To setup the PM Bridge and P6 settings complete the steps below:
- Step 1: Accessing the Bridge Server Settings Wizard describes how to access the Bridge Server Settings Wizard.
- Step 2: Entering General Bridge Server Settings Information describes how to enter general information for the PM Bridge setup including the URLs, synchronization schedule, and server' name.
- Step 3: Entering Defaults Information describes how to enter the default mapping mode and synchronization mode.
- Step 4: Sub-Items Mode — Entering Mapping Defaults describes how to select a sub-item type, and set defaults for publish and update create/removal behavior for sub-items and WBS.
- Step 5: Sub-Items Mode-- Entering Publish Mapping Definitions describes how to map fields and projects codes for publishing to P6.
- Step 6: Sub-Items Mode -- Entering Update Mapping Definitions describes how to map fields, projects codes and spreadsheets fields for updating Primavera Portfolio Management.
- Step 7: Phases Mode — Entering Mapping Defaults describes how PPM phases and deliverable data should be transferred in update and publish operations.
- Step 8: Phases Mode— Entering Publish Mapping Definitions describes how to map fields and project codes for publishing to P6.
- Step 9: Phases Mode— Entering Update Mapping Definitions describes how to map fields and project codes and spreadsheets fields for updating Primavera Portfolio Management.