Welcome

What is Primavera Unifier?

Primavera Unifier provides a best-in-class cloud-based solution for managing capital projects, facilities, and assets of any size in every vertical market. It combines rich cost management and control, document management, schedule and resource management, fund management, and more.

What's new?

Learn what New Features we've recently added to Unifier.

Recommended

Book

Format

Integration Interface Guide

HTML | PDF

uDesigner User Guide

HTML | PDF

General Administration Guide

HTML | PDF

Modules Setup Administration Guide

HTML | PDF

General User Guide

HTML | PDF

How can I find out what is different between releases?

Use the Cumulative Feature Overview (CFO) to see a list of changes we've made.

Note: the CFO requires Microsoft Excel, and you must enable macros.

What configurations work on my computer for a cloud deployment?

Use the Client System Requirements document to get details on the configurations (including browsers) that we've tested and verified to work on your desktop or laptop.

HTML | PDF

What configurations work for an on-premises server deployment?

If you are an administrator, use the Unifier Tested Configurations to get details on the configurations that we've tested and verified to work when you deploy Unifier on-premises.

HTML | PDF

How can I tell if your information applies to a cloud deployment, an on-premises deployment, or both?

Our documentation covers both on-premises and cloud-based deployments, and in most cases is identical for both. However, some content (mostly installation and configuration) might be specific for on-premises while other content is specific for cloud. Any content that applies to only one of these deployments is labeled accordingly. If you are unclear whether you are using a cloud-based deployment of Unifier vs an on-premises deployment, check with your company's site administrator.

What documents have we updated recently?

Here is a list of significant changes we've made recently. See the Cumulative Feature Overview (CFO) for details on new features that have been added that affected our documentation.

Date

Change

April 2022

Updated the contents of the following:

  • Unifier Managers User Guide and User Help
  • Unifier Business Processes User Guide and User Help
  • Unifier General Administration Guide
  • Unifier Integration Interface Guide
  • Unifier Reference Guide

February 2022

Updated the Integration Interface Guide

January 2022

Updated the Unifier Installation Guide for On-Premises.

October 2021

Updated the Unifier Business Processes User Guide & Unifier User Help.

August 2021

Updated the following document:

  • Unifier Upgrade Guide for On-Premises

April 2021

Updated the following documents:

  • Unifier uDesigner User Guide (uDesigner Help)
  • Unifier Modules Setup Administration Guide (Administration Help)
  • Unifier Earned Value Management User Guide
  • Unifier Integration Interface Guide

March 2021

Updated the following documents:

  • Unifier Modules Setup Administration Guide
  • Unifier Administration Help

February 2021

Updated the following documents:

  • Unifier Modules Setup Administration Guide
  • Unifier Administration Help

January 2021

Added the Unifier Bluebeam User Guide to the library.

December 2020

Updated the contents of the following Unifier documents to reflect the 20.12 enhancements:

  • Unifier User Help
  • Unifier uDesigner Help
  • Unifier Administration Help
  • Unifier Modules Setup Administration Guide
  • Unifier uDesigner User Guide
  • Unifier Reference Guide
  • Unifier DocuSign Configuration Guide
  • Unifier Earned Value Management User Guide
  • Unifier Managers User Guide
  • Unifier Integration Interface Guide
  • Unifier Project Controls User Guide

October 2020

Updated the contents of the Unifier documents (Unifier User Help - Unifier uDesigner Help - Unifier Administration Help - Unifier Managers User Guide - Unifier General Administration Guide - Unifier Modules Setup Administration Guide - Unifier uDesigner User Guide - Unifier Project Controls User Guide (RFB Business Process) - Unifier Reference Guide - Unifier Integration Interface Guide) to reflect the 20.10 enhancements.

