When Primavera Cloud provider is the source provider in a project data business flow, set values and attributes for the following parameters:
- Primavera Cloud Project Filter
Use this setting to identify and select projects in Primavera Cloud using Lookup in Primavera Cloud, Project Ids, Workspace Ids, Project Code Type Name, Project Code Value, or Project Status.
Note: Lookup in Primavera Cloud option is available only to Gateway users and administrators for synchronizations only.
Select Add Row to enter multiple filter criteria for selecting projects. Select Edit Row to change the current filter criteria or value for selecting a project.
When Primavera Cloud provider is the destination provider in a project data business flow, set values and attributes for the following parameters:
- Workspace Location
Use this setting to specify the default workspace and populate it in a synchronization. If the value is set in Primavera Gateway, then Primavera Cloud will check if the Primavera Cloud Workspace field value exists and will use it to create the project.
P6 must send all global data assigned to the project with the project flow and all of that global data must be assigned to the workspace to determine where the project will be created in Primavera Cloud. This information is used in the Save step of the flow.
- Primavera Cloud Location Filter
Use this setting to specify location values in Primavera Cloud using CountryCode or WorkspaceId. Select Add Row to enter multiple filter criteria for selecting location values. Select Edit row to change a current filter criteria or value for selecting a location.
- Save data to Primavera Cloud if there are errors?
Use this setting to determine how data is to be processed when a job fails in Gateway. Select this option if you want to save the data in Primavera Cloud when a synchronization job fails in Gateway. Otherwise, deselect this option to ensure data is not saved in Primavera Cloud for failed jobs.
- Provide email notification for selected job status
This parameter displays only when you have specified an Email Address in the Mail Configuration tab of the Gateway Settings page.
Use this setting to enter email IDs of individuals who would need to be notified when synchronization jobs are completed with any of the following job statuses on the Monitoring page: Completed, Review, Cancelled, Completed with Errors, Completed with Warnings, or Failed.
Select the Attach Data Details for Job check box to include details of the data transfer in the email.
- Synchronize one project at a time
A synchronization job is usually split into multiple child jobs with each child job transferring data in each project. By default all child jobs are executed simultaneously. Use this setting to determine whether to synchronize data one project at a time.
- Delete data that no longer exists in the source application?
Use this setting to determine whether data that no longer exists in the source application is to be deleted in the destination application. This parameter must be used in conjunction with the Compare flag selected in the Business Flow wizard.
Note: When you run a project data flow, it will delete only project level data in a business flow, but not the master data. This will prevent you from deleting master data elements such as resources, roles etc., that may be used in another project. However, if used in a master data flow, it will delete all relevant objects and fields.
- Only delete data that has been linked previously with the source application?
To use this parameter, you must also select the parameter, Delete data that no longer exists in the source application? During a synchronization, when the data is compared between the source and the destination application, data that has been added only in the destination application will not be deleted. However, if you deleted source data that was previously synced in the destination application, it will also be deleted from the destination application.