• Setting up Data Structure Setup Node
    • Working with System and Configurable Modules
      • View Available System and Configurable modules
      • Add Custom Attributes to the Project/Shell SponsorshipModule
    • Working with Data Definitions
      • About Data Definition properties
      • Data Definitions from uDesigner
      • View Basic Data Definitions
      • View Cost Code Data Definitions
      • Add a Basic Data Definition
      • Add a Cost Code Data Definition
      • Add a Data Picker Data Definition
    • Adding and Managing Data Sets
      • Add data set values to a pull-down (drop-down) menu or radio button
      • Add data set values to a multi-select Input data definition
      • Import data set values
      • Modify or remove data set values
      • Reorder data set values
        • Row numbering follows a relative numerical progression
    • Working with Data Elements
      • Access Data Elements
      • Export Data Elements
      • View Data Element Usage
      • Modify Data Element
    • Configuring Dynamic Data Sets
      • How to set up a dynamic data set
      • Access dynamic data sets
      • View dynamic data set properties
      • Define the value set and behavior set values
      • Import dynamic data set values
      • Delete a dynamic data set combination
      • Edit a dynamic data set combination
      • View dynamic data set usage
  • Creating Data Views
    • Grant Permissions for Data View Creation
    • Create and Publish Data Views and Metadata
    • View data (query results) and metadata (columns) in the view
    • Export data (query results)
    • View Data View Usage in Reports and Data Cubes
    • Edit data views
    • Delete Data Views
    • Review Unifier Database Table Structure
  • Creating Data Cubes
    • Defining a Data Cube
    • Selecting data sources
    • Adding data elements
    • Defining queries
    • Granting permissions for Data Cube
    • Publishing Data Cube
  • Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)
    • Custom Templates (Custom Prints and Reports) Overview
    • Assigning Roles and Permissions to BI Publisher User to Publish and Run Unifier Reports
    • Creating Data Model (.XDM) File
    • Custom Templates Windows Log
    • BI Publisher Report Levels
    • Sample XML Data for Custom Templates (Custom Prints and Reports)
    • Creating BI Publisher Custom Print
      • Custom Print Window (General tab)
      • Custom Print Window (Template File tab)
      • Custom Print Window (Sample Data tab)
    • Creating Custom Email Template
    • Publishing BI Publisher Custom Print
    • Parameters for External Multiple Custom Print
    • Creating BI Publisher Custom Report
      • Custom Report Window (General tab)
      • Custom Report Window (Views tab)
      • Custom Report Window (Query tab)
      • Custom Report Window (Parameters tab)
      • Custom Report Window (Template File tab)
      • Custom Report Window (Sample Data tab)
    • Download and Install BI Publisher Desktop for Microsoft Office
    • Building Report Template (RTF)
      • Creating a Report with Line Items
        • Formatting Data
        • Adding Summary Page to Report
        • Adding a Chart
        • Adding Headers and Footers
        • Adding BI Fields to RTF File Header or Footer
        • Importing Template into Unifier
        • Adding a Report to Navigator
        • Setting Permissions on Report
        • Running the Report
      • Advanced BI Publisher Functions
    • Publishing BI Publisher Custom Report
    • Making a New Custom Report or Custom Print Appear in Unifier Navigation
    • Setting Permissions for Custom Reports
    • Running a Report in Unifier
    • Uploading a Template for External Data Model Type Custom Report
    • Downloading Sample XML Data for Designing New Templates
    • Modifying Existing XDM for Custom Report or Custom Print Configuration
    • Adding a Dynamic Image in the Custom Print Template
    • Adding a Dynamic Image in the Custom Report Template
    • Adding a Dynamic Image in BI Publisher Report
    • Adding Rich Text Data Element in BI Publisher Report and Custom Print
    • Connect to Unifier Database
  • Configuring Project Numbering, Cost Codes, and Status
    • Create and manage project categories (organize projects)
  • Getting Started with Unifier Modules Setup Administration Guide
  • Setting up Multiple Company Calendars
    • Setting Multiple Calendar Permissions
    • Creating Multiple Calendars
    • Modify, Delete, or Mark a Calendar as Default at Company Level
  • Configuring the User Mode Navigator
    • Create a New User Mode Navigator Configuration
    • Create a new grouping node
    • Rename a grouping node
    • Change the icon of a grouping node
    • Move nodes within the navigator
    • Remove unused modules from the navigator
    • Delete a grouping node
    • Deploying a navigator configuration
    • Delete a navigator configuration
