Pushing Data to Integrate Business Processes

Perform this task if you enabled and configured integration between Financials, Workforce, Projects, and Capital as described in Integration Scenarios and Workflow. As users prepare plans and forecasts, when they are ready to move data, administrators must push data using the predefined data maps.

Table 10-3 Data Maps for Integration

Integration Scenario Description/Planner Action Administrator Rule/Data Map to Run

Projects to Financials

When a planner rolls up the Projects cube (using the rules OPF_Rollup Projects and Rollup Project Cube), the data is moved to Financials.

Not required.

Projects to Capital

When a planner saves the form Project Capitalization, the data is moved to Capital.

Not required.

Projects to Workforce

When a planner runs the rule Calculate Expenses for a project with driver-based labor, the data is moved to Workforce for use in the utilization calculation.

In Workforce, the planner must run the Aggregate rule.

Not required.

Workforce to Financials

Data is moved when compensation data or non compensation data is calculated and the planner runs the Synchronize rule.

In Data Maps, select Compensation Data to Financial Statement or Non Compensation Data to Financial Statement, then Push Data, and then click Yes to confirm the option to clear the data.

Workforce provides Groovy rules for administrators to execute these data maps. See Workforce Groovy Rules.

Capital to Financials Data is moved when a planner adds an asset and runs Calculate Assets. Data is also moved when a planner transfers assets.
  • In the Configure page for Capital, select Map Capital Accounts to Financials, and then from the Actions menu, select Synchronize.

  • In Data Maps, select Financial Statement Integration, then Push Data and then click Yes to confirm the option to clear the data.

You can configure the system to push data in batches.