The import process is used for one of the following options:
- Create new items in PPM based on projects in a PM System, and map them to each other.
- Map projects from a PM System to existing items in PPM.
The Import feature is used when:
- You are installing the system for the first time in an environment that has been using a PM System but not Primavera Portfolio Management, and you are planning to import all the projects and create new items based on them in PPM.
- You are installing the system for the first time in an environment that has been running both products side by side, and now you want to map projects in PM System to their counterparts in PPM.
- You have an environment where projects are initiated in PM System, and you want to create new mapped items in PPM, based on the projects in PM System.
The following sections provide the procedure for importing projects from PM server to PPM.
Note: In a multiple server environment, you will need to import projects from each server individually (Tools > Bridge Console > Import). After the import, the system remembers to which PM Server each item is mapped and uses this information during subsequent publishing.