Basic set up in General tab and Settings tab

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Basic set up in General tab and Settings tab

To set up a non-workflow business process

Open the project or shell, or (for a company-level business process) go to the Company Workspace tab, and switch to Admin mode.

Navigate to the Business Processes log.

Select the non-workflow BP and click Open. The Setup log opens.

Click New. The Business Process Setup window opens.

Complete the tabs as described below and click OK.

Click Yes to activate the BP and make it available to users, or click No to keep the BP inactive until a later date.

In this field:

Do this:

Setup Name

Enter a unique name (required field).

Description

Enter a description. This is optional, but recommended.

Help File

Allows you to add a custom PDF help file.

Default Record Status

Use this field in setting up the creation of non-workflow business processes. The status you enter here will be used as the beginning status for a record created using any method—manual, integration, or auto-creation of any type.

Send error notification to:

Specify the user to receive error notifications.

SmartForm Template:

See “About SmartForms” for details.

Save Record Information to Document Manager

Select this check box if the records produced by this business process should be automatically saved in the Document Manager. If you select this option, Unifier will send a copy of the business process’ records, along with their comments and attachments, to a specified folder* in the Document Manager. The owner of the published record will be the assignee of the business process that published it. If the record already exists in the folder, the record will be published as a revision. If the path to the folder is invalid for any reason, the record will be sent to the Unpublished Documents node.

Depending on how you set up the business process, it can be automatically published to the Document Manager whenever an email notification is sent regarding the status of the business process.

* This folder is identified on the business process with this data element uuu_dm_record_info_path. For information about this element, see the Primavera Unifier and uDesigner Reference Guide.

Default Record format for Notification and Document Manager

This option has two purposes:

•

If you want notification sent to users whenever a business process record is created or modified, use this option to specify the format in which you want the notification to be sent.

•

If you have checked the Save Record Information to Document Manager check box, use this option to specify the format in which the business process records should be saved.

Cash Flow: Default Template

This option only appears in WBS code-based Base Commit business processes. It allows you to enable the auto-creation of a commitment-level cash flow curve at runtime for the business process record. The curve is based on the selected commitment-level cash flow template, and is created when the record is completed (Finish Editing is clicked on the BP form).

•

Click Add and choose a template.

For more information, see Setting up auto-creation of cash flow curves from contracts.

Add the creator and editor on the Settings tab:

In this field:

Do this:

Creator(s)

Click Select to choose the creators of the BP: those users who may create a new BP record from this setup.

Editor(s)

Optionally, click Select to choose users and/or groups who can edit the business process without being granted explicit record-level permission. This allows users other than the assignee to edit the business process record. The Editors field can include users and groups that are also entered under Creator(s).

The Editors can be added on these BP types:

•

Line Item

•

Cost (all types, including Lease and Line Item with Multiple Codes)

•

Document

•

Simple

•

RFB

•

Text

Users or groups that you add as Editors can open and edit any record that they can see listed in the business process log, per their view access permission (View User Records, View Company Records, or View All Records). The user who is designated as an Editor must have at least one of these permissions to be able to view the record in the log to access it to edit.

Allow Quick Calendar Entry

Click Select and choose the users and/or groups who will be allowed to use the quick entry feature to reserve the object of this business process, or to edit or delete it from the calendar.

Note: This option will appear only on those business processes that have been calendar-enabled by design.

Oracle Corporation