• Introducing Unifier uDesigner
    • Before Using uDesigner
  • Business Processes Overview
  • Business Processes Types
    • Cost Type
      • Cost Type: Line Items with CBS Code
      • Cost Type: Line Item with Fund Code
      • Cost Type: Line Items with Both CBS and Fund Codes
      • Cost Type: Line Items with Both CBS and WBS Codes
      • Cost Type: Commit at Company Level
      • Cost Type: Line Items with Company Account Code
      • Cost Type: Line Items with Asset Code
      • Generic Cost: Line Items with Multiple Codes
        • Design Requirements for Line Items with Multiple Codes BPs
        • Design Flow for Line Items with Multiple Codes BPs
        • Tips for Lease Business Process (BP)
    • Document Type
    • Text Type
    • Line Item Type
      • Preventive Maintenance
    • Simple Type
    • Request for Bid (RFB)
    • Resource Booking
    • TimeSheet
    • Project/Shell Creation
  • Asset Manager Overview
    • Design Requirements for the Asset Manager
  • Standard Cost Manager Overview
    • Cost Management Levels
    • About Cash Flow Curves
    • About CBS Codes
    • About the Schedule of Values (SOV)
    • About Earned Value
    • How Cost Transactions Work in Unifier
    • Design Requirements for the Cost Manager
  • Generic Cost Manager Overview
    • Design Requirements for a Generic Cost Manager
  • Document Manager Overview
    • Design Requirements for the Document Manager
    • Creating Multiple Attributes Forms
  • Planning Manager Overview
    • Design Requirements for the Planning Manager
  • Portfolio Manager Overview
    • Design Requirements for the Portfolio Manager
  • Resource Manager Overview
    • Design Requirements for the Resource Manager
  • Schedule Manager Overview
    • Entering and Viewing Cost Data
    • Automating a Schedule Using Scope Management
    • Accumulating and Calculating Progress Data
    • Resource Assignment by Resource Type and Resource Effort
    • Design Requirements for the Schedule Manager
    • Design Requirements for Activity Sheet Attribute Form (AP & RAP)
      • Detail Form
      • Picker
      • Integration
  • Activity Manager Overview
    • Detail Form
    • Picker
    • Integration
    • Manually Creating New Activity Sheet and Activity Attributes Form
      • Data Elements (uuu) of Manual Activity Sheet Attributes
      • Additional System-Defined Data Elements of Manual Activity Sheet Attributes
      • System-Defined Data Elements for Activity Attribute Form
      • Custom Data Elements for Activity Attribute Form
      • Completing Activity Attribute Form
      • Importing, Exporting, and Updating Activities within Manual Activity Sheets
      • Linked Data Elements Using P6 Activity Picker
    • Manually Creating WBS Sheet
  • Earned Value Manager Overview
    • Organization Breakdown Structure (OBS)
    • Work Breakdown Structure (WBS)
  • User Administration
    • User Attribute Form
    • Creating User Attribute Form
    • Data Pickers and User Attribute Form
    • Design Requirements for User Properties Attribute Form
  • Space Manager Overview
    • Required Companion Applications for Space Manager
    • Design Requirements for the Space Manager
  • Shell Manager Overview
    • To prepare a shell for use in Primavera Unifier:
    • Dedicated Mailbox for Shells
    • Cost Management in Shells
    • Design Requirements for the Shell Manager
      • Details Block
  • Designing Your Own Managers
    • Across-Shell Functioning
    • Design Requirements for a Code-Based Manager
    • Design Requirements for a Code-and-Record-Based Manager
    • Testing and Publishing a Manager
  • Launching a Manager
    • Design Requirements for Launching a Manager
    • Starting an Attribute or Detail Form for a Manager
      • For the Asset Manager
      • For the Standard Cost Manager
      • For a Code-Based Manager
      • For a Code-and-Record-Based Manager
        • Completing the launch
      • For the Document Manager
      • For a Generic Cost Manager
      • For the Planning Manager
      • For the Portfolio Manager
      • For the Resource Manager
      • For the Schedule Manager
      • For the Shell Manager
      • For the Space Manager
    • Adding Blocks to the Attribute Form
    • Modifying Blocks
    • Moving or Deleting Blocks
    • Designing a Formula for Fund or Account Codes
    • Designing a Picker
    • Designing a Log for a Manager
      • Designing a Standard Log
        • General Tab
        • Layout Tab
        • Sort Tab
        • Find Tab
        • Mobile Log
      • Designing an Advanced Log
  • Dashboards
    • Creating Dashboard Setup
      • Adding Tabs in Dashboard
      • Adding Blocks in Dashboard
        • Standard Block
        • Custom Block
        • Drill Down Block
        • Analytics Block
        • Portlet Block
  • Creating a Data Structure
    • Data Structure Components
    • Data Definitions
      • About Data Pickers
        • How Data Pickers Work with Shells
        • How Data Pickers Work With Configurable Managers
        • How Data Pickers Work With the Planning Manager
      • About User Data Pickers
      • Creating a Basic Data Definition
      • Creating a Cost Code Definition
      • Creating a Data Picker Definition
      • Data Picker Filter Query Condition
    • Data Elements
      • Creating a Data Element
      • Modifying a Data Element
    • Dynamic Data Sets
      • Creating a Dynamic Data Set
    • Statuses
      • Adding a Status
      • Changing the Name of a Status
      • Activating / Deactivating a Status
      • Rearranging the Order Statuses Appear in Lists
    • Tags
      • Creating a Tag
    • Exporting the Data Structure to Primavera Unifier
  • Starting a New Design
    • Overall Steps for Creating a Design
    • Starting a New Design (Edit Studio)
      • General Tab
      • Options Tab
      • Statuses Tab
      • Consolidation Tab
      • Record Properties
