In general, most business process forms consist of three major sections: General, Action (or Task) Details, and Line Item List, unless otherwise noted. This is an example of a business process form:
You can minimize and later expand a business process form. You might want to minimize the General and workflow portions of the form to avoid scrolling through many line items.
BP form (left) and expanded Line Items section (right)
Toolbar: The business process form has a toolbar at the top of the form, with the following buttons:
After you are done working on the business process form, click Send to route the workflow business process to the specified recipients. You can click Save to save a draft of the form, so you can work on it again. Click Spelling to check the spelling in your form. You can click Add Attachment to add attachments to the form. If the BP is designed to include discussions among members of a group, you can click Discussion to open a discussion forum. When you have completed work on the business form, click Close Window.
Note: The Close Window action does not save the information on the form. To save the information, you must click Save before you click the Close Window button.
Upper Form: The upper portion of the business process contains the basic (General) information that the form is managing, such as the name of the record and its description, who created the record and when, and other general information. It may also contain fields for referencing other forms, and it may contain fields that are required for specific functionality. This is an example of an upper form for a business process type called Work Orders:
Workflow or Action Details: This section appears in the middle part of workflow business processes. It is for viewing or assigning the next assignee in the workflow or shows the last person who took action on it. Depending on how the workflow has been set up for the BP, the next assignees may be predetermined, or you may be able to choose the next assignee or send a copy of the BP to another user. You can print workflow progress using custom print.
Non-workflow business processes do not have an Action Details section.
This is an example of the workflow section of a business process:
The To: and Cc: buttons are active after you select a workflow action in the Workflow Actions drop-down menu in the upper right corner of the form.
You can track a step through the workflow by clicking on the link beside Task Status. See “Track a Step Through the Workflow”.
Click the notepaper icon next to Task Notes in the Action Details section to add notes to the routed task. These are notes for the task recipients.
Content or Lower Form: The lower portion of the form contains the details and main content of the record, such as line items, file attachments for document-type business processes such as transmittals or submittals, or comments or instructions in text-type BPs such as RFIs. Simple-type BPs do not have a Content section.
Content or Lower Form: The lower portion of the form contains the details and main content of the record, such as line items, file attachments for document-type business processes such as transmittals or submittals, or comments or instructions in text-type BPs such as RFIs. Simple-type BPs do not have a Content section.
The lower form of certain BPs may be organized using multiple tabs. The BPs that support tabs in the lower form are:
| • | Line item type |
| • | Cost type with the classification generic (line items with WBS codes, multiple codes, or account codes) |
| • | Cost type with the classification lease, and the subtype line items with multiple codes |
Tip: If the entire name is too long to appear on the tab, hover the mouse over the tab. Primavera Unifier will display the complete name in a tool tip.
There are buttons under the lower form portion of the business process form that enable you to work with line items:
Use the Add button to add detail or summary line items to the record.
Use the Copy button to copy another line item from the record, included consolidated line items.
Use the Import button to import a line item from a CSV file.
Use the Remove button to delete a line item from the record.
Use the Grid feature to enter line items directly into the line item list. (This is best used for short line items.)
Use the Find function to locate a line item in a long list of line items.
Links: Links at the bottom of the business process form allow you to access attachments, linked records, comments, and uMail:
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