Administrators

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Administrators

There are different levels of Administrators in Primavera Unifier. Primavera Unifier permissions are completely configurable for each company. The information below is based on defaults and typical use. Primavera Unifier Administrators include:

Site (or System) Administrator. Site Administrators are responsible for the end-to-end administration of the application. Oracle Primavera ’s technical team performs the System Administrator function for Oracle Primavera -hosted customers. System Administrators normally:

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Create Sponsor and Partner Companies

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Load Modules and certain System Reports

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Add Users to Partner/Member Companies

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Manage the License Manager

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Perform basic system administration tasks, including unlocking locked user accounts

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Can also perform Company, Project and Shell Administrators’ functions, as requested

Note: To have Partner/Member Companies added or users added to Partner/Member companies, contact http://support.oracle.com/ or your local support. Click the Support link to view configured local support details in the Contacts tab.

Company Administrator. Company Administrators can perform all Primavera Unifier tasks other than system administration. The Company Administrator group is automatically created when a company is created in Primavera Unifier. This group has pre-set permissions, which can be changed as needed (for example, as new business processes or modules are added, or if the company administrator will be assisting in other modules such as project or shell administration). Company Administrators typically (depending on permissions):

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Modify Company Properties

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Manage Company-level Users and Groups and grant Permissions

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Manage Partner Company status and users

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Create Cross-Project or Cross-Shell Reports

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Create and Maintain Data Definitions and Data Elements

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Activate Business Process schemas and define record numbering scheme

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Define the company exchange rate and currencies

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Create Programs, Projects, and Shells; manage Project Organization (categories) and Shell Organization (types)

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Set up Templates

Project or Shell Administrator. Project or Shell Administrators manage project-level or shell-level administration tasks, and may also administer programs for projects. A project or shell administrator will add existing Primavera Unifier users to projects and/or project/shell groups, restrict access within specific projects, set up the project or shell cost/funding/SOV/schedule sheets, and set up business processes. Project or Shell Administrators typically:

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Administer projects or shells they are a member of

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Add Project or Shell Users, create Groups and grant Permissions

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Create and modify the Cost Sheet

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Create Business Process Setups and define workflows

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May also manage programs as a Program Administrator (for projects only)

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