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
- 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 attributesMS 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 attributesMS 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.