Creating and Managing the Work Plan

Once you have selected and configured the synchronization mode and determined your project management strategy, you are ready to start creating and managing your work plans.

• You can create a new work plan in Microsoft Project from an existing Project Management work plan (see Opening a Work Plan in Microsoft Project using Project Management and Open a Project Management work plan from Microsoft Project).

• You can create a new work plan in Project Management from an existing Microsoft Project work plan (see Sending a Microsoft Project Work Plan to Project Management).

• The synchronization mode of the associated Project Management project determines how you can manage the work plan.

  • In Project Management-controlled mode, you can update the Microsoft Project work plan from the associated Project Management work plan (see Updating an Associated Work Plan from Project Management (Project Management-Controlled Mode)).

  • In shared control mode, you can retrieve actuals from the associated  Project Management work plan (see Retrieving Actuals from Project Management (Shared Control Mode)) and send work plan (planned) information to the associated Project Management work plan (see Send planned information from Microsoft Project to Project Management (Shared Control Mode)).

  • In Microsoft Project-controlled mode, you can update the associated Project Management work plan from the Microsoft Project work plan (see Updating an Associated Work Plan to Project Management (Microsoft Project-Controlled Mode)).

  • In shared control mode and Microsoft Project-controlled mode, you can manually map resources from Microsoft Project to Project Management (see Manually map resources between applications).

• In Project Management, some editing features may be disabled depending on the synchronization control mode selected for the project (see Conditional editing allowed in Project Management).

• You can remove, restore, and refresh Microsoft Project and Project Management associations (see Removing Microsoft Project and Project Management Associations, Restoring Microsoft Project and Project Management Associations, and Refreshing Microsoft Project and Project Management Associations ).

• If you are working with a Microsoft Project Server-based project, Project Management functions slightly differently (see Working with Projects Using a Microsoft Project Server).

• If you experience any synchronization problems, see Troubleshooting.