Once you have linked a P6 project to a Primavera Unifier project and schedule, summary or activity sheet, you can choose to filter which data will be sent to Primavera Unifier. Which data is sent to Primavera Unifier depends on the type of integration you have configured as well as how you have configured the integration.
To filter activities and WBS nodes data to be sent to Primavera Unifier:
- Click Projects.
- On the Projects navigation bar, click Activities.
- On the Activities page, select a CBS for each activity you want to send to Primavera Unifier.
- Click Save.
Note: If you are using summary sheet integration, you must mark the Synchronize WBS Hierarchy option and select Partial to filter which WBS levels are sent to Primavera Unifier.
To filter resource assignments to be sent to Primavera Unifier (only available with summary sheet integration):
- Click Resources.
- On the Resources navigation bar, click Assignments.
- On the Assignments page, select a CBS for each resource assignment you want to send to Primavera Unifier.
- Click Save.
To filter expense data to be sent to Primavera Unifier (only available with summary sheet integration):
- Click Projects.
- On the Projects navigation bar, click Activities.
- On the Activities page, select an activity and click the Expenses detail window.
- In the Expenses detail window, select an Expense Category and a CBS for each expense you want to send to Primavera Unifier.
Notes:
- Expense data is sent to Primavera Unifier on the basis of the Expense Category and the CBS assignment.
- Expense data with zero cost will not be sent to Primavera Unifier.
- Click Save.
Tips:
- If the CBS column is not included in your view, click Customize View, click the Columns tab, then expand General in the Available Columns list and double-click CBS to add it to the Selected Columns list.
- You can use Fill Down in the CBS column if you want to assign more than one activity, assignment or expense the same CBS, as long as all the activities belong to the same project.
- You can send between 10 and 15,000 activities to Primavera Unifier per project.
- If you are using schedule sheet integration, you must select the Only send activities with CBS codes assigned option in Project Preferences to filter which activities are sent to Primavera Unifier. If this option is not selected, the whole project will be sent. You need the Allow Integration with Primavera Unifier privilege to change this option.
- When you use the Only send activities with CBS codes assigned option, relationships between activities are not sent to Primavera Unifier.