Integration with Project Portfolio Management

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Integration with Project Portfolio Management

    This integration links project tasks in Project Portfolio Management (PPM) with work orders in Field Service Management (FSM), enabling efficient management of installation or deployment projects in the field. It allows you to create and synchronize work orders directly from project tasks, ensuring coordinated scheduling and status tracking between project management and field operations.

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    Key Features

    • Work Order Creation: Create work orders from project tasks via the "Create Work Order" link on the Project Task form.
    • Linking and Viewing: View active linked work orders through the "View Work Order" link on the Project Task form. Multiple work orders can be linked to a project task, but only one can be active at a time.
    • Date Synchronization: Planned start and end dates from project tasks sync uni-directionally to linked work orders and their tasks. Work order tasks inherit fixed start and end windows based on these dates. Updates to project task dates automatically update linked work order tasks unless those tasks are in "Work In Progress" or "Closed" states.
    • State Synchronization: State changes flow from work orders to project tasks. Updating a work order’s state updates the linked project task’s state, including closing project tasks when work orders are closed. State updates on project tasks add notes to the linked work order’s Work Notes field. If a project task state update fails (e.g., due to dependencies), a note is added to the project task’s Work Notes.
    • Configurable State Mapping: System administrators can customize the mapping between work order states and project task states to fit organizational workflows.

    Key Outcomes

    • Improved coordination between project planning and field service execution through synchronized scheduling and status updates.
    • Streamlined process for managing field deployment tasks linked directly to project milestones.
    • Visibility into work order progress from project management and vice versa, supporting better communication and issue tracking.
    • Flexibility to adapt state synchronization to specific business processes via customizable state transition mapping.

    Requirements and Activation

    To enable this integration, activate the Field Service with Project Management plugin (com.snc.wmppm), which depends on the Field Service Management plugin (com.snc.workmanagement) and the PPM Standard plugin (com.snc.financialplanningpmo).

    Link project tasks to work orders to assist with managing installation or deployment projects in the field.

    A project can have multiple tasks that are assigned to field service agents. Using the Field Service Management integration with Project Portfolio Management, you can create work orders directly from project tasks. Linking project tasks to work orders in this way:
    • Synchronizes the planned and actual dates between the project task and the work order.
    • Synchronizes the states between the project task and the work order.

    To create a work order from a project task, click the Create Work Order related link on the Project Task form. To view an active linked work order, click the View Work Order related link on the Project Task form. Project tasks can have more than one linked work order, but only one work order can be active at a time.

    Dates

    Dates are synchronized in one direction, from the project task to the linked work order and to any work order tasks.
    • Work order tasks created for a linked work order have fixed Window start and Window end dates that are based on the planned start and end dates of the project task.
    • Updates to project task dates are also updated in the linked work order tasks for tasks that are not in the Work In Progress or Closed states.
    Note:
    Changes to the dates on a work order task do not change the dates on the linked project task.

    States

    State changes are synchronized in one direction, from the work order to the project task.
    • Updating the work order state also updates the state of the linked project task.
    • Updating the state of a project task add a note to the Work Notes field on the linked work order.
    • Closing a work order also closes the project tasks.
    If an update to the state of a project task fails, a note is added to the project task Work notes field about the corresponding work order update. Updates can fail with project tasks that have dependencies.
    Work order and project task states are updated as follows.
    Table 1. Synchronized states of work order and project task
    Work Order State Project Task State
    Work In Progress Work In Progress
    Close Complete Close Complete
    Close Incomplete Close Incomplete
    Canceled Close Skipped

    Plugins

    Activate the Field Service with Project Management plugin (com.snc.wm_ppm) to use this feature. This plugin requires the Field Service Management plugin (com.snc.work_management) and the PPM Standard plugin (com.snc.financial_planning_pmo).