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.
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.

Enable using plug-in for the integration. For details, see Select integration mode.
Install Microsoft Project plug-in for PPM. For details, see Installing and Upgrading the Plug-in for PPM.
Decide how to manage your plan by selecting a synchronization mode. For details, see Synchronization Modes.
Decide how to create the work plan. For details, see Project Management Strategies.
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.
Create and manage the work plan.
- 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.
- 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.
- 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).