field mappings for the transfer from expedition to p3e/c ...€¦ · field mappings for the...

Field Mappings for the Transfer from Expedition to P3e/c(Using the Import From Expedition utility in P3e)

Schedule Information:

Drawing Sets Expedition Table.Field Expedition Display Name

dsmt_table.ref_activity_id Activity ID task.task_code Activity IDdsmt_table.set_title Title task.task_name Activity Namedsmt_table.ball_in_court Ball in Court taskactv.actv_code_id,

taskactv.actv_code_type_idRESP: Project Activity Code

dsmt_table.required_start Required Start task.cstr_date Primary Constraint: Start Ondsmt_table.has_started Required Start check box task.act_start_date Actual Startdsmt_table.required_finish Required Finish task.reend_date Remaining Finishdsmt_table.has_finished Required Finish check box task.act_end_date Actual Finishdsmt_table.bid_package Latest Bid Package taskactv.actv_code_id,

taskactv.actv_code_type_idBIDP: Project Activity Code

dsmt_table.contract_number Contract No. taskactv.actv_code_id, taskactv.actv_code_type_id

CNTR: Project Activity Code

Daily Reports Expedition Table.Field Expedition Display Name

dsch.activity_id Activity ID task.task_code Activity IDdsch.activity_title Title task.task_name Activity Namedsch.vendor_abbrev Contractor taskactv.actv_code_id,


dsch.early_start ES task.cstr_date Primary Constraint: Start Ondsch.has_started ES A task.act_start_date Actual Startdsch.early_finish EF task.reend_date Remaining Finishdsch.has_finished EF A task.act_end_date Actual Finishdsch.percent_complete PCT NOT STORED, Calculated Activity PCTdsch.original_duration OD task.target_drtn_hr_cnt Original Duration OD (when not using

resource units)dsch.remaining_duration RD task.remain_drtn_hr_cnt Remaining Duration RDdsch.contract_number Contract No. taskactv.actv_code_id,

taskactv.actv_code_type_idCNTR: Project Activity Code

P3e/c Table.Field

P3e/c Table.Field

P3e/c Display Name

P3e/c Display Name

Materials Expedition Table.Field Expedition Display Namemdmt.ref_activity_id Activity ID task.task_code Activity IDmdmt.first_delivery First Delivery task.act_start_date Actual Startmdmt.final_delivery Final Delivery task.act_end_date Actual Finishmdmt.material_title Material Title task.task_name Activity Namemdmt.cntr_to_vndr To taskactv.actv_code_id,


mdmt.start_date Start Date task.early_start_date Start Datemdmt.completion_date Completion Date task.expect_end_date Expected Finishmdmt.contract_number No. taskactv.actv_code_id,


mdmt.spec_section Spec. Section taskactv.actv_code_id, taskactv.actv_code_type_id

SPCS: Global Activity Code

Punchlists Expedition Table.Field Expedition Display Namepndt.ref_activity_id Activity ID task.task_code Activity IDpndt.description Description task.task_name Activity Namepndt.ball_in_court Ball in Court taskactv.actv_code_id,


pndt.start_date Started task.cstr_date Primary Constraint: Start Onpndt.has_started Has Started task.act_start_date Actual Startpndt.finish_date Finished task.reend_date Remaining Finishpndt.has_finished Has Finished task.act_end_date Actual Finishpnmt.contract_number Contract No. taskactv.actv_code_id,


*NOTE: Only field from PunchLists all other fields are from PunchListDetail

Submittals Expedition Table.Field Expedition Display Namesbmt.submit_activity Submittal Preparation Ref task.task_code Activity IDsbmt.title Title + submittal type task.task_name Activity Namesbmt.submit_start Start task.cstr_date Primary Constraint: Start Onsbmt.submit_has_started Start check box task.act_start_date Actual Startsbmt.submit_finish Finish task.reend_date Remaining Finishsbmt.submit_has_finished Finish check box task.act_end_date Actual Finish

