To export data from P6 to Prime from the Primavera Gateway interface, you can use the following default templates. You can also create your own if these templates don't fit your needs.
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 Settings
The following source application parameters are available by default. Each business flow will have the same defaults for the parameters as follows. All parameters are set to Hidden in the Gateway user interface. Only users with the Gateway Administrator role can access and change the parameter display 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.
Use this setting to determine which P6 projects you will send to Prime. Select Add row to specify additional values and export multiple Project IDs, EPS IDs, Project Code Type Name, or Project Code Value from P6.
Use this setting to select the default spread period type to be exported P6 EPPM. Options include, Week, Month, Day, and Financial Period.
Use this setting to specify an Activity business object with specific fields and values to be exported from P6 EPPM. Select Add row to specify additional values and export multiple activities filtered by specific Activity IDs, Activity Type, Activity Status, or Activity Code from P6.
Use this setting to specify ResourceAssignment business objects with specific fields and values to be exported from P6 EPPM. Select Add row to specify additional values and export multiple resource assignments filtered by specific Resource IDs or Resource Type from P6.
Use this setting to specify multiple baseline IDs to be exported from P6 EPPM as comma-separated values.
Use this setting to determine whether data that no longer exists in P6 is deleted.
Use this setting to determine whether to schedule projects before a synchronization.
Use this setting to determine whether to synchronize a complete, partial, or a leveled WBS hierarchy. The P6 setting for WBS will override the setting in Gateway.
Default Destination Application Parameter Settings
The following destination application parameters are available by default. Each business flow will have the same defaults for the parameters as follows. All parameters are set to Hidden in the Gateway user interface. Only users with the Gateway Administrator role can access and change the parameter display settings and indicate if each is Required, Optional, or Read-only.
Use this setting to specify the default workspace and populate it in the default synchronization. If the value is set in Primavera Gateway, the Prime provider will check the Prime Workspace field value for the project being exported in the P6 user interface.
P6 must send all global data assigned to the project with the project flow and all of that global data must be assigned to the workspace where the project will be created in Prime.
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Last Published Wednesday, March 25, 2015