Company Administration Overview

A sponsor company is a company that commissions projects. Projects are created in Primavera Unifier under that company as Projects (standard) or Shells. A partner company is a consultant, contractor or vendor company that is associated with a sponsor company. A partner company may work on some or all of the projects or shells that the sponsor company commissions. A sponsor company may have many partners.

Company Administrators generally administer sponsor company functions. This includes managing company details such as contact information, adding and managing users and groups, setting up and managing data structure, importing business processes and attribute forms from Primavera uDesigner, and configuring the user mode navigator, and more.

They also manage the list of active partner companies (derived from the list of approved partners maintained by the Site Administrator), and partner company user permissions to sponsor company features.

To access company administration functions

Go to the Company Workspace tab and switch to Admin Mode. The company landing page opens.

Note: When you log in, you will see Primavera Unifier exactly as you left it in your last session. You will be in the same company and see the same tabs. You will also be in the same mode (User/Administration) within each tab.

 

Access and edit company details

Manage company addresses (Address tab)

Manage company password policy (Security tab)

Manage Support and eLearning contact information (Contact tab)

Setting Up Multiple Company Calendars

Configuring Standard Projects

Adding & Managing Partner Companies

User and Group Administration

Configuring the User Mode Navigator

Data Structure Setup

Data Views

Managing Public Searches

Configuring Custom Company Dashboards

Setting Up A Self-Service Portal Landing Page

 

 

 


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