Adding a Proposed Budget Field in the P6 EPPM Data Dictionary

To ensure proposed budget values are transferred correctly to P6 EPPM, you will add a new Proposed Budget field to the Project business object in the P6 data dictionary and the field mapping template in Gateway as follows:

1. Sign in to Gateway as an administrator or user.
2. Add the Proposed Budget field to the P6 EPPM data dictionary as follows:
   1. In the sidebar, select Data Dictionary, and then select P6.
   2. Select the Project business object, and then select Edit....
   3. In the General step of the Edit Object and Fields wizard, select Next.
   4. In the Fields step:
      1. In the Field Name column, select ProposedBudget and then select Edit.
      2. In the Confirmation dialog box, select Confirm.
      3. In the Field Name in P6 field, enter Proposed Budget and then select Update.
         • Note: Ensure you include a space between the words, "Proposed" and "Budget".
      4. Select Save and exit the wizard.
3. Confirm the mapping for the Proposed Budget field exists in the underlying field mapping template as follows:
   1. In the sidebar, select Configuration, and then select the Customization tab.
   2. From the Field Mapping Templates list, select Project.
   3. In the Field Mapping Name column, select Synchronize Proposed Budget & Plan Dates from Primavera Cloud, and then select Edit....
   4. In the General step of the Edit Template wizard, select Next.
   5. In the Criteria step, select ProposedBudget (Double) from the Primavera Cloud: Project, Gateway:Project, and P6:Project lists.
   6. Select Save and exit the wizard.
      • Note: If the ProposedBudget (Double) field does not exist in the template, repeat Step 3, and select Add... to add this field to the mapping template.

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Last Published Monday, November 8, 2021