Creating History Data for P6 EPPM

P6 EPPM provides the ability choose the level (Project, WBS, Activity) and interval (Yearly, Quarterly, Monthly, Daily) of history data to be captured and stored in the data warehouse. The activity level includes Daily, Weekly, and Monthly options. In P6, you can define history level and interval settings on a per project basis. Use P6 to configure the type of data stored in Primavera Analytics and in what time interval.

To configure history settings:

Sign in to P6.
Note: A user must have the Edit Project Details Except Cost/Financials profile to edit the history settings.
Click Projects.
On the Projects navigation bar, click EPS.
On the EPS page:
1. Select a project.
2. From the Actions menu, select Set Project Preferences.
In the Project Preferences pane, click Analytics.
On the Analytics page:
1. Select the History Level and History Interval settings.
  You can choose one of the following for History Level:
  - None (the default)
  - Project
  - WBS
  - Activity (Daily)
  - Activity (Weekly)
  - Activity (Monthly)
  You can choose one of the following for History Interval:
  - Month (the default)
  - Week
  - Quarter
  - Year
  - Financial Period
2. Click Save to continue working or click Save and Close if you are finished.
  Note: If you select Activity (Daily) or Activity (Weekly) or Activity (Monthly) as the History Level, this will automatically set the History Interval for Activity and Resource Assignment history to the corresponding activity time interval. Use caution when selecting which projects you choose to have daily history captures as this can affect the amount of time and the volume of data processed when running the ETL process. You still need to set the history interval level when selecting Activity level history, which will apply to project and WBS-level history only.
Run the publication services to publish the changes you made.

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