Change user group assignments or add new users in bulk

You are here: Primavera Unifier Administration Mode > Company Administration > User and Group Administration > Change user group assignments or add new users in bulk

Change user group assignments or add new users in bulk

To add or remove user group assignments in bulk

Go to the Company Workspace tab and switch to Admin mode.

In the left Navigator, click Company Sponsored Projects > All or Company Sponsored Shells > shell log (for the shells that you have configured).

Select projects or shells from the log.

Choose File > Export > Export User Group Assignments > All Projects/Shells or File > Export > Export User Group Assignments > Selected Projects/Shells. This will export the current user group assignments for all or the selected projects or shells to a CSV file. The exported file contains all users and group assignments for the selected projects or shells. Empty project groups are exported as well. Users that are not assigned to groups are not exported.

All columns are required, except the Action column. The Action column determines if a user is added to a group, removed from a group, or if no action occurs for a user’s group assignment. Enter Remove to remove a user from a group; enter Add to add a user to a group. Users are automatically added in the Active status. If you leave the Action column blank for a user, no action occurs for that user’s group assignment.

Note: The words Remove and Add must be initial capitalized.

To change a group assignment for a user, remove the user from one group and then add them to another.

You can also add new users at this point by adding a new lines to the sheet and entering the data for the new users. On import, these new users are added to the project or shell with Active status. When you add new users, you must enter data into all columns except for Action, which is optional. New partner company users are added to Partner Company Users as well as to the project or shell.

Save the CSV sheet when you are finished modifying the user group assignments or adding new users.

Navigate back to the log and choose File > Import > Import User Group Assignments.

Upload the modified CSV file and click OK.

The import process will load all rows that have no errors.The import can issue exceptions if:

•

A user is not a valid user in Primavera Unifier

•

The user/company combination is not valid

•

The group is not valid in the project/shell

•

The Partner user license is exceeded

•

Action specified is invalid

•

Insufficient permissions exist to add users or add and remove group assignments

Oracle Corporation