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Import a Primavera uDesigner business process

Before importing Primavera uDesigner BPs into Primavera Unifier, be sure you have checked for errors and changed the status to Complete in Primavera uDesigner.

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Note: It is strongly recommended that you import, configure, set up, and test your business processes in Primavera uStage before deploying them into your Primavera Unifier environment.

To import a Primavera uDesigner business process into Primavera Unifier or uStage

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Primavera uDesigner > Business Processes in the left Navigator. The Primavera uDesigner Business Processes log opens.
3 Click the Import button. The Primavera uDesigner Login window opens.
4 Enter the following information:
• Company Short Name: Identifier used for your company that was set up during configuration.
• Authentication Key: Set up at the time the company was configured. It is like a password that provides import access to the Primavera uDesigner processes created for your company. Contact your site administrator for further information.
• Primavera uDesigner URL: Web address of the Primavera uDesigner server (for example: uDesigner.skire.com).
5 Click OK. The Import Business Process From uDesigner window opens, listing the business processes that are available to be imported (have passed error checks and have been marked with status Complete in Primavera uDesigner).
6 Choose a business process from the list and click the Import button.
7 Repeat for each business process to be imported.

Importing Forms that Contain Data Pickers. Data pickers point to a data source for the records they display. If that data source—the BP, shell, space type, manager class, planning item, or user—to which the picker is pointing is not already in Unifier, you will receive a warning. The business process will not operate correctly until the data source is imported.

 

 

 

 

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