Before You Install the Recipe

2 Before You Install the Recipe

In order to be able to synchronize project details, you must perform the following configuration tasks in both Oracle Primavera Cloud and Oracle Primavera P6 EPPM.

Configure Oracle Primavera Cloud

To configure Oracle Primavera Cloud for this integration, 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. Before synchronizing Oracle Primavera P6 EPPM and Oracle Primavera Cloud projects, create a workspace where you want to add the project and obtain the workspace ID. 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. You must add at least one project to the Oracle Primavera Cloud workspace where you want to synchronize the project details with Oracle Primavera P6 EPPM. For details, see Add a Project.
Create Configured Fields: Configured fields are user-created fields that allow you to define and maintain data specific to your organization. Configured fields are created in the context of an object. Before synchronizing Oracle Primavera P6 EPPM and Oracle Primavera Cloud projects, ensure the configured fields are set up and available for use in the workspace. For details, see Configured Fields Overview.
Configure Codes: Codes help you categorize your data objects based on attributes that they share. If you have many instances of an object, codes help you group and filter potentially vast amounts of information spanning different areas of the organization. You can also use codes to arrange objects hierarchically. Configure and assign codes before synchronizing Oracle Primavera P6 EPPM and Oracle Primavera Cloud projects. For details, see Codes.

Configure Oracle Primavera P6 EPPM

To configure Oracle Primavera P6 EPPM for this integration, complete the initial setup outlined below:

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 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 Oracle Primavera P6 EPPM and Oracle 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 and Oracle Primavera Cloud projects. 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 and Oracle Primavera Cloud projects. 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 Oracle Primavera P6 EPPM and Oracle Primavera Cloud projects. See Creating Project Codes and Assigning Project Codes