Update business processes and BP setups

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Update business processes and BP setups

You can add and update new business processes, or add additional business process setups to existing business processes.

The Update Shell process runs in the background. Depending on the number of records and shells 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 business processes and setups

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BP Setup is identified by the unique combination of BP Name, Setup Name and Workflow Name.

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If the BP Name does not exist, it will be added to shell with the BP Setup and permissions.

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If the BP exists, but the BP Setup does not, it will be added to the BP.

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If the BP and BP Setup exist, the Setup will be replaced with the new one.

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Users and Groups that are part of a BP setup as assignees are added/updated, but not permissions. If a group is created, it will be empty. Users must be added to the group separately through user administration.

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BP-related permissions are added/updated (for example, discussion groups).

To add or update business process setups using Update Shells

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

Click Templates > Shells in the left Navigator.

Open the shell type template to update.

In the shell type template, navigate to Setup > Business Processes.

Add any new business processes, if applicable. (The BP must already have been imported into Primavera Unifier and configured at the company level.)

To add or edit business process setups, select the BP to update in the Business Processes log. Click Open. The BP Setup log opens.

Create a new setup or modify an existing setup. You may create as many setups as you wish to make available in the shell(s).

Select one or more setups from the BP Setup log.

Click Update Shells and choose one of the following:

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Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in Primavera uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.

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All Shells: You can use this option to update all shells of that shell type.

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History:You can view the update history from past updates or cancel a request before the update begins.

An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

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

Oracle Corporation