Importing Actuals Data from Project Management to EPM Planning Projects

When actuals are ready in Project Management, run Data Integration integrations to import the actuals data to EPM Planning Projects. You can perform this task on an ongoing basis.

Alternatively, your administrator might have set up a job to perform this task.

Data is imported to OEP_Actuals.

1. From the Home page, click Application and then click Data Exchange.
2. In Data Integration, select Import Project Actuals and then click Run . Specify options and then click Run.

   Note:

   If there are multiple calendars in Project Management, there are multiple integrations available for Import Project Actuals, each prefaced with a different name. Run the integrations that are needed for your implementation.
   • Import Mode - Replace
   • Export Mode - Merge
   • Start Period - Select a start period
   • End Period - Select an end period

   Your administrator has set up the filters that are relevant for this integration.

3. Run the rule Roll up Project.

Repeat these steps as needed when there are new actuals available in Project Management.