Home

the Primavera Unifier Integration Interface Guide

1. Level Yes or No Project and Shell Level Yes Prototype public XMLObject updateCompleteBPRecord String shortname String authcode string projectNumber String BPName String BPXML String iszipfile FileObject fileobjects Parameters Parameter Description shortname identifier of the company company s short name Authcode authentication key for the company in text string projectNumbe Identifier of the project or shell in Primavera Unifier r BPName Identifier of the BP BPXML Content of the BP that needs to be updated iszipfile This tag identifies if the file provided under the fileobjects tag is a zip file or not Values for this tag are yes or no fileobjects Array of FileObjects each FileObject is made up of two components String filename this should be the same name as in the record data lt _attachment gt lt filename gt tag and javax activation DataHandler as filestream Files can be sent as a single zipped file or individual files Return Value XMLObject XMLObject is described in Appendix D of this document 44 Methods Sample XML Data for XML Content lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt updateCompleteBPRecord lt _servicename gt lt projectNumber PROJ 001 projectNumber gt lt BPName gt BP Name lt _BPName gt lt recordNumber record number lt _recor
2. filterValues a list of values depending on the filter conditions Currently this parameter is not supported through Web services fieldnames Following list will give you a list of valid values that can be part of fieldnames parameter These are be retrieved as part of output if they are included in fieldnames parameters the fields that can fieldnames for project info Values Description setupdate Setup date of the project constructiontype Type of construction Projectsite Project site information Projectnumber Number of the project Projectname Name of the project Description Description of the project Status Status of the project Startdate Start date of the project Plannedcompletio n Planned Completion date of the project Revisedcompletio n Revised completion date of the project DesignComplete Design Complete 96 of the project Constrcomplete Construction complete 96 of the project Notes Notes information of the project Projectphase Project phase of the project Createdate Creation date of the project 58 Methods fieldnames for user info Values Description Username User name of the user Firstname First name of the user Lastname Last name of the user Email Email of the user Workphone Work phone number of the user Homephone Home phone number of the user Fax Fax number o
3. issue date 02 10 2012 issue date lt reference gt No lt reference gt lt attachment gt lt bp lineitems gt lt bp gt lt List wrapper gt lt ulink gt Add BP Line Item Description This method adds a BP line item to an existing business process record based on Integration design that has been defined in uDesigner For more information refer to uDesigner admin guide This method can also be used to create new BP records with line items check LineXML elements sub topic to find out more Support This process supports all type of BPs Installation ASP and Self host Level Yes or No Company Level Yes Project or Shell Level Yes Prototype public XMLObject addBPLineltem String shortname String authcode string projectNumber string BPName String ItemXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber identifier of the project or shell in Primavera Unifier BPName identifier of the business process in Primavera Unifier for example Invoice This is case sensitive and should be the name as given in uDesigner ItemXML identifier for line item content in XML format 30 Methods ItemXML Elements The elements that include as part of LineXML parameter are dependent on the Integration interface design of your BP in uDesigner
4. Contact gt Download which opens by default In the Download tab Download section you can see a list of the following application and plug ins available to download with installation instructions gt File Transfer Application gt Unifier uCAD Plug in Each application and plug in has two options gt Download gt Installation instructions Follow the links within each option to proceed In the Contact tab Contact Information section you can see the name phone and contact instructions of someone at your company that you can contact when you need help with Primavera Unifier For assistance try this person first Note This information is available only if your company administrator has provided internal support contact information In the Contact tab eLearning section you see the location Access name of the contact Contact and any instructions that you might need in order to access the eLearning materials 188 For More Information Note Your company may elect to provide access to the eLearning suite where you can access interactive Primavera Unifier learning materials Alternatively your company may have its own customized support or training materials that can be accessed on an internal site location If your company administrator provides this contact information it will be listed at the bottom of the window About Unifier Click Help from the upper right hand section of the Unifier window to o
5. D 00D 00 00 00 00 00 00 00 00 00 00D OOD 00D OOD 00 208 209 210 211 212 213 214 215 216217218 219 220 221 222 E 00E 00 00 00 00 00 00 00 00 00 00E OOE OOE OOE 00 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 F 00F 00 00 00 00 00 00 00 00 00 OOF OOF OOF OOF 00 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 0 1 2 3 4 5 6 7 8 9 a B c D E F Following pickers are not supported through Web Services call 151 Integration Interface Guide Commit Short Description Asset Picker Account Code Picker Planning Item Picker Resource Picker Project Picker Activity Picker Role Picker User Picker v v v v v cv v v v Auto populate from following attribute forms is not supported gt Cost Attribute Form gt Fund Attribute Form gt DMS Attribute Form For all web services that allow the addition of attachments only zip format is supported only if the iszipfile tag is set to yes The gzip files including the similar file formats are not supported Known issues across all services createWBS service is case insensitive Service will create a WBS code with A B C D and a b c d Any transaction against inactive FBS code will not be rejected Auto populate of amount field
6. sheetname Schedule Sheet 001 lt _sheetname gt scheduleOptions lt MapName gt Update lt MapName gt lt Activityldentifier gt ld lt Activityldentifier gt lt WBS_StartMergeFrom gt Merge start number lt WBS_StartMergeFrom gt WBS NoOfLevelsToMerge No of levels number lt WBS_NoOfLevelsToMerge gt lt scheduleOptions gt lt List_Wrapper gt APIBusinessObjects xmins http xmins oracle com Primavera P6 V7 API BusinessObjects xmins xsi http www w3 org 2001 XMLSchema instance xsi schemaLocation http xmIns oracle com Primavera P6 V7 APl BusinessObjects http xmlns oracle com Primavera P6 V7 AP l p6apibo xsd lt AP BusinessObjects gt lt List_Wrapper gt lt ulink gt Additional Information You must perform appropriate data mapping setups on the target schedule sheet This includes mapping Primavera Unifier Schedule Sheet columns to Primavera XML elements and setting appropriate XML Import options This method will insert update activities into any project or shell schedule sheet The method will utilize the data mapping setup to update only those elements that are mapped The method errors out if the data mapping option does not allow merge Activities are uniquely identified within Primavera by the Globally Unique Id lt GUID gt or the identified provided as part of XML file GUID will be used if Activityldentifier is empty or blank Resource assignments will be imported inserted updated if the
7. 157 Integration Interface Guide APPENDIX B XMLObject is described at the beginning of this document Currency When importing Business Processes BPs you often must specify a project currency that Unifier can use for cost BPs and other calculations You may need to enter the code corresponding to the currency used where the project is located The currency can also be set in a user preference template The following is a list of supported currencies and their corresponding codes in parenthesis w v ow YV YV YV YV YV YV YV A a a i A Loe La sa aa se or cw w Ww vV vy Afghani AFN Algeria Dinar DZD Ariary MGA Australia Dollar AUD Azerbaijani Manat AZN BCEAO Franc XOF Bahamas Dollar BSD Bahrain Dinar BHD Barbados Dollar BBD Belarus Ruble BYR Belize Dollar BZD Bermuda Dollar BMD Bhutan Ngultrum BTN Bolivia Boliviano BOB Botswana Pula BWP Brazil Real BRL Brunei Dollar BND Burundi Franc BIF CFA Franc BEAC XAF Canada Dollar CAD Cape Verde Escudo CVE Cayman Islands Dollar KYD Chile Peso CLP Chile UF CLF China Yuan Renminbi CNY Colombia Peso COP Comoros Franc KMF Comptoirs Francais du Pacifique Franc XPF 158 v v cv cv YV YV we YV Cv cV cv cv cv cv cv Cv cv Cv cv cv cv cv cv Cv cC Cv cv cv cC Cv Y cv cv cCtv Sv v we cv cr vV 78 Cw Congo Kinshasa Franc CDF Convertible Marka BAM Costa Rica Colon CRC Croatia Kuna HRK Cuba Peso CUP
8. Import Resource Assignments checkbox is selected Resource assignments will be matched by Resource Name 95 Integration Interface Guide This service can be used for both Project Standard and Shells of cost code type WBS gt Activity identified with this creation method can be GUID or ID gt On the options tab of Data Mapping merge existing schedule option should be checked gt WBS Code will be derived automatically based on the XML file For more information refer to Appendix A gt ActivityDeletion tag logic is based on the Delete Activity checkbox available on data mapping window in Primavera Unifier Following is the logic for this tag Delete Activity Deletion Behavior Checkbox Unchecked Auto or Confirm Activity Deletion tag is ignored Activities that are removed under source schedule will not be removed from Primavera Unifier Schedule Sheet Checked Auto Activity Deletion tag is considered Activities that are removed under source schedule will be deleted automatically under Primavera Unifier Schedule Sheet Checked Confirm Activity Deletion tag is considered Activities that are removed under source schedule will not be deleted System will return an error and will not update Primavera Unifier schedule sheet If no activities are removed under source schedule then system will update Primavera Unifier Schedule Sheet ActivityDeletion tags are only considered for update
9. lt c1 gt Pending lt c1 gt lt report_row gt lt report_row gt lt c1 gt ucli 0003 lt c1 gt lt c2 gt Approval lt c2 gt lt C3 gt 14 lt c3 gt lt c4 gt Pending lt c4 gt lt c5 gt 10 1 2007 lt c5 gt lt c6 gt 12345 67 lt c6 gt lt report row lt report roW gt c1 Subtotal c1 lt c6 gt 12345 67 lt c6 gt lt report row lt report gt Observe that report always starts with tag lt report gt report headers is the first level child element of report element This is similar to Sample 1 80 Methods report row is the child element of report element Observe that there is only 1 child element c1 This element will list first group by value In this example it is Approved and Pending marked bold If report has more than one group by condition then xml output will list that many report row data elements under report header gt Observe that there is another report row showing a list of columns This element will show data from the rows generated by report output Number of elements under report row will be same as the number of elements under report headers Observe that child elements of report row are similar to that of report header C1 representing column 1 c2 representing column 2 etc Value of the element will be the data retrieved by user defined report report row will list each row of report output so it will be repeated as many tim
10. lt uuu_longitude gt uuu address code gt lt bp lineitems gt lt folder path gt Rev1 Rev2 lt folder path gt lt Decimal3 gt lt uuu contact company gt 50 uuu creation date uuu name b txt uuu name Integerl N AK NAN A uuu_issue date gt lt uuu line item status gt pending lt uuu line item status gt lt bp lineitems gt lt bp lineitems gt lt folder path gt Rev4 lt folder path gt Decimal3 uuu contact company uuu creation date uuu name gt b txt lt uuu name Integerl N NR NK N uuu_issue date gt lt uuu line item status gt pending lt uuu line item status gt lt bp lineitems gt lt bp lineitems gt lt folder path gt lt Decimal3 gt uuu contact company gt uuu creation date gt uuu name gt b txt lt uuu name gt Integerl N KR A NAN A uuu_issue date gt lt uuu line item status gt pending lt uuu line item status gt lt bp lineitems gt bp List wrapper lt ulink gt Methods 51 Integration Interface Guide Get Complete BP Record Description Methods returns back complete BP record information This includes any attachments general comments etc Support This service is available at both Company Level and Project and Shell Level BPs Installation ASP and Self host Level
11. Cyprus Pound CYP Czech Republic Koruna CZK Denmark Krone DKK Dirham AED Djibouti Franc DJF Dobra STD Dominican Republic Peso DOP Dram AMD East Caribbean Dollar XCD Ecuador Dollar ECD Egypt Pound EGP EI Salvador Colon SVC EI Salvador Dollar SVD Eritrea Nakfa ERN Estonia Kroon EEK Ethiopia Birr ETB Euro EUR Falkland Islands Pound FKP Fiji Dollar FJD Gambia Dalasi GMD Georgia Lari GEL Ghana New Cedi GHS Gibraltar Pound GIP Gold Ounce XAU Guatemala Quetzal GTQ Guernsey Pound GGP Guilder AWG Guinea Franc GNF Guyana Dollar GYD Haiti Gourde HTG Honduras Lempira HNL Hong Kong Dollar HKD Hungary Forint HUF Iceland Krona ISK Indian Rupee INR Indonesia Rupiah IDR International Monetary Fund Special Drawing Right XDR APPENDIX B 159 Integration Interface Guide wo v cv cv v cC CV cv we YV cv cv cw cv cv Cv cv cv cv cv cv Cv cv Pp cv Vv cv cv c Cv cv Cv cC cv c we cro va coo cv cw we Iran Rial IRR Irag Dinar IQD Isle of Man Pound IMP Israel New Shekel ILS Jamaica Dollar JMD Jersey Pound JEP Jordan Dinar JOD Kazakhstan Tenge KZT Kenya Shilling KES Kuwait Dinar KWD Kwanza AOA Laos Kip LAK Latvia Lat LVL Lebanon Pound LBP Lek ALL Lesotho Loti LSL Lev BGN Liberia Dollar LRD Libya Dinar LYD Lithuania Litas LTL Macau Pataca MOP Macedonia Denar MKD Malawi Kwacha MWK Malaysia
12. Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject updateUserShellMembership String shortname String authcode String projectNumber String membershipXML Parameters Parameter Description Shortname Identifier of the company company s short name Authcode Authentication key for the company in text string projectNumber Identifier of project or shell in Primavera Unifier membershipXML Information of the user s that must be added and or removed from shell groups including activation inactivation of user under a project or shell Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateUserShellMembership acme acme authcode Proj 0001 user information Sample uLink XML Input Data 131 Integration Interface Guide lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _projectnumber gt PROJ 00001 lt _projectnumber gt lt _servicename gt updateUserShellMembership lt _servicename gt lt List_Wrapper gt lt _shelluser gt lt username gt user1 lt username gt lt group_add gt Group1 lt group_add gt lt group_remove gt Group2 lt group_remove gt shelluser gt lt shelluser gt lt username gt user2 lt username gt lt status gt Inactive lt status gt shelluser gt lt shelluser gt lt username gt user3 lt username gt lt s
13. ResourceAssignments gt lt xs complexT ype gt lt xs sequence gt lt xs element maxOccurs unbounded name ResourceAssignment gt lt xs complexT ype gt xs sequence lt xs element name ActivityGUID gt lt xs element name ActivityID type xs positivelnteger gt lt xs element name RoleName type xs string gt lt xs element name ResourceName type xs string gt lt xs element name ResourceCode type xs string gt lt xs element name ResourceCapacity type xs positivelnteger gt lt xs element name WorkHours type xs decimal gt lt xs element name WorkHoursPercent type xs decimal gt lt xs element name PercentComplete type xs decimal gt lt xs sequence gt lt xs complexT ype gt lt xs element gt lt xs sequence gt xs complexType lt xs element gt lt xs sequence gt lt xs complexT ype gt lt xs element gt lt xs schema gt Additional Information The XML return object contains a Primavera Unifier specific format You will need to write additional integration logic to convert it to other formats This service can be used for both Project Standard and Shells of cost code type WBS 105 Integration Interface Guide Get a List of Project Schedule Sheets Description This method will return a list of Schedule Sheets within a Project or Shell Support This method can only list Schedule Sheets from projects or shells Installation ASP and Sel
14. Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createUpdateRole acme acme authcode XML Sample XML input Data 143 Integration Interface Guide lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createUpdateRole lt _servicename gt lt list_wrappe gt lt _role gt lt role name gt Architect lt role name gt role status gt Active lt role status role currency gt United States Dollar USD role currency Any other data elements that are defined as part of role integration interface definition role lt role role name gt Architect lt role name role status gt Active lt role status role currency gt United States Dollar USD role currency Any other data elements that are defined as part of role integration interface definition role list wrapper lt ulink gt Additional Information _role tag can be repeated to create multiple roles Role name will be used as a unique identifier to update existing role information Value of lt role_currency gt element should be valid refer to list of valid currencies in this document Get Role List Description This method gets a list of roles created at company level Support This method is only supported at company level Installation ASP and Self host Level Yes or No Comp
15. Sample Return XML Methods lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt servicename createWBS servicename lt projectNumber proj001 lt _projectNumber gt List wrapper lt bp wbscode gt wbs code 0 0000 0 08600 wbs code gt lt wbs_item gt New WBS Code 1 wbs item description New WBS Code 1 lt description gt lt costattribute gt lt costattribute gt external refid gt lt external refid gt lt owner gt lt owner gt lt status gt Active lt status gt cost type Expense cost type bp wbscode gt lt bp wbscode gt wbs code 0 0000 0 08700 wbs code gt lt wbs_item gt New WBS Code 2 wbs item lt description gt New WBS Code 2 lt description gt lt costattribute gt lt costattribute gt lt external refid gt lt external refid gt lt owner gt lt owner gt lt status gt Active lt status gt cost type Expense cost type bp wbscode List wrapper lt ulink gt Create WBS Code Description This method creates WBS code under Project or Shell cost code type as WBS cost sheet Support This method only supports creation of WBS code for ASP and Self host type installation Installation ASP and Self host Level Yes or No Company Level No Project Level and Shell Level Yes 11 Integration Interface Guide Prototype public XMLObj
16. Set up the Primavera Unifier servers and third party services on Linux 64 bit gt Install and configure Primavera Unifier components IT professionals who are installing and configuring the server environment and the Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Unifier Performance and Sizing Guide Provides guidance for planning product deployment with gt Estimates of hardware and software requirements for Primavera Unifier gt Recommendations for deploying small scale to large scale configurations The Unifier network administrator database administrator and Unifier administrator should read this guide Unifier Upgrade Guide Provides information on how to upgrade to the latest version of with Oracle Primavera Unifier The Unifier network administrator database administrator and Unifier administrator should read this guide 181 Integration Interface Guide Title Tested Configurations Previously System Configuration Information Description Provides the tested configurations for Oracle Primavera Unifier and includes list of applications and supported version levels All users should read this guide The Unifier network administrator database administrator and Unifier administrator should read this guide Primavera Unifier Security Guide Provides guidelines on how to plan your security strateg
17. String authcode String projectNumber String CMCode String ClassName String copyFromRecord String recordXML Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string 117 Integration Interface Guide Parameter Description projectNumber Identifier of project or shell in Primavera Unifier Value can be left empty ignored if specified CM is a company level manager CMCode Identify CM CM1 CM2 ClassName Name of the class Buildings Electrical IT Equipments etc copyFromRecord Can be left empty if not copying from another record recordXML content of the record that needs to be created This is based on Integration interface design for class in uDesigner Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createConfigurableModuleRecord acme acme authcode Buildings CM5 Electrical XML Sample XML Return Data List Wrapper gt lt bp lt uuu cm5 name status gt lt _bp gt lt List_wrapper gt Additional Information Same logic while creating new records from UI will be used while creating a record from integration This includes validation logic setting status etc All validations on detail form including required fields and user defined form validations will b
18. This method can only support project and user information Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Not Applicable Prototype public XMLObject UpdateObject String shortname String authcode String objectName String objectXML Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string ObjectName name of the object Valid values project info or user info ObjectXML content of the Object including element name and value in XML format Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateObject acme acme authcode project info lt XML Content gt 56 Methods Sample XML Data for XML Content list wrapper project info lt projectnumber gt project 001 lt projectnumber gt lt extended id gt 1 lt extended id gt lt project info gt list wrapper list wrapper user info firstname sam firstname gt lt lastname gt lee lt lastname gt lt email gt cc cc com lt email gt lt user_info gt lt list_wrapper gt Additional Information If a new project is created by copying from a Template or another existing Project then users and groups will be copied by default along with permissions Address information provided through XML tags is of
19. and Shells of cost code type WBS and Generic Asset Manager Methods Create Asset Description This method creates assets under an asset class 82 Methods Support This method can only support creation of assets at company level Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Program Level No Prototype public XMLObject createAsset String shortname String authcode string assetClassName String copyFromAsset String assetXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string assetClassNam Name of asset class Buildings IT Equipments etc e copyFromAsset This can be another asset code or a template asset code User can provide a null value if user does not want to copy from an asset or template If user provides a value system should first look under templates and if template does not exists then it should check under real assets assetXML Content of the asset that needs to be created This is based on Integration interface design for asset class in uDesigner Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createAsset acme acme authcode Buildings Buildings Temp 1 XML 83 Integration Interface Guide Sample XML Return Data List Wrapper gt
20. lt bp uuu asset name uuu asset acquisition cost gt uuu asset acquisition date gt uuu asset salvage value uuu asset depreciation prd gt status gt bp List wrapper Additional Information Same logic while creating new assets from UI will be used while creating an asset from integration This includes validation logic setting status of an asset depreciation definitions etc If user tries to create an asset without copying from another asset or template then new asset will be created based on the data provided as part of web services payload Note No depreciation setup will be available for these newly created assets as payload does not take any depreciation setup information If user tries to create an asset by copying from another asset or template then new asset will be created based on the data provided as part of web services payload Template or asset name provided as part of web services call will be used to copy depreciation setup only depreciation data will not be copied That means only deprecation information will be copied from the template or asset and not any data on the detail form of template All validations on asset detail form including required fields and user defined form validations will be honored while creating new assets through web services If depreciation is available for newly created assets then the depreciation schedule will be calculated asset d
21. lt List_Wrapper gt lt datamap gt lt name gt p6 Create Map lt name gt lt datamap gt lt datamap gt lt name gt p6 Update Map lt name gt lt datamap gt lt List_Wrapper gt Shell Methods Create Shell Description This method will allow users to create shell instances under a shell type User can create more than one shell at a time Support This method only supports creation of shells under a company and is not associated with any project Installation ASP and Self host Level Yes or No Company Level Yes 109 Integration Interface Guide Level Yes or No Project and Shell Level No Program Level No Prototype public XMLObject createShell String shortname String authcode String copyFromShellTemplate String shellXML Parameters Parameter Description shortname Identifier of the company company s short name authcode Authentication code for the company in text string copyFromShellTempl This will be number of another shell instance or shell template ate Based on shell template shell type will be determined to create new shell shellXML This will be based on Shell integration interface definition Without this definition defined user will not be allowed to create a shell instance shellXML Elements Tag Name Required Description Valid values shell gt Yes Base tag for new shell data This tag can be repeated to create more tha
22. lt amt gt 16666 666666666668 lt amt gt lt pd gt Additional Information ActivityDeletion tag logic is based on the Delete Activity checkbox available on data mapping window in Primavera Unifier Following is the logic for this tag Delete Activity Deletion Behavior Checkbox Unchecked Auto or Confirm Activity Deletion tag is ignored Activities that are removed under source schedule will not be removed from Primavera Unifier Schedule Sheet Checked Auto Activity Deletion tag is considered Activities that are removed under source schedule will be deleted automatically under Primavera Unifier Schedule Sheet Checked Confirm Activity Deletion tag is considered Activities that are removed under source schedule will not be deleted System will return an error and will not update Primavera Unifier schedule sheet 100 Methods If no activities are removed under source schedule then system will update Primavera Unifier Schedule Sheet ActivityDeletion tags are only considered for updateScheduleSheetFromFileV2 service and not for create While processing spread information Primavera Unifier will only look for tag If the Import from external source option is checked in Primavera Unifier and spread information is not available in XML file then system will error out This error condition is also valid when this tag is not available in the XML file Activity File
23. report row will be same as the number of elements under report header Observe that child elements of report row are similar to that of report header C1 representing column 1 c2 representing column 2 etc Value of the element will be the data retrieved by user defined report report row will list each row of report output so it will be repeated as many times as number of rows retrieved by the report Sample 6 Summary UDR Similar to Sample 1 except there will only be 2 columns Sample 7 Alert UDR Similar to Sample 1 except there will only be 7 columns and 1 row Additional Information User defined report is always executed upon receiving the message This ensures that the latest data is returned Web Services call does not need any additional permission to execute an UDR that is marked for Integration If UDR has query parameters defined then the Web Services method will honor that as long as the query parameters are pre populated during report design Following are the failure reasons and description Reason Description Report name is not Invalid Report Name If report does not exist or is not marked valid Check if report for Integration exists or is enabled for Integration Unable to run report While running report if there is a system error or for any reason Contact System Primavera Unifier cannot run this report Administrator This service can be used for both Project Standard
24. sub topic to find out more Support This process supports all type of BPs Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Prototype public XMLObject addCompleteBPLineltem String shortname String authcode string projectNumber string BPName String ITemXML FileObject fileobjects Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber identifier of the project or shell in Primavera Unifier BPName identifier of the business process in Primavera Unifier for example Invoice This is case sensitive and should be the name as given in uDesigner ItemXML identifier for line item content in XML format fileobjects Array of FileObjects each FileObject is made up of two components String filename this should be the same name as in the record data lt attachment filename tag and javax activation DataHandler as filestream Files can be sent as a single zipped file or individual files ItemXML Elements The elements that include as part of LineXML parameter are dependent on the Integration interface design of your BP in uDesigner ItemXML format can be exported downloaded from uDesigner Elements with direction marked as Input or Both will be part of XML format 33 Integration Interface Guide The followin
25. 01 01 09 lt revisedcompletion gt lt designcomplete gt 10 0 lt designcomplete gt lt constrcomplete gt 1 lt constrcomplete gt lt notes gt testing integration lt notes gt lt schedulestatus gt 1 lt lt schedulestatus gt lt projectphase gt Planning lt projectphase gt lt project info gt lt List Wrapper gt Additional Information If you are sending a message to update user information then you have to send a user name that already exists in Primavera Unifier If a new project is created by copying from a Template or another existing Project then users and groups will be copied by default along with permissions This service can be used to create Project Standard Create Project with additional options Description This method creates a project in Primavera Unifier either based on a template or an existing project This method is enhanced to have additional options to support copying of modules and address information from template or project Support This method can only support creation of project Installation ASP and Self host Level Yes or No Company Level Yes Project Level Not Applicable 63 Integration Interface Prototype public XMLObject createProject String shortname String authcode String copyFromProject String projectXML Guide Parameters Parameter Description Shortname identifier of the company company s shor
