You can integrate multiple P6 projects into one Unifier project.
- When you integrate (Project ID mapping) a P6 project into a Unifier project through the General tab of the Shell Attribute form, Unifier updates the Schedule Type field in General tab.
The General tab is mostly used for one-to-one integration (one P6 project mapped to one Unifier project).
- When you integrate (Project ID mapping) multiple P6 projects into one Unifier project through the Integration tab of the Shell Attribute form, Unifier does not update the Schedule Type field in the General tab.
In the Integration tab, the Schedule Type column is updated.
The Integration tab is mostly used for many-to-one integration (many P6 projects mapped to one Unifier project).
Prior to the Unifier 20.7 release:
When you performed Get Data from the Activity Sheets log, if the P6 Project ID was not defined in the Shell Attribute form (General tab and Integration tab), then Unifier would use the first import synchronization: Select Synchronization to Exchange Activity Data.
When you performed Get Data from the Activity Sheets log, if the P6 Project ID was defined in the Shell Attribute form (General tab and Integration tab), then Unifier would the second import synchronization: Select Synchronization to Exchange Activity and Assignment Data.
Starting with the Unifier 20.7 release:
When you performed Get Data from the Activity Sheets log, whether the P6 Project ID is defined, or the P6 Project ID is not defined, in the Shell Attribute form (General tab and Integration tab), Unifier uses a single import synchronization: Select Synchronization to Exchange Activity Data.
The drop-down field (Select Synchronization to Exchange Activity Data) displays all of the import synchronizations defined in Gateway for Unifier deployment, including the import synchronizations to get activity and assignment data which is used for EVM.
The system refers to the drop-down field (Select Synchronization to Exchange Activity Data) for the import synchronization selected in all of the following cases:
- P6 Project ID is added in the Integration tab
- P6 Project ID is added in the Shell Attribute form
- When the project number in the Shell Attribute form matches with the P6 project number.
Update of CBS Codes from P6
You can get the latest CBS Codes updates assigned to activities from P6 into the activity sheet, using gateway integration.
The Get Data synchronization that creates the activity sheet populates the following data:
- Scheduling data (activities along with assignments and spread data) from the P6 projects mapped to the current shell in the Integration tab.
- CBS Codes assigned to the activities.
- CBS Codes assigned to the resource and role assignments.
- Roles and Resources along with rates assigned to the activities.
Note: Subsequent updates of Role and Resource Rates in P6 will not trigger the updates in Unifier Master Rate Sheet; however, subsequent updates of CBS Code for activities in P6 will trigger the updates in the Unifier Activity Sheet CBS assignments.
You can use P6 to capture duration as well as resource assignments (resource units, resource CBS assignment, resource units spread, actual resources consumed till date, and so forth). The Activity Sheet, in this case, can receive all of the resource units, CBS assignments, and calculate costs using P6 data and rates.
Note: The export of CBS Cost codes from Unifier remain as is.
You can receive the latest updated CBS assignments to Activities and Resources and Role assignments when P6 data is pulled into the Activity Sheet. After the latest Get Data, you will be able to see that the CBS assignments updated in the Activity Sheet and re-costing sums the costs, by the latest CBS assignments. This applies to the existing Activities and Resources and Role in the Activity Sheet.
Note: All of the cost calculations will be updated based on the CBS assignment updates. In addition, any new earned value analysis (EVA) created will show the EVM data according to updated CBS Codes.
The following scenarios explain how to get the latest CBS codes updates assigned to activities from P6 into the activity sheet using gateway integration:
- CBS Code assigned to the activity are updated from P6, and the CBS Code received is inactive in project cost sheet
If the CBS Codes that are assigned to the activities, and updated, in P6, and the CBS Codes are not active in Unifier Cost Sheet, then the Earned Value Analysis will not show those CBS Codes even though they are updated in the activity sheet. In this case, you will not be able to create BP actuals as those codes will not be shown in the CBS Picker.
If the CBS Codes updated for an Activity in P6 is no longer active in the Unifier Cost Sheet, then do not update the current CBS assignment for the activity. There will be no change in cost calculations.
The History tab log will show the following message: The CBS Code <CBS code1> received from the P6 in Resource < Resource Name> of Activity <Activity ID> is inactive in the Unifier Cost Sheet and cannot be updated. This indicates that the activities (where the CBS assignments are) have not been updated.
For CBS Code assigned to the resources are updated from P6 and CBS Code received is inactive in project cost sheet:
If the CBS Code (updated for the resource in P6) is no longer active in the Unifier Cost Sheet, then do not update current CBS assignment for the resources. There will be no change in the cost calculations.
In this case, the history log will show following message: The CBS Code <CBS code1> received from the P6 in Resource < Resource Name> of Activity <Activity ID>. This indicates that the activities where the CBS assignments are, have not been updated.
If the CBS Code is updated both at the activity and and at the resource assignment level in P6, and the updated codes are inactive, then the following two messages will be seen in the history log:
The CBS Code <CBS code1> received from the P6 in Resource < Resource Name> of Activity <Activity ID> is inactive in the Unifier Cost Sheet and cannot be updated.
The CBS Code <CBS Code1> received from the P6 in Resource < Resource Name> of Activity <Activity ID> is inactive in the Unifier Cost Sheet and cannot be updated.
Similarly, if the CBS Code that has been updated for the role in P6, and the CBS Code is no longer active in the Unifier Cost Sheet, then do not update the current CBS assignment for roles. There will be no change in cost calculations.
The History tab log will show the following message: The CBS Code <CBS code1> received from the P6 in Role < Role Name> of Activity <Activity ID> is inactive in the Unifier Cost Sheet and cannot be updated. This indicates that the activities (where the CBS assignments are) have not been updated.
- CBS Code is removed for Activity or Resource assignment in P6:
If the CBS Code assignment do exist for the activity in Unifier Activity Sheet, then do not clear the CBS assignment (with the latest data from P6). This is the case where CBS Code assigned to an activity is removed in P6 projects, and you received the latest activity data from P6 using the Get Data option.
The History tab log will not show any additional warning messages; however, the system ignores any cleared CBS assignments from P6.
- CBS Code is changed in Activity or Resource assignment in P6 and the activity sheet is updated with latest CBS assignments:
The existing EVA will start to show the PV or AC, CV, and so forth for both the old CBS Codes and the new CBS Codes.
The BP actual will no longer show the actuals that have line items with the old CBS Codes in the EVM Sheet (default view).