Sending and Receiving Cash Flow Data

After Unifier and Oracle Primavera Cloud are integrated, the Unifier Project Manager can send (push) the planned budget data (Baseline, Actuals, and Forecast) to Primavera Cloud to update the project in Primavera Cloud. After the project in Primavera Cloud is updated, with the planned budget information, the Project Manager will notify the Primavera Cloud Portfolio Planner that the planned budget has been sent, by way of an external email.

For the project cash flow data to be sent to Primavera Cloud, a corresponding project must be created, or must be available, in Primavera Cloud, and the Unifier project must be linked to the corresponding project that was created, or a previously existing project, in Primavera Cloud.

You have two options to send (push) data from Unifier to Primavera Cloud and receive data (pull) from Primavera Cloud to Unifier:

From each individual Unifier project
After you have ensured that the Project Manager has determined the project budget (Baseline, Forecast, Actuals, and so on), you can go to the shell (User mode) that contains the project, and send (push) or receive (pull) the data. See Oracle Primavera Cloud Integration and Unifier Cash Flow (User Mode) for details.
From multiple Unifier projects (bulk)
After you have ensured that the Project Manager has determined the project budget (Baseline, Forecast, Actuals, and so forth) for all the projects in the company, you can go to the Company Sponsored Shells grouping node (Admin mode) that contains all of the Unifier company shells and their projects, and send (push) data from multiple projects to Primavera Cloud and receive data (pull) from Primavera Cloud into multiple projects from the District or Region log, in bulk, as explained below. See Oracle Primavera Cloud Integration in Company Sponsored Shells for details.

The next step is for the Primavera Cloud Portfolio Manager to review the planned budget and submit results back to the Unifier Project Manager.

See Also