Unifier Activity Manager for Oracle Primavera Cloud Schedules
You can also integrate multiple Oracle Primavera Cloud projects into multiple Unifier projects.
In Oracle Primavera Cloud, if two or more projects have the same Project ID, then when integrating those projects into a single project, Unifier will randomly select only one of the Oracle Primavera Cloud projects that have same Project ID and integrates that project into Unifier.
Note: You can access the Activity Manager module for setting up Oracle Primavera Cloud schedules the same way as accessing the Activity Manager module in a shell. The Activity Sheets log components (for setting up Oracle Primavera Cloud schedules) are also the same as the Activity Sheets log in a shell.
The following explains the information specific the Activity Sheets log for Oracle Primavera Cloud schedules.
Get Data | Use this option (Get Data) to:
When you select this option (Get Data), the system checks for the Oracle Primavera Cloud project that as defined in the Integration tab and then brings the Oracle Primavera Cloud project activity data and their schedules into the activity sheet:
If you select this option and there is no Project ID added in the Integration tab, the system will display this message: Valid Project ID is not specified in the Shell Integration Tab. Note: Unifier does not bring the baseline (project data) from Primavera Cloud. |
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Send Data | Use this option (Send Data) to run the export synchronization to send the updated activities and schedules from a Activity Sheet to the Oracle Primavera Cloud. The data elements in the business processes, or the shell attribute form, which have been set to reverse auto-populate (RAP) back to the Oracle Primavera Cloud Activity Sheet (using P6 Activity Picker) will get the latest updates into the Oracle Primavera Cloud Activity Sheet. You can send updated Activity Sheet data (such as: updated Actual Start Date or Finish Dates) to the Oracle Primavera Cloud project which is linked by way of the OOTB export synchronization option: Update Unifier Activity data in to Primavera Cloud. The Schedule tab, in the Activity Sheet log, shows this option, and you can set the scheduled send data based on frequency. |
Mapped Projects tab | The Mapped Projects tab has the following toolbar options:
The Mapped Projects tab displays a list of all of the mapped Oracle Primavera Cloud projects. The following columns are available in this tab:
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Schedule tab | The Schedule tab enables you to set the frequency for Get Data along with a table that shows the schedules based on the frequency. This is applicable to all projects in the activity sheet. Other drop-down values for the Set Frequency for will be Send Data. You can select Send Data, but the OOTB synchronization option is not available for sending the updated activity data back to Oracle Primavera Cloud. |
History tab | The History tab displays the history of all of the events that are being performed across the Oracle Primavera Cloud projects that are present in the activity sheet. |
When you open an activity from the Activity Sheets log, the Activity Sheet overlay page opens.
The Activity Sheet overlay page displays all of the activities data, in columns, such as:
- Activity ID
- Activity Name
- Activity % Complete
- Activity Status
- Activity Type
The Activity Sheet overlay page displays the general information about an activity in the General tab (right-hand pane), categorized by blocks, such as:
- WBS Attributes
- WBS Code (uuu_P6WBSCode): WBS Code associated to each Activity.
- WBS Name (uuu_P6WBSName): WBS Name associated to each Activity.
- WBS Path (uuu_P6WBSPath): WBS Path associated to each Activity.
- Work Package (uuu_P6WorkPackage): This is the leaf node for every WBS structure and will have the values Yes/No.
- Activity Attributes (General)
- Activity ID (uuu_P6ActivityId)
- Activity Name (uuu_P6ActivityName)
- Status (uuu_P6ActivityStatus)
- Type (uuu_P6ActivityType)
- Performance % Complete (uuu_P6PercentComplete)
- Activity Attributes (Scheduling)
- Planned Start (uuu_P6PlannedStart)
- Planned Finish (uuu_P6ActualFinish)
- Planned Duration (uuu_P6Planned)
- Actual Start (uuu_P6ActualStart)
- Actual Finish (uuu_P6ActualFinish)
- Actual Duration (uuu_P6ActualDuration)
- Remaining Duration (uuu_P6RemainingDuration)
- At Completion Duration (uuu_P6AtCompletionDuration)
You can use this activity data in a business process using Activity Picker, and the updated dates can be reverse auto-populated into the activity sheet. The activity sheet data can be sent back to Oracle Primavera Cloud using the export synchronization selected in Gateway integration settings.
