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iii
iv IBM Maximo Adapter for Primavera
Chapter 1. IBM Maximo Adapter for Primavera 7.1 product
overview
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.
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.
1
2 IBM Maximo Adapter for Primavera
Chapter 2. User interface changes with IBM Maximo Adapter
for Primavera
When 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 Applications Function
Primavera v Work Order Tracking (PV) Controls the transfer of data
between Maximo Adapter for
v Preventive Maintenance
Primavera and Primavera
(PV)
v Labor
Logic v Work Order Tracking (PV) Holds logic information
between tasks
v Job Plans (PV)
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.
3
4 IBM Maximo Adapter for Primavera
Chapter 3. Administering
Customizing user preferences
Each 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.
Results
After 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 names
The 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.
5
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.
If 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 Specify the project name, project description,
Primavera that includes all work orders in and planned start date and then click
the query result set. Project Export. If you do not specify a
planned start date, the current date is used
as the planned start date on the project.
Results
After you have confirmed the action, the project is created in Primavera.
The Logic tab in the Job Plans (PV) application and the Logic tab in the Work
Order Tracking (PV) application provide the same functionality. You can begin this
process from either application.
Chapter 3. Administering 7
v SS - Start to Start: The start of the To Task activity depends on the start of the
From Task activity.
1. Go into the Job Plans (PV) or the Work Order Tracking (PV) application. Select
the job plan or work order for which you want to create logic.
2. On the Logic tab, in the Logic for Job Plan name section or Logic for Work
Order name section, click New Row.
3. Enter the information in the fields to indicate the relationship between the two
tasks.
4. Optional: Enter a number in the Lag field to indicate the number of hours
required before the subsequent activity can start.
5. Save your changes.
What to do next
If you want to view the logic for a particular job plan or work order, you can view
that information on the Logic tab.
Related reference
The PLUSVLOGIC table for importing logic on page 34
Predecessor and successor constraints are imported from Primavera Project
Management to the IBM Maximo Asset Management WORKORDER table as task
records and to the PLUSVLOGIC table.
Chapter 3. Administering 9
About this task
The Primavera activity ID is used as the work order number for the imported
work orders.
1. In the Work Order Tracking (PV) application, click the Primavera tab.
2. From the Projects tab, select a project for which you want to import
information.
3. From the Import Work Order Items field, select from the appropriate options.
4. Click Import.
Results
After you confirm the action, the data is imported to Maximo Asset Management.
Related concepts
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
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
Importing new activities from Primavera Project Management
You use the Import Work Order Options option to import new activities from
Primavera Project Management into IBM Maximo Asset Management via the IBM
Maximo Adapter for Primavera.
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.
Results
After you confirm the action, the activities are imported to Primavera.
If you do not want to export all the child work orders and their content, you can
check Exclude work order hierarchy to exclude all child work orders from the
export procedure.
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. From the Primavera tab, go to the Export tab and expand the EPS node in
which you want the new project to be.
3. Select the appropriate options from the options list.
4. 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 Enter the project name, project description,
Primavera that includes all work orders in and planned start date and then click
the query result set. Project Export. If you do not enter a
planned start date, the current date is used
as the planned start date on the project.
Results
After you have confirmed the action, the project is exported to Primavera.
Chapter 3. Administering 11
Related concepts
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 Management.
Checking error details on page 24
If you receive an error message after an export procedure, you can check the
details of these errors on the Exception tab.
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.
Defining projects in Maximo and Primavera Project Management on page 6
A 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.
Excluding data from Primavera Project Management on page 22
You can create custom settings in IBM Maximo Adapter for Primavera to exclude
particular data from Primavera Project Management.
Importing data from Primavera on page 9
You can use the IBM Maximo Adapter for Primavera to import information from
Primavera Project Management. The types of information that you can import
include logic, activities, schedule dates, and actual dates. Activities are imported as
work orders.
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.