26. Building Projects Capital Projects Properties etc filtercondition This will allow user to filter list of shells returned Following is list of elements that use can filter shell list on shell number data element used to capture shell number shell name data element used to capture shell name Status uuu shell status Status of the shell Return Value XMLObject XMLObject is described in Appendix D of this document Message will return list of shells based on filer condition 114 Methods Sample Method getShellList acme acme authcode Buildings uuu shell status Active Sample XML Input lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getShellList lt _servicename gt lt _shelltype gt Shell Type lt _shelltype gt lt _filtercondition gt DE for Shell name shell name lt _filtercondition gt lt ulink gt Additional Information Only one filter condition can be provided at a time Only operator available for filter condition will be Example If user wants to get a list of shells with status Active then filterCondition should be lt filterCondition gt uuu shell status Active lt filterCondition gt If user wants to get a shell with name Building 101 then filterCondition should be lt filterCondition gt my_building_name Building 101 lt filterCondition Assuming that my building name is
27. Completion date lt designcomplete gt No Design 96 complete lt constrcomplete gt No Construction complete lt notes gt No Notes lt schedulestatus gt No Schedule status of the project On Schedule and on Budget 0 Potential impact on schedule or both 1 Impact to schedule or Budget or both 2 lt projectphase gt No Project phase information Values are based on the user dataset for Project Phase data definition Note If you do not provide values for elements that are not required then the values from template or project that is used to create new project are used Return Value XMLObject XMLObject is described in Appendix D of this document Message will contain new Project number and name that is created within Primavera Unifier Sample Method createProject acme 62 acme authcode Proj 001 lt XML Content gt Sample XML Data for XML Content Methods List Wrapper gt project info lt projectnumber gt Proj 002 lt projectnumber gt lt projectname gt Project 1 lt projectname gt lt status gt 2 lt status gt lt description gt Project created through Integration lt description gt lt constructiontype gt 1 lt constructiontype gt lt typeofproject gt Retrofit lt typeofproject gt lt projectsite gt Site 1 lt projectsite gt lt startdate gt 01 01 06 lt startdate gt lt plannedcompletion gt 01 01 08 lt plannedcompletion gt lt revisedcompletion gt
28. DD YYYY HH MM AM send gt 0 Sample XML Data list wrapper user info lt username gt userone lt username gt lt firstname gt User lt firstname gt lt lastname gt One lt lastname gt lt title gt user title lt title gt lt email gt userone acme com lt email gt lt workphone gt 1 11 11 11111 lt workphone gt lt homephone gt 222 22 22222 lt homephone gt lt fax gt lt fax gt lt cellphone gt lt cellphone gt lt pager gt lt pager gt lt timezone gt 10 lt timezone gt lt dateformat gt 0 lt dateformat gt lt password gt useronepassword lt password gt lt user_info gt lt list_wrapper gt Additional Information The Web Services call for user administration includes a XML tag to support the Proxy login setup The Data Element DE for the XML tag is uuu user proxy config This is not a required field so the default value remains unchecked Users can be created using the CreateOject WS method and the XML tag is allowproxy To map the values for checkbox gt Ifuuu user proxy config Or allowproxy is setto Yes then the Check box Do not allow Proxies in Proxy tab should be unchecked 55 Integration Interface Guide gt Ifuuu user proxy configorallowproxy is setto No then the Check box Do not allow Proxies in Proxy tab should be checked Update Object Description This method updates a specific object in Primavera Unifier Support
29. Item s skeletal XML To get company level Planning Item record information send null for projectNumber parameter If you send a project number for a Planning Item type that is at Company level then you will get an error that Planning Item type is not correct This service can be used for both Project Standard and Shells of cost code type WBS and Generic Space Manager Methods Create Level Description This method creates level record in Unifier This works only for project or shell level Support Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject createLevel String shortname String authcode string projectNumber String levelXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Unifier levelXML XML that contains information related to level that is getting created Return Value XMLObject XMLObject is described at the beginning of this document 134 Methods Sample Method createLevel acme acme authcode proj 01 levelXML will return the XML Record of the Level created Sample INPUT Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createLevel l
30. Observe that child elements of report row are similar to that of report header C1 representing column 1 c2 representing column 2 etc Value of the element will be the data retrieved by user defined report report row will list each row of report output so it will be repeated as many times as number of rows retrieved by the report If UDR XML integration is used to integrate Primavera Unifier with external systems then it is recommended not to define user defined report with a group by condition Sample 3 Tabular UDR with Sub Total 79 Integration Interface Guide report report header lt c1 gt Record No lt c1 gt lt c2 gt Send For lt c2 gt lt c3 gt Allowed Duration lt c3 gt lt c4 gt Workflow Status lt c4 gt lt c5 gt Start Date lt c5 gt lt c6 gt Amount lt c6 gt lt report_header gt lt report_row gt lt c1 gt Approved lt c1 gt lt report_row gt lt report_row gt lt c1 gt ucli 0001 lt c1 gt lt c2 gt Approval lt c2 gt lt C3 gt 14 lt c3 gt lt c4 gt Approved lt c4 gt lt c5 gt 10 1 2007 lt c5 gt lt c6 gt 1000 00 lt c6 gt lt report row lt report roW gt lt c1 gt ucli 0002 lt c1 gt lt c2 gt Approval lt c2 gt lt C3 gt 14 lt c3 gt lt c4 gt Approved lt c4 gt lt c5 gt 10 1 2007 lt c5 gt lt c6 gt 2000 00 lt c6 gt lt report row lt report roW gt c1 Subtotal c1 lt c6 gt 3000 00 lt c6 gt lt report row lt report roW gt
31. Ringgit MYR Maldives Rufiyaa MVR Malta Lira MTL Mauritania Ouguiya MRO Mauritius Rupee MUR Mexico Peso MXN Mongolia Tughrik MNT Morocco Dirham MAD Mozambique New Metical MZN Myanmar Kyat MMK Namibia Dollar NAD Nepal Rupee NPR Netherlands Antilles Guilder ANG New Romanian Leu RON New Turkish Lira TRY New Zealand Dollar NZD Nicaragua Gold Cordoba NIO Nigeria Naira NGN North Korea Won KPW 160 v v cv YV cv YV YV cv Cv cv cv Cv gt cv cv Cv cv cv cv cv cv Cv cv cv cv 6v cv Cv Y cv we Cw cv Cv cC cv o vV cv vv Norway Krone NOK OmanRial OMR Paanga TOP Pakistan Rupee PKR Palladium Ounce XPD PanamaBalboa PAB Papua New Guinea Kina PGk Paraguay Guarani PYG Peru Nuevo Sol PEN Peso ARS Philippines Peso PHP Platinum Ounce XPT Poland Zloty PLN Portugal Escudo obsolete PTE Pound Sterling GBP Qatar Riyal QAR Riel KHR Russia Ruble RUB Rwanda Franc RWF Saint Helena Pound SHP Saudi Arabia Riyal SAR Seborga Luigino SPL Serbian dinar RSD Seychelles Rupee SCR Sierra Leone Leone SLL Silver Ounce XAG Singapore Dollar SGD Slovakia Koruna SKK Slovenia Tolar SIT Solomon Islands Dollar SBD Som KGS Somalia Shilling SOS South Africa Rand ZAR South Korea Won KRW South Sudanese pound SSP Sri Lanka Rupee LKR Sudanese Dinar SDG Suriname Dollar SRD Swaziland Lilangeni SZL Sweden Krona SEK Switzerland Franc CHF Syr
32. Yes or No Company Level Yes Project and Shell Level Yes Prototype public XMLObject getCompleteBPRecord String shortname String authcode String projectNumber String BPName String record no Parameters Parameter Description shortname identifier of the company company s short name Authcode authentication key for the company in text string projectNumbe Identifier of the project or shell in Primavera Unifier r BPName Identifier of the BP record no A valid record number Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getCompleteBPRecord acme acme authcode Proj 0001 Invoices Inv 0001 Additional Information If you want to get company level BP record information then pass null for projectnumber element You will get a zip file as an output The zip file contains any attachments and a PDF file that contains BP record information record no tag as part of bp element is required while send getCompleteBPRecord message 52 Methods This service can be used for both Project Standard and Shells of cost code type WBS and Generic Getting Complete BP Record for Document type BP with Folder Structure The existing Get Complete BP record displays the folder path in bp lineitems gt elements and attachments folder elements The folder path seen in the line items elements matches the folder path seen in the att
33. _servicename gt lt projectnumber gt proj0001 lt projectnumber gt lt options gt lt status gt Active lt status gt lt main_sheet gt false lt main_sheet gt lt filtercondition gt lt filtercondition gt lt options gt lt ulink gt Sample XML Output lt xml version 1 0 encoding ISO 8859 1 gt lt List_Wrapper gt lt schedulesheet gt lt name gt Schedule Sh1 lt name gt lt creationdate gt 02 12 2012 17 00 00 lt creationdate gt lt status gt Active lt status gt lt sheet_lock gt Unlocked lt sheet_lock gt lt main sheet gt Yes lt main sheet gt lt schedulesheet gt lt schedulesheet gt lt name gt Schedule Sh2 lt name gt lt creationdate gt 02 12 2012 17 00 00 lt creationdate gt lt status gt Active lt status gt sheet lock gt Locked lt sheet lock main sheet gt No lt main sheet lt schedulesheet gt lt List_Wrapper gt 107 Integration Interface Guide Get a List of Schedule Sheet Data Mappings Description This method will return a list of Data Mappings configured for a Schedule Sheet within a Project or Shell Support This method can only list Data Mappings from Schedule Sheets within projects or shells Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Program Level No Prototype public XMLObject getScheduleSheetDataMaps String shortname String authcode String projectnumber String sheet
34. _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createBPRecord lt _servicename gt lt projectNumber gt PROJ 0001 lt projectNumber gt lt BPName gt bpname lt BPName gt lt recordNumber recordNumber gt lt List Wrapper gt lt bp gt lt record no gt lt record no gt lt amount gt 100 00 lt amount gt lt title gt Spends 1 lt title gt lt refid gt PO GS 0003 lt refid gt lt creator_id gt Pixar Admin lt creator_id gt lt bp lineitems gt lt uuu tab id gt Line Item List lt uuu tab id gt lt bltemID gt 1 1000 1 1001 lt bltemID gt lt _refnum gt 1 lt _refnum gt lt amount gt 100 00 lt amount gt lt uuu_effective_date gt 03 20 2012 15 00 00 lt uuu_effective_date gt lt short_desc gt Line 1 Payment lt short_desc gt lt _bp_lineitems gt lt _bp gt lt List_Wrapper gt lt ulink gt Additional Information To get the BP XML structure first send a message to get BP record Refer to the Web Service getBPRecord for more information This interface can be extended with additional data elements In order for Primavera Unifier to recognize those elements the data element name must match those created in uDesigner for this business process YTB AFC If the tags YTB or AFC are present in the line items Primavera Unifier processes these tags If they are not present Primavera Unifier will check the uDesigner BP setup configuration for Cost Adjustment If this fi
35. activity with a WBS Code Primavera Unifier will go through this hierarchical structure of WBS segments to build the final WBS Code Primavera Unifier will perform this function when WBS Code import option is checked on the Options tab of Data Mapping The WBS Code string generated will then be validated with leaf level WBS Codes created under Cost Manager If the WBS Code is available then the activity will be associated with the WBS Code If the WBS Code is not available then the import process will fail Additional options are available to create entire string of WBS Code These options can be used to address any structural differences between the way WBS Codes are built in Primavera Unifier Cost Manager and WBS Codes in Primavera Project gt Levels User can choose number of WBS segments that should be considered while processing a Primavera XML file For example if user enters 8 then last segment CAct04 will not be considered while building WBS Code gt Suffix Mask User can optionally enter a suffix mask which will be added to the end of WBS Codes built based on Primavera XML file Users can either enter a constant value of select a data element from activity attribute form gt Note With the help of this data element being selected as suffix it is possible to build WBS Code and assign it to an activity based on attributes of activities coming from P6 instead of the WBS Code hierarchy of the activities 156 APPENDIX A
36. and should be the name of Column that is defined in Primavera Unifier 70 Methods Return Value XMLObject XMLObject is described in Appendix D of this document Response will contain following data elements Tag Name Description wbs code gt WBS Code is a required field short description Short Description long description Long Description work package Work Package Name spends category Spends Category Label quantity Quantity unit of measure Unit of Measure unit cost Unit Cost Label lt amount gt Amount Sample Method getColumnData acme acme_authcode project info my column name 71 Integration Interface Guide Sample XML Return Data List Wrapper gt column wbs code 1 0 0 1 1 0 1 1 1 wbs code short description Undistributed balance short description long description long description work package work package gt spends category gt Labor lt spends category gt lt guantity gt 1 0 lt guantity gt unit of measure wk unit of measure unit cost gt 100000 0 lt unit cost amount 100000 0 amount lt column gt lt column gt lt wbs_code gt 5 0 0 5 1 0 lt wbs_code gt lt short_description gt Testing Again lt short_description gt lt long_description gt lt long_description gt lt work_package gt lt work_package gt lt spends_category gt Labor lt spen
37. element name ParentGuid type xs string gt lt xs sequence gt lt xs complexT ype gt lt xs element gt lt xs sequence gt xs complexType lt xs element gt lt xs element maxOccurs 1 name WBSltems gt lt xs complexType gt lt xs sequence gt lt xs element maxOccurs unbounded name WBSltem gt lt xs complexType gt xs sequence lt xs element name ActivityGUID gt lt xs element name ActivityID type xs positivelnteger gt lt xs element name SplitPercent type xs decimal gt lt xs element name WBSCode type xs string gt lt xs element name WBSitem type xs string gt lt xs sequence gt lt xs complexT ype gt lt xs element gt lt xs sequence gt lt xs complexT ype gt lt xs element gt lt xs element maxOccurs 1 name Predecessors gt lt xs complexT ype gt lt xs sequence gt lt xs element name Predecessor gt lt xs complexType gt xs sequence 104 Methods lt xs element name ActivityGUID gt lt xs element name ActivityID type xs positivelnteger gt lt xs element name PredecessorGUID gt lt xs element namez PredecessorActivityID type xs positivelnteger gt lt xs element name Lag type xs decimal gt lt xs element name Type type xs string gt lt xs sequence gt lt xs complexT ype gt lt xs element gt lt xs sequence gt xs complexType lt xs element gt lt xs element maxOccurs 1 name
38. for Cost type business process 19 Integration Interface Guide lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createBPRecord lt _servicename gt lt _projectNumber gt Proj 001 lt _projectnumber gt lt _BPName gt Bpname lt _BPName gt lt projectNumber gt proj001 lt projectNumber gt lt list wrapper gt lt bp gt lt title gt New title 1 lt title gt lt vendorName gt OFFICEMAX INCORPORATED lt vendorName gt lt recvDate gt 2002 07 09 lt recvDate gt lt bp lineitems gt lt wbs code gt 010 PRE PROJ OVRHD PERMT wbs code short desc gt E22962GR DRAFTING TABLE BASE short desc amount 120000 amount lt bp lineitems gt bp lineitems gt wbs code gt 010 PRE PROJ OVRHD PERMT wbs code short desc E22962GR DRAFTING TABLE BASE short desc amount 120000 amount lt bp lineitems gt lt bp gt list wrapper lt ulink gt Example of Cost BP with Fund Information lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createBPRecord lt _servicename gt lt projectNumber gt PROJ 0001 lt projectNumber gt lt BPName gt bpname lt BPName gt lt recordNumber recordNumber gt lt List Wrapper gt lt bp gt lt amount gt 6000 lt amount gt lt title gt Integration Testing Funds title lt Fund Total
39. gt lt uuu sp level picker gt Floor 1 lt uuu_sp_level_picker gt lt space sp space name gt Room 1 lt space sp space name gt space usable space type gt lt space usable space type uuu sp area 200 uuu sp area uuu sp uom gt Sg ft lt uuu sp uom space lt _space gt lt uuu sp level picker gt Floor 1 lt uuu_sp_level_picker gt space sp space name gt Room 2 space sp space name space usable space type gt lt space usable space type uuu sp area gt 200 lt uuu sp area uuu sp uom gt Sg ft lt uuu sp uom space Additional Information XML tags under space will be based on integration interface definition of level form This service can be used for both Shells of cost code type WBS and Generic 142 Methods Resource Manager Methods Create and or update Role Description This method creates and updates Resource Manager Roles Support This method can only support creating and updating Roles at the company level Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Prototype public XMLObject createUpdateRole String shortname String authcode String rolesXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string rolesXML Information of the role s that must be created and or updated
40. is not valid Invalid Column Name Column is not manual Column is not defined as manual entry Administrator is inactivated Administrator is inactive Cannot create column data This service can be used for both Project Standard and Shells of cost code type WBS User Defined Reports UDR Methods Get UDR Data Description This method gets XML data from UDR output Support This process is supported under both Company and Project or Shell level reports Only reports that are marked for Integration are eligible for integration 75 Integration Interface Guide Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Prototype public XMLObject getUDRData String shortname String authcode string projectNumber String reportName Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber identifier of the project or shell in Primavera Unter If you want to get company level report then pass null for this parameter reportName name of the report user defined report Return Value Response will contain following data elements Tag Name Description lt report gt Main report tag lt report_header gt Element that carries all report header column names lt report_row gt Element that carries data
41. item tag lt bp lineitem gt lt bp_lineitem gt to support the ability to import the line items for General Spends and Payment Applications if SOV is individual line items For Group by commit codes lines are identified by WBS Code If the action form used for validation is auto populating values from a Business Process picker then system will auto populate these values if a valid value is provided for that Business Process Picker This service can be used for both Project Standard and Shells of cost code type WBS and Generic Create Complete BP Record Description This method can be used to create new business process records with attachments in Primavera Unifier based on Integration design that has been defined in uDesigner It allows attachments to be added to the upper form and line items If you want to create a BP record with line item information with attachments then you should use this service If this is a cost related BP line items will be rolled up to the cost sheet Support This process supports all type of BPs Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Prototype public XMLObject createCompleteBPRecord String shortname String authcode string projectNumber String BPName String BPXML String iszipfile FileObject fileobjects 23 Integration Interface Guide Parameters Parameter Description shortname identifier of the comp
42. lt c2 gt Approval lt c2 gt lt c3 gt 14 lt C3 gt lt c4 gt Approved lt c4 gt lt c5 gt 10 1 2007 lt c5 gt lt c6 gt 1000 00 lt c6 gt lt report roW gt lt report roW gt lt c1 gt ucli 0002 lt c1 gt lt c2 gt Approval lt c2 gt lt c3 gt 14 lt C3 gt lt c4 gt Approved lt c4 gt lt c5 gt 10 1 2007 lt c5 gt lt c6 gt 2000 00 lt c6 gt lt report_row gt lt report_row gt lt c1 gt Pending lt c1 gt lt report_row gt lt report_row gt lt c1 gt ucli 0003 lt c1 gt lt c2 gt Approval lt c2 gt lt c3 gt 14 lt C3 gt lt c4 gt Pending lt c4 gt lt c5 gt 10 1 2007 lt c5 gt lt c6 gt 12345 67 lt c6 gt report row lt report gt Observe that report always starts with tag lt report gt report header is the first level child element of report element This is similar to Sample 1 report row is the child element of report element Observe that there is only 1 child element c1 This element will list first group by value In this example it is Approved and Pending marked bold If report has more than one group by condition then xml output will list that many report row data elements under report header gt 78 Methods Observe that there is another report row showing a list of columns This element will show data from the rows generated by report output Number of elements under report row will be same as the number of elements under report headers
43. name phone and contact instructions of someone at your company that you can contact when you need help with Primavera Unifier For assistance try this person first Note This information is available only if your company administrator has provided internal support contact information In the Contact tab eLearning section you see the location Access name of the contact Contact and any instructions that you might need in order to access the eLearning materials 187 Integration Interface Guide Note Your company may elect to provide access to the eLearning suite where you can access interactive Primavera Unifier learning materials Alternatively your company may have its own customized support or training materials that can be accessed on an internal site location If your company administrator provides this contact information it will be listed at the bottom of the window In the Download tab Download section you can see a list of the following application and plug ins available to download with installation instructions gt File Transfer Application gt Unifier uCAD Plug in Each application and plug in has two options gt Download gt Installation instructions Follow the links within each option to proceed Download Plugins Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Download Plugins to open the Support window The Support window has two tabs
44. of Schedule Sheet to import activities into sheetXML Content of activities to import This is obtained from the Primavera P5 P6 xml content The Primavera XML content should be generated by exporting the full Primavera project scheduleOptions This element will allow message to carry optional information Following are the tags under this element gt lt MapName gt gt lt Activityldentifier gt gt WBS NoOfLevelsToMerge gt WBS StartMergeFrom MapName Name of the data mapping that should be used while processing XML file If there is no map name then the one marked Default in Primavera Unifier on the schedule sheet will be used Activityldentifier Possible values are GUID ID ID is the tag of Activity Id in Primavera This tag will be used if you want to update an activity through udpateScheduleActivities webservice call If Id tag is used for create and update then the value provided under Id tag will be used as task activity identifier WBS NoOfLevelsToMer ge This parameter will take a numeric value This parameter can be used by user to specify how many levels WBS Levels in P6 XML file should be merged together EXAMPLE Assume that P6 has following structure 5 ON DA DA03 F350 U11 095 ABC20 CAct04 If you specify 3 then two levels will be merged together But which 3 segments will be based on the next parameter wbs startmergefrom Value of this parameter can be 0
45. on header form from line items is only supported through the design that has been done through uDesigner Refer to uDesigner and Primavera Unifier User and Admin guide for more information Shell Name can be same under different parents In this scenario if users try to create a business process record by passing in a value for a shell picker data element then system will throw an error that it found more than one shell with same name 152 APPENDIX A APPENDIX A Create and Update Schedule Sheet A Schedule Sheet under Primavera Unifier Schedule Manager supports the following objects For more information refer to the Primavera Unifier User Guide Primavera Unifier Administration Guide and uDesigner User Guide gt Activities gt Resource Assignments gt Activity Dependencies Successors and Predecessors along with relationship Start to Finish Finish to Start etc and lag information gt Association of an activity with a cost code WBS Code from Primavera Unifier Cost Manager Integration with P6 involves creation modification and association of these objects automatically through Web Services calls As of the current Primavera Unifier release integration with P6 Server supports the following information for each object gt Activities All elements including User Defined Fields gt Resource Assignments All elements including User Defined Fields and Unit of Measure gt Activity Dependencies Based on Activ
46. optional field User cannot enter any value for this element Value of this data element should be automatically calculated as Quantity Unit Cost Project or Shell gt Administrator will be used as user who is performing this integration Audit log will track and trace all changes done through this web services method Sample Method updateColumnData acme acme_authcode project info my column name DataXML 74 Sample XML Data Methods column wbs code 1 0 0 1 1 0 1 1 1 wbs code short description Undistributed balance short description long description long description work package gt lt work package spends category spends category quantity 1 0 quantity unit of measure unit of measure unit cost gt 100000 0 lt unit cost amount 100000 0 amount lt column gt lt column gt lt colum lt wbs_code gt 5 0 0 5 1 0 lt wbs_code gt lt short_description gt Testing Again lt short_description gt lt long_description gt lt long_description gt lt work_package gt lt work_package gt lt spends_category gt Labor lt spends_category gt lt quantity gt 1 0 lt quantity gt lt unit_of_measure gt wk lt unit_of_measure gt lt unit_cost gt 10000 0 lt unit_cost gt lt amount gt 10000 0 lt amount gt n gt Additional Information Following are the failure reasons and description Reason Description Column
47. projectNumber gt lt List wrapper gt lt bp wbscode gt wbs code 0 0000 0 08600 wbs code gt lt wbs_item gt New WBS Code 1 wbs item description New WBS Code 1 lt description gt lt costattribute gt lt costattribute gt lt external refid gt lt external refid gt lt owner gt lt owner gt lt status gt Active lt status gt cost type Expense cost type bp wbscode lt bp wbscode gt wbs code 0 0000 0 08700 wbs code gt lt wbs_item gt New WBS Code 2 wbs item lt description gt New WBS Code 2 lt description gt lt costattribute gt lt costattribute gt lt external refid gt lt external refid gt lt owner gt lt owner gt lt status gt Active lt status gt cost type Expense cost type bp wbscode List wrapper lt ulink gt Additional Information Use getWBSStructure service to get the WBS attribute structure The retrieved structure can be used to create new WBS codes User can define a Cost Attribute form in uDesigner In order to send XML message to create new Cost codes user has to send data using schema that is generated as output from getWBSStrucutre service If the Project or Shell WBS structure is in tree mode or a parent child relationship is required the WBS code passed via the integration interface must concatenate the parent wbs code and child wbs code with as the delimiter If you have multilevel parent child relationship then you have to pa
48. pushing workflow to the next step In this scenario WFCurrentStepName will be validated to make sure that the step is valid and action is valid Options WFActionName tag will be ignored for Non workflow business process Validations while processing WFCurrentStepName and WFActionName tags If WFActionName tag IS empty then do not validate WFCurrentStepName 48 Methods If WFActionName tag IS NOT empty then validate WFCurrentStepName Record is still on the step identified by WFCurrentStepName If not system should error out Step identified by WFCurrentStepName value has Enable Step for Integration option is set to Yes If not system should error out Validate WFActionName is valid action that can be taken from step identified by the value of WFCurrentStepName After going through all validations rules system should move record to next step Creator selected on the Admin gt BP Setup gt Workflow node gt Auto Creation tab gt Creator should be the person who takes action on the step It is possible that someone would have accepted the task on step identified by the value of WFCurrentStepName This can happen because Assignees option for this step under BP Setup is not disabled There are three possible scenarios under this condition No one accepted the task In this scenario system will automatically accepts the task update record and line items and move record to next step System will remove task from all other users li
49. reden sepu csse u usce NEEE a snae ee ERE ANAL EE ECKER 120 Get e NEIE 121 Schedule of Values Methods cccssceccccececeesessnenceseeeceessssececesecnseesscaneesesesassesecaeeeseeesanssssseeseess 123 GE SOVA MEI eee eee eee oe nee eee 123 User Administration Methode ENEE 124 Create US 6 rises E 124 Uni 127 Update User Group Membership s sssccccececeessseeeececesecessenenaeseceeessesenaneesesusessesssanseseeeeeess 128 Ee ISL er C PL PM 130 Update User Shell Membership AA 131 Planning Manager Methods 0 nnvonanenannennnnanananenanaennananenannnanannnanaenannenananenanannennata 133 Get Planning Item Record 133 Space Manager Methode 134 Create EE 134 Update leve H 135 MESURER EEN 137 reato SPAGO LP rere 138 Update SPACE 140 Get Space EE 141 Resource Manager Methods esses ene entren entren nn snnt rennen enne nennt entren ns 143 Create and or update HRole EEN 143 EL ER M 144 Create and or update Resource EE 145 Get Reso rce Listean aa a eaaa 147 General Eder E 149 Record Data Processing RUIES 5 1 tere ec ed tek uec ee ieee URB Leg CR 149 Business Process Picker Support uoce eorom hore none aoro vo na Eo S Eae E CX No Eo erae 149 General Validation Rules across a
