ppm work plan and ms project schedule synchronization procedures draft for review & discussion...
TRANSCRIPT
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
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• 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
PPM Project Type Settings
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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
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• Send from MSP Schedule• Identify Server (Once)• Log in to PPM• Submit the Schedule
Map Unmatched Resources
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• 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
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• 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
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• Select Assigned Tasks• Time Sheet Policy Compliance• Save the Time Sheet• Will be sent on Next Retrieval