Examples of Primavera Unifier modules to which you can attach files

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Examples of Primavera Unifier modules to which you can attach files

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Document Manager: Stores documents in Unifier’s powerful document management system. Files are uploaded to the DM and stored in a folder system. Access permissions can be applied to individual folders and documents. Files and folders are uploaded by clicking the Upload button.

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Business Process Forms: If you are creating or participating in a business process workflow, you can add attachments to the form or to a general comment associated with the form. (Document-type BP forms have special file attachment functionality.

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Cost Sheet, Funding Sheet, Schedule Sheet Cells: You can add a file attachment to cost sheet, funding sheet, or schedule sheet (or most any Primavera Unifier sheet) cells that have not been auto-populated from a business process. Open the cost, funding, or schedule sheet and click a cell. The Cell Detail window opens. In the Cell Detail window, click Attach.

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uMail Messages: You can attach a file to a uMail message. Open a uMail message window and click Attach.

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