---
title: "Set up and maintain sync with external execution tools"
url: "https://help.altus.pro/de/article/set-up-and-maintain-sync-with-external-execution-tools"
language: "de"
last_updated: "2026-05-28T04:51:04.562Z"
---

# Set up and maintain sync with external execution tools

The **External Execution Tools** configuration allows organisations to integrate Altus with external scheduling and execution tools (e.g. Microsoft Project, Planner, Azure DevOps, Jira).

Altus supports synchronisation of project-level data and metadata with external systems, enabling visibility and alignment across delivery tools.

Altus is **scheduling tool-agnostic**, allowing organisations to select the most appropriate execution tool for different project types. [\[docs.altus.pro\]](https://docs.altus.pro/products/AltusPPM/AsBuilt/Overview/External-Execution-Tools.html)

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## Important: Permissions Required

This task is available to users with **administrative access to Settings in Altus**.

-   If you do not see the required options, you may not have sufficient permissions
-   Contact your system administrator or Altus Partner for support

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## Accessing External Execution Tools

1.  Navigate to **Settings**
2.  Locate the **Project Sync** section
3.  Select **External Systems**

This area displays all configured external execution tool connections.

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## Understanding External Execution Tool Configuration

Each external system configuration defines how Altus connects to and synchronises with an external tool.

Key elements include:

-   **External System Record** – Identifies the tool (e.g. Microsoft Project, Planner)
-   **Project Sync Entity** – Defines the data structure used for sync
-   **Dataflows** – Handle data ingestion from external systems
-   **Metadata Mapping** – Controls how fields align between Altus and the external system

External execution tool synchronisation relies on **Power Platform Dataflows and supporting configuration components**. [\[docs.altus.pro\]](https://docs.altus.pro/products/AltusPPM/Integration/index.html?q=external)

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## Creating a New External System Connection

To configure a new external execution tool:

1.  Select **New**
2.  Enter required details:
3.  -   **Name** – External system name
    -   **Project Sync Entity Name** – Associated sync entity
4.  Configure any required integration or connection settings
5.  Select **Save** or **Save & Close**

> Initial setup may require configuration of dataflows and mappings depending on the tool being integrated.

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## Updating an Existing Connection

To update or adjust an existing external system sync:

1.  Select the **External System** record
2.  Review and update configuration as required
3.  Select **Save** or **Save & Close**

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## Important: Updating Connection Behaviour

Changes to an external execution tool connection may require updates beyond the External System record.

Depending on the scenario, updates may involve:

-   **Dataflows** (to adjust data ingestion or refresh logic)
-   **Dataverse tables** (supporting sync structures)
-   **Metadata mappings** (field alignment between systems)
-   **Plugin steps or sync logic**

Some changes may only require minor updates, while others may require **modification across multiple integration components**.

> For more advanced changes, support from an **Altus Partner or technical resource** is typically required.

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## How Synchronisation Works

-   Data is pulled from external systems using **scheduled dataflows**
-   Data is stored in supporting entities within Altus
-   Plugins and sync logic process and align data between systems
-   Projects can be linked to external records to enable synchronisation

External tools often act as the **source of truth for execution data**.

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## Important Considerations

-   Not all data is editable in Altus — some fields may be **read-only** when synced
-   External systems may be the **authoritative source for task and schedule updates**
-   Sync behaviour depends on configuration and integration design
-   Organisations can configure **multiple external tool connections**

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## How to Use This Feature

Use External Execution Tool sync to:

-   Integrate Altus with project delivery tools
-   Maintain a single view of **portfolio and execution data**
-   Support hybrid delivery models (Altus + external tools)
-   Enable consistent reporting across systems

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## Tips

-   Define a clear **source of truth** for project data
-   Use standard dataflow templates where available
-   Test configuration changes before enabling for active projects
-   Monitor sync behaviour and logs for alignment issues
-   See [https://docs.altus.pro/products/AltusPPM/AsBuilt/Overview/External-Execution-Tools.html](https://docs.altus.pro/products/AltusPPM/AsBuilt/Overview/External-Execution-Tools.html) for more information.