You are here: Primavera Unifier Administration Mode > Configurable Manager Setup > Setting up A Code and Records-Based Configurable Manager

Setting up A Code and Records-Based Configurable Manager

Configurable managers as well as the classes, forms, and corresponding logs must be designed in Primavera uDesigner. You must also define the BPs that work with the configurable manager.

Step 1: Set permissions to import configurable managers.

Step 2: Import configurable managers into Primavera Unifier from Primavera uDesigner.

Step 3: Set permissions to import classes.

Step 4: Import classes.

Step 5: Configure the code and records-based manager.

Step 6: Set template administration permissions.

Step 7: Create template sheets and add columns.

Step 8: Set permissions on the user side.

Note: The specific name of the configurable manager is assigned in Primavera uDesigner. The generic term used in the instructions is Configurable Manager.

Setting Permissions to Import Configurable Managers

Importing Code and Records-Based Configurable Managers

Setting Permissions to Import Classes

Importing Classes for Code and Records-based Configurable Managers

Configure configurable manager classes

Run an error check on a class

Configure a Data Picker for the manager

Setting Template Administration Permissions

Creating Class Template Sheets

Setting User Permissions for Code and Records-Based Managers

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