Business Process Functionality in Unifier

Not all BPs work with all functional areas of Primavera Unifier. This table lists the available BPs and the areas in which the BP works.

Type

Subtype

Classification

Project (Standard)

Shell (CBS)

Shell (Generic)

Company

Cost

Commit at Company level

-

 

 

 

X

Cost

Line item with CBS code

Generic

X

X

 

 

Cost

Line item with CBS code

Transfer

X

X

 

 

Cost

Line item with CBS code

Base Commit

X

X

 

 

Cost

Line item with CBS code

Change Commit

X

X

 

 

Cost

Line item with CBS code

General Spends

X

X

 

 

Cost

Line item with CBS code

Payment Applications

X

X

 

 

Cost

Line item with fund code

Generic

X

X

 

 

Cost

Line item with fund code

Transfer

X

X

 

 

Cost

Line item with both fund and CBS code

Generic

X

X

 

 

Cost

Line item with both fund and CBS code

Transfer

X

X

 

 

Cost

Line item with company account code

Generic

 

 

 

X

Cost

Line item with company account code

Transfer

 

 

 

X

Cost

Line item with asset code

-

 

 

 

X

Cost

Line item with multiple codes

Generic

 

 

X

 

Cost

Line item with multiple codes

Transfer

 

 

X

 

Cost

Line item with multiple codes

Base Commit

 

 

X

 

Cost

Line item with multiple codes

Change Commit

 

 

X

 

Cost

Line item with multiple codes

General Spends

 

 

X

 

Cost

Line item with multiple codes

Lease

 

 

X

 

Line item

-

-

 

 

 

X

Line item

-

-

X

X

X

 

RFB

-

-

X

 

 

 

Simple

-

-

 

 

 

X

Simple

-

-

X

X

X

 

Document

With folder structure

No detail form

X

X

X

X

Document

With folder structure

With detail form

X

X

X

X

Document

Without folder structure

No detail form

X

X

X

X

Document

Without folder structure

With detail form

X

X

X

X

Text

-

-

X

X

X

X

Resource

Resource booking

-

X

 

 

 

Resource

Time sheets

-

 

 

 

X

See Also

Setting up the Business Processes

Master Log - Business Processes Node

Advanced Logs and Standard Logs

Importing Business Processes (BPs)

Configuring Business Processes (BPs)

Configuring Business Process Configuration Package

General Procedures for Setting up Business Processes

Loading a Business Process

Setting Up a Non-Workflow Business Process

Setting Up a Workflow Business Process

Creating, Adding, and Deleting Business Process Help Files

Auto-creating a Business Process record or Planning Item Based on conditions or frequency

Setting Up Auto-Creation of Cash Flow Curves from Contracts

Copying Workflow Setups from Other Schemas

Importing Workflow Setups from One Company to Another Company In the Same Environment

Importing Workflow Setups from One Environment to Another

Setting Up a Blanket Purchase Order Summary Template

Setting Up a Base Commit Business Process

Setting Up a Request for Bid (RFB) Business Process

Business Process Permission Settings

Query-Based Tab in Business Processes

Creating Query-Based Tab in Business Processes



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Last Published Friday, April 9, 2021