Mapping Primavera Portfolio Management Categories and P6 Fields and Codes

The PPM Bridge for Primavera P6 can synchronize PPM categories with P6 project fields, project codes, WBS fields and spreadsheet data, thereby supporting the transfer of category information between the two systems^Foot 1.

Administrators first need to define which categories participate in publish and which in update. Each of these categories must be mapped to a field or project code in P6.

Categories that are set to publish can be mapped to either P6 project fields or project codes of a matching data type. (In the Sub-Items Mapping Mode, WBS fields are also available.) During the publishing process, the mapped P6 field or code will be updated with new information from PPM. If no project is currently mapped to a published item, the system creates a new project in P6.

Categories that are set to update can be mapped to either P6 project fields, project codes or spreadsheet fields of matching data types. (In the Sub-Items Mapping Mode, WBS fields are also available.) During the update, the category will be updated with new information coming from the field to which it is mapped in P6.

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Footnote 1: Although in the Phases Mapping Mode, PPM phase and deliverable schedule and completion data can be transferred to P6 without mapping PPM categories to P6 fields and project codes, in the Sub-Items Mapping Mode, no data will be transferred without mapping categories to P6 fields.