    • Restore the navigator to previous or default configuration
  • Setting up the Users (User Administration)
    • Owner Company or Sponsor Company
    • Partner Company or Member Company
    • Assigning Application Access to Primavera Unifier (Cloud Only)
    • Editing User Permissions at Company, Shell, and Project Levels
    • Importing User Attribute Form
    • Adding and Managing Company Users
      • Add a New Company User
      • Contractor User
      • Import company users (add users or update users)
      • Export user records
      • Manage user login information (Security tab)
      • Manage a user’s group membership (Groups tab)
      • Edit user permissions (Permissions tab)
      • View user’s project, program, and shell membership (Project/Program/Shell tabs)
      • Designate a proxy user (Proxy tab)
      • Send email to a company user
      • Unlock a locked user account
      • Change the status of multiple company users
      • View or print user audit log
      • Reactivating Users
    • Creating Partner Companies, Users, and Permission Settings (On-Premises Only)
    • Creating Partner Companies and Users (Cloud Only)
    • Adding and Managing Partner Company Users
      • User Type
      • Adding a Partner Company User
      • Managing Partner Company User: Status, Groups, and Permissions
      • Changing the Status for Multiple Partner Users
      • Importing and Exporting Company and Partner Users
      • Reactivating Users
    • Adding and Managing Groups
      • Create a new group
      • Add users to a group (Members tab)
      • Edit group permissions (Permissions tab)
    • Integration Users
      • Creating Integration Users
      • Setting Permissions to Integration Users
      • Printing and Exporting Integration Users
      • Access Control for Integration Users
    • Managing Users in Bulk
      • Change user group assignments or add new users in bulk
      • Change user status in bulk
      • Update multiple company or partner users
    • Creating and Managing User Preference Templates
      • Create a User Preferences Template
      • Update Users with the User Preferences Template
      • View update users history
      • Cancel a user update request
    • Creating an Approved Email List for Project/Shell Mailboxes
    • Editing, Deleting, and Finding Email Addresses
    • Importing and Exporting Email Addresses
    • Managing permissions and access control
      • Permission tab versus Access Control
        • Access Control
        • Permissions tab
      • Edit user or group permissions using Access Control
      • Create or edit a permission template
      • Generate and print an Access Information report
    • Announcements Node
      • Announcement Properties
      • Access Control for the Announcements Node
      • Site Administrator Announcements Log
    • Working with the License Manager
      • View License Manager Terms and Usage
      • Set Up License Manager Scheduled Runs and Notifications
      • Print License Manager Information
      • View or Print the License Manager Audit Log
    • Running System Usage Reports
      • Run a System Usage Report
      • System Usage Report Types
    • Setting Permissions for Inbox
    • Setting Permissions for Unpublished Attachments
    • Task Reassignment (Company and Project)
      • Active User Tasks
      • Inactive User Tasks
      • Reassigning Tasks (Workflow)
      • Reassigning Tasks (Scenarios)
      • Views
      • Workflow of Reassigning Tasks (Company)
      • Workflow of Reassigning Tasks (Project)
      • Reassigning Tasks Access Control
      • New Assignee Email Notifications
  • Setting up the Business Processes
    • Master Log - Business Processes Node
    • Advanced Logs and Standard Logs
    • Importing Business Processes (BPs)
    • Configuring Business Processes (BPs)
      • Create Custom-Designed BP Print Layout (Custom Print tab)
      • Configure and Activate a BP
      • Configure a Query for a Query Based Data Element on a BP
      • Configure a BP workflow (Workflow tab)
      • Create a custom XML template in MS Word
      • Creating BP Log Views in Admin Mode
      • Customizing Email Subject Line
    • Configuring Business Process Configuration Package
    • General Procedures for Setting up Business Processes
    • Loading a Business Process
    • Setting Up a Non-Workflow Business Process
      • Basic non-workflow set up in General tab and Settings tab
        • Selecting BIP Custom Print (Format > Custom)
      • Set up email notification for a non-workflow BP
      • Set up auto-creation for a non-workflow BP or planning item
      • Set up record and line item copy options
      • Single-record business processes
      • Set up View Forms for Non-Workflow Business Processes
      • Set up Record Properties for Non-Workflow Business Processes
        • Set up Permissions for Record Properties Tab (Non-Workflow)
    • Setting Up a Workflow Business Process
