EPM Planning Projects Rules for Integration with Project Management

Rules and rulesets are added when you enable Project Management Cloud Integration.

Rules

• Change Project Integration Error Status (OPF_Change Project Integration Error Status)—Run this rule from the Actions menu on the Project Details form to change the integration status from Error to either Initial or Ready.

• Spread Qrtly and Yearly to Months-Adjustments (OPF_Spread Qrtly and Yearly to Months - Adjustments)—This rule, which is set to Run on Save on the Adjust Project Expenses form, spreads quarterly and yearly expenses to months.

Rulesets

• Calculate Imported Projects (OPF_Calculate Imported Projects)

  Rolls up imported data and calculates cash flow for material expense/revenue. This rule can also be used outside of the integration scenario.

  Inputs: Currency, Entity, Scenario, Version, Project. You can specify a parent member for Currency, Entity, and Project in which case all level zero members are included in the calculation.

  Consists of rules:

  • OPF_Calculate Cash Flow for Loaded Projects—Calculates cash flow for material expense/revenue.
  • OPF_Rollup Project Cube—Rolls up data (existing rule).
  • OPF_Set Missing Properties for Reporting—Sets missing Project Integration Status, Rank, and Priority, as applicable, for imported projects.

• Export Approved Projects (OPF_Export Approved Projects)

  Exports all the projects that are in Approved (Project Status) and Internal or Ready (Project Integration Status) for integration with Project Management. This ruleset is invoked by Data Management.

  Inputs: Scenario, Version, Entity. You can specify a parent member for Entity so that it includes all level zero members under it for calculation.

  Consists of rules:

  • OPF_Prepare Data For Reporting—Prepares data for moving to the reporting cube.
  • OPF_Set Missing Properties for Reporting—Sets missing Project Integration Status, Rank, and Priority, as applicable, for imported projects.
  • OPF_Execute Project Reporting Data Maps—Executes data maps to move project data from OEP_PFP cube to PFP_REP reporting cube.
  • OPF_Merge Data Slice—Clears zeroes and merges the data slice on PFP_REP reporting cube.
  • OPF_Export Project Properties To File—Exports Approved projects with an Integration Status that is Initial or Ready to a file in the Planning outbox. The export is done from the reporting cube.
  • OPF_Reset Integration Properties—Clears Integration Status description.

• Export Integrated Project List (OPF_Export Integrated Project List)

  Exports projects that are in Integrated status for Integration Status. This rule is invoked by Data Management.

  Inputs: Scenario, Version, Entity. You can specify a parent member for Entity so that it includes all level zero members under it for calculation.

  Consists of rules:

  • OPF_Set Missing Properties for Reporting—Sets missing Project Integration Status, Rank, and Priority, as applicable, for imported projects.
  • OPF_Execute Project Reporting Data Maps—Executes data maps to move project data from OEP_PFP cube to PFP_REP reporting cube.
  • OPF_Merge Data Slice—Clears zeroes and merges the data slice on PFP_REP reporting cube.
  • OPF_Export Integrated Project List To File—Exports projects with integration status as Integrated from the reporting cube to a file in the Planning outbox.

• Export Project Budget (OPF_Export Project Budget)

  Exports project budget to a file in the Planning outbox. This rule is not used for integration, and is provided so that users can export expenses to a file. However, limit the number of projects so that the file does not grow too large.

  Inputs: Scenario, Version, Entity. You can specify a parent member for Entity so that it includes all level zero members under it for calculation.

  Consists of rules:

  • OPF_Prepare Data For Reporting—Prepares data for moving to the reporting cube.
  • OPF_Set Missing Properties for Reporting—Sets missing Project Integration Status, Rank, and Priority, as applicable, for imported projects.
  • OPF_Execute Project Reporting Data Maps—Executes data maps to move project data from OEP_PFP cube to PFP_REP reporting cube.
  • OPF_Merge Data Slice—Clears zeroes and merges the data slice on PFP_REP reporting cube.
  • OPF_Export Project Budget To File—Exports expenses from the individual total expense level, from all the projects to a file in the Planning outbox. The export is done from the reporting cube.

Additionally, some rules are modified when you enable Project Management Cloud Integration. See Updating Projects Artifacts.