Configuring P6 for Reporting

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P6 relies on BI Publisher and the P6 EPPM Extended Schema to produce reports. To run reports in P6, you must complete these tasks:

  1. If not already set up, create a BI Publisher environment to manage reports. See the documentation included with BI Publisher.

    Note: If you install BI Publisher using simple mode, it will install a version of WebLogic that is not compatible with this release. You should install the correct version of WebLogic separately on the BI Publisher environment. See the Tested Configurations document for supported versions.

  2. Configure sample reports, roles, security, and users in BI Publisher. See Configuring Enterprise Reporting with BI Publisher.
  3. Populate BI Publisher settings in the P6 Administrator application. See Configuring the P6 Administrator application for BI Publisher and Publication Services
  4. For Publication Services, you will also need to configure the P6 Administrator application settings. You can configure publication settings for General Data, Time Distributed Data, Blob Data, and Log retention. You can also configure publication services settings for Project Arbiter, Projects, Enterprise Data, Enterprise Summaries, Resource Management, and Security. For more information, see Configuring Publication Settings in Services Settings, and Configuring Publication Services in Services Settings.
  5. Configure and deploy the Publication Services required to populate the reporting views in the P6 EPPM Extended Schema. See Working with Publication Services for Reporting and Publishing P6 Data for Reports.
  6. Configure BI Publisher to allow P6 to use parameter keys so users do not have to enter field values for reports. See Why Do I Need Parameters?.
  7. When you begin working in P6, you can configure your application settings and global scheduled services. See the P6 EPPM Post Installation Administrator's Guide for more information on application settings and scheduled services.
  8. Provide users with the 'Edit EPS Costs/Financials' project privilege if they need to view project costs in a report generated from the P6 EPPM Extended Schema. See information about security profiles in the P6 EPPM Post Installation Administrator's Guide.

Related Topics

Configuring Enterprise Reporting with BI Publisher

Configuring the P6 Administrator application for BI Publisher and Publication Services

Configuring BI Publisher for LDAP

Publication Services

About Publication Services and Reporting

Working with Publication Services for Reporting

Back Filling the REPORTDATE Table

Why Do I Need Parameters?



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Last Published Wednesday, July 29, 2015

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