Configuring User-Defined Codes for P6 EPPM Data Source

To extract and load a subset of P6 EPPM user-defined codes (UDFs) to CIC Analytics:

Sign in to CIC Analytics Administration Web Application:
http://<host>:<port>/p6rdb
In the sidebar, select Status.
In the All list, select staretl<id> or a <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:
- Activity
- Project
- Resource Assignment
- Resource
- WBS
For example, select Project, Activity, Resource, Resource Assignment, and WBS level UDFs from P6 EPPM.
Select any of the following tabs to migrate a UDF type. The following UDF types are supported:
- 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 the values will be null.
  - 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.
  - By default, CIC Analytics exposes only the UDFs that have been enabled through the administration application.
To select a UDF to be migrated to CIC Analytics:
1. In the Available UDFs list, select a UDF from P6 EPPM.
2. Click the right-arrow .
To deselect a UDF from being migrated to CIC Analytics:
1. In the Enabled UDFs list, select the UDF from P6 EPPM.
2. Click the left-arrow .
Select Save Changes.

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