1 Overview

The Oracle Primavera Portfolio Management (PPM) Project Management Bridge to Primavera P6 (PM Bridge) enables a seamless, bi-directional transfer of project information between PPM and P6.

The purpose of mapping PPM items to P6 projects, is to ensure that the project and item data will always remain in sync between the two applications.

The PM Bridge for P6 can operate in two different mapping modes: sub-items or phases. Although both modes map P6 projects to PPM items, they differ in terms of the 2nd level WBS mappings. In the sub-items mode, 2nd level WBSs are mapped to the item’s sub-items, while in the phases mode these WBSs are mapped to the item’s phases.

The process of transferring item data from PPM to P6 is called publishing, while the process of transferring project data from P6 to PPM is called updating.

When an item is published for the first time, the PM Bridge creates a new project in P6 and maps it to the item. In the most basic configuration, the system creates tasks in the new project plan based either on the item’s sub-items or life cycle phases, depending on whether the bridge is operating in the sub-items or phases mapping mode. In methodology-based configurations the new PPM item-generated project can be created on the basis of a P6 methodology. In the phases mode, the system may be configured to publish from PPM and update from P6 PPM item, phase and deliverable schedule information. In addition,PPM categories can be mapped to P6 fields and codes in either mapping mode, thereby supporting the transfer of category information between the two systems.

Note:

P6 removed the Methodology Manager module in version 8. If your P6 version is later than version 8, you will not be able to use methodologies.

Publishing and updating can be initiated by users for specific items or for a batch of items that are collected in a portfolio. They can also be initiated automatically by the system according to a schedule. This is done by using the sync operation set by the administrator.