If your P6 Web Access system is configured to function with an Oracle Enterprise Resource Planning (ERP) system, such as JD Edwards EnterpriseOne, and your administrator has granted you appropriate security privileges, you can send project cost data of an approved and baselined project to the configured ERP system for integration. The data from your projects then becomes available within your ERP applications for assignment and tracking.
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.
Where can I do this?
If you have appropriate security, select the Send to ERP option from the
Open Projects menu of the Activities toolbar in the Projects > Activities page. (For more information about the Projects > Activities page, see Activities page.
Note: To display the Projects > Activities page, open the project or the group of projects you want to work with, then click
on the Projects toolbar.
I want to
Send a project to my Oracle ERP system
- In the activities toolbar of the activities page, ensure that the Action icons are displayed.
- Click the arrow
of the
Open Projects menu, then select
Send to ERP.
The Send to Projects to ERP dialog box displays, showing open projects listed in alphabetical order.
- In the Select Projects to Send to ERP field, mark the check boxes of projects you want to send to the ERP system.
- 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.
- Mark the Project Status check box to include project, WBS, activity, resource assignments, and activity expense details to your Oracle ERP system.
- 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.
Note: Timesheet data is sent only when P6 Web Access is integrated with an Oracle JD Edwards ERP application.
- Click Send.
The project is sent to the Oracle ERP system. You can view and modify the project cost data in the Oracle ERP application.