Configuring Primavera Cloud UDFs for Each Data Source

To extract and load a subset of Primavera Cloud user-defined fields (UDFs):

  1. Sign in to Analytics Administration application:

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

  2. In the sidebar, select icon Status.
  3. In the All list, select staretl<id> or a <custom name for data source>.
  4. In the left pane, select icon UDFs.
  5. Select any of the following tabs to migrate the corresponding UDFs for the selected data source:
    • Activity
    • Project
  6. Select any of the following sub-tabs to migrate a UDF type:
    • Cost
    • Date
    • Non-Cost: Number and Integer UDF types are displayed in the 'Non-Cost' folders.
    • Text
      • Notes:
      • A maximum of 200 UDFs is supported for each area (Project, Activity) and data type.
      • By default, only those UDFs that have been enabled through Primavera Analytics Administration application are exposed.
  7. To select a UDF to be migrated:
    1. In the Available UDFs list, select a Primavera Cloud UDF you want to enable.
    2. Select Move Right.
  8. To deselect a UDF from being migrated:
    1. In the Enabled UDFs list, select the UDF you want to remove.
    2. Select left-arrow-button Move Left.
  9. Select Save Changes.

Related Topics

Configuration Settings for Primavera Cloud Data Source

Configuring Primavera Cloud Codes for Each Data Source

Connecting to Primavera Cloud Data Service


Last Published Friday, July 5, 2024