We recommend publishing projects before downloading them from source PWA. The reason is that projects may have two versions – Draft and Published. During the upload of projects to target PWA FluentBooks publishes them several times and if the project is in the Draft version in the source system, you will see the published version in target one. If after that you compare the projects – you may see so-called false-positive results of the comparison. To avoid this, it is recommended to perform the publish.
1. To start the wizard select the Wizards option from the File menu and then ‘Publish Projects’.
2. Step 1 – Load Projects list
Specify the PWA URL, login credentials, and select the publish options.
FluentBooks provides two ways to publish projects:
- Server-side only (PSI)
- Publish using Project Professional
If the ‘Publish using Project Professional’ option is selected, then it is also possible to enforce project recalculation by checking the "Calculate Projects" check box. If needed, you can also set the project to a specific date by selecting “Update Status Date”. If needed you can also choose to “Accept Deliverables changes”, while performing project publish.
Fix Budget Resources - this option is used when Project Tasks have assignments with Budget Resources (is ON by default). During migration, FluentBooks first saves a Project with all Resources from the Project Team as local Resources using the MS Project Professional client. Later on, during the upload process, it substitutes local Resources with Enterprise ones, if they exist in the Resource Center. The MS Project Professional client does not allow saving Budget Resources as local resources. There is specific logic in FluentBooks that allows bypassing this limitation by temporarily renaming such Resources, adding ‘1’ to the end of the Display Name, and removing it after upload is completed. This logic applies if the ‘Fix budget resource’ setting is ON.
When the Fix Budget Resources option is turned OFF, FluentBooks uses Project Professional to auto-map such Resources. However, the automatic mapping may be incorrect, causing upload failures. For projects containing Budget Resources, it is recommended to keep this option enabled.
Lock tasks option: if the checkbox is checked, the Locked task custom field value will be set to Yes, and such tasks will not be available for editing. If the checkbox is unchecked, the value will be set to No.
Unpublish tasks option: if the checkbox is checked, the Publish task custom field value will be set to Yes. If the checkbox is unchecked, the value will be set to No.
3. Click Next to start loading the Projects list.
4. Select the Projects to be published and click Next to proceed.
5. If the ‘Publish using Project Professional’ publish option was selected, then FluentBooks will request to start Project Professional, click Yes in the dialog window to confirm the start.
6. Allow the wizard some time to publish selected Projects, Log option allows viewing the log records in real-time during the publishing process.
Click Close after projects publish is complete.
7. Summary displayed after the publishing process is finished will show the list of Projects, that were published and their status.
Click Finish to close the wizard.
As the projects were published in the source PWA we may proceed to Download Projects and Project Plan Templates using 'Download Projects to FPP files' wizard