Defining Period Mappings

Period mappings define the mapping between and Project Management calendars and the EPM Planning Projects application year or periods. You can define period mappings in two ways:

  • Default Period Processing

  • Explicit Period Processing

Use default period processing when EPM Planning Projects and Project Management use consistent period definitions and period naming. For example, when a monthly calendar is used in both systems and the names of the periods like Jan-20 match both systems, then you use the Period Mapping Type of Default in the integration. No additional mapping is required.

Use explicit period processing when EPM Planning Projects and Project Management period definition or period naming conventions are different. In this case, you are required to define an Application Period and Source Period mapping.

  • Use Application Period Mapping to define the Period Names used in Project Management. For more information, see Defining Application Mappings.

  • Use Source Period Mapping to define the mapping between the periods in EPM Planning Projects and Project Management. For more information, see Applying Source Mappings.