This section describes how to enter the defaults that will be used to link Primavera Portfolio Management items with P6 projects.
- From the General step, click Next. The Defaults step of the Bridge Server Settings Wizard is displayed.
- In the Mapping Mode field, select the mode that is relevant for your setup. Choose among:
- Sub-items: this option maps the WBS elements in P6 to sub-items in Primavera Portfolio Management.
- Phases: this option maps the WBS elements and milestones activities in P6 to phases and deliverables in Primavera Portfolio Management.
- Either Phases or Sub-items: this option lets the user define whether to map the WBS elements to sub-items or to phases and deliverables in Primavera Portfolio Management.
- In the Sync mode for newly mapped items field, pick the synchronization schedule for newly-mapped items. Choose one of the following:
- Do not sync periodically: Portfolio Management 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.
Note: For a detailed description of the synchronization process refer to Configuring Synchronization in Configuring Project Management Bridge after Installation.
- Block all publishing and updating: this option blocks all synchronization operations between P6 and PPM. If you would like to have a hyperlink from P6 to the relevant item in PPM, you may select a P6 field to hold this link. The PM Bridge will automatically create this hyperlink and populate the selected field. Select the desired field from the P6 project field to be hyperlinked to PPM drop-down list. To cancel this association, select the empty row at the very top of the drop-down list.
- Do not sync periodically: Portfolio Management 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 P6 data, modified or not: All P6 data is transferred to PPM.
- Only the P6 data that was modified: Only modified P6 data is transferred to PPM. This setting helps improve performance by limiting the amount of data that needs to be transferred.
- In the Default EPS node for new projects field, select the default EPS node. Every project in P6 is created within a specific EPS node. When publishing new items, the PM Bridge will use the EPS node defined here, but only if there is no other EPS node definition for that item.
Note: For more information on how to define an EPS node for a specific item, see Data Mapping and Data Flow for P6 Bridge.
- In the Mapping area you can define whether you would like the PM Bridge to automatically create milestones in P6 that denote the Start and End dates of the items.
When an item is published for the first time, a new project is created in P6 Server that is mapped to the item. The system adds reference scheduling information by adding tasks to the project plan. It can add two milestone tasks in the project plan that describe the Start and End dates that were set for the project in Primavera Portfolio Management.
The project manager can use these dates to reference the original plans that were determined by the portfolio manager. If these references become unnecessary, the project manager can easily remove them from the project plan, since they are only entered when the project is first published.
To define these automatic milestones, check the Add item Start Date and End Date references during initial mapping checkbox.
To define an automatic update of these dates during publish, check the Publish item Start Date and End Date changes checkbox.
Note: When you select to add the Start and End dates during the initial mapping, corresponding Start and End date milestones are created in the P6 application. This means the project will not be able to start later than the specified Start Date nor end earlier than the specified End Date. You may delete these automatically-created milestones.
- Click Next to proceed to the next step of the Bridge Server Settings Wizard.