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Starting a Detail Form

Detail forms open as separate windows in Primavera Unifier, where users enter or modify information, such as line item details for some BPs, new plan information for planning items, new activity information for schedules, or a new item for a manager. The fields on the detail form, and the information the users enter, are then displayed on a line item list at the bottom of the form, or other area of the Primavera Unifier interface, such as a planning item log or a schedule.

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Once a detail form is in use in Primavera Unifier, you cannot delete it. You can add elements to the form in Primavera uDesigner, but you cannot delete the original elements, nor can you hide them.

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Designing the detail form activates the line item feature.

In operation, the detail form creates a tab at the bottom of the form that contains a line item list.

Primavera uDesigner automatically creates one blank “standard” detail form whenever you start these types of business processes. You will need to design this detail form (see Starting a Standard Detail Form). To this standard detail form, you can add a line item list (see Adding a Line Item List to a Form).

Note: You cannot delete this standard detail form, nor its line item list.

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