Regarding OP and P6v8 Integration

Question

Hi All,
From the OP Portfolio Management Integration Pack for Primavera P6 EBS3.1 Implementation guide,
1) If you enable workplan and financial structures and fully shared structure, we can integrate only workplan structure
(which ultimately means if have enabled Workplan structure Only) => we can integrate Project/WBS from OP to P6 as per above first point.
2) For a fully shared structure, you can send/recieve budget even if the workplan structure is enabled.
Even Propsal Budget (class Budget type) can be integrated from P6 to OP.
But to send another budget, we need to customise the standard PIP as we are integrating more than one Financial Plan integration.
Please confirm.

Answer 1

Hi Sudha,
I have more questions for you!
If you won't be sending the WBS from P6 back to OP after adding the additional tasks/activities in P6, what are the benefits for the integration for your customer? Are they only concerned about gathering costs from OP back to P6 at the WBS level? If that is the case then they should consider Financial structure integration. You can achieve what you first explained, but all you're doing is setting up a shell of a WBS in OP and sending that to P6 with no other interaction between the systems - I am not sure what the point of the integration is.
At what level do you expect to send a budget from P6 to OP? Is it at a summarized WBS level or at the lowest task level possible? When you send the project budget from P6 to OP so you'll be sending ALL of the tasks/activities you created in P6 to the OP WBS at the same time if you integrate with the workplan in OP. You are correct you can only send one budget though without customization.
Dean