When you enable integration between EPM Planning Projects and Project Management, two Smart Lists are added to the application—CapitalProjectTemplate and IndirectProjectTemplate. Add a Smart List entry for each Project Management template you want to associate with projects in EPM Planning Projects.
Planners associate each EPM Planning Projects project with a Project Management project template using a Smart List on the Project Details form.
From the Home page, click the Navigator icon .
- Under Create and Manage, click Smart Lists.
- Depending on the type of projects you are working with, select CapitalProjectTemplate or IndirectProjectTemplate and then click Edit .
- Click the Entries tab.
- Click Add .
- Add a name, which will appear as a Smart List entry, and a label. The label should correspond to the Project Management project template name.
You can get a list of project templates for each project type the BIP report Export Project Templates Report in Project Management.
- Add as many entries as you need, and then click Save.
For more information, see Administering Smart Lists.