Related reference
The Maximo Asset Management base table for exporting craft roles on page 29
IBM Maximo Asset Management crafts are exported to Primavera Project
Management as roles. When Maximo Asset Management crafts are exported as
roles, they are collected under a single Primavera role heading called MAXCRAFT.
The Maximo Asset Management table for exporting project expenses on page 35
IBM Maximo Asset Management material costs are exported to Primavera Project
Management as expenses. When Maximo Asset Management materials are
exported to Primavera, they are summarized as activity expenses.
Options for exporting data on page 18
You can customize how you export data using the data export options on the
Export sub-tab of the Primavera tab.
The Maximo Asset Management WORKORDER Table for exporting tasks on
page 38
Work orders identified in the PLUSVSESSION table as tasks (EXP_TASK) are
exported to Primavera Project Management as activities.
Results
After the settings have been configured, the purchase constraints will be exported
as configured during the next export process.
Chapter 3. Administering 13
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.
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
Customizing user preferences on page 5
Each user can create custom settings in IBM Maximo Adapter for Primavera to
exclude particular data from Primavera Project Management.
Results
After you confirm the action, the result set is appended to the project.
Updating projects
You can use Update Work Order/Task Options to update a project. The update
process only changes work orders that currently exist in the project. It does not
create new data or new work orders.
The parent work orders, or PM records that you want to transfer to Primavera
Project Management must be listed on the List tab in the Work Order Tracking
(PV) or Preventive Maintenance (PV) application. Child work orders are
transferred to Primavera Project Management only as part of a hierarchy. Child
work orders listed on the List tab are not transferred to Primavera Project
Management.
The update happens in two phases. The first phase identifies all activities created
in IBM Maximo Asset Management and their associated resource assignments. The
resource assignments are deleted from the adapter table. This approach does not
affect any activity information that was added through Primavera Project
Management. The second phase inserts activity information created in Maximo
Asset Management into the adapter table, including resource assignments.
Chapter 3. Administering 15
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. From the Primavera tab, go to the Projects tab and select a project that you
want to update.
3. In the Update Work Order/Task Options section, select what you want to
update,
v Update cost only
v Update all
v Update all except
If you choose Update all except, select the check boxes that correspond to the
items that you want to exclude from the update.
You can also choose to append new data from query results and update
existing data by selecting the Append on update check box.
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.
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 Management.
Related reference
Options for exporting data on page 18
You can customize how you export data using the data export options on the
Export sub-tab of the Primavera tab.
Overwriting projects
You can use the overwrite functionality to overwrite a project in Primavera Project
Management that was created by exporting the project from IBM Maximo Asset
Management. When you overwrite a project, all work orders are removed but all
the project details, such as notes and logs are maintained.
One advantage to using the overwrite function is that when the new project is
exported, rather than exporting all the data, only the changed data is exported,
which simplifies the process and cuts down on processing time.
1. In the Work Order Tracking (PV) application, click on the Primavera tab.
2. From the Projects tab, select the project that you want to overwrite.
3. In the Overwrite section, click Overwrite Project.
EPS detail
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.
The EPS and the Organizational Breakdown Structure (OBS) must be defined in
Primavera Project Management and then imported into IBM Maximo Asset
Management before data can be exported to Primavera. You must keep the EPS
detail up-to-date in Maximo Asset Management.
Refresh the EPS details from the Export tab before any transfer operation.
Chapter 3. Administering 17
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.
Related tasks
Defining projects in Maximo and Primavera Project Management on page 6
A 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.
Deleting projects in Maximo and in Primavera Project Management on page 21
You can delete a project from IBM Maximo Asset Management and Primavera
Project Management at the same time. If you delete a project, you delete the
relationships between the work orders that make up the project. The work orders
are not actually deleted.
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
Importing data from Primavera on page 9
You can use the IBM Maximo Adapter for Primavera to import information from
Primavera Project Management. The types of information that you can import
include logic, activities, schedule dates, and actual dates. Activities are imported as
work orders.