50. sheet cannot be updated reason XML Import property is set to overwrite existing schedule 716 The SOV of the selected contract is locked by another Business Process 717 Selected contract does not have SOV Check if the contract has reached terminal status 718 Field name bp picker source name is required 719 pickervalue is invalid value for source name 720 Reference BP not supported 721 Multiple records found for field source name with value pickervalue 722 Invalid field name s 177 Integration Interface Guide String Status Code Description 723 Spend Business Process not supported 724 SOV is not created yet for the base commit associated with this Business Process You cannot change a Business Process picker name 725 source name that has line item s associated with it 726 Reference Commit picker value cannot be changed 800 No Active multiple instance 803 Copy from shell template is not active can be a combination of the following given below can only contain the following characters alphanumeric and _ characters 804 cannot contain any of the following characters lt gt SCH shell cannot be a sub shell of the selected shell Administrator is not a valid user 805 shell name shell name gt already exists under location 806 shell number shell num already exists 807 shell name
51. title revision no revision no issue date issue date file size file size version version reference No lt reference gt attachment lt bp lineitems bp list wrapper lt ulink gt Additional Information This interface can be extended with additional data elements In order for Primavera Unifier to recognize those elements the data element name has to match those created in uDesigner for this business process YTB AFC If the tags YTB or AFC are present in the line items Primavera Unifier processes these tags If they are not present Primavera Unifier will check the uDesigner BP setup configuration for Cost Adjustment If this field has been set the line item amount is treated as YTB AFC and processed To add a line item to company level BP record then send null for projectNumber parameter If you send a project number for a BP that is at Company level then you will get an error that BP name is not correct 35 Integration Interface Guide Attachments can be added to line items Files can be sent as a single zipped file or individual files for the complete transaction record the same file can be referenced multiple times in the same transaction However files contained in the zip file should still be described by separate attachment elements This API requires Integration Design to be published in uDesigner for the business process Attachment elements specified
52. type Project Address Billing Shipping and Billing and Shipping List of valid countries refer to Country List under Appendix If a company is configured to have auto numbering for projects then any information send through integration for projectnumber tag will be ignored and system will provide a number automatically based on sequence This service can only be used to update Project Standard Get Object List Description This method gets object list from Primavera Unifier Support This process supports retrieval of project information and user information only Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Not Applicable Prototype public XMLObject getObjectList String shortname String authcode string objectName String fieldNames String filterCondition String filterValues 57 Integration Interface Guide Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string objectName identifier of the object Only supports project info user info this name is case sensitive fieldnames names of the elements in the Object that is requested this is an optional parameter If not specified all elements will be returned filterCondition a list of supported condition this is an optional parameter If not specified no conditions will be applied
53. AUD Azerbaijanian Manat AZN Bahamas Dollar BSD Bahrain Dinar BHD Barbados Dollar BBD BCEAO Franc XOF Belarus Ruble BYR Belize Dollar BZD Bermuda Dollar BMD Bhutan Ngultrum BTN Bolivia Boliviano BOB Botswana Pula BWP Brazil Real BRL Burundi Franc BIF Canada Dollar CAD Cape Verde Escudo CVE Cayman Isl ds Dollar KYD CFA Franc BEAC XAF Chile Peso CLP Chile UF CLF China Yuan Renminbi CNY Colombia Peso COP 169 Integration Interface Guide Currency Name Currency Code Comoros Franc KMF Comptoirs Francais du Pacifique Franc XPF Congo Kinshasa Franc CDF Convertible Marka BAM Costa Rica Colon CRC Croatia Kuna HRK Cuba Peso CUP Cyprus Pound CYP Czech Republic Koruna CZK Denmark Krone DKK Dirham AED Djibouti Franc DJF Dobra STD Dominican Republic Peso DOP Dram AMD East Caribbean Dollar XCD Egypt Pound EGP EI Salvador Colon SVC Eritrea Nakfa ERN Estonia Kroon EEK Ethiopia Birr ETB Euro EUR Falkland Islands Pound FKP Fiji Dollar FJD Gambia Dalasi GMD Georgia Lari GEL Ghana New Cedi GHs Gibraltar Pound GIP Guatemala Quetzal GTQ Guilder AWG Guinea Franc GNF 170 APPENDIX C Currency Name Currency Code Guyana Dollar GYD Haiti Gourde HTG Honduras Lempira HNL Hong Kong D
54. Address information provided through XML tags is of type Project Address Billing Shipping and Billing and Shipping 69 Integration Interface Guide List of valid countries refer to Country List under Appendix If a company is configured to have auto numbering for projects then any information send through integration for projectnumber tag will be ignored and system will provide a number automatically based on sequence This service can be used create Project Standard Cost Sheet Methods Get Column Data Description This method gets data from a project or shells with cost codes WBS cost sheet column getColumnData does not support Assigned Budget column tough it is a manual column Support This method can only support for project or shell level cost sheet column that is defined as Manual Entry Method either Direct Entry or Line Item Content Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Program Level No Prototype public XMLObject getColumnData String shortname String authcode string projectNumber String ColumnName Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Primavera Unifier columnName Identifier of the cost sheet column in Primavera Unifier This is case sensitive
55. Amount gt 6000 lt Fund Total Amount gt lt status gt Approved lt status gt lt bp lineitems gt fund code gt Federal Bond Infrastructure Bond 2006 fund code gt lt amount gt 6000 lt amount gt short desc gt Integration Testing lt short desc gt lt bp lineitems gt lt bp lt List Wrapper gt lt ulink gt Example of General Spends Business Process SOV Group by commit codes 20 Methods lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createBPRecord lt _servicename gt lt projectNumber gt PROJ 0001 lt projectNumber gt lt BPName gt bpname lt BPName gt lt recordNumber recordNumber gt lt List Wrapper gt lt bp gt lt record no gt lt record no gt lt amount gt 100 00 lt amount gt lt title gt Spends 1 lt title gt lt refid gt PO GS 0003 lt refid gt lt creator_id gt Pixar Admin lt creator_id gt lt bp lineitems gt lt bltemID gt 1 1000 1 1125 lt bltemID gt lt amount gt 100 00 lt amount gt lt uuu_effective_date gt 03 20 2012 15 00 00 lt uuu effective date gt lt short desc gt Line 1 Payment lt short desc gt lt breakdown breakdown lt bp lineitems gt bp lt List_Wrapper gt lt ulink gt Example of Payment Application Business Process SOV Individual Line Items 21 Integration Interface Guide lt ulink gt lt _shortname gt acme lt
56. D MMM DD YYYY DD MMM YYYY YYYY MMM DD M D YYYY M D YY D M YYYY D M YY YY M D v v v v v v v v v v v cv c cv vv vv 166 APPENDIX B gt YYYY M D gt YY MM DD gt YYYY MM DD Company Address Use the codes included in the following table for the address fields when entering the user records Address Type Code Headquarters Main Branch Office Billing Shipping Billing and Shipping Satellite Office NIOJ AJOJN Use the values included in the following table for any record in which Active Inactive or On Hold are the status choices The status you choose for the import value will be effective as soon as the record is imported For example if you enter a 1 for the status the user will be an active Unifier user upon successful import of the record if you enter 2 the user will be On Hold until an administrator activates the user record from within Unifier Status Value Inactive 0 Active 1 On Hold 2 Check Box For check boxes on BP forms you can import the following values to select check a check box or leave it unchecked Integration Interface Guide Check Box Check box not selected Value Check box selected 168 APPENDIX C APPENDIX C Currency Name Currency Code Afghani AFN Algeria Dinar DZD Ariary MGA Australia Dollar
57. FCurrentStepName will be ignored for non workflow business process The following XML tag lt _refnum gt lt refnum gt should be added under BP line item tag lt bp lineitem gt bp lineitem gt to support the ability to import the line items for General Spends and Payment Applications This service can be used to add lines to Payment Applications and General Spends type of business process When adding lines to Payment Applications type of business process existing lines if any will be removed and new lines will be added that are provided as part of the service call For General spends line will be appended like any other business process Note updateBPRecordv2 cannot be used to update existing line items for Payment Applications type of business process Updating BP Record V2 for Document type BP with Folder Structure The Web Service call supports the adding of line items to a specific folder to an existing Document type BP record Sample XML lt xml version 1 0 encoding UTF 8 standalone no gt ulink lt shortname U90All shortname gt lt servicename gt updateBPRecordV2 lt servicename gt lt bpname gt 92 Doc type With folder Project NWF bpname gt lt projectnumber gt Proj 11 lt projectnumber gt lt record no gt List wrapper lt bp Decimal4 record no utwf2 0047 record no lt status gt Pending lt status gt lt uuu_latitude gt
58. ItemXML format can be exported downloaded from uDesigner Elements with direction marked as Input or Both will be part of XML format The following is a list of elements that can be added as part of integration design and their behavior when you include them Note that elements lists should be sent based on the type of BP for which you are creating a record Tag Name BP Type Description amount Cost Amount is a required field if you are sending line item information under bp lineitems You will see same value on Primavera Unifier wbs code Cost WBS Code is a required field if you are sending line information under bp lineitems record no Any You can send record number by using this tag If you do not specify a record no tag as part of message then a new record will be created with the line item information that is provided as part of ItemXML If you specify a record no then system will add new line item s based on the data provided as part of ItemXML If the record no is specified and if it does not exists then a new record will be created with the line item information that is provided as part of ItemXML status Any You can send record status by using this tag This tag is valid only for multi record BPs If the record no is specified and if it does not exists then a new record will be created with the line item information that is provided as part of ItemXML If the BP is a workflow based then
59. L from the external source Element Onthe Resources tab you can map resource information through XML integration Enter the header in the XML element that corresponds to the column Mapping resources is mandatory only if you select Import Resource Assignments on the Options tab Onthe Options tab you can configure XML options that the system uses when importing data In this field Do this XML Import Define options for importing XML activity schedules into Unifier Mapping options are the same for Primavera XML and Microsoft Project XML Options You can either retain existing schedule information in Unifier or overwrite it complete upon importing an external XML file 1 Merge into existing schedule With this selection you have a sub option to Delete Activities removed from the source schedule 154 APPENDIX A In this field Do this 2 Overwrite existing schedule replaces the existing schedule Data Elements Select the appropriate checkboxes if you want to import activities rows 1 Activity Dependencies Select this checkbox to retain activities from the XML source file 2 Activity Calendar Select this checkbox to retain the activity calendar from the XML source file If imported the activity calendar will trigger the recalculation of activity dates as needed and will override any existing activity calendar association If a calendar is not imported the acti
60. LObject getLevelList String shortname String authcode string projectNumber Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Unifier Return Value XMLObject XMLObject is described at the beginning of this document Sample Method getLevelList acme acme authcode proj 01 will return the XML Record of the Level records 131 Integration Interface Guide Sample INPUT Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getLevelList lt _servicename gt lt projectNumber proj 01 projectNumber gt lt ulink gt Sample Output Data lt List Wrapper gt lt level gt lt uuu sp level name gt Floor 1 lt uuu sp level name gt lt status gt In_Service lt status gt lt UUU_Sp_uom gt sq ft lt uuu_sp_uom gt lt _level gt lt _level gt lt uuu_sp_level_name gt Floor 2 lt uuu_sp_level_name gt lt status gt In_Service lt status gt lt UUU Sp uom gt sag ft lt uuu SP UoM gt lt level lt List Wrapper gt Additional Information XML tags under _ level will be based on integration interface definition of level form This service can be used for both Shells of cost code type WBS and Generic Create Space Description Th
61. MUser createSapBPRecord getSapBPList getSapBPRecord updateSapBPRecord Ping getTransactionStatus Security Primavera Unifier Web services are sent and received through a secured server using https protocol Once https is set up at both ends the client must accept the server certificate to continue with the Integration procedure Primavera Unifier also requires clients to register on Primavera Unifier with the shortname the company identifier and authcode the company authentication code Integration Interface Guide Unifier Web Services Tag Requirements gt All input XML tags must be wrapped within the tags list wrapper list wrapper gt All BP Tag names must start with lt bp and end with bp gt All BP Line Items must start with lt bp lineitems gt and end with lt bp lineitems gt Terminology gt Project This term refers to Projects Standard which are projects that are supported by Primavera Unifier without going through the Shell Manager Shells Shells are designed in uDesigner and can represent virtually anything you want For example a shell can represent a building a project or a concept such as innovative ideas Refer to Primavera Unifier Admin and User Guide for more information Shell with Cost Code WBS These are shell types for use with the WBS Cost Manager Shell with Cost Code Generic These are shell types with for use with the Generic Cost Manager Internationali
62. NoOfLevelsToMerg e This parameter will take a numeric value This parameter can be used by user to specify how many levels WBS Levels in P6 XML file should be merged together gt EXAMPLE Assume that P6 has following structure 5 0N DA DA03 F350 U1 1 095 ABC20 CAct04 If you specify 3 then two levels will be merged together But which 3 segments will be based on the next parameter wbs startmergefrom WBS StartMergeFrom gt This parameter will take a numeric value Value of this parameter will be used to determine the level from which this merge should start gt EXAMPLE In the above example if a user specifies 2 then system will start from level 2 and merge ON DA and DAOS So after the merge the WBS Code build by import program will be 5 ONDADA03 F350 U11 095 ABC20 CAct04 94 Methods Parameter Description ActivityDeletion gt Indicate to delete activities from schedule sheet in Primavera Unifier if it is deleted in P6 Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateScheduleActivitiesV2 acme acme_authcode Proj 0001 Schedule Sheet 001 lt XML Content gt Data Mapping 001 Id Sample XML Data lt ulink gt lt _shortname gt acme lt _shortname gt lt authcode gt acme authcode lt authcode gt lt servicename updateScheduleActivitiesV2 servicename lt _projectNumber gt Prj 0001 projectNumber
63. ORACLE PRIMAVERA Integration Interface Guide Release 15 1 April 2015 Contents lageren die eR 7 SOQUITIE EE 7 Unifier WED Le 8 Internationalization and Web Services EEN 8 Web Services and Internationalization E 8 Number tegt le ee WEE 9 Get WED SE qu P 9 Kleer 10 WBS Code Methods eee estes ides co Dina eec vesc Peer ope deed eed 10 Get WBS Str ctUre treie ENEE 10 Create WBS Clees EES cete eee 11 Creates WBS code with a tree structure 14 Get WBS COdeS E 15 Business Process BP Methode uechter EENS EEN eene cera ee anta au noob kukun taan kd Db Pa EE Kaka SEENEN 18 Create BP RECOM c ESA EE SEENEN Ee 18 Create Complete BP Record eg ce eie ieee ie EE ann aie a acd 23 Add BP Mi A 3011 nn EE 30 Add Complete BP Line MSM REESE 33 Get BP RECOM D 37 Get BP VIS ue elie hee RR MIRI EO ME 38 Beie EIER BE 40 Update Complete BP Record mkakaa AE akka 43 Update BP Record E 46 Get Complete BP RECOM 1 rr Eee rn cere NEEN ER EARE SR RR RED ERR NER PENNE 52 lege ET 53 Greate eleison 53 Blessed 56 SEENEN 57 Project MOINOGS PERDRE 60 Create Froe C EE 60 Create Project with additional options mimi u nima a ai 63 Cost lI dub REM 70 GetColumn Datei REED 70 Update Column Data 73 User Defined Reports UDR Methods kA 75 GetlUDR Data i ctio eege EE E iet edidi cens 75 Asset Manager MethodS 000 nneennnenana
64. P Name lt _BPName gt lt _recordNumbersrecord number lt _recordNumber gt lt ulink gt Additional Information If the recordNumber is left blank or invalid recordNumber then the method will returns the BP s skeletal XML BP template can also be downloaded from uDesigner To get company level BP record information send null for projectNumber parameter If you send a project number for a BP that is at Company level then you will get an error that BP name is not correct To get Single Record BP you need a record number populated on the record If you do not have a record number populated then getBPRecord will return back the structure of the BP If you getting information for a Cost Type BP then you will always get bltemID and fund code gt elements as part of return XML This service can be used for both Project Standard and Shells of cost code type WBS and Generic Get BP List Description This method gets all the records for a specific Business Process in Primavera Unifier based on Integration design that has been defined in uDesigner For more information see the uDesigner section in the Primavera Unifier Administration Guide Support This process supports all type of BPs Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Prototype public XMLObject getBPList String shortname String authcode string projectNumber String BPName String fiel
65. Process record in Primavera Unifier based on Integration design that has been defined in uDesigner For more information refer to uDesigner admin guide This method works for both company level and project or shell level BPs Support This process supports all type of BPs Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Prototype public XMLObject getBPRecord String shortname String authcode string projectNumber String BPName String recordNumber Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Primavera Unifier Pass null for Company Level BP BPName identifier of the business process in Primavera Unifier for example Invoice recordNumber identifier of the business process example inv 0001 Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getBPRecord acme acme authcode proj 01 Invoice innv 0001 will return the XML Record of the BP 37 Integration Interface Guide Sample XML INPUt lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getBPRecord lt _servicename gt lt projectNumber PROJ 001 lt _projectNumber gt lt _BPName gt B
66. Record service getBPRecord service will provide user with valid XML elements that are part of BP design If you want to update record for a BP at company level then do not pass projectnumber parameter 41 Integration Interface Guide If you send invalid projectnumber then you will get an error record no tag as part of bp element is required while send updateBPRecord message This service can be used for both Project Standard and Shells of cost code type WBS and Generic Sample XML lt xml version 1 0 encoding UTF 8 standalone no gt ulink lt shortname U90All shortname gt lt servicename gt updateBPRecord lt servicename gt lt bpname gt 92 Doc type With folder Project NWF bpname gt lt projectnumber gt Proj 11 lt projectnumber gt lt record no gt List wrapper lt bp Decimal4 record no utwf2 0047 record no lt status gt Pending lt status gt lt uuu_latitude gt lt uuu_longitude gt uuu address code gt lt bp lineitems gt folder path gt Rev1 Rev2 lt folder path Decimal3 uuu contact company uuu creation date uuu name gt b txt lt uuu name Integerl N KR A AN A uuu_issue date gt lt uuu line item status gt pending lt uuu line item status gt lt bp lineitems gt lt bp lineitems gt lt folder path gt Rev4 lt folder path gt lt Dec
67. ScheduleSheetFromFileV2 service and not for create Update Schedule Activities From File V2 Description This option will allow user to process a P6 XML file and add and update activities and resources to a Primavera Unifier schedule sheet Along with activity information this process will also take activity spread information Support Installation ASP and Self host 96 Methods Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject updateScheduleActivitiesFromFileV2 String shortname String authcode String projectNumber String sheetname String scheduleoptions String iszipfile FileObject files Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Primavera Unifier sheetName Identify the name of the schedule sheet in Primavera Unifier iszipfile This tag identifies if the file provided under files tag is a zip file or xml file with just activity and resource information If user wants to send activity spread information then the value of this tag should be yes and the file provided under files tag should be a zip file containing both activity and resource information and the spread information files FileObject containing the Activity Resource information and the activity
68. Shells of cost code type WBS and Generic Exchange Rates Methods Update Exchange Rates Description This method adds and updates exchange rates defined at company level Support This applies to exchange rates at company level only Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Program Level No Prototype public XMLObject updateExchangeRates String shortname String authcode String rates 120 Methods Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string Rates Exchange rates of one or more currency codes with respect to company base currency Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateExchangeRates acme acme authcode XML Sample XML Input Data list wrapper exchange rate currency name gt Australia Dollar lt currency name currency code AUD currency code gt lt rate gt 2 086 lt rate gt lt exchange_rate gt lt exchange_rate gt lt currency_name gt United States Dollar lt currency_name gt lt currency_code gt USD lt currency_code gt lt rate gt 1 45 lt rate gt lt exchange_rate gt lt list_wrapper gt Additional Information User can add rates using Web Services call updateExchangeRates will always create new exchange ra
69. WBS StartMergeFrom This parameter will take a numeric value Value of this parameter will be used to determine the level from which this merge should start EXAMPLE In the above example if a user specifies 2 then system will start from level 2 and merge ON DA and DA03 So after the merge the WBS Code build by import program will be 5 ONDADA03 F350 U11 095 ABC20 CAct04 Value of this parameter can be O 87 Integration Interface Guide Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createScheduleActivitiesV2 acme acme_authcode Proj 0001 Schedule Sheet 001 lt XML Content gt lt scheduleoptions gt Sample XML Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt servicename createScheduleActivitiesV2 servicename gt lt projectNumber Prj 0001 projectNumber gt lt sheetname gt Schedule Sheet 001 lt sheetname gt lt scheduleOptions gt lt MapName gt Create lt MapName gt lt Activityldentifier gt ld lt Activityldentifier gt lt WBS_StartMergeFrom gt Merge start number lt WBS_StartMergeFrom gt lt WBS_NoOfLevelsToMerge gt No of levels number lt WBS_NoOfLevelsToMerge gt lt scheduleOptions gt lt List_Wrapper gt APIBusinessObjects xmins http xmins oracle com Primavera P6 V7 API BusinessObjects xmins xsi http www w3 org 2001 XMLSchema instance xsi schemaLocati
70. achments folder The folder name is displayed with the folder path in the attachments folder section Sample XML lt xml version 1 0 encoding UTF 8 standalone no gt lt ulink gt lt shortname U90All shortname gt lt projectnumber gt Proj 11 lt projectnumber gt lt bpname gt 15 1 Doc lt bpname gt lt servicename gt getCompleteBPRecord lt servicename gt lt recordNumber gt ux12pg 0006 lt recordNumber gt lt ulink gt Object Methods Object methods are used for creating or retrieving data from objects such as Standard Projects or Users which have not been modified based on an integration design defined in uDesigner Create Object Description This method creates a specific object in Primavera Unifier Support This method only supports creation of user Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Not Applicable Prototype public XMLObject CreateObject String shortname String authcode String objectName String objectXML 53 Integration Interface Guide Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string objectName identifier of the object Names are case sensitive Valid value user info objectXML content of the Object including element name and value in XML
71. acle University The Oracle Advisor Webcast program brings interactive expertise straight to the desktop using Oracle Web Conferencing technology This capability brings you and Oracle experts together to access information about support services products technologies best practices and more 186 For More Information Additional Support The following is a list of additional support that are available in Unifier Unifier Help Unifier Library Contact Support Download Plugins About Unifier wo v v v v Note The Contact Support and Download Plugins options both open a single window Support The only difference is as follows Contact Support opens the Contact tab of the Support window by default Download Plugins opens the Download tab of the Support window by default Unifier Help Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Unifier Help to open the Unifier and uDesigner Help Unifier Library Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Unifier Library to open the Unifier documentation library Contact Support Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Contact Support to open the Support window The Support window has two tabs gt Contact which opens by default gt Download In the Contact tab Contact Information section you can see the
72. al to operation is supported right now Note If errors are present when evaluating the basic filter condition system will ignore it but if there are errors in custom filter condition field names and values system will return an empty list All condition fields are evaluated using AND If the combination has only basic fields and it has an error in processing all the records will be returned filterNames Filter name will contain list of elements that you want to see as part of output XML Ex If you want to see project name and project number as output then include projectname and projectnumber filterValues and filterNames are not supported as part of Web services for this release This service can be used for both Project Standard and Shells of cost code type WBS and Generic Update BP Record Description This method updates a record in Primavera Unifier Support This service is available at both Company Level and Project or Shell Level BPs of type non workflow Line Item type and can only update information on upper form Line items will be ignored Additionally the service is also available at Project or Shell Level for Cost Non Payment type Simple Text type and Document Type Basic and Advanced business process In these cases too the service can only update information on upper form Line items will be ignored Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Lev
73. all the Records of the BP Invoice lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getBPList lt _servicename gt lt projectNumber gt PROJ 001 lt projectNumber gt lt BPName gt BP Name lt BPName gt lt ulink gt Additional Information To get company level BP record information do not send projectNumber parameter If you send project number and the BP exists at company level then you will get an error that BP name is not correct To get Single Record BP you need a record number populated on to the record If you do not have a record number populated then getBPRecord will return back the structure of the BP 39 Integration Interface Guide If you cannot send filterCondition and filter values currently then it is recommended that these be set to null If you want to filter out the records that you want to retrieve then you can use this element If you want to include more than one filter condition then following this syntax lt _filterCondition gt fieldname value amp amp amp amp fieldname value lt _filterCondition gt Can add custom field clause through filters Example end_date 04 13 2005 amp amp amp amp record_no uas 1200 If condition value is string ex ABC Inc then value should be entered as follows lt _filterCondition gt Vendor Name ABC Inc lt _filterCondition gt Observe that the value has single quotes Only equ
74. alue remains unchecked Users can be created using the CreateOject WS method and the XML tag is a1 1owproxy To map the values for checkbox gt Ifuuu user proxy configorallowproxy is setto Yes then the Check box Do not allow Proxies in Proxy tab should be unchecked gt Ifuuu user proxy con figorallowproxy is setto No then the Check box Do not allow Proxies in Proxy tab should be checked Sample XML lt xml version 1 0 encoding 150 8859 1 gt uli sh lt au lt co lt S nk ortname U90All shortname gt theode gt 123123 lt authcode pyfromuserpref rencetemplate gt Lis rvicename createUs r lt servicename gt t wrapper gt us tit uuu uuu uuu uuu er gt user fax gt user pager gt user mobilephone gt user status gt 1 lt uuu user status user title gt user homephone gt data picker ps gt user workphone gt user loginname gt webservicesuser lt uuu user loginname gt user proxy config gt Yes lt uuu user proxy config le gt QA22 lt title gt uuu 126 lt lt lt lt lt lt lt uuu lt lt lt lt lt lt uuu lt uuu user dateformat 0 uuu user dateformat gt user email gt abcGskire com lt uuu user email user firstname gt ws1 lt uuu user firstname gt Me
