Add a custom business process help file

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Add a custom business process help file

You can create your own help files for Primavera uDesigner-created business processes. These help files will be available to other users from the Help menu in both the business process log and the individual business process form. The help files must be in Adobe Acrobat PDF format.

You can add the help file to new or existing BP setups. If you add the help file after individual BP records have already been created, the help file will not be available to the existing records; however, it will be available immediately from the BP log or in any new BP that is created after the help file has been added.

Custom BP help files can be added to project-level or company-level BPs.

To create a custom BP help file

Be sure that you have installed on your system Adobe Acrobat or other application that includes a plug-in allowing the ability to create a PDF file.

In Microsoft Word or a similar application, write the BP instructions that you wish to be made available to other BP users. Save the BP help file, but do not close it.

With your BP help file still open, do one of the following to create a PDF file. This will depend on how your system is set up.

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Print to PDF file: Click the File menu and choose Print. From the Printer drop-down list, select Adobe PDF as the printer, and click OK. Name the PDF file and click OK.

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Save as PDF file: Click the File menu and choose Save as PDF. Name the PDF file and click OK.

The PDF file will be generated, and can be viewed using Adobe Acrobat Reader.

To add a custom BP help file to a new or existing BP setup

In Administration Mode:

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For a business process at the company level, go to the Company Workspace tab and click Company Workspace > Business Process Setup.

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For a business process in a project or shell, open the project or shell and, in the Navigator,click Setup > Business Process.

Note: Even though the help file is added to an individual setup window, it is automatically added to all setups for that BP. The help file will be available immediately to all users with access to the BP log in User Mode, and will be available to any individual BP record created after adding the help file.

Select the BP from the log and click Open. The Setup log for the BP opens.

Click New to create a new setup, or select an existing setup from the log and click Open. The Business Process Setup window opens.

In the General tab, click the Help File Add button. The File Upload window opens.

Click Browse and navigate to the help file that you want to add. The help file must be an Adobe Acrobat PDF file. Click OK to attach the file and close the File Upload window.

When you have completed the Business Process Setup window, click OK.

To access the BP Help link

In User Mode, navigate to the business process log.

Click the Help menu, then click the business process name, which appears at the bottom of the Help menu. If a BP help file has been added to the business process form setup, the PDF file will open.

You can also access the file from business process form. Open a business process record, click the Help menu, and click on the business process name.

Oracle Corporation