Overwriting projects on page 16
You can use the overwrite functionality to overwrite a project in Primavera Project
Management that was created by exporting the project from IBM Maximo Asset
Management. When you overwrite a project, all work orders are removed but all
the project details, such as notes and logs are maintained.
Related reference
The Maximo Asset Management PLUSVSESSION table for importing EPS nodes
on page 31
Use the IBM Maximo Asset Management crafts are exported to PLUSVSESSION
table to import EPS nodes from Primavera Project Management to Maximo Asset
Management. The PLUSVSESSION table holds project and parent work order
information. When a project is selected to import into Maximo Asset Management,
the relevant row is retrieved from the PLUSVSESSION table and the PV_PROJ_ID
is used to retrieve the project from Primavera.
Chapter 3. Administering 19
Related tasks
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
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 Management.
Updating projects on page 15
You can use Update Work Order/Task Options to update a project. The update
process only changes work orders that currently exist in the project. It does not
create new data or new work orders.
Chapter 3. Administering 21
Related concepts
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
Overwriting projects on page 16
You can use the overwrite functionality to overwrite a project in Primavera Project
Management that was created by exporting the project from IBM Maximo Asset
Management. When you overwrite a project, all work orders are removed but all
the project details, such as notes and logs are maintained.
Results
After these settings are configured, they will go into effect during the next export
procedure.
Related tasks
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
Actual start, actual finish, scheduled start, scheduled finish,and constraint dates are
the only date fields that are exported from IBM Maximo Asset Management to
22 IBM Maximo Adapter for Primavera
Primavera Project Management. Projects that are imported into Maximo Asset
Management change the scheduled or actual dates depending on the status of the
activity in Primavera. If the activity is not started, the scheduled dates are changed
with the values imported from Primavera. If an activity is started, the actual dates
are changed with the values imported from Primavera. Target dates are never
affected by importing a project into Maximo Asset Management.
1. On the List tab of the Work Order Tracking (PV) application, run a query to
select the work orders that contain the tasks for which you want to specify
scheduling information.
2. Click the Plans tab. The Plans tab is populated with a list of tasks for the
selected work orders.
3. Select a task and expand the detail for that task.
4. In the Scheduling Information section, enter the appropriate information.
Related tasks
Tracking project progress on page 8
You can check the progress of your project by looking at the percent complete for
the work orders that make up that project.
Results
After you define the custom mapping, the custom mappings are incorporated into
the next export procedure.
Chapter 3. Administering 23
Related reference
Data transfer customization: PLUSVMAP Table
You can use the PLUSVMAP table to customize the transfer of data between IBM
Maximo Asset Management and Primavera Project Management. Because the
information must be entered into the table manually, a System Administrator or
equally qualified person must enter the data.
The PLUSVMAP mapping runs after the adapter completes the standard updates
and inserts into Primavera for an export or Maximo Asset Management for an
import. Spare fields in the respective applications are intended to be used to
customize data transfer. However, the process can be overwritten. If this is done,
the client must take full responsibility for doing so.
Table 5. The PLUSVMAP table for customizing data transfer
PLUSVMAP table Notes
Column
PLUSVMAP_ID Unique identifier for each row
PVMAP_ID The ID field, entered by user
DESCRIPTION Description of the new mapping
MXMBO Maximo Asset Management object. Use one
of the following: WORKORDER, TOOL,
LABOR, PM
MXFIELD Field name for the Maximo Asset
Management object. Value entered must be
in all caps.
PVOBJECT Primavera API Business Object. Use one of
the following: ACTIVITY, RESOURCE, WBS
PVFIELD Field name for the Primavera API Business
Object. Value entered is case-sensitive.
