Linking P6 and Primavera Unifier Projects and Summmary Sheets.

When the P6 and Primavera Unifier applications are linked, you can link projects in P6 to Primavera Unifier projects and summary sheets. This will allow you to send P6 data to Primavera Unifier.

Note:

You cannot link a template project to Primavera Unifier.

To link a P6 to a Primavera Unifier project and summary sheet:

1. On the Navigation Menu, expand Projects and click EPS.
2. On the EPS page:
   1. Select a project.
   2. Click Context and select Set Project Preferences.
   3. In the Project Preferences dialog box, click Integrations.
   4. On the Integrations page, click Gateway.
   5. On the Gateway page, select a deployment.
   6. On the Integrations page, click Unifier.
   7. On the Unifier page in the Summary Sheet Integration section:
   8. Select a schedule type from the Schedule Type list.
      • Select Duration to send units data, summarized by CBS code, to Primavera Unifier and have Primavera Unifier calculate costs based on the duration of the project and WBSes.
      • Select Resource Loaded to send the following data to Primavera Unifier and have Primavera Unifier calculate costs based on the resource and unit loading information from P6:

        Summary and spread data by CBS code on the expense category about dates, units and cost for expenses.

        Summary and spread data by CBS code on the resource assignment about dates and units for resource assignments.

      • Select Cost Loaded to send the following data to Primavera Unifier (Primavera Unifier will not calculate costs):

        Summary and spread data by CBS code on the expense category about dates, units and cost for expenses.

        Summary and spread data by CBS code on the resource assignment about dates, units and costs for resource assignments.

   9. Select the Synchronize WBS Hierarchy option if you want the WBS hierarchy in P6 to be synchronized with the cost sheet in Primavera Unifier. If you do not select this option, only project data will be sent to Unifier.
   10. If you selected to synchronize the WBS hierarchy, select how much of the hierarchy you want to synchronize.
       • Select Complete to synchronize all levels of the WBS.
       • Select Levels and then specify a number of levels to synchronize only a certain number of levels of the hierarchy.
       • Select Partial to synchronize only those data items to which you have assigned a CBS code.
   11. Click OK.

Tip:

You need the Allow Integration with Primavera Unifier privilege to change any of the settings on the Unifier page of Project Preferences.