Project, Activity, Resource, Resource Assignment, and WBS level User-Defined Fields (UDFs) can be migrated from P6 EPPM.
To migrate UDFs from P6 EPPMto Primavera Data Warehouse for a data source:
- Sign in to the Primavera Analytics Web Administration Application.
- In the side bar:
- Click staretl<id> for a specific data source.
- Click
UDFs.
- Select any of the following tabs to extract and load the following P6 EPPM codes to Primavera Data Warehouse:
- Activity
- Project
- Resource Assignment
- Resource
- WBS
- Select any of the following sub-tabs for the UDF being loaded:
- 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.
- To select a UDF to be migrated to Primavera Data Warehouse, complete the following steps:
- In the Available UDFs list, select the UDF.
- Click the right arrow-button.
- Select Save Changes.
- To deselect a UDF, complete the following steps:
- Click the appropriate sub-tab.
- In the Enabled UDFs list, select the UDF.
- Click the left-arrow button.
- Select Save Changes.
- Notes:
- 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.
- 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.
- By default, Primavera Analytics exposes only the UDFs that have been enabled through the Primavera Data Warehouse Configuration Utility or Primavera Analytics Administration Web Application.