This section describes how to enter the defaults that will be used to link PPM items with MSP projects.
- In the Bridge Server Settings Wizard, in the Mapping mode field, select one of the following mapping modes:
- Sub-items: When data is published or updated with the PPM-MSP bridge, data will be shared at the sub-item level, and you can modify the Defaults, Publish, and Update settings on the Sub-Items Mode tabs.
- Phases: When data is published or updated with the PPM-MSP bridge, data will be shared at the phase level, and you can modify the Defaults, Publish, and Update settings on the Phases Mode tabs.
- Either Phases or Sub-Items (User-selectable): When data is published or updated with the PPM-MSP bridge, data will be shared at either the sub-item level or the phase-level, and you can edit settings on both the Sub-Items Mode and Phases Mode tabs.
- Pick the synchronization schedule for newly-mapped items. In the Sync mode for newly mapped items field, choose among:
- Do not sync periodically: PPM items containing this setting will not be synchronized automatically.
In order to have data transfer for these items you need to manually select either Publish or Update from Tools menu. - Sync periodically: PPM items containing this setting will automatically be synchronized with their mapped projects on MS Project Server on the date and time defined in the General step.
- Block all publishing and updating: this option blocks all synchronization operations between MS Project and PPM.
Note: For a detailed description of the synchronization process refer to Configuring Synchronization in Configuring Project Management Bridge after Installation.
- Do not sync periodically: PPM items containing this setting will not be synchronized automatically.
- In the Upon Update or Sync, MSP data will be transferred into PPM categories field, specify which data is transferred to PPM categories when data is updated or synced:
- All MSP data, modified or not: All MSP data is transferred to PPM.
- Only the MSP data that was modified: Only modified MSP data is transferred to PPM. This setting helps improve performance by limiting the amount of data that needs to be transferred.
- From the MSP 2013 / 2016 project field to be hyperlinked to Primavera Portfolio Management drop-down list, select the field that will contain the URL to the PPM item.
- In the the Mapping area, specify how the application handles start and end dates:
- Check Add item Start Date and End Date references during initial mapping to include the PPM item's Start and End dates.
- To define an automatic update of these milestones during every Publish, check the Publish item Start Date and End Date changes checkbox.
Note: When you select to add the Start and End dates for the item during the initial mapping, corresponding Start and End date milestones are created in the MSP application. This means the project will not be able to start later than the specified Start Date nor end before the specified End Date. You may delete these automatically-created milestones.
- When the Add phase date references during initial mapping option is checked, phase date references will be added to the project in MSP.
- Click Next.