Searching Projects in Source Deployments

When adding or editing a synchronization, you can directly access and search a source deployment to locate projects in P6, Primavera Cloud, or Unifier to include in a data transfer.

To locate projects for a synchronization:

  1. In the sidebar, select Synchronizations.
  2. In the Synchronizations page, select Add... or Edit....
  3. In the Flow and Deployments step of the Synchronization wizard, enter the following information:
    1. In the Synchronization Name field, enter a name for the synchronization.
    2. In the Business Flow list, select the business flow to be used by the synchronization.
    3. In the Source list, select a source application to send the data.
    4. In the Destination list, select a destination application to receive the data.

      Note: Select Next on each screen to advance to the next step.

  4. In the Parameters step:
    1. From the Field list select the filter criteria for selecting values for each parameter.
    2. In the Value field, enter multiple values for a parameter as comma-separated values, and then select Add Row.

      Select Add Row to enter multiple filter criteria for selecting values for each parameter.

    3. Select Edit row to change a current filter criteria or value of a parameter.

      If the Project Filter parameter displays:

      1. In the Fields list, select Lookup in <Product>.
      2. Select the Picker button adjacent to the Value field.
      3. Enter a project ID or a project name in the Search bar.
      4. In the Available Projects field, select a project ID from the search results.
      5. Select Move Right or double-click to include the project in the Selected Projects field.
      6. Select OK.

        Note: When you select Edit Row to change the project filter using Lookup in <Product>, select Delete Row and then select the project again using Lookup in <Product>.

  5. In the Summary step, review a summary of all the selections made in the previous steps.

    Select any of the following actions:

    • Select Back to navigate to a specific step and make changes.
    • Select Save to add the synchronization.

    The synchronization is now available for running on the Synchronizations page.

Related Topics

Working With Synchronizations

Adding Synchronizations

Editing Synchronizations

Copying Synchronizations

Deleting Synchronizations

Transferring Data between Applications

Scheduling Run on Event Synchronizations

Scheduling Synchronizations

Scheduling Sequential Synchronizations



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Last Published Monday, November 8, 2021