Activities and Budget Lines (Tasks)

You can use this option to export the activities and budget lines data to the ESP.

Export activities and budget lines (Tasks) data

This data is exported to the ESP from the Activities (tppss2100m000) session:

  • Identification information such as Activity, Budget Status and the related activity lines.
  • Scheduling information such as Scheduled Date and Scheduled Finish Date, Calendar, Duration (calculated), work, and the Milestone. The relations as defined in the Activity Relationships (tppss2510m000) session are also transferred. Note: Check the appendix for the exact mapping of the LN information to the XML file.
  • Progress information such as Actual Start Date, Actual Date, and the Schedule Percentage Complete.
  • Costing information such as Quantity, cost , and amount.

If a task calendar does not exist or is not configured correctly, the project calendar data is used to calculate the scheduling information. However, the application displays a warning.

By default, all budget lines are exported to the ESP, but it is possible to configure project specific restrictions using the Transfer Assignment option in the session. The values are defaulted from the Project Planning Parameters (tppss0100s000) session. If the resources of a specific cost type are not exported, the corresponding budget lines cannot be included. For example, if Equipment is not included as a resource type, the corresponding budget lines for equipment also cannot be selected for export. It is recommended that you only export cost types and cost objects for which a value is specified in the scheduling package and that are required for planning.

See To use a plan.