Configure Primavera Unifier

Create an Integration User

To set up and use the Primavera Unifier connection in this recipe, you will first need to:

Create a dedicated integration user. For details, see Creating Integration Users in the Primavera Unifier documentation.
Generate a Base64 encoding of the username and password of the integration user. See Prepare Base64-Encoded Credentials. After you encode the credentials, you will use the encoded username and password value in the access token request of the delivered Primavera Unifier connection.

Note:

This integration user should not be used by other clients such as Postman, etc. This is to avoid 401 authorization errors from Primavera Unifier.

Create a Project

Create a shell (project) with which you want to link your Aconex issues. A shell is where users can organize business information in one place to make managing it easy.

For more information, see Creating a Shell.

Enable the Business Process for the Project

Information is entered and stored using electronic business process (BP) forms and routed via configurable workflows. You can create your own business processes and configure the workflow to determine how you will process the Aconex issues created via integration in Primavera Unifier.

For more information, see Setting Up Business Processes and Configuring Business Processes

Activate the Workflow

Workflows are included with the business process and control how business process records flow through the steps of the creation, response, review, and approval process. You must activate the workflows that you plan to set up and use.

For more information, see Configure a BP Workflow (Workflow Tab).

Note:

The default workflow selected in the auto creation settings of the issues business process is used when Aconex issues are created in Primavera Unifier. For more information, see Set Up Auto-Creation for a Workflow BP.