P6 Actuals Import - EcoSys - 1.0.01 - Help - Hexagon PPM

Integrating EcoSys with P6 Connector

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EcoSys
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EcoSys Version
1.0.01

The P6 Actuals interface will import cumulative P6 Actuals at the Resource Assignment and Expense levels into an EcoSys Working Forecast Transaction version.

Since it is possible that P6 Actuals can be changed, this interface has been implemented as a "purge and replace" model so that P6 Actuals are deleted in EcoSys and then reimported. This ensures that EcoSys always reflects exactly the same totals as P6.

The behavior of this Actuals import differs from the legacy P6 Adapter design. In the past, the P6 Adapter imported time-phased Actuals into an EcoSys Actuals version. There were several downsides to this approach since EcoSys Actuals become locked, once the minor period is closed. Since P6 Actuals can be changed in the past, this created the potential for data inconsistencies which were difficult to correct. In addition, it was determined that time-phased Actuals were not important to many clients.

The following configuration describes how the P6 Actuals import is configured:

  • Connect Job: P6 Actuals Import - Resource Assignments, P6 Actuals Import - Expenses

  • EcoSys Action Batch: ITG P6 Actuals Import - All

  • Dependencies: P6 Project and WBS Import, P6 Resource to EcoSys Resource, P6 Resource Role to Transaction Category, P6 Cost Account to Trans Category

It is possible to enable or disable whether Actuals are imported for either Resource Assignments or Expenses. By default, both will be imported. This is done by setting the following EcoSys Connect Global Settings to True or False:

  • P6Connector.ActualsImport.ImportExpenses

  • P6Connector.ActualsImport.ImportResourceAssignments

Project level mapping follows the logic described in the section Map an existing EcoSys Project to a P6 Project.

Field Mappings

EcoSys

P6 resource Assignment

P6 Expense

Cost Object (External Key)

WBS Object Id

WBS Object Id

P6 Activity (External Key)

Activity Object Id

Activity Object Id

Transaction Cost

Actual Cost

Actual Cost

Units

Actual Units

Actual Units

Transaction Date

Actual Finish Date

Depending on Accrual Type, Activity Actual Start Date, Actual Finish Date are spread evenly between Actual Start and Actual Finish Date

Resource (External Key)

Resource Object Id

N/A

P6 Role (External Key)

Role Object Id

N/A

P6 Cost Account (External Key)

Cost Account Object Id

Cost Account Object Id

Description

N/A

Expense Item

P6 Accrual Type (ID)

"Resource Spread"

Start of Activity, End of Activity, Uniform Over Activity

P6 Transaction Type (ID)

"Resource Assignment"

"Expense"