What you can do in a project

 

The Navigator displays the project-related Primavera Unifier features that you have permission to access. Depending upon the modules your company has set up and your access permissions, the following project functions are available in the Navigator.

Note: The example below displays the default Navigator appearance. Company administrators can configure the User Mode Navigator to better suit business needs, for example, creating additional nodes to store business process records, renaming some of the nodes mentioned below, etc. Your navigator may differ, but the basic functionality will be the same.

Summary: The Project Summary provides a snapshot of the overall project. You can use the standard view or customize your own summary page. See "Working with the Project Summary" for details.
Alerts: You can create customized alerts to alert you to a condition or event in Primavera Unifier that you specify. See "Managing Project Alerts" for details.
uMail: An internal Primavera Unifier e-mail feature that allows Primavera Unifier project team members to communicate with each other and maintain a record of the communications. See "Working with uMail" for details. For projects with View-Only or Inactive status, uMail is available for viewing, but you cannot send, edit or delete messages.
Mailbox: The Mailbox is the repository that collects external emails related to the project. These emails can come from project members or from external users who do not use Primavera Unifier. From the Mailbox, project users can forward the emails to appropriate members, flag them for review, and reply to them. In addition, these external emails can be linked to business process records. See "Using the Project Mailbox" for details.
Collaboration (Tasks, Messages, Drafts): Lists current business process tasks that have been assigned to you, that you have been copied on, and draft copies that you have saved. Tasks and Drafts are not available for View-Only projects. Messages are available for View-Only projects, but you cannot add general comments.
Project Directory: List of project team members. See "View the Project Directory" for details.
General: List of simple-type business processes.
Gates: Displays project phase and gates information, and enables manual or automatic advancement of project phases. See "Working with Gates".
Cost Manager: Access project-level Cost Manager functions (cash flow, cost sheet, earned value, funding, schedule of values). Cost Manager is discussed in
Document Manager: Repository of project documents, allowing collaboration, revision control, markups, etc.
Resource Manager: Manage staff resources and role information.
Data Manager: A collection of BP logs storing project-level business processes not stored in project logs.
Schedule Manager: Manage project schedules, and import other related schedule files.
Project Logs: Primary storage of transaction and other project business processes.
Reports: Access to system and user-defined reports.

 

 

 

 


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