Configure Aconex

You must complete the following tasks in Aconex:

1. Create project fields to enable users to specify if an issue needs to be sent to Primavera Unifier.
2. Apply project fields to an issue type.
3. Create or update an issue to send to Primavera Unifier.

Create Project Fields

A project administrator needs to create project fields in Aconex that will enable the users to specify if an issue needs to be sent to Unifier.

To learn about using project fields in Aconex, see Using Project Fields in the Aconex Help.

Information specific to creating project fields for integration is provided below.

Create the following fields for the project whose issues you want to synchronize:

• Send to Unifier Issue
• Unifier Issue Record Number
• Unifier Project Number

Note:

For all three fields, you do not have to enter anything in the Field Name field; it is set by Aconex automatically.

To create new project fields, complete the following steps:

1. Log in to Aconex and select the required project.
2. Select the Setup tab, then select Project Settings.
3. On the Project Settings page, select Project Fields, then select Fields.
4. On the Project Fields page, click the New Field button.
5. In the New Field dialog box, enter the information for the new field:
   1. For the Send to Unifier Issue field:
      1. From the Type list, select Select List (Single).
      2. In the Label field, enter Send to Unifier Issue.
      3. In the Select Options field, enter Yes, No, and Sent on separate lines.
      4. Leave the Inline Edit check box unchecked (the default).
      5. Leave the Selections Allowed field set to Single (the default).
      6. In the Tool Tip field, provide an optional tool tip. For example, Yes – Send the issue to Unifier, or No – Do not send the issue to Unifier, or Sent – Issue has been added to Unifier.
   2. For the Unifier Issue Record Number field:
      1. From the Type list, select Text.
      2. In the Label field, enter Unifier Issue Record Number.
      3. In the Min Character Limit field, enter 1.
      4. In the Max Character Limit field, enter 15.
      5. In the Tool Tip field, provide an optional tool tip. For example, the record number created in Unifier for the issue.
   3. For the Unifier Project Number field:
      1. From the Type list, select Text.
      2. In the Label field, enter Unifier Project Number.
      3. In the Min Character Limit field, enter 1.
      4. In the Max Character Limit field, enter 60.
      5. In the Tool Tip field, provide an optional tool tip. For example, the project number for the issue created in Unifier.

Apply Project Fields to an Issue Type

After creating new project fields, you need to apply them to the issue type for the issue that you want to synchronize with Unifier.

To learn about applying project fields to issue types in Aconex, see Apply Project Fields to Issue Types in the Aconex Help.

Information specific to integration is provided below.

To add fields to an issue type:

1. Log in to Aconex and select the required project.
2. Select the Field tab, then from the Project section, select Settings.
3. On the Settings page, select Issues, then select Issue Types.
4. In the Issue Types table, select Edit Fields next to the required issue type.
5. From the Project Fields library, click the + plus icon next to a field to add it to the issue type. Repeat this step for all the fields that you want to add to your issue type.

   Note:

   The order that you add fields will be the order that they appear in the issue.
6. Select the Mandatory check box next to the Send to Unifier Issue field to make it mandatory.
7. Select Save.

Create or Update an Issue to Send to Unifier

You can create a new issue or update an existing issue that you want to synchronize with Unifier.

To learn how to create an issue in Aconex, see Adding a New Issue to a Project in the Aconex Help.

Information specific to integration is provided below.

To create a new issue to be sent to Unifier:

1. Log in to Aconex and select the required project.
2. Select the Field tab, then select Issues.
3. Click Add Issue.
4. Enter the following information in the New Issue dialog box:
   1. From the Issue Type list, select the required issue type. Typically, it will be an issue type to which you applied the new project fields.
   2. In the Description field, provide a brief description of the issue.
   3. In the Assignment section:
      1. From the Assigned To list, select the organization to which the issue is assigned.
      2. In the Due field, enter the due date for the issue.
   4. (Optional) In the Photos and Location sections, add any photos or location details.
   5. In the Additional Details section, from the Send to Unifier Issue list, select Yes.

      Note:

      The Unifier Project Number and Unifier Issue Record Number fields will be auto-populated after you run the integration flow to synchronize Aconex issues with Unifier.
5. Select Save.

Note:

You can also update an existing Aconex issue in Unifier by changing the Send to Unifier Issue field to Yes, provided the issue status is not Closed in Unifier. When updating an existing Aconex issue in Unifier, only the issue description known as Title in Unifier is updated.