DFM Setup - Project Phase to Item Decision Point

[Former Member]

Hi Folks,

I am trying to setup a one way status sync from Project Phase to Item DP (i.e. status is only managed in cProjects and should sync to Item DP).

I have done the following config.

1. Defined Portfolio Item Types and mapped Item DP to Template Phases

2. Maintained Phase to DFM business transaction in IMG Map Project / Initiative Business Transaction to DFM Business Transaction

3. Maintained DFM to Item DP mapping in IMG Map DFM Business Transaction to Portfolio Management Status

4. Under IMG Map Business Transactions for Synchronization I added a couple additional business transactions that I needed for Source PPCP and Target PPODP.

Examples entries of the above config for are as follows. This is to change the mapped DP status to 'For Approval' when clicking "Begin Approval" in cProjects phase

Map Project / Initiative Business Transaction to DFM Business Transaction

Source Grouping - PPCP Project Phase

Target Grouping - PPODP Portfolio Item Decision Point

Source Bus Transacction - DX11 Begin Approval of Phase

DFM Bus Transaction - IX05 Set 'To Be Approved'

Map DFM Business Transaction to Portfolio Management Status

Target Grouping - PPODP Portfolio Item Decision Point

Source Grouping - PPCP Phase (Project Management)

DFM Bus Transaction - IX05 Set 'To Be Approved'

Portf Mgmt Status - Z0006 For Approval (custom status that I created for Item DP)

With the above config when I begin the approval in cProjects, the mapped item DP is not updated. I have ensure that the next status of the DP is configured accordingly.

Appreciate any ideas on how to get this working.

Thanks,

Lashan

[Former Member]

It looks like the issue is because when "beginning approval" cProjects status is "For Approval - Released",which means 2 status are active and the DFM business transaction does not trigger.

Wondering if anybody has the issue where cProjects has 2 active status and the subsequent statuses does not trigger DFM transaction.

Appreciate any help.

Thanks

[mariano_sabiche]

Hello Lashan;

Dido you solve this issue?

best regards.

Mariano

[Former Member]

Hi Mariano,

I believe this was resolve via an OSS note. Unfortunately this was a long time ago, so I don't have the note numer etc. Are you on the latest SP for PPM? I did set this on a PPM system with latest SP I did not experience the issues I had raised in the thread. Let me know how it goes...

Lashan

[former_member201206]

Hi

I think, you are talking about the note  1571842, which enables the status be raised for the DFM synchronization as approval starts.

Kind regards,

Zhenbo

[mariano_sabiche]

Thank you for the responses!!

Regards!