The Sync Mode parameter determines whether an item is published or updated when you publish, update, or synchronize a portfolio. When a portfolio is first published from Primavera Portfolio Management to the PM system or imported from the PM system to PPM, every item in the portfolio receives the default value for the Sync Mode parameter. For instructions on setting this default parameter in MS Project Server, refer to Entering General Defaults Information in The Project Management Bridge Wizard for MS Project.
Afterwards, you can change the Sync Mode value individually for each item in the portfolio. The following are the possible values for the Sync mode:
- Sync Periodically – The item is included in the synchronization process. Additionally, the item can be manually published or updated.
- Do Not Sync Periodically – The item is not included in the synchronization process. However, the item can be manually published or updated.
- Block All Publishing And Updating – The item is not included in the synchronization process. The item cannot be manually published or updated.
To set the Sync Mode parameter for an item in a portfolio:
- In Primavera Portfolio Management, open the Scorecard module. For instructions on working with scorecards, refer to Working with the Portfolio Scorecard in the Oracle Primavera Portfolio Management User Guide.
- In the Scorecard drop-down list, select Scorecards > System Scorecards > Project Management Bridge > Project Management Bridge Administration.
- In the Portfolio drop-down list, select the portfolio containing the item with which you are working.
The following parameters appear for each item:
- Server – The name of the PM Server to which this item is mapped.
- Project UID – A unique ID assigned to each item at the time it is first published to the PM server or imported from the PM server into PPM.
- Sync Mode – The item’s synchronization mode, as explained in this section.
- Last Published on – The date on which the item was most recently published to the PM server.
- Last Published by – The user that most recently published the item to the PM server.
- Last Updated on – The date on which the item was most recently updated.
- Last Updated by – The user that most recently updated the item.
- Click the Sync Mode field for the item, and select the Sync Mode value you wish to assign to the item.
Note: The Sync Mode category can be placed in additional Scorecards or Forms to allow better access to it in different workflows.