This article describes the default field mappings and scheduled strategies that are set up when the Project for the Web Accelerator integration is installed.
Plans - Projects
|
OnePlan Fields |
Project Fields |
Direction |
Notes |
|---|---|---|---|
|
Name |
Name |
Both |
Required |
|
Timesheet Hours |
Effort Completed (Hours) |
Project to OnePlan |
|
|
Start (Summary Task) |
Start Date |
Project to OnePlan |
|
|
Due (Summary Task) |
Finish Date |
Project to OnePlan |
|
|
% Complete |
% Complete |
Project to OnePlan |
|
|
Owner |
Owner |
Project to OnePlan |
|
|
Manager |
Project Manager |
Project to OnePlan |
|
|
Forecast |
Forecast |
OnePlan to Project |
|
|
Actual Cost |
Actual Cost |
OnePlan to Project |
|
|
Budget |
Budget |
OnePlan to Project |
|
|
Benefits |
Benefits |
OnePlan to Project |
|
|
Strategic Alignment |
Strategic Alignment (ID) |
Project to OnePlan |
|
|
Needs Staffing |
Needs Staffing |
Project to OnePlan |
|
|
Business Unit |
Business Unit (ID) |
Project to OnePlan |
|
|
Effort Health |
Effort Health (ID) |
Project to OnePlan |
|
|
Financial Health |
Financial Health (ID) |
Project to OnePlan |
|
|
Funding Source |
Funding Source (ID) |
Project to OnePlan |
|
|
Improve Employee Retention |
Improve Employee Retention (ID) |
Project to OnePlan |
|
|
Priority |
Priority (ID) |
Project to OnePlan |
|
|
Issue Health |
Issue Health (ID) |
Project to OnePlan |
|
|
Lower Cost |
Lower Cost (ID) |
Project to OnePlan |
|
|
Overall Health |
Overall Health (ID) |
Project to OnePlan |
|
|
Project Type |
Project Type (ID) |
Project to OnePlan |
|
|
Risk |
Risk (ID) |
Project to OnePlan |
|
|
Stage |
Stage (ID) |
Project to OnePlan |
|
|
State |
State (ID) |
Project to OnePlan |
|
|
Timesheet Charge |
Timesheet Charge (ID) |
Project to OnePlan |
(Recommended, Temporary) Remove this field mapping |
|
Timesheet Type |
Timesheet Type (ID) |
Project to OnePlan |
(Recommended, Temporary) Remove this field mapping |
|
Schedule Health |
Schedule Health |
Project to OnePlan |
Tasks - Tasks
|
OnePlan Fields |
Project Fields |
Direction |
Notes |
|---|---|---|---|
|
Name |
Name |
Both |
Required |
|
Assigned To |
Assigned To |
Project to OnePlan |
|
|
Effort |
Effort |
Project to OnePlan |
|
|
Start |
Start |
Project to OnePlan |
|
|
Timesheet Hours (Actual Hours) |
Effort Completed (Hours) |
OnePlan to Project |
|
|
Due |
Finish |
Project to OnePlan |
|
|
% Complete |
% Complete |
Project to OnePlan |
|
|
Task Dependencies |
Task Dependencies (PFTW) |
Project to OnePlan |
|
|
Task Order (OnePlan System) |
Display Sequence |
Project to OnePlan |
Lookup Tables - Lookup Tables
|
OnePlan Fields |
Project Fields |
Direction |
Notes |
|---|---|---|---|
|
Improve Employee Retention (Plan) |
Improve Employee Retention (Project) |
Project to OnePlan |
|
|
Lower Cost (Plan) |
Lower Cost (Project) |
Project to OnePlan |
|
|
Business Unit (Plan) |
Business Unit (Project Task) |
Project to OnePlan |
|
|
Priority (Plan) |
Priority (Project) |
Project to OnePlan |
|
|
Financial Health (Plan) |
Financial Health (Project) |
Project to OnePlan |
|
|
Effort Health (Plan) |
Effort Health (Project) |
Project to OnePlan |
|
|
Schedule Health (Plan) |
Schedule Health (Project) |
Project to OnePlan |
|
|
Issue Health (Plan) |
Issue Health (Project) |
Project to OnePlan |
|
|
Funding Source (Plan) |
Funding Source (Project) |
Project to OnePlan |
|
|
Project Type (Plan) |
Project Type (Project) |
Project to OnePlan |
|
|
Timesheet Charge (Plan) |
Timesheet Charge (Project) |
Project to OnePlan |
(Recommended, Temporary) Remove this field mapping |
|
Timesheet Type (Plan) |
Timesheet Type (Project) |
Project to OnePlan |
(Recommended, Temporary) Remove this field mapping |
|
Stage (Plan) |
Stage (Plan) |
Project to OnePlan |
|
|
Overall Health (Plan) |
Overall Health (Project) |
Project to OnePlan |
|
|
Risk (Plan) |
Risk (Project) |
Project to OnePlan |
SynchLookups: This strategy will synchronize the choice value options in Project for the Web into the corresponding Choice field options mapped in OnePlan.
OnePlanUpdate: Publishes data from Project for the Web into OnePlan.
OnePlanPublish: Publishes data from OnePlan into Project for the Web.