Unifier and Primavera P6

Unifier receives the integrated data, from P6, and uses the data for the following Cost modules:

Cost Sheet
Cash Flow
Earned Value (EV)

As a part of integration, you can capture the "summarized" P6 data within the Cost modules and view the information in a columnar and comparative format, for example, Cost Sheet columns, Cash Flow Curves, and Earned Value Curves). In addition, the Reporting functionality enables you to create "User-Defined" or "Custom" reports using the "summarized" P6 data.

Important: Beginning with version 25.10, new integrations that include the Summary Sheet fail with the following message: "Unifier return code is 1013. Integration settings for Role Attribute form are not set."

Because the Resource Manager feature, which was deprecated starting with version 23.10, no longer supports the creation of Resource Attribute and Role Attribute forms, Oracle recommends that you leverage Activity Sheet Synchronization. (Existing integrations continue to work as designed.)

Prerequisites for a Successful Integration

Use CBS type Shells to use Unifier cost modules with data integrated from P6.
Use the system Data Element uuu_int_schedule_type within the Integration section and Detail subsection of the Shell Attribute Form definition.
Create and Publish P6 Data Sources to pull P6 data into Cost Sheet.
Create Shell instances corresponding to each P6 Schedule that needs to be integrated with Unifier by following these instructions:
- Each Shell instance must have the same ‘Shell Number' as the corresponding P6 Project ID.
- To bring the P6 internal Project id to Unifier, add the P6 Internal Project ID field (uuu_int_internal_proj_id) to the attribute form and the Integration Detail form (go to the Company Workspace tab, and switch to Admin mode; in the left Navigator, select uDesigner, and then select Shell Manager; open the applicable shell, select Integration, and then select Detail).
- Create or use separate Shell Templates for Duration Based and Resource or Cost Loaded integrated Shells in Unifier because the Cost Sheet for Duration Based schedules will not contain columns rolling up from P6 Summary Sheets (when the other two types of schedules will have columns rolling up from P6 Summary Sheets).
Include the following in the Role Attribute Form, if the integration will be Resource or Cost Loaded:
- uuu_role_imported_from_p6
- uuu_role_type, uuu_role_id
- uuu_role_uom
For correct cost calculations in Resource Loaded schedules, update all imported roles with Rate values.
If you create Unifier Roles via integration, include the Roles above the Data Elements (DEs) in the integration detail section in uDesigner Role attribute design.
For Resource Loaded or Cost Loaded schedules:
- (Recommended) Do not change or update the ID of Roles created via integration manually because when you create Roles via integration the Role ID is used as the identifier by means of which the integration interface maps the P6 Resource to Unifier Role.
If you want to integrate the CBS codes with P6, do the following:
- Include uuu_cost_imported_from_p6 and uuu_int_hidden_from_p6 in the CBS Attribute Form.
- Define the default CBS segment values within Data Structure Setup (go to the Company Workspace tab, switch to Admin mode, select Data Definitions from the left Navigator, and then select Cost Codes).
If you want to create Cost Codes for a Shell using the P6 CBS structure, ensure that the Cost Sheet structure in P6 is Tree.
- Do not include Cost Code separators (“-”, “.”,) in P6 CBS Codes if you are creating Cost Codes in Unifier using P6 data.
When working with P6 data sources or Cost Sheet columns:
- You can create or publish P6 data sources via integration and when the "Send Summary data" integration is used.
- You can add published P6 data sources, as columns, only in Cost Sheet Templates.
- If you create P6 data sources via integration, and not manually, you can add columns to Cost Sheet only after the "Send Summary data to Unifier" is used.
- If you create P6 data sources manually, and not via integration, create or publish P6 data sources by:
  - Creating or publishing one P6 Data Source called "Current Schedule." This data source is used by the system to define the "Type" of all Master Summary sheets (Summary sheets which contain summary data from the main P6 project which is integrated with Unifier).
  - Creating or publishing all "Baseline Type" values defined within P6 Enterprise Data as P6 Data Sources.
  After you create or publish the P6 data sources, you can use the P6 data sources to create columns in the Cost Sheet Template and push the information to the Shell instances.

In This Section

P6 Data Sources Node

P6 Activity Data

P6 Activity Picker Query Configuration

P6 Data and Cash Flow Templates

Last Published Monday, October 13, 2025