Working With Primavera Unifier

You can use Primavera Unifier to perform advanced cost, cash flow and earned value analysis on your P6 projects.

If your P6 deployment is integrated with Primavera Unifier, you can send P6 data to Primavera Unifier and import some data from Primavera Unifier back into P6. Once the link between a P6 project and a Primavera Unifier project and schedule sheet or summary sheet is set up, P6 will retrieve the Cost Breakdown Structure (CBS) from the Primavera Unifier project regularly.

If you want to limit which data is sent to Primavera Unifier, you can choose to send only data about activities, resource assignments, or expenses to which you have assigned a CBS code. You can then send either the entire project, or only those items which have a CBS code assigned, to Primavera Unifier.

You can link P6 to Primavera Unifier by configuring schedule sheet integration, summary sheet integration, or activity sheet integration.

If you configure integration using schedule sheets:

P6 can send project, WBS, resource assignment, and activity data to Primavera Unifier.
You must define mappings in Primavera Unifier before sending data from P6. However, Primavera Unifier includes a default mapping that you can use.
You must configure the preferences of P6 projects that you want to integrate with Primavera Unifier to link the P6 project to a Primavera Unifier schedule sheet.

If you configure integration using summary sheets:

P6 can send the WBS hierarchy and summarized information about projects, baselines, resource assignments, and expenses to Primavera Unifier based on the CBS code you assign to those data items. WBS information is used to generate the CBS hierarchy in Primavera Unifier.
You must configure data flows, synchronizations, the P6 web services URL, and the Unifier Provider URL in Primavera Gateway and then configure the Gateway tab on the Application Settings page in P6 before you can send data from P6. However, Primavera Gateway includes out-of-the-box data flows and synchronizations that you can use.
You must configure the preferences of P6 projects that you want to integrate with Primavera Unifier to link the P6 project to a Primavera Unifier summary sheet.

If you configure integration using activity sheets:

Primavera Unifier can retrieve activity data from P6 and send actual dates for those activities to P6. The first time you exchange data between P6 and Primavera Unifier, you must initiate the exchange from Primavera Unifier. After the first time, you can initiate the exchange of data from P6, P6 Professional, or Primavera Unifier.
You must configure data flows, synchronizations, the P6 web services URL, and the Unifier Provider URL in Primavera Gateway and then configure the Gateway tab on the Application Settings page in P6 before exchanging data with Primavera Unifier. However, Primavera Gateway includes out-of-the-box data flows and synchronizations that you can use.
You must configure the preferences of P6 projects that you want to integrate with Primavera Unifier to link the P6 project to a Primavera Gateway deployment.
Notes:
- If you copy a project which has links to Primavera Unifier set up, the new project does not retain those links.
- If you copy an activity which has a CBS assigned to it, the new activity will not be assigned a CBS.
- If you create a reflection project or baseline for a project with links to Primavera Unifier, these links will not exist between the reflection or baseline project and Primavera Unifier.
- You cannot link a template project to Primavera Unifier.

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