Consider the following Sample to P6 scenario:
The IT Department wants to transfer all roles in Sample to P6 with the exception of software development roles which must be assigned to Resources in P6. However, the default out-of-the-box mapping only supports a 1-1 Role relationship between Sample and P6. To accomplish the department's objective, you will need to:
- Define a new object mapping between Role object in Sample and the Resource object in P6 and
- Set up a business flow that can be used to run a synchronization to convert Roles to Resources conditionally in Primavera Gateway.
The following table illustrates the difference in the object mappings with each method:
Object Mapping Method | Sample | Gateway | P6 |
|---|---|---|---|
Out-of-the-box Mapping | Role | Role | Role |
Flexible Object Mapping | Role | Resource | Resource |
Implement this new object mapping by completing the following tasks:
- Adding a New Cross-Reference Key for Flexible Object Mapping: Example and go to step 3
or
Customization XML File for Flexible Object Mapping: Example and go to step 2
- Importing a Customization File: Example
- Adding Field Mapping Templates for Flexible Object Mapping: Example
- Adding a Business Flow for Flexible Object Mapping: Example