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.