Run a Global or Project Business Flow from a Workspace

Run a global or project business flow directly from a workspace to synchronize global or project data between Primavera Cloud and other applications. You can synchronize the project data for a new project or an existing project in the workspace. You can select a variety of filters to synchronize data for a new project without creating the project in the workspace.

To run a global or project business flow from a workspace:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Integration, and then select Synchronize.
3. On the business flow row, select the  Context menu, and then select Run.

   For workspace-level business flows, you will receive a notification when the synchronization job starts and another notification when the job completes.

4. For project-level business flows, in the dialog box, select one or more projects that you want to synchronize.
   1. In the Filter Type list, select the method for identifying projects.
      • Project Ids or Project Code: Select if you want to run a business flow for one or more specific projects.
      • EPS Ids: Select if you want to run a business flow for all projects associated with an EPS.
   2. Filter Value: Enter the values for your selection in the previous step. You can enter more than one comma-separated values if you want to run the business flow for more than one project.

      Note: A project does not need to currently exist in Primavera Cloud before synchronizing. A project will be created during the synchronization process.

5. Select Add.
6. Select Run.

   Notes:

   • You will receive a notification when the synchronization job starts and another notification when the job completes.
   • Select Cancel if you want to run the business flow later. Your selected filter types and filter values will not be deleted if you choose to cancel.