Supported Business Flows

The following business flows support data exchange between Prime and P6:

Related Topics

Exporting Project Data from P6

Importing Project Data to P6

Exporting Project Data from P6

To export project data from P6 to Primavera Unifier, you can use the following default business flows and synchronizations in the Gateway user interface. You can also create your own business flows and synchronizations if these don't fit your needs.

Note: All Gateway settings described below will be overridden by the flow invoked from the P6 user interface.

Default Business Flows

Use the Send to Primavera Unifier default business flow and synchronization to export the following objects from P6 with the appropriate default field mapping template after the name:

Use the Get Activity Data from P6 default business flow and synchronization to to export an Activity object from P6 with the appropriate default field mapping template after the name:

Source Application Default Settings

The following source parameters are available by default. Users with the Gateway administrator role can access and view all hidden parameters. You can also change these settings.

Note: Unless specified in parentheses, all parameters listed below are hidden from a non-administration user.

P6 Filter

Use this setting to specify Projects with specific fields and values to be exported from P6 EPPM. Select Add row to specify additional values and export multiple project IDs from P6.

Spread Period Type

Use this setting to select the default spread period type to be exported P6 EPPM. Options include, Week, Month, Day, and Financial Period.

Activity Filter

Use this setting to specify Activities with specific fields and values to be exported from P6 EPPM. Select Add row to specify additional values and export multiple activities from P6.

Resource Assignment Filter

Use this setting to specify ResourceAssignments with specific fields and values to be exported from P6 EPPM. Select Add row to specify additional values and export multiple resource assignments from P6.

Baseline Ids

Use this setting to specify multiple baseline IDs to be exported from P6 EPPM as comma-separated values.

Delete Data that no longer exists in Primavera?

Use this setting to determine whether data that no longer exists in P6 is deleted.

Summarize project(s) before synchronization?

Use this setting to determine whether to schedule projects before a synchronization.

Synchronize WBS Hierarchy

Use this setting to determine whether to synchronize a complete, partial, or a leveled WBS hierarchy. The P6 setting for WBS will override the setting in Gateway.

Destination Application Default Settings

None

Importing Project Data to P6

To import project data from Primavera Unifier to P6, you can use the following default templates in the Gateway user interface. You can also create your own if these templates don't fit your needs.

Default Business Flows

The following business flows are available:

Source Application Default Settings

The following source parameters are available by default. Users with the Gateway administrator, role can access and view all hidden parameters. You can also change these settings.

Note: Unless specified in parentheses, all parameters listed below are hidden from a non-administration user.

Unifier Project Filter (Optional)

Use this setting to filter Unifier projects by objects, fields, and values to be imported from Primavera Unifier. Select Add row to specify additional values and export multiple project IDs from Uniifer.

Destination Application Default Settings

The following destination application parameters are available by default. Users with the Gateway administrator role can access and view all hidden parameters. You can also change these settings.

Note: Unless specified in parentheses, all parameters listed below are hidden from a non-administration user.

EPS Location

Use this setting to define the EPS node where the projects are located in P6.

Resource Destination

Use this setting to define the resource ID where the imported resources from Unifier are to be created in P6. Enter the location in the destination provider where the resource object is to be created.

Role Destination

Enter the location in the destination provider where the resource object is to be created.

Calculate Cost from Units

Use this setting to determine whether to calculate costs from the units.

Auto Compute Actuals

Use this setting to determine whether the actuals are to be auto-computed.

Delete data that no longer exists in 3rd party application?

Use this setting to determine whether data that no longer exists in a third-party application is deleted.

Schedule project(s) after synchronization?

Use this setting to determine whether to schedule projects after a synchronization.

Summarize project(s) after synchronization?

Use this setting to determine whether to summarize projects after a synchronization.

Save data to P6 if there are errors

Use this setting to determine whether to save the data in P6 although errors were encountered during the import.

Synchronize one project at a time

Use this setting to determine whether to synchronize one project at a time.

