Pickers appear as a selection list on a business process or other entry form. These pickers allow you to view, select, or reference another Primavera Unifier record.
Most pickers display a list of records in a flat list, such as this one:
Some pickers can be designed to display a navigation structure to guide you to the correct location where a record resides, such as a specific shell, a specific class in a configurable manager, or a specific business process. Below is a list of Work Order business process records that has been designed to show an extra navigation column on the left.
By using this extra tree structure column, you can navigate more easily through your business process records to the correct one.
Oracle Primavera has created the following pickers, which are shipped with the Primavera Unifier product:
|
Picker |
Description |
|
Account Code Picker |
Found on cost-type BPs for choosing company account codes. |
|
Activity picker |
Found on project- or shell-level BP forms for selecting activities from the master schedule sheet. |
|
Asset picker |
For selecting an asset for a project or shell. The assets listed will be filtered to include only those assets that are at a specific status or statuses. |
|
BP picker |
For linking one business process to another (for example, to tie invoice BPs to purchase order BPs). Often, the field will be named something like Reference BP, although this is up to the designer of the BP. Depending upon the design of the form, some fields may be automatically populated when the referenced BP is selected. Note: The BP list that you see will depend on your permissions. Users who do not have permission to view a BP that may be part of the BP picker list will not see that BP on the list. |
|
Commit Line Item picker |
Used when you create a new line item for a change commit BP. This picker displays a composite view of base commit and change commits. The data elements on the picker are reference, description, and WBS code. |
|
Company picker |
For selecting a partner or member company, for example, a vendor list. |
|
Currency picker |
For selecting a currency on a cost-type BP. If no currency is chosen by the creator of the record, the default is the project or shell currency. If no Currency picker is on the form, the currency defaults to the project or shell currency. |
|
Date picker |
Displays an interactive calendar from which the date can be chosen. For some business processes, dates in Date pickers can be set in Primavera uDesigner to automatically default. For example, this defaulting can be useful in the case of entering a delivery date and having the date default to today’s date rather than have to use the Date picker to get a date. |
|
Date Only picker |
Displays an interactive calendar from which the date can be chosen. This picker allows you to select a date from the picker, or enter a date into the field. This picker allows you to choose the date only, with no associated time or time zone. For example, you would not need time and time zone for a date like an equipment purchase date. Also, for some business processes, dates in Date Only pickers can be set in Primavera uDesigner to automatically populate the server date. For example, this defaulting can be useful in the case of completing an equipment purchase and having the date default to today’s date rather than have to use the Date picker to get a date. |
|
Fund picker |
On Cost BPs, for selecting which fund (from the company funding sheet) the BP will allocate funds to or consume funds from. |
|
Location picker |
For selecting a shell. |
|
Planning Item picker |
For selecting a planning item at the company level. |
|
Project picker |
For selecting a company-sponsored project. You can use this picker to auto-populate project data elements on other BP fields. The picker is designed to show Active, Inactive, View-Only, and On-Hold projects. |
|
Project Template Picker |
For selecting a template to use to auto-create a project. |
|
Resource picker |
On time sheet, booking, or assignment BP, for selecting the resource to report on or assign. This picker always opens in Find mode and requires you to enter at least one search criteria, such as a name or a skill, to narrow the field of names to choose from. For time sheet BPs, use this picker to select the personnel to report time on. At runtime in Primavera Unifier, the picker will default to read-only mode and show the current user’s name, as Primavera Unifier assumes the user will be reporting his or her own time. However, depending on permissions, the picker can be editable to allow others, such as project managers, to complete time sheets on behalf of other workers. |
|
Role picker |
On time sheet, booking, or assignment BPs or for resource allocation sheets. It allows you to choose the roll to report on or assign. On time sheet BPs at the project level, it will filter out those roles that have already been booked for other projects |
|
Shell picker |
For selecting a company-sponsored shell to auto-populate shell data elements on other BP fields. The picker is designed to show Active, Inactive, View-Only, and On-Hold shells. |
|
Shell Template Picker |
For selecting the template that should be used by a BP to auto-create a shell. The picker will show you a list of active templates that have been created for the shell. |
|
User/Group picker |
For selecting project/shell users (members of a project team) or company users (all users defined within a company). See more information under "The User/Group Picker". |
|
WBS picker |
On Cost-type business processes, project/shell cost sheets, and on schedule activity forms, for selecting WBS codes. |
|
Week Picker |
On Resource or Time Sheet BPs for selecting a specific week for reporting. |
|
Work Package Picker |
On Cost-type BPs, for selecting a work package for a Cost Sheet. This picker is populated with the work packages that have been created. |
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.