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:

In the sidebar, select Synchronizations.
In the Synchronizations page, select Add... or Edit....
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.
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>.
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.

Searching Projects in Source Deployments

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