Unifier and Oracle Primavera Cloud
When Unifier and Oracle Primavera Cloud are integrated, you can configure Unifier to connect a single Unifier project to a single Oracle Primavera Cloud project for cash flow.
Note: Oracle recommends that you inspect what you expect from connecting Unifier projects to Oracle Primavera Cloud projects because you may experience unexpected data and results.
Oracle Primavera Cloud Integration
To access the Primavera Cloud Integration page for cash flow integration:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Integrations > Primavera Cloud.
- After you review the following information, continue to the Connect for Primavera Cloud Integration topic for additional instructions.
Recommended Integration Settings for Unifier and Oracle Primavera Cloud
To generate an access token for REST APIs, configure the OAuth client ID in Oracle Primavera Cloud. If you need additional support, contact your System Administrator.
You must have:
- Unifier integration permissions to establish a connection with Oracle Primavera Cloud.
- Valid credentials to access Oracle Primavera Cloud.
Connecting Unifier and Oracle Primavera Cloud
Data can be shared between Unifier and Oracle Primavera Cloud. Unifier can access the Oracle Primavera Cloud Application Programming Interface (API) through an access token generated from the Lobby.
To generate the required access token, your System Administrator (on-premises installations) or Company Administrator (cloud service) must enter the URL for the Lobby in the custom.properties file (Unifier Configurator Settings > Advanced tab). The file must contain the following entry:
skire.lobby.lobbyuri = <lobby URL for your environment>
If the server name and the host and scope name are different, the Oracle Primavera Cloud connection will not be established. As explained in the Connect for Primavera Cloud Integration topic, Unifier uses the Lobby identity application token request by sending the URL, username, and password values to get the access token and refresh token.
The following diagram shows the integration elements:
Sending Cash Flow values from Unifier to Oracle Primavera Cloud
To send cash flow values from Unifier to Oracle Primavera Cloud as needed, you must ensure that Oracle Primavera Cloud is up and running and that you receive the access token.
Note: Unifier connects to Oracle Primavera Cloud through an Application Programming Interface (API)—not to its server. Therefore, the system cannot check the availability of the Oracle Primavera Cloud application nor can it notify you if Oracle Primavera Cloud application is not available.
Removing a connection to an Oracle Primavera Cloud project
If you remove the link between Unifier and an Oracle Primavera Cloud project, you must also manually remove (unlink) the Project ID for the Oracle Primavera Cloud project from the Primavera Cloud Integration page.
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Last Published Friday, June 21, 2024