Setting Phases Mode Updating Defaults

When updating in the phases mapping mode, new item, phase and deliverable schedule information may be updated in PPM from P6 project and WBS fields.

When you run an update, scheduling information such as item start and end dates, phase start and end dates, phase percent completion, deliverable due dates, and deliverable completed status may receive updated information, depending upon how your system is configured. (In addition PPM categories that have been mapped to be updated from P6 project fields or codes or WBS fields will also be updated. See Mapping Primavera Portfolio Management Categories and P6 Fields and Codes)

You can access the update command from the Investor, Scorecard, Workbook, Forms, and Dashboard modules. You can update a single project, or an entire portfolio of projects. Since the update feature works in tandem with the publish process, you can update only from a project in P6 that has previously been mapped to a PPM item.

Note:

The categories to be updated are selected in advance by your system administrator. For information about which categories are updated, speak to your system administrator.