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Data synchronized from Planner Premium

This article describes the data synchronized to the PPM Express Project from an imported/linked Planner Premium Project.

Delete

Note: All information in this article also applies to both Project for the web and Planner Premium environments. 


In case the PPM Express Project is connected to a Planner Premium Project, the following PPM Express Project sections will be populated with data synchronized from Planner Premium, and the following information will appear in the PPM Express Project:


Summary and Timeline

In the Summary and Timeline sections, the timeline and % Complete display data synchronized from Planner Premium, showing the Project progress. 


Team

The Team section displays a list of all resources with assignments on Planner Premium Project with a number of tasks assigned to each resource grouped by the task progress and status.

  • In Progress Tasks – 1 – 99% value in the field ‘Progress’
  • Completed Tasks – 100% value in the field ‘Progress’
  • Not Started Tasks – 0% value in the field ‘Progress’
  • This Week Tasks – Tasks that are executed this week
  • Late Tasks - Tasks with a finish date less than Today and progress set to 0 – 99% value in the field ‘Progress’


Tasks (Schedule)

This section includes four cards where you can quickly review the task statuses, progress, and summary. All the task numbers are clickable and will open the Planner Premium task page in PPM Express, filtering out the tasks by the selected value.

You can review tasks synchronized from Planner Premium on a separate tasks page.    

Delete

Note: Completed and inactive PPM Express Projects are not included in data synchronization by schedule (if Project Progress is set to Completed, On Hold, or Cancelled and/or if Project Stage Category is set to Closing, Suspended, Cancelled, and/or if the Overall Project Status is set to Done).


Key Dates

Tasks with zero (0) days Duration will be synchronized to the Key Dates section as Milestones. 


Details

The fields in the Details section will be populated with values synchronized from Planner Premium according to the Project Field Mapping.


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