You can integrate Rational® Focal Point™ with Microsoft Project using the
attributes in Projects and Business Needs modules.
Before you begin
You must have Microsoft Project installed. You must also have
the Microsoft Project add-on installed on the client computer to set
up and use the integration. To download the Microsoft Project add-on,
open a workspace and click .
Note: Microsoft Project
add-on is not supported in Windows 7.
About this task
The task is about integrating
Rational Focal Point with
Microsoft Project, updating and synchronizing the project file.
Note: Rational Focal Point does
not support integration with Microsoft Project addon on Windows 7.
Procedure
- Open Microsoft Project and click Set up Focal
Point integration.
- Enter web services URL. For example, https://example.com/fp/services,
where “example.com” should be replaced with your Rational Focal Point domain.
- Enter your login name and password and click Login.
- Select workspace as Product Portfolio Management.
- Select Projects View as for example My Projects.
- Select Project Element.
- 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 |
- Click Next.
- Select View as for example Business Needs.
- 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 |
- Click Finish.
- Click Yes to synchronize the project
file with Rational Focal Point for
the first time.
- Update the project file with the plan and click Synchronize
with Focal Point in MS Project.
- Click . The project
is updated with the information from the project file.