Unifier Projects

A project is a "collaboration space" that allows project users to collaborate on and coordinate the execution of a project. Related projects can be grouped together under a program. If you are a member of a project that is part of a program, you may be a member of that program.

As a Unifier user, you may be part of a sponsor company or a partner company (or possibly both). Sponsor companies can commission and administer projects and programs. Partner, or member, companies (e.g., subcontractors and vendors) work with sponsor companies to complete projects.

Note: User access and permission levels for all functions are controlled by the Company Administrator. Contact your Company Administrator if you have questions regarding access.

Within Unifier, a shell is a construct that contains sub-shells. Shells are like standard projects, but offer more functionality and flexibility in terms of how you work with them in Unifier.

Note: Your Administrator can migrate standard projects to CBS shells.

Shells allow users to manage different modules. Projects are also shells that are pre-defined in Unifier. The Shell Manager allows shell types to be defined in uDesigner. Administrators can later create one or more instances under each shell type in Unifier. Each instance can have its own business process, cost manager, reporting module, or other modules as needed.

In This Section

Open a project

What you can do in a Project

About Project Statuses

Working with the Project Summary

Managing Project Alerts

Working with Mailbox (Projects)

Distributing the Project Mailbox Email Address to Users

Working with Tasks, Notifications, and Drafts Nodes

Working with your Project Information

Working with Gates

Working with E-Signatures



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Last Published Monday, August 31, 2020