Configuring P6 EPPM UDFs for each Data Source

To extract and load a subset of P6 EPPM user-defined fields (UDFs):

  1. Sign in to Primavera Analytics Administration application:

    http://<host>:<port>/p6rdb

  2. In the sidebar, select icon Status.
  3. In the All list, select staretl<id> or a P6 <custom name for data source>.
  4. In the left pane, select icon UDFs.
  5. Select any of the following tabs to migrate the following UDFs to Primavera Data Warehouse for the selected data source:
    • Project
    • Activity
    • Resource Assignment
    • Resource
    • WBS

  6. Select any of the following tabs to migrate a UDF type. The following UDF types are supported:
    • Cost
    • Date
    • Non-Cost

      Number and Integer UDF types are displayed in the 'Non-Cost' folders.

    • Text
    • Indicator

      For additional information on configuring Indicator UDFs, see http://blogs.oracle.com/P6Analytics/entry/indicator_type_udfs_part_2.

      Notes:

      • Formula-driven UDF values are not brought over during the STARETL process. The calculated UDFs can be selected as columns but the values will be null in the Primavera Data Warehouse database.
      • Primavera Data Warehouse has 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). 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, Primavera Analytics exposes only the UDFs that have been enabled in Primavera Analytics Administration application.
  7. To select a UDF to be migrated to Primavera Data Warehouse:
    1. In the Available UDFs list, select a UDF from P6 EPPM.
    2. Select Move Right.
  8. To deselect a UDF from being migrated:
    1. In the Enabled UDFs list, select the UDF from P6 EPPM.
    2. Select left-arrow-button Move Left.
  9. Select Save

Related Topics

Configuration Settings for P6 EPPM Data Source

Configuring P6 Codes for each Data Source

Adding Additional Financial Periods



Last Published Friday, July 5, 2024