Using the Find feature in Primavera Unifier

 

Primavera Unifier’s Find feature is an essential tool for working in Primavera Unifier. You can use it to find specific items on:

Logs
Manager sheets
Pickers

You can also use the Find feature to filter logs to show a certain group of items. For example, you could use the Find feature to isolate the tasks on your Tasks log that you want to perform bulk actions on.

How the Find Feature Works

When you use the Find feature, Primavera Unifier narrows the list of items shown on a log, sheet, or picker to match the search criteria you specified. For logs with extensive lists, this can make finding specific business processes, tasks, line items, shells, etc., easier. For pickers with extensive lists, this can make completing the business process form much quicker.

Find windows show fields from the log, sheet, or picker that you can use to narrow the list of items you see. The fields that appear on Find windows are usually specified in Primavera uDesigner when the logs are designed for the business processes, managers, and pickers. The fields you see on your Find windows will depend on these designs. Some logs, such as the Mail logs, use a “canned” Find window because these logs are not designed in Primavera uDesigner.

Primavera Unifier uses two types of Find windows:

A floating window
A static window

 

 

Floating Find windows

Static Find windows

Searching Date Fields

Searching a tasks log or a business process log

Searching a shell log

Searching manager logs

Searching the documents log

Searching mail logs

Searching sheets

Searching pickers

Using and editing saved search criteria

 

 

 


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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.

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