Modify a P6 EPPM Business Flow

You can modify business flows for your P6 EPPM connection by adding new fields or deleting existing ones. You can also revert the modifications by resetting to the default mappings.

To modify a business flow:

  1. From the Main Menu, select Global Admin.
  2. Select Integrations.
  3. In the P6 EPPM tile, select Integrate.
  4. Select the Connect tab, and then select a P6 EPPM connection.
  5. Expand the Global or Project business flow section.
  6. In the table, select a business flow.

    Note: You can only select a business flow if it is enabled. To learn more about enabling and disabling business flows, see Enable or Disable a P6 EPPM Business Flow.

  7. In the business flow dialog box:
    1. On the Mappings tab:
      1. Select an object row, select the Context menu, and then select Add field.
    2. On the Parameters tab, select or deselect the parameters, if available.

      Note: The options available in the Source and Destination Parameters sections change based on whether you are sending data from P6 to Primavera Cloud or from Primavera Cloud to P6.

      1. In the Source Parameters section, select the following:
        • Summarize project(s) before synchronization?: Select this parameter if you want to summarize projects before running a synchronization. This option is available only while sending data from P6 to Primavera Cloud.
        • Automatically include: Select Project Codes, Activity Codes, or Resource Codes to automatically import codes that are assigned to a project, activity, or resource.

          Note: You do not need to manually add the project, activity, or resource codes to the mappings or create them at the destination if you choose to include them automatically.

      2. In the Destination Parameters section, select or deselect parameters, if available, to apply them to the business flow:
        • Compare Flag: Select this parameter to compare the source and destination data to identify changed, deleted, and added objects so that the system can synchronize data efficiently.
        • Delete data that no longer exists in the source application?: Select this parameter to delete data from the destination application if it no longer exists in the source application. Use this parameter in conjunction with the Compare Flag.
        • Save data to P6 to if there are errors?: Select this parameter to save data to P6 even if there are errors while importing data from Primavera Cloud to P6.
        • Save data to Primavera Cloud if there are errors?: Select this parameter to save data to Primavera Cloud even if there are errors while importing data from P6 to Primavera Cloud.
        • EPS Location: Enter the name of the EPS node of the project when it is transferred to P6 EPPM. This option is available only while sending data from Primavera Cloud to P6.
        • Schedule project(s) after synchronization?: Select this parameter if you want to schedule projects after running a synchronization. This option is available only while sending data from P6 to Primavera Cloud.
    3. On the Add field tab, add new fields to the objects listed under the Mappings tab for the business flow. Complete the following fields:
      1. Object: The primary object associated with the field you want to add to the business flow.
      2. Name: The name of the field.
      3. Type: The type of data stored in the field. Valid values are String, Int, Double, Boolean, and DateTime.
      4. Category: The category to which the field belongs. The following values are valid categories:
        • Code: Defines the field as a code on the selected object.
        • UDF: Defines the field as a User Defined Field (UDF) on the selected object.
        • Note: An additional category for capturing additional information during synchronization.
      5. Description: A short summary of the fields purpose.

        Note: For detailed field list and descriptions, see the P6 EPPM Data Dictionary (Integration App).

  8. Select Add.
  9. Select Save.

Tips