How to Import and Set up Business Processes

Information is entered and stored in Primavera Unifier using electronic business process forms and routed via fully configurable workflows. Business processes -- and their workflows, logs, and even the search parameters -- can be created and designed in Primavera Unifier. They are then imported into Primavera Unifier, configured for use, and setup for use in specific projects, shells or the company workspace.

Setting up business processes (BPs) for use in Primavera Unifier consists of the following steps:

Step 1: Import business processes from Primavera uDesigner.

Step 2: Configure the BPs. This configuration enables the BP to be set up for use. It consists of establishing the record number sequence, determining which BP log the records will be stored in, and activating workflows.

Step 3: Set up the BPs. After configuring, BPs must be set up for use at the company level or in individual projects or shells. For workflow BPs, you can create multiple setups that allow you to use the same BP form with any number of customized workflows.

Step 4: Grant permissions. After setting up and activating a business process, you must grant User Mode permission to all users (including yourself) who will need to view records or participate in a workflow.

Note: Not all BPs work in all areas of Primavera Unifier. See “Business Process Functionality in Primavera Unifier” for a table listing all available business processes and the functional areas in Primavera Unifier in which they are available for use.

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