The Import Progress API feature enables importing of cost and schedule progress data, reducing the manual data entry when the progress information is available in a different system.
The Import Progress API enables batch importing of progress, which can include multiple projects for Cost, Schedule, or both. The process determines whether the progress is entered into the cost system (work packages) or the schedule system (activities) as specified in the Source System to Update field on the Progress tab of the Projects form.
This table outlines the steps needed to utilize the Import Progress API.
Step |
Description |
Reference |
Set up the PM Compass Import Progress API. |
This step covers installing and setting up the PM Compass API to ensure effective utilization of the feature. |
For more information, see "Setting Up the PM Compass API" in the Deltek PM Compass API Developer Guide. |
Test your API platform using the PM Compass API Test Utility. |
You can use this utility as an alternative or complement to Postman for performing basic tests on the PM Compass API. |
For more information, see "Utilizing the PM Compass API Test Utility" in the Deltek PM Compass API Developer Guide. |
Process the imported progress entries. |
Use the Enter Progress forms to review and modify the imported progress entries as needed. If you encounter errors, you can check the status log and the API reports. Once any errors are resolved, or if you have completed your additional changes, you may proceed with submitting the workflow. |
For more information, see Processing the Import Progress Entries. |
Clear old, imported progress entries. |
PM Compass provides a script that you can use to clear out old, imported progress entries. This step is optional. |
For more information, see "Clearing Old Imported Progress Entries (Optional Step)" in the Deltek PM Compass API Developer Guide. |
Enter progress for a progress entry that is not displayed
View changes made to a progress record