Note: This section is relevant only if you selected either Sub-Items or Either Phases or Sub-Items as your mapping mode in Step 3: Entering Defaults Information.
- From the top Defaults step, click Next.
- In the Mapping area, check, or uncheck the Add phase date reference during initial mapping. When this option is checked, phase date references will be added as milestones activities to the project in P6.
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 can add some scheduling information as a summary task that contains a task for each phase in the life cycle of the item. These tasks reference the Start and End dates of each phase as it was set in <0P_ProdName_PPM, prior to when the project was first published.
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.
- In the Publish area, check, or uncheck the Publish deliverables to milestone activities. When this option is checked, deliverables’ data will be published to the P6 project as milestone activities.
- In the Update area:
- Check or uncheck the Update phases from corresponding WBS elements. When this option is checked, phase data will be updated from the corresponding WBS elements.
- Check or uncheck the Update deliverables from corresponding milestone activities. When this option is checked, deliverable data will be updated from the corresponding milestone activities.
- Click Next to proceed to the next step of the Bridge Server Settings Wizard, where you can define the Publish mapping definitions.