Oracle Primavera Cloud Integration in Unifier Essentials Shell

The Company Administrator can use the Primavera Cloud Integration tab in the Unifier Essentials shell Details window to add or link a Unifier Essentials project to an Oracle Primavera Cloud project. When Unifier Essentials and Oracle Primavera Cloud are integrated, you can integrate cash flow data. When Unifier Essentials, Oracle Primavera Cloud, and Oracle Integration are integrated, you can use Oracle Integration recipes to update the System Activity Sheet or the Master Rate Sheet (or both) in Unifier Essentials with information from Oracle Primavera Cloud.

Note: You can use a Gateway Integration or a Primavera Cloud Integration with Unifier Essentials; you cannot use both. While one integration remains active, the other is unavailable.

To add or link a project to an Oracle Primavera Cloud project in the shell Details window:

  1. Go to the shell (Admin mode or User mode, if you have the required permissions) that contains the project that must be linked.
  2. In the left Navigator, click the shell name node to open the shell landing page.
  3. Click the more menu option (the three horizontal dots icon next to My Dashboard) to open the drop-down list and click Details to open the Details window.
  4. Click the Primavera Cloud Integration tab.
  5. Click Add, and select Primavera Cloud Cash Flow or Primavera Cloud Schedule to select the Oracle Primavera Cloud project from the linked projects in Lobby.
    • If more than one Oracle Primavera Cloud project is available, the system will open a window (Select Project window) and display the list of all Oracle Primavera Cloud projects that are linked to the project.
    • If there is only one Oracle Primavera Cloud project is available, the system will automatically add the project to the Primavera Cloud Integration tab.
    • If you must change the Oracle Primavera Cloud project, or for any reason remove an existing Oracle Primavera Cloud project ID (coming from the linked projects from Lobby) and there is already data exchanged between the projects, you can delete the project from the list and proceed with adding a new Oracle Primavera Cloud project as a link.
  6. When finished, click Save. To discard your changes, or to close the tab, click Cancel.

The Primavera Cloud Integration tab is only available in the shell Details window. The tab is not available in the Shell template or Shell creation window.

Notes:

After the system authenticates and connects Unifier Essentials with Oracle Primavera Cloud, and the project service contains the project links defined between the Unifier Essentials project and the Unifier Essentials with Oracle Primavera Cloud project within the Lobby, the Company Administrator can add the Oracle Primavera Cloud project ID to the Primavera Cloud Integration tab with the integration type selected as the Oracle Primavera Cloud cash flow or schedule.

The following columns are shown in the Primavera Cloud Integration tab:

Note: The contents of the columns are read-only.

Column Name

Contents

Project ID

Displays the source project ID (the Oracle Primavera Cloud Project Number).

Project Name

Displays the source project name (the Oracle Primavera Cloud Project Name).

Primavera Cloud Workspace

Displays the Oracle Primavera Cloud workspace name.

Integration Type

Displays the applicable integration, cash flow or integration.

Based on the Integration Type selected, the Project ID entered will initiate the project synchronization with the source application (Oracle Primavera Cloud) when the cash flow data is sent (pushed) or when the Get Data option is initiated for the System Activity Sheet or Master Rate Sheet.

If a selected Oracle Primavera Cloud project becomes inactive in the source application (Oracle Primavera Cloud), the row information will remain the same in the Primavera Cloud Integration tab, but when a data push or pull is initiated from anywhere, the system will display an error in the Integration History Details window.


Last Published Tuesday, June 4, 2024