When the P6 and Primavera Unifier applications are linked, you can link projects in P6 to Primavera Unifier projects and schedule sheets. This will allow you to send P6 data to Primavera Unifier.
Note: You cannot link a template project to Primavera Unifier.
To link a P6 to a Primavera Unifier project and schedule sheet:
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page:
- Select a project.
- Click Row Actions and select Set Project Preferences.
- In the Project Preferences dialog box, click Integrations.
- On the Integrations page, click Unifier.
- On the Unifier page in the Schedule Sheet Integration section:
- Select the Link project to a Primavera Unifier project option.
- In the Project Name field, click Select and select a Primavera Unifier project.
- In the Schedule Sheet field, click Select and select a Primavera Unifier schedule sheet.
- In the Data Mapping field, click Select and select a mapping document.
- Select the Delete activities no longer in the P6 Schedule from Primavera Unifier option if you want the Unifier schedule sheet to reflect only the activities currently in P6.
- Select the Only send activities with CBS codes assigned option if you want to filter which activities are sent to Primavera Unifier.
- Click OK.
Tip:
You need the Allow Integration with Primavera Unifier privilege to change any of the settings on the Primavera Unifier page of Project Preferences.