P3e/c Table.Field

P3e/c Table.Field

P3e/c Table.Field

P3e/c Display Name

P3e/c Display Name

P3e/c Display Name

sbmt.received_from Received From taskactv.actv_code_id, taskactv.actv_code_type_id

RESP: Project Activity Code

none taskactv.actv_code_id, taskactv.actv_code_type_id

ISSB: Global Activity Code

*NOTES: All submittals get a code value Y for ISSB code in P3e/c.When Importing from Expedition, P3e/c will create activities for items w/ an activity name field value under the schedule tab in Expedition

Budgeted Contracts/Purchase Orders (cnmt for contracts, pomt for purchase orders)Expedition Table.Field Expedition Display Namecnmt/pomt.ref_activity_id Activity ID task.task_code Activity IDcnmt/pomt.description Document For task.task_name Activity Namecnmt/pomt.to_vendor To (abbreviation) taskactv.actv_code_id,


cnmt/pomt.start_date Started task.cstr_date Primary Constraint: Start Oncnmt/pomt.has_started Started check box task.act_start_date Actual Startcnmt/pomt.completion_date Completed task.reend_date Remaining Finishcnmt/pomt.has_completed Completed check box task.act_end_date Actual Finishcnmt/pomt.spec_section Spec. Section taskactv.actv_code_id,

taskactv.actv_code_type_idSPCS: Global Activity Code

cnmt/pomt.document_number Number taskactv.actv_code_id, taskactv.actv_code_type_id


csdt_view.cost_code Cost Code projcost.acct_id Cost Accountcsdt_view.distributed_value Distributed projcost.target_cost Budgeted Costcsdt_view.csmt_title Title projcost.cost_name Expense Item

Committed Contracts/Purchase Orders (cnmt/pomt: cnmt for contracts, pomt for purchase orders)Expedition Table.Field Expedition Display Namecnmt/pomt.ref_activity_id Activity ID task.task_code Activity IDcnmt/pomt.description Document For task.task_name Activity Namecnmt/pomt.to_vendor To (abbreviation) taskactv.actv_code_id,


cnmt/pomt.start_date Started task.cstr_date Primary Constraint: Start Oncnmt/pomt.has_started Started check box task.act_start_date Actual Startcnmt/pomt.completion_date Completed task.reend_date Remaining Finishcnmt/pomt.has_completed Completed check box task.act_end_date Actual Finishcnmt/pomt.spec_section Spec. Section taskactv.actv_code_id,


cnmt/pomt.document_number Number taskactv.actv_code_id, taskactv.actv_code_type_id


csdt_view.cost_code Cost Code projcost.acct_id Cost Accountcsdt_view.distributed_value Distributed projcost.target_cost Budgeted Cost

P3e/c Table.Field

P3e/c Table.Field

P3e/c Table.Field

P3e/c Display Name

P3e/c Display Name


Cost Information:

csdt_view.csmt_title Title projcost.cost_name Expense Item

Schedule of Values for Payment RequisitionsExpedition Table.Field Expedition Display Namerqdt.ref_activity_id Activity ID task.task_code Activity IDrqdt.description Description of Work task.task_name Activity Namerqdt.percent_complete % G / C Not Stored, Calculated Activity PCTrqdt.total_complete Completed & Stored to Date

D+E+Fprojcost.act_cost Actual Expense Cost

csdt_view.cost_code Cost Code projcost.acct_id Cost Accountcsdt_view.description Title projcost.cost_name Expense Itemrqdt.scheduled_value Scheduled Value projcost.target_cost Budgeted Costrqmt.from_vendor From taskactv.actv_code_id,


