- Working with Unifier Business Processes
- Best Practices
- Unifier Business Processes
- Workflow Versus Non-Workflow
- Business Process Types
- Business Process Editor
- Business Process Dates and Calendars
- Business Process Forms
- About Workflows
- Auto-Populating Fields in a BP Record
- Reverse Auto-Populating (RAP) Fields in a BP Record
- Viewing Notifications (CC'd Tasks)
- Accessing a BP Record from an External System
- Business Processes in Company Logs and Logs Nodes
- Creating a Business Process (BP) Record
- Manually Creating a New BP Record from a BP Log (Standard View)
- Manually Creating a New BP Record from the Master Log (Standard View)
- Manually Creating a New BP Record from the Tasks Log (Standard View)
- Creating a BP Record by Copying an Existing BP Record (Standard View)
- Copying a BP Record in Master Log (Standard View)
- Visibility of Properties tabs in BPs
- Auto-Creating BP Records
- Auto-Create a BP Record from a Workflow Step (S-Step)
- Auto-Create a BP Record, or Line Item, Based on Conditions or Frequency
- Bypassing the Initiation Step (I-Step)
- Auto-Create a BP Record via a Template
- Examples of Auto-Creation
- Rules for Checking Conditions for Auto-Creation
- Auto-Creation In Operation
- Schedule BP Auto-Creation Dynamically
- Stop Auto-Creation
- Create a BP Record, or Line Item, with Manual Auto-Creation
- Auto-Create SPA Commits with Variable Unit Cost Lines
- Create a BP Record in Document Manager
- Create a BP Record from a Template
- Create BP Templates and Schedule BP Creation
- Using CSV and Restful Services
- Working with Permissions (Non-Workflow BPs)
- Filling Out a Business Process Form
- Saving a Draft of a Workflow Business Process
- Accessing Custom Business Process Help PDF File
- Adding and Managing Line Items
- Restricting Line Items by Using Copy with Conditions Option (Standard View)
- Adding and Managing Line Items Using the Grid View Feature
- Adding and Managing General Comments
- Using or Viewing a Query-Based Tab
- QBDE Evaluation Upon Creating Record From Query-Based Tab
- Working with File Attachments and Markups
- Attach Files to General Comments Section of a Business Process
- Attach Files to Document-Type Business Process Forms
- Attach Drawing and Reference Files to a Business Process
- Add Markups to a Business Process Attachment
- Including Stamps in Documents
- View Attachments in a Business Process
- Download Attachments in a Business Process
- Revising and Reviewing Attachments in a Business Process
- Publish Attachments or Revised Attachments in a Business Process
- View Graphic Markups in a Business Process Attachment
- Remove Attachments from a Business Process
- Using User-Defined Stamps
- Comparing File Attachments
- Republishing DM Document from BP Record
- Linking Business Process Records
- Linking Mailbox Messages to a Record
- Attaching External Emails from the Project or Shell Mailbox to a Record
- Sending Attachments for E-Signature
- Adding or Viewing a Map (Geocoding)
- Adding an Image
- Adding a Hyperlink
- Viewing Referencing Records
- Spell-Checking a Form
- Participating in a Workflow
- Completion Policies and Resolving Actions
- Working with Tasks
- Taking Action on your Task (Standard View)
- Taking Action on Multiple Tasks at the Same Time (Standard View)
- Accepting your Tasks (Standard View)
- Undoing Accepting your Tasks (Standard View)
- Declining a Task (Standard View)
- Completing a Business Process Form
- Assigning Users for the Next Step or Sending a Copy (Standard View)
- Modifying Step Due Date
- Adding Additional Assignee or Sending Additional Copy (Standard View)
- Adding or Viewing Task Notes (Classic View Only)
- Completing Tasks via Email
- About Email Notifications for Business Processes
- Participating in a Discussion Group (Classic View only)
- Copying and Consolidating Comments and Markups
- Managing Business Process Records
- Printing and Distributing BP Forms
- Auto-Populating BP Data Picker on BP Auto-Creation
- Updates on Document Attributes for Business Processes
- Unifier Business Processes with Special Behaviors
- Schedule of Values (SOV) Sheets and Business Processes
- Payment Application Business Processes
- Payment Application Tasks and Performing Multiple Actions-Bulk Action (Standard View)
- Payment Application BP and Multiple Payments
- Payment Application BP and Negative Change Commits (Standard View)
- Enter Payment Application Line Item Information
- View Payment Application Line Item History
- Export line item history
- Save payment application in draft mode
- Draft mode and SOV synchronization
- View the Schedule of Values (SOV) Sheet
- Importing, Exporting, and Integration
- Import new payment application records
- Import payment application line items into a BP
- Payment Application Grid Column Total
- General Spends Business Processes
- Change Commit Business Processes
- SOV Summary Payment Applications Sheets and Business Processes
- SOV Summary Payment Application Business Process (Standard View)
- Overpayment in Summary Payment Applications SOV
- Totaling Cost Breakdown Values
- Request for Bid (RFB) Business Processes
- Language, Time Zone, and Date Format for Vendors BP
- Working with RFBs
- Sending the Bid Request for Internal Review and Approval
- Starting the Bidding Process
- Filtering Bidders
- Public Bidding
- Private or Non-Public Bidding
- Bidders and Passwords
- Comparing the Bids (Classic View)
- Bid Comparison Options (Classic View)
- Comparing the Bids (Standard View)
- Select Winning Bid
- Auto-create Contract
- What the Vendor Does
- Changing Vendor Email Address
- Lease Business Processes
- Lease business process terminology
- Lease business process use cases
- Various Payment Terms for the same lease
- Different payment allocations for multiple tenants
- Semi-annual lease terms with proration
- Handling rent pre-payments
- Straight lining with quarterly payments
- Straight Lining with monthly payments
- Lease term of 20 years with escalation
- Escalation Based on Index Rate
- Create and manage Lease business processes
- Create and use an allocation template
- View or export payment schedule
- Auto-create an invoice or payment request from a Lease business process
- Take a snapshot of a Lease
- Calculating Net Present Value (NPV)
- Reservation Business Process
- Business Processes with Redesigned User Interface
- Business Process Types with Redesigned UI
- Creation Step
- Update Step
- View Step
- Completing a BP Record Form
- Adding and Managing Line Items
- Working with Attachments
- Adding and Managing Linked Records
- Viewing Reference Records
- Working with General Comments
- Working with Linked Mail
- Working with Query-Based Tabs
- Working with Quick Calendar Entry
- Document-Type Business Process Forms (Without Folder Structure)
- Document-Type Business Process Forms (With Folder Structure)
- Request for Bid (RFB) Type Business Process Form (Private)
- User Picker and Group Picker
- View User Profile
- Cost-Type Business Processes
- Text-Type Business Process
- Simple-Type Business Process
- Preventive Maintenance Business Process
- Unifier Business Process Forms, Managers Attributes, and Shell Dashboards - User Interface
- Copyright