Setting Up Cost Sheet Data for Analytics
You can select the Cost Sheet column data that you want to use for analyses.
To set up cost sheet data for Primavera Analytics:
- Sign in to Unifier with administration privileges.
- In the navigation pane, select Analytics.
- Select Cost Sheet and then click Open.
- In the Data Mapping-Columns tab of the Cost Sheet Setup window, specify the following information:
- In the top section, for each Cost Sheet Analytics field listed in the Name column, select a corresponding Cost Sheet Data Source defined in Unifier. Data sources are classified as Single Sources and Logical Sources.
- In the User Defined Columns section,
- In the Data Source column, select a data source for each User Defined Column.
The P6 data sources are included under the Single Sources, and the element is included within the parenthesis of the P6 Data Source. For example, Current Baseline (Planned Cost).
In addition to the predefined list displayed, you can add up to 10 additional mappings for the Cost Sheet data sources.
You can pick the same data source for multiple fields.
- In the Label field, modify the label according to your business need. By default, the label is populated with the data source name.
A red-color asterisk (*/star symbol) appears for the columns that are mapped to a data source.
- In the Data Source column, select a data source for each User Defined Column.
- In the Data Mapping-Cost Attributes tab of the Cost Sheet Setup window, click Add.
- In the Add User Defined Attribute window, enter the following information:
- The Data Type field displays String by default.
If the Data Type field is String, then the field is a dimension object in Primavera Analytics. Otherwise, the field is a fact object.
- In the Name field, select a User Defined String Field 1 through 20.
- In the Data Source field select the Data Elements (DEs) from the Cost Code Attributes Detail Form. Only DEs with the String type Data Definitions (DDs) are displayed in the Data Source field. The String type DDs in the list are:
- Text Box
- Multiple Text Lines
- Pull-Down Menu
- Radio Buttons
- Multi-select Input
- In the Label field, modify the label name as per your business needs. By default displays the Data Source field value selected in the previous field.
- Click OK.
- The Data Type field displays String by default.
- In the Add User Defined Attribute window, enter the following information:
- Click Apply and then click OK.
For more details, see the Primavera Unifier General Administration Guide.
Related Topics
Configuring Primavera Unifier for Primavera Analytics
Configuring and Running Primavera Unifier Publication Services
Creating History Data for Primavera Unifier
Setting Up Business Processes for Analytics
Setting Up Cash Flow Data for Analytics
Setting Up Generic Cost Sheet Data for Analytics
Setting Up P6 Summary Sheets Data for Analytics
Setting Up Shell Data for Analytics
Setting Up Space Manager Data for Analytics
Setting Up Vendor Data for Analytics
Last Published Friday, July 5, 2024