Create Integration Configuration for Project Data

Explanation

This activity is used to create an integration configuration record for the project data integration between IFS Applications and Primavera Project Management (Primavera). Currently, the project data includes the project calendar, the WBS structure, resource assignments, dependencies and constraints.

The integration of data between IFS/Project and Primavera is described in detail in the About Integration to Primavera Project Management.

Once integration configurations for project data are created and saved they can be reused a number of times to perform a project data analysis, or to initiate a project data export or import.

Prerequisites

• The Primavera Project Management module should be installed.
• A project should exist in IFS/Project.
• An integration setup record should exist in the Integration Setup/Integration Database Setup tab.

System Effects

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

Window

Integration Configuration

Related Window Descriptions

Integration Configuration/Projects Integration

Procedure

1. Open the Integration Configuration/Projects Integration tab and create a new integration configuration record.
2. Enter a value in the Integration ID field.
3. Select a project from IFS/Project to export, or import, in the Project ID field and select the direction in the Direction field.
4. Enter the identity of the project in Primavera that will receive the exported data, or the one that is to be imported, in the External Project ID field.
5. Select the Project Calendar check box if the project calendar in IFS/Project should be the same in Primavera project. Note that the calendar must exist as basic data in Primavera, and calendars cannot be imported to IFS/Project.
6. Select the Dependencies and Constraints checkboxes if you want them to be included in the export or import.
7. Select the Resource Assignments check box if the resources of the project are to be assigned to the receiving project during the export/import. Note that resources must exist as basic data in IFS/Project and Primavera.
8. Enter a valid value in the Setup ID field.
9. Enter a value in the Owner ID field.
10. Optionally, enter a note.
11. Save the record.