Mapping Custom Fields between Project Server and Portfolio Server 2007

 

EPM 2007 provides "Project Server Gateway" for mapping the data between Portfolio Server 2007 and Project Server 2007.

 

One of the common query that I have noticed is 'why attribute from project server is not gettign listed for mapping?.

 

Well key lies in the type mapping followed by the gateway:

 

Custom fields are mapped based on their type following the above table:

 

PS project custom field types

PPS attribute types

Text

String

Text with lookup table

List

Text with lookup table + “Allow multiple values to be selected from lookup table”  option checked

Multiple Text

Cost, Cost with Lookup Table

Number, Number with Lookup Table

Number

Date, Date with Lookup Table

Date

 

Note:

Export to PS or import from PS deletes existing value and updates it with the new one.

This is why for PPS attributes mapped on Lookup Table custom fields, if the value that has to be updated doesn’t exist on the Lookup Table or List instances, the result will be Blank