Microsoft Project Integration

You can integrate Rational® Focal Point™ with Microsoft® Project using the attributes in Projects and Business Needs modules.

Before you begin

You must have MS Project installed. You must also have the MS Project Add-in installed on the client computer to set up and use the integration.

Procedure

  1. Open Microsoft Project and click Set up Focal Point integration.
  2. Enter web services URL. For example, https://example.com/fp/services, where “example.com” should be replaced with your Rational Focal Point domain.
  3. Enter your login name and password and click Login.
  4. Select workspace as Product Portfolio Management.
  5. Select Projects View as for example My Projects.
  6. Select Project Element.
  7. Map the properties in MS Project with attributes in Rational Focal Point. For example:
    Table 1. Projects: MS project and Rational Focal Point attributes
    MS Project Property Rational Focal Point attribute
    Name/Title Title
    Start Date Planned Start Date
    Finish Date Planned End Date
    Responsible Project Manager
    Tasks Business Needs
    Estimated Cost Estimated Effort
    Actual Cost Actual Effort
  8. Click Next.
  9. Select View as for example Business Needs.
  10. Map fields in MS Project with attributes in Rational Focal Point. For example:
    Table 2. Business Needs: MS project and Rational Focal Point attributes
    MS Project Property Rational Focal Point attribute
    Name Title
    Responsible Owner
    Start Date Start Date
    Finish Date End Date
    Milestone Milestone
  11. Click Finish.
  12. Click Yes to synchronize the project file with Rational Focal Point for the first time.
  13. Update the project file with the plan and click Synchronize with Focal Point in MS Project.
  14. Click Display > My Projects. The project is updated with the information from the project file.

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