Tasks that are assigned to you are listed in your Tasks logs. Task logs are located in projects and shells, in the company workspace, and in one central Tasks log for all company and project or shell business processes, which can be accessed from the Primavera Unifier home page.
The Tasks logs display business process-related tasks in which you are being requested to participate. Tasks for View-Only and Inactive projects or shells are not listed in the Tasks log. Tasks that are late appear in red on the log.
The following tasks may appear in your Tasks logs:
| • | You are part of a business process workflow and are requested or required to take some sort of action. |
| • | You have been invited to join a discussion group by another user who is requesting assistance with drafting comments or markups on a BP. These are indicated as being sent for “Discussion” in the Tasks log. |
| • | You are designated as the Initiation step assignee for an auto-created business process. |
| • | You are an editor on a business process, which means you are a user or member of a group that can edit a business process without being granted explicit record-level permission. |
This allows users other than the assignee to edit the business process record. Editors can be added to these workflow or non-workflow business process types:
| • | Line Item |
| • | Cost (all types, including Lease and Line Item with Multiple Codes) |
| • | Document |
| • | Simple |
| • | RFB |
| • | Text |
If you are an Editor on a business process, you can open and edit any record that you can see listed in the log, per your view access permission (View User Records, View Company Records, or View All Records). You must have at least one of these permissions to be able to view the record in the log to access it to edit.
| • | Editors cannot edit a workflow record until the task assignee accepts the task, and saves the draft. |
| • | Edits performed by editors are not audited. |
Edits performed on the end step of a workflow business process affect the record directly, as no draft exists.
Note: Last One to Save Over-Writes Other Edits If multiple editors and the assignee are editing the business process at the same time, the data saved by the last edit will over-write all previous edits. For example, if User 1 changes an amount field from 15,000 to 23,000 and saves the change, and User 2 changes a different field, but does not touch the amount field, when User 2 saves his/her change, Primavera Unifier will commit User 2’s edits; and the amount field will show 15,000 rather than 23,000.
For information about responding to your tasks, see "Completing Tasks in Primavera Unifier" and "Completing Tasks via Email".
View the tasks assigned to you
Search the log for a task or tasks
Use a saved search to filter your Tasks log
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.