ppm work plan and ms project schedule synchronization procedures draft for review & discussion...

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PPM Work Plan and MS Project Schedule Synchronization Procedures Draft for Review & Discussion June 2014 Best viewed in Slide Show mode using Presenter View for Discussion Points in Notes section

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PPM Work Plan and MS Project Schedule Synchronization

Procedures

Draft for Review & Discussion

June 2014Best viewed in Slide Show mode using Presenter View for Discussion Points in Notes section

Configuration & Set-up

• Need Admin Support to Load Microsoft Visual Studio and the MSP Plug-in

Page 26/13/14 Draft

• The MSP Plug-in loaded from PPM at Open > Administration > Download Microsoft Project Plug-in

• Validation for PPM v9.1, IE 9.0, MSP 2010 and current AIG server PPM MSP plug-in

MSP Plug-in in Microsoft Application

Page 36/13/14 Draft

Synchronization controlled from MSP

PPM Project Type Settings

Page 46/13/14 Draft

Can Only Synchronize with a Project that has no Work Plan

• Tab may be blocked to PM• Mode to Control is Shared• Match on Full name• Transfer % Complete & Actual Dates

PPM Project Set-up

Send the MSP Schedule to PPM

Page 56/13/14 Draft

• Send from MSP Schedule• Identify Server (Once)• Log in to PPM• Submit the Schedule

Select the Project in PPM

Page 66/13/14 Draft

All Projects with no Work Plan

Map Unmatched Resources

Page 76/13/14 Draft

• Non Project Participants or Spelling• Select the MSP Resource & Map• All PPM Project Participants Listed

• Select the appropriate PPM Match• No Changes Necessary• Select from All Resources that you

manage in PPM through Search

Complete Initial Linkage and MSP Send

Page 86/13/14 Draft

• Include Actuals (to PPM) pop-up - No.• Offer to Remove Association pop-up - blank• MSP Schedule now in PPM Work Plan

Time Entry In PPM

Page 96/13/14 Draft

• Select Assigned Tasks• Time Sheet Policy Compliance• Save the Time Sheet• Will be sent on Next Retrieval

Retrieve Actuals from PPM

Page 106/13/14 Draft

• From Add-Ins tab Retrieve Actuals• Log Into PPM Server• Transfer Data Review - Continue• Done – Impact Highlighted