Configure Primavera Unifier

To configure Primavera Unifier for this recipe, complete the initial setup outlined below:

Create an integration user

You will use this account when configuring the Primavera Unifier connections delivered in this recipe.

For details, see Creating Integration Users.

Grant required permissions

Ensure the integration user can access the modules used by the recipe (Project Shell areas).

To grant these permissions in Primavera Unifier, go to Company Workspace, switch to Admin mode, then select User Administration, and then Access Control.

Configure custom data view

To get a list of projects with necessary data, create a custom data view in Primavera Unifier:

  1. Go to Company Workspace, switch to Admin mode, then select Data Structure Setup, and then Data Views.
  2. Click New.

  3. Fill in the following required fields along with the SQL definition provided below:

    • Prefix: Unifier_
    • Name: project_erp_report
    • Label: Projects to ERP report
    • Description: Used in Project UDR for Unifier - Fusion ERP integration

    • SQL Definition: 

      SELECT DISTINCT
    x.*
FROM (
    SELECT
        p.ue_prj_ProjNameSSN AS project_name,
        p.ue_prj_ProjNumSSN  AS project_number,
        CASE
            WHEN p.ue_prj_TemplateNameTB128 IS NULL
              OR p.ue_prj_TemplateNameTB128 = '' THEN 'UNDEFINED_TEMPL'
            ELSE p.ue_prj_TemplateNameTB128
        END AS shell_template,

        p.pid      AS project_id_from_project,
        xorg.pid   AS organization,
        usi.companyid AS legal_entity,
        p.description AS description,

        p.ue_prj_ProjManagerPKUS      AS project_manager,
        p.k__ue_prj_ProjManagerPKUS   AS project_manager_id,

        TO_CHAR(
            NVL(
                p.ue_prj_ProjActStartDateDP,
                NVL(
                    p.ue_prj_ProjPlnStartDateDP,
                    NVL(
                        p.ue_prj_ProjPlnStartDateDO,
                        p.uuu_project_start_date
                    )
                )
            ),
            'YYYY/MM/DD'
        ) AS project_start_date,

        TO_CHAR(
            NVL(p.ue_prj_ProjActEndDateDP, p.ue_prj_ProjEndDateDO),
            'YYYY/MM/DD'
        ) AS project_end_date,

        -- 0: Inactive, 1: Active, 2: On-Hold, 3: View-Only
        CASE p.uuu_shell_status
            WHEN 0 THEN 'Inactive'
            WHEN 1 THEN 'Active'
            WHEN 2 THEN 'On-Hold'
            WHEN 3 THEN 'View-Only'
        END AS project_shell_status_details,

        p.uuu_shell_status      AS project_status,
        p.ue_prj_ProjTypeIPD    AS project_type_spd,
        usi.last_modified_date  AS last_shell_update,

        0 AS new_project,
        usi.createdate AS create_date
    FROM unifier_us_xprj_view p
    LEFT JOIN unifier_shell_link_view uslv
        ON uslv.child_id = p.pid
    LEFT JOIN unifier_shell_info_view usi
        ON usi.pid = p.pid
    LEFT JOIN unifier_us_xprj_view p1
        ON p1.pid = uslv.child_id
    LEFT JOIN unifier_us_xorg xorg
        ON xorg.pid = usi.rootid
       AND xorg.uuu_shell_status = 1
    WHERE uslv.child_id_model = 'us_xprj'
      AND usi.istemplate = 0
    ORDER BY uslv.child_id
) x;
  4. Select the newly created data view, click Status and select Published.

For details, see Creating a Shell.

Configure a user defined report (UDR)

In Primavera Unifier, prepare a user defined report (UDR) which will get the changed project data for the active and on hold projects. The UDR will accept a last run date (with time) parameter from Oracle Integration. The UDR will bring all the changed projects from last run date to current date. For the first run, the last run date will be passed as blank. This will synchronize all the projects from Primavera Unifier into Oracle Fusion Cloud ERP.

  1. Go to Settings, and then User mode, and then Reports, and then User-Defined.
  2. Click Create and select From System Data Source.
  3. On the General tab, enter the following:
    • Report Name: OIC_Project_Integration_UDR_DW
    • Report Title: OIC_Project_Integration_UDR_DW
    • Description: User defined report (UDR) to retrieve the changed project data since specified date-time.
    • Data Type: Project ERP report
    • Report Type: Tabular
    • Access Type: System
    • Enable for Integration: True
    • Accessible: Not Selected
    • Default Time Zone: (UTC) Coordinated Universal Time
  4. Under Columns, select:
    • _project_erp_report / PROJECT_NAME → PROJECT_NAME
    • _project_erp_report / PROJECT_NUMBER → PROJECT_NUMBER
    • _project_erp_report / SHELL_TEMPLATE → SHELL_TEMPLATE
    • _project_erp_report / PROJECT_ID_FROM_PROJECT → PROJECT_ID_FROM_PROJECT
    • _project_erp_report / ORGANIZATION → ORGANIZATION
    • _project_erp_report / LEGAL_ENTITY → LEGAL_ENTITY
    • _project_erp_report / DESCRIPTION → DESCRIPTION
    • _project_erp_report / PROJECT_MANAGER → PROJECT_MANAGER
    • _project_erp_report / PROJECT_MANAGER_ID → PROJECT_MANAGER_ID
    • _project_erp_report / PROJECT_START_DATE → PROJECT_START_DATE
    • _project_erp_report / PROJECT_END_DATE → PROJECT_END_DATE
    • _project_erp_report / PROJECT_STATUS → PROJECT_STATUS
    • _project_erp_report / PROJECT_SHELL_STATUS_DETAILS → PROJECT_SHELL_STATUS_DETAILS
    • _project_erp_report / PROJECT_TYPE_SPD → PROJECT_TYPE_SPD
    • _project_erp_report / LAST_SHELL_UPDATE → LAST_SHELL_UPDATE
    • _project_erp_report / CREATE_DATE → CREATE_DATE
    • _project_erp_report / NEW_PROJECT → NEW_PROJECT
  5. Under Query, select:
    • Data Element: _project_erp_report / LAST_SHELL_UPDATE , Label: LastUpdateDate, Condition : greater than or equals
    • Data Element: _project_erp_report / PROJECT_SHELL_STATUS_DETAILS , Label:PROJECT_SHELL_STATUS_DETAILS, Condition : contains, Values: 'Active','On-Hold'
  6. Under Layout, select:
    • Page Orientation: Landscape
    • Paper Size: Unlimited