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Creating and Updating Schedule Sheet through Primavera P6 Integration

If you have access to the Schedule Manager feature, a Schedule Sheet under Schedule Manager supports the following objects. For more information, refer to the Unifier General User Guide, Unifier General Administration Guide, and Unifier uDesigner User Guide.

• Activities
• Resource Assignments
• Activity Dependencies (Successors and Predecessors) along with relationship (Start to Finish, Finish to Start, and so on) and lag information.
• Association of an activity with a cost code (CBS Code) from Unifier Cost Manager.

Integration with P6 involves creation, modification, and association of these objects automatically through Web Services calls.

Integration with P6 Server supports the following information for each object:

• Activities: All elements including User Defined Fields.
• Resource Assignments: All elements including User Defined Fields and Unit of Measure
• Activity Dependencies: Based on Activity Dependencies option
• Association with Cost Codes: Unifier uses special logic as part of integration to build CBS Code to match with Unifier CBS Code or Cost Codes under Cost Manager. See Associate CBS Codes with Activities.
  

  Activities in a project are grouped together by CBS codes.

  To associate an activity with a CBS Code, the system go through the hierarchical structure of CBS segments to build the final CBS Code. Unifier performs this function when CBS Code import option is checked on the Options tab of Data Mapping. The CBS Code string generated is then validated with leaf level CBS Codes created under Cost Manager. If the CBS Code is available, the activity is associated with the CBS Code. If the CBS Code is not available, the import process fails.

  Additional options are available to create the entire string of CBS Code. These options can be used to address any structural differences between the way CBS Codes are built in Unifier Cost Manager and CBS Codes in Primavera P6.

  • Levels: User can choose number of CBS segments that should be considered while processing a Primavera XML file. For example, if user enters 8 then last segment CAct04 will not be considered while building CBS Code.
  • Suffix Mask: User can optionally enter a suffix mask, which will be added to the end of CBS Codes built based on Primavera XML file. Users can either enter a constant value of select a data element from Activity Attribute Form.

    Note: With the help of this data element being selected as suffix, it is possible to build CBS Code and assign it to an activity based on attributes of activities coming from P6 instead of the CBS Code hierarchy of the activities.

To create and update these objects as part of Integration, you must first create a data mapping relationship between data elements of Unifier and P6. The following section explains Data Mapping concepts and how to create one.

Apart from data mapping, Unifier should also know how to identify Activities and Resources that are coming from Primavera P6. This is to allow the system to support the update web service method. The application currently supports two ways to identify an Activity and one way to identify a Resource.

An Activity can be identified by a GUID. Each activity in Primavera P6 has a GUID. This GUID will be stored when an activity is created in Unifier and can be used later as part of update process.

The second way to identify an activity is through Activity ID. Each activity in Primavera P6 has an Activity ID. This ID will be stored when an activity is created and will be used later as part of update process.

Resources are identified by their name. Each resource in Primavera P6 has a name and this will be stored when a resource assignment is created in Unifier.

In This Section

Data Mapping

Associate CBS Codes with Activities

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Last Published Wednesday, April 9, 2025