Migrating an Existing Project Management Implementation to EPM Planning Projects (One-Time Setup)

If you have an existing Project Management implementation and you now want to implement EPM Planning Projects and the integration between the two, you must migrate projects, budgets, and actuals from Project Management to EPM Planning Projects at a summary level. This is a one-time task.

EPM Planning Projects provides two methods to perform this one-time data migration:

• A job, Import Projects and Budgets, that you run from EPM Planning Projects. To use this method, see Using a Job to Import Projects and Budgets (One-Time Setup).
• Integrations that you run from Data Integration. To use this method, see Importing Projects and Budgets Using Data Integration Integrations.

After data migration is complete, you should start your project planning and budgeting in EPM Planning Projects, and then export projects and project budgets to Project Management. Work with projects in Project Management to create a strategic budget. As projects are executed, actual costs are collected in Project Management, which you can later import to EPM Planning Projects.

Perform these tasks after completing the setup steps documented in Setting Up Integration Between EPM Planning Projects and Project Management (One-Time Setup).