IBM Maximo Adapter for 7

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IBM Maximo Adapter for Primavera

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IBM Maximo Adapter for Primavera

ContentsChapter 1. IBM Maximo Adapter for Primavera 7.1 product overview . . . . 1 Chapter 2. User interface changes with IBM Maximo Adapter for Primavera . . . 3 Chapter 3. Administering . . . . . . . 5Customizing user preferences . . . . . . . . . 5 Query names . . . . . . . . . . . . . . 5 Defining projects in Maximo and Primavera Project Management . . . . . . . . . . . . . . 6 Creating relationships between tasks on projects . 7 Tracking project progress . . . . . . . . . 8 Transferring data between Maximo and Primavera . 8 Importing data from Primavera . . . . . . . 9 Exporting data to Primavera Project Management 11 Appending result sets . . . . . . . . . . 14 Updating projects . . . . . . . . . . . 15 Overwriting projects . . . . . . . . . . 16 EPS detail . . . . . . . . . . . . . . . 17 Options for exporting data . . . . . . . . . 18 Data transfer requirements and restrictions . . . . 20 Deleting projects in Maximo and in Primavera Project Management . . . . . . . . . . . 21 Excluding data from Primavera Project Management 22 Specifying scheduling information for tasks . . . 22 Defining custom mapping . . . . . . . . . 23 Checking error details . . . . . . . . . . . 24 Data transfer tables . . . . . . . . . . . . 24 Data transfer customization: PLUSVMAP Table 24 The Maximo Asset Management WORKORDER table for importing activities . . . . . . . . 27 The Maximo Asset Management base table for exporting craft roles . . . . . . . . . . The Maximo Asset Management PLUSVSESSION table for importing EPS nodes . . . . . . . The Maximo Asset Management table for exporting labor and crafts . . . . . . . . The PLUSVLOGIC table for importing logic . . The Maximo Asset Management table for exporting project expenses . . . . . . . . The Maximo Asset Management PLUSVSESSION table for importing new activities . . . . . . The Maximo Asset Management PLUSVCACHE table for transferring resources . . . . . . . The Maximo Asset Management WORKORDER Table for exporting tasks . . . . . . . . . The Maximo Asset Management table for exporting tools as resources . . . . . . . . The Maximo Asset Management PLUSVSESSION table for exporting work breakdown structure (WBS) . . . . . . . . . . . . . . . The Maximo Asset Management WORKORDER Table for importing work breakdown structure (WBS) . . . . . . . . . . . . . . . The Maximo Asset Management PLUSVSESSION table for transferring the work order hierarchy . 29 31 33 34 35 36 37 38 39

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Chapter 4. Notices for IBM Maximo Adapter for Primavera 7.1 . . . . . . 43 Index . . . . . . . . . . . . . . . 45

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IBM Maximo Adapter for Primavera

Chapter 1. IBM Maximo Adapter for Primavera 7.1 product overviewWith IBM Maximo Adapter for Primavera, you can view, schedule and work with Primavera Project Management data from within IBM Maximo Asset Management. The Maximo Adapter for Primavera integrates the work management of Maximo Asset Management with the resource levelling and scheduling of Primavera. With the Maximo Adapter for Primavera, you can perform the following tasks: v Integrate Maximo Asset Management work orders, preventive maintenance (PM) records, assets, resources, and calendars with Primavera. In Primavera, work orders and PM records are referred to as activities. v Create Maximo Asset Management work orders from activities in Primavera. v Update data in the Maximo Asset Management database with the new schedules, logic, and activities from Primavera. v Link operational maintenance activities that are defined in Maximo Adapter for Primavera with project work that is planned in Primavera. Related reference Chapter 2, User interface changes with IBM Maximo Adapter for Primavera, on page 3 When you install IBM Maximo Adapter for Primavera some new fields and tabs are added to the user interface.

