The Fund Details form can be configured by creating a Fund Attribute form in Primavera uDesigner and importing in to Primavera Unifier. With the import of this attribute form, you are also importing designs for the fund picker, which is used to add funds to business processes and project/shell funding sheets, as well as “Find” on the picker. If you do not create a fund attribute form, a default fund code form and fund picker will be used.
Only one fund attribute form may be created and imported per company.
Note: Use caution when modifying and re-importing an attribute form. For example, if you make changes to a data definition, such as Fund Category after it is being used in the funding sheet, the system may not see the new data definition and will produce an error.
Note: Oracle Primavera strongly recommends that you use uStage Environment to test out Primavera uDesigner business processes and attribute forms before deploying to Primavera Unifier.
To import a Primavera uDesigner fund attribute form into Primavera Unifier
| 1 | In Administration Mode, go to the Company Workspace tab and click uDesigner > Cost Manager in the left Navigator. The Cost Manager log opens. You can import a fund, cost or account code attribute form into this log. |
| 2 | Click the Import button. The uDesigner Login window opens. |
| 3 | Enter the following information: |
| • | Company Short Name: this is the identifier used for your company, and was set up at the time of company configuration. This is found in the Edit Company window. |
| • | Authentication Key: this key is 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. |
| • | uDesigner URL: the web address of the Primavera uDesigner server your company is using. |
| 4 | Click OK. The Import uDesigner Process window opens, listing the forms. |
| 5 | Choose the fund attribute form from the list and click the Import button. |
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