- Assignee = assignee@email.com
- Category = “Category 3”
- Start and end date = 1/1/2025 - 1/1/2025
If you import a .xml where this task is:
- Title = “Title 20”
- Assignee = (null)
- Category = (null)
- Start and end date = 3/3/2025 - 3/3/2025
Then the result will be:
- Title = “Title 20”
- Assignee = assignee@email.com
- Category = “Category 3”
- Start and end date = 3/3/2025 - 3/3/2025
How frequent is the refresh?
This is not a live sync. Updates occur only when a new .xml file is uploaded (max 10 .xml per day).
How many tasks can be imported?
Up to 1,000 tasks per import.
I made a mistake, what should I do?
Upload a corrected or previous .xml file to restore tasks to their prior state.