Integrating a Project or Shell with Oracle Primavera Cloud

You can use the Primavera Cloud Integration tab in the Details window to add or link a Unifier project to an Oracle Primavera Cloud project.

Note:

  • You can use a Gateway Integration or a Primavera Cloud Integration with Unifier; you cannot use both. While one integration remains active, the other is unavailable.
  • To avoid discrepancy of dates and time between applications, the Oracle Primavera Cloud and Unifier servers are usually located in the same time zone.
  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 Cash Flow or 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 Oracle Primavera Cloud Workspace ID.

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

  7. When you are done, select Save.