8 Working with Recipe Management for Pharmaceuticals

The PPM integration with Recipe Management for Pharmaceuticals enables you to use PPM project management features to track and manage Active Pharmaceutical Ingredients (API) development. You can create and manage Recipe & Material Workspace (RMW) projects and work requests in PPM.

Work requests are handled in the same manner as tasks in PPM, and can be grouped under the appropriate project. Progress tracking is done using standard PPM status tracking functionality, as described in "Status Tracking."

This integration enables you to do the following in PPM:

• Create RMW projects and work requests.

  You can create an RMW project or work request in the same way that you create a PPM project, phase or task. (See "Creating a Project.") After you create an RMW project, you can create and add work requests to it, provided you have been assigned the RMW Administrator role. Work requests must be associated with a recipe to ensure successful integration.

• Add recipes from RMW as content to the work request in PPM.

  You can use the Add > By Search option on the Content tab to add recipes associated to the work requests. Only recipes that have been approved and set to Ready to Publish in RMW can be added to the work request.

• Synchronize RMW data between PPM and RMW.

  Work requests created in PPM are visible in RMW, and can be updated in RMW. Updates made to the work request in RMW are automatically synced to PPM. Updates made in PPM must be manually synced to RMW.

If you close out a work request in RMW, the following events are triggered:

• The recipe is published to PPM in XML or PDF format.

• If there are samples (results) in the BOM tab of the work request, these are also published to PPM.

• In PPM, the status of the RMW project or work request changes from In Process to Completed.

8.1 Synchronizing Data between PPM and RMW

The PPM Sync to RMW feature enables data synchronization between the two solutions.

To update the RMW project or work request in PPM with the latest data entered in RMW:

1. Open the RMW project or work request in PPM.

2. In the Actions menu, select PPM Sync to RMW.

A confirmation message appears - " The project hierarchy is integrated successfully." You can also see integration details in the last three fields on the General Info tab. The project data is refreshed to display current information.