Run a Global or Project Business Flow from a Workspace

Run a global or project business flow directly from a workspace to synchronize global or project data between Primavera Cloud and other applications. You can synchronize the project data for a new project or an existing project in the workspace. You can select a variety of filters to synchronize data for a new project without creating the project in the workspace.

To run a global or project business flow from a workspace:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Integration, and select Synchronize.
  3. On the business flow row, select the Context menu, and then select Run.

    For workspace-level business flows, you will receive a notification when the synchronization job starts and another notification when the job completes.

  4. For project-level business flows, in the dialog box, select one or more projects that you want to synchronize.
    1. In the Filter Type list, select the method for identifying projects.
      • Project Ids or Project Code: Select if you want to run a business flow for one or more specific projects.
      • EPS Ids: Select if you want to run a business flow for all projects associated with an EPS.
    2. Filter Value: Enter the values for your selection in the previous step. You can enter more than one comma-separated values if you want to run the business flow for more than one project.

      Note: A project does not need to currently exist in Primavera Cloud before synchronizing. A project will be created during the synchronization process.

  5. Select Add.
  6. Select Run.

    Notes:

    • You will receive a notification when the synchronization job starts and another notification when the job completes.
    • Select Cancel if you want to run the business flow later. Your selected filter types and filter values will not be deleted if you choose to cancel.

Last Published Monday, June 24, 2024