75. ample Method getWBSCodes acme acme authcode P 00001 status active 15 Integration Interface Guide Sample XML Input lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getWBSCodes lt _servicename gt lt _projectnumber gt P 00001 projectnumber gt lt options gt lt status gt active lt status gt lt cost_type gt lt cost_type gt lt summary_detail gt lt summary_detail gt lt options gt lt ulink gt Sample Return XML lt xml version 1 0 encoding ISO 8859 1 gt lt List_Wrapper gt lt codestructure gt lt treemode gt true lt treemode gt lt segsize gt 1 lt segsize gt lt seperator gt lt seperator gt lt codestructure gt lt costcodes gt lt costcode gt lt wbscode gt Wbs1 lt wbscode gt lt wbsitem gt 02 12 2012 17 00 00 lt wbsitem gt lt costtype gt capital lt costtype gt lt status gt Active lt status gt lt wbscodeid gt 2 lt wbscodeid gt lt parentid gt 1 lt parentid gt lt indentlevel gt 1 lt indentlevel gt lt orderid gt 0 lt orderid gt lt costcode gt lt costcode gt lt wbscode gt Wbs2 lt wbscode gt lt wbsitem gt 02 12 2012 17 00 00 lt wbsitem gt lt costtype gt expense lt costtype gt 16 Methods lt status gt Active lt status gt lt wbscodeid gt 3 lt wbscodeid gt lt parentid gt 1 lt parentid gt lt indentlevel gt 1 lt indentlev
76. anc RWF Saint Helena Pound SHP Saudi Arabia Riyal SAR Serbian Dinar RSD Seychelles Rupee SCR Sierra Leone Leone SLL Singapore Dollar SGD Slovakia Koruna SKK Slovenia Tolar SIT Solomon Islands Dollar SBD Som KGS Somalia Shilling SOS South Africa Rand ZAR South Korea Won KRW South Sudanese Pound SSP Sri Lanka Rupee LKR Sudanese Dinar SDG Suriname Dollar SDG Sweden Krona SEK Switzerland Franc CHF Syria Pound SYP Taiwan New Dollar TWD Taka BDT Tala WST Tanzania Shilling TZS Thailand Baht THB Transnistria Moldova Leu MDL Trinidad and Tobago Dollar TTD Tunisia Dinar TND Turkmenistan Manat TMM 173 Integration Interface Guide Currency Name Currency Code Tuvalu Dollar TVD Uganda Shilling UGX Ukraine Hryvna UAH United States Dollar USD Uruguay Peso UYU Uzbekistan Som UZS Vatu VUV Venezuela Bolivar Fuerte VEF Vietnam Dong VND Yemen Rial YER Yen JPY Zambia Kwacha ZMK Zimbabwe Dollar ZWD 174 APPENDIX D APPENDIX D Return Values For all of the following methods the return object will be XMLObject XMLObject contains 3 string elements gt String Status Code see table below gt String Array error log indicating reason of failure gt String XML Contents a string contains XML values if a return value is expected XMLFileObject a file object that contains files as return value String S
77. annesburg 220 UTC 02 00 Damascus Asia Damascus 221 UTC 02 00 Istanbul Europe Istanbul 222 UTC 02 00 Tripoli Africa Tripoli 223 UTC 03 00 Amman Asia Amman 224 UTC 03 00 Kaliningrad Minsk Europe Kaliningrad 225 UTC 03 00 Kuwait Riyadh Asia Riyadh 230 UTC 03 00 Nairobi Africa Nairobi 164 APPENDIX B 231 UTC 04 00 Moscow St Petersburg Volgograd Europe Moscow 232 UTC 03 00 Baghdad Asia Baghdad 240 UTC 03 30 Tehran Asia Tehran 250 UTC 04 00 Abu Dhabi Muscat Asia Dubai 251 UTC 04 00 Baku Asia Baku 252 UTC 04 00 Port Louis Indian Mauritius 253 UTC 04 00 Tbilisi Asia Tbilisi 254 UTC 04 00 Yerevan Asia Yerevan 260 UTC 04 30 Kabul Asia Kabul 261 UTC 05 00 Ashgabat Tashkent Asia Tashkent 270 UTC 06 00 Yekaterinburg Asia Yekaterinburg 280 UTC 05 00 Islamabad Karachi Asia Karachi 290 UTC 05 30 Chennai Kolkata Mumbai New Delhi Asia Calcutta 300 UTC 06 00 Astana Asia Almaty 301 UTC 06 00 Dhaka Asia Dhaka 302 UTC 06 30 Yangon Rangoon Asia Rangoon 310 UTC 07 00 Bangkok Hanoi Jakarta Asia Bangkok 311 UTC 08 00 Krasnoyarsk Asia Krasnoyarsk 320 UTC 08 00 Perth Australia Perth 321 UTC 08 00 Beijing Chongqing Hong Kong Urumqi Asia Shanghai 322 UTC 08 00 Kuala Lumpur Singapore Asia Singapore 323 UTC 08 00 Taipei Asia Taipei 324 UTC 09 00 Irkutsk Asia Irkutsk 340 UTC 09 00 Seoul As
78. any company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Primavera Unifier If you want to create a BP record at Company level then pass null for this parameter BPName Identifier of the business process in Primavera Unifier for example Invoice This is case sensitive and should be the name as given in uDesigner BPXML identifier for BP content in XML format fileobjects Array of FileObjects each FileObject is made up of two components String filename this should be the same name as in the record data lt attachment filename tag and javax activation DataHandler as filestream Files can be sent as a single zipped file or individual files isZipFile Identifies if the file provided under the fileobjects tag is a zip file The value for this tag is yes or no Yes to allow zip file as an attachment Otherwise select No Note Only zip file format is acceptable When using zip file as an attachment you should attach one zip file at a time that includes a single attachment of each file in the zip file BPXML Elements The elements that include as part of BPXML parameters is dependent on the Integration interface design of your BP in uDesigner XML format can be exported downloaded from uDesigner Elements with direction marked as Input or Both will be part of XML format Note that elements lists should be send
79. any Level Yes Project and Shell Level No Prototype public XMLObject getRoleList String shortname String authcode String filterCondition 144 Methods Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string filtercondition Condition based on which list of roles can be filtered Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getRoleList acme acme authcode uuu role status Active Sample XML input Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getRoleList lt _servicename gt lt _filtercondition gt uuu_role_status Active lt _filtercondition gt lt ulink gt Additional Information Only one filter condition can be provided at a time Only operator available for filter condition will be Example If user wants to get a list of roles with status Active then filterCondition should be lt filterCondition gt uuu_role_status Active lt filterCondition gt If user wants to get a role with name Architect then filterCondition should be lt filterCondition gt uuu_role_name Architect lt filterCondition gt Create and or update Resource Description This method creates and updates Resource Manager Resources Support This method can only support creatin
80. ardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its af
81. as part of upper form data will be ignored by this API Attachment file cross references is not supported The reference sub element under attachments should always have the value No Adding attachments is optional If attachment elements are not provided then the API behaves exactly like addBPLineltem API This API is not compatible with non Java web services client platforms Total attachment size per request across all files is limited to 250 MB It is recommended that files are compressed into 1 zip file for submission to the API This service can be used for both Project Standard and Shells of cost code type WBS and Generic The following XML tag lt _refnum gt lt refnum gt should be added under BP line item tag lt bp lineitem gt lt bp_lineitem gt to support the ability to import the line items for General Spends and Payment Applications This service can be used to add lines to Payment Applications and General Spends type of business process When adding lines to Payment Applications type of business process existing lines if any will be removed and new lines will be added that are provided as part of the service call For General spends line will be appended like any other business process Adding Complete BP Line Item for Document type BP with Folder Structure You can add additional line items including a document into a particular folder in the Document Type BP with folder structure for an existing or new BP re
82. at capacity gt lt uuu resc sat capacity uuu resc thu capacity gt lt uuu resc thu capacity uuu resc tue capacity gt lt uuu resc tue capacity uuu resc wed capacity gt lt uuu resc wed capacity uuu user lastname gt last name uuu user lastname gt uuu user firstname first name uuu user firstname uuu user email uuu user email resource lt List_Wrapper gt lt ulink gt Additional Information _resource tag can repeat to create multiple resources Get Resource List Description This method gets a list of resources created at company level Support This method is only supported at company level Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Prototype public XMLObject getResourceList String shortname String authcode String filterCondition 147 Integration Interface Guide Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string filtercondition Condition based on which list of roles can be filtered Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getRoleList acme acme authcode uuu resc status Active Sample XML input Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servi
83. avera Unifier will check the uDesigner BP setup configuration for Cost Adjustment If this field has been set the line item amount is treated as YTB AFC and processed To add a line item to company level BP record then send null for projectNumber parameter If you send a project number for a BP that is at Company level then you will get an error that BP name is not correct This service can be used for both Project Standard and Shells of cost code type WBS and Generic The following XML tag lt _refnum gt lt refnum gt should be added under BP line item tag lt _bp_lineitem gt lt bp_lineitem gt to support the ability to import the line items for General Spends and Payment Applications This service can be used to add lines to Payment Applications and General Spends type of business process When adding lines to Payment Applications type of business process existing lines if any will be removed and new lines will be added that are provided as part of the service call For General spends line will be appended like any other business process 32 Methods Add Complete BP Line Item Description This method adds a BP line item to an existing business process record based on Integration design that has been defined in uDesigner For more information refer to uDesigner admin guide It allows multiple files to be attached to the BP line item This method can also be used to create new BP records with line items check LineXML elements
84. based on the type of BP and your design in uDesigner Following a list of elements that can be included as part of integration design in uDesigner and behavior when you include them Note that elements lists should be sent based on the type of BP for which you are creating a record Tag Name BP Type Description lt amount gt Cost Amount is a required field if you are sending line item information under bp lineitems You will see same value on Primavera Unifier 24 Methods Tag Name BP Type Description status Any a If BP uses a status field then you can send status tag b If the BP is a workflow based then the record will be created and will stay in the initial status that is valid User has to go through remaining workflow process C If itis non workflow based then the message can send a valid status and the record will take that status If there is only one status defined for the BP then by default that status will be picked even if user sends a wrong status value record no Any You can send record number by using this tag If you do not specify a record no tag as part of message then a new record will be created Primavera Unifier will assign a record number If you specify a record no then system will create a record with the given record number If the record number is a duplicate number then an error message will be send back as response If the record no is specified and if it does n
85. cename gt getResourceList lt _servicename gt lt _filtercondition gt uuu_resc_status Active lt _filtercondition gt lt ulink gt Additional Information Only one filter condition can be provided at a time Only operator available for filter condition will be Example If user wants to get a list of resources with status Active then filterCondition should be lt filterCondition gt uuu_resc_ status Active lt filterCondition gt 148 General instructions General instructions BP record Data Processing Rules Data Definition tags which have invalid value names will produce an error If the tag is not sent default value 0 is set if the type of the field is an integer Character fields check for length Amount tag where specified checks for valid amount For Cost type BP s WBS code must be there For cost BP s if the status tag is not given Primavera Unifier scans to check if the BP has only one status value If it has only one Primavera Unifier will assume it as the default value for this record If Primavera Unifier finds more than one status value an error is reported Error checking is currently supported for Cost BP s only Data element of type Pull down will always take label value when a message is sent to Primavera Unifier For Business process that involved fund information FBS code will be validated Any transaction against inactive WBS code will be rejected If a business process form has dyna
86. cord gt The tag folder path specifies the path of the folder for the line item This tag already exists in the current input XML for Document Type BP with folder structure gt The folder path folder path contains the names of the folders Ifthe folders mentioned in the folder path do not exist then the folders are created and the line items are added to the last folder mentioned in the folder path If the folder names already exist then the line items are created under the last folder mentioned in the path gt The Input integration XML contains the tags as part of bp lineitems elements gt The syntax of the entry for the folder path field is lt Folder Name1 gt gt If you create the line items under the root node then the valid inputs within the tag are either or blank gt If the folder path is blank then the line item is created at the root node Attachments and the folder name will be Attachments gt If the line items have attachments in the lt attachment elements then the line items are added to the respective folder 36 Methods When the folders are being created through Web Services the validations in web interface of Unifier are completed during the naming of the folders You can enter non ASCII characters as folder names For example you can enter Chinese characters as folder names in the folder path Get BP Record Description This method gets a specific Business
87. cord BP Record Exists If you send a message for single record BP and a record already exists then Primavera Unifier will not send back and error but if you send an invalid record number then Primavera Unifier will send back an error Record does not exist If you send a message for single record BP and a record does not exist then Primavera Unifier will create a record for you If the BP type is of Line item then any line items included in the message will be added to the BP record If the BP type is of Simple then any line items added as part of message will be ignored If your BP has uuu creation date then it will be populated when you send a message If your Cost BP has fund related information then you have to send Fund code details If you are using multi segment fund code then send the code segments with delimiters Ex Fundseg1 Fundseg2 Fundseg3 The fund information send as part of Cost BP will be rolled up to Funding Sheet or Cost Sheet All data element values provided as part of integration message will be validated against the action form selected as part of design in uDesigner Validation includes required field form validation etc If the action form used for validation is auto populating values from a Business Process picker then system will auto populate these values if a valid value is provided for that Business Process Picker Attachments can be added to upper form and line items and multiple records Files can be s
88. ct is described in Appendix D of this document Message will contain new Shell Number and Shell Name that is created within Primavera Unifier Sample Method createShell acme acme authcode Proj 0001 XML Content gt 111 Integration Interface Guide Sample XML List Wrapper gt shell gt lt all data elements added by user in shell integration interface definition This includes shell name shell number etc gt lt _moduleoptions gt lt copyModules gt no lt copyModules gt lt defaultCurrency gt USD lt defaultCurrency gt lt moduleoptions gt lt _shell gt lt List_Wrapper gt Note If you do not provide values for elements that are not required then the values from template will be used to create new shell Additional Information User will be allowed to create shells of type WBS and Generic For more information out types of shells refer to uDesigner Guide User will be able to pass in a value for Location Picker element while creating shell instance All other validation while creating shell instance manually will be honored through Integration viz required fields duplicate shell id etc Users will be allowed to create multiple shells using this service call If creation of one shell fails then entire transaction will be rolled back All shells created will be based on same template Shell currency will be based on the template Update Shell Description This meth
89. d to the shell membership after checking for license restrictions 132 Methods Planning Manager Methods Get Planning Item Record Description This method gets a specific Planning Item record in Primavera Unifier This works for both company level and project or shell level Planning Items Support This process supports all type of Planning Items Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Prototype public XMLObject getPlanningltem String shortname String authcode string projectNumber String BPName String planning Item Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Primavera Unifier Pass null for Company Level Planning Items BPName identifier of the planning item type in Primavera Unifier for example Capital Projects planningltem identifier of the planning item example Tower Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getPlanningltem acme acme authcode proj 01 Capital Projects Tower will return the XML Record of the Planning Item 133 Integration Interface Guide Additional Information If the planningltem is left blank or invalid planningltem then the method will returns the Planning
90. dNumber gt lt List Wrapper gt lt bp gt lt record no gt ul 0022 lt record no gt lt title gt Test custom with 8 special care lt title gt lt due date gt lt end date gt lt status gt Pending lt status gt lt amount gt 166 0 lt amount gt short desc gt Test custom 8 and more short desc otherCompanyID lt recordDate gt lt _attachment gt lt file_name gt Specs_PDF_1 pdf lt file_name gt lt title gt Specifications lt title gt lt revision_no gt lt revision_no gt lt issue_date gt lt issue_date gt lt file_size gt lt file_size gt lt version gt lt version gt lt reference gt No lt reference gt lt _attachment gt lt _bp gt lt List_Wrapper gt lt ulink gt Additional Information BPXML Elements Elements are based on BP design So in order to use this method user has to first use getBPRecord service getBPRecord service will provide user with valid XML elements that are part of BP design If you want to update record for a BP at company level then do not pass projectnumber parameter If you send invalid projectnumber then you will get an error record no tag as part of lt bp element is required while send updateBPRecord message Attachments can be added only to the upper form Files can be sent as a single zipped file or individual files for the complete transaction record the same file can be referenced multiple times in the same transaction However files contained
91. der Cost Attribute data definition Return Value XMLObject XMLObject is described in Appendix D of this document Sample XML Data Creates two WBS codes 12 Methods lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createW BS lt _servicename gt lt _projectNumber gt proj001 lt _projectNumber gt lt List_wrapper gt lt _bp_wbscode gt wbs code 0 08600 wbs code lt wbs_item gt New WBS Code 1 wbs item lt description gt New WBS Code 1 lt description gt lt costattribute gt lt costattribute gt lt external refid gt lt external refid gt lt owner gt lt owner gt lt status gt Active lt status gt cost type gt Expensec lt cost type bp wbscode lt bp wbscode gt wbs code gt 00 08700 lt wbs code lt wbs_item gt New WBS Code 2 wbs item lt description gt New WBS Code 2 lt description gt lt costattribute gt lt costattribute gt lt external refid gt lt external refid gt lt owner gt lt owner gt lt status gt Active lt status gt cost type Expense cost type bp wbscode List wrapper lt ulink gt T3 Integration Interface Guide Creates WBS code with a tree structure lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createW BS lt _servicename gt lt projectNumber gt proj001 lt
92. des and pickers with Primavera Unifier All users should read this guide Integration Documentation Title Description Primavera Unifier Integration Interface Describes the methods required for the Guide integration and the data being passed between Primavera Unifier and an external system Anyone who wants to develop applications which interact with Primavera Unifier should read this guide Distributing Information to the Team You can copy the online documentation to a network drive for access by project participants Each team member can then view or print those portions that specifically relate to his or her role in the organization 185 Integration Interface Guide Where to Get Training To access comprehensive training for all Primavera products go to http education oracle com Oracle Learning Library The Oracle Learning Library OLL provides online learning content covering Primavera products Content includes whitepapers videos tutorials articles demos step by step instructions to accomplish specific tasks and self paced interactive learning modules To access the learning library s Primavera content go to http www oracle com oll primavera Where to Get Support If you have a question about using Oracle products that you or your network administrator cannot resolve with information in the documentation or help click http support oracle com This page provides the latest i
93. dnames String filterCondition String filterValues 38 Methods Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber identifier of the project or shell in Primavera Unifier BPName identifier of the business process in Primavera Unifier for example Invoice fieldnames names of the elements in the BP that you want to retrieve this is an optional parameter If not specified all elements will be returned Currently this parameter is not supported through Web services filterCondition a list of supported condition this is an optional parameter If not specified no conditions will be applied Field names that you enter as filterCondition should match with the elements that you have selected while designing Integration Interface in uDesigner filterValues a list of values depending on the filter conditions Currently this parameter is not supported through Web services fieldnames Values that you are going to send through fieldnames parameter are dependent on your BP design Only those filed can send through fieldnames that are part of your BP design You can send a name from line item list Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getBPList acme acme_authcode proj 01 Invoice null null null will return the XML List of
94. dows 64 bit or on Linux operating systems for Single Sign On SSO The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Connecting Oracle Enterprise Manager to Primavera Unifier Metrics Provides instructions on how to enable Enterprise Manager to display certain Primavera Unifier metrics The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Connecting Oracle Identity Manager 11g to Primavera Unifier Guides administrators in configuring Oracle Identity Manager OIM to be used with Primavera Unifier The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide 183 Integration Interface Guide Title Connecting the Content Repository to Primavera Unifier Description Provides instructions on how to gt Configure Oracle WebCenter Content Core Capabilities after you install it gt Configure Microsoft SharePoint after you install it gt Configure CMIS compliant repositories after you install one gt Configure the Primavera Unifier File Repository Set your content repository settings in Primavera Unifier to connect to your content repository The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read th
95. ds_category gt lt quantity gt 1 0 lt quantity gt lt unit_of_measure gt wk lt unit_of_measure gt lt unit_cost gt 10000 0 lt unit_cost gt lt amount gt 10000 0 lt amount gt lt column gt lt List_Wrapper gt Additional Information Following are the failure reasons and description Reason Description Column is not valid Invalid Column Name Column is not manual Column is not defined as manual entry If the cost sheet column entry method is Line Item Content then this web service call will only return lines for WBS Code which has valid lines For example if there are 2 WBS Codes on cost sheet and one has line item content and other does not then only WBS Code with line item content will be returned If the cost sheet column entry method is Direct Entry then this web service call will return a line for a WBS Code even if there is no data manually entered against that WBS Code in project or shell cost sheet For example if there are 2 WBS Codes on cost sheet and one has a value entered directly on cost sheet and other does not have any value even then this service call will return 2 lines one for each WBS Code Following are the elements that will be returned as part of each WBS Code 72 Methods wbs code wbs code short description gt Direct Entry Line Item lt short description gt long description long description work package gt lt work package spends cat
96. e honored while creating new records through web services Once record is created detail form will be in Finish Editing mode Data will be rolled up to the corresponding manager sheet Data Element which is based on data definition viz SYS Numeric Logical Datasource SYS Date Logical Datasource SYS Business Process Datasource and SYS Project Cost Datasource will not be available as part of Integration This service can be used for both Project Standard and Shells of cost code type WBS and Generic 118 Methods Update Records in Code amp Records based Generic Manager Description This method updates records under a generic manager class This applies only to code amp records based generic managers Support This applies to code amp records based generic managers at Company and Project or Shell levels Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Program Level No Prototype public XMLObject updateConfigurableModuleRecord String shortname String authcode String projectNumber String CMCode String ClassName String copyFromRecord String recordXML Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string projectNumber Identifier of project or shell in Primavera Unifier Value can be left empty ignored if specified CM is a company level manag
97. e Method updateScheduleActivities acme acme_authcode Proj 0001 Schedule Sheet 001 lt XML Content gt Sample XML Data lt list_wrapper gt complete xml of primavera P5 or P6 starting with lt BusinessObjects gt list wrapper Additional Information You must perform appropriate data mapping setups on the target schedule sheet This includes mapping Primavera Unifier Schedule Sheet columns to Primavera XML elements and setting appropriate XML Import options This method will insert update activities into any project or shell schedule sheet It will not overwrite existing activities in the schedule sheet The method will utilize the data mapping setup to update only those elements that are mapped The method errors out if the data mapping option does not allow merge Activities are uniquely identified within Primavera by the Globally Unique Id lt GUID gt The GUID is assumed to be unique not just within Primavera but across all products including Primavera Unifier Resource assignments will be imported inserted updated if the Import Resource Assignments checkbox is selected Resource assignments will be matched by Resource Name This service can be used for both Project Standard and Shells of cost code type WBS Update Schedule Sheet Activities V2 from Oracle amp Primavera P6 XML Description This method will insert update activities into any project or shell schedule sheet It wil
98. e the level from which this merge should start gt EXAMPLE In the above example if a user specifies 2 then system will start from level 2 and merge ON DA and DA03 So after the merge the WBS Code build by import program will be 5 ONDADA03 F350 U11 095 ABC20 CAct04 ActivityFileName Name of the file that contains the activity and resource information Please refer to files tag SpreadFileName Name of the activity spread file name Please refer to files tag Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createScheduleActivitiesV2 acme acme_authcode Proj 0001 Schedule Sheet 001 lt XML Content gt yes lt scheduleoptions gt files 90 Sample XML Data Methods lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt servicename createScheduleActivitiesFromFileV2 servicename lt _projectNumber gt Prj 001 lt _projectNumber gt lt sheetname gt Schedule Sheet 001 lt _sheetname gt lt _zipfile gt P0165 10TEST zip lt _zipfile gt lt _iszipfile gt yes lt _iszipfile gt lt scheduleOptions gt lt MapName gt map name lt MapName gt lt Activityldentifier gt ld lt Activityldentifier gt lt WBS StartMergeFrom gt start merge from number lt WBS StartMergeFrom gt WBS NoOfLevelsToMerge levels to merge num lt WBS_NoOfLevelsToMerge gt lt ActivityDeletion gt Confirm lt ActivityDelet
99. ecord This service can be used for both Shells of cost code type WBS and Generic XML tags under space element are based on the integration interface definition of space form To upate a space record in Unifier value under uuu sp level picker gt and data element based on data definition Sys Space Name will be used as identifier Get Space List Description This method will get a list of space record from Unifier This works only for project or shell level Support Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes 141 Integration Interface Guide Prototype public XMLObject getSpaceList String shortname String authcode string projectNumber Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Unifier Return Value XMLObject XMLObject is described at the beginning of this document Sample Method getSpaceList acme acme authcode proj 01 will return the XML Record of the Level records Sample INPUT Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt servicename getSpaceList servicename gt lt projectNumber gt proj 01 lt projectNumber gt lt ulink gt Sample Output Data lt _space