      • Basic workflow set up in General tab
        • Selecting BIP Custom Print (Format > Custom)
      • Designate additional editors for Business Process records
      • Set up email notification for a workflow BP
      • Set up auto-creation for a workflow BP
      • Workflow Setup in General and Setting Tabs
      • Define the Business Process Workflow
        • Overall Workflow Settings
        • Settings for Standard Workflow Steps
        • About Completion Policies, Resolving Actions, and Their Statuses
        • Settings for Conditional Routing Steps
        • Settings for Auto-Create Steps
        • Settings for Sub-Workflows
      • Set up View Forms for Workflow Business Processes
      • Set up Record Properties for Workflow Business Processes
        • Set up Permissions for Record Properties Tab (Workflow)
    • Creating, Adding, and Deleting Business Process Help Files
    • Auto-creating a Business Process record or Planning Item Based on conditions or frequency
      • Grouping line items into single records
      • Bypassing the I Step
        • Auto-Creation Protocol for Bypassing the I Step
      • Rules for Checking Conditions for Auto-Creation
        • Rule 1
        • Rule 2
        • Rule 3
    • Setting Up Auto-Creation of Cash Flow Curves from Contracts
    • Copying Workflow Setups from Other Schemas
      • At the Company Level, Copy a Setup from Another Setup in the Same BP
      • Copy a Setup from One Project/Shell Template to Another
      • Copy a Setup from a Project/Shell to a Template
    • Importing Workflow Setups from One Company to Another Company In the Same Environment
    • Importing Workflow Setups from One Environment to Another
      • Import a Setup From One Company to Another Company
      • Import a Setup for a BP to a Project/Shell Template for the Same BP in Another Environment
    • Setting Up a Blanket Purchase Order Summary Template
    • Setting Up a Base Commit Business Process
    • Setting Up a Request for Bid (RFB) Business Process
      • Verify the RFB Has Been Designed Correctly
      • Set Up a Bid Management Account in Primavera Unifier
      • Set Up the RFB in Unifier
    • Business Process Permission Settings
    • Business Process Functionality in Unifier
    • Query-Based Tab in Business Processes
    • Creating Query-Based Tab in Business Processes
  • Setting up Updates for Business Process Records
    • Company Workspace and Business Process Updates
      • Company Workspace and Preventive Maintenance Type BP
    • Project/Shell and Business Process Updates
      • Project/Shells and Preventive Maintenance Type BP
  • Setting up the Asset Manager
    • Importing Asset Classes
    • Configuring the Asset Manager
    • Configuring Asset Manager Configuration Package
    • Grant asset class template permissions
    • Creating and Managing Asset Templates
      • Create an asset template
      • Create a new template from an existing template or asset
    • Creating a Depreciation Schedule
      • Straight line method
        • Without Salvage
        • With Salvage
        • Example
      • Double decline method
        • Example
      • Sum of year digits
      • Manual
        • Example
      • Set up a depreciation schedule
      • Verify the depreciation data source list
    • Setting Up and Managing Asset Sheets
      • Create an asset sheet column
      • Add a column for business process data
      • Add a column for project cost data
      • Add a formula column
      • Create an asset summary sheet column
      • Edit asset details from the asset sheet
    • Managing Asset Sheet Properties
    • Map asset sheet columns to company account codes
    • Associating Projects with Asset Classes
  • Setting up the Code-Based and Records-Based Configurable Manager
    • Setting Permissions to Import Configurable Managers
    • Importing Code and Records-Based Configurable Managers
    • Deleting a Material Inventory Manager
    • Setting Permissions to Import Classes
    • Importing Classes for Code and Records-based Configurable Managers
    • Configure configurable manager classes
    • Run an error check on a class
    • Configure a Data Picker for the Manager
    • Setting Template Administration Permissions
    • Managing Class Template Sheets (Classic view)
      • Create a class template
      • Add columns to sheet templates
      • Copy sheets under project or shell templates
      • Deleting Sheets Template
      • Manage sheet properties
    • Managing Class Template Sheets (Standard view)
      • View Code-Based Managers Log
      • View Code- and Record-Based Managers Log
    • Setting User Permissions for Code and Records-Based Managers
  • Setting up the Cost Manager
    • Cost Manager Overview
      • Cost Sheets
      • Funding Manager
      • Cash Flow
      • Earned Value
      • Schedule of Values (SOV) Sheet
      • Generic Cost Manager
      • About Cost Managers and Unifier functional areas
