Perform the steps below to link P6 to Primavera Unifier using activity sheet integration. This link at the application level allows you to establish links at the project level. When the applications and projects are linked, Primavera Unifier users can exchange activity data with P6.
Note: The first time you exchange data between P6 Professional and Primavera Unifier using activity sheet integration, you must initiate the exchange from Primavera Unifier. After the first time, you can initiate the data exchange from P6, P6 Professional, or Primavera Unifier.
To link P6 to Primavera Unifier using activity 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 Integration Parameters section:
- Click Add.
- In the Action Type field, select Import or Export.
- In the Source/Destination Deployment field, select the name of your Primavera Unifier deployment.
- In the Synchronization field, select a synchronization.
- In the Action Name field, enter a name for this action.
Note: The action name you assign here will create a new menu item on the Exchange Data
menu. Users will need to select from the available action names when they want to exchange data between P6 and Primavera Unifier, so you should make this action name clear and descriptive.
- Click Save and Close.
Tip:
You need the Edit Application Settings privilege to edit the settings in the Application Settings page.