Perform the steps below to link P6 to Primavera Unifier using summary sheet integration. This link at the application level allows you to establish links at the project level. When the applications and projects are linked, P6 users can send data to Primavera Unifier summary sheets.
To link P6 to Primavera Unifier using summary sheet integration:
- Click Administration.
- On the Administration navigation bar, click Application Settings.
- On the Application Settings page, click the Gateway tab.
- On the Gateway tab in the Primavera Gateway Parameters section:
- Enter the URL of the Primavera Gateway server in the API Url field of the Primavera Gateway Parameters section.
- Enter a Primavera Gateway username in the Username field.
- Enter a Primavera Gateway password in the Password field.
- Click Test Connection.
Note: If the connection test fails, contact your Primavera Gateway administrator.
- Enter a Primavera Gateway deployment name into the P6 Deployment field.
- On the Gateway tab in the Primavera Unifier Integration Parameters section:
- Select a synchronization from the Export Synchronization list.
- Select a synchronization from the Import Synchronization list.
- Click Save and Close.
Tip:
You need the Edit Application Settings privilege to edit the settings in the Application Settings page.