*NOTE: An activity is created for each line of the Schedule of Values

Change Orders Expedition Table.Field Expedition Display Namechmt.ref_activity_id Activity ID task.task_code Activity IDcsdt_view.cost_code Cost Code projcost.acct_id Cost Accountchmt.contract_number No. taskactv.actv_code_id,


csdt_view.distributed_value Distributed projcost.target_cost Budgeted Costchmt.spec_section Spec. Section taskactv.actv_code_id,


chmt.to_vendor To taskactv.actv_code_id, taskactv.actv_code_type_id

RESP: Project Activity Code

chmt.title Title task.task_name Activity Namechmt.time_change Time Change task.remain_drtn_hr_cnt Remaining Duration: RDcsdt_view.csmt_title Title projcost.cost_name Expense Item

P3e/c Table.Field

P3e/c Table.Field P3e/c Display Name

P3e/c Display Name

Vendor and Company Information. Project Activity Code RESP (From Contacts view)Expedition Table.Field Expedition Display Namevnmt.vendor_abbrev Abbreviation actvcode.short_name Code Valuevnmt.company_name Company Name actvcode.actv_code_name DescriptionRESP NOT DISPLAYED actvtype.act_code_type Activity Code

Contract Number and Title. Project Activity Code CNTR (Contracts view)Expedition Table.Field Expedition Display Namecnmt.document_number No. actvcode.short_name Code Valuecnmt.description Description actvcode.actv_code_name DescriptionCNTR NOT DISPLAYED actvtype.act_code_type Activity Code

Specification Section and Title. Global Activity Code SPCS (Define, Dictionaries, Spec Sections )Expedition Table.Field Expedition Display Namespec.section_value Section Value actvcode.short_name Code Valuespec.description Description actvcode.actv_code_name DescriptionSPCS NOT DISPLAYED actvtype.act_code_type Activity Code

Bid Package and Description. Project Activity Code BIDP (Define, Dictionaries, Bid Packages )Expedition Table.Field Expedition Display Namebdpk_table.bid_package Bid Package actvcode.short_name Code Valuebdpk_table.description Description actvcode.actv_code_name DescriptionBIDP NOT DISPLAYED actvtype.act_code_type Activity Code

Create Global Activity Code ISSB for Submittal ActivitiesExpedition Table.Field Expedition Display Namenone actvcode.short_name Code Valuenone actvcode.actv_code_name DescriptionISSB NOT DISPLAYED actvtype.act_code_type Activity Code*NOTE: All submittals get a code value Y for ISSB code which means is a submittal

Cost Account Information (From the Cost Worksheet)Expedition Table.Field Expedition Display Namecsmt.cost_code Cost Code account.acct_short_name Cost Account ID

P3e/c Table.Field

P3e/c Table.Field

P3e/c Table.Field

P3e/c Table.Field

P3e/c Table.Field

P3e/c Table.Field

P3e/c Display Name

P3e/c Display Name

P3e/c Display Name

P3e/c Display Name

P3e/c Display Name

P3e/c Display Name


Dictionary Information:

csmt.title Title account.acct_name Cost Account Name*NOTE: Cost Account ID is created with the Expedition project name followed by the cost code. Example: DEMO.09 09680 S

P3e/c Notes:P3e/c task table information can be found on the Status Tab in P3e/c. P3e/c taskactv table information can be found on the Codes Tab in P3e/c.P3e/c projcost table information can be found on the Expenses Tab in P3e/c.P3e/c actvcode and actvtype table information can be found in Activity Code dictionaries. Select Enterprise, Activity Codes.P3e/c account table information can be found in the Cost Account dictionary. Select Enterprise, Cost Accounts.

Expedition Notes:The following Expedition documents are found under the Logs Section: Drawing Sets, Daily Reports, Materials, Punch Lists, SubmittalThe following Expedition documents are found under the Contract Information Section: Budgeted Contracts\Purchase Orders, Committed Contracts\Purchase Orders, Schedule of Values, Change Orders

field mappings for the transfer from expedition to p3e/c ...€¦ · field mappings for the...

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