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Configure the PPM Pro - ProjectPlace Integration

This topic is for PPM Pro administrators and describes how to set up the PPM Pro and ProjectPlace integration. First, you'll enlist Customer Care to configure back-end support. Then you'll set up the PPM Pro project category as described below. After setup is complete, end-users can find information about using the tools together in Using PPM Pro and ProjectPlace.

Note: Production PPM Pro accounts can only be connected with production ProjectPlace accounts and sandbox PPM Pro accounts can only be connected with sandbox ProjectPlace accounts.

Note: A PPM Pro project can be synced with either ProjectPlace OR AgilePlace. Syncing a PPM Pro project with both ProjectPlace and AgilePlace is not supported.

Overview

PPM Pro and ProjectPlace work together at the task/activity level and ProjectPlace cards will always be reflected in the PPM Pro as IWM tasks with a new category called "ProjectPlace Cards"; with the integration enabled, users can sync PPM Pro projects to ProjectPlace workspaces. When the integration is active, creating new tasks in PPM Pro results in the creation of corresponding ProjectPlace activities on a specified ProjectPlace workspace; resources on the project Staffing screen are added automatically to the ProjectPlace workspace Members tab provided the resource exists on the other system.

The ProjectPlace/PPM-Pro integration is available to users Team Member Plus and Team Member licenses. Team Member Plus users can enter time in ProjectPlace, and view it in PPM Pro.

Using the self-service administration (SSA) facility, administrators can incorporate standard fields into PPM Pro project Details to set operational properties for the integration, and can use additional task fields to display data from the corresponding ProjectPlace activities and card(s). The integration can be activated on a project-by-project basis. The work breakdown structures (WBS/tasks) of those PPM Pro projects that are participating in the integration can be controlled by either PPM Pro, or ProjectPlace. Either system has capacity of taking control of the work breakdown structure. Whenever one system is control, the other will be blocked for updates on the work breakdown structure (WBS/tasks/plan).

Setup for PPM Pro Administrators

After Customer Care provisions the integration (above) your PPM Pro administrator will do the following:

  1. Log in to PPM Pro and Navigate to Admin/Organization/Setup/All Entities/Projects/Categories and choose (or create) the category you will be using for projects that you want to sync with ProjectPlace.  
  2. For each category that will support the integration, add the following fields to the project Details: (required) ProjectPlace Integration, and (optional) PP Closed Cards, PP Open Cards , PP Percent Closed.
  3. For each task category, optionally add the fields you will be using to view updated information from ProjectPlace: Activity ID, Activity Status, PP Closed Cards, PP Open Cards, PP Percent Closed.
  4. A new task category "ProjectPlace Card" will show in the system once the integration is enabled. This category can be optionally configured as well to include ProjectPlace information via fields like PP Card ID, PP Card is Blocked, PP Card Status, PP Board URL, PP Card Estimate, PP Card Created By, PP Card Label, PP Card URL,and PP Card Modified By. 
  5. If your organization will be submitting time in PPM Pro against "ProjectPlace Card" tasks, you will need to update your Timesheet Rules to include these under your criteria (Configuring Timesheet Rules and Settings).
  6. Check that the users responsible for creating projects that integrate with ProjectPlace have Project -> Create permission. If the "ProjectPlace" fields are put on a project after the project is created (added to the Details page in SSA after the project was created), the user will need Project > Edit permission to enable the sync.

PPM Pro Fields for ProjectPlace Activity Statistics

The following are standard PPM Pro fields that can be placed on PPM Pro project and/or task Details to gather statistics and help keep PPM Pro users up-to-date with activities in ProjectPlace. 

