You can access your project information from the Information node of that project: Your project > User mode > Information.
The Information node as two sub-nodes that each provide more details about the project as explained below:
- Directory
- General
Directory
Contains a collection/log of the project-team members and their contact information. You may view the contact information of fellow team members and even send email from within Unifier.
Note: A printed version of the Project Directory can be generated using user-defined reports.
The Directory toolbar includes the following options:
- View
- Users/Groups
Name and Company columns are visible on the grid
- Groups
Name column will be visible on the grid
- Users
Name column will be visible on the grid as defined in uDesigner
- Send Email
To send an email, select a team member's name and click Send email
Note: This button will be visible when the Hide User Profile option is unchecked. It will be hidden when the option is checked.
- Search
To Search for users based on the selected View (Users/Groups, Groups, Users)
- Find on Page
To do a quick search for users based on the visible columns
To view a team member's user profile:
In the Project Directory, select the user from the log. The user details become visible in the right pane. The General tab will include the user's Name and Company. Additionally, a Contact Information as in, you can choose one of the following:
- Company: Displays the user's company contact information
- <Project Number: Project Name>: Displays contact information specific to the current project, such as an on-site address or cell phone.
A Basic Information section will also be visible when the Hide User Profile option is unchecked.
To send an email:
In the Project Directory, select a user or group or both and click Send email. Or, from the user profile, click the user’s email address. The New Mail page will open with the selected items from the log.
You can click the picker icon to select additional users or groups from the picker window. The ability to pick applies to the “To,” “CC,” and “Bcc” fields.
You may also contact a team member using Mailbox. Mail from all places in the product support Users and Groups as recipients.
Note: Email sent through your external email program will not be saved as part of the Unifier project record.
General
Contains a collection/log of the general information business process records that may have been added to the project. Refer to Unifier General User Guide for details.
The listed BP records originate as single-record business processes. In other words, only one BP record exists for each BP, per project. The General log is useful for project-specific information that only needs to be documented on a single form. It is a way to easily categorize, and find, big-picture project information, for example, the overall project data or descriptions.
To open a record, select it and click Open.