TRANSACTIONTYPE Use one of the following: IMPORT, EXPORT
FIELDTYPE
Use one of the following:
Chapter 3. Administering 25
Table 6. Permitted Maximo Asset Management/Primavera Class Type Pairings
Maximo Asset Management Class Type
(MXTYPE) Primavera Class Type (PVTYPE)
Double Percent
Double Cost
Double UnitsPerTime
String Objectid
Double Unit
Double Duration
Date EndDate
Date BeginDate
String PercentCompleteType
String ActivityStatus
String ConstraintType
String RelationshipType
String DurationType
String ActivityType
String CalendarType
String ResourceType
String UDF_Text
Double UDF_Number
Date UDF_StartDate
Date UDF_FinishDate
Date Date
Integer Integer
String String
Double Double
The following example shows the PLUSVMAP table that contains customized data
transfer settings.
Table 7. Example of PLUSVMAP table with customized data transfer settings
TRANSACTION
PVMAPID
DESC MXMBO MXFIELD PVOBJECT
PVFIELD TYPE FIELDTYPE
MXTYPE
PVTYPE EXECOPTION
1 Status to WORKORDER STATUS Activity Feedback EXPORT String String SKIPIFNULL
Feedback
2 Status to TOOL DESCRIPTION Resource ResourceNotes
EXPORT String String SKIPIFNULL
Feedback
3 PV WORKORDER WO1 Activity Name IMPORT String String SKIPIFNULL
Wbs_Short_Name
to MX
WO1
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.
Related tasks
Defining custom mapping on page 23
Custom mapping of additional data between IBM Maximo Asset Management and
Primavera Project Management is available through a dialog box at the site level in
Maximo Asset Management. Access must be granted to the Primavera Custom
Map for Sites for the appropriate group or groups before you can define custom
maps.
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.
Chapter 3. Administering 27
Table 8. WORKORDER table for importing activities
Maximo
WORKORDER
Primavera table Notes
Table Column Column
TASK TASK_ID Set to Used for Logging only
TASK TASK_CODE WONUM If the value of the TASK_CODE
does not exist in Maximo Asset
Management, this activity was
created in Primavera. The value
of the TASK_CODE is used to
create a new task work order
record.
TASK TASK_NAME DESCRIPTION If value of the TASK_CODE
does not exist in Maximo Asset
Management, this activity was
created in Primavera. The value
of the TASK_CODE is used to
create a new task work order
record.
PROJWBS WBS_SHORT_NAME PARENT If the value of the TASK_CODE
does not exist in Maximo Asset
Management, this activity was
created in Primavera. The value
of the WBS_SHORT_NAME is
used to create a new task work
order record.
TASK TASK_TYPE Set to Used for detecting
milestones
TASK ACT_START_DATE ACTSTART
TASK ACT_END_DATE ACTFINISH
TASK DRTN_COMPLETE_PCT PCCOMPLETE
TASK TARGET_START_DATE SCHEDSTART
TASK TARGET_END_DATE SCHEDFINISH
TASK ACT_DRTN_HR_CNT ESTDUR
TASK REMAIN_DRTN_HR_CNT REMDUR
Related concepts
Resource records for exported crafts
If a resource record exists in Primavera Project Management for a craft that you are
exporting, the resource record is updated. If a resource record does not exist in
Primavera, one can be created during the export procedure.
Related tasks
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
Related reference
The Maximo Asset Management table for exporting labor and crafts on page 33
IBM Maximo Asset Management labor and crafts are exported to Primavera Project
Management as resources. Maximo Asset Management labor and crafts are
collected under a single Primavera role heading called MAXLABOR.
Chapter 3. Administering 29
Whether the Schedule by Work Location check box is selected or not determines
which resource records are created in Primavera. The Schedule by Work Location
check box is accessed through Organizations (PV)> List tab > Select Action menu
> Primavera Options > System Options. Access must be granted to Primavera
Options and System Options for the appropriate groups before you can use the
Schedule by Work Location check box.
