Exporting Project Data and Budgets from EPM Planning Projects to Project Management

After you've created projects, entered project expenses, and project budgets are ready and approved in EPM Planning Projects, run Data Integration integrations to export the projects and project budgets to Project Management. You can perform this task on an ongoing basis.

Alternatively, your administrator might have set up a job to perform this task.

When you export from EPM Planning Projects to Project Management, it either updates a Project Management project or creates a new Project Management project.

Prerequisites

To export a project and project budget to Project Management, the Project Status must be Approved and the Project Integration Status must be Initial (approved but not yet pushed to Project Management) or Ready (approved and already pushed to Project Management; ready for a subsequent push to Project Management, for example if the budget changes).

Additionally, refresh the database before running the integrations.

To export projects and project budgets:

1. From the Home page, click Application and then click Data Exchange.
2. In Data Integration, select Export Projects and then click Run . Specify options then click Run.

   Note:

   If there are multiple calendars in Project Management, there are multiple integrations available for Export Projects, each prefaced with a different name. Run the integrations that are needed for your implementation.

   Options:

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

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

   The project integration status is synchronized between EPM Planning Projects and Project Management.

   Wait until this integration completes before proceeding.

3. In Data Integration, select Export Project Budgets and then click Run . Specify options and then click Run.

   Note:

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

   Options:

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

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

4. Review the data in Project Management. The budget version is named EPM-Date-Timestamp .

Repeat these steps as needed when you add or update projects and project budgets in EPM Planning Projects.