August 2020

Updated the contents of the Unifier documents (Unifier User Help - Unifier uDesigner Help - Unifier Administration Help - Unifier Managers User Guide - Unifier Programs, Shells, and Projects User Guide - Unifier Business Processes User Guide - Unifier General Administration Guide - Unifier Modules Setup Administration Guide - Unifier uDesigner User Guide - Unifier Earned Value Management User Guide - Unifier Reference Guide - Unifier DocuSign Configuration Guide - Unifier uCAD Installation Guide) to reflect the 20.8 enhancements.

Created the Unifier Adobe Sign Configuration Guide, which explains how you configure Adobe Sign for use with Unifier.

July 2020

Divided the Unifier Help into 3 separate help systems, by role (User, Admin, uDesigner), to make it easier to interact with and eliminate irrelevant topics for a particular role:

  • Unifier User Help
  • Unifier Administration Help
  • Unifier uDesigner Help

You can access each help file, in Unifier, by way of the View Help Menu option.

Updated the contents of the Unifier documents (Unifier Administration Guide - Unifier uDesigner User Guide - Unifier General User Guide - Unifier Managers User Guide - Unifier Programs, Shells, and Projects User Guide - Unifier Business Processes User Guide - Unifier Integration Interface Guide) to reflect the 20.7 enhancements.

June 2020

Divided the Unifier Administration Guide in two, by functional areas, to make it easier to interact with:

  • The Unifier General Administration Guide explains the options that are available in the administration mode (admin) of operation.
  • The Unifier Modules Setup Administration Guide explains how to setup the Unifier modules that are used in the administration mode (admin), or in the user mode, of operation.

Updated the contents of the Unifier documents (Unifier Help - Unifier Administration Guide - Unifier uDesigner User Guide - Unifier General User Guide - Unifier Managers User Guide - Unifier Programs, Shells, and Projects User Guide - Unifier Business Processes User Guide - Unifier Integration Interface Guide) to reflect the 20.6 enhancements.

April 2020

Updated the contents of the Unifier documents (Unifier Help - Unifier Administration Guide - Unifier uDesigner User Guide - Unifier General User Guide - Unifier Managers User Guide - Unifier Programs, Shells, and Projects User Guide - Unifier Business Processes User Guide - Unifier Integration Interface Guide - Unifier Reference Guide) to reflect the 20.4 enhancements.

March 2020

Updated the contents of the Unifier documents (Unifier Help - Unifier Administration Guide - Unifier uDesigner User Guide - Unifier General User Guide - Unifier Managers User Guide - Unifier Programs, Shells, and Projects User Guide - Unifier Business Processes User Guide - Unifier Integration Interface Guide - Unifier Reference Guide) to reflect the 20.3 enhancements.

February 2020

Updated the contents of the Unifier documents (Unifier Help - Unifier Administration Guide - Unifier uDesigner User Guide - Unifier General User Guide - Unifier Managers User Guide - Unifier Programs, Shells, and Projects User Guide - Unifier Business Processes User Guide - Unifier Integration Interface Guide - Unifier Reference Guide) to reflect the 20.2 enhancements.

January 2020

Updated the contents of the Unifier documents (Unifier Help - Unifier Administration Guide - Unifier uDesigner User Guide - Unifier General User Guide - Unifier Managers User Guide - Unifier Programs, Shells, and Projects User Guide - Unifier Business Processes User Guide - Unifier Integration Interface Guide - Unifier Reference Guide) to reflect the 20.1 enhancements.

Where can I find documentation for earlier versions?

If you are on a version prior to Version 20, go to Previous Releases to access your documentation.

Please note that we update our version Version 20 documentation on a regular basis as we add new features to Unifier. You will always see the most current content that is available. This means that if you are not on the most current version Version 20 release level, you might see documentation for features that you will not have access to until you upgrade.

How do I search documentation?

Our search functionality is a full-text search, which means that it searches both the titles and the text of topics. You can enter text to search for in the search box and select whether to search for All words, Any words, or the Exact phrase you entered.

When you use the All words search option, you can further narrow your search using the following terms and wild cards:



Legal Notices | Your Privacy Rights
Copyright © 1998, 2022

Last Published Monday, April 11, 2022