Configure a job service (P6 Professional Only)

You can use the Job Service to automatically apply actuals, run a batch report, export projects, schedule projects, or summarize projects at regularly scheduled intervals.

  1. Choose Tools, Job Services.
  2. Click Add.
  3. In the Job Name field, type a brief job description.
  4. In the Status field, select Enabled to activate this job.

    You can prevent a job from being run by changing this selection to Disabled at any time.
  5. In the Service Type field, select Apply Actuals, Batch Reports, Export, Schedule, or Summarize.

    The date the service was last run appears (if applicable), as well as the date the next run is scheduled to occur.
  6. Click the Job Details tab to schedule how often to run the job.

    The Application User Login Name field displays the user login name associated with this job. Be sure that this user has appropriate rights to perform the job.

    The Last Run Status field shows a status message from the last job run. The message "OK" displays if the job ran without errors.

    In the Run Job field, choose when to run the job, such as every week/2weeks/month at a specific time, or immediately after a previous job has completed.

    You can mark the Log to File checkbox to send log information on the current job to a file you specify.
  7. For Apply Actuals jobs, click the Job Options tab and add each project/EPS node that you want to apply actuals to in the selected job. To remove a project/EPS node from a job, select it and click Remove. Mark the checkbox for the project you want to use as the Default Project. If the project you want to select as the default is not listed because it is part of an EPS node you have listed, you must add the project separately to the list. Select the date up to which you want to apply the open project's actuals. A new data date is used for all projects when actuals are applied. Click Browse to select a new date.

    For Batch Reports jobs, click the Job Options tab and add each project/EPS node for which you want to run the batch report. Project batch reports will only run for the project to which they are assigned. To remove a project/EPS node from the job, select it and click Remove. In the Batch Report field, click to select the batch report you want the job service to run. To specify where to send the output of the batch report, click Send Report To.

    For Export jobs, click the Job Options tab and add each project/EPS node that you want to export in the selected job. In the Export To field, click to specify the name and location for the export file. To remove a project/EPS node from a job, select it and click Remove.

    For Schedule jobs, click the Job Options tab and add each project/EPS node that you want to schedule in the selected job. Mark the checkbox for the project you want to use as the Default Project. If the project you want to select as the default is not listed because it is part of an EPS node you have listed, you must add the project separately to the list. To remove a project/EPS node from a job, select it and click Remove.

    For Summarize jobs, click the Job Options tab and add each project/EPS node that you want to summarize in the selected job. To remove a project/EPS node from a job, select it and click Remove.

Notes

Related Topics

Automating processes with Job Services (P6 Professional Only)



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Last Published Thursday, January 12, 2023