Synchronization can be set to occur at defined periodic intervals. Synchronization can also be performed manually.
Each item that has been mapped between Primavera Portfolio Management (PPM) and PM system has a parameter that determines whether the item is included or excluded from the synchronization process. Additionally you can set this parameter to block manual publishing and updating, as well as excluding the item from the synchronization process.
The portfolio manager can use publishing, updating, and synchronization in whatever way works best for the particular project or company. For example, in the initial stages of a project, the manager might wish to maintain strict control over project data. To do this, the manager can disable periodic synchronization. In such cases, when the manager wants updated information in one of the systems, the manager can initiate a Publish or an Update.
In a later stage of the project, the manager might want to make sure there are frequent updates of data between Primavera Portfolio Management and the PM system. At this stage, the manager can change the setting to allow the item to be included in the periodic synchronization. If there is data the manager wishes to exclude from synchronization, the manager can set these items not to be synchronized. If the manager wishes to update these items, the manger can run an update. If there is data the manager never wants updated, the manager can set these items not to be updated either.
There are two stages of configuring synchronization:
- Setting up the synchronization parameters within the Bridge Server Settings wizard.
- Configuring periodic synchronization, or initiating an immediate synchronization from the Bridge Console.