After you configure PM Compass for integration with Primavera P6 and link PM Compass projects to Primavera P6 projects, you can see the schedule data in the Schedule Analysis view.
The tables below include the following steps:
Confirm that your scheduling engine credentials are configured
Confirm that your P6 connection information is entered correctly
Link the Primavera P6 schedule project to a PM Compass project
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Before you start configuring progress, confirm that:
Warning: You should not change the Primavera P6 URL or database after you have configured fields in User Defined Data. If the new database is not a recent of copy of the current database, you can perform limited testing; however, the integration will most likely fail and you will not be able to save changes in User Defined Data or the Project Form View until all data differences are resolved.When the Primavera P6 integration is run, the standard fields such as early dates, and so on are automatically loaded. User Defined Data is used to specify additional fields in your schedule that are used to identify the control account, work package, and other important information needed to progress your schedules. The Work Breakdown Structure in P6 is automatically mapped to the Code 1 field in PM Compass. Use this column to map additional fields to fields in PM Compass. In order to link an activity to a work package, you first need to identify which fields are needed by mapping them to PM Compass fields. After you map the fields in User Defined Data, they are added to the selections in the Project Form View. On the Schedule Integration tab, you choose your Primavera P6 schedule and how it links to the control account and work package. On the Progress tab, you can choose a date field to store when the progress was last submitted. You cannot select user defined fields from Primavera P6 that contain a comma or a quotation mark in the field name.All Primavera P6 fields mapped to PM Compass are displayed in the Enter/Approve Progress view. |
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Link the Primavera P6 schedule project to a PM Compass project |
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In the Project Details view, on the Schedule Integration tab, link your schedule projects to PM Compass projects.
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How to...Link schedule projects to PM Compass projects
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After the project is associated with a PM Compass project, you must load it into PM Compass. You accomplish this by running the process immediately or by scheduling the process to run at a later time. Since this is the first time you are setting up this project, it is helpful to click the Run Now button on the Schedule Integration tab. This allows you to verify that you have linked the fields correctly. To confirm that the projects have been linked correctly, use the Cost Analysis Activities tab to see the activities for the selected work package. After you confirm that everything is working correctly, you can then schedule it to be a recurring overnight process. When you click Run Now (or the scheduled process runs for the first time), the project is loaded into PM Compass and the Name field on the Schedule Projects grid of the Schedule Integration tab is populated. An email is sent to you, letting you know whether the process succeeded or failed. Tip: Use the Schedule Analysis view to confirm that the project data was loaded correctly. The first time that the integration is run, the PM Compass project is created by adding the activities, resources, and relationships found in the project. On subsequent integrations, an update process retains the relationship between the progress entries and the PM Compass project. If an activity already exists in PM Compass, its resource assignments and relationships are deleted and re-added and the rest of the activity fields are updated. New activities are added to the schedule along with their resources and relationships. |
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After you have confirmed that the project is loading correctly, click Schedule to schedule the process to run at a certain date and time on a recurring basis. Deltek recommends that you schedule the integration for when no one is using P6. If a user is editing an activity and has not moved to a different activity, when the integration occurs, Primavera P6 performs a save and overwrites the progress that was pushed back into Primavera P6. Updating Activity FieldsYou can only update progress from PM Compass. If you want to update other fields such as the activity description, and so on, you need to make the change in Primavera P6 and run the integration again. |
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After integration has been set up, the next step is to configure progress. |
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