Audience
Anyone who wants to use the Unifier Facilities and Asset Management base product should read this guide.
Content
The instructions in this guide are only applicable if you have prepared and configured the necessary data that you need for using the Facilities and Asset Management base product.
Notes:
- This guide does not include instructions for existing Unifier components (such as uDesigner, Document Management, Production Bundles, Standards & Libraries, and so forth) that are covered in other Unifier documents.
- The information in this guide is based on the default setup of Unifier, and the information common to all components appear at the beginning sections of this guide.
Before you continue, ensure that you set your preferences in Unifier. Refer to the Unifier User Guide for details.
If you are using Primavera Unifier for the first time, review the Getting Started section of the Unifier User Guide in order to help you get acquainted with Unifier, its navigation, and the following topics:
- Information for First Time Users
- Configuring Your System for Unifier
- Supported Browsers and Settings
- User name and Password
- Sign In to and Sign Out of Unifier
- Security Warnings
- File Viewer and File Transfer Options
- Signing In to Self-Service Portal
- Navigating in Primavera Unifier
- User Preferences
This guide provides details about the following components of Unifier Facilities and Asset Management base product:
- Facilities Management
- Real Estate Management
- Portfolio Management
- Cost Management
- Vendor Management
The Facilities Management section explains the following topics:
- Asset Management
- Maintenance Management
- Inventory Management
- Space Planning and Management
- Facility Condition Assessment
The Real Estate Management section explains the following topics:
- Lease Management and Administration
- Real Estate Transaction Management
- Real Estate Data Management
- Utilities and Sustainability Management
The Portfolio Management section explains the following topics, which are common in FAM:
- Pre-defined properties portfolio hierarchy
- Data rollup and dashboards across the entire portfolio and at every hierarchy level
- Space Demand and Capacity tracking
- Occupancy Rates tracking
- Maintenance Costs tracking across the portfolio
- Lease administration tracking across the portfolio
- Cost Transactions rollup and tracking across the portfolio
The Cost Management section explains the following topics, which are common in FAM:
- Cost control
- Cost transactions
- Annual Budget
- Budget Changes
- Budget Transfers
- Master Service Agreements
- Facility Requests For Bid
- Purchase Orders
- Purchase Order Amendments
- Invoices-General Spends
- Invoices-Generic
The Vendor Management section explains the following topics, which are common in FAM:
- Vendor Detailed Records
- Vendor Pre-qualification Process
- Vendor Evaluation Process
- Master Service Agreements
- Facilities Bid Management and Award
In addition, this guide includes the following topics:
- All Properties, Regions, Sites, Buildings, Linear Assets, and Land
- Business Processes
- uDesigner
- Dashboards
- Groups
- User-defined Reports (UDRs)
- Custom Reports
- Custom Prints
- Data Views
- Data Cubes
- Shell Templates
To learn how to use Unifier, refer to the Unifier User Guide for details.
To learn how to use uDesigner, refer to the Unifier uDesigner User Guide for details.
To learn about the Administration mode and administration features, refer to the Unifier Administration Guide for details.
To learn about Data Elements and Data Definitions, refer to the Unifier Reference Guide for details.
Note: For the full list of system requirements, applications, and application version levels refer to the Primavera Unifier Tested Configurations in the Primavera Unifier Documentation Library.
Within our documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.