Use the User-Defined Fields screen to choose the available Project, WBS, Activity, Resource, and Resource Assignment user-defined fields (UDFs) to be extracted from P6 EPPM and loaded into Primavera Data Warehouse. Primavera Data Warehouse supports the following user-defined fields data types:
- Cost
- Numeric
- Integer
- Date
- Text
- Indicator
Notes:
- Numeric and Integer data type UDFs are displayed in the 'Non-Cost' folders in the Configuration Utility.
- 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 220 UDFs for each supported level (Project, WBS, Activity, Resource, and Resource Assignment) and data type (Cost, Non-Cost, Date, and Text). The limit for indicator-type UDFs for each level is 40. For example, you can select a total of 220 Text UDFs that includes Project Text UDFs, WBS Text UDFs, Activity Text UDFs.
On the User-Defined Fields screen, the Available list box (on the left) shows the available Project, WBS, Activity, Resource, and Resource Assignment UDFs that can be extracted from P6 EPPM and loaded into Primavera Data Warehouse. The Selected list box (on the right) shows the list of selected Project, WBS, Activity, Resource, and Resource Assignment UDFs that have been selected to be extracted from P6 EPPM and loaded into Primavera Data Warehouse. If this is your first time running the Configuration Utility, the Selected list box is empty.
To configure P6 EPPM UDFs for Primavera Data Warehouse, complete the following steps:
- In the Available list box, select the UDFs you want to extract.
- Click the > button (located between the two list boxes).
- Repeat these steps for each UDF you want to extract.
- Once you have selected all the required UDFs, click Next.
The Configuration Utility proceeds to the next step. See Finishing the Configuration Utility to continue the configuration process.
Addition Information on UDFs
- To deselect a UDF, select the UDF in the Selected list box and click the < button.
- The Selected list box contains an additional column. The ID column determines the placement of the selected UDF level (Project, WBS, Activity, Resource, and Resource Assignment) and data type (Cost, Non-Cost, Date, and Text) within the Primavera Data Warehouse UDF table.
- If you need to add additional UDFs, you can run the Configuration Utility at any time.
- Primavera Analytics imposes an upper limit of 100 UDFs for each type (Text, Date, Integer, Cost) and subject area (Activity, Project, Resource, Resource Assignment, WBS), with the exception of Indicator type UDFs, which have a limit of 20. Codes are limited to 200 for each subject area (Activity, Project, Resource). If you need to exceed these limits, you must configure the .rpd file accordingly. For details, see https://blogs.oracle.com/P6Analytics/entry/how_to_add_more_than.