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. See Initial Oracle Integration Setup.

Procedure

To integrate a System Activity Sheet or Master Rate Sheet:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Integrations, and select Oracle Integration Cloud.
  3. 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.
  4. When you are done, select Save.

To update the System Activity Sheet from within Unifier:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select the shell name (Home icon).
  3. In the upper-right corner, select My Dashboard (""), and then select Details to open the Details form.
  4. Select the Primavera Cloud Integration tab.
  5. Select Add, and select Primavera Cloud Schedule.
  6. 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 Primavera Cloud Workspace ID.

    The Integration Type field is completed by the system, based on the option you selected from the Add list.

  7. To add additional projects, select Add again, select Primavera Cloud Schedule, and complete the new row.
  8. When you are done, select Save.
  9. In the left Navigator, select Activity Manager, and then select Activity Sheet.
  10. From the toolbar of the Activity Sheets log, select Get Data.
  11. 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.
  12. In the Type section, select Baseline.
  13. If you want to retain unreferenced data in the System Activity Sheet, clear the Remove Unreferenced Data checkbox in the Advanced Options section.
  14. When you are done, select OK.
  15. To view the status of the job, select the History tab in the right pane.
  16. To fetch and view the latest status of the Oracle Integration job, select Refresh ("") until the status displays COMPLETED.
    If the Oracle Integration job cannot be fetched, or returns an error, a corresponding message appears with guidance for the next step as follows:
    • If the Get Data job for Re-costing and Cost Sheet roll-up completes successfully, you can initiate a new Get Data job.
    • If the Get Data job completes successfully, but the status of the Activity Spread or Assignment Spread job displays RUNNING for more than 24 hours, then the job is automatically updated to a FAILED status. You can initiate a new Get Data job.
    • If the Get Data job, the Activity Spread job, and the Assignment Spread job completes successfully, but the status of the Re-cost or Cost Sheet roll-up jobs display RUNNING for more than 24 hours, those jobs are automatically updated as FAILED. You can initiate a new Get Data job.
    • If the Get Data job is initiated or running, you select Refresh (""), and the Oracle Integration job status displays: BLOCKED, COMPLETED, FAILED, or UNKNOWN, you can initiate a new Get Data job. If the status is FAILED, select the line to view more information about the error.
    • If the Get Data job is initiated or running, you select Refresh (""), and the Oracle Integration job status displays: SCHEDULE_WAITING, QUEUED, or PAUSED, a corresponding message displays. In this case, you cannot initiate a new Get Data job.

Your administrator can cancel a Get Data job if the Oracle Integration job status displays any of the following: BLOCKED, PAUSED, QUEUED, SCHEDULE_PAUSED, SCHEDULE_WAITING or UNKNOWN.

To update the Master Rate Sheet from within Unifier:

  1. Go to the Company Workspace tab, and switch to User mode.
  2. In the left Navigator, select Master Rate Sheet.
  3. From the toolbar of the Master Rate Sheet log, select Get Data ("").
  4. In the Get Data dialog box, select OIC, and select OK.
  5. In the Confirmation message, select Yes to continue.
  6. To view the status of the job, select the History tab in the right pane.

    You can select 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.