In Primavera Unifier, the Document Manager maintains all the files and documents for a project. Each project includes its own Document Manager, and another Document Manager resides at the company level. The manager ensures that employees and project members are always using the most current versions of documents and makes accessing and distributing documents efficient. Documents are organized into a "folder" structure to categorize them and make them easily available, much like a filing cabinet.
The Document Manager is integrated with business processes. You can initiate a business process directly from the Document Manager and automatically attach files and folders to it.
The Documents node in the left Navigator is where all documents—such as drawings, spreadsheets, image files, Microsoft Office files—are stored and managed. Under this node, at the project level, we have provided an extensive Project Documents node containing a folder structure to support an array of document types, such as Project Budgets and Schedules, Bids and Contracts, and Permits and Fees. You can upload, download, revise, or mark up all documents from this node. The Documents node has check-in/check-out, document lock, and revision history features for version control.
The Unpublished Documents node is the temporary, automatic repository for files that have been uploaded from local machines and attached to business processes, but which have not yet been "published" to the Documents node. When you upload a file from a local machine and attach it to a business process, the document is automatically stored in the Unpublished Documents node with a link to the business process to which it belongs. The link to the business process allows the administrator to review where the document originated from. This way, the administrator can control the documents that are accessible in the Document Manager. For example, a subcontractor might submit a Request for Information (RFI) with attached documents requesting input from the architect. The attached documents can be traced to the original business process through the link, and the documents will become available in the unpublished node. The administrator can then review the documents, decide where to store them, and publish them to the Documents node; or the administrator can decide not to publish them at all.