Configuring P6 UDFs for Each Data Source

To extract and load P6 EPPM user-defined fields (UDFs):

Sign in to the CIC Administration application from the Cloud Landing page of the Primavera Administration Application provided in your Welcome email.
http://<host>:<port>/cicadmin
In the Home menu, select a staretl<id> or a <Custom Name of a data source>.
In the sidebar, select Status.
In the All list, select staretl<id> or a P6 <custom name for data source>.
In the left pane, select UDFs.
Select any of the following tabs to migrate the following UDFs for the selected data source:
- Project
- Activity
- Resource Assignment
- Resource
- WBS
Select any of the following tabs to migrate specific UDF types:
- Cost
- Date
- Non-Cost
  Number and Integer UDF types are displayed in the 'Non-Cost' folders.
- Text
- Indicator
  Notes:
  - Formula-driven UDF values are not brought over during the STARETL process. The calculated UDFs can be selected as columns but with null values.
  - 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) is allowed. 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, only those UDFs that have been enabled through the CIC Administration application are exposed in the subject areas.
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  Move Right.
To deselect a UDF from being migrated:
1. In the Enabled UDFs list, select the UDF from P6 EPPM.
2. Select Move Left.
Select Save

Related Topics