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IBM Maximo Adapter for Primavera

Chapter 2. User interface changes with IBM Maximo Adapter for PrimaveraWhen you install IBM Maximo Adapter for Primavera some new fields and tabs are added to the user interface.Table 1. Tabs added to the Maximo Asset Management user interface Tab name Primavera Applications v Work Order Tracking (PV) v Preventive Maintenance (PV) v Labor Logic v Work Order Tracking (PV) v Job Plans (PV) Holds logic information between tasks Function Controls the transfer of data between Maximo Adapter for Primavera and Primavera

Fields are also added to the Work Order Tracking (PV), Labor, and Locations (PV) applications to hold Primavera data. Related concepts Chapter 1, IBM Maximo Adapter for Primavera 7.1 product overview, on page 1 With IBM Maximo Adapter for Primavera, you can view, schedule and work with Primavera Project Management data from within IBM Maximo Asset Management. The Maximo Adapter for Primavera integrates the work management of Maximo Asset Management with the resource levelling and scheduling of Primavera.

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IBM Maximo Adapter for Primavera

Chapter 3. AdministeringCustomizing user preferencesEach user can create custom settings in IBM Maximo Adapter for Primavera to exclude particular data from Primavera Project Management. 1. On the List tab of the Labor application, run a query to select the labor records that you want to work with. 2. In the Labor application, click the Primavera tab. 3. Select from the following options for the data that you want to exclude: v Exclude Milestone Generation on Primavera Used with Workorders export to Activities. If you want the WBS structure created but not the milestones, select this check box. If Workorders export to Activities is not selected, work orders are transferred into a WBS structure and milestones are created from target start and finish dates. v Exclude Export of Duplicate Projects If selected, any projects existing in Primavera Enterprise Project Manager are not exported. v Exclude Labor from Primavera Resource Pool If selected, labor records are not transferred to Primavera Enterprise Project Manager.

ResultsAfter you set the user preferences, the preferences will be in effect the next time you perform an export procedure. Related tasks Configuring settings for exporting purchase constraints on page 13 You can configure settings in the Primavera Site Options dialog box in IBM Maximo Adapter for Primavera for exporting purchase constraints to Primavera Project Management. You can control when the purchase constraints are exported, based on purchase line items, requisition line items, or both.

Query namesThe IBM Maximo Asset Management query function can be used to create queries for work orders or PM records that are exported to Primavera Project Management. When the selection criteria is defined, it is recommended that you save the query with a name that uses a project reference so that the selection criteria can be reused for the given project. It is recommended that you use a naming convention that distinguishes Primavera integration queries from other queries.

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Related tasks Transferring data between Maximo and Primavera on page 8 There are several methods for transferring data between IBM Maximo Asset Management and Primavera Project Management.

Defining projects in Maximo and Primavera Project ManagementA project is a collection of one or more work orders. The project logic establishes the relationships between the work orders. You can define a project when you export work orders to Primavera Project Management.

About this taskIf you export a work order to create a project, that project name is the selected work order ID or the ID of the parent work order. The project description is the work order description or the parent work order description and the project planned start date is the date that you exported the work orders. 1. On the List tab of the Work Order Tracking (PV) application, run a query to select the work orders that you want to export to the new project. 2. In the Work Order Tracking application, click. 3. From the Primavera tab, go to the Export tab and expand the EPS node in which you want the new project to be. 4. Select the appropriate options from the options list. 5. In the Primavera EPS Detail section, choose one of the following export functions to export your data:Option Description

Work Orders Export creates a new project in Click Work Orders Export. Primavera for each work order in the query result set. Project Export creates a new project in Primavera that includes all work orders in the query result set. Specify the project name, project description, and planned start date and then click Project Export. If you do not specify a planned start date, the current date is used as the planned start date on the project.

ResultsAfter you have confirmed the action, the project is created in Primavera.

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IBM Maximo Adapter for Primavera

Related concepts Data transfer requirements and restrictions on page 20 There are several requirements and restrictions on what data can be transferred between IBM Maximo Asset Management and Primavera Project Management. EPS detail on page 17 The Enterprise Project Structure (EPS) is a framework in the Primavera product that contains details of the projects that are in the database and the ownership of those projects. When a project is created, it is assigned to an EPS node. Every time that you transfer data between IBM Maximo Asset Management and Primavera Project Management, you should verify that the Enterprise Project Structure (EPS) into which you plan to transfer data exists in Primavera. Related tasks Appending result sets on page 14 You can use the IBM Maximo Asset Management to append a result set to a project. When you append a work order to a project, you are creating new activities in Primavera Project Managemen