The following is a list of available Action Links:
- Link to BP Log
- Link to BP Record
- Link to Cash Flow log
- Link to Cost Sheet log
- Link to Shell landing page
- Link to P6 Summary Sheet log
- Link to Spaces log (Space Manager)
- Link to Level log (Space Manager)
With Single Sign On (SSO)
When accessing from OBI server with Single Sign On (SSO) enabled, you must have appropriate permission to access a particular page, and pertinent navigation, in Unifier. For example, if you want to access a Cost Sheet using the Cost Sheet Action Link, you must have permission to access that particular Cost Sheet, for the selected project (Project Cost Sheet).
If you do not have permission to a Unifier page that is linked to an Action Link, then the system will take you to the default landing page.
Without Single Sign On (SSO)
To access the Unifier Analytics dashboard without Single Sign On (SSO) enabled, when using an Action Link, you need to login to the OBI server and enter your credentials.
If a Unifier session is already in progress and you click an Action Link, the system will take you to the Unifier page, directly.
Users must have appropriate permission to access a particular page, and pertinent navigation, in Unifier. For example, if you want to access a Cost Sheet using the Cost Sheet Action Link, you must have permission to access that particular Cost Sheet, for the selected project (Project Cost Sheet).
If you do not have permission to a Unifier page that is linked to an Action Link, then the system will take you to the default landing page.
About Link to BP Record
With Single Sign On (SSO) enabled, if you click the Link to BP Record (Action Link), you can launch Unifier application and open the Business Process Record, provided that you have the appropriate permissions to the Business Process record. If you do not have the required permissions to the Business Process record, then the system will take you to the Business Process Log.
Without Single Sign On (SSO) enabled, if you click the Link to BP Record (Action Link), the system displays the Sign In page or Unifier landing page (depending on whether the session is expired or not). If you click the Link to BP Record (Action Link), you can launch Unifier application and open the Business Process Record, provided that you have the appropriate permissions to the Business Process record. If you do not have the required permissions to the Business Process record, then the system will take you to the Business Process Log.