When you have one or more projects that were created and managed in PM Server, and you want to start managing them inPrimavera Portfolio Management as well, you need to import them into PPM. Since the imported projects were not created in PPM, the system creates a new item in PPM for each imported project and maps it to its counterpart in PM Server. As a result of this mapping these projects share and exchange information during the next Publish and Update processes.
To create new Primavera Portfolio Management items based on projects in PM Server:
- Select Tools > Bridge Console…. The Bridge Console dialog box appears.
- Select a PM server from the list, and click Import.
- In the Import wizard, select Create new items to have a new item created in PPM for each project imported from the selected server.
- Select Map to existing items to map each imported project to a specific item in PPM.
- Click Next to select the projects you would like to import.
The left pane lists projects in PM Server that have not yet been imported or mapped to PPM.
Note: When the system creates a new item in PPM during import, it assigns this item the name of the project it is based on in PM Server. The system can not create a new item if there is already an existing item in PPM with the same name. In such a case, either change the name of the project in PM Server before importing it, or use the mapping method described in the Importing by Mapping to Existing Items.
- Highlight the project or projects you want to import, and click Add. The project or projects are moved into the Selected Projects pane.
Note: You can select multiple projects by using the corresponding checkboxes and then clicking Add. If you select more than one item to import, they will have the same home portfolio, manager, Status, Sync Mode, and Life Cycle. Only import multiple items if you are certain that the projects share the same settings.
If you selected to Create new items in the first step of the wizard, when you click Next you will be able to fill out the information needed to create the new items.
- Assign a portfolio to be the Home Portfolio of the items you are importing. You can change this later within the item itself. This is a required field.
- Assign a manager to the new Primavera Portfolio Management items.
Note: If you have Admin permission for the specified home portfolio, you can set any other user to be the manager of the new items. If you do not have Admin permission for the specified home portfolio, you can only set yourself to be the manager of the items.
- Select a Status of Open, Closed, or Candidate for the items.
- Select the Life Cycle you are applying to the new Primavera Portfolio Management items.
- Select the Sync Mode you are applying. For more information on Sync Modes, refer to Setting the Sync Mode Parameter in Configuring Project Management Bridge after Installation.
- Depending on the server settings, you may need to select the Mapping Mode you are applying. For more information on mapping in MS Project Server, refer to Entering Update Mapping Definitions for Phases Mode and The Project Management Bridge Wizard for MS Project.
- Click Import to start importing the selected projects. A progress indicator appears.
- When the progress indicator displays a message that the process is complete, click Close.