You can enter mapping definitions for the Update operation in Phases Mode. Update mapping involves selecting an MSP project field and matching it to a PPM category.
To map an MSP project field:
- In the Project Fields tab, double-click in the MSP Project Fields column to select the MSP project field you would like to map to PPM.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every MSP project field you want to map.
- To remove previously defined mapping, select the project field or a category from the list and click Remove .
To map an MSP task field:
- In the Task Fields tab, double-click in the MSP Task Fields column to select the MSP task fields you would like to map to a PPM category.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every task field you want to map.
- To remove previously defined mapping, select the task field or a category from the list and click Remove .
To map a reporting database project field:
- In the Reporting Database tab, double-click in the MSP Project Fields column to select the MSP project field you would like to map to a PPM category.
- To filter the field, double-click in the
Filter
column, or select the cell and click
Edit
. All fields can be filtered by Period. Additionally, some fields can be filtered by Resource Field. As you can see in the
Resource Field
drop-down list, only user-defined resource fields are available.
For example, assuming you select a resource field called Actual Work and filter it by defining the Period as
year, the Year as2008, the Resource field asResource Skilland the Value asDeveloper, as displayed below. - Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every field you want to map.
- To remove previously defined mapping, select the project field or category from the list and click Remove .
- When you are done specifying update mapping definitions, click Finish .