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PRIMAVERA P6 AND UNIFIER SYNCHRONIZATION (V17)

Oracle Primavera

Primavera P6: This article will illustrate about integration and synchronization between Primavera P6 Enterprise Project Portfolio Management (17.12) with Primavera Unifier (17.12) using the Primavera Gateway (17.12).

1.       Pre synchronization settings

2.       Project Level Synchronization

3.       WBS Level Synchronization

4.       Activity Level Synchronization

1. Pre synchronization settings

Configure Unified Provider:

Open Primavera Gateway and Navigate to Configuration setting and select Unifier Provider.

Set the Company Credentials (Short Name and Authentication Code) and Test Connection.

Configure P6 Provider:

Open Primavera Gateway and Navigate to Configuration and select P6 Provider. Configure P6 Provider with P6EPPM web services and test the connection.

Synchronization:

From Primavera Gateway Navigate to synchronizations and select “send to Primavera Unifier”. Click on Edit and Add the EPS (E.g. UNIFIER) created in P6 EPPM.

2. Project Level Synchronization:

Setting up P6 to Unifier synchronization in Gateway for Project-Level synchronization

Create a Project in P6 EPPM:

Create the same Project in UNIFIER:

3. PROJECT, WBS Level synchronization:

Setting up P6 to Unifier synchronization in Gateway for Project, WBS Level synchronization

Create WBS in EPPM Schedule

Synechronization:

From Primavera Gateway Click on Monitoring Tab to check the Job status

Cost sheet will be created automatically in UNIFIER

Create another WBS in P6 EPPM Schedule.

RUN the Synchronization from Gateway

Check the Cost Sheet in the UNIFER: New WBS -4 is created

4. Project, WBS and Activity Level synchronization:

Setting up P6 to Unifier synchronization in Gateway for Project, WBS, and Activity Level synchronization

Schedule Sheet configuration in UNIFIER: Create a new schedule sheet in Unifier from the Schedule Manager Section.

Data Mapping in Schedule Sheet:

Check for Activity sheet in UNIFIER: NO Activity sheet in Unifier from the Schedule Manager section.

Add Activities to P6 EPPM Schedule and Run the Synchronization:

Run the Synchronization:

Now Check for Activity Sheet in Unifier: All the activities created in EPPM schedule in synched into the UNIFIER Activity sheet.

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