Solutions for Project Managers

In order to give consistent behavior during synchronization, PPM project managers must:

  • Pay attention to fields that have changed. The integration provides a custom Microsoft Project table view that shows the user which fields have changed as a result of a synchronization, whether directly through the synchronization process, or indirectly as a result of Microsoft Project's automatic calculations.

  • Synchronize the fields that are most important to your plan management by selecting the appropriate actuals integration option as described in Transferring PPM Information to Microsoft.

The integration ignores Project Management default values that are not enabled.

Custom Microsoft Project Filters and Tables

After synchronizing project information between applications, you can select from the following custom Microsoft Project items provided by the integration:

  • A filter named PPM: Changed Actuals, found in the View tab and by selecting the Filter drop-down menu

  • A filter named PPM: Dates Impacted by Changed Actuals

  • A data view table named PPM: Changed Actuals, found in the View tab and by selecting the Tables drop-down menu

These items enable you to quickly view the following:

  • Fields that have scheduled date changes as a result of the actual synchronization. These field values appear red by default.

  • Fields that have changed as a result of automatic calculations performed by Microsoft Project based on synchronized fields. These field values appear blue by default. This is useful for identifying any cascading impacts of a change in actuals.