You are here: Primavera Unifier User Mode > Business Processes > Creating Business Processes

Creating Business Processes

Business processes may be created and accessed from any business process log. Users must have the proper permissions to create new BP records.

New business process records can be created in the following ways:

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Manually create a new BP record, starting with a blank form.

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Copy an existing BP record in the same log. The fields will be populated with the original record entries, which can be edited as necessary.

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Auto-create a record from another record at a specified step (S-Step) in a workflow.

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Auto-create a record when certain conditions are met or at a specified frequency.

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Create a business process from a Master Log.

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Create a business process from within the Document Manager, selecting the documents or folders to include as attachments.

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Create a business process from a template.

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Auto-create a record using the Scope Management feature of the Schedule Manager

Before you begin

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Be sure that you have the proper permission settings. All Primavera Unifier functions are controlled by fully configurable permission settings, including creating business processes. Contact your project or shell or company administrator regarding permission settings.

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A business process (form and workflow) must be imported, configured, and set up by an administrator before it can be used.

Accessing the custom business process help PDF file

Manually Creating Business Process Records

Auto-Creating Records or Line Items

Creating a Business Process record from within the document manager

Creating a Business Process record from a template

Creating Business Process Templates and Scheduling Business Process Creation

Oracle Corporation