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Synchronize Hierarchies from EPM to ERP

edited Dec 23, 2024 1:32PM in Reporting and Analytics for ERP 1 comment

In EPM, we have established a project hierarchy under an "All Projects" node, with dimensions assigned by department. Our goal is to ensure these hierarchies are accurately reflected in ERP to facilitate seamless data transfers and reporting.

We are looking for guidance on the following:

  • Is there an automated process or integration to import and synchronize hierarchies from EPM to ERP?
  • If not, what are the steps to set up such an integration?
  • Are manual imports supported, and what are the steps involved?
  • What specific mappings or configurations are needed between EPM and ERP?
  • Any best practices or considerations to ensure data integrity and consistency when synchronizing hierarchies?

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