Use Microsoft Project plug-in for MSP-PPM integration
This section describes the tasks required to use the Microsoft Project plug-in for the MSP-PPM integration.
- Note:
- The Microsoft Project plug-in is not supported if your PPM runs on a PostgreSQL database.
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We recommend using Microsoft MPP files for MSP-PPM integration, as the Microsoft Project plug-in is deprecated and may no longer be supported in a future version. For details about using Microsoft MPP files, see Use work plan files for scheduling integration.
Prerequisite:
To enable using plug-in for MSP-PPM integration, set the ALLOWED_MSP_INTEGRATION_MODE parameter to PLUGIN or BOTH (case insensitive).
To use Microsoft Project plug-in for MSP-PPM integration:
Here is the general outline of the most common way to use the Microsoft Project plug-in for the MSP-PPM integration.
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Enable using plug-in for the integration. For details, see Select integration mode.
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Install Microsoft Project plug-in for PPM. For details, see Installing and Upgrading the Plug-in for PPM.
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Decide how to manage your plan by selecting a synchronization mode. For details, see Synchronization Modes.
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Decide how to create the work plan. For details, see Project Management Strategies.
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Configure the Microsoft Project Integration policy. For details on configuring the project-level settings for the Microsoft Project Integration policy, including the synchronization model, see Project-Level Settings for Integration.
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Create and manage the work plan.
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If your work plan is Project Management-controlled, you create the work plan in Project Management and occasionally open it in Microsoft Project. For details, see Open a Project Management work plan from Microsoft Project.
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If your work plan is Microsoft Project-controlled, you create the work plan in Microsoft Project and occasionally open it in Project Management. Mapping of resource information between applications occurs automatically when sending a Microsoft Profile file to Project Management, but you can make manual adjustments during the process. For details, see Sending a Microsoft Project Work Plan to Project Management.
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If control is shared, you manage the work plan in Microsoft Project and collect actual data using Project Management. For details, see Retrieving Actuals from Project Management (Shared Control Mode).
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