Configuring P6 UDFs for Each Data Source
To extract and load P6 EPPM user-defined fields (UDFs):
- Sign in to the CIC Administration application from the Cloud Landing page of the Primavera Administration Application provided in your Welcome email.
http://<host>:<port>/cicadmin
- In the Home menu, select a staretl<id> or a <Custom Name of a data source>.
- In the sidebar, select
Status.
- In the All list, select staretl<id> or a P6 <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:
- Project
- Activity
- Resource Assignment
- Resource
- WBS
- Select any of the following tabs to migrate specific UDF types:
- 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 with null values.
- 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) is allowed. 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, only those UDFs that have been enabled through the CIC Administration application are exposed in the subject areas.
- To select a UDF to be migrated to Primavera Data Warehouse:
- In the Available UDFs list, select a UDF from P6 EPPM.
- Select Move Right.
- To deselect a UDF from being migrated:
- In the Enabled UDFs list, select the UDF from P6 EPPM.
- Select
Move Left.
- Select Save
Related Topics
Configuring P6 EPPM Data Sources
Configuring P6 Codes for Each Data Source
Last Published Thursday, December 7, 2023