ProjectWise Administrator Help

Attribute Exchange for Microsoft Office

The attribute exchange feature of ProjectWise lets you link text fields in Word and Excel documents with ProjectWise properties. When you place a linked text field inside a Word or Excel document, the value of the corresponding ProjectWise property is displayed. The link works in both directions, so that you can modify the value of a property in ProjectWise and then update its linked text field in integrated Word or Excel, or you can modify the value of a linked text field from integrated Word or Excel and then run a command from Word or Excel that updates the value of the corresponding property in ProjectWise.

To set up attribute exchange for Word and Excel, you must:

  1. In ProjectWise Administrator, set up attribute exchange rules for Microsoft Office.
  2. On users' computers, install ProjectWise Explorer with iDesktop Integration support for your version of Microsoft Word and Microsoft Excel.