To import data from Prime to P6, you can use the following default templates. You can also create your own if these templates don't fit your needs.
Note: For Import Project flows to work, ensure that the PlannedBudget UDF of type Cost is included P6. Otherwise, create this UDF before running the flow.
Default Business Flows
These are the names of the default business flows with the appropriate default field mapping template after the name:
Default Source Application Parameter Setting
The following source application parameter is available by default. All parameters are set to Hidden in the Gateway user interface. Only users with the Gateway administrator role can access and view all hidden parameters. You can also change these settings. and indicate if each is Required, Optional, or Read-only.
You can filter by Project ID, Workspace ID, Project Code Type Name, Project Code Value, and Project Status. You can use the P6 Provider filter parameter for reference during implementation.
Default Destination Application Parameter Settings
The following destination application parameters are available by default. All parameters are set to Hidden in the Gateway user interface. Only users with the Gateway administrator role can access and view all hidden parameters. You can also change these settings. and indicate if each is Required, Optional, or Read-only.
Note: Unless specified in parentheses, all parameters listed below are hidden from a non-administration user.
You need to determine the default EPS node and populate it in the default synchronization for P6.
Use this setting to specify the location of the resource objects imported into P6.
Use this setting to specify the location of the role objects imported into P6.
Use this setting to determine whether to calculate costs from the units.
Use this setting to determine whether the actuals are to be auto-computed.
Use this setting to determine whether data that no longer exists in a third-party application can be deleted.
Use this setting to determine whether to schedule projects after a synchronization.
Use this setting to determine whether to summarize projects after a synchronization.
Use this setting to determine whether to save the imported data in P6 with errors.
Use this setting to determine whether to synchronize one project at a time.
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Last Published Wednesday, March 25, 2015