Transferring Data from File Provider in CSV Format to P6: Example

This example demonstrates how to use Gateway File Provider and synchronize data in CSV file format to P6. This synchronization will create an EPS with a new project containing WBS, Activities, and Resource Assignments. Data from the following csv files will be transferred to P6.

The Role-Resource-ResourceRole-Rates-EPS Example.csv contains:

• An EPS object, with an ID, EPS1.
• A Role object containing a hierarchy of roles.
• A Resource object, containing a hierarchy of resources.
• A ResourceRole object containing a list of roles mapped to resources.
• A ResourceRate object containing a list of resource rates associated with each resource.

The Project-WBS-Activity-ResAssignment Example.csv contains:

• A Project object linked to an EPS.
• A WBS object linked to a project.
• An Activity object linked to a WBS.
• An Activity object containing multiple activities defined for the project.
• A ResourceAssignment object, containing a list of resources assigned to activities in the project.

Prerequisites

• Install Gateway selecting File and P6 Providers
• Install P6 EPPM
• Go to Oracle Support and view Doc ID: 2269778.1.
• Download and unzip UsingCSVFormat.zip locally.

  The zip includes:

  • Two CSV format files:

    Role-Resource-ResourceRole-Rates-EPS Example.csv

    Project-WBS-Activity-ResAssignment Example.csv

  • SampleCSVSetup.zip which contains the metadata files for deployments, templates, business flows, and synchronizations

Setting Up Gateway for Synchronization

1. Sign in to Gateway as an administrator or developer.
2. In the sidebar, select Configuration.
3. Select the Import/Export tab.
4. In the Import Configuration Data section, browse to SampleCSVSetup.zip, and then select Import.

   A success message displays: 'SampleCSVSetup.zip was successfully added to Gateway.

5. Select the Deployments tab.
   1. Select Example P6 Deployment and then select Edit.
   2. In the General step of the Deployment wizard, select Next.
   3. In the Deployment step:
      1. In the User Name field, update the name of the P6 user.
      2. In the Password field, update the password for the P6 user.
      3. In the Endpoint field, enter the P6 URL in the format, http://<host>:<port>/p6ws/services/SyncServiceV1
6. Select Save.

Synchronizing Data in Gateway

Run two separate synchronizations from File to P6 as follows:

1. In the sidebar, select Synchronization.
2. Run the synchronization, File-P6 Resource Role ResRoles Rates EPS Example as follows:
   1. In the Synchronization Name column, select File-P6 Resource Role ResRoles Rates EPS Example.
   2. Select Edit....

      The synchronization wizard displays.

   3. In the Flow & Deployments step, select Next.
   4. In the Parameters step:
      1. In the File Name field, select: Role-Resource-ResourceRole-Rates-EPS Example.csv
      2. Select Save.
   5. Select Run.
3. Run the synchronization, Project-WBS-Activity-ResAssignment Example.csv as follows:
   1. In the Synchronization Name column, select File-P6 Project WBS Activity Assignments Example.
   2. Select Edit....
   3. In the Flow & Deployments step of the Synchronization wizard, select Next.
   4. In the Parameters step:
      1. In the File Name field, select the csv file, P6 : Project-WBS-Activity-ResAssignment Example.csv.
      2. Select Save.
   5. Select Run.

Verify Transferred Data in P6

1. Sign in to P6.
2. Select Projects and then select EPS.
3. Expand EPS1 - EPS Example.

   A new EPS with ID, EPS1, has been created with a new project containing WBS, activities, and resource assignments.

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Last Published Thursday, October 6, 2022