Configuring P6 Connection

Before scheduling ingestion runs for P6 data, you will need to select codes, User Defined Fields (UDF)s, configure P6 settings and select an ingestion schedule.

Note:

This topic is applicable only if your organization has purchased the Construction and Engineering Analytics module.

Configuring Codes

  1. From the " " Navigation Menu, select Administration, then Data Management.
  2. On the Data Source page, from the Actions Menu associated with the P6 connection, select Edit.
  3. From the Edit P6 Connection page, click Start.
  4. On the Codes page, click Add Code and select Project Code, Activity Code, or Resource Code.
  5. From the Add Project Codes, Add Activity Codes, or Add Resource Codes drawer, select the codes you want to add and click Add.
    • You can search for a specific code using the search bar.
    • Use the Move Up and Move Down buttons to change the order of the codes.
    • Use the Remove button to remove codes.
  6. Click Continue to move to the next step in the workflow to add User Defined fields.

Selecting User Defined Fields

On the User Defined Fields page, you can select the User Defined Fields (UDF) you want to include.
  1. From the User Defined Fields page, select a tab:
    • Project Activity
    • Resource Assignment
    • Resource
    • WBS
  2. Click " "Add UDF, and select the UDF type you want to include: Cost, Date, Text, Indicator, or Number.
    • You can search for a specific UDF using the search bar.
    • Use the Move Up and Move Down buttons to change the order of the UDF.
    • Use the Remove button to remove UDFs.
  3. Select the UDF you want to migrate and click Add.

    Note:

    A maximum of 240 codes is supported for each area (Project, Activity, and Resource). A limit of approximately 220 UDFs for each supported level (Project, WBS, Activity, Resource, and Resource Assignment) and data type (Cost limit is 220, Non-Cost limit is 220, and a combination comprising Date, Text, and Integer of 220) is allowed. The limit for Indicator type UDFs for each level is 40. For example, you can select a total of 220 UDFs that includes Project Cost UDFs, WBS Cost UDFs, Activity Cost UDFs.
  4. Click Continue to configure settings.

Configuring Settings

On the Settings page you can choose the settings for the P6 data source.
  1. From the Setting page, select each checkbox to choose your settings:
    • Turn on all history checkbox: Enabled by default. Controls the history tables.
    • Enable spread snapshot history checkbox: Controls the use of spread snapshot history in the advanced analytics dashboard.
    • Enable slowly changing dimensions: Enabled by default. Slowly changing dimensions (SCDs) are used to capture the change history of dimension fields. If SCD is enabled, any change to the field will add a new row to capture the change in the data warehouse. If SCD is disabled, a new row will not be added if a change is made to that field.
    • Enable relationship load: Enabled by default. Controls the ETL from processing activity relationships. De-select the checkbox to run the ingestion without processing activity relationship load.
    • Load all hierarchy codes: Enabled by default. Builds code hierarchies. When enabled, the code hierarchies are built with all codes that come from the source. When the checkbox is de-selected, the hierarchies are built with codes from configStar.
    • Include inactive resources: Controls resource filtration. When the checkbox is selected, Primavera Data Warehouse tables will not filter out inactive resources. If inactive resources are included, then spread data and other dimension tables will also be included. You may not need to process this extra resource assignment information.
    • Enable resource and role limits: Enabled by default. Controls resource and role utilization scripts. When the checkbox is selected, the role and resource utilization scripts is turned on.
    • Enable resource assignment period actuals: Enabled by default. Controls the display of past period actuals for resources.
  2. Click Continue to move to the next step in the workflow to create an ingestion schedule.

Setting up an Ingestion Schedule

You can plan for additional ingestion schedules with differing frequencies to fetch data from one or more data sources.

To set up ingestion schedules:

  1. On the Ingestion Schedule page, click Add Schedule.
  2. In the Add Schedule drawer, enter the following required information to set up a schedule:
    1. In the Schedule Name field, enter a name for the ingestion schedule. For example, Weekly Run.
    2. In the Start Date and Time field, click the Calendar icon and select a date for the first schedule run. Click on the hours and minutes to select a time.
    3. In the Frequency field, select the frequency of the ingestion schedule.
    4. In the Every field, quantify how often the ingestion schedule should run. For example, every 2 days.
  3. Click Add Schedule to create an ingestion schedule.

The Ingestion page displays a new tile with the specified Schedule Name.