Import Activity Level Data & Additional Fields (Advanced) - EcoSys - Help - Hexagon PPM

EcoSys Primavera P6 Adapter Help

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSys
8.7

This section explains how to create mappings for additional fields including activity-level data for import into EcoSys. These are advanced import settings that cannot be configured within the application, and require additions to the Server Settings file.

You can import the following:

  • Project ID

  • Project Name

  • Project Status

  • WBS ID

  • WBS Name

  • Activity ID

  • Activity Name

  • Planned Start (activity OR resource assignment )

  • Planned Finish (activity OR resource assignment)

  • Resource ID

  • Resource Name

  • Planned/Budgeted Cost (resource assignment OR expense)

  • Actual Start (activity OR resource assignment)

  • Actual Finish (activity OR resource assignment)

To import this data, you must first define Custom Fields (also called UDFs) in EcoSys.

The following table lists the Custom Field types that should be created, and the data type.

EcoSys UDF Type

EcoSys UDF Data Type

EcoSys UDF Type

EcoSys UDF Data Type

PROJECT_ID

Text

TASK_NAME

Text

PROJ_SHORT_NAME

Text

TARGET_START_DATE

Date

PROJ_NAME

Text

TARGET_END_DATE

Date

PROJ_STATUS_CODE

Text

TASKRSRC_ID

Text

WBS_ID

Text

RSRC_ID

Text

WBS_SHORT_NAME

Text

EST_START_DATE

Date

WBS_NAME

Text

EST_END_DATE

Date

PHASE_ID

Text

BUDGET_AMT

Money

STATUS_CODE

Text

ACT_START_DATE

Date

TASK_ID

Text

ACT_END_DATE

Date

TASK_CODE

Text

You can import Primavera Project, WBS, Activity, Assignment and Expense fields into Transaction Custom Fields. You must first create the Custom Fields in EcoSys. Sample syntax and code is included for both resource assignments and expenses.

The import of P6 UDFs into EcoSys custom fields is also support. Information about this functionality is included at the end of this appendix.