There may be cases where one or more projects were created separately in both Primavera Portfolio Managementand PM System, but they were not mapped to each other. If they are not mapped to each other they can not share and exchange information during Publish and Update. This section provides the procedure for mapping projects from PM Server to items in Primavera Portfolio Management. After performing this procedure the system enables these items in PPM to share and exchange information with their corresponding projects in PM Server during Publish and Update.
To map projects in PM Server to existing Primavera Portfolio Management items:
- Select Tools > Bridge Console…. The Bridge Console dialog box appears.
- Select a PM server from the list, and click Import.
- Click Import.
- Select Map to Existing Items and click Next.
The left pane displays projects in PM Server that have not been imported or mapped to PPM.
- Select the project or projects you want to import, and click Add. The project or projects are moved into the Selected Projects pane.
- Click Next. The left column in the table will list all the projects from PM Server you have selected.
- For each project in the left column, select the item from PPM you want to map it to from the drop down list in the right column. Items and Projects do not have to have a matching name.
- If you want to sync information between mapped items and projects immediately following the import, make sure that the Sync information between mapped items and projects at the time of mapping checkbox is checked.
For more information on Sync Modes for MS Project Server, refer to Entering General Bridge Server Settings Information in The Project Management Bridge Wizard for MS Project. - Depending on the server settings, you may need to select the Mapping Mode you are applying. For more details on Mapping Modes in MS Project Server, refer to Entering General Defaults Information in The Project Management Bridge Wizard for MS Project.
- Click Import.
- When the progress indicator displays a message that the process is complete, click Close.