      • Data Picker
        • Configure Data Picker
        • Using Filters
        • BP Line Item Data Picker
      • Data Elements
        • Unique Tab
        • Auto Sequence Tab
  • Designing a Form
    • 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
      • For Document Business Processes
      • For Line Item Business Processes
      • For Cost Business Processes
      • For Base Commits and Change Commits Business Processes (SPA of SOV Type)
      • For Payment Application Business Processes
      • For Payment Application Business Processes: Line Items with CBS Code
      • For Request for Bid (RFB) Business Processes
      • For Schedule Business Processes
      • For Resource Bookings and Time Sheet Business Processes
      • For Lease Business Processes
      • For Project/Shell Creation Business Processes
      • For Modifying Line Items
      • For Modifying Line Items (Bidder)
    • Creating Templates for Upper Forms
      • Using a Template in a Design
      • Updating an Upper Form Using a Template
      • Unlinking an Upper Form From a Template
    • Adding Blocks to a Form
    • Upper Form Options
      • Cost-Type BP Upper Forms
      • Document-Type BP Upper Forms
      • Line Item-Type BP (Upper Forms)
      • Request for Bid-type (RFB-type) BP Upper Forms
        • Requestor: Request for Bid type (RFB-type) BP Upper Forms-Action Form (AF)
        • Requestor: Request for Bid type (RFB-type) BP Upper Forms-View Form (VF)
        • Bidder: Request for Bid type (RFB-type) BP Upper Forms-Action Form (AF)
        • Requestor: Upper Forms
      • Simple-Type BP Upper Forms
      • Text-Type BP Upper Forms
      • Project/Shell Creation-Type Upper Forms
      • Resource-Type BP Upper Forms
    • Copying Upper Forms
    • Modifying Blocks
    • Designing Detail Form
      • Adding an Item Log to a Detail Form
      • Organizing Data with Multiple Tabs
      • Starting a Standard Detail Form
      • Starting Detail Forms for Multiple Tabs
      • Mapping Line Items from References during BP Creator Auto-Creation
      • Creating Query-based Tabs and Summary Elements
        • Query-based Tabs
        • Summary Elements
      • Adding a Grid Summary to a Detail Form
      • Copying a Detail Form
    • Moving or Deleting Blocks
    • Adding Fields to the Form
      • Moving Data Elements
      • Previewing the Form
      • Making Fields Required, Editable, or Read-Only
      • Including a Map
      • Including Tooltip
      • Adding Formulas to Fields
      • Adding a Note to a Field
      • Adding a Dynamic Data Set
      • Updating Query-Based Field Values with a Trigger Element
      • Validating Field Values
      • Erasing or Resetting Field Values During a Workflow
      • Auto-Populating Fields
      • Updating Records Using Reverse Auto-Population
        • Creating an Integration Interface
        • Mapping a Field to be Updated
        • Reverse Auto-Populate Status of non-Workflow BP
        • Reverse Auto-Populate Configuration Window
      • Making a Field a Hyperlink
      • Linking Elements in Shell Hierarchies for Easy Restructuring
      • Linking Tagged Elements from a Schedule Attribute Form to Another Form
      • Linking Elements from Other Forms to a Planning Item
      • Viewing Details About Form Fields
      • Selecting Fields for an Email Notification
      • Selecting Fields for Unifier on Mobile Devices
      • Adding Auto-Sequencing Data Elements
      • Defining Totals (Payment Application Grid and Summary Payment Application Grid)
      • Defining Summary Totals
      • Advanced Formulas in Business Processes
        • Functions and Available Formats
        • Rules for Setting Fields as a Formula Destination
        • Adding Advanced Formulas
        • Setting Time Zone in Advanced Formula
    • 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
      • Auto-Populating the New Record
      • Preparing the Auto-Creation
      • Setting Up the Auto-Creation
      • Dynamically Updating an Auto-Created Record or Line Item
    • Designing a Bid Comparison Sheet for an RFB
    • Saving a Version of a Design
    • Restoring a Version of a Design
  • Creating a Business Process Design
    • Cost
    • Document
    • Text
    • Line Item
    • Simple
    • RFB (Request for Bid)
    • Resource (Resource Booking or Timesheet)
    • Project/Shell Creation (Simple or Line Item)
  • Adding Link Elements to a Form
    • For Re-Organizing Shells
    • For Accessing Schedule Information
    • For Including Dynamically Updated Data on Planning Items
  • Designing Workflows
    • Starting a Workflow
    • Adding Steps to the Workflow
    • Linking the Steps
    • Aligning the Steps
    • Designing a Sub-Workflow
    • Adding a Conditional Step
    • Auto-Creating a Record from a Workflow
    • Viewing a Summary of the Workflow
    • Error-Checking the Workflow
    • Arranging the Step Order To Aid the Setup Process in Primavera Unifier
    • Printing a Workflow
    • Copying a Workflow
  • Creating a Business Process Log (Standard or Picker)
    • Designing a Business Process Log (Standard or Picker)
    • Activity Attributes and Activity Picker
    • Business Process or Shells and P6 Activity Picker
    • Linked Data Elements Using P6 Activity Picker
  • Testing a Component in uDesigner
    • Checking for Errors
    • Changing the Status to "Complete"
    • Deploying to the Test Environment for Testing
    • Configuring a uDesigner Component for Testing
    • Loading the Business Process or Manager for Testing
  • Modifying a Design
  • Integration
    • Creating an Integration Interface
      • Creating an Upper Interface
        • Using the Move Up/Move Down keys:
        • Editing the Row column
      • Creating a Detail Interface
      • Creating a uCAD Interface for the Space Manager
      • Creating an Integration Template
      • Upper Form Templates
  • Copyright