You can enter mapping definitions for the Update operation in Phases Mode. Update mapping involves selecting an MSP project field and matching it to a PPM category.
To map an MSP project field:
- In the Project Fields tab, double-click in the MSP Project Fields column to select the MSP project field you would like to map to PPM.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every MSP project field you want to map.
- To remove previously defined mapping, select the project field or a category from the list and click Remove.
To map an MSP task field:
- In the Task Fields tab, double-click in the MSP Task Fields column to select the MSP task fields you would like to map to a PPM category.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every task field you want to map.
- To remove previously defined mapping, select the task field or a category from the list and click Remove.
To map a reporting database project field:
- In the Reporting Database tab, double-click in the MSP Project Fields column to select the MSP project field you would like to map to a PPM category.
- To filter the field, double-click in the Filter column, or select the cell and click Edit. All fields can be filtered by Period. Additionally, some fields can be filtered by Resource Field. As you can see in the Resource Field drop-down list, only user-defined resource fields are available.
For example, assuming you select a resource field called Actual Work and filter it by defining the Period as
year, the Year as2008, the Resource field asResource Skilland the Value asDeveloper, as displayed below. - Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every field you want to map.
- To remove previously defined mapping, select the project field or category from the list and click Remove.
- When you are done specifying update mapping definitions, click Finish.