      • Grouping Line Items and Auto-Creation
    • Cost Managers and Unifier Functional Areas
    • About Currencies and Exchange Rates
      • Currencies
      • Exchange Rates
      • Managing Currencies and Exchange Rates
      • Importing and Exporting Exchange Rates
    • Setting up Cost Sheets
      • How to set up the cost manager (cost sheets)
      • Importing the Cost Attribute Form
      • Configuring Cost Manager Permissions
      • Cost Sheet Template at Company Level (Standard View)
        • Create a New Cost Sheet Template at Company Level
        • Define Cost Sheet Default View (General Block) at Company Level
        • Define Cost Sheet Options (Options Block) at Company Level
        • Define Cost Code Structure (Structure Block) at Company Level
        • Cost Sheet Columns at Company Level
          • Add a Cost Sheet Column at Company Level
          • Create a Formula in a Cost Sheet Column
            • Example Formula
      • Cost Sheet Template at Shell Level
        • Create a New Cost Sheet Template at Shell Level
        • Define Cost Sheet Default View (General Tab) at Shell Level
        • Define Cost Sheet Options (Options Tab) at Shell Level
        • Define Cost Code Structure (Structure Tab) at Shell Level
        • Cost Sheet Columns at Shell Level
        • Project or Shell Cost Sheet Column Data Sources
      • Adding Cost Rows (CBS Codes)
        • About the CBS Detail Window
        • Create a summary row
        • Import cost rows (CBS codes)
      • Creating Worksheet Templates
        • Create a new worksheet template
        • Open the worksheet template
        • Create a worksheet column
        • Create a worksheet in a project or shell
        • Delete a worksheet
      • Managing Cost Templates
        • View or Edit Cost Template Properties
        • Delete a Cost Template
        • Edit Cost Templates Log Columns
        • Move a Column (Project Cost Sheet)
        • Delete a Column (Project Cost Sheet)
        • Hide Cost Sheet Columns (Project Cost Sheet)
        • Edit a Cost Row
        • View or Edit CBS Details
      • Creating a Project or Shell Cost Sheet
        • Add cost sheet columns and rows
        • Add column view or edit restrictions
          • Cost sheet column permission matrix
          • Effects of column restrictions on viewing a worksheet
        • Add CBS breakdown
        • Add notes and attachments to a CBS code
        • Modify cost sheet default view
      • Setting up a Program Cost Sheet
        • Access the program cost sheet
        • Add Program Cost Sheet Columns
          • Program cost sheet data sources
        • Create and manage program cost groups
      • Setting up the Company Cost Sheet
        • Create a company cost sheet
        • Modify company cost sheet default view
        • Add Company Cost Sheet Columns
          • Company Cost Sheet Data Sources
        • Map cost sheet column to an account code
      • Deleting Cost Sheets
    • Setting up a Company Accounts Sheet
      • How to set up a company accounts sheet
      • Import Company Account Code Attributes Form
      • Create a company accounts sheet
      • Add a column to an accounts sheet
      • Adding and Managing Accounts Sheet Rows
        • Add rows to the accounts sheet
        • Delete accounts sheet rows
        • Import account sheet rows
        • Activate an account code
        • Modify accounts sheet default view
    • Setting up the Funding Manager
      • How to set up the Funding Manager
      • Importing Fund Attribute Form
      • Creating a Company Funding Sheet
        • Add columns to the company funding sheet
        • Add rows (Funds) to the company funding sheet
      • Creating a Project or Shell Funding Sheet Template
        • Add a column to the funding template (or project/shell funding sheet)
        • Add a funding column to project or shell cost sheet
        • Add rows to the funding template (or project/shell funding sheet)
      • Creating a Project/Shell Funding Sheet
        • Add columns to the project/shell funding sheet
        • Add project or shell funds (rows)
      • Defining Fund Assignment Options for Project/Shell Funding
        • Set up funding assignment options
        • Set fund assignment status and order
        • Set fund assignment order at the CBS level
        • Set fund assignment order at SOV level
      • Creating Commitment Funding Sheet Templates
        • Add and Manage commitment funding sheet columns
      • Defining Fund Assignment Options for Commitment Funding
        • Define commitment fund assignment rules
        • Define commitment fund assignment details
    • Setting Up Schedule of Values (SOV)
      • How to Set Up SOV
      • Creating an SOV Template
      • Add SOV Columns
      • Deleting Schedule of Values
    • Setting Up Cash Flow
      • How to Set Up Cash Flow
      • Grant Yourself Permissions to Configure Cash Flow
