• Getting Started with Unifier General Administration Guide
  • Security Considerations in Unifier
    • Authentication: How Users Sign On
    • Authorization: What Users Can Access
    • Endpoint Security
    • Confidentiality for Primavera Unifier
    • Integration with Other Applications
    • Security for Developers - API Security
    • Establishing Security Contacts
  • Companies in Unifier
  • Administrators in Unifier
  • Permission-Based Security in Unifier
  • Company Landing Page (Admin)
  • Program Landing Page (Admin)
  • Shell Landing Page (Admin)
  • Project Landing Page (Admin)
  • Queries
    • How Queries Work
    • Using Formulas or Conditions in Queries
      • Field Value Comparison
      • Date Plus or Minus
      • Date Difference
      • Compare Date Fields
      • Dynamic Date Value
      • Between Dates
    • Assignee Filter Query Condition
    • Query Based Data Element (QBDE)
    • Defining the Format of the Currency for QBDE
  • Dashboards in Unifier
  • Self-Service Portal
  • Access Control and AutoVue Stamps
  • Managing Public Searches
    • Setting Public Search Permissions
    • Managing Public Searches
  • Adding & Managing Partner Companies
    • Add a partner company
    • Remove a partner company
    • View partner company profile
  • Manage Support and e-Learning contact information (Contact tab)
  • Manage Company Password Policy (Security tab)
  • Manage Company Addresses (Address tab)
  • Access Company Details (Edit Company Window)
    • Edit Company (General Tab)
    • Edit Company (Address Tab)
    • Edit Company (Contact Tab)
    • Edit Company (E-Signatures Tab)
    • Edit Company (Outgoing E-mails Tab)
  • Background Jobs
  • Event Notifications
  • uDesigner Overview
  • Custom Dashboards
    • Creating Company or Shell Custom Dashboards
    • Granting Custom Dashboard Permissions
      • Configuring a Company Custom Dashboard
        • Modify the General Properties of a Company Dashboard
        • Define queries for Company Dashboard data cubes
        • Specify cache details
        • Grant Company Dashboard View permission
    • Configuring a Shell Dashboard
      • Modify the General Properties of a Shell Custom Dashboard
      • Define queries for shell dashboard data cubes
    • Modifying a custom dashboard
      • Delete a custom dashboard
      • Find a custom dashboard
      • Download XML data associated with a custom dashboard
      • Refresh the Company Dashboard cache
  • Program Administration
    • Creating and Managing Programs
    • Creating a Project
      • Grant permission to administer projects or project templates
      • Create a project by copying a template or project
      • Create a new project manually
      • Add Cost Sheet
      • Manage Projects
      • Activate or deactivate a project
    • Creating a Program
    • Defining Program Properties
      • Define Program General Properties (General tab)
      • Add or Remove Projects or Shells From a Program (Projects tab)
      • Set Up Program Progress Tracking (Progress tab)
      • Add Links to Other Program-Related Web Pages (Links tab)
    • Program User Administration
      • Add Users or Groups to a Program
      • Grant Program Permissions (Access Control)
  • Project Administration
    • Creating and Managing Projects
      • How to create and setup a project
      • Creating a Project Template
        • Access project templates
        • Create a project template
        • Create a project template by copying a template or project
        • Set up modules in the project template
        • Manage Project Templates
      • Defining Project (and Project Template) Properties
        • Define general project properties (General tab)
        • Define project location (Location tab)
        • Add project currencies (Standards tab)
        • Add a project image (Standards tab)
        • Distribute an External Email Address for the Project (Standards Tab)
        • Set up project progress tracking (Progress tab)
        • Add links to other project-related web pages (Links tab)
        • Select a project custom attribute (Custom tab)
        • Create a Project Calendar (Calendar Tab)
          • Modify a Project Calendar
        • Company Sponsored Projects (Standards Tab) E-Signatures
    • Updating Projects
      • General procedure for updating project information
      • Update users
      • Update groups
      • Update Business Processes and BP Setups
      • Update User-Defined Reports
      • Update access control
      • Update cost sheet columns in a project
        • Cost Column Project Update Rules
      • Update Schedule of Values (SOV) Structure
      • Update commitment funding structure
      • Update Cash Flow Curve Properties and Permissions
      • Update project cost or fund rules
      • Update gates setups
      • View update history
      • Cancel a project update request
    • Managing Member Companies
      • Add a member company to a project
      • View member company profile
      • Remove a member company from a project
    • Managing Project Users and Groups
      • Add a user to a project
      • View or edit a project user’s profile
      • Create and Manage Project Groups
      • Grant project user permissions through Project Access Control
      • Generate and print access information report
    • Setting Up Automatic Status Update
    • Setting Up Gates
