Oracle Projects Configuration

Complete the required profile options and integration settings for

your environment and global objects. Global objects include a
planning resource list that will be used by both OP and P6 and
planning resource rate schedules. Global Objects are owned by
Oracle Projects, any changes made to these in P6 will be
overwritten by OP.
You must synchronise the global objects before attempting to
synchronise projects between Oracle Projects and Primavera P6.
This allows companies to share resources and resource rates
across both applications, while only maintaining them in the one
system, cutting out duplication of effort. Any changes made to the
resource list and rate schedules in OP are synchronised and
interfaced into Primavera. Thus if youre planning rates change in
the future, due perhaps to inflation, then you only need to update
rates in OP, with P6 automatically updated ensuring your
planners are using the most up to date planning rates.
Key point planning resources with a resource format of Job are
created as roles in Primavera and Financial Elements are created
as an Expense Category.

Primavera Configuration

Defining the Configuration Settings

Authorising Users to Send Data to ERP systems

Running the Primavera P6 Setup Utility

Oracle Projects Planning Resource List

P6 Planning Resource List

Project Templates

Created in OP and interfaced across to P6

Update Template for OP/P6 Integration options

Project Templates are created as Project Codes in P6

Quick Entry Setup of the template in OP must only contain:

o

Project Name

Project Number

Project Start Date

Project Finish Date

NB If creating a project in P6, the user will need to assign the

related project template code for project creation in OP.
Create Project Template in OP and interface to P6

Project Creation
Projects can be created and updated in OP or P6 and interfaced
between the two applications. Synchronisation of project data
between Oracle Projects and Primavera P6 includes the following
components:

Project header

WBS

Resource assignments

For this article we will create a project in Oracle Projects, enable

integration, and mark this project to be created in P6. The
integration process creates this project in P6 and transfers the
project data.

P6

Schedule and Plan Project in P6

Next we will add a new WBS in P6, add activities to tasks and
allocate resources to those activities in P6.

The additional WBS is added as a task in OP, the new activities

created in P6 are interfaced into OP as lowest tasks along with
the planned resource, resource quantities and resource amounts.

Budgets
The planned resource amounts added to the plan in P6 are also
interfaced into OP as budget lines and a working copy of the
budget created.

Notice that the quantities are not being populated.

Cost Collection
Costs are collected in OP and interfaced to P6; this gives the
Project Managers a more complete picture on how their projects
are performing. Prior to interfacing the costs to P6, you must
ensure that the project performance programmes are successfully
run in OP.

Overview
Oracles Project Managements strength in financial project
management complimented by the strength of Primavera as a
scheduling and work planning tool delivers the worlds leading
project portfolio management solution. Oracles Project and
Portfolio Management solution helps businesses achieve and
maintain strategic advantage. Only Oracle supports the full
lifecycle of project and portfolio management within a single,
integrated, accurate view of all project-related activities.