Introduction

Once the Oracle Integration is set up and registered in CupixWorks, you can use it to keep Oracle Primavera Cloud (OPC) schedules and SiteInsights progress data in sync. This workflow has three parts:

• Import the OPC schedule into SiteInsights using the Load and Update by OPC Schedule option in the SiteInsights Schedule editor. Activities pulled from OPC are automatically mapped to your pre-configured CupixWorks tasks.
• Export SiteInsights progress results back to OPC, which writes three new columns into the OPC activity view: Cupix Capture Date, Cupix Reported Progress, and Link to Cupix.
• Re-sync the schedule when activities or dates change on the OPC side, using the same Load and Update by OPC Schedule action.

Prerequisites

Before using the OPC schedule sync, confirm the following:

• The Oracle Integration is registered and active in Project Setup → Integrations in the CupixWorks Project Admin Center.
• The CupixWorks project is linked to the correct Oracle Primavera Cloud project.
• SiteInsights is enabled for the project, with BIM, levels, work areas, categories, and tasks configured. OPC activities are mapped to these pre-configured tasks, so the tasks must exist first. For SiteInsights setup, see SiteInsights Setup Guide.
• You have Project Admin permissions to edit Schedule Setup and to run Export from the SiteInsights dashboard.

Import the OPC Schedule

The OPC schedule import is available as one of the options in the Update menu on the Schedule editor, alongside ScheduleSyncer, WBS Schedule, and CSV imports. Selecting it pulls activities directly from your linked Oracle Primavera Cloud project and maps them to your pre-configured CupixWorks tasks automatically.

To import an OPC schedule:

1. Go to Project Setup → SiteInsights → Schedule, then click Edit in the top-right corner.
2. In Edit mode, click Update at the top of the schedule table. The menu lists five options: ScheduleSyncer (BETA), Load and Update by OPC Schedule, Load and Update by WBS Schedule, Import CSV, and Import Simple CSV.
3. Select Load and Update by OPC Schedule.

4. The schedule table populates with activities pulled from OPC. The Activity ID, Activity Name, Level, Work Area, Vendor, Start Date, and End Date columns are filled in automatically based on the mapping between OPC activities and your CupixWorks tasks.

5. Review the imported schedule. If any tasks have missing start or end dates, CupixWorks displays a warning banner at the top of the table (for example: "Start dates are missing for 2026 tasks. End dates are missing for 2026 tasks.").
6. Click Save to finalize.

Refining the AI Mapping with Custom Instructions

Activity mapping between OPC and CupixWorks is AI-assisted. For projects where naming conventions differ significantly (for example, "L2" versus "Level 2", or "T1-N" versus "Tower 1 North"), you can refine the AI's behavior by adding custom instructions through ScheduleSyncer.

Custom instructions are optional. Without them, the AI works from its pre-trained naming-convention knowledge and maps most activities correctly. Adding instructions becomes useful when:

• Your OPC activities use abbreviations or codes that don't directly match CupixWorks Level, Work Area, or Category names.
• You're re-syncing the same OPC project repeatedly and want the AI to remember mapping rules across runs.
• The first import produced low-confidence matches in the Areas or BIM Categories and Trades tabs.

To set up or refine custom instructions, run the ScheduleSyncer flow. The Pre-Process step shows the AI's current name matches in the Naming Convention Match panel, alongside an optional Custom Instructions for AI panel where you can type a rule such as "L1 in schedule = Level 1 in CupixWorks":

Export SiteInsights Results to OPC

After SiteInsights generates progress data from your captures, you can push the results back to Oracle Primavera Cloud directly from the SiteInsights Schedule editor. Export writes three columns into the OPC activity view so your Primavera schedule reflects field-measured progress.

To export to OPC:

1. Open Project Setup → SiteInsights → Schedule.
2. In the SiteInsights top navigation bar, click the download (export) icon in the top-right corner, then select Export Progress to OPC.

3. Once the export completes, the three Cupix-managed columns are written into the linked OPC project's Activities view. The columns are created automatically by the export, but they may not be visible in OPC right away. To see them, turn on their visibility in OPC's Gantt chart column-visibility settings. You don't need to create the columns, only enable them.

What Gets Written to OPC

Each Export to OPC writes the following three columns into OPC's Activities view:

• Cupix Capture Date — the capture date in CupixWorks used as the basis for the progress calculation. This is the actual date the site was captured and progress-tracked, not the date Export was run. All rows pushed in a single export typically share the same Cupix Capture Date.
• Cupix Reported Progress — progress as a percentage, calculated as the share of completed tasks out of the total tasks for that activity. Values range from 0% to 100% per row.
• Link to Cupix — a SiteView deep link that opens the work area containing the activity. This is a coarse navigation: the link takes the viewer to the work area, not to the precise activity location within it. Activities sharing the same work area share the same Link to Cupix URL.

Verify Pushed Data in Oracle Primavera Cloud

To confirm the data arrived:

1. Open the linked project in Oracle Primavera Cloud and navigate to the Activities view.
2. Ensure the layout is set to Current Schedule (visible at the top of the Activities view).
3. Locate the Cupix Capture Date, Cupix Reported Progress, and Link to Cupix columns. The export creates these columns automatically, but they may be hidden. Turn on their visibility in OPC's Gantt chart column-visibility settings if you don't see them.
4. Click a Link to Cupix value to open SiteView at the corresponding work area.

Re-sync the Schedule When OPC Changes

When activities, dates, or scope change on the OPC side (for example, when a planner updates dates directly in Primavera), re-run the OPC schedule import in CupixWorks to refresh the schedule table.

To re-sync:

1. Go to Project Setup → SiteInsights → Schedule, then click Edit.
2. Click Update and select Load and Update by OPC Schedule again.

3. The schedule table refreshes with the latest activity data from OPC. Activity IDs, names, levels, work areas, vendors, and dates are updated to reflect the current state of the linked Primavera project.
4. Review the updated schedule and click Save.

Troubleshooting

If you run into any issues with the OPC schedule import or with Export Progress to OPC, such as connection errors, missing activities, or unexpected results, contact the Cupix team for support.