Before you send data or receive data from P6 EPPM, you must ensure projects in Primavera Cloud have certain key data that are common to both applications to relate to each other.
Run the master data synchronizations from Primavera Gateway if you choose to transfer data for:
- all projects in a single workspace
- few projects in a workspace or
- multiple projects located in multiple workspaces
Note: Running master data synchronizations is optional, but recommended as an efficient method to prepare both enterprise applications for data transfers. Alternatively, you can transfer data for each project directly without running the master data synchronization. However, when running the project data synchronization, you may need to specify additional parameters to ensure the source application knows where to populate the data in the destination application. For more details, see Sending Project Data from Primavera Cloud to P6 EPPM.
To exchange data with P6 EPPM, projects and workspaces in Primavera Cloud must be associated with:
- An EPS code from P6 EPPM
An EPS code is required for a Primavera Cloud project only if you want to transfer data to P6 EPPM. Having this information ensures the project from Primavera Cloud is located in a specific EPS node within P6 EPPM when the data transfer is completed.
To populate projects in Primavera Cloud with EPS codes from P6 EPPM, see Associating Workspaces and Projects in Primavera Cloud with P6 EPPM EPS Codes.
- Resources from P6 EPPM
If you plan to transfer project data that may require resource information from P6 EPPM, run a master data synchronization to populate Primavera Cloud with resources from P6 EPPM.
To populate Primavera Cloud with resources from P6 EPPM, see Adding P6 Resource Information in Primavera Cloud
- Roles from P6 EPPM
If you plan to transfer project data that may require role information from P6 EPPM, run a master data synchronization to populate Primavera Cloud with roles from P6 EPPM.
To populate Primavera Cloud with roles from P6 EPPM, see Adding P6 Role Information in Primavera Cloud.
- Roles and Resources from P6 EPPM
If you plan to transfer project data that may require role and resource data from P6 EPPM, run a master data synchronization to populate Primavera Cloud with roles and resources from P6 EPPM.
To populate Primavera Cloud with roles and resources from P6 EPPM, see Adding P6 Role and Resource Information in Primavera Cloud.
This section describes the purpose of using master data synchronizations and how to run each master data synchronization from Primavera Gateway.