Sending Project Data to ERP
If P6 is configured to function with an Oracle Enterprise Resource Planning (ERP) application, such as JD Edwards EnterpriseOne, and your administrator has granted you appropriate security privileges, you can send project cost data for an approved and baselined project to the configured ERP application for integration. The data from your projects then becomes available within your ERP applications for assignment and tracking.
To send project data to ERP:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Activities. - On the Activities page, click the Actions
menu and select Import/Export Send to ERP.Note: Any pending changes are automatically saved.
- In the Send Projects to ERP dialog box:
- Select the projects you want to send to ERP.
- Select or clear the options.
- Click Send.
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