Sending Work Plan (Planned) Information from Microsoft Project to Project Management (Shared Control Mode)

You can update the associated Project Management work plan with planned information (such as work breakdown structure, schedule, and assignments) from a Microsoft Project file when Project Management and Microsoft Project share control of the work plan.

To send work plan information from Microsoft Project to Project Management:

  1. Open the project in Microsoft Project.

  2. Select HP PPM > Update PPM Project with Work Plan Information.

  3. The integration automatically performs resource mapping between applications. If resources in Microsoft Project cannot be automatically mapped to resources in Project Management, the Mapping Resources dialog displays.

    Note: Automatic resource mapping occurs upon the first synchronization or when a new resource is added to Microsoft Project. See Planned Information.

    Specify mapping for unmapped resources and click Finish. You can verify the automatic mappings, modify any of the automatic mappings, and specify any mappings for unmapped resources at a later time. See Manually Mapping Resources Between Applications (Shared Control Mode and Microsoft Project-Controlled Mode) for more information about the Mapping Resources dialog.

  4. The integration is completed when the Integration Complete dialog displays.

    From the Integration Complete dialog, you may choose to remove the association between the Microsoft Project work plan and the Project Management project.

    You can also click Show Info to view any informational messages, errors, or warnings that occurred while sending the work plan to Project Management. See Enabling Synchronization Logs for information on how to enable full information tracing.

    Click Done to close the dialog.

By default, whenever you send a Microsoft Project file to Project Management, a backup copy of the .mpp file is automatically saved to the same directory in which the original file is stored, with the extension .bak. See Backing Up Microsoft Project Files.

If you experience an integration error related to the deletion of a task or resource in Microsoft Project that had actuals, see Deleting Required Tasks or Tasks/Resources with Actuals.