For new installations of EcoSys, all required enterprise data is already included. For existing clients, the following enterprise data should be imported.
EcoSys Integration Manager
The EcoSys Integration Manager is offered as a Solution Accelerator by contacting EcoSys Support. Alternatively, the EcoSys configuration tag of “APIBQ” can be exported from a current version of EcoSys Standard Product.
Cost Object
A Root Cost Object of “EIM” should be present. This can be created manually within EcoSys by simply setting the Cost Object ID to “EIM”.
Task Types
Activity - Be sure the "Activity" Task Type is set to "Any Cost Object under the same root as the task’s owner Cost Object"
Versions
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Schedule - Production
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Schedule - Baseline
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Progress Rules - Scheduling
Custom Fields
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P6 WBS Object Id
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P6 Resource Type
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P6 Remaining Units
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P6 Remaining Start Date
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P6 Remaining End Date
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P6 Remaining Duration
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P6 Property Value
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P6 Planned Start Date
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P6 Planned End Date
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P6 Planned Duration
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P6 Performance % Complete
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P6 Object Id
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P6 Earned Value Cost
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P6 Data Date
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P6 Constraint Date String
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P6 Constraint Date
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P6 CBS AC Type Object Id
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P6 Budget At Completion Cost
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P6 Baseline Start Date
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P6 Baseline End Date
Categories
Task Categories
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P6 Activity Status
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P6 Activity Type
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P6 Constraint Type
Transaction Categories
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EcoSys Connect Global Settings
These category values have custom fields assigned which must be migrated by manual spreadsheet import.
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P6 Transaction Type
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P6 Status
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P6 Role
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P6 Resource
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P6 Mapping Code 01
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P6 Cost Account
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P6 Accrual Type
Cost Object Categories
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P6 Project Status
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P6 EcoSys Import
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P6 Export Status
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P6 Project
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P6 Project Import
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P6 EPS
Resource Categories
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P6 Active