Company Workspace tab (Admin mode)
The Company Workspace page (the right-hand pane) enables you to review the following information about the company:
- Description
- Administrator
- Home Page URL
- Help URL
- Company Addresses
- Partner Companies
The left-hand navigation pane (Navigator) in the Company Workspace tab (Admin mode) contains the following nodes, modules, and sub-modules:
- License Manager
- Partner Companies
- uDesigner
- Business Processes
- Configurable Modules
- Cost Manager
Note: Cost Manager is available if you have Unifier Project Controls base product, only.
- Document Manager
- Portfolio Manager
- Resource Manager
- Schedule Manager
Note: Schedule Manager is available if you have Unifier Project Controls base product, only.
- Space Manager
- Shell Manager
- User Administration
- Design Bundles
Note: The details related to Configurable Modules (managers), Document Manager, Resource Manager, Space Manager, and Shell Manager objects are included in the uDesigner section of this guide.
- Data Structure Setup
- System Modules
- Data Cube Definitions
- Data Definitions
- Basic
- Cost Codes
- Data Picker
- Data Elements
- Data Indexes
- Data Views
- Dynamic Data Sets
- Public Searches
- Reports
- Custom
- System
- Statuses
- Line Item Statuses
- Record Statuses
- Tags
- ER Views
- Access Control
- User Administration
- Company Users
- Partner Users
- Groups
- Gateway
- Business Objects
- Configuration
- Business Process
- Portfolio Manager
- Shell Manager
- Space Manager
- Custom Prints and Reports
- Navigation Tabs
- User Mode Navigator
- Landing Page
- Internationalization
- Material Inventory Manager
- Standards & Libraries
- Calendars
- Cash Flow
- Data Sources
- Distribution Profiles
- Templates
Note: Cash Flow is available if you have Unifier Project Controls base product, only.
- Currencies
- Exchange Rates
- Permission Templates
- User Preference Templates
- Approved Email List
- Period Structure
Note: Period Structure is available if you have Unifier Project Controls base product, only.
- Seasonal Dates
- P6 Data Sources
Note: P6 Data Sources is available if you have Unifier Project Controls base product, only.
- Company Workspace
- Business Process Setup
- Resource Manager
- Roles
- Resources
- Rules
- Auto-update Status Setup
- Templates
- Projects (Standard)
- Shells
- Buildings
- Land
- Linear Assets
- Regions
- Sites
- Commitment Summaries
- Configurable Modules
- FCA Manager
- Generic Cost Manager
- Material Inventory Manager
- Cost Sheets
Note: Cost Sheets is available if you have Unifier Project Controls base product, only.
- Folder Structures
- Funding
- Funding Sheets
- Commitment Funding Sheets
Note: Funding is available if you have Unifier Project Controls base product, only.
- General Spends SOV
Note: General Spends is available if you have Unifier Project Controls base product, only.
- Reports
- Rules
- Schedule Sheets
Note: Schedule Sheets is available if you have Unifier Project Controls base product, only.
- Activity Sheets
- Programs
- Company Sponsored Projects (Standard)
- All
- Company Sponsored Shells
- All Properties
- Buildings
- Land
- Linear Assets
- Regions
- Sites
- Custom Dashboard
- System Reports
- Production Bundles
Company Workspace (User mode)
The Company Workspace page (the right-hand pane) enables you to review the following information about the company:
- Name
- Location
- Administrator
- Home Page URL
- Help URL
The left-hand navigation pane (Navigator) in the Company Workspace tab (User mode) contains the following nodes, modules, and sub-modules:
- Summary
- Collaboration
- Tasks
- Messages
- Drafts
- General
- Cost Manager
- Cash Flow
- Cost Sheet
- Funding
Note: Cash Flow, Cost Sheet, and Funding are available if you have Unifier Project Controls base product, only.
- Document Manager
- Company Documents
- Unpublished Documents
- Resource Manager
- Roles
- Company Logs
- New User Requests
- Vendor Prequal Requests
- Vendors Evaluations
- Vendors
- Lease Contacts
- Facilities Help Desk
- Service Requests
- Work Order Requests
- Space Requests
- Move Requests
- Reports
- User-Defined