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About BUSINESS PROCESS Logs

This chapter explains how to create logs for business processes. Logs appear in the right pane in Primavera Unifier. Each business process and spaces type populates its own log with all the records that were created whenever the business process completed its cycle through a workflow. The logs contain one record for each cycle of the workflow.

Note: For instructions on creating a log for a manager, see “Designing a Log for the Manager.

Each record contains all the information that was generated during the cycle, including the forms, documents, comments, and other data that was collected in Primavera Unifier during runtime.

Logs are for two purposes:

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To allow Primavera Unifier users to choose a particular record to work with, or to quickly monitor the status or content of a record.

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To populate pickers

Primavera Unifier populates most pickers with the records that you see in the logs and uses the layout of the headings on the logs for the layout of the picker. These logs show the records that were created, for the most part, with attribute forms.

Log created for the Resource Manager:

Resource picker on a business process uses the log headings and the Find fields that were specified when the log was created:

There are two types of logs you can design for any business process:

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A standard log This kind of log creates a flat list from which the Primavera Unifier user can select a record to work with. It is the log you will usually create for your business processes.

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An advanced log This kind of log creates a tree or hierarchy structure for records. This tree structure makes it easier for the Primavera Unifier user to view and select records from a log of business processes. For example, you could create an advanced log for work order records that could be displayed by their status, such as “pending,” or “complete.”

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An advanced log should be designed for any business process that contains records that will be displayed on a data picker or on a master BP log. (For more information on data pickers, see About Data Pickers.)

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If you design an advanced log, this is the log that Primavera Unifier will always display. For simple project logs, you might be better off designing a standard log

A standard log shows only a flat list of all the records:

An advanced log displays a tree structure where users can drill down to more specific records: