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Oracle Primavera Cloud Schedule Integration in Cost

Cost provides an easy and efficient way to integrate schedule data from Oracle Primavera Cloud Schedule with Cost Management.

Required permissions
Organization Administration: Organization Settings – Read, Update, Create
Project Administration: Project Settings – Read, Update, Create
Cost Management: Cost Worksheet – Read, Update, Create
Cost Management: Schedule Activities – Read, Update, Create

Integrating eliminates the need to manually enter schedule data or import it from a spreadsheet.

By connecting to Primavera Cloud Schedule through an Application Program Interface (API), schedule data can be synchronized at any time.

Entering API Credentials

The integration requires an OPC account to access the schedule activity data. It is recommended to use a dedicated OPC account for the integration, with a minimal set of permissions in OPC. 

Visit this page for information on permissions and setting up an integration user account in OPC: https://docs.oracle.com/cd/E80480_01/English/integration/primavera_rest_api/D207871.html

Follow these steps to configure the integration in Cost.

  1. Go to Cost Administration > Organization Data > Organization Settings.
  2. Select Primavera Cloud Schedule from the menu.
  3. Enter the OPC URL, this should be the same as the address in your browser that you use to access Oracle Primavera Cloud. For example https://primaveracloud-sales-us.oraclecloud.com/
  4. Enter the username and password for the OPC integration account.
  5. If your organization has SSO or multiple Tenants in OPC, you may need to enter the OPC Tenant and OPC Tenant Code fields. These fields are only required in some configurations, you can leave them blank and try to Save the connection first.
  • The OPC Tenant should be the IDCS stripe value.
  • OPC Tenant Code should be the name of the tenant displayed in OPC.
  • If you do not know the correct values for these fields you will need to reach out to the Primavera Cloud support team.
  1. Click Save to establish the connection.
  2. If the connection was successful, you will see a confirmation message, and the API details will become read-only. If there was an error, double check the fields are entered correctly and try again.

Setting Organization Default Options

You can set default integration options for the organization which are used when new projects are created. These default options can be changed on a project-by-project basis as needed. Follow these steps to set the organization's default options:

  1. Go to Cost Administration > Organization Data > Organization Settings.
  2. Select Primavera Cloud Schedule from the menu.
  3. Scroll to the Schedule Activity Options section on the page and select the appropriate options.
Option Details
Delete all existing Activities When the schedule sync is run, all existing activities in Cost will be deleted and new activities will be created based on the schedule data. This will also delete any manually configured links between activities and the cost worksheet.
Import Activity Percent Complete This will import the percent complete value from the activity in the schedule to the same field in Cost.
Import Dates This option allows you to control which date fields in Cost are populated with the start and finish dates from the schedule.
Assign Activities By The Activity ID option will automatically link activities to the cost worksheet where the schedule activity ID matches the Cost control account code.
  • This option should be used when there is a 1 to 1 match between the schedule and cost worksheet.
  • Manual links between activities and control accounts can still be created when this option is used.
  • If used in conjunction with Delete all existing Activities, the links will be re-created each time the schedule is synced to ensure no manually defined links have been created.
The No automated assignment to Control Account option will not create any links between the schedule activities and control accounts.
  • Manual links can be created after the sync is run.
  • The Delete all existing Activities option generally should not be used unless you want to delete all the manually created links.

Setting Project Integration Options

After entering the API credential details (and optionally setting organization default settings), you must link the Aconex Cost project to the related Primavera Cloud project and specify other options that affect the sync for the project. Follow these steps to set up the project integration and options:

  1. Ensure the API credentials have been entered for the organization by following the steps above.
  2. Go to Cost Administration > Project Data > Project Settings.
  3. Select Schedule Integration from the menu.
  4. Select Integrate with: Primavera Cloud Schedule.
  5. Select the appropriate workspace. If you’re unsure which workspace the project belongs to, you can check in OPC.
  6. Select the appropriate project.
  7. (Optional) Select the appropriate schedule activity options which will be applied when you run the sync utility. Note: the option behavior is defined above in Setting Organization Default Options.

Syncing schedule data

After configuring the integration credentials and setting project options, schedule data can be synchronized to the project at any point. New activities will be created in Cost and existing activities will be updated automatically.

To run the sync on a project:

  1. Ensure the API credentials and project settings have been configured.
  2. Navigate to the Cost Worksheet or Schedule Activities page.
  3. Click Run Schedule Integration on the left menu.
  4. Check the correct project and settings have been selected in the Run Schedule Integration dialog. Note: you can change the options in the dialog which will affect the current sync but will not change the project settings.
  5. Click Run Schedule Integration.
  6. The synchronization will begin in the background. You will see a sync complete notification in the top right corner of the screen when complete. You can continue using Cost while the sync is occurring, but avoid editing schedule activities or your changes may be lost.

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