      • Example of a gates setup and conditions
      • Define the project phase list
      • Create a gates setup
      • Add project phases to the gates setup (Settings tab)
      • Configure Gates conditions
      • Configure gate elements
      • Change the order of project phases
      • Define gates runs schedule (Schedule tab)
      • Activate or deactivate a gates setup
      • Set user permissions for gates
    • Create an automatic project status update setup
    • Choose the order of non-active statuses (Settings tab)
    • Define status change query and trigger conditions (Settings tab)
    • Define project status update schedule (Schedule tab)
    • Activate or deactivate an auto-update status setup
    • Set permissions for automatic update of project status
  • Shells Administration
    • Dedicated Mailbox for the Shell
    • User Permissions and Navigation
    • Setting up Shells
      • Importing Shells
      • Setting Permissions to Configure Shell Types in the Shell Manager
      • Configuring Shells
      • Update generic cost sheet columns and rows
      • Configuring Shell Manager Configuration Package
      • Setting Permissions to Administer Shell Templates
      • Accessing a Created Shell Template
        • Create a Shell Template
        • Create a shell template by copying a template or shell
          • Shell Cloning window selections
            • Cloning window selections for all shell templates and shells (both CBS and generic codes)
            • Cloning window selections for only Generic code shell templates and shells
          • Cloning window selections only for CBS code shell templates and shells
        • Shell Template Modules and Managers
          • Managers and Modules Available in all Shell Templates (Both CBS and Generic Codes)
          • Selections available in only Generic code shell templates
          • Selections available only in CBS code shell templates
          • Document Manager Template
        • Manage Shell Templates
        • Adding View Forms in Shell Template
      • Setting Permissions to Create or Modify Shell Instances
      • Creating a Shell
        • Create a New Shell Manually
          • Location picker behavior
        • Create a shell by copying a template or shell
        • Managing Member Companies
          • Add a member company to a shell
          • View member company profile
          • Remove a member company from a shell
        • Managing Shell Users and Groups
          • Add a user to a shell
          • View or edit a shell user’s profile
          • Create and Manage Shell Groups
          • Grant shell user permissions through Shell Access Control
          • Generate and print access information report
        • Create new shells using an imported CSV file
        • Create shells with the shell creation business process
      • Integration Tab
        • CBS Type Shell for a Non-EVM User
        • CBS Type Shell for an EVM User
      • Managing Shells
      • Packaging Single Instance Shells
      • Updating Shells
        • Updating Shell Formation - General Procedure
        • Updating Shells, Users
        • Updating Shells, Groups
        • Updating Shells - Setup Node, Business Process
        • Updating Shells - Setup Node, Dashboards
          • Conditions for Creating a Dashboard Setup Configuration Package
        • Updating Shells - Setup Node, Gates
        • Updating Shells - Setup Node, Planning Manager
        • Updating Shells - Setup Node, Resource Manager
        • Updating Shells - Setup Node, Configurable Modules (Classes)
        • Updating Shells - Configurable Modules Node (Sheets)
        • Updating Shells - Rules Node
        • Updating Shells - Cost Manager Node, Cash Flow
        • Updating Shells - Cost Manager Node, Cost Sheet
        • Updating Shells - Cost Manager Node, Funding - Funding Sheet
        • Updating Shells - Cost Manager Node, Funding - Commitment Funding Sheet
        • Updating Shells - Cost Manager Node, Schedule of Values - General Spends
        • Updating Shells - Cost Manager Node, Schedule of Values - Payment Applications
        • Updating Shells - Cost Manager Node, Schedule of Values - Summary Payment Applications
        • Updating Shells - Cost Manager Node, Templates - Commitment Funding Sheet
        • Updating Shells - Document Manager Node
        • Updating Shells - Space Manager Node, Levels Sheet
        • Updating Shells - Space Manager Node, Stack Plans
        • Updating Shells - Schedule Manager Node, Schedule Sheets
        • Updating Shells - Access Control Node
        • Updating Cost Sheet Columns in a Shell
          • Cost Column Shell Updating Rules
        • Update schedule of values structure
        • Updating Shells - Reports Node
        • Update commitment funding structure
        • Update cash flow properties and permissions
        • Update generic cost sheet columns and rows
        • View update history
        • Cancel a shell update request
      • Setting Up View Forms in Shell Attributes
    • Setting Up the Automatic Update of Shell Status
      • Create an automatic shell status update setup
      • Choose the order of non-active statuses (Settings tab)
      • Define status change query and trigger conditions (Settings tab)
      • Define shell status update schedule (Schedule tab)
      • Activate or deactivate an auto-update status setup
