Setting Sub-Items Mode Publishing Defaults

Sub-Item Type

Any publishing (or updating) of items in the sub-items mode will affect only those sub-items of the type defined in the sub-items type category found on the sub-items configuration tab of the Project Management Bridge Administration & Configuration form. If this category has not been assigned a value, then the corresponding sub-items type server default found on the sub-items mode defaults step of the Bridge Server Settings Wizard will determine which sub-item type will be published.

Publishing Parameters

When a PPM item is published as a P6 project in the sub-items mapping mode, the resulting WBS structure and subsequent data modification of the WBS elements can be controlled by the three publish categories found on the sub-items configuration tab of the Project Management Bridge Administration & Configuration form.

If these categories have not been assigned values, the three corresponding publish server defaults found on the sub-items mode defaults step of the Bridge Server Settings Wizard will control the WBS structure and data modification.

These three independent, binary categories (or server defaults), control the following publishing behaviors:

• Create a new WBS element for each new sub-item – If Yes (or checked), for each new sub-item in PPM a new WBS element matching this sub-item will be created in P6. Any data contained in this sub-item will also be published to the corresponding fields in the matching WBS element.
• Remove any WBS element which lacks a corresponding sub-item – If Yes (or checked), WBS elements who no longer have matching PPM sub-items will be deleted together with all of their data.
• Publish data fields of existing projects and WBS elements – If Yes (or checked), any existing data for projects or WBS elements already mapped to PPM items and/or their sub-items will be overridden by the current item and/or sub-item data.

Master of the Sub-Item Name

When a WBS element becomes mapped to a sub-item, each receives the same internal ID. This makes this mapping permanent such that the subsequent renaming of the sub-item in PPM or its corresponding WBS element in P6 will not break this mapping.

The sub-items name defined by default found on the sub-items mode defaults step of the Bridge Server Settings Wizard defines, per server, whether the names of the sub-items and their corresponding WBSs are controlled by PPM or by P6. When PPM controls the naming, if a sub-item already mapped to a WBS element is renamed, the name of the corresponding WBS element will also change accordingly when this sub-item is re-published. This feature preserves the identity of the names of the sub-items and their corresponding WBSs even when changed in one of the applications.