Creating History Data for P6 EPPM

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In P6, you can define history level and interval settings on a per project basis. Use P6 to configure the type of data stored in P6 Analytics and in what time interval.

To configure history settings:

  1. Login into P6.

    Note: A user must have the Edit Project Details Except Cost/Financials profile to edit the history settings.

  2. Click Projects.
  3. On the Projects navigation bar, click EPS.
  4. On the EPS page:
    1. Select a project.
    2. Click the Actions menu and select Set Project Preferences....
  5. In the Project Preferences pane, click Analytics.
  6. On the Analytics page:
    1. Select the History Level and History Interval settings.

      You can choose one of the following for History Level:

      • None (the default)
      • Project
      • WBS
      • Activity

      You can choose one of the following for History Interval:

      • Month (the default)
      • Week
      • Quarter
      • Year
      • Financial Period
    2. Click Save to continue working or click Save and Close if you are finished.

      Note: If you select Activity as the History Level, this will automatically set the History Interval for Activity and Resource Assignment history to Daily. Use caution when selecting which projects you choose to have daily history captures as this can affect the amount of time and the volume of data processed when running the ETL process. You still need to set the history interval level when selecting Activity level history, which will apply to project and WBS-level history only.

  7. Run the publication services to publish the changes you made.
  8. To create history data, go to the installation directory and find the \Star\Scripts folder and run the staretl.bat or staretl.sh to run the ETL process.

Related Topics

History Settings for P6 Reporting Database 3.2



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Last Published Friday, January 31, 2014