Contact Synchronization Report

The Contact Synchronization report enables you to determine whether Demand Management contacts are correctly defined and associated with PPM users.

You can use this report to detect all PPM users who have no corresponding contact record, and then create contact records for them. The Contact Synchronization report also searches for and corrects discrepancies between the contact and PPM user information in the system.

Use the Contact Synchronization report to uncover and correct the following problems:

  • Users who have no corresponding contact records

  • Users who have multiple corresponding contact records

  • Contact records associated with user names that are not in the system

  • Contact records that use the same first and last names as PPM users, but are not associated with those users

  • Enabled contact records associated with PPM users who are no longer in the system

  • Enabled PPM users with contact records that are disabled

  • PPM users and contact pairs that have different data in common fields (such as a different first name)

To correct these problems, you can choose to have PPM create contact records for users who have none, and then update contact names and email addresses that are not correctly synchronized with user records.

You can run the Contact Synchronization report only if you have a Configuration license and belong to at least one of the following security groups:

  • PPM Administrator

  • PPM All Access Grants

  • PPM Billing Approver

  • PPM Cost Manager

  • PPM Demand Management Administrator

  • PPM Demand Manager

  • PPM Deployment Management Administrator

  • PPM Program Manager

  • PPM Project Manager

  • PPM Resource Manager

  • PPM Service Security Group

  • PPM Team Manager

  • PPM Time Administrator

  • PPM Time Manager

  • PPM User

  • PPM User Admin

Note: This report belongs to both Administrative and Resource Management report categories.

Table 3-1. Contact synchronization report field descriptions

Field Name

Description

Create Contacts

Option to create contacts for users who have no associated contact records. Note that some of these contacts may need to be manually associated with users. Choices include:

  • Yes. To create new contact records.

  • No. To review the results of the report without creating any contacts.

We recommend that you run the report using No, so that you can verify the correct processing of the section listing contacts that have the same first and last names as a PPM user. If no manual updates are required, then select Yes, and thenrerun the report.

Update Contacts

Determines whether PPM creates or updates contacts for users associated with a contact whose name, email, or enabled status is out-of-date.

To update contact records, click Yes. To review the report results without updating contacts, click No.

We recommend that you run this report with No selected, so that you can verify the correct processing of the section detailing associated user and contact pairs that have different data in common fields. If no manual updates are required, then select Yes and rerun the report.

Driver

Determines how records are to be synchronized. Select one of the following:

  • To synchronize records based on the user record, select User.

  • To synchronize records based on the contact record, select Contact.

  • To synchronize records based on the most recently updated record, select Last Update Date.