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Logging into the Self-Service Portal

 

In Primavera uDesigner, certain business processes can be enabled for access through the Self-Service Portal. Self-Service Portal enabling is supported on business processes that have these characteristics:

• Simple
• Company level
• Non-workflow
• Multi-record

The actions users can take through the Self-Service Portal are:

• Create a business process
• Modify a business process
• Add or remove business process attachments
• Add General Comments to a business process

 

Also, the Self-Service Portal enables users of Maintenance Management to create Service Requests. See the Maintenance Management User Guide for details.

To log into the Self-Service Portal Landing Page

1 In your web browser, enter the URL you use to access Primavera Unifier, followed by /portal.

For example: https://ues.skire.com/portal

2 Enter your Self-Service Portal user name and password, choose your company from the pull-down if applicable, and click the Login button. The Landing Page opens.

To create and submit a new record

1 Select a business process to work with from the log in the left Navigator.
2 Click the New button.
3 Fill out the business process form.
4 Click Submit.

To open or edit an existing record

1 Navigate to the business process in the left Navigator. The business process log opens in the right pane, listing all available records that you have permission to view.
2 Select the record from the log and click Open (or double-click the record from the log.) The record opens in the view-only mode.
3 To edit the details, click the Edit button.
4 Make necessary edits to the form.
5 Click Submit to submit the edited record.

Note: You must have been given the proper permissions to create, view, or edit portal-enabled records.

 

 

 

 

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