Using ProjectTransit - Initial Sync

Your workflow while using ProjectTransit depends on whether you are making the first synchronization or any subsequent synchronization.

The first time you use ProjectTransit with a PPM schedule, you do the following:

• Define the association (link) between your Microsoft Project schedule and your PPM project.
  
  Note: ProjectTransit does not check for duplicate tasks. As a best practice, your initial synchronization should link one blank schedule and one existing schedule (with tasks). If your PPM schedule includes tasks, use a blank Microsoft Project schedule. If you start with an existing Project schedule, synchronize it with a blank PPM schedule. If you synchronize two schedules that both contain tasks, the tasks will be duplicated.
  
  
• Map resources (team members). Any resources with assigned tasks in PPM must also exist in your Microsoft Project schedule.
• Map custom task fields (if applicable).
• Copy existing task data from PPM to Microsoft Project and from Project to PPM.
  
  Note: This step involves several sub-steps. For more details, see Synchronizing Task Data with ProjectTransit.

Important: While schedules are synchronized (linked), all calculations are managed by Microsoft Project. The PPM scheduling logic is not used.

Related Topics:

• About Microsoft Project and Manually Scheduled Tasks—How manually scheduled tasks in Microsoft Project impact schedules in PPM.
• Installing ProjectTransit—How to install ProjectTransit on your local computer.
• Overriding ProjectTransit Schedule Checkout—About turning off schedule synchronization between Microsoft Project and Daptiv.
• Setting Connection Settings to PPM—About connection settings between Microsoft Project and PPM.
• Synchronizing Task Data with ProjectTransit—About task synchronization between Microsoft Project and Daptiv PPM using ProjectTransit.

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved