Unifier Activity Manager for Oracle Primavera Cloud Schedules

You can also integrate multiple Oracle Primavera Cloud projects into multiple Unifier projects.

In Oracle Primavera Cloud, if two or more projects have the same Project ID, then when integrating those projects into a single Unifier project, Unifier will randomly select only one of the Oracle Primavera Cloud projects that have same Project ID and integrates that project into Unifier.

Note: You can access the Activity Manager module for setting up Oracle Primavera Cloud schedules the same way as accessing the Activity Manager module in a shell. The Activity Sheets log components (for setting up Oracle Primavera Cloud schedules) are also the same as the Activity Sheets log in a shell.

The following explains the information specific the Activity Sheets log for Oracle Primavera Cloud schedules.

Get Data

Use this option (Get Data) to:

  1. Create an activity sheet for the first time.
  2. Update an existing activity sheet with the most recent activity spread data from the Oracle Primavera Cloud project.

    Updating triggers a new OOTB import synchronizations if you have selected the Select Synchronization to Exchange Activity Data option in Gateway integration settings drop-down list.

    All of the synchronized Oracle Primavera Cloud project activities, planned dates, actual, at completion dates, and associated WBS Code will be displayed in the activity sheet.

    If the shell is not active (inactive shell), then Gateway integration will fail.

When you select this option (Get Data), the system checks for the Oracle Primavera Cloud project that as defined in the Integration tab and then brings the Oracle Primavera Cloud project activity data and their schedules into the activity sheet:

  • Based on the import synchronization defined in Gateway settings, and
  • If Oracle Primavera Cloud and Unifier projects are linked.

If you select this option and there is no Project ID added in the Integration tab, Unifier will display this message: Valid Project ID is not specified in the Shell Integration Tab.

Note: Unifier does not bring the baseline (project data) from Primavera Cloud.

Send Data

Use this option (Send Data) to run the export synchronization to send the updated activities and schedules from Unifier Activity Sheet to the Oracle Primavera Cloud.

The data elements in the business processes, or the shell attribute form, which have been set to reverse auto-populate (RAP) back to the Oracle Primavera Cloud Activity Sheet (using P6 Activity Picker) will get the latest updates into the Oracle Primavera Cloud Activity Sheet.

You can send the updated Unifier Activity Sheet data (such as: updated Actual Start Date or Finish Dates) to the Oracle Primavera Cloud project which is linked by way of the OOTB export synchronization option: Update Unifier Activity data in to Primavera Cloud.

The Schedule tab, in the Activity Sheet log, shows this option, and you can set the scheduled send data based on frequency.

Mapped Projects tab

The Mapped Projects tab has the following toolbar options:

  • Refresh

    To refresh the log items for both the Mapped Projects tab and the History tab.

  • Find on Page

    To conduct a search for items on the list.

The Mapped Projects tab displays a list of all of the mapped Oracle Primavera Cloud projects. The following columns are available in this tab:

  • Project ID: Displays the linked Oracle Primavera Cloud Project ID.
  • Project Name: Displays the project name.
  • Project Type: Displays the value of either Current or Baseline. If you receive the current schedule information, the Project Type column shows: Current.
  • Project Start Date: Displays the start date of the project.
  • Data Date: Displays the last refreshed date from Oracle Primavera Cloud.
  • Schedule Type: Displays Duration as schedule type.

Schedule tab

The Schedule tab enables you to set the frequency for Get Data along with a table that shows the schedules based on the frequency. This is applicable to all projects in the activity sheet. Other drop-down values for the Set Frequency for will be Send Data. You can select Send Data, but the OOTB synchronization option is not available for sending the updated activity data back to Oracle Primavera Cloud.

History tab

The History tab displays the history of all of the events that are being performed across the Oracle Primavera Cloud projects that are present in the activity sheet.

When you open an activity from the Activity Sheets log, the Activity Sheet overlay page opens.

The Activity Sheet overlay page displays all of the activities data, in columns, such as:

The Activity Sheet overlay page displays the general information about an activity in the General tab (right-hand pane), categorized by blocks, such as:

You can use this activity data in a business process using Activity Picker, and the updated dates can be reverse auto-populated into the activity sheet. The activity sheet data can be sent back to Oracle Primavera Cloud using the export synchronization selected in Gateway integration settings.