100. ect createWBS String shortname String authcode string projectNumber String WBSXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber identifier of the project or a shell in Primavera Unifier WBSXML identifier used for WBS creation XML format WBSXML Elements The following is a list of elements that are supported while creating WBS code Any other codes that are defined as part of Cost Attribute form will be supported except User and BP Picker Parameter Description status Status is not a required tag when you are sending createWBS message But if you include this tag then following are the valid values Active Code will be created with Active status Inactive Code will be created with Inactive status If you do not send this tag then code will be created without any status which is equivalent to Inactive status cost type This is not a required tag when you are sending createWBS message But if you include this tag then following are the valid values Capital To create WBS of type Capital Expense To create WBS of type Expense If you do not send this tag then code will be created with Capital as Cost Type lt costattribute gt This is not a required tag when you are sending createWBS message But if you include this tag then send data that is defined as values un
101. edcompletion gt 05 05 2009 lt revisedcompletion gt lt designcomplete gt 10 0 lt designcomplete gt lt constrcomplete gt 10 0 lt constrcomplete gt lt notes gt testing integration with address info lt notes gt lt projectphase gt Planning lt projectphase gt lt location gt address lt address1 gt 111 Independence Drive lt address1 gt lt address2 gt lt address2 gt lt city gt Menlo Park lt city gt lt state gt California lt state gt lt zip gt 95321 lt zip gt lt country gt United States lt country gt lt phone gt 222 222 2222 lt phone gt lt fax gt 555 555 5555 lt fax gt lt addresstype gt Project Address lt addresstype gt lt address gt lt address gt lt address1 gt 111 Independence Drive lt address1 gt lt address2 gt lt address2 gt lt city gt Menlo Park lt city gt lt state gt California lt state gt lt zip gt 95321 lt zip gt lt country gt United States lt country gt lt phone gt 222 222 2222 lt phone gt lt fax gt 555 555 5555 lt fax gt lt addresstype gt Billing lt addresstype gt lt address gt lt location gt lt options gt lt copyModules gt no lt copyModules gt lt projectCurrency gt USD lt projectCurrency gt lt options gt lt project_info gt lt List_Wrapper gt Additional Information If a new project is created by copying from a Template or another existing Project then users and groups will be copied by default along with permissions
102. egory gt lt spends category gt lt guantity gt 1 0 lt guantity gt lt unit of measure gt lt unit of measure gt lt unit cost gt 0 0 lt unit cost gt lt amount gt 0 0 lt amount gt Observe that short description element will automatically get a value Direct Entry Line Item This is to indicate that the value was entered directly on cost sheet This service can be used on Project Standard and Shells of cost code type WBS Update Column Data Description This method updates data of a project or shells cost code type WBS cost sheet column This method replaces entire data Support This method can only support for project or shell level cost sheet column that is defined as Manual Entry Method This column does not support Assigned Budget column This method does not support incremental or delta changes to a column Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Program Level No Prototype public XMLObject updateColumnData String shortname String authcode string projectNumber String ColumnName String DataXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Primavera Unifier 73 Integration Interface Guide Parameter Description columnName Identifier
103. el Yes 40 Methods Prototype public XMLObject updateBPRecord String shortname String authcode String projectNumber String BPName String BPXML Parameters Parameter Description shortname identifier of the company company s short name Authcode authentication key for the company in text string projectNumbe Identifier of the project or shell in Primavera Unifier r BPName Identifier of the BP BPXML Content of the BP that needs to be updated Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateBPRecord acme acme authcode Proj 0001 Blanket PO lt XML Content gt Sample XML Data for XML Content lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt updateBPRecord lt _servicename gt lt _projectNumber gt PROJ 001 lt _projectNumber gt lt BPName gt BP Name lt _BPName gt lt List Wrapper gt lt bp gt record no gt BPO 0000 lt record no title My First BPO Integration lt title gt status Approved status description Testing Integration lt description gt discipline discipline lt deliverymethods gt 1 lt deliverymethods gt lt _bp gt lt List_Wrapper gt lt ulink gt Additional Information BPXML Elements Elements are based on BP design So in order to use this method user has to first use getBP
104. el gt lt orderid gt 1 lt orderid gt lt costcode gt lt costcode gt lt wbscode gt Wbs2 1 lt wbscode gt lt wbsitem gt 02 12 2012 17 00 00 lt wbsitem gt lt costtype gt expense lt costtype gt lt status gt Active lt status gt lt wbscodeid gt 4 lt wbscodeid gt lt parentid gt 3 lt parentid gt lt indentlevel gt 2 lt indentlevel gt lt orderid gt 2 lt orderid gt lt costcode gt lt costcode gt lt wbscode gt Wbs3 lt wbscode gt lt wbsitem gt 02 12 2012 17 00 00 lt wbsitem gt lt costtype gt capital lt costtype gt lt status gt Active lt status gt lt wbscodeid gt 5 lt wbscodeid gt lt parentid gt 1 lt parentid gt lt indentlevel gt 1 lt indentlevel gt lt orderid gt 3 lt orderid gt lt costcode gt lt costcodes gt lt List Wrapper gt 17 Integration Interface Guide Business Process BP Methods Create BP Record Description This method can be used to create new business process records in Primavera Unifier based on Integration design that has been defined in uDesigner For more information refer to uDesigner Administrator Guide If you want to create a BP record with line item information then you should use this service If this is a cost related BP line items will be rolled up to the cost sheet Support This process supports all type of BPs Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Protot
105. eld has been set the line item amount is treated as YTB AFC and processed Single Record BP Record Exists If you send a message for single record BP and a record already exists then Primavera Unifier will not send back and error but if you send an invalid record number then Primavera Unifier will send back an error Record does not exist If you send a message for single record BP and a record does not exist then Primavera Unifier will create a record for you If the BP type is of Line item then any line items included in the message will be added to the BP record If the BP type is of Simple then any line items added as part of message will be ignored If your BP has uuu creation date then it will be populated when you send a message If your Cost BP has fund related information then you have to send Fund code details If you are using multi segment fund code then send the code segments with delimiters 22 Methods Ex Fundseg1 Fundseg2 Fundseg3 The fund information send as part of Cost BP will be rolled up to Funding Sheet or Cost Sheet You cannot send fund related information for Cost Type BPs such as General Spends and Payment Applications All data element values provided as part of integration message will be validated against the action form selected as part of design in uDesigner Validation includes required field form validation etc The following XML tag lt _refnum gt lt refnum gt should be added under BP line
106. ement including formulas added to Report Data Elements tab window This list will also show columns that are marked hidden Observe that child elements of report header are marked c1 c2 c3 c1 represents column 1 c2 represents column 2 of the user defined report and are listed in order they are defined in report definition Value of the element will be the column header defined in report definition report row is the child element of report element This element will list data related to all columns that are listed under report header Number of elements under report row will be same as the number of elements under report header Observe that child elements of report row are similar to that of report header C1 representing column 1 c2 representing column 2 etc Value of the element will be the data retrieved by user defined report report row will list each row of report output so it will be repeated as many times as number of rows retrieved by the report Sample 2 Tabular UDR with Group by 77 Integration Interface Guide report report header lt c1 gt Record No lt c1 gt lt c2 gt Send For lt c2 gt lt c3 gt Allowed Duration lt c3 gt lt c4 gt Workflow Status lt c4 gt lt c5 gt Start Date lt c5 gt lt c6 gt Amount lt c6 gt lt report_header gt lt report_row gt lt c1 gt Approved lt c1 gt lt report_row gt lt report_row gt lt c1 gt ucli 0001 lt c1 gt
107. ename gt lt _projectNumber gt PRJ 0001 lt _projectNumber gt lt BPName gt base commit business process name lt _BPName gt lt recordNumber gt record number lt _recordNumber gt lt ulink gt Sample XML Return Data lt List Wrapper gt lt SOV gt SOV header lt c1 gt Ref lt c1 gt lt c2 gt Description lt c2 gt lt c3 gt WBS Code lt c3 gt lt c4 gt Breakdown lt c4 gt lt c5 gt Scheduled Value lt c5 gt lt this section will also include all other columns that are defined on the SOV sheet gt lt SOV_header gt lt SOV_row gt lt c1 gt 1 lt c1 gt c2 Accountingcode c2 lt C3 gt 2 lt c3 gt c4 gt lt c5 gt 20 0 lt c5 gt lt SOV_row gt lt SOV_row gt c1 c2 gt lt C3 gt 1 lt c3 gt lt c4 gt breakdown 1 lt c4 gt lt c5 gt 0 0 lt c5 gt lt SOV_row gt lt SOV gt lt List_Wrapper gt Additional Information getSOV can be used to get the SOV for General Spends and Payment Applications Tags under lt SOV_header gt parent tag will change if the SOV is group by commit codes or individual line items User Administration Methods Create User Description This public method will allow users to create one or more company users 124 Note If you access Unifier through OIM you will not be able to create Methods user Support Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Pr
108. ent as a single zipped file or individual files for the complete transaction record the same file can be referenced multiple times in the same transaction However files contained in the zip file should still be described by separate attachment elements This API requires Integration Design to be published in uDesigner for the business process Attachment file cross references is not supported The reference sub element under attachments should always have the value No Adding attachments is optional If attachment elements are not provided then the API behaves exactly like createBPRecord API This API is not compatible with non Java web services client platforms Total attachment size per request across all files is limited to 250 MB It is recommended that files are compressed into 1 zip file for submission to the API This service can be used for both Project Standard and Shells of cost code type WBS and Generic The following XML tag lt _refnum gt lt refnum gt should be added under BP line item tag lt bp lineitem gt bp lineitem gt to support the ability to import the line items for General Spends and Payment Applications 27 Integration Interface Guide Creating Complete BP Record for Document type BP with Folder Structure The Web Services calls support creating new records and allows users to include the line items assigned to a particular folder gt The tag folder path specifies the path of the fold
109. er CMCode Identify CM CM1 CM2 ClassName Name of the class Buildings IT Equipments etc copyFromRecord Can be left empty if not copying from another record recordXML Content of the record that needs to be created This is based on Integration interface design for class in uDesigner Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateConfigurableModuleRecord acme acme authcode Buildings CM5 Electrical XML 119 Integration Interface Guide Sample XML Return Data List Wrapper gt lt bp lt uuu cm5 name gt status gt lt _bp gt lt List_wrapper gt Additional Information Same logic while creating new records from UI will be used while creating a record from integration This includes validation logic setting status etc All validations on detail form including required fields and user defined form validations will be honored while creating new records through web services Once record is created detail form will be in Finish Editing mode Data will be rolled up to the corresponding manager sheet Data Element which is based on data definition viz SYS Numeric Logical Datasource SYS Date Logical Datasource SYS Business Process Datasource and SYS Project Cost Datasource will not be available as part of Integration This service can be used for both Project Standard and
110. er for the line item This tag already exists in the current input XML for Document Type BP with folder structure The folder path folder path contains the names of the folders Ifthe folders mentioned in the folder path do not exist then the folders are created and the line items are added to the last folder mentioned in the folder path If the folder names already exist then the line items are created under the last folder mentioned in the path The Input integration XML contains the tags as part of bp lineitems elements The syntax of the entry for the folder path field is lt Folder Name1 gt If you create the line items under the root node then the valid inputs within the tag are either or blank If the folder path is blank then the line item is created at the root node Attachments and the folder name will be Attachments If the line items have attachments in the attachment elements then the line items are added to the respective folder When the folders are being created through Web Services the validations in web interface of Unifier are completed during the naming of the folders You can enter non ASCII characters as folder names For example you can enter Chinese characters as folder names in the folder path Sample XML Data lt xml version 1 0 encoding UTF 8 standalone no gt lt ulink gt lt shortname U90All shortname gt lt servicename CreateComp
111. er of the project or shell in Unifier spacetype Identifier of the space type spaceXML XML that contains information related to space that is getting updated Return Value XMLObject XMLObject is described at the beginning of this document Sample Method updateSpace acme acme authcode proj 01 Useable Spaces spaceXML will return the XML Record of the Level updated 140 Sample INPUT Data Methods lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt updateSpace lt _servicename gt lt projectNumber proj 01 projectNumber gt lt spacetype gt Useable Spaces spacetype gt lt List wrapper gt lt space uuu sp level picker gt Floor 1 lt uuu sp level picker gt lt space sp space name gt Room 1 lt space sp space name gt space usable space type gt lt space usable space type uuu sp area gt 200 lt uuu sp area uuu sp uom gt Sg ft lt uuu sp uom space lt _space gt lt uuu sp level picker gt Floor 1 lt uuu sp level picker gt space sp space name gt Room 2 space sp space name space usable space type gt lt space usable space type uuu sp area 200 uuu sp area uuu sp uom gt Sg ft lt uuu sp uom space List wrapper lt ulink gt Additional Information Multiple spaces can be updated by repeating lt _level gt for each space r
112. es as number of rows retrieved by the report Observe that there is another report row showing subtotal This will show if report is defined to show sub total Sample 4 Tabular UDR with Count This is similar to Sample 5 Sample 5 Cross Tab UDR User will be allowed to mark a Cross Tab type report for integration Following is sample XML format report report header lt c1 gt Record No lt c1 gt lt c2 gt Approved lt c2 gt lt c3 gt Pending lt c3 gt lt c4 gt Rejected lt c4 gt lt c5 gt Closed lt c5 gt lt report_header gt lt report_row gt lt c1 gt ucli 0001 lt c1 gt lt C2 gt 123456 78 lt c2 gt lt c3 gt 123456 78 lt c3 gt lt c4 gt 123456 78 lt c4 gt lt c5 gt 123456 78 lt c5 gt lt report row lt report roW gt lt c1 gt ucli 0002 lt c1 gt lt C2 gt 123456 78 lt c2 gt lt c3 gt 123456 78 lt c3 gt lt c4 gt 123456 78 lt c4 gt lt c5 gt 123456 78 lt c5 gt lt report row lt report gt report headers is the first level child element of report element Column 1 in this scenario will be the header name of 1 Column selected in the report design Column 2 to Column n will be based on Body Columns Data Element that is selected as part of report design report rows is the child element of report element 81 Integration Interface Guide This element will be showing data from the rows generated by report output Number of elements under
113. etail form will be updated as part of web services call Once asset is created asset detail form will be in Finish Editing mode and data including depreciation information will be rolled up to asset class sheets asset summary sheet and accounts sheet Data Element which is based on data definition viz SYS Numeric Logical Datasource SYS Date Logical Datasource SYS Business Process Datasource and SYS Project Cost Datasource will not be available as part of Integration Following data element are only available as part of createAsset Asset Code and Asset Navigation Code These two data elements are built automatically based on the definition Net Book Value Cumulative Depreciation Current Period Depreciation and Calculations as of Calculated based on asset depreciation setup 84 Methods Schedule Manager Methods Create Schedule Sheet Activities from Primavera P5 and P6 XML Description This method creates activities into an existing Primavera Unifier project or shell cost code type WBS level schedule sheet using default data mapping Support This method can only support creation of activities in project or shell cost code type WBS level schedule sheets Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Program Level No Prototype public XMLObject createScheduleActivities String shortname String authcode String projectNumber String scheduleSheet St
114. f host Level Yes or No Company Level No Project and Shell Level Yes Program Level No Prototype public XMLObject getScheduleSheetList String shortname String authcode String projectnumber String options Parameters Parameter Description shortname Identifier of the company company s short name authcode Authentication code for the company in text string projectnumber Identifier of project or shell in Unter options This parameter allows the user to filter the list based on the following status select a status of Active or Inactive If no status is provided then all sheets are returned main sheet Set to true or false in order to specifiy if the master sheet is to only be returned Setting true will return only the master schedule filter condition two filter conditions are available name and sheet lock The name is the name of the sheet and sheet lock can have a value of true or false in order to only return locked schedule sheets Return Value XMLObject XMLObject is described in Appendix D of this document Message will return list of Schedule Sheets based on filter condition 106 Sample Method getScheduleSheetList acme acme authcode P 000001 status Active Sample XML Input Methods lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getScheduleSheetList lt
115. f the user Cellphone Cell phone number of the user Pager Pager of the user Status Status of the user Return value can be gt 1for Active gt O for Inactive gt 2 for On Hold Title Title of the user Createdate Creation date of the user Timezone Timezone information of the user Return value can be a number from Time Zone list Please check Appendix for Time Zone information Dateformat Dateformat information of the user Return value can be a number from Date Format list Please check Appendix for Date Format information Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getObjectList user null null null 59 Integration Interface Guide Sample XML Data lt ulink gt lt _shortname gt shortname lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getObjectList lt _servicename gt lt _objectNamesproject_info lt _objectName gt lt _fieldnamelist gt lt _fieldName gt projectnumber lt _fieldName gt lt _fieldName gt projectname lt _fieldName gt lt _fieldnamelist gt lt _filterCondition gt status lt _filterCondition gt lt _filtervaluelist gt lt _filterValues gt Active lt _filterValues gt lt _filtervaluelist gt lt ulink gt Additional Information If you cannot send filterCondition and filter values currently then it is recommended that these be set to null filterCondition a
116. filiates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services 190
117. format Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createObject acme acme authcode user info lt XML Content objectXML Elements Tag Name Required Description Valid values lt user info gt Yes Base tag for new user data lt username gt Yes User name that is going to be used by user to sign in to Primavera Unifier password Yes User s password lt firstname gt No First name of the user lt lastname gt No Last name of the user lt title gt No Title information lt email gt No Email of the user lt workphone gt No Work phone number of the user lt homephone gt No Home phone number of the user lt fax gt No Fax number of the user lt cellphone gt No Cell phone number of the user lt pager gt No Pager number of the user lt status gt No Status of the newly created Active 1 user Inactive 0 Active Inactive On Hold On Hold 2 54 Methods Tag Name timezone Required Description No Time zone of the user Valid values Please refer to Appendix Time zone section for time zone data You have to send the data from value column Ex for time zone GMT 11 00 Samoa Standard Time Samoa send 10 lt dateformat gt No User preference date format Please refer to Appendix gt Date Format section You have to send the data from value column Ex for MM
118. g and updating Resources at the company level Installation ASP and Self host 145 Integration Interface Guide Level Yes or No Company Level Yes Project and Shell Level No Prototype public XMLObject createUpdateResource String shortname String authcode String resourceXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string resourceXML Information of the resource s that will be created and or updated Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createUpdateResource acme 146 acme authcode XML Sample XML input Data Methods lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createUpdateResource lt _servicename gt lt list_wrapper gt lt _resource gt lt uuu_resc_name gt Resource Name lt uuu_resc_name gt uuu resc code uuu resc code uuu resc status uuu resc status uuu resc proficiency uuu resc proficiency uuu description gt lt uuu description uuu resc Ccapacity gt lt uuu resc capacity uuu resc Skill gt lt uuu resc skill uuu resc sun capacity gt lt uuu resc sun capacity uuu resc mon capacity gt lt uuu resc mon capacity uuu resc fri capacity gt lt uuu resc fri capacity uuu resc s
119. g is used is explained in Web Service Methods section As shown in Fig 7 a data mapping can be marked to override existing data or merge existing data Based on the web services call and business need appropriate option must be selected 155 Integration Interface Guide Associate WBS Codes with Activities In an Oracle Primavera Project Activities are grouped together by WBB Codes Following is a sample project data 7 Layout Classic WBS Layout Filter All Activities Activity Name Activity ID P 00050 EV C OB 5 0N DA LNG Facilties P 00050 EV C OB 5 0N DA DA03 LNG Shared Facilties P 00050 EV C 0B 5 0N DA DA03 F350 U11 095 ABC20 Contractor Engineering 8 PM Te RENE Modelling BO 90 1 00 A1180 ISOs Complete 41200 ISOs 41190 GA 41170 In this sample observe that Activities A1160 A1180 are under a WBS Code built by a sequence of codes 5 Execute ON Onshore DA LNG Facilities and so on In this sample activity A1160 Plot Plan is associated with WBS Code 5 ON DA DA03 F350 U11 095 ABC20 CAct04 XML file that gets generated by Primavera does not include the entire string of WBS Code 5 ON DA DA03 F350 U11 095 ABC20 CAct04 with all segments XML structure is built based on a parent child WBS segments So Activity A1160 only has reference to its immediate parent segment which in this example is CAct04 CAct04 segment will have a reference to ABC20 segment ABC20 has reference to 095 and so on To associate an
120. g is a list of elements that can be added as part of integration design and their behavior when you include them Note that elements lists should be send based on the type of BP for which you are creating a record Tag Name BP Type Description amount Cost Amount is a required field if you are sending line item information under bp lineitems You will see same value on Primavera Unifier record no Any You can send record number by using this tag If you do not specify a record no tag as part of message then a new record will be created with the line item information that is provided as part of ItemXML If you specify a record no then system will add new line item s based on the data provided as part of ItemXML If the record no is specified and if it does not exists then a new record will be created with the line item information that is provided as part of ItemXML status Any You can send record status by using this tag This tag is valid only for multi record BPs If the record no is specified and if it does not exists then a new record will be created with the line item information that is provided as part of ItemXML If the BP is a workflow based then the record will be created and will be created and will stay in the initial status that is valid User has to go through remaining workflow process If itis a non workflow based then the message can send a valid status and the record will take that status If the
121. gration settings for default workflow link id not set 662 Integration setting for default workflow or creator or BP not set 663 Status field value is not correct 664 Create Project failed because 665 Data values for field tag 690 Only Lineitem non workflow BPs supported 691 Rule engine 692 Cannot create multiple records for single record BP 176 APPENDIX D String Status Code Description 693 Cannot create workflow process 694 Project Name can only contain the following characters alphanumeric spaces and j _ amp lt gt 695 Project Number can only contain the following characters alphanumeric and characters are allowed 701 Invalid Column Name 702 Column is not defined as manual entry 703 Administrator is inactive Cannot create column data 704 Duplicate Column Name 705 Update Column Data failed because 706 Get Column Data failed because 707 Cost sheet does not exist 708 Unable to run report Contact System Administrator 709 Report name is not valid Check if report exists or is enabled for Integration 710 Cannot create Asset type BP record using createBPRecord interface 711 Invalid sheet name 712 Import of Schedule activities failed reason 713 Schedule sheet name is not valid 714 Schedule sheet cannot be created reason XML Import property is set to merge into existing schedule 715 Schedule
122. ia Pound SYP APPENDIX B 161 Integration Interface Guide Taiwan New Dollar TWD Tajikistan Somoni TJS Taka BDT Tala WST Tanzania Shilling TZS Thailand Baht THB Transnistria Moldova Leu MDL Trinidad and Tobago Dollar TTD Tunisia Dinar TND Turkmenistan Manat TMM Tuvalu Dollar TVD Uganda Shilling UGX Ukraine Hryvna UAH United States Dollar USD Uruguay Peso UYU Uzbekistan Som UZS Vatican City Lira obsolete VAL Vatu VUV Venezuela Bolivar Fuerte VEF Vietnam Dong VND Western African Franc CFA Yemen Rial YER Yen JPY Yugoslavia New Dinar YUM Zambia Kwacha ZMK Zambia New Kwacha ZMW Zimbabwe Dollar ZWD v v v YV v v v Yv YV YV YV YV 2 9 9 9 9 0c 9 2 9 vV OW vV vV Y Time Zone When importing user records you must enter a starting time zone that Unifier can use for time stamps You may wish to enter the code corresponding to the company office where the user is located Time zone is a user preference setting that the user can change later if necessary The time zone can also be set in a user preference template About UTC The Coordinated Universal Time UTC is a 24 hour time standard The westernmost time zone uses UTC 12 being twelve hours behind UTC the easternmost time zone theoretically uses UTC 12 being twelve hours ahead of UTC Calculation of the UTC time standard is the same as with Greenwich Mean Time GMT Note The local time in London i
123. ia Seoul 341 UTC 09 00 Osaka Sapporo Tokyo Asia Tokyo 342 UTC 10 00 Yakutsk Asia Yakutsk 350 UTC 09 30 Darwin Australia Darwin 351 UTC 09 30 Adelaide Australia Adelaide 360 UTC 10 00 Brisbane Australia Brisbane 361 UTC 10 00 Canberra Melbourne Sydney Australia Sydney 362 UTC 10 00 Hobart Australia Hobart 363 UTC 11 00 Vladivostok Asia Vladivostok 165 Integration Interface Guide 364 UTC 10 00 Guam Port Moresby Pacific Port Moresb y 380 UTC 07 00 Novosibirsk Asia Novosibirsk 390 UTC 08 00 Ulaanbaatar Asia Ulaanbaatar 391 UTC 11 00 Solomon Is New Caledonia Pacific Guadalcanal 392 UTC 12 00 Magadan Asia Magadan 400 UTC 12 00 Coordinated Universal Time 12 Etc GMT 12 410 UTC 12 00 Fiji Pacific Fiji 411 UTC 12 00 Auckland Wellington Antarctica McMurdo 420 UTC 13 00 Nuku alofa Pacific Tongatapu 430 UTC 05 30 Sri Jayawardenepura Asia Colombo 440 UTC 05 45 Kathmandu Asia Katmandu Date Format The date format is a user preference You must enter a value for the user The date format is a user preference setting that the user can change later if necessary The date format can also be set in a user preference template The following lists the supported date formats Note The time format for all dates is HH MM AM MM DD YYYY DD MM YYYY MM DD YY DD MM YY MM DD YYYY DD MM YYYY MM DD YY DD MM YY DD MM YYYY YYYY MM D
124. ies and resources to a Primavera Unifier schedule sheet Along with activity information this process will also take activity spread information Since the activity spread information data can be a lot this method allows user to send in information in a zip file Support Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject createScheduleActivitiesFromFileV2 String shortname String authcode String projectNumber String sheetname String scheduleoptions String iszipfile FileObject files Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Primavera Unifier sheetName Identify the name of the schedule sheet in Primavera Unifier iszipfile This tag identifies if the file provided under files tag is a zip file or xml file with just activity and resource information If user wants to send activity spread information then the value of this tag should be yes and the file provided under files tag should be a zip file containing activity resource information and the spread information files FileObject containing the Activity Resource information and the activity spread information FileObject is made up of two components String filename this should be the name of the zip f
