Integration Setup for Primavera

Explanation

This activity is used to enter necessary data to be able to set up integration configurations for the integration between IFS Applications and Primavera Project Management module (Primavera). The configurations can be used for exports and imports of data from IFS/Project to Primavera.

The data entered in the Integration Setup/Integration Database Setup tab is used to log into the Primavera database during the integration. The setup for calendars and resources is optional and can be done according to the requirement for calendars and resources that are to be included in the integration.

Calendars can only be exported through the integration and the Integration Setup/Integration Calendar Setup tab is used to define the IFS/Project calendars and its schedules. Resources can be both exported and imported through the integration. The data in the Integration Setup/Integration Resource Setup tab is used to setup the mandatory data (cost element and calendar) to be able to import resources to IFS/Project.

Prerequisites

• The Primavera Project Management module should be installed.

System Effects

• The integration configuration record can be used for both basic data integrations and project data integrations.

Window

Integration Setup

Related Window Descriptions

Integration Setup/Integration Database Setup
Integration Setup/Integration Calendar Setup
Integration Setup/Integration Resource Setup

Procedure

Integration Setup:

1. Open the Integration Setup/Integration Database Setup tab.
2. If a suitable integration setup does not exist, create a new integration setup record.
3. Enter a value in the Setup ID field.
4. Select a value in the External Planning Tool field.
5. Enter valid values in the External Planning Tool Database, External Planning Tool User ID and External Planning Tool Password fields. The values in these fields will be used to log into Primavera during the export.
6. Save the integration setup record.

Calendar Setup:

1. Open the Integration Setup/Integration Calendar Setup tab.
2. If a suitable setup for the required calendar ID does not already exist, create a new record.
3. Select a value in the Calendar ID field.
4. Select a value in the Base Schedule field.
5. Optionally, enter dates in the From Date and To Date fields for the secondary schedule of the calendar to be applied.
6. Save the calendar setup record.

Resource Setup:

1. Open the Integration Setup/Integration Resource Setup tab.
2. If a suitable setup for the required resource company does not already exist, create a new record.
3. Select a value in the Resource Company field.
4. Select a value in the Default Cost Element field.
5. Select a value in the Default Calendar field.
6. Save the resource setup record.