Integrating a System Activity Sheet or Master Rate Sheet through Oracle Integration

After the connection between Unifier and Oracle Integration is established, you can use the integrations in the Oracle Primavera Cloud – Primavera Unifier | Integrate Resources and Schedule accelerator to update the System Activity Sheets, Manual Activity Sheets or the Master Rate Sheet (or all).

The accelerator includes the following integrations:

Oracle OPC Unifier Activity Sync
Oracle OPC Unifier Resources Roles Sync
Oracle Update OPC Activity Spreads to Unifier

You can initiate an update from within Unifier or in Oracle Integration.

When you use an integration to update the System Activity Sheet or Manual Activity Sheet for a project, it updates the sheet with the cost data, the Assignments (resources and roles), and the Activity Spread. Additionally, you can use the Primavera Cloud Schedule option to update multiple schedules. If you attempt to integrate an Oracle Primavera Cloud project that is already integrated with the same project or a different project in Unifier, the system notifies you that the integration cannot be added.

When you use an integration to update the Master Rate Sheet, it updates the sheet with all the workspaces, resources, and roles from Oracle Primavera Cloud.

Note: At the company-level, you can use a Gateway Integration and Primavera Cloud Integration with Unifier; However, at the shell-level you cannot use both. While one integration remains active, the other is unavailable.

Prerequisite

A connection between Unifier and Oracle Integration is established. For more details, see Initial Oracle Integration Setup.

Procedure

To integrate a System Activity Sheet or Master Rate Sheet:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Integrations, and select Oracle Integration Cloud.
In the Integrations tab, copy the applicable information from the POST field of the integration from Oracle Integration to the System Activity Sheet and Master Rate Sheet fields.
When you are done, click Save.

To update the System Activity Sheet from within Unifier:

Go to the shell tab and switch to User mode.
In the left Navigator, select the shell name (Home icon).
In the upper-right corner, click My Dashboard and select Details to open the Details form.
Select the Primavera Cloud Integration tab.
Click Add, and select Primavera Cloud Schedule.
In the empty row that is added, complete the following fields:
- Project ID: Enter the Oracle Primavera Cloud project ID. The ID must be unique to this shell and to Unifier. The ID cannot include the following characters: / \ : * ? " < > | ' =
- Project Name: This field is optional.
- Primavera Cloud Workspace ID: Enter the Oracle Primavera Cloud Workspace ID.
The Integration Type field is completed by the system, based on the option you selected from the Add list.
To add additional projects, click Add again, select Primavera Cloud Schedule, and complete the new row.
When you are done, click Save.
In the left Navigator, select Activity Manager, and then select Activity Sheet.
From the toolbar of the Activity Sheets log, click Get Data.
In the Get Data dialog box, select the All Projects checkbox, and then clear any projects from the text box that you do not want updated.
In the Type section, select Baseline.
If you want to retain unreferenced data in the System Activity Sheet, clear the Remove Unreferenced Data checkbox in the Advanced Options section.
When you are done, click OK.
To view the status of the job, select the History tab in the right pane.
You can click Refresh to update the information until the Status displays COMPLETED. If the Status is FAILED, select the line to view more information about the error that occurred.

To update the Master Rate Sheet from within Unifier:

Go to the Company Workspace tab and switch to User mode.
In the left Navigator, select Master Rate Sheet.
From the toolbar of the Master Rate Sheet log, click Get Data .
In the Get Data dialog box, select OIC, and click OK.
In the Confirmation message, click Yes to continue.
To view the status of the job, select the History tab in the right pane.
You can click Refresh to update the information until the Status displays COMPLETED. If the Status is FAILED, select the line to view more information about the error that occurred.

See Also