Based on the role of P6 and Primavera Cloud providers in the Master Data flow type, and the data to be transferred in the business flow the following provider-specific parameters display as either source or destination application parameters in the Add Business Flow wizard.
Users having the role of a Gateway administrator, Gateway administrator with no data access, or Gateway developers can access and view all the parameters listed below. Set the behavior of these parameters in the business flow by specifying the Attribute for each as any of the following values: Hidden, Optional, Read-only, or Required.
Note: Data identified by each parameter is processed by a flow step of the business flow. For more information on flow steps, see Executing a Business Flow. All values specified in the filter parameters will be used in the Load step of the flow for loading data from the providers designated as the source or the destination.
Primavera Cloud Provider Application Parameters
When Primavera Cloud provider is the source application, set values and attributes for the following parameters:
- Primavera Cloud Location Filter
Use this setting to specify location values in Primavera Cloud using CountryCode or WorkspaceId. Select Add Row to enter multiple filter criteria for selecting location values. Select Edit row to change a current filter criteria or value for selecting a location.
- Primavera Cloud Calendar Filter
Use this setting to identify and select Global Calendar values in Primavera Cloud using Name or WorkspaceId. Enter multiple values as comma-separated values. Select Add row to enter multiple filter criteria for selecting global calendars. Select Edit row to change a current filter criteria or value for selecting a global calendar.
- Primavera Cloud UnitOfMeasure Filter
Use this setting to identify and select UnitOfMeasure values in Primavera Cloud using WorkspaceId. Enter multiple values as comma-separated values. Select Add row to enter multiple filter criteria for selecting units of measure. Select Edit row to change a current filter criteria or value for selecting a unit of measure.
- Primavera Cloud Role Filter
Use this setting to select roles in Primavera Cloud using RoleId or WorkspaceId. Select Add Row to enter multiple filter criteria for selecting roles. Select Edit Row to change the current filter criteria or value for selecting roles in Primavera Cloud.
- Primavera Cloud Resource Filter
Use this setting to select resources in Primavera Cloud using RoleId or WorkspaceId. Select Add Row to enter multiple filter criteria for selecting resources. Select Edit Row to change the current filter criteria or value for selecting resources in Primavera Cloud.
- Primavera Cloud UDF Type Filter
Use this setting to select and transfer the following Primavera Cloud UDF Types: Activity, Project, Resource Assignment, and WBS.
- Primavera Cloud UDF By Workspace Filter
Use this setting to select UDFs associated with a specific workspace in Primavera Cloud by using WorkspaceId. Select Add Row to enter multiple filter criteria for selecting UDF types. Select Edit Row to change the current filter criteria or value for selecting UDF Types in Primavera Cloud.
When Primavera Cloud provider is the destination application, set values and attributes for the following parameters
- Workspace Location
Use this setting to specify the default workspace and populate it in a synchronization. If the value is set in Primavera Gateway, then Primavera Cloud will check if the Primavera Cloud Workspace field value exists and will use it to create the project.
P6 must send all global data assigned to the project with the project flow. All global data will be assigned to the workspace where the project will be created in Primavera Cloud. This information is used in the Load and Save steps of the flow.
- Primavera Cloud Location Filter
Use this setting to specify location values in Primavera Cloud using CountryCode or WorkspaceId. Select Add Row to enter multiple filter criteria for selecting location values. Select Edit row to change a current filter criteria or value for selecting a location.
- Save data to Primavera Cloud if there are errors?
Use this setting to determine how data is to be processed when a job fails in Gateway. Select this option if you want to save the data in Primavera Cloud when a synchronization job fails in Gateway. Otherwise, deselect this option to ensure data is not saved in Primavera Cloud for failed jobs.
- Provide email notification for selected job status
This parameter displays only when you have specified an Email Address in the Mail Configuration tab of the Gateway Settings page.
Use this setting to enter email IDs of individuals who would need to be notified when synchronization jobs are completed with any of the following job statuses on the Monitoring page: Completed, Review, Cancelled, Completed with Errors, Completed with Warnings, or Failed.
Select the Attach Data Details for Job check box to include details of the data transfer in the email.
- Delete data that no longer exists in the source application?
Use this setting to determine whether data that no longer exists in the source application is to be deleted in the destination application. This parameter must be used in conjunction with the Compare flag selected in the Business Flow wizard.
Note: When you run a project data flow, it will delete only project level data in a business flow, but not the master data. This will prevent you from deleting master data elements such as resources, roles etc., that may be used in another project. However, if used in a master data flow, it will delete all relevant objects and fields.
- Only delete data that has been linked previously with the source application?
To use this parameter, you must also select the parameter, Delete data that no longer exists in the source application? During a synchronization, when the data is compared between the source and the destination application, data that has been added only in the destination application will not be deleted. However, if you deleted source data that was previously synced in the destination application, it will also be deleted from the destination application.
For example,
- Consider the following data was created in P6 and synced with Primavera Cloud: 1 project, 1 WBS, and 3 Activities.
- After the synchronization is completed, add two activities in Primavera Cloud and delete one activity in P6.
- Run the P6 - Primavera Cloud synchronization again selecting both parameters listed above in the Destination Parameters tab of the P6 - Primavera Cloud business flow.
The results are:
- The two activities in Primavera Cloud are retained.
- The P6 Activity which was deleted, is now deleted from Primavera Cloud as well.