      • Set permissions for automatic update of shell status
    • How to Set Up Gates
      • Example of a gates setup and conditions
      • Define the phase list
      • Create a gates setup
      • Delete a Gates Setup
      • Add phases to the gates setup (Settings tab)
      • Access gate configuration view
      • Configure gate elements
      • Change the order of phases
      • Define gates runs schedule (Schedule tab)
      • Activate or deactivate a gates setup
      • Set user permissions for gates
    • Editing Multiple Shells at once with Bulk Edit
    • About Shell Dashboards
      • Setting shell instance dashboard permissions
      • Creating a shell dashboard in a template
      • Copy a shell dashboard
      • Modify shell instance dashboard properties
      • Delete a shell instance dashboard
      • Find a shell instance dashboard
      • Set user or group permission for a shell instance dashboard
    • Migrating standard projects to CBS shells
      • Migration limitations
      • Migration Considerations
      • Migration mapping of project data elements to shell data elements
      • Migrate projects to shells
        • Export the migration template
        • Modify the exported csv template
        • Initiate migration of standard projects to CBS shells
        • View migration history
        • Test for CBS shell creation
    • Internationalization and CSV Files
    • Internationalization and Web Services
    • Internationalization (Email Notifications)
    • Internationalization (Support for Tools)
    • Internationalization (BI Publisher Custom Reports)
    • Internationalization (Dashboards)
    • Internationalization (Help Files)
    • Internationalization (Spell Check)
    • Internationalization (Date and Time Zone Formats)
    • Internationalization (Audit Log)
  • Unifier Activity Manager
    • Activity Manager Permissions
  • Managing Personal Information in Unifier
    • About Consent Notices (Administrator)
      • About Personal Information
      • Cookies in Unifier
    • Permission Control for Consent Notice
    • Your Responsibilities
      • Personal Information (PI) Data in Unifier
      • Configuring Consent Notices for Unifier
        • Configuring Consent Notices for User Signing In through Web
          • Auditing Consent Notices for Unifier Users Signing In through Web
        • Configuring Consent Notices for Bidders Signing In through Web
          • Auditing Consent Notices for Unifier Bidders Signing In through Web
  • Translating Custom Strings (Internationalization)
    • Internationalization Node Properties
    • Displaying Custom Strings and System Strings
      • Administration Mode
    • Assigning Permissions
    • Translating Methods
    • Internationalizing Unifier Environments
  • Unifier Mobile Application
  • Unifier and Other Oracle Applications
    • Unifier and Primavera Analytics
      • Analytics Node
      • Analytics Log Properties
      • Analytics Log (Business Process) Setup
      • Analytics Log (Cash Flow) Setup
      • Analytics Log (Cost Sheet) Setup
      • Analytics Log (Generic Cost Sheet) Setup
      • Analytics Log (P6 Summary Sheets)
      • Analytics Log (Shells)
      • Analytics Log (Space Manager)
        • Data Mapping - Space Types Tab
        • Data Mapping - Level Tab
      • Analytics Log (Vendors)
      • Scheduling Setup
      • Access Control Changes for Analytics Node in User Mode Access
      • Analytics Subject Areas and Unifier Data
      • Granting Permissions to Setup Analytics
      • Analytics and Dashboards
      • Accessing the Unifier Analytics Dashboard in OBI
      • Accessing Unifier from OBI server
      • Action Links (from OBI to Unifier)
      • Accessing Analytics from Unifier
      • Publishing Unifier Data to Analytics
      • Unifier Configurator and OBI Server for On-Premises
      • Analytics Block
      • Analytics Block and Shell Templates
    • Unifier and Primavera P6
      • P6 Data Sources node
      • P6 Activity Data
      • P6 Activity Picker Query Configuration
      • P6 Data and Cash Flow Templates
    • Unifier and Primavera Gateway
      • Unifier Objects and Gateway
      • Gateway Objects and Unifier Provider Objects
      • Gateway Node in Unifier
      • Business Objects Node in Unifier
        • Deploy to Gateway
        • History
        • Find
      • Configuring Permissions for Business Objects
      • Unifier Provider, Unifier, and Gateway
        • Project/Shell
          • Project/Shell Data Dictionary
          • Project/Shell Business Flow
          • Project/Shell Synchronization
          • Project/Shell End-to-End Solution
        • Business Processes
          • Business Processes Data Dictionary
            • Summary Payment Application (SPA) SOV type BPs
            • Unifier Provider BP Objects and Gateway Objects
          • Business Processes Business Flow
          • Business Processes Synchronization
          • Business Processes End-to-End Solution
        • Roles
          • Roles Data Dictionary
          • Roles Business Flow
          • Roles Business Flow (Destination App Parameters)
          • Roles Synchronization
          • Roles End-to-End Solution
        • Resources
          • Resources Data Dictionary
          • Resources Business Flow
          • Resources Synchronization
          • Resources End-to-end Solution
        • CBS Codes
  • Copyright