P6 Forecast Import - EcoSys - 1.1 - Help - Hexagon PPM

Integrating EcoSys with P6 Connector

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EcoSys Version
1.1

The P6 Forecast interface imports time-phased Expense and Resource Assignment spread data into an EcoSys Working Forecast version.

The Resource Assignment import reads the monthly time-phased data directly from the P6 Resource Assignment spread buckets. The EcoSys Transaction Date is set to the Start Date of the spread period. By default, the import uses monthly buckets, but can be configured to use other time periods.

For the Expense import, the costs will be imported according to the Accrual Type. The P6 API does not provide spread buckets for Expenses, so the integration implements this logic.

The following is the logic used to spread the Expenses according to Accrual Type:

  • Start of Activity - EcoSys Transaction Date will be the P6 Activity Start Date

  • End of Activity - EcoSys Transaction Date will be the P6 Activity Finish Date

  • Uniform Over Activity - EcoSys Transaction Date will spread the total cost for each month between the P6 Start and Finish Dates.

The time-phased Expense and Resource Assignment data can be imported either directly from the P6 Project or the Project Baseline. There are separate Connect Jobs configured for the Project and Baseline imports.

The Forecast import is implemented as a purge and replace model. This means that the previously imported transactions will be deleted and re-imported for the project each time. This model is required since it is not possible to track the differences in P6 time-phases based on the changes in the schedule.

The Forecast import job implements the delete logic, so it is not necessary to add any delete Actions within EcoSys.

It is possible to enable or disable whether Forecasts are imported for either Resource Assignments or Expenses. By default, both will be imported. Both the Project and Baseline imports use the same settings. This is done by setting the following EcoSys Connect Global Settings to "true" or "false":

  • P6Connector.ForecastImport.ImportExpenses

  • P6Connector.ForecastImport.ImportResourceAssignments

Project level mapping follows the logic described in the section called Map an existing EcoSys Project to a P6 Project.