For activity sheet and summary sheet integration, setup connectivity with Gateway in Unifier as follows:
- Sign in to Unifier with administrator credentials.
- In the side bar, select Admin and then, select Gateway.
- Select Open to enter or edit Gateway integration settings.
- In the Integration Settings window:
- Set up connectivity with Gateway API in the format: https://<hostname>:<port>/gatewayapi
- Select the default export and import synchronizations that are to be executed from within Unifier
For more details on setting up the Gateway Node in Unifier, see Unifier Help.
Note: The projects that are to be linked in both applications must have identical Project Number and Project ID in the respective products.
Summary Sheet Integration Setup
For summary sheet integration with P6, setup the following information in Unifier:
- Log in to Unifier with administrator credentials
- Create a project in Unifier. For more details on creating and managing projects in Unifier, see Unifier Help.
Note: The projects that are to be linked in both applications must have identical Project Number and Project ID in the respective products.
- Setup a cost sheet and assign user access to the project and cost sheet.
- Log in to Unifier with user credentials.
- In the side bar, select User, and open the Unifier project that is to be linked with P6 and add a cost sheet. For more details on creating a project or shell cost sheet, see Unifier Help.
- Open the cost sheet and add one or more CBS codes to the cost sheet.
- Ensure the Exposed to P6 field is selected for each CBS code to import to P6.
Note: For detailed instructions, see How to Setup the P6 "Send to Summary Sheet" feature (Doc ID 2171842.1) on Oracle Support Center.