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 data integrations to perform this one-time data migration.

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).

Note:

If there are multiple calendars in Project Management, multiple integrations jobs should have been configured for Import Projects and Import Project Budgets, each prefaced with a different name and associated with a calendar which in turn is associated with a different business unit. Run Import Projects and Import Project Budgets for one business unit before proceeding with Import Projects and Import Project Budgets for another business unit.

To import projects, budgets, and actuals from Project Management to EPM Planning Projects:

  1. From the Home page, click Application and then click Data Exchange.
  2. Import project organizations (optional, one-time task): In Data Integration, select Import Project Organizations, and then click Run Run Integration icon. Specify options and then click Run.

    Options:

    • Import Mode - Replace
    • Export Mode - Merge
    • Start Period - BegBalance
    • End Period - BegBalance

    Your administrator has set up the filters that are relevant for this integration.

    By default, this integration imports members to the Entity dimension under OEP_Total Entity.

    This optional step imports the organization structure from Project Management into the EPM Planning Projects Entity hierarchy. Alternatively, you can populate the Entity hierarchy in EPM Planning Projects without importing from Project Management.

    Wait until this integration completes before proceeding.

  3. Import projects, including project definitions and project properties (one-time task): In Data Integration, select Import Projects, and then click Run Run Integration icon. Specify options and then click Run.

    Note:

    If there are multiple calendars in Project Management, there are multiple integrations available for Import Project Budgets, each prefaced with a different name and associated with a different business unit. Run the integrations that are needed for your implementation.

    Options:

    • Import Mode - Replace
    • Export Mode - Merge
    • Start Period - BegBalance
    • End Period - BegBalance

    Your administrator has set up the filters that are relevant for this integration.

    This integration imports metadata members to the Project dimension in EPM Planning Projects. According to the type of project, member are imported either to Total Project>All Project>Internal Projects>Indirect Projects or Total Project>All Project>Internal Projects>Capital Projects. The mappings are set up in the integrations to identify the project type.

    When Import Projects is complete, Import Project Properties is automatically run. This integration imports project property data, such as project name, project description, project start date, and so on.

    Wait until this integration completes before proceeding.

  4. Import project budgets (one-time task): In Data Integration, select Import Project Budgets, and then click Run Run Integration icon. Specify options and then click Run.

    Note:

    If there are multiple calendars in Project Management, there are multiple integrations available for Import Project Budgets, each prefaced with a different name and associated with a different business unit. Run the integrations that are needed for your implementation.

    Options:

    • Import Mode - Replace
    • Export Mode - Merge
    • Start Period - Select a start date
    • End Period - Select an end date

    Your administrator has set up the filters that are relevant for this integration.

    This integration imports budget data to OEP_Plan.

    When Import Project Budgets is complete, Export EPM Project Status is automatically run. This integration marks these Project Management projects as integrated in EPM Planning Projects and ensures that you won't import the same project budget data again.

    Wait until this integration completes before proceeding.

  5. Run the rule Roll up Projects.
  6. Import actuals (ongoing task): Perform this task when you first migrate projects from Project Management to EPM Planning Projects and repeat as needed for your planning cycle. See Importing Actuals Data from Project Management to EPM Planning Projects.