To send proposed budget and plan dates from Primavera Cloud to P6 EPPM, you must create a project in Primavera Cloud that includes the following information at a minimum:
- An EPS code associated with the project in Primavera Cloud
- A project name and ID, with a planned finish date, and planned budget values
- Associate the project with a portfolio
- A scenario for the portfolio containing the project with the proposed budget
Note: The status of the proposed budget in Primavera Cloud must be set as Pending.
To send proposed budget information from Primavera Cloud to P6 EPPM using Gateway:
- Create a project in Primavera Cloud with a proposed budget plan.
For more details, see Creating a Proposed Budget for Projects in Primavera Cloud.
- Add a new field, Proposed Budget, to the Project business object in the P6 data dictionary of Gateway to ensure the proposed budget values get mapped correctly within P6 EPPM.
For more details, see Adding a Proposed Budget Field in the P6 EPPM Data Dictionary.
- Run the synchronization for proposed budget from Gateway.
For more details, see Running Send Proposed Budget & Plan Dates Synchronization.