Exporting the Data Structure to Primavera Unifier

The data structure is included when you export business processes, shells, managers, and other components from uDesigner to Unifier. However, there may be times when something—a data definition, data element, or status—requires modifying after it has been exported. When this happens, you can export the components again in CSV format. The export process, by function, will include all the original definitions, elements, or statuses, as well as the new ones.

To export data definitions:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Data Structure Setup > Data Definitions.
  3. Click Basic or Cost Codes, depending on the definitions you want to export. The panel on the right lists the definitions.
  4. Click the Export button on the toolbar.

    uDesigner converts the definitions into a CSV file and prompts you to save or open the file.

  5. Save the file to the directory from which you want to export it.

To export data elements:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Data Structure Setup > Data Elements. The panel on the right lists the elements.
  3. Click the Export button on the toolbar.

    uDesigner converts the definitions into a CSV file and prompts you to save or open the file.

  4. Save the file to the directory from which you want to export it.

To export statuses:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Data Structure Setup > [Asset Statuses, Line Item Statuses, Record Statuses, or Tags]. The panel on the right lists the statuses.
  3. Click the Export button on the toolbar.

    uDesigner converts the definitions into a CSV file and prompts you to save or open the file.

  4. Save the file to the directory from which you want to export it.

Last Published Monday, June 3, 2024