Unifier Essentials and Oracle Primavera Cloud
Because Unifier Essentials provides advanced cash flow management capabilities, and Oracle Primavera Cloud provides advanced portfolio management capabilities, you can manage your project budget in Unifier Essentials and use Oracle Primavera Cloud portfolio management capabilities to manage the budgets across all of your projects.
In Unifier Essentials, the term "cash flow" refers to any of the following:
- The distribution of cost over time.
- The movement of money in or out of a project (or business) during a specific time period.
- The movement of money in or out of a company in regard to a specific existing project, or shell, during a specific time period.
A Unifier Essentials Project Manager uses cash flow to manage the project budget to ensure the availability of proper funding in each future period (month, quarter, or year) by:
- Establishing a baseline spending plan: Baseline
- Tracking actual costs: Actuals
- Calculating future expenditures based on project schedules: Forecast
In Oracle Primavera Cloud, the value for the Total Cost field, for the following fields, is populated with data from Unifier Essentials:
- Planned Budget
- Actuals
- Forecast
The following topics provide information about how Unifier Essentials integrates with Oracle Primavera Cloud to enable the:
- Company Administrator to specify which cash flow curves can be sources for the Planned Budget, Forecast, and Actuals that can be received by Oracle Primavera Cloud cash flow.
Also, specify whether the cash flow curve data can be sent by Capital or Expense breakdowns.
- Unifier Essentials Project Manager to manage the budgets across all of the projects and send the data to the Oracle Primavera Cloud Portfolio Manager.
In This Section
Integrating Unifier Essentials with Oracle Primavera Cloud Overview
Permissions for Oracle Primavera Cloud Integration Settings
Sending and Receiving Cash Flow Data
Reviewing the Planned Budget and Submitting Results
Oracle Primavera Cloud Integration in Unifier Essentials Company
Oracle Primavera Cloud Integration in Unifier Essentials Shell
Oracle Primavera Cloud Integration and Unifier Essentials Cash Flow (User Mode)
Oracle Primavera Cloud Integration in Company Sponsored Shells
Receiving Data from Primavera Cloud Project Cash Flows
Unifier Essentials and Oracle Integration
Integrating a System Activity Sheet or Master Rate Sheet through Oracle Integration
Last Published Tuesday, June 4, 2024