What you can do on the Reference and Linked Records window

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What you can do on the Reference and Linked Records window

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Enlarge the list pane

You can enlarge this half of the window by placing the cursor between the two windows and dragging the cursor left. You can also use the expand icon on the title bar:

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Rearrange the columns

To present the information in a way that is more convenient to you, you can rearrange the columns of the list by dragging them left or right.

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View high-level record information

The list of records shows the following information:

This column

Displays this

Type

Displays Ref. if the record is

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Referred to by the original record you opened, or

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Referring to the original record you opened

Displays Link if the record is linked to the original record via the Linked Record feature.

Displays Link to Line if the record is linked to a line item on another business process.

Note: If the record is both a referenced record and a linked record, Primavera Unifier will show it as a referenced (“Ref.”) record, not a linked record.

Ref No.

Displays the number of the record.

Title

Displays the title of the record.

Business Process

Displays the name of the business process to which the record belongs.

Status

Displays the status of the record. Records in a terminal status will also appear on this list.

Description

For links to line items on a record, this column displays the line number, the short description of the line item, and the tab. For line items from a Document type BP, the column shows the name of the line item.

Creation Date

Displays the date the record was created.

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Filter the list of records

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View or edit a record (if you have permissions)

From the Reference and Linked Records list, you can open a record and view it. In addition, if you have permissions, you can edit and take action on the record the same way you would by opening the record directly from a Primavera Unifier log. When you finish the edits and close the form, Primavera Unifier will return to the Reference and Linked Records window. The records you can edit must be at the same level as the focused record. If the referenced record that you open from the list resides at another level (such as in a different shell, project, or at the company level), you will not be able to edit it; it will open in view mode only, regardless of your permissions.

Contrary to the graph, you can also open and view or edit linked records (if you have permissions).

A few things:

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If you make changes to the record (including referencing links, linked records, title, status, etc.), the graph and the reference list will not reflect these changes until you click the Expand, Collapse, Reset, or Transfer Focus buttons.

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The edits and actions you take on the form from the Reference and Linked Records list will behave in the same way they would if you opened the record from a log; that is, roll-ups will occur, workflow actions and auto-creations will proceed, email notifications will be sent, etc.

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If you have only view permissions, regardless of where the record is in the workflow, Primavera Unifier will display the view form from the End step of the workflow.

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Transfer the focus of the list to another record and its references

You can change the focus of the list to another record and display all of its referencing records. In addition, the graph will change accordingly. You cannot transfer the focus to linked records; only referenced records.

The new focus of the graph will display five levels of records:

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The record you transferred the focus to (shown in blue)

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Two levels “up” (that is, two record levels that refer to the new record)

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Two levels “down” (that is, two record levels that the new record refers to)

Oracle Corporation