Completing Tasks in Primavera Unifier

After a workflow BP has been created and sent, Primavera Unifier adds the record to the business process log with a status of pending, which refers to the status of the next step. In addition, Primavera Unifier creates a task for each of the assignees in the next step in the workflow, and sends a message to each user that has been cc'd.

If you are designated as an assignee on a task, you will receive an e-mail notification, and the task will appear in your Tasks log. You must accept a task in order to complete it.

You can accept a task in two ways:

By opening a record from a business process log
By opening a task from your Tasks log

Note: If the project or shell in which a business process resides becomes View-Only, any in-process records will be placed on the View form of the current step of the workflow. If the project or shell is re-activated, the business processes will revert to the Action form.

 

Open and accept a task

Undo accept task

Decline a task

Complete the form

Assign users to the next step

Modify step due date

Add additional assignees or send an additional copy

Add or view a task note

 

 

 


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

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