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.

To enable using plug-in for MSP-PPM integration, you should set the parameter ALLOWED_MSP_INTEGRATION_MODE to PLUGIN or BOTH (case insensitive) in Administration Console.

Here is the general outline of the most common way to use the Microsoft Project plug-in for the MSP-PPM integration.

Step 1: Enable using plug-in for the integration

For more detailed information, see Select integration mode.

Step 2: Install Microsoft Project plug-in for PPM.

For more detailed information, see Installing and Upgrading the Plug-in for PPM.

Step 3: Decide how to manage your plan by selecting a synchronization mode.

For details on the different synchronization modes offered by the integration, see Synchronization Modes.

Step 4: Decide how to create the work plan.

For details on different ways to create and maintain a work plan, see Project Management Strategies.

Step 5: 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.

Step 6: Create and manage the work plan.

If your work plan is Project Management-controlled, you will create the work plan in Project Management and occasionally open it in Microsoft Project. See Open a Project Management work plan from Microsoft Project for more detailed information.

If your work plan is Microsoft Project-controlled, you will 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. See Sending a Microsoft Project Work Plan to Project Management for more detailed information.

If control is shared, you will manage the work plan in Microsoft Project and collect actuals using Project Management. See and Retrieving Actuals from Project Management (Shared Control Mode) for more detailed information.