Note: This section is relevant only if you selected either Sub-Items or Either Phases or Sub-Items as your mapping mode in Step 3: Entering Defaults Information.
This section describes how you can enter mapping definitions for the Update operation in Phases Mode. Update mapping involves selecting a P6 project field, project code, or spreadsheet field and matching it to a PPM category.
From the Phases Mode Publish step, click Next.
To map a P6 project field:
- In the Project Fields tab, double-click in the P6 Project Fields column to select the P6 project field you would like to map to PPM.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every project field you want to map.
- To remove previously defined mapping, select the project field or a category from the list and click Remove.
To map a P6 project code:
- In the Project Codes tab, double-click in the P6 Project Codes column to select the P6 project code you would like to map to a PPM category.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every project code you want to map.
- To remove previously defined mapping, select the project code or a category from the list and click Remove.
To map a P6 project level spreadsheet field:
- In the Project Spreadsheets tab, double-click in the P6 Spreadsheet Fields column to select the P6 project-level spreadsheet field you would like to map to a PPM category.
- To filter the spreadsheet, double-click in the Filter column, or select the cell and click Edit. All spreadsheet fields can be filtered by Period.
Additionally, some fields can be filtered by Activities
.
Open the Summarize drop-down list and select By Resource to filter by Resource, or select By Role to filter by Role. If you selected By Resource, the Resource Field drop-down list will appear, allowing you to select from Built-in and User-defined resource fields and a particular value for the selected field
.
If you selected ByRole, the Role drop-down list will appear, allowing to select a role to filter by.
For example, assuming you select a resource field called Actual Cost and filter it by defining the Period as
year, the Year as2008, the Resource Field asindicator1and the Value asyellow.The result is the value $5,126.36. It reflects the filtering specifications as performed on the P6 spreadsheet.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every P6 spreadsheet field you want to map.
- To remove previously defined mapping, select the spreadsheet field or a category from the list and click Remove.