125. ile and the zip file with two files one for activity resource information and one with activity spread information Name of the activity resource information should be same as the one given under lt scheduleoptions gt lt ActivityFileName gt tag and the name of the name of the activity spread information should be same as the one given under lt scheduleoptions gt lt SpreadFileName gt 89 Integration Interface Guide Parameter Description scheduleOptions This element will allow message to carry optional information Following are the tags under this element lt MapName gt lt Activityldentifier gt lt WBS_NoOfLevelsToMerge gt WBS StartMergeFrom lt ActivityFileName gt lt SpreadFileName gt MapName Name of the data mapping that should be used while processing XML file Activityldentifier Possible values are GUID ID ID is the tag of Activity Id in Primavera WBS_NoOfLevelsToM This parameter will take a numeric value This parameter can be erge used by user to specify how many levels WBS Levels in P6 XML file should be merged together gt EXAMPLE Assume that P6 has following structure 5 ON DA DA03 F350 U11 095 ABC20 CAct04 If you specify 3 then two levels will be merged together But which 3 segments will be based on the next parameter wbs startmergefrom WBS StartMergeFrom gt This parameter will take a numeric value Value of this parameter will be used to determin
126. imal3 gt 42 Methods uuu contact company uuu creation date uu name b txt uuu name Integerl N NN NK N AW er uuu issue date gt lt uuu line item status gt pending lt uuu line item status gt lt bp lineitems gt lt bp lineitems gt lt folder path gt lt Decimal3 gt uuu contact company gt uuu creation date gt uuu name gt b txt lt uuu name gt Integerl gt N KR A NA A uuu_issue date gt lt uuu line item status gt pending lt uuu line item status gt lt bp lineitems gt bp List wrapper lt ulink gt Update Complete BP Record Description This method updates a record in Primavera Unifier It also provides the ability to add attachments to the upper form It will not modify delete existing attachments Support This service is available at both Company Level and Project or Shell Level BPs of type non workflow Line Item type and can only update information on upper form Line items will be ignored Additionally the service is also available at Project or Shell Level for Cost Non Payment type Simple Text type and Document Type Basic and Advanced business process In these cases too the service can only update information on upper form Line items will be ignored Installation ASP and Self host Level Yes or No Company Level Yes 43 Integration Interface Guide
127. in the zip file should still be described by separate attachment elements This API requires Integration Design to be published in uDesigner for the business process Attachment file cross references is not supported The reference sub element under attachments should always have the value No 45 Integration Interface Guide Adding attachments is optional If attachment elements are not provided then the API behaves exactly like updateBPRecord API This API is not compatible with non Java web services client platforms Total attachment size per request across all files is limited to 250 MB It is recommended that files are compressed into 1 zip file for submission to the API This service can be used for both Project Standard and Shells of cost code type WBS and Generic Updating Complete BP Record for Document type BP with Folder Structure The existing Web Services call updates the Upper form elements and you can add attachments to the Upper form Note The Document type BP with folder structure does not have record level attachments Update BP Record V2 Description This option will allow external systems to update a business process record and advance it to next step Support Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Program Level No Prototype public XMLObject updateBPRecordV2 String shortname String authcode String shellNumber S
128. ineltemldentifier gt lt WFCurrentStepName gt Step 3 lt WFCurrentStepName gt lt WFActionName gt Line 2 lt WFActionName gt options List Wrapper gt lt bp record no gt ACT 5119 lt record no status Approved status lt bp lineitems gt lt sysAutoSgDet gt 0001 lt sysAutoSgDet gt lt line no de gt lt wbs code 1 1 wbs code amount 1000 amount lt bp lineitems gt lt bp lineitems gt line no de Ll2 line no de wbs code 1 2 wbs code amount 1000 amount bp lineitems lt delete bp lineitems gt LI3 LI4 lt delete bp lineitems gt bp lt List_Wrapper gt lt ulink gt Additional Information If the shell number is null then the record will be assumed for company level record Step to which record will be Send To should be pre assigned options WFCurrentStepName Value of this tag identifies the current step of the record This is to ensure that web service call is called for correct step with correct action options WFActionName Value of this tag determines the action that should be taken This action name will be validated against the WFCurrentStepName If options WFActionName tag is empty then system will just update record WFCurrentStepName in this case is not validated If options WFActionName tag has a value then system will push workflow to next step based on the value of WFActionName tag All form level validations will be triggered before
129. ion This public method will allow users to get a list of company users Support Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Program Level No Prototype public XMLObject getUserList String shortname String authcode String filterCondition Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string filterCondition Information or condition to filter users list Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getUserList acme acme_authcode Status Active Sample XML Return Data lt _user gt lt elements added to user integration interface of user attribute in uDesigner gt lt _user gt Additional Information This method will allow users to get a list of company users based on the matching filter condition on either UserName or First Name or Last Name or Email or Status 130 Methods Only one filter condition can be provided at a time using the operator Method will return the list of Users with matching conditions Update User Shell Membership Description This public method adds users to shell membership updates user status in shell membership and adds removes users to from groups at shell level Support Installation ASP and Self host
130. ion gt lt ActivityFileName gt activity xml lt ActivityFileName gt lt SpreadFileName gt spread xml lt SpreadFileName gt lt scheduleOptions gt lt List_Wrapper gt lt List_Wrapper gt lt ulink gt Sample Spread Data APIBusinessObjects xmins http xmlins oracle com Primavera P6 V7 API BusinessObjects xmins xsi http www w3 org 2001 XMLSchema instance xsi schemaLocation http xmIns oracle com Primavera P6 V7 APl BusinessObjects http xmins oracle com Primavera P6 V7 APl p6apibo xsd gt lt a gt lt id gt A100 lt id gt lt sp gt lt sd gt 201 1 04 04T00 00 00 lt sd gt lt ed gt 2012 02 23T 17 00 00 lt ed gt lt pt gt DAY lt pt gt lt pd gt lt sd gt 201 1 05 30T00 00 00 lt sd gt lt ed gt 2011 05 31T00 00 00 lt ed gt lt amt gt 5555 555555555556 lt amt gt lt pd gt lt pd gt lt sd gt 201 1 05 31T00 00 00 lt sd gt lt ed gt 2011 06 01700 00 00 lt ed gt lt amt gt 11111 111111111111 lt amt gt lt pd gt lt pd gt lt sd gt 201 1 06 01T00 00 00 lt sd gt lt ed gt 201 1 06 02T00 00 00 lt ed gt lt amt gt 16666 666666666668 lt amt gt lt pd gt Additional Information Format of spread file should be similar to Sample Spread Data example 91 Integration Interface Guide While processing spread information Primavera Unifier will only look for amt tag If the Import from external source option is checked in Primavera Unifier and spread info
131. is guide User Documentation Title Primavera Unifier Help Description Provides topic oriented information about Primavera Unifier to assist users with features and procedures All users should read this guide Primavera Unifier User s Guide Guides users on how to use Primavera Unifier application All users should read this guide Primavera uDesigner User s Guide Guides users on how to use the uDesigner feature of Primavera Unifier application All users should read this guide Primavera Unifier Administration Guide Provides details about the Administration Mode of Primavera Unifier which covers access to Primavera Unifier functionality that is granted through permissions All users should read this guide 184 For More Information Title Description Primavera Unifier Project Controls User s Explains Oracle Primavera Guide Capital Planning which is used for managing budget forecasts both planned and in execution for the user company gt Cost Controls which supports project tracking and project cost management gt Project Delivery Management which is designed to optimize project results Anyone who wants to use the Unifier Project Controls base product should read this guide Database Documentation Title Description Primavera Unifier Reference Guide Provides details about data definitions data elements permission settings import co
132. is method creates space record of a space type in Unifier This works only for project or shell level Support Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject createSpace String shortname String authcode string projectNumber String spacetype String spaceXML 138 Methods Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Unifier spacetype Identifier of the space type spaceXML XML that contains information related to space that is getting created Return Value XMLObject XMLObject is described at the beginning of this document Sample Method createSpace acme acme authcode proj 01 Useable Spaces spaceXML will return the XML Record of the Level created Sample INPUT Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createSpace lt _servicename gt lt projectNumber gt proj 01 lt projectNumber gt lt spacetype gt Useable Spaces lt spacetype gt List wrapper gt lt _space gt lt uuu sp level picker gt Floor 1 lt uuu sp level picker gt lt space sp space name gt Room 1 lt space sp space name gt space usable space type gt lt s
133. ity Dependencies option gt Association with Cost Codes Primavera Unifier uses special logic as part of integration to build WBS Code to match with Primavera Unifier WBS Code or Cost Codes under Cost Manager Refer to Associate WBS Codes with Activities section in this document To create and update these objects as part of Integration the user must first create a data mapping relationship between data elements of Primavera Unifier and Data Elements of P6 The following section explains Data Mapping concepts and how to create one Apart from data mapping Primavera Unifier should also know how to identify Activities and Resources that are coming from Primavera Project This is to allow Primavera Unifier to support update web service method Primavera Unifier currently supports two ways to identify an Activity and one way to identify a Resource An Activity can be identified by a GUID Each activity in Primavera Project has a GUID This GUID will be stored when an activity is created in Primavera Unifier and can be used later as part of update process The second way to identify an activity is through Activity ID Each activity in Primavera Project has an Activity ID This ID will be stored when an activity is created and will be used later as part of update process Resources are identified by their name Each resource in Primavera Project has a name and this will be stored when a resource assignment is created in Primavera Unifier 153 I
134. ivities delete and recreate in the non empty schedule sheet if this function is allowed in the data mapping setup If the method is called on a non empty schedule sheet and the data mapping setup does not allow overwrite then the method will return an error in the response This service can be used for both Project Standard and Shells of cost code type WBS Activity identified with this creation method will be GUID Data Mapping Marked as default will be used Create Schedule Sheet Activities V2 from Oracle Primavera P6 XML Description This method creates activities into an existing Primavera Unifier project or shell cost code type WBS level schedule sheet based on the data mapping parameter and schedule options provided as part of Web Service call Support This method can only support creation of activities in project or shell cost code type WBS level schedule sheets Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject createScheduleActivitiesV2 String shortname String authcode String projectNumber String sheetName String sheetXML String scheduleOptions 86 Methods Parameters Parameter Description Shortname Identifier of the company company s short name Authcode Authentication code for the company in text string projectNumber Identifier of project or shell in Primavera Unifier sheetName Name
135. l not overwrite existing activities in the schedule sheet based on the data mapping parameter Support This method can only support updation of activities in project or shell level schedule sheets Installation ASP and Self host Level Yes or No Company Level No Project or Shell Level Yes 93 Integration Interface Guide Prototype public XMLObject updateScheduleActivitiesV2 String shortname String authcode String projectNumber String sheetName String sheetXML String scheduleOptions Parameters Parameter Description shortname Identifier of the company company s short name authcode Authentication code for the company in text string projectNumber Identifier of project or shell in Primavera Unifier sheetname Name of Schedule Sheet to import activities into sheetXML Content of activities to import This is obtained from the Primavera P5 P6 xml content The Primavera XML content should be generated by exporting the full Primavera project scheduleOptions This element will allow message to carry optional information Following are the tags under this element lt MapName gt lt Activityldentifier gt lt WBS_NoOfLevelsToMerge gt WBS StartMergeFrom lt ActivityDeletion gt MapName Name of the data mapping that should be used while processing XML file Activityldentifier Possible values are GUID ID ID is the tag of Activity Id in Primavera WBS
136. lable free at www adobe com gt BP specific Help If your company has provided customized Help files for individual business processes you can access them through the business process log or the Help menu Note For the full list of system requirements supported software and versions see the Tested Configurations document under Installation and Configuration Documentation in the Primavera Unifier Online Documentation Library Documentation Complete documentation libraries for Primavera Unifier releases are available on the Oracle Technology Network OTN at http www oracle com technetwork documentation default 1870233 html From this location you can either view libraries online or download them to have local copies We recommend viewing them from OTN to ensure you always access the latest versions including critical corrections and enhancements 179 Integration Interface Guide Primavera Unifier is configured to access its help system directly on OTN However a downloadable version of the help system is also available on OTN if you need to download deploy and access a local copy The documentation assumes a standard setup of the product with full access rights to all features and functions The following table describes the core documents available for Primavera Unifier Supplementary Documentation Title Description What s New Contains key enhancements in the current release of Primavera Unifier All u
137. lar lt currency_name gt lt currency_code gt USD lt currency_code gt lt rate gt 1 45 lt rate gt lt exchange_rate gt lt list_wrapper gt 122 Methods Schedule of Values Methods Get SOV Description This method will get schedule of values information of a commitment Support Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Program Level No Prototype public XMLObject getSOV String shortname String authcode String projectNumber String BPName String recordNumber Parameters Parameter Description Shortname Identifier of the company company s short name Authcode Authentication key for the company in text string projectNumber Identifier of project or shell in Primavera Unifier BPName Identifier of the base commits business process in Primavera Unifier for example Contracts This is case sensitive and should be the name as given in uDesigner RecordNumber The record number is base commit record number that the SOV is associated to Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getSOV acme acme authcode PRJ 0001 Contracts CON 0001 123 Integration Interface Guide Sample XML Request lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getSOV lt _servic
138. lements added by user in shell integration interface definition This includes shell name shell number etc gt shell gt lt List_Wrapper gt Additional Information Shell that will be updated will be based on shell type and shell number provided as part of XML content User will be allowed to update both WBS and Generic shells For more information about shells refer to uDesigner Guide 113 Integration Interface Guide User will be able to pass in a value for Location Picker element while updating shell instance Location picker value will be validated All other validation while creating shell instance manually will be honored through Integration viz required fields duplicate shell id etc This method will allow user to update one more shell of same type at a time Get Shell List Description This method will allow users to get a list of shell instances User can get information of more than one shell at a time Support Installation ASP and Self host Level Yes or No Company Level Yes Project or Shell Level No Program Level No Prototype public XMLObject getShellList String shortname String authcode String shellType String filterCondition Parameters Parameter Description shortname Identifier of the company company s short name authcode Authentication code for the company in text string shellType To identify type of the shell that is getting updated Ex
139. leteBPRecord servicename gt lt bpname gt 92 Doc type With folder Project WF bpname gt projectnumber Proj 11 projectnumber gt record no List wrapper bp project projectnumber project projectname gt uuu creation date uuu name CCl uuu name record no status 28 uuu issue date uuu revision no uuu latitude uuu longitude uuu address code uuu user city gt uuu user country gt A A A A A A A A uuu user state gt lt bp lineitems gt folder path gt Rev2 lt folder path lt uuu user id ZS short desc gt uuu name abc txt uuu name lt uuu_issue date gt lt uuu line item status gt lt _attachment gt file name gt xyz txt lt file name gt lt title gt Specifications lt title gt revision no rev2 revision no issue date gt 02 10 2012 lt issue date lt reference gt No lt reference gt lt _attachment gt lt hp lineitems gt lt bp lineitems gt folder path gt Rev3 lt folder path lt uuu user xd ZS short desc gt uuu name pqr txt uuu name lt uuu_issue date gt lt uuu line item status gt lt _attachment gt file name gt pgr txt lt file name gt lt title gt Specifications lt title gt revision no rev2 revision no Methods 29 Integration Interface Guide
140. ll services 149 General Limitations across all services ENEE 151 Contents Known issues across all services 152 APPENDIX mc A 153 Create and Update Schedule Sheet 153 Data MBI gt 154 To define a data Mapping aa 154 Associate WBS Codes with Activities EE 156 APPENDIX Eege 158 urn H a 158 TIME ZOME es E 162 Date FOrM al EE t 166 Company pato TEE 167 SIC fm x 167 Check BOX nei Ee 167 Pidadlppscm RA 169 Tuis LOIC mE ee E E E Eng 169 cioe 175 Return MA US waaswa 175 FOr More InfOrTYallOI AA 179 Where to Get Documentation ee 179 Where to Get e e LEE 186 Where to Get Support EE 186 Additional SUP or B ERE REDE IER ERREUR 187 Ree 190 Introduction The interface to integrate Primavera Unifier and an external system is based on Web Service methodology This document describes the methods required for the integration and the data being passed in those methods Note The following services are included in the WSDL file but these services are reserved for internal use not for customer use createFundingStructure createOIMUser updateOI
141. lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getProjectShellList lt _servicename gt lt options gt lt status gt Active lt status gt lt type gt wbs_shell lt type gt lt filtercondition gt lt filtercondition gt lt options gt lt ulink gt Sample XML Output lt xml version 1 0 encoding ISO 8859 1 gt lt List_Wrapper gt lt projectshell gt lt projectname gt California lt projectname gt lt projectnumber gt State0001 lt projectnumber gt lt status gt Active lt status gt lt type gt Project lt type gt 116 Methods lt projectshell gt lt projectshell gt lt projectname gt Virginia lt projectname gt lt projectnumber gt State0002 lt projectnumber gt lt status gt Active lt status gt lt type gt Project lt type gt lt projectshell gt lt List Wrapper gt Configurable Manager Methods Create Records in Code amp Records based Generic Manager Description This method creates records under a generic manager class This applies only to code amp records based generic managers Support This applies to code amp records based generic managers at Company and Project or Shell levels Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Yes Program Level No Prototype public XMLObject createConfigurableModuleRecord String shortname
142. lt reference gt No lt reference gt lt _attachment gt lt bp lineitems gt lt amount gt 22 0 lt amount gt lt short desc gt line 2 lt short desc gt lt uom gt day lt uom gt lt _attachment gt lt file_name gt Specs_PDF_1 pdf lt file_name gt lt title gt Specifications lt title gt lt revision_no gt lt revision_no gt lt issue_date gt lt issue_date gt lt file_size gt lt file_size gt lt version gt lt version gt lt reference gt No lt reference gt lt _attachment gt lt _bp_lineitems gt lt _bp gt lt List_Wrapper gt lt ulink gt Additional Information Only zip file format is acceptable When using a Zip file as an attachment you should attach one zip file at a time that includes the single attachment for each file in the zip file To get the BP XML structure first send a message to get BP record Refer to the Web Service getBPRecord for more information This interface can be extended with additional data elements In order for Primavera Unifier to recognize those elements the data element name must match those created in uDesigner for this business process 26 Methods YTB AFC If the tags YTB or AFC are present in the line items Primavera Unifier processes these tags If they are not present Primavera Unifier will check the uDesigner BP setup configuration for Cost Adjustment If this field has been set the line item amount is treated as YTB AFC and processed Single Re
143. lue is empty then default behavior will be to create project by copying user groups lt projectCurrency gt No Option to specify the project A new child element of currency lt projectCurrency gt will be available within the existing lt options gt tag Valid values for this tag are the code for the currency rather than the names For example USD is valid United States Dollars is not If the code is not a valid code then the web service will fail If the tag is provided and the value is empty then template code will be selected Note If you do not provide values for elements that are not required then the values from template will be used to create new project 67 Integration Interface Guide Return Value XMLObject XMLObject is described in Appendix D of this document Message will contain new Project number and name that is created within Primavera Unifier Sample Method createProject acme acme authcode Proj 001 lt XML Content gt 68 Sample XML Methods List Wrapper gt project info lt projectnumber gt Ulink 0004 lt projectnumber gt lt projectname gt Ulink Project 004 lt projectname gt lt description gt FromUlink 9999999 lt description gt lt typeofproject gt Retrofit lt typeofproject gt lt projectsite gt lt projectsite gt lt startdate gt 05 05 2008 lt startdate gt lt plannedcompletion gt 05 05 2009 lt plannedcompletion gt lt revis
144. mic data set definition then data combination will be validated while creating or updating records through Integration Business Process Picker Support Following Web Services calls will support Business Process Picker createBPRecord updateBPRecord addLineltem getBPRecord getCompleteBPRecord getBPList Following validation will be performed when a value is send for Business Process Picker data element System will assume that the value send through Integration message is the value for Source Element selected as part of reference process definition One and only one combination exists If the combination is not valid or results into two records from reference business process then integration will error out Similar process will be followed for line item picker on detail form General Validation Rules across all services General commenting is only supported by getCompleteBPRecord service 149 Integration Interface Guide Special characters must be escaped in a valid XML document The following characters gt 8 shall be escaped to amp quot amp apos amp lt Sot and kamp For Web Services createBPRecord addBPLineltems updateBPRecord createProject the XML is scanned for validity and any errors are reported when found A non required tag like lt hello gt hello lt hello gt is completely ignored Date fields which are set as Date type must be in the following format MM dd yyyy MM dd yyyy MM dd yyy
145. n one shell instance lt moduleoptions No Base tag for options This tag is optional If this tag gt is not provided then Primavera Unifier will create shell by copying user groups from template or shell provided under copyFromShellT emplate 110 Methods Tag Name lt copyModules gt Required No Description Option to either copy modules or not Valid values This tag can only go asa child element under lt _moduleOptions gt tag This tag is identify either to create a new shell by copying all modules including user group or just creates a new shell by copying user group from template provided under copyFromShellT emplate Only valid values are Yes No Yes means copy all modules including user groups No means copy only user groups If tag is not provided or value is empty then default behavior will be to No lt defaultCurrency gt No Option to specify the currency code for the shell A new child element of lt defaultCurrency gt will be available within the lt _moduleoptions gt tag Valid values for the lt defaultCurrency gt tag are the code for the currency rather than the names For example USD is valid United States Dollars is not If the code is not a valid code then the web service will fail If the tag is present and the value is empty then template currency will be selected Return Value XMLObject XMLObje
146. name String options Parameters Parameter Description shortname Identifier of the company company s short name authcode Authentication code for the company in text string projectnumber Identifier of project or shell in Unter sheetname Identifier of the schedule sheet within the project or shell in Unifier options This parameter allows the user to filter the list based on the following datamap name The name of a specific data mapping to be retrieved filter condition one filter conditions is available isdefault If set to true only the data mapping flagged as the default will be returned Return Value XMLObject XMLObject is described in Appendix D of this document Message will return list of Schedule Sheets based on filter condition Sample Method getScheduleSheetDataMaps acme acme authcode P 00001 Master Schedule isdefault true 108 Methods Sample XML Input lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt getScheduleSheetList lt _servicename gt lt projectnumber gt P 00001 lt projectnumber gt lt sheetname gt Master Schedule lt sheetname gt lt options gt lt datamap_name gt lt datamap_name gt lt filtercondition gt lt filtercondition gt lt options gt lt ulink gt Sample XML Output lt xml versionz 1 0 encoding ISO 8859 1 gt
147. nd filterValues Only condition that is supported in current release is status element of project The following syntax should be used to filter project information based on status lt _filterCondition gt status lt _filterCondition gt lt _filtervaluelist gt lt _filterValues gt Active lt _filterValues gt lt _filtervaluelist gt filternames Filter name will contain list of elements that you want to see as part of output XML Ex If you want to see project name and project number as output then include projectname and projectnumber The following syntax should be used to filter elements that you want to see in output XML lt _fieldnamelist gt lt _fieldName gt projectnumber lt _fieldName gt lt _fieldName gt projectname lt _fieldName gt lt _fieldnamelist gt This service can be used only to retrieve information related to Project Standard Project Methods Create Project Description This method creates a project in Primavera Unifier either based on a template or an existing project 60 Methods Support This method can only support creation of project Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level Not Applicable Prototype public XMLObject createProject String shortname String authcode String copyFromProject String projectXML Parameters Parameter Description Shortname identifier of the company company s short name Authc
148. nenanannennananannnanannnanaennnnrnaanenanaenennananannnanaenannannnt 82 Greate ASSE od oes EM A DM LI MM dU E eM 82 Schedule Manager Methods cire eerie eee teen cec e eue Ran 85 Create Schedule Sheet Activities from Primavera P5 and P6 XML snnnnnnanannnana 85 Integration Interface Guide Create Schedule Sheet Activities V2 from Oracle Primavera P6 XML 86 Create Schedule Activities from file Vi 89 Update Schedule Sheet Activities from Oracle Primavera P5 and P6 XML 92 Update Schedule Sheet Activities V2 from Oracle Primavera P6 XML 93 Update Schedule Activities From File V2 ccccsssssscceceeeceessseeeececeeeseesssaeeecesesessssesaeeeeesessesesaes 96 Get Schedule Sheet Activities from Primavera Unifier kk 101 Get a List of Project Schedule Sheets ENNEN 106 Get a List of Schedule Sheet Data Mappings EE 108 Sud NATA 109 Create Shell ee 109 Update SHE RE 112 Get Shell EISE sde geed deeg eise cete eue ic edo Re es E 114 Get Project Shell LSE cC 115 Configurable Manager Methode 117 Create Records in Code amp Records based Generic Manager ke 117 Update Records in Code amp Records based Generic Manager 00000nennnnnene enne 119 Exchange liaec 120 Update Exchange Rates reete e
