If you set the Mapping mode to Sub-Items or Either Phases or Sub-Items, you can specify Defaults settings for Sub-Items Mode.
To specify Defaults settings for Sub-Items Mode:
- On the Defaults tab under Sub-Items Mode, in the Sub-Item type field, select the kind of data that sub-items represent. The value of this field defines sub-items for the subsequent steps on this tab.
- In the Sub-item name defined by area, specify whether PPM or MSP data defines the names of sub-items:
- PPM (publish - Summary Task Level 2): Choose this option if you want sub-item names to be defined by PPM, up to the second Summary Task level.
- MSP (update - All Summary Task Levels): Choose this option if you want sub-item names to be defined by MSP for all Summary Task levels.
- In the Publish area, specify how the application handles sub-items and summary tasks during publication:
- Create a new Summary Task for each new sub-item: Choose this option if you want the application to create a new top-level summary task in MSP for each sub-item that doesn't have a top-level summary task.
- Remove any Summary task which lacks a corresponding sub-item: Choose this option if you want the application to remove every top-level summary task in MSP that does not have corresponding sub-items in OPPM.
- Publish data fields of existing projects and Summary Tasks: Choose this option if you want the application to update the existing top-level summary tasks and projects in MSP with the data in OPPM.
- In the Update area, specify how the application handles sub-items and summary tasks during updates:
- Create a new sub-item for each new Summary Task: Choose this option if you want the application to create a new sub-item for each top-level summary task in MSP that doesn’t have a corresponding sub-item in OPPM.
- Remove any sub-item which lacks a corresponding Summary Task: Choose this option if you want the application to remove a every sub-item that doesn’t have a corresponding top-level summary task in MSP.
- Update categories of existing items and sub-items: Choose this option if you want the application to update categories that have items and sub-items with data from top-level Summary tasks in MSP.
- In the Default template for initial publish field, choose an MSP template to define how projects are created in MSP during initial publication.
- Click Next.