PPM Work Plan and MS Project Schedule Synchronization Procedures Draft for Review & Discussion June 2014 Best viewed in Slide Show mode using Presenter View for Discussion Points in Notes section

Configuration & Set-up Need Admin Support to Load Microsoft Visual Studio and the MSP Plug-in Page 26/13/14 Draft The MSP Plug-in loaded from PPM at Open > Administration > Download Microsoft Project Plug-in Validation for PPM v9.1, IE 9.0, MSP 2010 and current AIG server PPM MSP plug-in

MSP Plug-in in Microsoft Application Page 36/13/14 Draft Synchronization controlled from MSP

PPM Project Type Settings Page 46/13/14 Draft Can Only Synchronize with a Project that has no Work Plan Tab may be blocked to PM Mode to Control is Shared Match on Full name Transfer % Complete & Actual Dates PPM Project Set-up

Send the MSP Schedule to PPM Page 56/13/14 Draft Send from MSP Schedule Identify Server (Once) Log in to PPM Submit the Schedule

Select the Project in PPM Page 66/13/14 Draft All Projects with no Work Plan

Map Unmatched Resources Page 76/13/14 Draft Non Project Participants or Spelling Select the MSP Resource & Map All PPM Project Participants Listed Select the appropriate PPM Match No Changes Necessary Select from All Resources that you manage in PPM through Search

Complete Initial Linkage and MSP Send Page 86/13/14 Draft Include Actuals (to PPM) pop-up - No. Offer to Remove Association pop-up - blank MSP Schedule now in PPM Work Plan

Time Entry In PPM Page 96/13/14 Draft Select Assigned Tasks Time Sheet Policy Compliance Save the Time Sheet Will be sent on Next Retrieval

Retrieve Actuals from PPM Page 106/13/14 Draft From Add-Ins tab Retrieve Actuals Log Into PPM Server Transfer Data Review - Continue Done – Impact Highlighted