Setting Phases Mode Publishing Defaults

Phase Start Date and End Date References

The bridge can be configured so that the original PPM phase schedule dates can be published.
  • Under the project level WBS element, a phases reference WBS element named Primavera Portfolio Management Phases is created. Under this WBS element, additional WBS elements named after the respective phases of the item with the addition of the word Reference, are created. These reference WBS elements will not be updated in future publish operations.
  • Each of these WBS elements corresponding to phases includes two milestone activities: Plan Start Date Reference and Plan End Date Reference which represent the initial start and end dates of the published phase.

Deliverables

Another setting supports the publishing of PPM deliverables. For each deliverable in the item’s phases, a finish milestone activity is created and assigned to the WBS element representing that phase.
  • Project Name - The new project Accounts (ERP) has the same name as the published item.
  • Deliverable Milestones - A finish milestone activity is created on the gantt chart for each deliverable published from PPM, such as the milestone displayed for concept analysis.
  • Date References – These milestones refer to the initial start and end dates of the item.
  • Phases – These WBS elements (WBS: Concept, WBS: Delivery, and WBS: Plan) have the same names as the PPM item’s life cycle phases (Concept, Delivery, and Plan). WBS elements with the same name as phases of the item in PPM are automatically mapped to these phases. These WBS elements mark the forecast start and end dates of each phase, as recorded in PPM.
  • Phase References – This refers to the WBS: Primavera Portfolio Management Phases element. This is used to reference the original schedule for the phases, as published during the initial publishing of the item. This WBS element contains additional WBS elements per phase. Each of these latter WBS elements contains phase start and end date reference milestones, which mark the original planned dates of the phases, as recorded in PPM. They do not change during subsequent publishing.