Sharing Project Data using Primavera Gateway enables the possibility of synchronizing information between IFS Cloud and the Primavera P6 EPPM. The solution consists of sample synchronizations with data mappings and flows to support project planning and scheduling. End users can create own synchronizations based on the business flows created by the administrators. Project related master data such as Company, Calendar with exceptions, Activity Classes and Multi-level Resource Structure with resource rates can be shared. All information necessary for project planning purposes such as Project WBS, Dependencies, Constraints, Resource assignments, Activity Class Assignments can be transferred. Sharing master data from IFS to P6 and sharing project data for both directions is facilitated.
The following is a description of the exact fields and data types that are synchronized between IFS Cloud and Primavera. This document is divided into two sections: Import and Export, each section is then divided into Synchronizing Master Data and Synchronizing Project Data.
The Project Management module of Primavera is referred to as Primavera and IFS Cloud is referred to as IFS in this document.
Project related master data such as Company, Calendar with exceptions, activity classes and multi-level resource structure with resource rates can be imported using Import All Master Data Synchronization.
If there is a value in the Calendar field in the Import All Master Data Synchronization, that calendar will be created or updated in Primavera. The following fields are created or updated in Primavera when Calendars are imported:
| IFS Field | Primavera Field | Comments |
| Calendar ID | Calendar Name | Calendars are created as global calendars in Primavera. |
| Schedule | Workweek | IFS calendars can have several schedules which are valid for different periods. The value for Schedule tab updates the Primavera calendar workweek. |
| Schedule Exceptions | The IFS schedule exceptions data is applied to the Primavera calendar. |
In Primavera, resources are organized in a resource structure that is common for all projects. When importing, the resources are placed in the Primavera resource structure under a top resource node that corresponds to the IFS Resource Structure. When resources are assigned to a project, the resources must be located under the top resource node corresponding to the IFS resource structure. The synchronization cannot handle resources that are not located under this resource structure.
If there is a value in Resource ID the Import All Master Data Synchronization, all resources corresponding to that IFS resource structure are imported. The following fields are created or updated in Primavera.
Notes:
Resources that are imported to Primavera are only the 'Person Group' Resources which are marked as 'Used in Project'.
Synchronization does not support the use of more than one Resource Criteria on the IFS Project.
| IFS Field | Primavera Field | Comments |
| Resource ID | Resource ID |
If it does not already exist, a node for the resource
structure is created at the highest level in the Primavera resource structure.
Then when a new resource is created, it is placed under primavera resource
structure. Note: The Resource ID must be unique within the entire Primavera resource structure. |
| Resource Description | Resource Name | |
| Resource Type | New resources created through an import receive the value Labor by default. An update of an existing resource does not update this field. | |
| Validity Period of Resource Detail/ General Cost/ Resource General Cost | Effective Date |
When importing the periods for IFS cost to Primavera,
the following is considered:
|
| Cost of Resource Detail/ General Cost/ Resource General Cost | Price/Unit |
In IFS, the cost is always per hour. When importing,
the value in the Price/Unit will be per hour (/h). Notes: It is not possible to set the currency per project in Primavera. Therefore, the currency shown in the Primavera project may not at all correspond to the currency of the IFS project. The value is imported at face value without considering currency. Resource cost will be sent to Primavera only if the cost is defined without specifying a site. |
| IFS Field | Primavera Field | Comments |
| Activity Class | Activity Code | Global activity classes are imported. |
| Value | Code Value | |
| Value Description | Description |
Project data is imported from the Import All Project Data Synchronization.
| IFS Field | Primavera Field | Comments | |
| Project ID | IFS Project ID | ||
| Project Name | Project Name or WBS Name | ||
| Project Description | IFS Project Description | This is a user defined field, grouped in the Projects subject area in Primavera. The text may need to be truncated. | |
| Program ID | EPS ID |
This field is not updated when updating an existing project
in Primavera. If creating a new Primavera project, and if the IFS project has a value for Program ID, there is a check if the corresponding EPS ID already exists. In Primavera, the EPS ID must be unique.
