Additional Configuration Considerations for Standard Product - EcoSys - 1.1 - Connectors & Integration - Hexagon

The following are additional Configuration changes that can be made to fully integrate the P6 Connector into existing configuration.

• Navigate – ADMg36B Transaction Maintain Values or Equivalent – Spreadsheet

• Add – P6 Property Value – P6 Fields

• Add – Is List of Values – Custom Field

  

• Navigate – ADMg37B Transaction Import Values or Equivalent – Spreadsheet

• Add – P6 Property Value - P6 Fields

• Add – Is List of Values – Custom Field

  

• Import EcoSys Connect Global Settings.xlsx

  

• Navigate to BGTa20A Original Budget Summary or Equivalent – Spreadsheet

• Add P6 Activity Count (P6 Activity) – Summary Fields > Task Formula Fields

  

• Navigate to Ga20A Earned Value Summary or Equivalent – Spreadsheet

• Add P6 Activity Count (P6 Activity) – Summary Fields > Task Formula Fields

  

• Navigate to PRJa20A Project Register or Equivalent – Spreadsheet

• Add P6 Project ID and P6 Project Import ID – Categories

  

• Navigate to PRJb20A Maintain Project Structure or Equivalent – Spreadsheet

• Add P6 Activity Count (P6 Activity) – Summary Fields > Task Formula Fields

  

• Navigate to BGTa10 Original Budget Sections or Equivalent – Screen Layout

• Add New Hidden Action Batch Panel (ITG P6 Transfer Baseline to OB)

  

  • Add - Below Functions

    

  • Add – Below Events

    

• Navigate to BGTa20 Budget Summary or Equivalent – Screen Layout

• Add New Hidden Spreadsheet Panel (ITG P6 Activities View)

  

  • Add below Events (Source Key – Dependent on Field be added to Original Budget Summary Spreadsheet)

    

• Navigate to FCTa10 Forecast Sections or Equivalent – Screen Layout

• Add New Hidden Spreadsheet Panel (ITG P6 Forecast Import - All)

  

• Add below Functions

  

  • Add – Below Events

    

• Navigate to PRGa10 Earned Value Sections or Equivalent – Screen Layout

• Add New Hidden Action Panel (ITG P6 Percent Complete Import)

  

  • Add – Below Functions

    

  • Add below Events

    

• Navigate to PRGa20 Earned Value Register or Equivalent – Screen Layout

• Add New Hidden Spreadsheet Panel (ITG P6 Activities View)

  

  • Add below Events

    

• Navigate to PRJb20 Project Structure Register or Equivalent – Screen Layout

• Add New Hidden Spreadsheet Panel (ITG P6 Activities View)

  

  • Add below Events

    

• Navigate to PRJa10 Project Setup Sections or Equivalent – Screen Layout

• Add New Hidden Action Batch Panel (Create Projects from P6)

  

  • Add below Functions

    

  • Add below Events

    

• Navigate to PRJb10 Project Structure Sections or Equivalent – Screen Layout

• Add New Hidden Action Batch Panel (Import P6 Project WBS)

  

  • Add below Functions

    

  • Add below Events