Publishing a New Item in Primavera Portfolio Management

1. Open an item while in a workbook or a form, or open a portfolio of items while in scorecard or investor.
2. From the Tools menu, select Publish to PM.

3. Note:

   The publish process has no undo feature. Once published, only a project management system administrator can remove a project by deleting it from the server.
   Confirm that you want to publish the specified item or portfolio by clicking Continue. At this point, the system may ask the user to input additional information necessary for the publishing of this item. The destination server and mapping mode are remembered for any subsequent publishing of these items.
   • Project Management Server: When multiple project management system servers are mapped to PPM, the user must define the server to which the item should be initially published.
   • Mapping mode: In addition, if the default mapping mode in which this item is supposed to be published has not been set (see Setting the Mapping Mode of an Item), the user must select the mode.
4. Click Create and Publish.
5. Click OK.
   If the publishing process experiences any errors, an error message appears. Follow the message’s instructions, or see your system administrator.

   Note:

   Subsequent publishing of item information can be done periodically through a system-wide synchronization process, referred to in PM Bridge as Sync. See your user guide for more information.

   Note:

   An item that has the same name as an existing P6 project must be mapped before publishing. See: Importing Projects in the Primavera Portfolio Management Bridge for Primavera P6 User Guide.