ProjectTransit Guidelines

Guidelines for best results synchronizing project schedules between Microsoft Project and Daptiv:

Set your default task type to Fixed Duration or Fixed Work, with a constraint of "As Soon As Possible"
The task name is longer than 200 characters.
Manually scheduled Recurring Tasks are not supported in PPM. Please change the recurring tasks to Auto Scheduled in Project before your synchronization.
Add the “Work” column, so you can easily manipulate work vs. duration in your schedule.
Try to keep work in whole hours.
If the synchronization process identifies any errors in your tasks, double-click on each one to review and accept the changes before completing the synchronization. (See the section titled “Fix Incompatible Microsoft Project Data” below for additional details.)

Do not break the synchronization link (override checkout). If the synchronization link is broken, either:

Establish a new link to the existing PPM workspace with a new blank Microsoft Project file. This will preserve any Actual Work that has been captured in PPM.
Establish a new link from the current Microsoft Project file to a new blank workspace in PPM.

Note: If you attempt to establish a new link between the current Microsoft Project file and the same PPM workspace, the tasks existing in both locations will be carried forward, resulting in a duplication of tasks.Once a PPM workspace is locked for synchronization with ProjectTransit, all schedule changes must be made within Microsoft Project – users will not be able to edit the tasks within PPM. Note, however, that task updates will still be performed within PPM. This allows all task assignees to enter the work that they have performed and update the % Complete or ETC.

Note that the Daptiv PPM values of Actual Start, Actual Finish and Actual Work are synchronized to custom fields within Microsoft Project. This is necessary in order to avoid having these numbers overridden by the Microsoft Project scheduling engine. Thus, it is recommended that you:

Within Microsoft Project, do not show or use the native Actual Start, Actual Finish and Actual Work fields. Instead:
Rename the “Date 1” and “Date 2” custom fields to be “Actual Start” and “Actual Finish” respectively. Show these fields.
Rename the “Number 10” custom field to be “Actual Work”. Show this field.

The Daptiv PPM native fields “Billable” and “Deliverable” are available for mapping to custom flag fields within your Microsoft Project file. If either of these values is important to your project, map them to any custom flag field and show them within your project details.

If your enterprise uses SAML Single SignOn to enable you to access Daptiv PPM without logging in, please note that this authentication mechanism does not work with ProjectTransit. You will need to use the standard PPM login credentials to use ProjectTransit.