Integrating Unifier Essentials with Oracle Primavera Cloud Overview

All the application-level authentication parameters that are required to integrate Unifier Essentials and Oracle Primavera Cloud, for cash flow data, are defined under the Primavera Cloud functional node. When the Unifier Essentials Company Administrator clicks the Primavera Cloud functional node (Company Workspace > Admin mode > Integrations > Primavera Cloud), the system enables the admin to connect to Oracle Primavera Cloud, and ultimately configure the cash flow data sources that can be used to send (push) and receive (pull) the cash flow data from Oracle Primavera Cloud. See the Primavera Cloud Integration in Unifier Company topic in this guide for more details about connecting Unifier Essentials to the Oracle Primavera Cloud.

The Unifier Essentials project and the Oracle Primavera Cloud project are linked in the following ways:

Project service

The project service is used to link Unifier Essentials and Oracle Primavera Cloud. When the project service link is used, the Company Administrator can add the Oracle Primavera Cloud Project ID (retrieved from the Lobby) in the Unifier Essentials shell (where the project resides).

After the Oracle Primavera Cloud Project ID is added to the Unifier Essentials shell, all other project details (such as Project Name, Integration Type, and so forth) will be auto-populated in the pertinent fields.

However, if this link has not been established, or if more than one linked Oracle Primavera Cloud project is available, the Company Administrator can link the Unifier Essentials project and the Oracle Primavera Cloud project directly, by way of direct integration as explained below.

Direct integration

The direct integration is used to link Unifier Essentials and Oracle Primavera Cloud. When the direct integration is used, the Company Administrator can use just the Unifier Essentials shell (where the project resides) to link (Add) to the Oracle Primavera Cloud by using the Oracle Primavera Cloud Project ID (displayed).

If the Add option is not available, the projects have already been linked in the Lobby portal, or through project service, as explained above.

For information about adding the Oracle Primavera Cloud Project ID in the Unifier Essentials shell, see Primavera Cloud Integration in Unifier Shell.

Note: The Lobby lets you access your projects that are managed in both Unifier Essentials and Oracle Primavera Cloud. For details about the Lobby, refer to the Construction and Engineering Lobby Help (https://docs.oracle.com/cd/F23711_01/help/en/202246.htm).

Similar to other nodes, accessing the Primavera Cloud functional node requires attaining proper permissions.

See Also