Create Integration Configuration for Basic Data

Explanation

This activity is used to create an integration configuration record for the basic data integration between IFS Applications and the  Primavera Project Management module (Primavera).

Basic data in IFS/Project are calendars and resources. In order to be able to export or import projects with basic data to/from Primavera it is necessary to have the basic data already existing on the receiving side. This can be done by exporting or importing the basic data separately, or by entering the basic data manually. Note that while resources can both be exported and imported, calendars can only be exported. The integration of data between IFS/Project and Primavera is described in detail in About Integration to Primavera Project Management.

Integration configurations for basic data are created and saved as records in the Integration Configuration/Basic Data Integration tab, and can therefore be reused any number of times. A record can be selected to perform a basic data analysis, or to initiate a basic data export or import.

Prerequisites

• The Primavera Project Management module should be installed.
• An integration setup record should exist in the Integration Setup/Integration Database Setup tab.
• If it is required to export calendars, they should be defined in the Integration Setup/Integration Calendar Setup tab.
• If resources are to be included in the import, a default calendar and a default cost element must be defined for that resource in the Integration Setup/Integration Resource Setup tab.

System Effects

• The integration configuration record is created, ready to be used for exports or imports of basic data.

Window

Integration Configuration

Related Window Descriptions

Integration Configuration/Basic Data Integration

Procedure

1. Open the Integration Configuration window and click on the Basic Data Integration tab.
2. Create a new integration configuration record.
3. Enter a value in the Integration ID field.
4. Select Export or Import in the Direction field.

5. Optionally you can do one or more of the following:

• Enter a calendar in the Calendar field if you want to export a single calendar.
• Enter the resource company that has the resources that are to be exported/imported in the Resource Company field if you want to export/import resources.
• Enter a Resource Company and select the Resource Calendar checkbox if you wish to export resources and their related resource calendars.

6. Select a valid value in the Setup ID field which is the identity of the setup used to access Primavera.
7. Select a value in the Owner ID field.
8. Optionally, enter a note.
9. Save the record.