Configure Oracle Primavera P6 EPPM

Perform the following tasks in Oracle Primavera P6 EPPM for this integration:

Create or Use an Existing Project

A project is a temporary endeavor (with a defined start and finish) used to plan, schedule, and control work.

You can either create a new project in Oracle Primavera P6 EPPM, or select an existing one that you will synchronize with Primavera Unifier.

For details, see Creating Projects.

Set the Schedule Type for Primavera Unifier

In Oracle Primavera P6 EPPM, open the project and set the schedule type that Primavera Unifier will use:

  1. Go to Projects - Enterprise Project Structure.
  2. Hover over your project and select the Settings icon, and then select Set Project Preferences.
  3. In the Project Preferences dialog box:
    1. Select the Integrations tab.
    2. Click Unifier.
    3. In the Summary Sheet Integration section, select the appropriate Schedule Type for this project.

Note:

This step is required because Primavera Unifier needs the schedule type to correctly synchronize WBS, activities, and assignments.