Project Standard PPM Pro Fields
Name Description
ProjectPlace Integration

Required Field:

  • No - This PPM Pro project is not synchronized with ProjectPlace. 
  • PPM Pro controls WBS. This option makes PPM Pro the system of record - data is sent from the PPM Pro project to the linked ProjectPlace workspace. ProjectPlace cards are reflected as read-only tasks behaving as iterative work management tasks.
  • ProjectPlace controls WBS. This option makes ProjectPlace the system of record - data is sent from the ProjectPlace workspace plan to update the PPM Pro project. ProjectPlace cards are reflected as read-only tasks behaving as iterative work management tasks that don't impact the work breakdown structure. 
PP Workspace ID  The ID of the associated ProjectPlace workspace. You can navigate to the ProjectPlace workspace by opening the quick view
PP Workspace is Archived Checkbox indicating if associated ProjectPlace workspace has been archived in ProjectPlace.
PP Workspace Modified By Email of the user that last modified the workspace in ProjectPlace. If the user does not have a corresponding record in PPM Pro, the default support user will be used.
PP Workspace Open Cards

Shows a rollup of the total count of cards that are not Done or Closed - whether or not the cards are connected to an activity. 

PP Workspace Closed Cards Shows a rollup of the total count of Done or Closed cards in a synced ProjectPlace workspace - whether or not the cards are connected to an activity. 
PP Workspace Owner Indicates the email address of the ProjectPlace workspace owner 
PP Workspace Percent Closed The percentage of closed cards v the total - whether or not the cards are connected to an activity. Matches the value of the "Done %" field in the synced ProjectPlace workspace
PP Workspace Progress State  
PP Workspace URL

Displays hyperlink to the ProjectPlace workspace to which the project is associated. 

Task Standard PPM Pro Fields  
Name Description

PP Activity ID

The ID of the ProjectPlace activity linked to this PPM Pro task. You can navigate to the ProjectPlace activity by opening the quick view card and clicking on the tasks title.
PP Activity is Complete Indicates if the ProjectPlace activity has been marked as Complete.
Activity is Milestone Checkbox indicating if activity is a milestone in ProjectPlace. 
PP Activity Modified By

Email of the user that last modified the activity in ProjectPlace. If the user does not have a corresponding record in PPM Pro, the default support user will be used.

PP Activity Status

The status of the ProjectPlace activity linked to this PPM Pro task.

  • Done - if PPM Pro task is Implied Status = Complete, or Complete Date exists, or PP activity is set to Done
  • In Progress - when a PP activity is connected to a board
  • Planned - when a PP activity is not connected to a board
PP Activity Closed Cards

Displays the number of closed cards that are associated with the selected task/activity in the linked ProjectPlace workspace.

This number is refreshed any time a change is made.

PP Activity Complete Date The date the corresponding PP Activity is set to Done or the date the PPM Pro task's Implied Status = Closed.
PP Activity Open Cards

Displays the number of open cards that are associated with the selected task/activity in the linked ProjectPlace workspace.

This number is refreshed any time a change is made.

PP Percent Closed

Calculation of the Done vs Not Done cards linked to the corresponding activity or any child activities in the associated ProjectPlace workspace

This number is refreshed any time a change is made.

PP Card ID  The ID of the ProjectPlace card displaying in PPM Pro.
PP Card is Blocked Indicates visually if the Card in ProjectPlace has been marked as Blocked.
PP Card Status

The status of the ProjectPlace card displaying on this PPM Pro plan.

  • Done - when a PP card has been moved to the Done column
  • Started - when a PP card has been moved to the Started column
  • Not Started - when a PP card is still on the Planned column
PP Board URL Displays hyperlink to the ProjectPlace board to which the card is associated. 
PP Card Estimate Estimated points set on the ProjectPlace card.
PP Card Created By Email of the user that created the card in Projectplace. If the user does not have corresponding record in PPM Pro, the default support user will be used.
PP Card Label Displays any provided card label from the ProjectPlace card.
PP Card URL Displays hyperlink to the ProjectPlace card displayed in PPM Pro. 
PP Card Modified By Email of the user that last modified the card in ProjectPlace. If the user does not have a corresponding record in PPM Pro, the default support user will be used.

Existing Projects

If your organization has existing projects that you'd like to sync with ProjectPlace, simply add the "ProjectPlace Integration" field to existing categories or change the project category to one that supports the integration.