Use the following sequence as a guideline to create a new business flow:
Note: Use the notes you compiled while Completing Preliminary Checks.
- Add the objects and fields that are currently not supported as follows:
- In Primavera Cloud, and P6 data dictionaries, add the new fields to the relevant business objects.
For more details, see Editing Objects and Fields in Data Dictionaries.
- In the Gateway data dictionary, add new fields to support the corresponding new fields added in the previous step as follows:
- Edit a business object or
- Add a new Gateway business object
For more details, see Adding Objects and Fields to Data Dictionaries.
- In Primavera Cloud, and P6 data dictionaries, add the new fields to the relevant business objects.
- Create or modify field mapping templates to support the objects and fields using any of the following methods:
- Adding new fields to a current field mapping template or
- Add a new field mapping template entirely
For more details, see Adding or Editing Field Mapping Templates.
- Create a new business flow using any of the following methods:
- Copy an existing business flow and modify to include all the components created in the previous steps. For more details, see Copying Business Flows.
- Add a new business flow. For more details, see Adding Business Flows.
The following sections provide a comprehensive list of features and tasks that can performed with data dictionaries and business flows. For more details, refer to the corresponding section.