Refer to the Unifier User Guide for information about signing in and out of Unifier.
The following list describes all the steps that need to be completed before you can use Project Controls:
- Add users to the company (Refer to the Unifier Administration Guide)
- Assign users to the preconfigured groups if they are working on the company workspace. (Refer to the Unifier Administration Guide)
- Create a project using a project template (Owner or Contractor). (Refer to the Unifier Administration Guide)
- Add users to the project. (Refer to the Unifier Administration Guide)
- Assign users to the preconfigured groups in the project. (Refer to the Unifier Administration Guide)
- Set up the required master data for the following All Projects level BPs: Change Quote Decision, Submittal Revision Approval Codes, and Submittal Revision Sequencer. For more information, see topic Project Master Data.
Notes:
- If you are not using P6 as your data source, you must remove the Project Cash Flow - P6 Data Sources provided in the project template.
- If you are only installing the Project Controls base product, the following data elements (Employee Photo, Site, Building, Space, Space No., and Floor) should be removed from the Additional Attributes, Logs, Integrations, and Pickers in uDesigner under User Attributes.