To link a business process record to another business process:
- At the bottom of the BP form, click the Linked Records link. The Links window opens.
- Do one of the following:
- If you are linking to a record from the same business process log, click the Attach button.
- If you want to link to a record from another business process log, click the arrow next to the Attach button, and then choose the log where that business process record resides.
- From the resulting list of BP records, select the record(s) to link to the open business process form and click Attach.
- Click Close Window to close the Links window.
To link a line item to a business process record:
- Open the business process that contains the line item you want to link.
- Open the line item.
- At the bottom of the line item detail form, click the Linked Records link. The Links window opens.
- Do one of the following:
- If you are linking to a record from the same business process log, click the Attach button.
- If you want to link to a record from another business process log, click the arrow next to the Attach button, and then choose the log where that business process record resides.
- From the resulting list of BP records, select the record(s) to link to the open business process form and click Attach.
To link a line item from a business process record to another business process record by way of consolidation, use the Copy option, select Copy Consolidated Line Items, and create a line item.
Note: The "Prevent consolidating the same line item across multiple records" option must be selected in uDesigner to prevent the Primavera Unifier user from consolidating line items that have already been consolidated. If this option is selected, the line Items cannot be edited, later. Primavera Unifier ensures that the line items can be consolidated only once, across all the business.
When you link a business process record, using any of the methods explained above, the Links window shows the Current View for all records and provide the following details:
- Direction
- Type
The contents of the Type column indicates whether the linked record has been associated automatically (by way of Line Item Consolidation), or manually (by way of manual linking).
- Record Number
- Record Title
- Record Location
- If the BP is a company-level BP, then the Record Location shows the Company Workspace tab name.
- If the BP is a Project-level BP, then the Record Location shows the Project name.
- If the BP is a Shell-level BP, then the Record Location shows the Shell location.
Notes:
- You cannot remove the link Type: Line Item Consolidation.
- If there are multiple line items consolidated from the same BP record, then the BP record will be seen as a linked record for that many line items.
- If the line item with the link Type: Line Item Consolidation moves to the status, "Previously consolidated lines are available when terminal status equals" in uDesigner, or is terminated, then the link will be automatically removed.
6. Click Close Window to close the Links window.