To send P6 roles to Primavera Cloud at a workspace level:
- Sign in to Gateway as an administrator or user.
- In the sidebar, select Synchronizations.
- Select the synchronization, Send P6 Roles to Primavera Cloud, and then select Edit....
- In the Flow and Deployment step of the synchronization wizard:
- Select a P6 deployment from the Source list.
- Select a Primavera Cloud deployment from the Destination list, and select Next.
- In the Parameters step:
- In the Workspace Location, enter the ID of the workspace where the projects are located in Primavera Cloud. Projects in this workspace can then be associated with P6 roles.
- In the Role Filter field, specify roles as follows:
- Select Role Ids or Role codes as the criteria for choosing roles from the Fields list.
- In the Value field, enter role IDs as comma-separated values, and then select Add Row.
- If you want to also send the role hierarchy information, then select the Include Resource Hierarchy check box.
- Select Next.
- In the Summary step, review the information and select Save.
- Select Run to run the synchronization.
- On the Monitoring page, select the Job number associated with the synchronization and view the Status.
The job status displays Completed.
Roles from P6 EPPM are now available to all projects in this workspace. In Primavera Cloud, you can now associate these roles to any project in this workspace.