Activity Mappings in Gateway
The following activity attributes are displayed in the log:
Oracle Primavera Cloud | Gateway | Unifier |
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activityPercentComplete | PercentComplete | uuu_P6PercentComplete |
actualDuration | ActualDuration | uuu_P6ActualDuration |
actualFinishDate | ActualFinishDate | uuu_P6ActualFinish |
actualStartDate | ActualStartDate | uuu_P6ActualStart |
atCompletionDuration | AtCompletionDuration | uuu_P6AtCompletionDuration |
finishDate | FinishDate | uuu_P6Finish |
activityCode | Id | uuu_P6ActivityId |
activityName | Name | uuu_P6ActivityName |
plannedDuration | PlannedDuration | uuu_P6PlannedDuration |
plannedFinishDate | PlannedFinishDate | uuu_P6PlannedFinish |
plannedStartDate | PlannedStartDate | uuu_P6PlannedStart |
projectId | ProjectId | uuu_int_p6_project_id |
remainingDuration | RemainingDuration | uuu_P6RemainingDuration |
remainingFinishDate | RemainingFinishDate | uuu_P6RemainingEarlyFinish |
remainingStartDate | RemainingStartDate | uuu_P6RemainingEarlyStart |
startDate | StartDate | uuu_P6Start |
activityStatus | Status | uuu_P6ActivityStatus |
activityType | Type | uuu_P6Activitytype |
wbsCode | WBSCode | uuu_P6WBSCode |
wbsId | WBSObjectId | uuu_P6WBSElementId |
wbsPath | WBSPath | uuu_P6WBSPath |
wbsName | WBSName | uuu_P6WBSName |
The WBS Sheet will be created if the WBS Structure field mapping template is defined in Gateway. The WBS Sheet sheet shows the WBS hierarchy, or structure, associated with the activities.
Note: OOTB synchronization does not provide field mappings for the WBS Structure. You must define the WBS structure mapping in Gateway for the WBS sheet that has been created in Unifier.
The WBS Sheet sheet lists the WBS structure. All of the cost and units columns will be zeros (0s) in Unifier 20.7. All of the predefined eight columns are displayed by default, with cost and unit values as zeros (0s).
The System Data Elements that are available in the WBS Attribute form are not be editable, but you can add additional data elements in the WBS Attribute form.
You can add additional columns based on type directly as a cell entry, formula, or from:
- WBS Custom Attributes
- Business Processes
- Activity Sheet
Refer to the FRD ANSI EVM - WBS Sheet - Phase II regarding additional columns and other functionalities allowed in WBS Sheet.
Note: For duration based schedules, the WBS Picker does not show the associated WBS Codes in the business processes, when the EVA Sheet is not created.
Activity Picker in Business Process or Shells
When an Activity Picker that is based on P6 Activity Picker data definition is placed on a business process upper form or detail form, or in the Shell attribute form in uDesigner, you can use that picker to select activities from the Activity Sheet located within that shell.
When you select an activity by way of a P6 Activity Picker, the system displays the Activity Picker log, as defined in uDesigner. The Activity Picker log lists all of the Oracle Primavera Cloud Projects in the Projects drop-down, where you can select the current schedule and select the activity sheet. After selecting the activity sheet, the hierarchy (similar to the one used in the activity sheet) will be displayed.
The list of activities from the picker is filtered according to the query conditions defined within the Data Picker configuration, in Admin mode.
The data elements that can be set to auto-populate from a picker will be populated from the selected activity in the picker.
The data elements that have been set to reverse auto-populate (RAP) to Oracle Primavera Cloud will RAP according to the RAP conditions, in uDesigner. If no RAP conditions are defined, the data elements that have been set to reverse auto-populate (RAP) to Oracle Primavera Cloud will RAP when the record is moved to next step (for Workflow BPs) and when the record is marked as: Finish Edited' (for Non-Workflow BPs).
The linked data elements using an activity picker get updated when the activity gets updated by way of integration.
The auto-population will take place if the picker is set to auto-populate from another picker, and also is set as a source to auto-populate into other data elements.
If a picked activity is deleted, then the system will remove the picker value, and the data elements that hold auto-populated from that activity (the deleted activity) continue to display their values. In such scenario, the system will remove the data elements that hold dynamically linked values.
See Also
Working with Earned Value Analysis
Summary of Steps for Earned Value (EV) Analysis
Configuring the Gateway Integration
Mapping P6 Projects in Shell Details
About Unifier and P6 Integration
About Unifier and Oracle Primavera Cloud Integration
Source Application Link in Activity Sheet
Activity Sheet Created from P6 through Gateway
Activity Sheet Created from Oracle Primavera Cloud Project through Gateway
Using Activity Sheet Data to Track Baseline, Forecast, and Spends in Cash Flow
Activity Sheet with Resource-Loaded and Cost-Loaded Schedules
P6 Activity Picker in Business Process or Shell Details
Earned Value Management Attributes
Earned Value Management Templates
Earned Value Management Configuration Package
Last Published Friday, February 2, 2024