Task Overview for Working with Integrated EPM Planning Projects and Project Management

If you're integrating EPM Planning Projects with Project Management, in general, you'll perform project planning using this workflow:

1. Set user variables. Setting User Variables.

2. Create a project and enter project details. See Adding Projects and Entering Project Details.

   If you've integrated EPM Planning Projects with Project Management, after you enter the project name, description and dates, enter a project number, which will be associated with the project name, and select a Project Management template to associate with the project.

   If you've integrated EPM Planning Projects and Project Management, when you first add a project, the Project Status is New and Project Integration Status is No Integration Status.

3. Review or enter project standard rate assumptions set up by your administrator. See Entering Project Assumptions.
4. Manage project expenses, including setting up driver-based assumptions for expenses. See Planning Expenses. When you've finished entering expenses, from the Actions menu, select Calculate Expenses.

5. Approve the project on the Project Details form: Click Project Summary, then the vertical tab for the project type, and then Project Details. Select the project, and then from the Actions menu, select Approve Projects. Or, from the Home page, click Rules, and then launch Approve Projects.

   Note that the Project Integration Status for the project is now Initial.

   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).

   Tip:

   If the integration status is Error, run the rule Change Project Integration Error Status from the Actions menu on the Project Details form to change the integration status from Error to either Initial or Ready. Use this rule when the previous integration resulted in an error status for the integration, so that the project is ready for the subsequent integration.

6. When a project is ready and approved, export projects and project budgets to Project Management. There are two ways to perform this task, depending on how your administrator set up the integration:

   • Your administrator might have set up a job to perform this task.

   • If your administrator has not set up a job to perform this task, you can use Data Integration integrations to export projects and budgets. See Exporting Project Data and Budgets from EPM Planning Projects to Project Management.

     Note:

     If you are using Data Integration integrations to export projects and budgets, refresh the database before you export.
7. Manage your projects in Project Management. When project actuals are ready, import actuals data from Project Management to EPM Planning Projects. There are two ways to perform this task, depending on how your administrator set up the integration:
   • Your administrator might have set up a job to perform this task.
   • If your administrator has not set up a job to perform this task, you can use Data Integration integrations to import actuals. See Importing Actuals Data from Project Management to EPM Planning Projects.

     Note:

     If you are using Data Integration integrations to import actuals, run the rule Roll up Project after importing.
8. Use the form Review and Adjust Expenses (OPF_Adjust Project Expenses) to review the imported data and make any adjustments to the overall budget. From the Home page, click Projects, then click Expense, and then click Review Project Expense. Click Review and Adjust Expenses if it's not selected.

   If you are using Data Integration integrations, run the rule Calculate Imported Projects to see updated information before making changes on the form. This rule is run automatically if your adminstrator is using jobs to import actuals.

   Tip:

   If you run Calculate Imported Projects from the form (from the form, click Actions, then click Business Rules, and then click Calculate Imported Projects), values are calculated for the current project. To run the rule for all projects, run the rule from the Rules card: From the Home page, click Calculate Imported Projects, and then click Launch.

   The form shows both the data imported from Project Management and the budget data from EPM Planning Projects.

   You can also perform a variance analysis comparing budget and actuals. From the Home page, click Projects, then click Project Summary, and then click the project type. Then, click Indirect Projects Variance or Capital Projects Variance.

9. If the budget changes, approve the project again on the Project Details form. Click Project Summary, then the vertical tab for the project type, and then Project Details. Select the project, and then from the Actions menu, select Approve Project.
10. Export projects and projects budgets to Project Management, and then import actuals from Project Management, iteratively as needed for you project planning cycle.

    Each time you export projects and projects budgets to Project Management, you see a new budget version in Project Management.

For more information about working in Project Management, see "How Enterprise Performance Management Works with Project Management" in Implementing Project Financial Management and Grants Management.