This activity is used to export project data from IFS Applications to Primavera Project Management (Primavera). All information necessary for project planning purposes, such as project information, the sub project structure and activities with their relevant information, is handled in the integration. In addition, for each export, it is possible to configure if certain data types should be transferred, such as project calendars, dependencies, constraints, resource assignments and manager. An export of project data will create new records, or update the information in existing projects, in Primavera. The basic data, i.e. calendars and resources, should exist in Primavera before it can be assigned to a Primavera project through a project integration.
Integration configurations are created and saved as records in the Integration Configuration/Projects Integration tab. These can be reused any number of times to perform a project data analysis, or to initiate a project data integration.
Before the actual export is started it is possible to run a data analysis that will check the most fundamental differences in business logic between IFS/Project and Primavera. Executing the data analysis functionality is a recommended part of the process of integrating data; and it will give information about data that may need to be rectified before performing the integration, in order for the integration to be successful. The analysis can be started separately using the Analyze Data menu option, or in combination with the integration by using the Analyze Data and Run Integration menu option. While the analysis is optional, but recommend, the integration can also be run without it by using the Run Integration menu option.
When initiating a project data export, the project data from both IFS/Project and Primavera is compared in order to find the changes that will occur to the project data, should the export be completed. This information is displayed in the Compare Data dialog box that will open. Thus it is possible to analyze the consequences of updating the project data before the actual export. Once the project data from IFS/Project and Primavera has been compared, the actual export can be performed. A completed project data export, or project data analysis, results in a history record. An excluded activity or subproject will not be part of any export or compare dialog and can therefore improve the integration performance.
The details for the project data export can be found in About Integration to Primavera Project Management.
Integration
Configuration/Projects Integration
Integration Messages
Compare Data
Integration History
Planning/Primavera
Note: If the project data analysis results in integration messages of type Error, project data must be rectified before running the integration. Correct the data accordingly in IFS/Project or Primavera. Continue to the activity Analyze Integration Messages to get more detailed help on how to rectify problems. It is optional to take action on the other types of integration messages, i.e. warnings or information messages.
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