Designing a Form

All Primavera Unifier components (business processes, shells, managers, asset classes, plans, etc.) are presented to the user as forms. In Primavera Unifier, these forms drive the business processes and contribute most of the data that will be used in Primavera Unifier. Forms differ according to their purpose. Most forms will become attached to the steps in a workflow; others define and create Primavera Unifier components such as asset classes, plans, resources, shells, and managers.

For most business processes, forms will become attached to the steps in a workflow for the purpose of exchanging information. As part of the workflow, users will use these forms to collaborate as a team to complete the business process. The users will fill in the workflows with the "who, what, where, and when" information, as well as other information they will need to run the project—to maintain action items, manage document archiving, track workflow tasks and milestones, communicate and collaborate with project team members, and generate project reports. The form you create in uDesigner is what the user will use in Primavera Unifier.

Related Topics

Design Approach for a Workflow Business Process

Overall Steps in Designing a Form

About Business Process Forms

About Upper Forms

About Detail Form

Action Forms and View Forms

Designing Upper Forms

Creating Templates for Upper Forms

Adding Blocks to a Form

Upper Form Options

Copying Upper Forms

Modifying Blocks

Designing Detail Form

Moving or Deleting Blocks

Adding Fields to the Form

Adding a Response List to a Text Business Process

Adding a Text Entry Area to a Form

Adding a Reference Process to Auto-Populate Data

Auto-populate on Payment Application from a Base Commits BP

Auto-populate on Payment Application from a Change Commit BP

Auto-Creating a Record or Line Item from a Form

Designing a Bid Comparison Sheet for an RFB

Saving a Version of a Design

Restoring a Version of a Design



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Last Published Friday, April 9, 2021