Modify a Microsoft Project Business Flow

You can modify business flows for your Microsoft Project (MSP) connection.

To modify a business flow:

  1. From the Main Menu, select Global Admin.
  2. Select Integrations.
  3. In the Microsoft Project tile, select Integrate.
  4. Select the Connect tab, and then select a Microsoft Project connection.
  5. Select the Context menu next to a business flow, and then select Edit.
  6. In the business flow dialog box, on the Mappings tab, do the following to create new field mappings:
    1. Select an object row, select the Context menu, and then select Add field.
    2. In the Primavera Cloud Field Name column, from the drop-down list, select a Primavera Cloud field.
    3. In the MSP Field Name column, from the drop-down list, select a Microsoft Project field to synchronize with the selected Primavera Cloud field.

      Note: If the fields you want are not available from the drop-down list in the MSP Field Name column, you can add them by completing steps 8 and 9 first.

  7. On the Parameters tab, do the following to configure parameters:
    1. In the Source Parameters section, select or deselect parameters, if available, to apply them to the business flow.
      • Automatically include: Select Activity Codes or Resource Codes to automatically import codes that are assigned to an activity or resource.

        Note: If you choose to automatically include the activity or resource codes, you will not need to create the codes manually while importing the data. By selecting the check boxes, you can also skip adding the activity or resource codes manually to the mappings.

    2. In the Destination Parameters section, select or deselect parameters, if available, to apply them to the business flow.
      • 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 Microsoft Project to Primavera Cloud.
      • Schedule project(s) after synchronization?: Select this parameter if you want to schedule projects after running a synchronization.
  8. On the Add field tab, complete the following fields to add new objects and fields to the business flow:
    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 configured field on the selected object.
    5. (Optional) Description: A short summary of the fields purpose.
  9. Select Add.
  10. Select Save.

After you are done adding fields and modifying the Microsoft Project Business Flow, navigate to the workspace where you want to import the MSP XML file and follow the steps in the Import Microsoft Project Data into Oracle Primavera Cloud topic to import the file to Primavera Cloud.