Before you move projects from P6 EPPM containing resource and role information to Primavera Cloud, you can choose to populate Primavera Cloud with P6 EPPM resources and roles to make these available in Primavera Cloud.
To assign P6 roles and resources to projects in Primavera Cloud at the workspace level:
- Run the master data synchronization, Send P6 Resources and Roles to Primavera Cloud from Primavera Gateway.
For more details, see Running Send P6 Resources and Roles to Primavera Cloud Synchronization.
- Assign Resource IDs and Role IDs to projects in Primavera Cloud to make these available at the project level.
For more details, see Assigning P6 Resources and Roles to Projects in Primavera Cloud.
If any new resources and roles are added to a project in P6 EPPM after running the master data synchronization, then these will be available in Primavera Cloud only when data is transferred at the project level.
Note: Running Send P6 Resources and Roles to Primavera Cloud master data synchronization is optional, but recommended as an efficient method to prepare both enterprise applications for data transfers. Alternatively, data can be transferred 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.