149. nformation on contacting Oracle Global Customer Support knowledge articles and the support renewals process For more information about working with Support visit https support oracle com epmos faces DocumentDisplay id 888813 2 to view Support Tools amp Tips Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support For information visit http www oracle com us support contact 068555 html or visit http www oracle com us corporate accessibility support index html if you are hearing impaired Using Primavera s Support Resource Centers Primavera s Support Resource Center provides links to important support and product information Primavera s Product Information Centers PICs organize documents found on My Oracle Support MOS providing quick access to product and version specific information such as important knowledge documents Release Value Propositions and Oracle University training PICs also offer documentation on Lifetime Management from planning to installs upgrades and maintenance Visit https support oracle com epmos faces DocumentDisplay id 1486951 1 to access links to all of the current PICs PICs also provide access to gt Communities which are moderated by Oracle providing a place for collaboration among industry peers to share best practices News from our development and strategy groups Education via a list of available Primavera product trainings through Or
150. ntegration Interface Guide Data Mapping To create and update these objects as part of Integration the user must first create a data mapping relationship between Primavera Unifier and P6 data elements The user can create one or more data mapping for each Schedule Sheet To define a data mapping 1 Navigate to your project or shell and open a schedule sheet 2 From the Menu bar choose File Data Mapping The Data Mappings window opens The Data Mappings window lists any mappings you created and their default statuses At run time status tells Primavera Unifier to use this mapping and do not prompt for instructions That means the Select Default Mapping window will not open 3 Click the Add button The Data Mapping window opens Onthe General tab enter the name and the description for the data mapping and click Apply to save changes and keep the window open or click OK to save changes and close the window Onthe Activity tab you can map Primavera Unifier schedule sheet columns to external CSV headers and XML tags for the import or export of activity information Choose data elements from Activity and Resource Attribute forms Data format Data mapping requirements Column Select the data elements you want to import Minimum required fields for XML import are Activity ID Activity Name Start Date Finish Date and Duration CSV Enter the CSV header from the external source Header XML Enter the corresponding XM
151. ntry field of the project Is child element of address element This element is required if address tag is provided Value should be coming from the list provides under Appendix Country List section User should send in Label as a valid value phone No Phone field of the project Is child element of address element fax No Fax filed of the project Is child element of lt address gt element lt addresstype gt Yes Type of address Is child element of lt address gt element Following are the valid values for this element gt Project Address gt Billing gt Shipping gt Billing and Shipping lt options gt No Base tag for options This is a new tag added for this enhancement This tag is optional If this tag is not provided then Primavera Unifier will create Project by copying user groups from another project or template 66 Methods Tag Name Required Description Valid values lt copyModules gt No Option to either copy This tag can only go asa modules or not child element under lt options gt tag This tag is identify either to create a new project by copying all modules including user group or just creates a new project by copying user group from another project or template Only valid values are Yes No Yes means copy all modules including user groups No means copy only user groups If tag is not provided or va
152. o tag in the upper forms and for cost related BP s amount field should be present in the line items If the XML has a leading tag lt xml encoding iso 8859 1 gt we support all characters within this ISO standard 150 General instructions There are no form level validations required field form level validation rules etc auto populate feature through Integration if integration interface is not designed for a business process General Limitations across all services getBPList service will always return label data for a pull down field It will not return the values You cannot send fund related information for Cost Type BPs such as General Spends and Payment Applications Only following ISO tags are supported as part of Web Services message NB SH sp fi J je i 9 Y 00 s 4 M 00 00 00 00 00 00 JOO 00 00 00A 00A 00A 00 SC A1 A2 A3 A4 A5 lae A7 A8 agla B Ic SCH A 2 0 161 162 163 164 165 166 167 168 169 170 171 172 P 174 2 o 2 3 i u q s 1 o YA L 34 C B 00B 00 00 00 00 00 00 00 00 00 00B 00B 00B 00B 00 0 B1 B2 B3 B4 B5 Be B7 BBA B JC D BE 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 A JA JA JA JA JA I Jc E JE JE JE i fi C 00C 00 loo loo loo oo oo oo Joo loo 00C 00C 00C 00C 00 0 C1 c2 C3 C4 C5 C6 C7 C8 CIA B C D CE 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206
153. od will allow users to update shell instances User can update more than one shell at a time Support This method only supports update of shells under a company and is not associated with any project Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Program Level No 112 Methods Prototype public XMLObject updateShell String shortname String authcode String shellType String shellXML Parameters Parameter Description shortname Identifier of the company company s short name authcode Authentication code for the company in text string shellType To identify type of the shell that is getting updated Ex Building Projects Capital Projects Properties etc shellXML This will be based on Shell integration interface definition Without this definition defined user will not be allowed to update a shell instance shellXML Elements Tag Name Required Description Valid values lt shell gt Yes Base tag for new shell data This tag can be repeated to create more than one shell instance Return Value XMLObject XMLObject is described in Appendix D of this document Message will contain Shell Number and Shell Name that is updated within Primavera Unifier Sample Method updateShell acme acme authcode Buildings lt XML Content gt Sample XML List Wrapper gt shell gt lt all data e
154. ode authentication key for the company in text string copyFromProject this can be a project number or a template number projectXML content of the project that needs to be created projectXML Elements Tag Name Require Description Valid values ET 4 Lec WA O o project info Yes Base tag for new project data Only one project can be created at a time lt projectnumber gt Yes Project number of the new User defined number project that is getting created If this project number already exists you will get an error lt projectname gt Yes Project name of the new User defined name project that is getting created If this project name already exists you will get an error lt constructiontype gt No Type of construction New Construction 1 New Construction or Retrofit Remodel 0 Retrofit Remodel 61 Integration Interface Guide Tag Name Require Description Valid values d status No Status of the Project Active 1 Active Inactive On Hold Inactive 0 On Hold 2 lt typeofproject gt No Type of Project Values are based on the user dataset for Project Type data definition lt projectsite gt No Project site Values are based on the user dataset for Project Site data definition lt startdate gt No Start Date of the project lt plannedcompletion No Planned Completion date gt lt revisedcompletion gt No Revised
155. of all rows This element will also show following information Group By If report has group by condition then the data value will show under this element Subtotal If report is configured to show sub total then the data value will show under this element Count If report is configured to show count then the data value will show under this element Sample Method getUDRData acme acme_authcode project info Funding Report Sample XML Data XML output of an UDR will be based on report design Following are some samples Sample 1 Tabular UDR with no Group by 76 Methods report report header lt c1 gt Record No lt c1 gt lt c2 gt Send For lt c2 gt lt c3 gt Allowed Duration lt c3 gt lt c4 gt Workflow Status lt c4 gt lt c5 gt Start Date lt c5 gt lt report_header gt lt report_row gt lt c1 gt ucli 0001 lt c1 gt lt c2 gt Approval lt c2 gt c3 14 c3 lt c4 gt Pending lt c4 gt lt c5 gt 10 1 2007 lt c5 gt lt report_row gt lt report_row gt lt c1 gt ucli 0002 lt c1 gt lt c2 gt Approval lt c2 gt c3 14 c3 lt c4 gt Pending lt c4 gt lt c5 gt 10 1 2007 lt c5 gt lt report_row gt lt report gt Observe that report always starts with tag lt report gt report header is the first level child element of report element This element will list all columns defined in the report Columns for a user defined report are the data el
156. of the cost sheet column in Primavera Unifier This is case sensitive and should be the name of Column that is defined in Primavera Unifier columnXML identifier for Column content in XML format Return Value DataXML Elements The elements that include as part of DataXML parameter are Tag Name Description wbs code WBS Code is a required field short description This is a required field long description This is an optional field work package This is an optional field But use should specify a work package name which is valid under a project or shell Data entered under this element will be ignored for company level cost column spends category This is an optional field Data sent through this data element should be validated against the data set values quantity This is an optional field Data sent through this data element should be numeric Any other data will be considered as illegal and error should be returned back to user If user did not send a value for this then 0 will be assumed as value unit of measure This is an optional field Data sent through this data element should be validated against the data set values unit cost This is an optional field Data sent through this data element should be numeric Any other data will be considered as illegal If user did not send a value for this then O will be assumed as value lt amount gt This is an
157. ogram Level No Prototype public XMLObject createUser String shortname String authcode String copyFromUserPreferenceTemplate String userXML Parameters Parameter Description Shortname Identifier of the company company s short name Authcode Authentication key for the company in text string copyFromUserPreferenceTemplat Name of the template from which user preference e should be copied over when new user is created userXML Information of the user s that must be created based on the integration interface definition of the User Attribute form in uDesigner Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createUser acme acme authcode User Pref Temp 1 user information Sample XML Input Data User elements added to user integration interface of user attribute in uDesigner gt User Additional Information If the user preference template is provided then the user preference will be set based on the user preference template on the newly created company user 125 Integration Interface Guide compan user will be the base tag which can be repeated with the data in order to create multiple y users The Web Services call for user administration includes a XML tag to support the Proxy login setup The Data Element DE for the XML tag is uuu user proxy config This is not a required field so the default v
158. ollar HKD Hungary Forint HUF Iceland Krona ISK Indian Rupee INR Indonesia Rupiah IDR Iran Rial IRR Iraq Dinar IQD Israel New Shekel ILS Jamaica Dollar JMD Jordan Dinar JOD Kazakhstan Tenge KZT Kenya Shilling KES Kuwait Dinar KWD Kwanza AOA Laos Kip LAK Latvia Lat LVL Lebanon Pound LBP Lek ALL Lesotho Loti LSL Lev BGN Liberia Dollar LRD Libya Dinar LYD Lithuania Litas LTL Macau Pataca MOP Macedonia Denar MKD Malawi Kwacha MWK Malaysia Ringgit MYR Maldives Rufiyaa MVR 171 Integration Interface Guide Currency Name Malta Lira Currency Code MTL Mauritania Ouguiya MRO Mauritius Rupee MUR Mexico Peso MXN Mongolia Tughrik MNT Morocco Dirham MAD Myanmar Kyat MMK Namibia Dollar NAD Nepal Rupee NPR Netherlands Antilles Guilder ANG New Mozambique Metical MZN New Romania Leu RON New Turkish Lira TRY New Zealand Dollar NZD Nicaragua Gold Cordoba NIO Nigeria Naira NGN North Korea Won KPW Norway Krone NOK OmanRial OMR Paanga TOP Pakistan Rupee PKR PanamaBalboa PAB Papua New Guinea Kina PGK Paraguay Guarani PYG Peru Nuevo Sol PEN Peso ARS Philippines Peso PHP Poland Zloty PLN Pound Sterling GBP Qatar Riyal GAR Riel KHR 172 APPENDIX C Currency Name Currency Code Russia Ruble RUB Rwanda Fr
159. on http xmins oracle com Primavera P6 V7 API BusinessObjects http xmIns oracle com Primavera P6 V7 API p6apibo xsd gt L XML tags from P6 gt lt AP BusinessObjects gt lt List_Wrapper gt lt ulink gt Additional Information You must perform appropriate data mapping setups on the target schedule sheet This includes mapping Primavera Unifier Schedule Sheet columns to Primavera XML elements and setting appropriate XML Import options Only elements that are mapped will be copied This method can only be used to create new activities not for updating existing activities If invoked on an empty schedule sheet this method will insert activities into the schedule sheet If invoked on a non empty schedule sheet it will overwrite all existing activities delete and recreate in the non empty schedule sheet if this function is allowed in the data mapping setup If the method is called on a non empty schedule sheet and the data mapping setup does not allow overwrite then the method will return an error in the response This service can be used for both Project Standard and Shells of cost code type WBS gt Activity identified with this creation method can be GUID or ID gt WBS Code will be derived automatically based on the XML file For more information refer to Appendix A 88 Methods Create Schedule Activities from file V2 Description This option will allow user to process a P6 XML file and add activit
160. ot exists then a new record will be created attachment Simple BP Multiple attachment elements can be added to the upper Text BP Line form and to line items if applicable The attachment Item BP Cost element contains sub elements that identify S File name ocumen Type BPs Tie Revision Number Issue Date Version Reference Refer to the Sample XML below Return Value XMLObject or XMLFileObject XMLObject and XMLFileObject is described in Appendix D of this document This is dependent on which WSDL you are going to use If you use WSDL 1 then you should expect XMLObject as return value and if you use WSDL 2 then you should expect XMLFileObject as return value 25 Integration Interface Guide Sample BP XML lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt createCompleteBPRecord lt _servicename gt lt BPName gt bp name lt _BPName gt lt _projectNumber gt proj001 lt _projectNumber gt lt List_wrapper gt lt _bp gt lt record_no gt lt record_no gt lt title gt title lt title gt lt status gt status lt status gt lt amount gt amount lt amount gt lt _attachment gt lt file_name gt Specs_PDF_1 pdf lt file_name gt lt title gt Specifications lt title gt lt revision_no gt lt revision_no gt lt issue_date gt lt issue_date gt lt file_size gt lt file_size gt lt version gt lt version gt
161. pace usable space type uuu sp area gt 200 lt uuu sp area uuu sp uom gt Sg ft lt uuu sp uom space lt _space gt lt uuu_sp_level_picker gt Floor 1 lt uuu_sp_level_picker gt lt space_sp_space_name gt Room 2 lt space sp space name gt lt space usable space type gt lt space usable space type gt uuu sp area gt 200 lt uuu sp area uuu sp uom gt Sg ft lt uuu sp uom space List wrapper lt ulink gt Additional Information Multiple spaces can be created by repeating lt _space gt for each space record This service can be used for both Shells of cost code type WBS and Generic XML tags under space element are based on the integration interface definition of space form 139 Integration Interface Guide uuu sp level picker element value will be used to identify the level under which the space record should be created Update SPACE Description This method will update space record in Unifier This works only for project or shell level Support Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject updateSpace String shortname String authcode string projectNumber String spacetype String spaceXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifi
162. pen a contextual menu and click About Unifier to access version number copyright information and software agreement details for the Oracle Primavera Unifier 189 Legal Notices Oracle Primavera Prime Integration Interface Guide Copyright 1998 2015 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this is software or related documentation that is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the h
163. ples XML Tag Committed Amount gt 100 99 lt Committed Amount XML Tag lt Credited Amount gt 1423 99 lt Credited Amount Get Web Services You can use the Get Web Services call methods to get various attributes of Shell WBS and the list of Business Process records Shells and User defined data When a Get call is executed all the input content in the response XML will be in the language of the source strings Number formatting does not apply to the numeric data and the decimal point is a period The negative numbers are displayed with the minus sign before the numeric data for example 12345 99 Note Number formatting is not supported for Symbols that are based on a right to left language such as official languages of Afghanistan or Hebrew Integration Interface Guide Methods WBS Code Methods Get WBS Structure Description This method gets WBS Structure in Primavera Unifier for a company Support This service is available at Company Level Level Yes or No Company Level Yes Project and Shell Level No Prototype public XMLObject getWBSStructure String shortname String authcode Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getWBSStructure acme acme authcode 10
164. plete lt constrcomplete gt No Construction 96 complete notes No Notes lt schedulestatus gt No Schedule status of the On Schedule and on project Budget 0 Potential impact on schedule or both 1 Impact to schedule or Budget or both 2 lt projectphase gt No Project phase information Values are based on the user dataset for Project Phase data definition lt description gt No Description of the project lt location gt No Base tag for project location This is a new tag added information for this enhancement This tag is optional If this tag is not provided then Primavera Unifier will create Project by copying Project Address information from template lt address gt No Base tag for address This tag can be repeated information to provide multiple address types lt address1 gt Yes Address 1 field of the Is child element of project lt address gt element This element is required if address tag is provided lt address2 gt No Address 2 field of the Is child element of project lt address gt element 65 Integration Interface Guide Tag Name city Yes Required Description City field of the project Valid values Is child element of address element This element is required if address tag is provided state Yes State field of the project Is child element of address element This element is required if address tag is provided country Yes Cou
165. r wbs startmergefrom WBS StartMergeFrom gt This parameter will take a numeric value Value of this parameter will be used to determine the level from which this merge should start gt EXAMPLE In the above example if a user specifies 2 then system will start from level 2 and merge ON DA and DAO3 So after the merge the WBS Code build by import program will be 5 ONDADA03 F350 U11 095 ABC20 CAct04 ActivityDeletion This tag will allow user to determine if the activities that does not exists in P6 should be deleted from Primavera Unifier schedule sheet Possible values are Auto Confirm ActivityFileName Name of the file that contains the activity and resource information Please refer to files tag SpreadFileName Name of the activity spread file name Please refer to files tag 98 Methods Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateScheduleActivitiesFromFileV2 acme acme_authcode Proj 0001 Schedule Sheet 001 lt XML Content gt yes lt scheduleoptions gt files Sample XML Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt updateScheduleActivitiesFromFileV2 lt _servicename gt lt _projectNumber gt Prj 001 lt _projectNumber gt lt sheetname gt Schedule Sheet 001 lt _sheetname gt lt _zipfile gt zipfile zip lt _zipfile g
166. re is only one status defined for the BP then by default that status will be picked even if user sends a wrong status value attachment Any Multiple attachment elements can be added to the upper form and to line items if applicable The attachment element contains sub elements that identify gt File name Title Revision Number Issue Date Version Reference Refer to the Sample XML below v v v v v 34 Methods Return Value XMLObject XMLObject is described in Appendix D of this document Sample XML lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt addCompleteBPLineltem lt _servicename gt lt _projectNumber gt proj001 lt _projectNumber gt lt BPName gt bp name lt _BPName gt lt recordNumber gt record number recordNumber gt lt list wrapper gt lt bp gt lt record no gt ul 0022 lt record no gt lt title gt Test custom with 8 special care lt title gt lt status gt Pending lt status gt lt amount gt 166 0 lt amount gt short desc gt Test custom 8 and more lt short_desc gt lt bp lineitems gt lt record id gt 22 lt record id gt li num gt 2 lt li num lt amount gt 22 0 lt amount gt lt short_desc gt two 2 lt short_desc gt lt UnitPrice gt 11 0 lt UnitPrice gt Quantity 1 gt 11 0 lt Guantity 1 lt attachment file name gt Specs PDF 1 pdf file name title Specifications
167. ring scheduleXML Parameters Parameter Description Shortname Identifier of the company company s short name authcode Authentication code for the company in text string projectNumber Identifier of project or shell in Primavera Unifier scheduleSheet Name of Schedule Sheet to import activities into scheduleXML Content of activities to import This is obtained from the Primavera P5 P6 xml content The Primavera XML content should be generated by exporting the full Primavera project Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method createScheduleActivities acme acme_authcode Proj 0001 Schedule Sheet 001 lt XML Content gt 85 Integration Interface Guide Sample XML Data list wrapper complete xml of primavera P5 or P6 starting with lt BusinessObjects gt list wrapper Additional Information You must perform appropriate data mapping setups on the target schedule sheet This includes mapping Primavera Unifier Schedule Sheet columns to Primavera XML elements and setting appropriate XML Import options Only elements that are mapped will be copied This method can only be used to create new activities not for updating existing activities If invoked on an empty schedule sheet this method will insert activities into the schedule sheet If invoked on a non empty schedule sheet it will overwrite all existing act
168. rmation is not available in XML file then system will error out This error condition is also valid when this tag is not available in the XML file Activity File should start and end with List Wrapper tag Spread file should not contain any List Wrapper gt tag Update Schedule Sheet Activities from Oracle amp Primavera P5 and P6 XML Description This method will insert update activities into any project or shell schedule sheet It will not overwrite existing activities in the schedule sheet Support This method can only update activities in project or shell level schedule sheets Installation ASP and Self host Level Yes or No Company Level No Project or Shell Level Yes Prototype public XMLObject updateScheduleActivities String shortname String authcode String projectNumber String sheetName String sheetXML Parameters Parameter Description shortname Identifier of the company company s short name authcode Authentication code for the company in text string projectNumber Identifier of project or shell in Primavera Unifier sheetName Name of Schedule Sheet to import activities into sheetXML Content of activities to import This is obtained from the Primavera P5 P6 xml content The Primavera XML content should be generated by exporting the full Primavera project Return Value XMLObject XMLObject is described in Appendix D of this document 92 Methods Sampl
169. s the same as UTC time The following table lists the UTC time standards used in Unifier 162 APPENDIX B Code Time Information Type Standard Zone 10 UTC 13 00 Samoa Pacific Apia 20 UTC 12 00 International Date Line West Etc GMT 12 21 UTC 10 00 Hawaii Pacific Honolulu 30 UTC 11 00 Coordinated Universal Time 1 1 Etc GMT 11 40 UTC 09 00 Alaska America Anchorage 41 UTC 07 00 Chihuahua La Paz Mazatlan America Chihuahua 50 UTC 08 00 Pacific Time US and Canada America Los_Angel es 51 UTC 08 00 Baja California Ge e 70 UTC 07 00 Arizona America Phoenix 71 UTC 07 00 Mountain Time US and Canada America Denver 80 UTC 06 00 Central America America Guatemala 90 UTC 06 00 Central Time US and Canada America Chicago 91 UTC 06 00 Saskatchewan America Regina 92 UTC 06 00 Guadalajara Mexico City Monterrey America Mexico Cit y 110 UTC 05 00 Eastern Time US and Canada America New York 111 UTC 05 00 Indiana East America Indianapoli S 112 UTC 05 00 Bogota Lima Quito America Bogota 130 UTC 04 00 Atlantic Time Canada America Halifax 131 UTC 04 30 Caracas America Caracas 132 UTC 04 00 Asuncion America Asuncion 133 UTC 04 00 Cuiaba America Cuiaba 134 UTC 04 00 Georgetown La Paz Manaus San Juan America La Paz 135 UTC 04 00 Santiago America Santiago 140 UTC 03 30 Newfoundland America St Johns 150 UTC 03 00 Bra
170. sers should read this guide Cumulative Features Overview Tool Provides an overview of features and enhancements included in Oracle Primavera products It is intended solely to help you assess the business benefits of upgrading and to plan your I T projects All users should read this guide Readme for Media Pack Contains a table that can help you determine what downloads are required to run your licenses All users should read this guide Licensing Information User Manual Contains information about the third party proprietary and open source software used in Oracle Primavera Unifier All users should read this guide Where to Get Documentation Training and Contains information about resources to Support help you with the operation of Oracle Primavera Unifier All users should read this guide 180 For More Information Installation Documentation Title Description Primavera Unifier Installation and Setup Describes how to Guide For WebLogic Application Server y Set up Primavera Unifier servers and third party services gt Install and configure Primavera Unifier components IT professionals who are installing and configuring the server environment and the Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Primavera Unifier Installation and Setup Describes how to Guide for WebSphere Application Server
171. shell name gt already exists under location 808 shell number shell num already exists 810 Integration Interface not found 811 Invalid Filter Condition 812 Copy from shell template number is not correct 854 Amount exceeds remaining Reference Commit balance for one or more WBS codes 855 Reference commit value cannot be modified 867 Correct the syntax and resubmit the statement 869 Number of line items in the input file exceeds number of lines in the SOV 178 For More Information For More Information Where to Get Documentation If you need help with an operation in Primavera Unifier there are a number of resources to help you Note The Company Administrators for Unifier Cloud must use the Primavera Unifier Cloud Service Administrators Setup Guide instead of all the other installation and configuration guides in the Primavera Unifier Online Documentation Library Online Help If you have a question or need further assistance regarding a specific feature review the online help Click the Help menu from any Primavera Unifier window and choose gt Unifier Help This link goes to the Oracle Technical Network OTN Primavera Unifier Online Document Library From here you can access Primavera Unifier Online Help Primavera Unifier Administration Guide Primavera Unifier User s Guide Primavera uDesigner User s Guide Primavera Unifier Reference Guide You must have Adobe Acrobat Reader installed avai
172. should start and end with List Wrapper tag Spread file should not contain any List Wrapper tag Get Schedule Sheet Activities from Primavera Unifier Description This method will extract activities from any project or shell cost code of type WBS schedule sheet Support This method can only extract activities from project or shell level schedule sheets Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Program Level No Prototype public XMLObject getScheduleActivities String shortname String authcode String projectNumber String scheduleSheet Parameters Parameter Description Shortname Identifier of the company company s short name Authcode Authentication code for the company in text string projectNumber Identifier of project or shell in Primavera Unifier scheduleSheet Name of Schedule Sheet to import activities into 101 Integration Interface Guide Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getScheduleActivities acme acme authcode Proj 0001 Schedule Sheet 001 102 Methods Sample Return XML Schema lt xml version 1 0 encoding utf 8 gt lt xs schema attributeFormDefault unqualified elementFormDefault qualified xmins xs http www w3 org 2001 XMLSchema gt lt xs element name list wrapper lt xs complexType gt lt
173. silia America Sao Paulo 151 UTC 03 00 Buenos Aires America Buenos Air es 152 UTC 03 00 Cayenne Fortaleza America Cayenne 163 Integration Interface Guide 153 UTC 03 00 Greenland America Godthab 154 UTC 03 00 Montevideo America Montevideo 155 UTC 03 00 Salvador America Bahia 160 UTC 02 00 Coordinated Universal Time 02 Etc GMT 2 170 UTC 01 00 Azores Atlantic Azores 171 UTC 01 00 Cape Verde Is Atlantic Cape_Verde 180 UTC Dublin Edinburgh Lisbon London Europe London 181 UTC Dublin Europe Dublin 182 UTC Casablanca Africa Casablanca 183 UTC Coordinated Universal Time Etc GMT 184 UTC Monrovia Reykjavik Atlantic Reykjavik 200 UTC 01 00 Amsterdam Europe Amsterdam 201 UTC 01 00 Brussels Copenhagen Madrid Paris Europe Paris 202 UTC 01 00 Belgrade Bratislava Budapest Ljubljana Europe Budapest Prague 203 UTC 01 00 Amsterdam Berlin Bern Rome Europe Berlin Stockholm Vienna 204 UTC 01 00 Sarajevo Skopje Warsaw Zagreb Europe Warsaw 205 UTC 01 00 West Central Africa Africa Lagos 206 UTC 01 00 Windhoek Africa Windhoek 210 UTC 02 00 Athens Bucharest Europe Bucharest 211 UTC 02 00 Cairo Africa Cairo 212 UTC 02 00 Beirut Asia Beirut 213 UTC 02 00 Jerusalem Asia Jerusalem 214 UTC 02 00 Helsinki Kyiv Riga Sofia Tallinn Vilnius Europe Helsinki 215 UTC 02 00 Harare Pretoria Africa Joh
