Synchronization: Resource and Role Rates from P6

This synchronization is set:

To be out-of-the-box (OOB) to be initiated from Unifier.
To fetch the Resource and Role list from P6, along with the respective standard rate.

Only one Master Rate Sheet is allowed at the Company level in Unifier. If the Master Rate Sheet does not exist, create one manually or use the Get Data option in the Master Rate Sheet log.

When the Master Rate Sheet exists, the fields values will be updated regularly with the latest data from Gateway.

Notes:

If a transaction fails because of connection issues with Gateway, or incorrect Gateway parameters in Admin Mode, it is recorded in the job history with an error message.
While only one Master Rate Sheet exists at the Company level, users can create multiple Rate Sheets at the project/shell level.
Resource and Role rates will be imported from P6 the first time a Master Rate Sheet is synchronized. Subsequent imports will not update the rates.

See Also