Configuring P6 EPPM History Settings for Primavera Data Warehouse

To capture and store historical data from P6 EPPM in Primavera Data Warehouse, configure the history settings as follows:

  1. Configure P6 EPPM to specify the History Level and History Interval for each project:
    1. Sign in into P6 with a user that has the Edit Project Details Except Cost/Financials privilege.
    2. Click Projects.
    3. On the Projects navigation bar, click EPS.
    4. On the EPS page:
      1. Select a project.
      2. From the Actions menu and select Set Project Preferences.
    5. In the Project Preferences pane, click Analytics.
    6. On the Analytics page:
      1. Select one of the following History Level settings:
      • None (default)
      • Project
      • WBS
      • Activity (Daily)
      • Activity (Weekly)
      • Activity (Monthly)
      1. Select one of the following History Interval settings:
      • Month (default)
      • Week
      • Quarter
      • Year
      • Financial Period
      1. Select one of the following Data Warehouse Update Frequency settings:
      • Scheduled
      • Immediate
    7. Click Save or Save and Close.

      Note: If you select Activity (Daily) as the History Level, the History Interval for Activity and Resource Assignment history is automatically set to Daily. The History Interval will also match Activity (Weekly) and Activity (Monthly) if either are selected, setting Resource Assignment history to Weekly and Monthly, respectively. Use caution when selecting which projects you choose to have daily history captures as this can affect the amount of time and the volume of data processed when running the STARETL process. You still need to set the history interval level when selecting Activity level history, which will apply to project and WBS-level history only.

  2. Publish the project data using the publication services in both P6 EPPM and Primavera Unifier.
  3. Run the STARETL process at the lowest time interval for which history is being captured:
    1. Go to <PDW Install Folder>\star\etl_homes\staretl<id>.
    2. Run staretl.bat (with Windows) or staretl.sh (with UNIX or Linux).

Related Topics

Installing P6 EPPM and Primavera Unifier

Configuring and Running P6 EPPM Publication Services

Using Slowly Changing Dimensions and Daily Snapshot Fact Tables for P6 EPPM Data

Using Burn Down for P6 EPPM Data

Using Work Planning for P6 EPPM Data

Using Graded Approach to Schedule Adherence

Using Location Data



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Last Published Friday, October 1, 2021