Note: This section is relevant only if you selected either Sub-Items or Either Phases or Sub-Items as your mapping mode in Step 3: Entering Defaults Information.
This section describes how you can enter mapping definitions for the Update operation in Sub-Items Mode. Update mapping involves selecting a P6 project field, project code, spreadsheet field, or WBS field and matching it to a PPM category.
From the Sub-Items Mode Publish step, click Next.
To map a P6 project field:
- In the Project Fields tab, double-click in the P6 Project Fields column to select the P6 project field you would like to map to PPM.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every project field you want to map.
- To remove previously defined mapping, select the project field or a category from the list and click Remove.
To map a P6 project code:
- In the Project Codes tab, double-click in the P6 Project Codes column to select the P6 project code you would like to map to a PPM category.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every project code you want to map.
- To remove previously defined mapping, select the project code or a category from the list and click Remove.
To map a P6 project level spreadsheet field:
- In the Project Spreadsheets tab, double-click in the P6 Spreadsheet Fields column to select the P6 project-level spreadsheet field you would like to map to a PPM category.
- To filter the spreadsheet, double-click in the Filter column, or select the cell and click Edit. All spreadsheet fields can be filtered by Period. Additionally, some fields can be filtered by Activities. Open the Summarize drop-down list and select By Resource to filter by Resource, or select By Role to filter by Role. If you selected By Resource, the Resource Field drop-down list will appear, allowing you to select from Built-in and User-defined resource fields and a particular value for the selected field. If you selected ByRole, the Role drop-down list will appear, allowing to select a role to filter by.
For example, assuming you select a resource field called Actual Cost and filter it by defining the Period as
year, the Year as2008, the Resource Field asindicator1and the Value asyellow.The result is the value $5,126.36. It reflects the filtering specifications as performed on the P6 spreadsheet.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every P6 project-level spreadsheet field you want to map.
- To remove previously defined mapping, select the project-level spreadsheet field or category from the list and click Remove.
To map a P6 WBS field:
- In the WBS Fields tab, double-click in the P6 WBS Fields column to select the P6 WBS field you would like to map to a PPM category.
- Double-click in the Primavera Portfolio Management Categories column to select the corresponding PPM category.
- Repeat this process for every P6 WBS field you want to map.
- To remove previously defined mapping, select the WBS field or category from the list and click Remove.
To map a P6 WBS level spreadsheet field:
- In the WBS Spreadsheets tab, double-click in the P6 Spreadsheet Fields column to select the P6 WBS-level spreadsheet field you would like to map to a <0P_ProdName_PPM_Web> category.
- To filter the spreadsheet, double-click in the Filter column, or select the cell and click Edit. All WBS level spreadsheet fields can be filtered by Period only. It is not possible to filter the WBS level spreadsheet fields by types of Activities, which is why the Summarize drop-down is grayed out.
- Double-click in the PPM Categories column to select the corresponding PPM category.
- Repeat this process for every P6 WBS-level spreadsheet field you want to map.
- To remove previously defined mapping, select the WBS-level spreadsheet field or category from the list and click Remove.