Implementation Scenarios

Typical implementation scenarios for integration:

• EPM Planning Projects and Project Management are both new. To set up this integration, see Setting Up Integration Between EPM Planning Projects and Project Management (One-Time Setup).

• EPM Planning Projects is already implemented and you have existing projects. Now you want to implement Project Management and integrate the two. In this case, you must update the application to support the integration and migrate data. See Setting Up Integration Between EPM Planning Projects and Project Management (One-Time Setup) and Migrating an Existing EPM Planning Projects Implementation to Project Management (One-Time Setup)

• Project Management is already implemented and projects exist in Project Management. Now you want to implement EPM Planning Projects and integrate the two. In this case, you must perform a data migration to migrate projects, budgets, and actual costs from Project Management to EPM Planning Projects at the resource class level. Once this migration is complete, do not continue this process on an on-going basis. Going forward, start project planning and budgeting in EPM Planning Projects, and then push projects and project budgets to Project Management. See Setting Up Integration Between EPM Planning Projects and Project Management (One-Time Setup) and Migrating an Existing Project Management Implementation to EPM Planning Projects (One-Time Setup).

Note:

If your company has already implemented both EPM Planning Projects and Project Management, and has either built a custom integration or operated the applications independently of each other, you must reconcile projects as a prerequisite before using this integration.