Activity Mappings in Gateway

The following activity attributes are displayed in the log:

Oracle Primavera Cloud

Gateway

Unifier

activityPercentComplete

PercentComplete

uuu_P6PercentComplete

actualDuration

ActualDuration

uuu_P6ActualDuration

actualFinishDate

ActualFinishDate

uuu_P6ActualFinish

actualStartDate

ActualStartDate

uuu_P6ActualStart

atCompletionDuration

AtCompletionDuration

uuu_P6AtCompletionDuration

finishDate

FinishDate

uuu_P6Finish

activityCode

Id

uuu_P6ActivityId

activityName

Name

uuu_P6ActivityName

plannedDuration

PlannedDuration

uuu_P6PlannedDuration

plannedFinishDate

PlannedFinishDate

uuu_P6PlannedFinish

plannedStartDate

PlannedStartDate

uuu_P6PlannedStart

projectId

ProjectId

uuu_int_p6_project_id

remainingDuration

RemainingDuration

uuu_P6RemainingDuration

remainingFinishDate

RemainingFinishDate

uuu_P6RemainingEarlyFinish

remainingStartDate

RemainingStartDate

uuu_P6RemainingEarlyStart

startDate

StartDate

uuu_P6Start

activityStatus

Status

uuu_P6ActivityStatus

activityType

Type

uuu_P6Activitytype

wbsCode

WBSCode

uuu_P6WBSCode

wbsId

WBSObjectId

uuu_P6WBSElementId

wbsPath

WBSPath

uuu_P6WBSPath

wbsName

WBSName

uuu_P6WBSName

The WBS Sheet will be created if the WBS Structure field mapping template is defined in Gateway. The WBS Sheet sheet shows the WBS hierarchy, or structure, associated with the activities.

Note: OOTB synchronization does not provide field mappings for the WBS Structure. You must define the WBS structure mapping in Gateway for the WBS sheet that has been created in Unifier.

The WBS Sheet sheet lists the WBS structure. All of the cost and units columns will be zeros (0s) in Unifier 20.7. All of the predefined eight columns are displayed by default, with cost and unit values as zeros (0s).

The System Data Elements that are available in the WBS Attribute form are not be editable, but you can add additional data elements in the WBS Attribute form.

You can add additional columns based on type directly as a cell entry, formula, or from:

Refer to the FRD ANSI EVM - WBS Sheet - Phase II regarding additional columns and other functionalities allowed in WBS Sheet.

Note: For duration based schedules, the WBS Picker does not show the associated WBS Codes in the business processes, when the EVA Sheet is not created.

Activity Picker in Business Process or Shells

When an Activity Picker that is based on P6 Activity Picker data definition is placed on a business process upper form or detail form, or in the Shell attribute form in uDesigner, you can use that picker to select activities from the Activity Sheet located within that shell.

When you select an activity by way of a P6 Activity Picker, the system displays the Activity Picker log, as defined in uDesigner. The Activity Picker log lists all of the Oracle Primavera Cloud Projects in the Projects drop-down, where you can select the current schedule and select the activity sheet. After selecting the activity sheet, the hierarchy (similar to the one used in the activity sheet) will be displayed.

The list of activities from the picker is filtered according to the query conditions defined within the Data Picker configuration, in Unifier Admin mode.

The data elements that can be set to auto-populate from a picker will be populated from the selected activity in the picker.

The data elements that have been set to reverse auto-populate (RAP) to Oracle Primavera Cloud will RAP according to the RAP conditions, in uDesigner. If no RAP conditions are defined, the data elements that have been set to reverse auto-populate (RAP) to Oracle Primavera Cloud will RAP when the record is moved to next step (for Workflow BPs) and when the record is marked as: Finish Edited’ (for Non-Workflow BPs).

The linked data elements using an activity picker get updated when the activity gets updated by way of integration.

The auto-population will take place if the picker is set to auto-populate from another picker, and also is set as a source to auto-populate into other data elements.

If a picked activity is deleted, then the system will remove the picker value, and the data elements that hold auto-populated from that activity (the deleted activity) continue to display their values. In such scenario, the system will remove the data elements that hold dynamically linked values.

See Also

Introduction

Configuring the Gateway Integration

Mapping P6 Projects in Shell Details

Master Rate Sheet

Activity Manager

About Unifier and P6 Integration

About Unifier and Oracle Primavera Cloud Integration

Source Application Link in Activity Sheet

Activity Sheet Created from P6 through Gateway

Activity Sheet Created from Oracle Primavera Cloud Project through Gateway

Using Activity Sheet Data to Track Baseline, Forecast, and Spends in Cash Flow

Activity Sheet with Resource-Loaded and Cost-Loaded Schedules

P6 Activity Picker in Business Process or Shell Details

Earned Value Manager

Permissions

Attributes

Templates

Configuration Package

Copyright



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Last Published Tuesday, April 27, 2021