Before you begin: A company account code attribute form must be created in Primavera uDesigner. This is used as the detail form for creating account codes (rows) on the accounts sheet. There is no default form available. The design also includes creating an account code picker, which can be used on BP forms used with the accounts sheet, and for mapping account codes to project or shell cost sheet columns.
Step 1: Import the account code attribute form into Unifier. You must import this attribute form before you can create an accounts sheet. This is similar to importing any form or business process from Primavera uDesigner.
Step 2: Grant Accounts Sheet permissions.
Step 3: Create a company level accounts sheet. There is one accounts sheet per company. There is no template for an accounts sheet. After creation, you add columns and rows. The columns can be formulas, they can roll up data from company cost (accounts) business processes, or they can roll up asset data, project or shell cost data, or resource data. Adding rows to the accounts sheet creates the account codes that are used. You need to activate the account codes after adding the rows.
Optional steps: To roll up transactions to the accounts sheet, you must create and set up company-level cost business processes (also known as an account type business process). These BPs use account codes rather than the WBS codes used in project or shell level cost BPs. These are discussed in the Business Process sections. Other options assume that you have configured and set up an Assets Sheet (for rolling up asset data).
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.