Supported Field Mapping Templates

The following tables show field mappings supported in each field mapping template:

Note: If you link the P6 and Unifier projects using the uuu_int_p6_project_id field, then if you update the Project ID field in P6, you must manually update the P6 Project ID field (uuu_p6_project_id) in the corresponding Unifier shell.

Sync P6 and Unifier Projects

This is a mandatory export project template which must be included in the business flow to export summary data from P6 to Unifier. However, this template is not mandatory for Send Activity data from P6 to Unifier. Use this template to establish a link between a Unifier and P6 projects. This template creates a new Activity Sheet in Unifier projects.

P6

Primavera Unifier

ID

ProjectNumber

Name

ProjectName

ProjectScheduleType

uuu_int_schedule_type

Create Activity Sheet from P6

Use this field mapping template in an export project as well as an import project business flow to create an activity data sheet from P6.

Notes: With editing data mapping templates in Primavera Gateway:

P6

Unifier

Id

uuu_P6ActivityId

Name

uuu_P6ActivityName

WBSCode

uuu_P6WBSCode

WBSName

uuu_P6WBSName

WBSPath

uuu_P6WBSPath

Status

uuu_P6ActivityStatus

Type

uuu_P6ActivityType

PercentComplete

uuu_P6PercentComplete

PlannedTotalCost

uuu_P6PlannedTotalCost

ActualTotalCost

uuu_P6ActualTotalCost

AtCompletionTotalCost

uuu_P6AtCompletionTotalCost

RemainingTotalCost

uuu_P6RemainingTotalCost

PlannedStartDate

uuu_P6PlannedStart

PlannedFinishDate

uuu_P6PlannedFinish

ActualStartDate

uuu_P6ActualStart

ActualFinishDate

uuu_P6ActualFinish

StartDate

uuu_P6Start

FinishDate

uuu_P6Finish

RemainingEarlyStartDate

uuu_P6RemainingEarlyStart

RemainingEarlyFinishDate

uuu_P6RemainingEarlyFinish

PlannedDuration

uuu_P6PlannedDuration

ActualDuration

uuu_P6ActualDuration

AtCompletionDuration

uuu_P6AtCompletionDuration

RemainingDuration

uuu_P6RemainingDuration

Update Activity Sheet from P6

Use this export project field mapping template to update P6 activity data elements in Unifier from P6.

Note: Do not include fields that are common to this template and the 'Send Activity Data to P6' template. Otherwise incorrect data will be moved across applications.

P6

Unifier

Id

uuu_P6ActivityId

Name

uuu_P6ActivityName

WBSCode

uuu_P6WBSCode

WBSName

uuu_P6WBSName

WBSPath

uuu_P6WBSPath

Status

uuu_P6ActivityStatus

Type

uuu_P6ActivityType

PercentComplete

uuu_P6PercentComplete

PlannedTotalCost

uuu_P6PlannedTotalCost

ActualTotalCost

uuu_P6ActualTotalCost

AtCompletionTotalCost

uuu_P6AtCompletionTotalCost

RemainingTotalCost

uuu_P6RemainingTotalCost

PlannedStartDate

uuu_P6PlannedStart

PlannedFinishDate

uuu_P6PlannedFinish

StartDate

uuu_P6Start

FinishDate

uuu_P6Finish

RemainingEarlyStartDate

uuu_P6RemainingEarlyStart

RemainingEarlyFinishDate

uuu_P6RemainingEarlyFinish

PlannedDuration

uuu_P6PlannedDuration

ActualDuration

uuu_P6ActualDuration

AtCompletionDuration

uuu_P6AtCompletionDuration

RemainingDuration

uuu_P6RemainingDuration

Send Activity Data to P6

Use this import project template to send activity data sheet to P6. This template maps fields of ‘Activity Sheet Attributes’ form to P6 ‘Activity’ object which get updated in Unifier through business process records.

Notes:

Unifier

P6

uuu_P6ActivityId

Id

uuu_P6ActualStart

ActualStartDate

uuu_P6ActualFinish

ActualFinishDate

Send WBS Hierarchy to Unifier

Use this export project template to map P6 WBS attributes to Unifier CBS codes such that cost codes can get created in a Unifier Cost Sheet.

