Update groups

You are here: Primavera Unifier Administration Mode > Project Administration > Creating and Managing Projects > Update groups

Update groups

You can add new users to projects individually or by adding them to groups, and then adding the groups to the projects. You can assign the user individual permissions, or add the user to a group and apply group permissions.

The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Some notes about updating groups

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Groups are identified by their unique Group Name.

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All group properties, including permission settings, will be added or updated in the projects that you selected.

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If the group does not already exist, the group will be created with the permission settings. Group membership (user list) will not be updated in the project.

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If a group of that name exists, the properties and permissions of that group will be replaced with the new group, but not the list of users.

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Users will not automatically be added to the group; they need to be added by updating users (group membership).

To add or edit user groups using Update Project

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

Click Templates>Projects (Standard) > All in the left Navigator. Open the project template to update.

In the Project Template, navigate to the User Administration>Groups log.

Add a group to the project template, or select group to edit. Define group parameters and assign group permissions.

Select one or more groups from the Groups log.

Click Update Projects and choose one of the following:

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Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.

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All Projects: updates all active and on-hold projects

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History: allows you to view the update history from past updates or cancel a request before the update begins.

An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.

Click Yes if you want to proceed with the update, or No to cancel.

Oracle Corporation