Configuring P6 EPPM UDFs for each Data Source

To extract and load a subset of P6 EPPM user-defined codes (UDFs) to Primavera Data Warehouse:

  1. Sign in to Primavera Analytics Administration Web Application:

    http://<host>:<port>/p6rdb

  2. In the sidebar, select icon Status.
  3. In the All list, select staretl<id> or a <custom name for data source>.
  4. In the left pane, select icon UDFs.
  5. Select any of the following tabs to migrate the following UDFs to Primavera Data Warehouse for the selected data source:
    • Activity
    • Project
    • Resource Assignment
    • Resource
    • WBS

    For example, select Project. Activity, Resource, Resource Assignment, and WBS level UDFs from P6 EPPM to migrate to Primavera Data WarehousePrimavera Data Warehouse supports Cost, Date, Non-Cost, Text, and Indicator UDF types.

  6. Select any of the following tabs to migrate a UDF type. The following UDF types are supported:
    • Cost
    • Date
    • Non-Cost

      Number and Integer UDF types are displayed in the 'Non-Cost' folders.

    • Text
    • Indicator

      For additional information on configuring Indicator UDFs in OBI, see http://blogs.oracle.com/P6Analytics/entry/indicator_type_udfs_part_2.

      Notes:

      • Formula-driven UDF values are not brought over during the STARETL process. The calculated UDFs can be selected as columns but the values will be null in the Primavera Data Warehouse database.
      • Primavera Data Warehouse has a limit of approximately 220 UDFs for each supported level (Project, WBS, Activity, Resource, and Resource Assignment) and data type (Cost limit is 220, Non-Cost limit is 220, and a combination comprising Date, Text, and Integer of 220). The limit for Indicator type UDFs for each level is 40. For example, you can select a total of 220 UDFs that includes Project Cost UDFs, WBS Cost UDFs, Activity Cost UDFs.
      • By default, Primavera Analytics exposes only the UDFs that have been enabled through the File System-based Configuration utility or Primavera Analytics Web Administration Application.
  7. To select a UDF to be migrated to Primavera Data Warehouse:
    1. In the Available UDFs list, select a UDF from P6 EPPM.
    2. Select the right-arrow button.
  8. To deselect a UDF from being migrated to Primavera Data Warehouse:
    1. In the Enabled UDFs list, select the UDF from P6 EPPM.
    2. Select the left-arrow left-arrow-button.
  9. Select Save Changes.

Related Topics

Configuring Settings for P6 EPPM Data Source

Adding Additional Financial Periods


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Last Published Friday, October 1, 2021