P6 Provider Application Parameters
When P6 is the source application, set values and attributes for the following parameters:
- Location Filter
Use this setting to identify and select location values in P6 using Country Code, and State code. Enter multiple values in the Country Code, or State Code fields as comma-separated values. Select Add Row to enter multiple locations. Select Edit Row to change current filter criteria for selecting a location value.
- Notebook Topic Filter
Use this setting to transfer the following types of Notebook Topics in P6: EPS, Project, WBS, and Activity.
- Project Code Type Filter
Use this setting to identify and select ProjectCodeType values in P6 by using the Name field. Enter multiple values in the Name field as comma-separated values. Select Add Row to enter multiple ProjectCodeType values. Select Edit Row to change the current filter criteria for selecting a ProjectCodeType value.
- Resource Code Type Filter
Use this setting to identify and transfer ResourceCodeType values in P6 by using the Name field. Enter multiple values in the Name field as comma-separated values. Select Add Row to enter multiple ResourceCodeType values. Select Edit Row to change the current filter criteria for selecting a ResourceCodeType value.
- Activity Code Type Filter
Use this setting to identify and transfer ActivityCodeType values in P6 by using the Name field. Enter multiple values in the Name field as comma-separated values. Select Add Row to enter multiple ActivityCodeType values. Select Edit Row to change the current filter criteria for selecting an ActivityCodeType value.
- Resource Filter
Use this setting to identify and select Resource values in P6 by using the following fields: Resource Ids, and Resource Code. Enter multiple values of Resource Ids or Resource Code as comma-separated values. Select Add Row to enter multiple resource values. Select Edit Row to change the current filter criteria for selecting a resource value.
- Include Resource Hierarchy
Select this option to include the P6 resource hierarchy with the Resource objects. This information is used in the Load step of the flow.
- Role Filter
Use this setting to identify and transfer role values in P6 by using the Role Id field. Enter multiple values in the Role Ids field as comma-separated values. Select Add Row to enter multiple role values. Select Edit Row to change the current filter criteria for selecting a role value.
- Include Role Hierarchy
Select this option to include the P6 role hierarchy with the Role values in the data transfer. This information is used in the Load step of the flow.
- Calendar Filter
Use this setting to identify and transfer Global Calendar and / or Resource Calendar values in P6 by using the Name field. Enter multiple values in the Name field as comma-separated values. Select Add Row to enter multiple calendars. Select Edit Row to change the current filter criteria for selecting a calendar.
- P6 UDF Type Filter
Use this setting to select and transfer the following UDF Types: Activity, Activity Expense, Project, Resource, Resource Assignment, and WBS.
- EPS Filter
Use this setting to identify and transfer EPS values in P6. Enter multiple values for the EPS Ids field as comma-separated values. Select Add Row to enter multiple EPS values. Select Edit Row to change the current filter criteria for selecting an EPS value.
- Expense Category Filter
Use this setting to identify and transfer ExpenseCategory values in P6 by using the ExpenseCategory Names field. Enter multiple values in the ExpenseCategory Names field as comma-separated values. Select Add Row to enter multiple ExpenseCategory values. Select Edit Row to change the current filter criteria for selecting an ExpenseCategory value.
- WBS Category Filter
Use this setting to identify and transfer WBSCategory values in P6 by using the WBSCategory Names field. Enter multiple values for the WBSCategory Names field as comma-separated values. Select Add Row to enter multiple filter criteria for selecting WBSCategory values. Select Edit Row to change the current filter criteria for selecting a WBSCategory value.
When P6 is the destination application, set values and attributes for the following parameters:
- Resource Destination
This parameter is applicable only when P6 is the destination provider. Use this setting to specify the location of the Resource objects imported into P6.
- Calculate Cost from Units
Use this setting to determine whether to calculate costs from the units. This information is used in the Save step of the flow.
- Auto Compute Actuals
Select this setting if you want the actuals to be auto-computed in P6. This information is used in the Save step of the flow.
- Role Destination
Use this setting to specify the location of the role objects imported into P6. This information is used in the Save step of the flow.
- Save data to P6 if there are errors
This parameter is applicable only when P6 is the destination provider. Use this setting to determine whether to save the imported data in P6 with errors. This information is used in the Save step of the flow.
- Provide email notification for selected job status
This parameter displays only when you have specified an Email Address in the Mail Configuration tab of the Gateway Settings page.
Use this setting to enter email IDs of individuals who would need to be notified when synchronization jobs are completed with any of the following job statuses on the Monitoring page: Completed, Review, Cancelled, Completed with Errors, Completed with Warnings, or Failed.
Select the Attach Data Details for Job check box to include details of the data transfer in the email.
- Delete data that no longer exists in the source application?
Use this setting to determine whether data that no longer exists in the source application is to be deleted in the destination application. This parameter must be used in conjunction with the Compare flag selected in the Business Flow wizard.
Note: When you run a project data flow, it will delete only project level data in a business flow, but not the master data. This will prevent you from deleting master data elements such as resources, roles etc., that may be used in another project. However, if used in a master data flow, it will delete all relevant objects and fields. This information is used in the Compare step of the flow.
- Only delete data that has been linked previously with the source application?
To use this parameter, you must also select the parameter, Delete data that no longer exists in the source application? During a synchronization, when the data is compared between the source and the destination application, data that has been added only in the destination application will not be deleted. However, if you deleted source data that was previously synced in the destination application, it will also be deleted from the destination application.