To send approved budget and plan dates from Primavera Cloud to P6 EPPM, 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
- A proposed budget in a Pending status. For more details, see Creating a Proposed Budget for Projects in Primavera Cloud
To send approved budget information from Primavera Cloud to P6 EPPM using Primavera Gateway:
- Create a project in Primavera Cloud with an approved budget plan.
For more details, see Creating an Approved Budget for a Project in Primavera Cloud.
- Run the synchronization for proposed budget from Primavera Gateway.
For more details, see Running Send Proposed Budget & Plan Dates Synchronization.