The following business flows support data exchange between Prime and P6:
Note: When you are creating a business flow, and choosing the mapping templates for a object, you can mark a mapping template as Create Only, Update Only or Both. For Import and Export Project (only) business flows, if all mapping templates are create-only templates, then update is not allowed.
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:
Note: The Sync P6 and Unifier Projects is a mandatory template to include in the Send to Primavera Unifier business flow. All other templates are optional depending on what data is being sent to Unifier.
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
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:
Note: All Gateway settings described below will be overridden by the flow invoked from the P6 user interface.
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.
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