To send P6 resources and roles to Primavera Cloud at a workspace level:
- Sign in to Gateway as an administrator or a user.
- In the sidebar, select Synchronizations.
- Select the synchronization, Send P6 Resources and 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 resources and roles.
- In the Resource Filter field, specify resources as follows:
- Select Resource Ids or Resource codes as the criteria for choosing resources from the Fields list.
- In the Value field, enter resource code or resource ID as comma-separated values, and then select Add Row.
- If you want to also send the resource hierarchy information, then select the Include Resource Hierarchy check box.
- In the Role Filter field, specify roles as follows:
- Select Role Ids 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.
Resources and roles from P6 EPPM are now available to all projects in this workspace. In Primavera Cloud, you can now associate these resources and roles with any project in this workspace.