Additional Configuration Considerations for Standard Product - EcoSys - 1.0.01 - Help - Hexagon PPM

Integrating EcoSys with P6 Connector

Language
English
Product
EcoSys
Search by Category
Help
EcoSys Version
1.0.01

The following are additional Configuration changes that can be made to full integrate the P6 Connector into existing configuration.

  • Navigate – ADMg36B Transaction Maintain Values or Equivalent – Spreadsheet

  • Add – P6 Property Value – P6 Fields

  • Add – Is List of Values – Custom Field

  • Navigate – ADMg37B Transaction Import Values or Equivalent – Spreadsheet

  • Add – P6 Property Value - P6 Fields

  • Add – Is List of Values – Custom Field

  • Import EcoSys Connect Global Settings.xlsx

  • Navigate to BGTa20A Original Budget Summary or Equivalent – Spreadsheet

  • Add P6 Activity Count (P6 Activity) – Summary Fields > Task Formula Fields

  • Navigate to Ga20A Earned Value Summary or Equivalent – Spreadsheet

  • Add P6 Activity Count (P6 Activity) – Summary Fields > Task Formula Fields

  • Navigate to PRJa20A Project Register or Equivalent – Spreadsheet

  • Add P6 Project ID and P6 Project Import ID – Categories

  • Navigate to PRJb20A Maintain Project Structure or Equivalent – Spreadsheet

  • Add P6 Activity Count (P6 Activity) – Summary Fields > Task Formula Fields

  • Navigate to BGTa10 Original Budget Sections or Equivalent – Screen Layout

  • Add New Hidden Action Batch Panel (ITG P6 Transfer Baseline to OB)

    • Add - Below Functions

    • Add – Below Events

  • Navigate to BGTa20 Budget Summary or Equivalent – Screen Layout

  • Add New Hidden Spreadsheet Panel (ITG P6 Activities View)

    • Add below Events (Source Key – Dependent on Field be added to Original Budget Summary Spreadsheet)

  • Navigate to FCTa10 Forecast Sections or Equivalent – Screen Layout

  • Add New Hidden Spreadsheet Panel (ITG P6 Forecast Import - All)

  • Add below Functions

    • Add – Below Events

  • Navigate to PRGa10 Earned Value Sections or Equivalent – Screen Layout

  • Add New Hidden Action Panel (ITG P6 Percent Complete Import)

    • Add – Below Functions

    • Add below Events

  • Navigate to PRGa20 Earned Value Register or Equivalent – Screen Layout

  • Add New Hidden Spreadsheet Panel (ITG P6 Activities View)

    • Add below Events

  • Navigate to PRJb20 Project Structure Register or Equivalent – Screen Layout

  • Add New Hidden Spreadsheet Panel (ITG P6 Activities View)

    • Add below Events

  • Navigate to PRJa10 Project Setup Sections or Equivalent – Screen Layout

  • Add New Hidden Action Batch Panel (Create Projects from P6)

    • Add below Functions

    • Add below Events

  • Navigate to PRJb10 Project Structure Sections or Equivalent – Screen Layout

  • Add New Hidden Action Batch Panel (Import P6 Project WBS)

    • Add below Functions

    • Add below Events