Integrations Tab of the Project Preferences Dialog Box of the EPS Page
Overview
Use this page to configure integrations with applications via Primavera Gateway, for example Primavera Unifier. If an EPS node is selected, the data shown here represents the default settings for the fields.
Screen Elements
Gateway area
Application field
Determines the application which the integration links with P6.
Deployment field
Determines the deployment from Primavera Gateway used by the integration.
Actions list
Lists the actions associated with the deployment.
Unifier area
Schedule Sheet Integration section
Link project to a Primavera Unifier project option
Determine whether to link the P6 project to a Primavera Unifier project.
Project Name field
The Unifier project to which you want to link this P6 project.
Schedule Sheet field
The Unifier schedule sheet to which you want to link this project.
Data Mapping field
The data mapping document.
Delete activities no longer in the P6 Schedule from Primavera Unifier option
Determine whether to remove activities in the Primavera Unifier project if they have been deleted from the P6 Schedule.
Only send activities with CBS codes assigned option
Determine whether to filter the activities which are sent to Unifier to only those with a CBS code assigned.
Summary Sheet Integration section
Schedule Type list
Select the type of data to integrate with Primavera Unifier.
If you choose Duration, units will be sent from P6 and costs will be calculated in Primavera Unifier based on the duration of the project and WBSes.
If you choose Resource, units will be sent from P6 and costs will be calculated in Primavera Unifier based on Resource unit loading.
If you choose Cost, costs and units will be sent from P6 to Unifier. Primavera Unifier will not calculate costs.
Synchronize WBS Hierarchy option
Determine whether to send WBS level data to Primavera Unifier. If you do not select this option, only project level summary data is sent to Primavera Unifier.
Syncrhonize WBS Hierarchy list
If you select the Synchronize WBS Hierarchy option, choose how much of the WBS hierarchy to synchronize with Primavera Unifier.
If you select Complete, the entire WBS hierarchy is synchronized with Primavera Unifier.
If you select Levels, you must enter the number of levels of the WBS hierarchy to synchronize.
If you select Partial, only those WBS nodes which you select by marking the Integrated WBS field in the WBS view will be synchronized.
Getting Here
- Click Projects.
- On the Projects navigation bar, click EPS.
- Select a project or EPS node, click the Row Actions menu and select Set Project Preferences.
- Click the Integrations tab.
Related Topics
Last Published Wednesday, July 10, 2024