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Overview
This section details the procedures used to synchronize actuals from Time Management to Project Management for projects that have Time Management and Project Management integrated. Synchronization allows actuals specified using Time Management to be copied to Project Management work plan tasks. Actuals may need to be synchronized if the sum of actual efforts in Time Management do not match the total actual efforts in Project Management (for example, actuals may not match after an upgrade or if time sheet data is imported into Time Management from an external application).
The following actuals can be synchronized from Time Management to Project Management:
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Actual effort
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Actual start date
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Actual finish date
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Percent complete
Using the kPMTMSync.sh script, you can synchronize actuals for projects that have been enabled for synchronization. You can either specify a single project to synchronize or synchronize all projects that have been enabled for synchronization. You can have multiple sessions running a single instance of the script, but each instance must be run for a different project. That is, do not simultaneously run more than one instance of the script for the same project.
Caution: Back up the database before running this script. Synchronization cannot be undone. Once you run the script, actuals that have been deleted can only be recovered from a database backup.
When kPMTMSync.sh is run, actuals with matching tasks and resources are copied from Time Management to Project Management.
If actuals are entered in Time Management and the project has Time Management enabled, for tasks/resources that match between the work plan and Time Management, actuals are synchronized from Time Management. If actuals have been entered directly from both the work plan and Time Management (for the same tasks/resources), the actuals in the work plan are replaced by the Time Management actuals.
In all other situations, if actuals have been entered directly in the work plan, they are retained; if no actuals have been entered directly in the work plan, nothing is synchronized. It is not possible to have actuals entered for a project from Time Management if the project does not have Time Management enabled. See Table 8-1. Scenarios for actuals synchronization for more details.
If the includeDates option is specified, the actual start date and actual finish date in Project Management are updated from Time Management. If the includePC option is specified, percent complete is calculated using the actual effort. For more detailed information about these and other options, see Running the Synchronization Script.
After the script has run, actuals are updated according to the schedule for the Task Actual Rollup Service. Therefore, you may not see up-to-date actuals immediately after the script has completed.
