If your P6 administrator has configured your P6 Project Management data to be used within your Oracle ERP applications, and if you were granted you proper security privileges, you can send a baselined and approved project to your Oracle ERP system at any time to assign and track project cost details.
In the Send Projects to ERP dialog box, you can select the project to send and the project data to include, including project budget, project status, and timesheet hours.
See Sending projects to an Oracle ERP system.
Notes:
- In P6 Project Management security profiles, your P6 administrator is required to enable the integration of your project data with your Oracle ERP system before you can send projects to your ERP application.
- If you require appropriate security privileges to send projects to your configured ERP system, see your P6 administrator.
Field Definitions
- Select the projects to send to ERP
- Lists projects available to send to your Oracle ERP system.
- Project ID
- Lists the unique identifier of each project. The ID was generated when the project was created.
- Project Name
- Lists the name of each project.
- Select Data to Include
- Lists types of project data to include when you send the selected project to your Oracle ERP system.
- Project Budget
- Mark the Project Budget check box to send budget information at a specific level of the WBS, with resource and role summaries, to your Oracle ERP system.
- Project Status
- Mark the Project Status check box to include project, WBS, activity, resource assignments, and activity expense details to your Oracle ERP system.
- Timesheet Hours
- Note: Timesheet data is sent only when P6 Web Access is integrated with an Oracle JD Edwards ERP application.
- Mark the Timesheet Hours check box to enable timesheet data to be sent to your Oracle JD Edwards ERP application. From the Date Range menu, select the date range of timesheets to be sent.
- Creates an XML file that contains the list of projects to send and the data that is to be sent. Your integration of Web Access with the Oracle ERP system may create a new project or synchronize with an existing project in the Oracle ERP system.
- Closes the Send Projects to ERP dialog box and returns you to the Gantt chart view.