This article details the default field mappings and scheduled strategies installed with the P2MAP to OnePlan integration.
Default Field Mappings
Plans - Boards
OnePlan Fields | P2MAP Fields | Direction |
Description | Description | From OnePlan to P2MAP |
Name | Name | From OnePlan to P2MAP |
Start | Project Start Date | From OnePlan to P2MAP |
End | Project End Date | From OnePlan to P2MAP |
Lookup Tables – Lookup Tables
OnePlan Fields | P2MAP fields | Direction | Notes |
This table is intentionally left blank.
Available Strategies
OnePlanPublish
Publish data from OnePlan to P2MAP.
This strategy will create projects in P2MAP from OnePlan plans. Please note that by default there is no filter on this strategy, so all of your plans from OnePlan will be created/updated in P2MAP.
This strategy also updates mapped plan level fields and financials.
Please review this section on more details how to setup the financial sync.
SynchLookups
Sync lookups from P2MAP to OnePlan.
This strategy will sync over choice field values in P2MAP that are mapped in the Lookup Tables field mappings to a choice field in OnePlan. This strategy should be used to synchronize over the defined Lists in P2MAP.
Please review this section on more details how to setup the lookup sync for nodes.