174. spread information FileObject is made up of two components String filename this should be the name of the zip file and the zip file with two files one for activity resource information and one with activity spread information Name of the activity resource information should be same as the one given under lt scheduleoptions gt lt ActivityFileName gt tag and the name of the name of the activity spread information should be same as the one given under lt scheduleoptions gt lt SpreadFileName gt 97 Integration Interface Guide Parameter scheduleOptions Description This element will allow message to carry optional information Following are the tags under this element lt MapName gt lt Activityldentifier gt lt WBS_NoOfLevelsToMerge gt WBS StartMergeFrom lt ActivityDeletion gt lt ActivityFileName gt lt SpreadFileName gt MapName Name of the data mapping that should be used while processing XML file Activityldentifier Possible values are GUID ID ID is the tag of Activity Id in Primavera WBS_NoOfLevelsToMerge This parameter will take a numeric value This parameter can be used by user to specify how many levels WBS Levels in P6 XML file should be merged together gt EXAMPLE Assume that P6 has following structure 5 0N DA DA03 F350 U1 1 095 ABC20 CAct04 If you specify 3 then two levels will be merged together But which 3 segments will be based on the next paramete
175. ss in as delimiter at all levels to separate parent and child Parent will be automatically created when you create child WBS Item element will take value of Description element This service will only work for Shells with Cost Code WBS 14 Methods Get WBS Codes Description This method gets the WBS Codes in Primavera Unifier for a particular project or shell Support This service is available at Company Level Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject getWBSCodes String shortname String authcode String projectnumber String options Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectnumbe Identifier of the project or shell in Primavera Unifier r options Three options are available status can be set to active or inactive If status is blank or not provided it will return all status cost type can be set to capital or expense If cost type is blank or not provided it will return all cost types summary detail can be set to true or false Setting to true leaving blank or not providing the value will return all summaries and detail WBS codes Setting to false will return on the detail WBS codes with no summaries Return Value XMLObject XMLObject is described in Appendix D of this document S
176. st Someone accepted the task In this scenario system will update record and move it to next step and will remove task from other users list including the use who accepted the task Someone accepted the task and move workflow to next step System will generate an error message as the task is already accepted and WF is moved out of that step Options Lineltemldentifier There are two scenarios Lineltemldentifier value is empty In this scenario system will add all line items delete bp lineitems tag will be ignored Lineltemldentifier value is not empty In this scenario value provided as part of Lineltemldentifier should be a tag under bp lineitems If not system will error out If Lineltemldentifier value is an element under bp lineitems then System will try to query up a line item based on the value provided under this element If the line is found then it will be updated If two lines are found then system will error out saying that there are duplicate rows If the line is not found then it will be added Above mentioned behavior is applicable to all lines on all tabs System will not update remove or add line items of cost type of business process records that has reached terminal status not just end step using this new service Options Lineltemldentifier will be ignored for following type of business processes Simple Document gt with detail form 49 Integration Interface Guide Text Options WFActionName and W
177. t lt _iszipfile gt yes lt _iszipfile gt lt scheduleOptions gt lt MapName gt Mapping lt MapName gt lt Activityldentifier gt ld lt Activityldentifier gt lt WBS_StartMergeFrom gt 2 lt WBS_StartMergeFrom gt WBS NoOfLevelsToMerge 3 WBS NoOfLevelsToMerge gt ActivityDeletion Confirm ActivityDeletion lt ActivityFileName gt Activity xml lt ActivityFileName gt lt SpreadFileName gt Spread xml lt SpreadFileName gt lt scheduleOptions gt lt List_Wrapper gt P6 XML file lt List_Wrapper gt lt ulink gt Sample Spread Data 99 Integration Interface Guide APIBusinessObjects xmIns http xmlns oracle com Primavera P6 V 7 API BusinessObjects xmins xsi http www w3 org 2001 XMLSchema instance xsi schemaLocation http xmIns oracle com Primavera P6 V7 APl BusinessObjects http xmins oracle com Primavera P6 V7 API p6apibo xsd gt lt a gt lt id gt A100 lt id gt lt sp gt lt sd gt 201 1 04 04T00 00 00 lt sd gt lt ed gt 2012 02 23T 17 00 00 lt ed gt lt pt gt DAY lt pt gt lt pd gt lt sd gt 201 1 05 30T00 00 00 lt sd gt lt ed gt 2011 05 31T00 00 00 lt ed gt lt amt gt 5555 555555555556 lt amt gt lt pd gt lt pd gt lt sd gt 201 1 05 31T00 00 00 lt sd gt lt ed gt 2011 06 01T00 00 00 lt ed gt lt amt gt 11111 111111111111 lt amt gt lt pd gt lt pd gt lt sd gt 201 1 06 01T00 00 00 lt sd gt lt ed gt 201 1 06 02T00 00 00 lt ed gt
178. t _servicename gt lt projectNumber gt proj 01 lt projectNumber gt lt List wrapper gt lt level gt uuu sp level name gt Level 1 uuu sp level name lt status gt status1 lt status gt uuu sp uom uuu sp uom level lt level uuu sp level name gt Level 2 uuu sp level name lt status gt status1 lt status gt uuu sp uom uuu sp uom level List wrapper lt ulink gt Additional Information Multiple levels can be created by repeating lt _level gt for each level record This service can be used for both Shells of cost code type WBS and Generic XML tags under _ level element are based on the integration interface definition of level form Update Level Description This method updates level record in Unifier This works only for project or shell level Support Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Prototype public XMLObject updateLevel String shortname String authcode string projectNumber String levelXML 135 Integration Interface Guide Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Unifier levelXML XML that contains information related to level that is getting created Return Value XMLObject XMLObjec
179. t is described at the beginning of this document Sample Method updateLevel acme acme authcode proj 01 levelXML will return the XML Record of the Level updated Sample INPUT Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt updateLevel lt _servicename gt lt projectNumber gt proj 01 lt projectNumber gt lt List wrapper gt lt level gt lt uuu sp level name gt Level 1 lt uuu sp level name gt status status1 lt status gt uuu sp uom gt sg ft lt uuu sp uom level lt level uuu sp level name gt Level 2 uuu sp level name lt status gt status1 lt status gt uuu sp uom gt sq ft lt uuu sp uom level List wrapper lt ulink gt Additional Information Multiple levels can be updated by repeating lt _level gt for each level record This service can be used for both Shells of cost code type WBS and Generic XML tags under _level element are based on the integration interface definition of level form To upate a level record in Unifier value under uuu sp level name will be used as identifier 136 Methods Get Level List Description This method will get a list of level record from Unifier This works only for project or shell level Support Installation ASP and Self host Level Yes or No Company Level No Project and Shell Level Yes Prototype public XM
180. t name Authcode authentication key for the company in text string copyFromProject this can be another project number or a template number projectXML content of the project that needs to be created projectXML Elements Tag Name Required Description Valid values project info Yes Base tag for new project data Only one project can be created at a time lt projectnumber gt Yes Project number of the new User defined number project that is getting created If this project number already exists you will get an error lt projectname gt Yes Project name of the new User defined name project that is getting created If this project name already exists you will get an error constructiontype No Type of construction New Construction 1 New Construction or Retrofit Remodel 0 Retrofit Remodel lt status gt No Status of the Project Active 1 Active Inactive On Hold Inactive 0 On Hold 2 lt typeofproject gt No Type of Project Values are based on the user dataset for Project Type data definition lt projectsite gt No Project site Values are based on the user dataset for Project Site data definition 64 Methods Tag Name Required Description Valid values lt startdate gt No Start Date of the project lt plannedcompletion No Planned Completion date gt lt revisedcompletion No Revised Completion date gt lt designcomplete gt No Design com
181. tatus Code Description 200 OK 300 Bad Data 302 Invalid Short name AuthCode 303 Invalid Project Number 304 Invalid Business Process Name 405 Method Not Allowed 406 Invalid Server URL 500 Server Error contact the system administrator 501 Not Implemented 503 Out of Resources 505 Invalid data 506 Invalid login 507 Error in creating directory for business process 601 Invalid Shortname Authentication code 602 Project Number is not Correct 603 Business Process Name is not correct 175 Integration Interface Guide String Status Code Description 605 No Budget setup for the project 606 Budget is not correct 608 XML is not valid 609 Project Template Project Number is not correct 610 Only Cost and Line Item BPs are supported 611 Only Cost and Line Item BPs are supported 612 Project Template Project name already exists 613 Project number already exists 614 ProjectXML should contain project number and project name tags 615 Error processing XML 616 XML is null or empty 617 Found duplicate project numbers 650 Create BP failed because 651 WBS Code is not Present 654 WBS Code is not in the correct format 655 Could not create WBS Item 656 Object Name is null or empty 657 Invalid record no 658 field record no is not present 659 field record no is empty 660 field record no is duplicate 661 Inte
182. tatus gt Inactive lt status gt lt group_add gt Group1 lt group_add gt lt group_remove gt Group2 lt group_remove gt shelluser gt lt shelluser gt lt username gt user4 lt username gt lt status gt Active lt status gt shelluser gt lt List_Wrapper gt lt ulink gt Additional Information The project shell number is mandatory shelluser will be the base tag which can be repeated with the data in order to update multiple company shell users and their group membership The unique identifier will be the user name and based on the matching user name the passed on fields should be updated group_add group remove and status are optional tags Status can be either Active Inactive or empty Empty status or no status should be interpreted as Active status Group1 and Group2 in this sample XML data refer to group names for the user to be added to and removed from respectively Pre requisite for this web service to successfully add users to the shell membership Add the company user to the shell membership only if the user exists in company users log at the company level and is with active or on hold status Add the partner user to the shell membership if the user exists in partner user log at the company level and is with active or on hold status If the partner user doesn t exists at the company level than the web service will user to both company level partner user log an
183. te record and will mark it Active New currency codes can be added as part of this call If an invalid currency code is provided as part of currency code then that code will be ignored and other codes will be processed If the call is successful new record with rates will be added Currency name is not mandatory For valid currency codes refer to Appendix C Get Exchange Rates Description This method will get exchange rates from the latest exchange rates record 121 Integration Interface Guide Support Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Program Level No Prototype public XMLObject getExchangeRates String shortname String authcode String rates Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string Rates Exchange rates of one or more currency codes with respect to company base currency Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method getExchangeRates acme acme_authcode rates Sample XML Return Data lt list_wrapper gt lt exchange_rate gt lt currency_name gt Australia Dollar lt currency_name gt lt currency_code gt AUD lt currency_code gt lt rate gt 2 086 lt rate gt lt exchange_rate gt lt exchange_rate gt lt currency_name gt United States Dol
184. the data element used to capture name of the shell using SYS Shell Name Get Project Shell List Description This method will allow users to get a list of project and shell instances User can get information of more than one project and shell at a time Support Installation ASP and Self host Level Yes or No Company Level Yes Project or Shell Level No Program Level No Prototype public XMLObject getProjectShellList String shortname String authcode String options 115 Integration Interface Guide Parameters Parameter Description Shortname Identifier of the company company s short name Authcode Authentication code for the company in text string Options This parameter allows the user to filter the list based on the following status select a status of Active Inactive On Hold or View Only If no status is provided then all projects and shells are returned type select the type to be returned Value can be project wbs shell or generic shell If no type if provided then all projects and shells will be returned filter condition filter the results based on either the projectnumber or projectname Return Value XMLObject XMLObject is described in Appendix D of this document Message will return list of project and shells based on filter conditions Sample Method getShellList acme acme authcode type wbs shell Sample XML Input lt ulink gt
185. the record will be created and will be created and will stay in the initial status that is valid User has to go through remaining workflow process If itis a non workflow based then the message can send a valid status and the record will take that status If there is only one status defined for the BP then by default that status will be picked even if user sends a wrong status value Return Value XMLObject XMLObject is described in Appendix D of this document 31 Integration Interface Guide Sample XML Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt addBPLineltem lt _servicename gt lt _projectNumber gt proj001 lt _projectNumber gt lt BPName gt bp name lt _BPName gt lt recordNumber record number recordNumber gt lt list wrapper gt lt bp gt record no gt 1234 lt record no lt bp lineitems gt effective date 2005 11 20 effective date status Open status gt bp lineitems gt bp list wrapper lt ulink gt Additional Information This interface can be extended with additional data elements In order for Primavera Unifier to recognize those elements the data element name has to match those created in uDesigner for this business process YTB AFC If the tags YTB or AFC are present in the line items Primavera Unifier processes these tags If they are not present Prim
186. thods uuu user lastname userl uuu user lastname gt uuu user timezone pref 51 uuu user timezone pref uuu user timezone gt 51 lt uuu user timezone gt uuu user password 123123 uuu user password user List wrapper lt ulink gt Update User Description This public method will allow users to update one or more company users Support Installation ASP and Self host Level Yes or No Company Level Yes Project and Shell Level No Program Level No Prototype public XMLObject updateUser String shortname String authcode String userXML Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string userXML Information of the user s that must be updated based on the integration interface definition of the User Attribute form in uDesigner Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateUser acme acme authcode user information 127 Integration Interface Guide Sample uLink XML Input Data List Wrapper gt lt user uuu user loginname gt userilogin lt uuu user loginname gt uuu user firstname userlfirstname uuu user firstname gt uuu user lastname gt userilastname lt uuu user lastname gt uuu user email gt user1email Dacme com lt uuu user email uuu user sta
187. tivelnteger gt lt xs element name Start type xs string gt lt xs element name Finish type xs string gt lt xs element name Duration type xs decimal gt lt xs element name PercentComplete type xs decimal gt lt xs element name FlagMilestone type xs positivelnteger gt lt xs element name FlagComplete type xs positivelnteger gt lt xs element name Float type xs decimal gt 103 Integration Interface Guide lt xs element name FixedCost type xs decimal gt lt xs element name LaborCost type xs decimal gt lt xs element name NonLaborCost type xs decimal gt lt xs element name TotalCost type xs decimal gt lt xs element name ActivityW orkHours type xs decimal gt lt xs element name IgnoreResourceCalculation type xs positivelnteger gt lt xs element name OutlineLevel type xs unsignedByte gt lt xs element name SummaryRow type xs unsignedByte gt lt xs element name Lastmodified type xs string gt lt xs element name NotifyRescource type xs boolean gt lt xs element name EarlyStart type xs string gt lt xs element name EarlyFinish typez xs string gt lt xs element name LateStart typez xs string gt lt xs element name LateFinish type xs string gt lt xs element name FlagUpdateActivityPercent type xs positivelnteger gt lt xs element name Guid type xs string gt lt xs
188. tring BPName String BPXML String options Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string shellNumber Identifier of the project or shell in Primavera Unifier BPName Identifier of the BP 46 Methods BPXML Content of the BP that needs to be updated and moved to next step Options This tag will allow user to send additional information related to workflow and line items Following are the tags under options tag and their description gt Lineltemldentifier Name of the DE on the detail form line item to uniquely identify line items gt WFCurrentStepName Name of the current workflow setup gt WFActionName Action that should be taken to move the WF to next step SYS Auto Sequence type DE Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateBPRecordV2 acme acme authcode PRJ 0001 Contracts XML content gt lt options gt 47 Integration Interface Guide Sample uLink XML Input Data lt ulink gt lt _shortname gt acme lt _shortname gt lt _authcode gt acme_authcode lt _authcode gt lt _servicename gt updateBPRecordv2 lt _servicename gt lt projectnumber gt PROJ 00001 lt projectnumber gt lt bpname gt Purchase Requisition lt _bpname gt lt options lt Lineltemldentifier gt sysAutoSegDet lt L
189. tus gt 1 lt uuu user status uuu user timezone pref gt 110 lt uuu user timezone pref gt uuu user dateformat gt MM DD YYYY HH MM AM lt uuu user dateformat gt User lt List_Wrapper gt Additional Information _user will be the base tag which can be repeated with the data in order to update multiple company users The unique identifier will be the user name and based on the matching user name the passed on fields should be updated The Web Services call for user administration includes a XML tag to support the Proxy login setup The Data Element DE for the XML tag is uuu user proxy config This is not a required field so the default value remains unchecked Users can be created using the CreateOject WS method and the XML tag is allowproxy To map the values for checkbox gt Ifuuu user proxy config Or allowproxy is set to Yes then the Check box Do not allow Proxies in Proxy tab should be unchecked gt Ifuuu user proxy config oOrallowproxy is set to No then the Check box Do not allow Proxies in Proxy tab should be checked Update User Group Membership Description This public method will allow users to update one or more company user s membership to company level groups Support Installation ASP and Self host Level Yes or No Company Level Yes 128 Methods Level Yes or No Project and Shell Level No Program Level No Proto
190. type public XMLObject updateUserGroupMembership String shortname String authcode String membershipXML Parameters Parameter Description Shortname identifier of the company company s short name Authcode authentication key for the company in text string membershipXML Information of the user s that must be added and or removed from company level groups Return Value XMLObject XMLObject is described in Appendix D of this document Sample Method updateUserGroupMembership acme acme authcode lt user information gt Sample uLink XML Input Data lt ulink gt lt _shortname gt acme lt _shortname gt lt authcode gt acme authcode lt authcode gt lt _servicename gt updateUserGroupMembership lt _servicename gt lt List_Wrapper gt lt _user gt lt username gt user1 lt username gt lt group_add gt Group1 lt group_add gt lt group_remove gt Group2 lt group_remove gt lt _user gt lt List_Wrapper gt lt ulink gt Additional Information user will be the base tag which can be repeated with the data in order to update multiple company users group membership The unique identifier will be the user name and based on the matching user name the passed on fields should be updated 129 Integration Interface Guide Group1 and Group2 in this sample XML data refer to group names for the user to be added to and removed from respectively Get User List Descript
191. vera Unifier wbs code Cost WBS Code is a required field if you are sending line information under bp lineitems status Any a If BP uses a status field then you can send status tag b If the BP is a workflow based then the record will be created and will stay in the initial status that is valid User has to go through remaining workflow process C If itis non workflow based then the message can send a valid status and the record will take that status If there is only one status defined for the BP then by default that status will be picked even if user sends a wrong status value record no Any You can send record number by using this tag If you do not specify a record no tag as part of message then a new record will be created Primavera Unifier will assign a record number If you specify a record no then system will create a record with the given record number If the record number is a duplicate number then an error message will be send back as response If the record no is specified and if it does not exists then a new record will be created Return Value XMLObject or XMLFileObject XMLObject and XMLFileObject is described in Appendix D of this document This is dependent on which WSDL you are going to use If you use WSDL 1 then you should expect XMLObject as return value If you use WSDL 2 then you should expect XML FileObject as return value Sample XML Data Sample XML Data
192. vity will use the existing calendar defined in the Schedule Sheet properties There must be a calendar in Unifier with the same name as the calendar in the import file See Creating Multiple Calendars 1 Resource Assignments Select this checkbox to retain the resource assignments from the XML source file If you want to import resources define the resource types for the data definition SYS Resource Type For Microsoft Project files use standard resource types Work Material and Cost Upon import these resource types will soft book 2 WBS Codes Select this checkbox to import WBS codes 3 Number of Levels If you choose to import Primavera WBS codes you can specify the segments that should be considered in the Primavera XML file for the codes from 1 to 9 and the WBS code suffix mask See WBS code options for Primavera XML and Microsoft Project XML for details 4 Suffix Mask Does not apply for Microsoft Project XML files and this value is ignored when files of this type are imported You can use a constant or a data element value in the Suffix Mask Data Elements Select the appropriate checkboxes if you want to export activities rows and whether to include dependencies resource assignments and or WBS codes Click OK One of the data mappings can be selected as default This defaulting concept will be used while processing a web services call How to use a data mapping and where default data mappin
193. xs sequence gt lt xs element maxOccurs 1 name ScheduleProperties gt lt xs complexT ype gt lt xs sequence gt lt xs element maxOccurs 1 name Name type xs string gt lt xs element maxOccurs 1 name Description gt lt xs element maxOccursz 1 name Company type xs string gt lt xs element maxOccurs 1 name Author type xs string gt lt xs element maxOccurs 1 name CreationDate type xs string gt lt xs element maxOccurs 1 name LastSaved type xs string gt lt xs element maxOccurs 1 name StartDate type xs string gt lt xs element maxOccurs 1 namez FinishDate type xs string gt lt xs element maxOccurs 1 name MainSheet type xs boolean gt lt xs element maxOccurs 1 name Status type xs string gt lt xs element maxOccurs 1 name SheetLock type xs boolean gt lt xs element maxOccurs 1 name ColumnTop type xs string gt lt xs element maxOccurs 1 name ColumnLeft typez xs string gt lt xs element maxOccurs 1 name ColumnRight type xs string gt lt xs sequence gt xs complexType lt xs element gt lt xs element maxOccurs 1 name Activities gt lt xs complexT ype gt lt xs sequence gt lt xs element maxOccurs unbounded name Activity gt lt xs complexType gt xs sequence lt xs element name description gt lt xs element name ActivityName type xs string gt lt xs element name Activityld type xs posi
194. y HH mm ss MM dd yyyy HH mm ss MM dd yyyy HH mm ss z this format accepts timezone MM dd yyyy HH mm ss z this format accepts timezone yyyy MM dd HH mm ss yyyy MM dd T HH mm ss yyyy MM dd MM dd yyyy hh mm is a 24 hour clock Users should specify time in hours instead of AM PM notation In MM dd yyyy HH mm ss Z signifies timezone Please note that Primavera Unifier converts user specified time in PDT timezone and stores in the database in a PDT format For example if a user sends 01 01 2011 15 01 EDT as the time format to Primavera Unifier it stores it as 01 01 2011 12 01 PDT in the database This setting is based on user preferences and Primavera Unifier will display the date according to the time zone specified by the user Tag names are case sensitive ex BP is not a valid tag When designing BP s which are related to Integration All BP s should have the record no tag in the upper forms and for cost related BP s amount field should be present in the line items If the XML has a leading tag lt xml encoding iso 8859 1 gt we support all characters within this ISO standard There are no form level validations required field form level validation rules etc auto populate feature through Integration if integration interface is not designed for a business process Tag names are case sensitive ex BP is not a valid tag When designing BP s which are related to Integration All BP s should have the record n
195. y for Oracle Primavera Unifier All users should read this guide The Unifier network administrator database administrator and Unifier administrator should read this guide Configuration Documentation Title Primavera uClient Configurator Setup Guide Description Describes how to set up the Primavera uClient Configurator All users should read this guide Primavera Unifier File Transfer Utility Instructions Describes how to download and install the Primavera Unifier File Transfer Utility All users should read this guide uCAD Installation and User s Guide Provides instructions on how to download and install the Primavera Unifier CAD Application on your desktop and configure it to work with your AutoCAD application It also includes details on how to use uCAD with AutoCAD and Primavera Unifier All users should read this guide 182 For More Information Title Configuring BI Publisher for Unifier Description Provides instructions on how to gt Download BI Publisher gt Configure BI Publisher settings gt Configure BI Publisher in Primavera Unifier Create BI Publisher reports gt Run BI Publisher reports The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Configuring Unifier for Single Sign On Provides procedures to configure Primavera Unifier that is running on Win
196. ype public XMLObject createBPRecord String shortname String authcode string projectNumber String BPName String BPXML Parameters Parameter Description shortname identifier of the company company s short name authcode authentication key for the company in text string projectNumber Identifier of the project or shell in Primavera Unifier If you want to create a BP record at Company level then pass null for this parameter BPName Identifier of the business process in Primavera Unifier for example Invoice This is case sensitive and should be the name as given in uDesigner BPXML identifier for BP content in XML format BPXML Elements The elements that include as part of BPXML parameters is dependent on the Integration interface design of your BP in uDesigner XML format can be exported downloaded from uDesigner Elements with direction marked as Input or Both will be part of XML format Note that elements lists should be send based on the type of BP and your design in uDesigner 18 Methods Following a list of elements that can be included as part of integration design in uDesigner and behavior when you include them Note that elements lists should be send based on the type of BP for which you are creating a record Tag Name BP Type Description lt amount gt Cost Amount is a required field if you are sending line item information under bp lineitems You will see same value on Prima
197. zation and Web Services About Web Services New records can be created and line items added using Integration through Web Services Also the Unifier Schedule Manager integrates with Primavera scheduling software by way of Web Services Note Integration through Web Services must be coordinated with an Oracle Primavera representative As Project Administrator you can receive email notification of the successful creation of a shell instance for shells that are created manually through Web Services or a CSV file upload or through auto creation This notification can be set up in email notifications in uDesigner Also you can set your User Preferences to control whether you receive these notifications Refer to the Primavera Unifier Integration Interface Guide for data elements you can use with Web Services Web Services and Internationalization The Web Services support Internationalization language translation according to the User s Preference language Since Web Services allows interaction between two systems machine to machine the data is transferred from one system to an external system Unifier Web Services Note If a record Example Business Process is created by using Web Services and the Data Definition DD label includes a non ASCII string then the record creation will fail Number formatting of data When you enter numeric data in XML you can use the decimal point period and negative sign dash only Exam

the Primavera Unifier Integration Interface Guide

Contents

Download Pdf Manuals

Related Search

Related Contents