1. Sync P6 Project Details with Primavera Cloud
  2. Before You Install the Recipe

2 Before You Install the Recipe

You must perform some configuration tasks on your Oracle Primavera P6 EPPM and Oracle Primavera Cloud environments to connect to these external systems using Oracle Integration and synchronize projects between these two applications.

Configure Oracle Primavera P6 EPPM

To access Oracle Primavera P6 EPPM from Oracle Integration and synchronize Oracle Primavera Cloud project details, you must log in as an administrator and complete the following configuration tasks on your Oracle Primavera P6 EPPM instance.

  • Create an Integration User Account: You can create an integration user account in Oracle Primavera P6 EPPM to connect with Oracle Integration and manage integrations with Oracle Primavera Cloud. Creating an integration account is optional but recommended to keep track of the data modified through integrations, receive run-time notifications, and to avoid issues related to using a standard user account, such as account lockouts or the employee leaving the organization. See Creating User Accounts for P6 EPPM.
  • Create an EPS Location: Enterprise project structure (EPS) elements represent the hierarchical positions of all the projects in your database. You can create sibling EPSs to represent those that are hierarchically equal, or child EPSs to represent those that are subordinate. You must create the EPS structure before synchronizing P6 and Primavera Cloud projects. See Creating EPS Elements
  • Add a Project: You must add at least one project in Oracle Primavera P6 EPPM before synchronizing Oracle Primavera P6 EPPM project details with Oracle Primavera Cloud. See Creating Projects.
  • Create User-Defined Fields: User-defined fields (UDFs) allow you to create and maintain data specific to your organization. Create project UDFs before synchronizing Oracle Primavera P6 EPPM project details with Oracle Primavera Cloud. See About User Defined Fields and Creating Project UDFs.
  • Create and Assign Codes: Codes help you track different projects based on attributes they share. You must create and assign codes to your Oracle Primavera P6 EPPM projects before synchronizing project details with Oracle Primavera Cloud. See Creating Project Codes and Assigning Project Codes

Configure Oracle Primavera Cloud

To configure Oracle Primavera Cloud, complete the initial setup outlined below:

  • Create an Integration User Account: You can create an integration user account in Oracle Primavera Cloud to connect with Oracle Integration and manage integrations. Specify the integration account email address in the integration properties to receive integration notifications. Creating an integration account is optional but recommended to keep track of the data modified through integrations and to avoid issues related to using a standard user account, such as account lockouts or the employee leaving the organization. For details, see Setting up an Integration User Account.
  • Create or Use an Existing Workspace: Workspaces represent the hierarchical structure of your organization's businesses, projects, or processes. Create a new workspace or use an existing one to integrate Oracle Primavera Cloud activities, assignments, roles, and resources with Primavera Unifier. For details, see Add a Workspace.
  • Create or Use an Existing Project: A project is a formalized plan undertaken to create a service, product, or result. Projects may consist of various other details, including activities and assignments. Create a new project or use an existing one to integrate its activities, assignments, roles, and resources with Primavera Unifier. For details, see Add a Project.