This synchronization is set:
- To be out-of-the-box (OOB) to be initiated from Unifier.
- To fetch the Resource and Role list from P6, along with the respective standard rate.
If the Master Rate Sheet does not exist in Unifier, create one and populate the fields with the data that you received from Gateway (use this format for the sheet name: <Unifier project name><Rate Sheet Type>
)
If the Master Rate Sheet exists in Unifier, the fields values will be updated with the data from Gateway.
Whether the Master Rate Sheet exists or not, you need to create a Master Rate Sheet, in Unifier Shell, for the first time. Once you create the Master Rate Sheet, the synchronization will keep updating it with latest data as received from Gateway.
Note: If a transaction fails because of connection issues with Gateway, or incorrect Gateway parameters in Unifier Admin Mode, it is recorded in the job history with an error message.