Setting Up Business Processes for Analytics

You can select the business process data you want to use in Primavera Analytics.

To select business processes:

Sign in to Unifier with administration privileges.
In the navigation pane, select Analytics.
In the Name column, select Business Processes and then click Open.
In the Business Process Setup window, click Add.
In the Select Business Processes for Analytics window, select as many business processes you want to include for analysis and then click OK.
In the Business Processes tab, deselect Track History of Data Elements? option if you decide not to track the history of facts and dimensions for each business process.
In the Custom Fields tab, set the number of user-defined string, date, and numeric fields for Main Form Elements and Line Item Elements for Data Mapping.
Specify values in each field to set the number of user-defined fields for Data Mapping. The default values displayed are based on the existing user-defined fields limit that is currently set in Unifier. The total number of Main Form custom fields cannot exceed 900. Similarly, the total number of Line Item custom fields cannot exceed 900.

When entering values in the fields, use numeric values, do not use decimal points, and use numbers greater than the default values.
In the Data Mapping tab, map the fields or modify the field mapping from the Upper and Detail forms.
1. In the Data Source column of the top section, select a Unifier Data Element (DE) for each predefined Analytics business process field that appears in the Main form or as a line item in the Detail form.
  For example, if there are ten upper forms from all the business processes, and each upper form has 10 DEs, then the drop-down list displays a consolidated unique list of DEs from all the business processes.
  
  For example, if there are twenty Detail forms, and each Detail form has 10 DEs, then the drop-down list displays a consolidated unique list of DEs from the detail forms of all the business processes.
  
  The fields in the drop-down list are those that have a matching Data Definition (DD) as the Name field, in the format<DE Label>(<DE Name>). For example, Department(contract_department).
  
  Notes:
  - The workflow data (Steps and tasks), related to any Workflow BP, is also sent to Analytics.
  - The data element of type Rich Text is not available to be mapped to the UDFs from Analytics.
2. In the User Defined Attributes section, click Add to add custom fields in addition to the system-defined fields.
  Specify values for the following properties of the attribute and click OK:
  - Data Type: Select the data type of the attribute as any one of the following: String (default), Date, Numeric
  - Source: Select the data source as Main Form or Details Form.
  - Name: Select the user defined string to be associated with the name. You can add up to 100 names (User Defined String Fields 1 - 100)
  - Data Source: Select the data source to be associated with the custom field.
  - Label: Defaults to the data element label selected in the Data Source list. Modify the label if necessary.
    To modify a user-defined attribute, select the attribute and then click Modify.
    
    To remove a user-defined attribute, select the attribute, and then click Remove.
    
    Notes:
    - Analytics displays the value, if the label is absent.
    - Analytics displays the label, which has the Value/Label pair, in the case of Data Elements (DEs).
Click Apply and then click OK.

For more details, see the Primavera Unifier General Administration Guide.

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