Prerequisites for Configuring the Gateway Integration

  • Integration Parameters in Gateway and P6
  • Permissions

Integration Parameters in Gateway and P6

Complete configuration of the integration parameters in Gateway and P6. The Schedule type must be selected for projects in P6 for successful integration.

Permissions

Grant the required Administration (Admin) and User mode permissions for the relevant modules in Unifier by using the following modules:

  • Permission templates
  • Access Control
  • User Administration

For Admin mode access (Company) use:

  • Gateway

For User mode access (Company) use:

  • Master Rate Sheet

For User mode access (Project/Shell)

  • Activity Manager
    • Activity Sheet
    • Rate Sheet
    • WBS Sheet
    • OBS Sheet
  • Earned Value Manager
    • Earned Value Analysis
    • Earned Value Analysis Report

See Setting Up the Earned Value Management Permissions for details.