P6

Unifier

Code

Code

item

item

SequenceNumber

orderid

Send CBS Summary Data to Unifier

Use this export project template for a Duration-based Schedule Type, to create or update the master as well as the baseline Summary Sheets in Unifier.

From P6

To Unifier

ProjectName

Title

BaselineType

BaselineType

DataDate

DataDate

SummaryPlannedStartDate

PlannedStart

SummaryPlannedFinishDate

PlannedFinish

SummaryActualStartDate

ActualStart

SummaryActualFinishDate

ActualFinish

SummaryRemainingStartDate

RemainingStart

SummaryRemainingFinishDate

RemainingFinish

SummaryPlannedDuration

PlannedDuration

SummaryRemainingDuration

RemainingDuration

SummaryActualDuration

ActualDuration

SummaryPercentComplete

PercentComplete

Send Resource Summary and Spread Data to Unifier

Use this export project template for a Resource-loaded Schedule Type or a Cost-loaded Schedule Type to create or update Master as well as baseline Summary Sheets in Unifier using the Resource by CBS summary data from a P6 Schedule.

P6

Unifier

BaselineType

BaselineType

CurrencyId

currencyId

DataDate

DataDate

StartDate

StartDate

EndDate

EndDate

ProjectName

Title

ResourceId

uuu_role_id

ResourceName

uuu_role_name

ResourceType

uuu_role_type

UnitName

UnitName

UnitAbbreviation

uuu_role_uom

SummaryActualCost

SummaryActualCost

SummaryActualFinish

SummaryActualFinish

SummaryActualStart

SummaryActualStart

SummaryActualUnits

SummaryActualUnits

SummaryAtCompletionCost

SummaryAtCompletionCost

SummaryAtCompletionUnits

SummaryAtCompletionUnits

SummaryPlannedCost

SummaryPlannedCost

SummaryPlannedFinish

SummaryPlannedFinish

SummaryPlannedStart

SummaryPlannedStart

SummaryPlannedUnits

SummaryPlannedUnits

SummaryRemainingCost

SummaryRemainingCost

SummaryRemainingFinish

SummaryRemainingFinish

SummaryRemainingStart

SummaryRemainingStart

SummaryRemainingUnits

SummaryRemainingUnits

PlannedUnits

PlannedUnits

ActualUnits

ActualUnits

RemainingUnits

RemainingUnits

AtCompletionUnits

AtCompletionUnits

PlannedCost

PlannedCost

ActualCost

ActualCost

RemainingCost

RemainingCost

AtCompletionCost

AtCompletionCost

Send Expense Summary and Spread Data to Unifier

Use this export project template for a Resource-loaded Schedule Type or a Cost-loaded Schedule Type to create or update Master as well as baseline Summary Sheets in Unifier using the Expense by CBS summary data from a P6 Schedule.

P6

Unifier

BaselineType

BaselineType

DataDate

DataDate

StartDate

StartDate

EndDate

EndDate

ProjectName

Title

ExpenseCategoryName

ExpenseCategory

SummaryActualCost

SummaryActualCost

SummaryActualUnits

SummaryActualUnits

SummaryAtCompletionCost

SummaryAtCompletionCost

SummaryAtCompletionUnits

SummaryAtCompletionUnits

SummaryPlannedCost

SummaryPlannedCost

SummaryPlannedUnits

SummaryPlannedUnits

SummaryRemainingCost

SummaryRemainingCost

SummaryRemainingUnits

SummaryRemainingUnits

PlannedUnits

PlannedUnits

ActualUnits

ActualUnits

RemainingUnits

RemainingUnits

AtCompletionUnits

AtCompletionUnits

PlannedCost

PlannedCost

ActualCost

ActualCost

RemainingCost

RemainingCost

AtCompletionCost

AtCompletionCost

Pull CBS Codes From Unifier

Use this import project template to expose Unifier CBS codes to P6 Schedule CBS picker (on P6 Activities / Resource Assignments) .

From Unifier

To P6

Code

CBSCode

item

CBSDescription

status

CBSStatus



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Last Published Wednesday, March 25, 2015