During an export procedure, resource records are handled in one of three ways:
v If a resource record exists in Primavera for a craft that is being exported, the
resource record is updated.
v If the Schedule by Work Location check box is not selected, a resource record is
created in Primavera for the craft record that is specified on the work order or
task. The craft standard rate is included on the resource record. In a
multi-organization environment where duplicate crafts with different standard
rates could exist, only the first craft record is exported to Primavera.
v If the Schedule by Work Location check box is selected, the location specified
on the task is checked for a work location prefix value. If a prefix exists, it is
appended to the beginning of the craft to create a resource record in Primavera.
If the task location does not have a work location prefix, the location of the
parent is checked for a work location prefix. If it has a work location prefix, the
work location of the parent is appended to the craft specified on the task to
create the resource record. The craft standard rate is included on the resource
record.
Example 1 shows a work location prefix for all locations. Schedule by Work
Location is selected for the organization.
Table 10. Work location prefixes for example 1
Location Work Location Prefix
Users Site BEDFORD
Locations under site BEDFORD ADDR01
ADDR02
ADDR03
Work Location Prefix for ADDR01 MX1
Work Location Prefix for ADDR02 MX2
Work Location Prefix for ADDR03 MX3
Craft MECH
Table 11. Resource records for example 1 that are exported to Primavera
BEDFORD-MECH
MX1-MECH
MX2-MECH
MX3-MECH
Example 2 shows one location without a work location prefix. Schedule by Work
Location is selected for the organization.
ADDR02
ADDR03
Work Location Prefix for ADDR01 MX1
Work Location Prefix for ADDR02 null
Work Location Prefix for ADDR03 MX3
Craft MECH
Table 13. Resource Records for example 2 that are exported to Primavera
BEDFORD-MECH
MX1-MECH
MX3-MECH
Related reference
The Maximo Asset Management base table for exporting craft roles on page 29
IBM Maximo Asset Management crafts are exported to Primavera Project
Management as roles. When Maximo Asset Management crafts are exported as
roles, they are collected under a single Primavera role heading called MAXCRAFT.
The Maximo Asset Management table for exporting labor and crafts on page 33
IBM Maximo Asset Management labor and crafts are exported to Primavera Project
Management as resources. Maximo Asset Management labor and crafts are
collected under a single Primavera role heading called MAXLABOR.
Chapter 3. Administering 31
Table 14. The PLUSVSESSION table for importing EPS nodes (continued)
Maximo PLUSVSESSION
Primavera table Notes
Table Column Column
PROJECT SCD_END_DATE PV_SCD_END_DATE
PROJECT PROJ_ID PV_PROJ_ID
PROJWBS WBS_NAME PV_WBS_NAME
PROJWBS WBS_SHORT_NAME PV_WBS_SHORT_NAME
PROJWBS STATUS_CODE PV_STATUS_CODE
PROJWBS WBS_ID PV_WBS_ID
PROJWBS PARENT_WBS_ID PV_PARENT_WBS_ID
PROJWBS TREE_SORT_STRING PV_TREE_SORT_STRING
PV_USER_ID Set to the Primavera
integration user name
specified in the labor
record for the
Maximo Asset
Management user.
MX_SESSIONSTATUS Set to EPS
MX_SESSIONID Set to WARN: NONE
MX_CREATED Set to the current
date and time
MX_PVSESSION_ID Not used
DESCRIPTION Not used
PV_USER_NAME Not used
MX_USERNAME Maximo Asset
Management user
MX_UPDATED Date and time when
the project is
updated.
MX_WONUM Work order number
or task ID
MXS0 Extra field
MXS1 Extra field
MXS2 Extra field
MXS3 Extra field
MXS4 Extra field
MXS5 Extra field
MXS6 Extra field
MXS7 Extra field
MXS8 Extra field
MXS9 Extra field
ORGID Organization ID
SITEID Site ID
Chapter 3. Administering 33
Related concepts
Resource records for exported crafts on page 29
If a resource record exists in Primavera Project Management for a craft that you are
exporting, the resource record is updated. If a resource record does not exist in
Primavera, one can be created during the export procedure.
