How To Setup the P6 "Send to Summary Sheet" feature.
(Doc ID 2171842.1)
Last updated on MAY 01, 2023
Applies to:
Primavera Gateway - Version 15.1.0.0 and laterPrimavera Unifier - Version 15.1.0.0 and later
Primavera P6 Enterprise Project Portfolio Management - Version 15.1.0.0 and later
Information in this document applies to any platform.
Goal
The following document outlines the steps which must be performed to configure the P6 "Send to Summary Sheet" feature which allows the P6 WBS hierarchy and summarized information about projects, baselines, expenses, and resource assignments data to be sent to the Unifier Summary Sheet.
Solution
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In this Document
| Goal |
| Solution |
| PART I - Creating the CBS Codes in Unifier: |
| PART II: Importing CBS Codes to P6 EPPM: |
| PART III: Verify the Transfer of Codes: |