EPM Pulse for Project Online does not work with your data directly, it works with data snapshots instead, because Project Online does not allow to build reports against “live” data with a reasonable performance.
EPM Pulse performs data synchronization on a daily basis by default, however, the schedule is adjustable and allows you to set up to 10 data synchronizations per day.
User account that is used for Data Synchronization, should meet the following requirements:
Please note that permission changes performed in the PWA to the user account that is used as Sync Account are not applied instantly. It is highly recommended to wait for 1-5 minutes after adding the sync account to the required group. To verify if the sync account has necessary permissions, please navigate to Data Management:
Please refresh the page, to eliminate the warning ‘Unable to load data from Project Online - Sync Account does not have permissions to perform data synchronization. Read more and Update Connection’.
In order to setup Data Synchronization Schedule:
EPM Pulse also allows to trigger synchronization manually in case you need the most recent data right now.
In order to trigger synchronization manually:
In order to perform data synchronization EPM Pulse uses one of the accounts with administrative access rights from your PWA.
By default EPM Pulse uses an account of a user who installed EPM Pulse application to PWA. You can change the account if needed (e.g. user was removed\disabled, access rights were changed, etc.).
To refresh or change the account perform the following:
Please note that each time you set up an account (on installation of the app or manually), EPM Pulse will be granted with access to PWA reporting for 3 months. If a user, whose account is designated as a sync account, visits the EPM Pulse during these 3 months, then sync account will be updated automatically, otherwise you will need to update it manually following the instructions above.
NOTE: User Synchronization is available in a full license only.
User Synchronization is performed as part of the Data Synchronization process, therefore, for correct User Sync, synchronization account should have access to each of the groups that are defined in the User Management section for each of EPM Pulse roles.
I.e. this user account should be either a group member or group owner or “Group Settings” should be set to Everyone:
By default EPM Pulse performs synchronization using an account of a user who installed EPM Pulse application to the PWA.
NOTE: When you assign EPM Pulse role to a group user, all users assigned to the corresponding group will be automatically added to User Management after the data synchronization.
In case the number of users in the group exceeds the number of users allowed by license, EPM Pulse will continue functioning, but with a notification about license violation.
To remove notifications unassign some users or groups to match the license limits and run synchronization again.