|
|
| Program Description | EPS Name | ||
| Company | EPS ID |
In Primavera the EPS ID must be unique. When creating a new Primavera project, If the EPS ID already exists, the project is placed under this node. Synchronization does not support, if the Company does not exist as a EPS ID in Primavera. |
|
| Company Name | EPS Name | ||
| (Project) Status | (Project) Status | The value in this field will be set as follows: | |
| IFS | Primavera | ||
| Initialized | Planned | ||
| Approved | Active | ||
| Started | Active | ||
| Completed | Inactive | ||
| Closed | Inactive | ||
| Cancelled | Inactive | ||
| Earliest ES or Project Planned Start or System Date | Project Planned Start |
If the IFS project has a Planned Start date, then
this date updates the Primavera Project Planned Start. If the IFS project has no Planned Start date: |
|
| Project Calendar | Calendar |
Primavera project is updated with the IFS Calendar ID
given that the calendar exists as a global calendar in Primavera. Synchronization does not support, if the calendar does not exist as a global calendar in Primavera. Note: To get consistent results for activity dates and durations, it is recommended to use the same calendar(and work hours/day) in IFS and Primavera. |
|
| IFS Field | Primavera Field | Comments |
| Sub Project ID | WBS Code | Note: IFS requires that the Sub Project ID is unique for the project, thus it is not possible to either import from or export to Primavera if there are non-unique WBS codes in the Primavera project. |
| Sub Project Description | WBS Name | Note: Primavera requires that all the WBS elements under one parent WBS element have unique WBS Names. |
| Parent Sub Project (or Project) ID | Parent WBS Code |
|
| IFS Field | Primavera Field | Comments |
| Activity ID | Activity ID |
If the activity ID is unique for the project, the IFS
activity ID simply updates the Primavera field. Note: In Primavera the activity ID must be unique for the whole Project whereas in IFS the activity ID need only be unique for the specific sub project that the activity belongs. |
| Activity Description | Activity Name |
|
| Early Start | Start |
|
| Early Finish | Finish |
|
|
Activity Milestone The activity is a milestone when this option is enabled. |
Activity Type |
When creating new activities in Primavera:
- If there is a Start not earlier than constraint or Must Start on constraint is imposed on the IFS activity, the value for this field is Start Milestone. - If there is an End not later than constraint or Must End on is imposed on the IFS activity, the value for this field is Finish Milestone. When updating existing activities in Primavera:
- If the Primavera activity type is a Finish Milestone, and the Start not earlier than constraint or Must Start on constraint is imposed on the IFS activity, then the value for this field Start Milestone. - If the Primavera activity type is a Start or a Finish Milestone and the constraint imposed is not Start on or after/ Mandatory start or Finish on or before/ Mandatory finish and the IFS activity has no constraint, then the constraint is not deleted in Primavera. Note: Primavera does not allow resources to be assigned to a milestone activity. Primavera has a special network logic related to the milestone type, such as the allowed constraint type for that milestone type and the dependency types allowed for its dependencies. |
|
|
Duration Type |
When creating new activities in Primavera, the default
value for this field is Fixed Duration & Units. When updating existing activities in Primavera, the value in this field is not updated. |
|
|
% Complete Type | When creating new activities or updating activities in Primavera, the value for this field is Physical. |
| Calculated Progress | Physical % |
|
| Actual Start Date | Started option and Actual Start Date |
If the IFS activity has a value in the Actual Start
Date field, then in Primavera:
|
| Actual Finish Date | Finished option and Actual Finish Date |
If the IFS activity is a value in the Actual Finish
Date field, then in Primavera:
|
| Status | IFS Activity Status | This is a user defined field, grouped in the Activities subject area in Primavera. |
| Constraint Type | Primary Constraint |
The IFS constraint Start not earlier than corresponds
to the Primavera constraint Start on or after. The IFS constraint End not later than corresponds to the Primavera constraint Finish on or before. The IFS constraint Must Start On corresponds to the Primavera constraint Mandatory Start. The IFS constraint Must End On corresponds to the Primavera constraint Mandatory Finish. The IFS constraint As Late as Possible corresponds to the Primavera constraint As Late as Possible.
