Send Projects to ERP Dialog Box of the Activities Page

Overview

Use this dialog box to select the project, project data, project budget, project status, and timesheet hours to send to ERP.

In P6 security profiles, your 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 application, see your administrator.

Screen Elements

Select the projects to send to ERP section

The list of projects available to send to your Oracle ERP system.

Project ID field

The unique identifier of the project.

Project Name field

The name of each project. Can be arranged in an ascending or descending order.

Select Data to Include:

The types of project data to include when you send the selected project to your Oracle ERP system.

Project Budget option

Determines whether to send budget information at a specific level of the WBS, with resource and role summaries, to your Oracle ERP system.

Project Status option

Determines whether to include project, WBS, activity, resource assignments, and activity expense details to your Oracle ERP system.

Timesheet Hours option

Determines whether 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 is integrated with an Oracle JD Edwards ERP application.

Send button

Creates an XML file that contains the list of projects to send and the data that is to be sent. Your integration of P6 with the Oracle ERP system might create a new project or synchronize with an existing project in the Oracle ERP system.

Cancel button

Closes the Send Projects to ERP dialog box and returns you to the Gantt chart view.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, click the Actions menu and select Import/Export "" "" Send to ERP.

Related Topics

Sending Project Data to ERP


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