Related reference
The Maximo Asset Management base table for exporting craft roles on page 29
IBM Maximo Asset Management crafts are exported to Primavera Project
Management as roles. When Maximo Asset Management crafts are exported as
roles, they are collected under a single Primavera role heading called MAXCRAFT.
date/time of import = date and time that is taken at the beginning of the import
Related tasks
Creating relationships between tasks on projects on page 7
The relationships between tasks on a work order is called logic in IBM Maximo
Asset Management. You can add relationships in Primavera Project Management
and export them to Maximo Asset Management where they can be viewed on the
Logic tab. All dates that are based on the relationships that are generated in
Primavera can be exported and stored also in Maximo Asset Management. You can
add logic in Maximo Asset Management but Maximo Asset Management does not
display the relationships through a visual component as in Primavera.
Chapter 3. Administering 35
Table 18. Mappings for exporting project expenses (continued)
Maximo base table Primavera Notes
Table Column Table Column
PROJCOST COST_NAME Set to Total
Material Cost
WPMATERIAL SUM(ITEMQTY PROJCOST TARGET_COST
* UNITCOST)
PROJCOST TARGET_QTY Set to 1
WPMATERIAL SUM(ITEMQTY PROJCOST COST_PER_QTY
* UNITCOST)
MATUSETRANS SUM(ACTUALCOST)
PROJCOST ACT_COST
PROJCOST REMAIN_COST Set to
TARGET_COST-
ACT_COST
Related tasks
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
Related reference
The Maximo Asset Management WORKORDER table for importing activities on
page 27
Activities are imported from Primavera Project Management to the IBM Maximo
Asset Management WORKORDER table as task records.
TOOL DESCRIPTION
MXOBJTYPE Set to one of the
following: CRAFT,
LABOR, CALENDAR,
TOOL
MXRECID
LABOR LABORCODE
TOOL TOOLNUM
CALENDAR CALNUM
MXUSERNAME Set to the Maximo
Asset Management
user
MXCREATED Set to current date
and time
Chapter 3. Administering 37
Table 20. Mapping the transfer for resources from the Maximo base table to the
PLUSVCACHE table (continued)
Maximo base table PLUSVCACHE table Notes
table Column Column
PVTABLE Set to one of the
following Primavera
tables: ROLES, RSC,
CALENDAR
PVRECID Set to the key field
value of the resource
record (from ROLES,
RSC, or CALENDAR
table)
PVURL The Primavera API
host address
PVUSERNAME The Primavera user
name
ORGID The organization ID
SITEID The site ID
MXUPDATED
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.
Related tasks
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
Related tasks
Exporting data to Primavera Project Management on page 11
You can use the IBM Maximo Adapter for Primavera to export IBM Maximo Asset
Management data to Primavera Project Management. The only data that can be
exported includes the actual start date, the actual finish date, scheduled start,
scheduled finish, and constraint dates.
Chapter 3. Administering 39
Table 23. The PLUSVSESSION table for exporting WBS (continued)
Maximo Primavera
Table Column Table Column
PLUSVSESSION PVWBSID of the PROJWBS PARENT_WBS_ID
parent of the current
work order
PLUSVSESSION PVWBSSHORTNAME PROJWBS WBS_SHORT_NAME
Related reference
The Maximo Asset Management WORKORDER Table for importing work
breakdown structure (WBS)
Work breakdown structures (WBS) are imported from Primavera Project
Management to the IBM Maximo Asset Management WORKORDER table. Projects
created in Primavera as a result of an export of a PM record from Maximo Asset
Management are not imported back into Maximo Asset Management.
Related reference
The Maximo Asset Management PLUSVSESSION table for exporting work
breakdown structure (WBS) on page 39
Work orders identified in the PLUSVSESSION table as work breakdown structures
(EXP_WBS) are exported to Primavera Project Management as WBS nodes or
activities.
Chapter 3. Administering 41
42 IBM Maximo Adapter for Primavera
Chapter 4. Notices for IBM Maximo Adapter for Primavera 7.1
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