Oracle Primavera Cloud Integration and Unifier Essentials Cash Flow (User Mode)

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, click Financial Analysis > Cash Flow.
  3. In the Cash Flow log, to send (push) or receive (pull) the data, click the Actions drop-down menu and select one of the following options:

    Note: These options are available only if the projects are linked.

    • Send Data to Primavera Cloud
    • Get Data from Primavera Cloud

      You can use the Get Data from Primavera Cloud option after the Oracle Primavera Cloud Portfolio Manager has made updates to the planned budget that you have submitted.

    The Integration History Details option (in the Actions drop-down menu) lets you open the History Details window and see the action name (Get Data or Send Data), requestor information, date and time of the job initiation, start date and end date of the action, and the status of each action (Completed, Failed, or Completed with errors). The status Completed with errors is shown when the data push of at least one project of the selected projects has failed.

    The History Details window shows whether the push or pull of the cash flow data to the linked projects is successful. If a push is not successful, the system will display a message specifying the reason for failure.

    You can select a history record and click Open to open the Job Details window and see more details, such as the shell name (the Unifier Essentials shell that contains the project), dates, status, and a message that indicates whether getting data from, or sending data to, the Oracle Primavera Cloud project <PROJECTNAME> is successful. Use the toolbar options on the History Details window to open items, refresh the items displayed, print (including exporting to CSV or Excel) items, or find an item.

    When the source project is not active, the system displays a message indicating that the source project ID is not active.

    Note: When you incorporate changes or modify the cash flow data and save your changes, it will take the system at least five seconds to refresh the data. User can select Send Data options after five seconds to push the latest cash flow data to Oracle Primavera Cloud.

Send Data to Primavera Cloud

The Unifier Essentials Project Manager (user) can select one or more By CBS and By Summary CBS cash flow curves and click the Send Data to Primavera Cloud option to send (push) the By CBS and By Summary CBS cash flow curves data to Oracle Primavera Cloud.

The following data is also sent to Oracle Primavera Cloud, for each curve type that is selected in the cash flow configuration:

Only the data from the By Project/Shell, By CBS, and By Summary CBS cash flow curves will be sent (pushed) to the Oracle Primavera Cloud project cash flows.

Get Data from Primavera Cloud

The Unifier Essentials Project Manager (user) can select this option so the By Project/Shell, By CBS, and By Summary CBS cash flow curves data will receive the Portfolio Budget data from Oracle Primavera Cloud.

The following data is also sent to Oracle Primavera Cloud, for each curve type that is selected in the cash flow configuration:

At this point:

The Project Manager will email the Oracle Primavera Cloud Portfolio Manager informing the Portfolio Manager that a new budget planning information or data has been sent. This communication also signals the request for a response from the Portfolio Manager.

The Oracle Primavera Cloud Portfolio Manager goes to the corresponding project cash flow in Oracle Primavera Cloud and refreshes the log to receive the data.


Last Published Tuesday, June 4, 2024