When P6 is the source provider in a master data business flow, set values and attributes for the following parameters:
- Location Filter
Use this setting to identify and select location values in P6 using Country Code, and State code. Enter multiple values in the Country Code, or State Code fields as comma-separated values. Select Add Row to enter multiple locations. Select Edit Row to change current filter criteria for selecting a location value.
- Notebook Topic Filter
Use this setting to transfer the following types of Notebook Topics in P6: EPS, Project, WBS, and Activity.
- Project Code Type Filter
Use this setting to identify and select ProjectCodeType values in P6 by using the Name field. Enter multiple values in the Name field as comma-separated values. Select Add Row to enter multiple ProjectCodeType values. Select Edit Row to change the current filter criteria for selecting a ProjectCodeType value.
- Resource Code Type Filter
Use this setting to identify and transfer ResourceCodeType values in P6 by using the Name field. Enter multiple values in the Name field as comma-separated values. Select Add Row to enter multiple ResourceCodeType values. Select Edit Row to change the current filter criteria for selecting a ResourceCodeType value.
- Activity Code Type Filter
Use this setting to identify and transfer ActivityCodeType values in P6 by using the Name field. Enter multiple values in the Name field as comma-separated values. Select Add Row to enter multiple ActivityCodeType values. Select Edit Row to change the current filter criteria for selecting an ActivityCodeType value.
- Resource Filter
Use this setting to identify and select Resource values in P6 by using the following fields: Resource Ids, and Resource Code. Enter multiple values of Resource Ids or Resource Code as comma-separated values. Select Add Row to enter multiple resource values. Select Edit Row to change the current filter criteria for selecting a resource value.
- Include Resource Hierarchy
Select this option to include the P6 resource hierarchy with the Resource objects. This information is used in the Load step of the flow.
- Role Filter
Use this setting to identify and transfer role values in P6 by using the Role Id field. Enter multiple values in the Role Ids field as comma-separated values. Select Add Row to enter multiple role values. Select Edit Row to change the current filter criteria for selecting a role value.
- Include Role Hierarchy
Select this option to include the P6 role hierarchy with the Role values in the data transfer. This information is used in the Load step of the flow.
- Calendar Filter
Use this setting to identify and transfer Global Calendar and / or Resource Calendar values in P6 by using the Name field. Enter multiple values in the Name field as comma-separated values. Select Add Row to enter multiple calendars. Select Edit Row to change the current filter criteria for selecting a calendar.
- P6 UDF Type Filter
Use this setting to select and transfer the following UDF Types: Activity, Activity Expense, Project, Resource, Resource Assignment, and WBS.
- EPS Filter
Use this setting to identify and transfer EPS values in P6. Enter multiple values for the EPS Ids field as comma-separated values. Select Add Row to enter multiple EPS values. Select Edit Row to change the current filter criteria for selecting an EPS value.
- Expense Category Filter
Use this setting to identify and transfer ExpenseCategory values in P6 by using the ExpenseCategory Names field. Enter multiple values in the ExpenseCategory Names field as comma-separated values. Select Add Row to enter multiple ExpenseCategory values. Select Edit Row to change the current filter criteria for selecting an ExpenseCategory value.
- WBS Category Filter
Use this setting to identify and transfer WBSCategory values in P6 by using the WBSCategory Names field. Enter multiple values for the WBSCategory Names field as comma-separated values. Select Add Row to enter multiple filter criteria for selecting WBSCategory values. Select Edit Row to change the current filter criteria for selecting a WBSCategory value.
When P6 is the destination provider in a master data business flow, set values and attributes for the following parameters:
- Resource Destination
Use this setting to specify the location of the Resource objects imported into P6.
- Calculate Cost from Units
Use this setting to determine whether to calculate costs from the units. This information is used in the Save step of the flow.
- Auto Compute Actuals
Select this setting if you want the actuals to be auto-computed in P6. This information is used in the Save step of the flow.
- Role Destination
Use this setting to specify the location of the role objects imported into P6. This information is used in the Save step of the flow.
- Save data to P6 if there are errors
Use this setting to determine whether to save the imported data in P6 with errors. This information is used in the Save step of the flow.
- Delete data that no longer exists in the source application?
Use this setting to determine whether data that no longer exists in the source application is to be deleted in the destination application. This parameter must be used in conjunction with the Compare flag selected in the Business Flow wizard.
Note: When you run a project data flow, it will delete only project level data in a business flow, but not the master data. This will prevent you from deleting master data elements such as resources, roles etc., that may be used in another project. However, if used in a master data flow, it will delete all relevant objects and fields.
- Only delete data that has been linked previously with the source application?
To use this parameter, you must also select the parameter, Delete data that no longer exists in the source application? During a synchronization, when the data is compared between the source and the destination application, data that has been added only in the destination application will not be deleted. However, if you deleted source data that was previously synced in the destination application, it will also be deleted from the destination application.