If
the IFS activity has no constraint: |
| Constraint Date | Primary Constraint Date | |
| Activity Class | Activity Code | |
| Value | Code Value | |
| Value Description | Description |
Following fields are created or updated in Primavera, changes in dependency type results in that the current dependency type is deleted and the new dependency type is inserted.
| IFS Field | Primavera Field |
| Activity ID | Activity ID |
| Predecessor Activity ID | Predecessor Activity ID |
| Successor Activity ID | Successor Activity ID |
| Dependency Type | Relationship Type |
| Lag | Lag |
Following data is created or updated in Primavera. The resource master data must exist in Primavera, for the resources to be assigned through the import.
| IFS Field | Primavera Field | Comments |
| Activity ID | Activity ID | Note: Primavera does not allow resources to be assigned to a milestone activity. |
| Resource ID | Resource ID | |
| Planned Hours | Planned Units | The value imported is in the unit Hours. |
Neither Resource master data nor the Calendars can be exported from Primavera to IFS. Only the Global Activity Codes in Primavera are possible to export into IFS Activity Classes.
Global activity codes in Primavera and its values are exported to activity classes and its values in IFS.
| IFS Field | Primavera Field | Comments |
| Activity Class | Activity Code | Global activity classes are imported. |
| Value | Code Value | |
| Value Description | Description |
Project data is exported using Export All Projects Synchronization.
| IFS Field | Primavera Field |
| Project Planned Start | Project Planned Start |
| Project Planned Finish | Finish |
| IFS Field | Primavera Field | Comments |
| Sub Project ID | WBS Code |
If a WBS Code is changed in Primavera, then a new sub
project is created when exporting. Note: IFS requires that the Sub Project ID is unique for the project, thus it is not possible to either export from or import to Primavera if there are non-unique WBS codes in the Primavera project. |
| Sub Project Description | WBS Name |
|
| Parent Sub Project (or Project) ID | Parent WBS Code |
|
| IFS Field | Primavera Field | Comments |
| Activity ID | Activity ID | If an activity ID is changed in Primavera, then a new activity is created when exporting. |
| Activity Description | Activity Name |
|
| Parent Sub Project ID | WBS Code | The sub project to which the activity belongs. |
| Early Start | Start |
Note: If the IFS activity has an actual start date, the early start date will not be updated when exporting. |
| Early Finish | Finish |
Note: If the IFS activity has an actual finish date, the early finish date will not be updated when exporting |
|
Activity Milestone |
Activity Type | |
| Late Start Date | Late Start | |
| Late Finish Date | Late Finish | |
| Total Float | Total Float |
|
| Free Float | Free Float | |
| Constraint Type | Primary Constraint |
The IFS constraint Start not earlier than corresponds
to the Primavera constraint Start on or after. The IFS constraint End not later than corresponds to the Primavera constraint Finish on or before. The IFS constraint Must Start On corresponds to the Primavera constraint Mandatory Start. The IFS constraint Must End On corresponds to the Primavera constraint Mandatory Finish. The IFS constraint As Late as Possible corresponds to the Primavera constraint As Late as Possible.
When updating an existing activity in IFS:
|
| Constraint Date | Primary Constraint Date | |
| Baseline Project Start Date | BL Project Start | |
| Baseline Project Finish Date | BL Project Finish | |
| Baseline User Primary Start Date | BL1 Start | |
| Baseline User Primary Finish Date | BL1 Finish | |
| Primary Constraint | Primary Constraint | |
| Secondary Constraint | Secondary Constraint | |
| Activity Class | Activity Code | |
| Value | Code Value | |
| Value Description | Description | |
| Validity |
| IFS Field | Primavera Field |
| Activity ID | Activity ID |
| Predecessor Activity ID | Predecessor Activity ID |
| Successor Activity ID | Successor Activity ID |
| Dependency Type | Relationship Type |
| Lag | Lag |
The resource master data must exist in IFS, for the resources to be assigned though the synchronization.
| IFS Field | Primavera Field | Comments |
| Activity ID | Activity ID | Note: IFS allows a Resource ID to be assigned only once to the same activity. |
| Resource ID | Resource ID | |
| Planned Hours | Planned Units | When exporting, the value is converted to the unit Hours, if another unit is used. |