      • Create a Cash Flow Distribution Profile
      • Delete a Distribution Profile
      • Edit a Distribution Profile
      • Creating Cash Flow Data Sources
      • Delete a Cash Flow Data Source
      • Edit a Cash Flow Data Source
      • Distributing Cost Data
      • Cash Flow Curve Templates
      • Create a Template for a Cash Flow Curve
      • Create Roll-up Templates
      • Granting Cash Flow User Mode Permissions
    • Setting up the Rules Engine
      • About Rules
        • About control sources and levels
          • Control Source
          • Rule Levels
        • Access a rule or rule template
      • Creating Rules and Rules Templates
        • Create a Rule Template
        • Select CBS Codes or Summary Codes
        • Create a Project or Shell Rule
        • Create a Company Rule
      • Validating and Activating Rules
        • Validate a rule
        • Activate or Inactivate a rule
        • Manage Rules
    • Setting up a Generic Cost Manager
      • Setting Generic Cost Manager Permissions
      • Import Generic Cost Manager
      • Import Generic Cost Manager Attribute form
      • Creating a Cost Sheet Template for a Generic Manager
        • Create a Generic Cost Sheet template
        • Structure a Generic Cost Sheet template
      • Setting Generic Cost Sheet Template Permissions
      • Creating a Generic Cost Sheet
      • Setting up the Commitment Summary Template
        • Create a Commitment Summary Sheet Template
        • Create a Commitment Summary Sheet
        • Update a Commitment Summary Sheet from a template
  • Setting up the Document Manager
    • Document and Folder Properties
    • Permissions
    • Categories
    • Importing Document Manager Attribute Forms
    • Setting Document Manager Administration and User Permissions
    • Working with Folder Structure Templates
    • Lock and unlock the first-level folder structure
    • Configuring Document Manager
      • Creating Document Manager Log Views in Admin Mode
  • Setting up the Planning Manager
    • Importing a Planning Type
    • Granting Yourself Permissions
    • Creating a Default Structure for the Planning Sheet
      • Add a column based on a formula calculation
      • Add a column based on a database query
      • Create a planning column group
      • Edit Planning Sheet Properties
    • Configuring the planning type
    • Deleting a Planning Manager
    • Configuring Planning Manager Configuration Package
    • Granting planning setup permissions
    • Loading the Planning Manager
    • Granting User Permissions
    • Master Log - Planning Items for the Planning Manager
  • Setting up the Portfolio Manager
    • Import a Portfolio
    • Grant Yourself Permissions
    • Create Period Structures
    • Configuring the Portfolio Manager
    • Configuring Portfolio Manager Configuration Package
    • Delete Columns From a Sheet
    • Grant User Permissions
    • Templates (Shell Attribute Form)
      • Shell
      • Cash Flow
  • Setting up the Resource Manager
    • Set Up Resource Manager
    • Configuring Resource Manager at Company-level
    • Configuring Resource Manager Configuration Package
    • Creating Roles and Resources
      • Create a role
      • Add a billable rate to a role (Rates tab)
      • Add resources to a role (Resources tab)
      • Import roles
      • Create a resource
      • Add a role to a resource (Roles tab)
      • Add a skill set to a resource (Skills tab)
      • View and manage resource booking details (Calendar tab)
      • View resource project/Shell booking information (Projects/Shells tab)
      • Import resources
      • Update resource information by importing
    • Setting up the Resource Manager in Projects or Shells
      • Set up the Resource Manager in a project/shell
      • Set up the Resource Manager in a project or Shell template
      • About Resource Manager sheets
  • Setting up the Schedule Manager
    • Additional Options for Setting Up the Schedule Manager
    • Importing an Activity Attribute Form
    • Create Schedule Sheet Templates
    • Deleting Schedule Sheets
    • Grant Schedule Manager and Custom Calendar Permissions to Users
    • Refresh Schedule Sheet Data
    • Updating Schedule Sheet Properties from Templates
      • What you can do with schedule sheet update:
      • Auto-Scheduling
    • Update Schedule Sheet Activities from Templates
      • What you can do with linked templates:
      • What you cannot do with linked templates:
      • Enable and Disable Schedule Sheet Linking
      • Link a Template to a Project or Shell Schedule Sheet
      • Update Linked Schedule Sheets from Project or Shell Templates
      • Unlink a Template From a Project or Shell Schedule
      • View Linked Schedule Sheets
      • Auto-Scheduling
    • Importing Schedule Files
      • Primavera considerations
      • Microsoft Project considerations
      • Define Data Mapping
      • Import CSV, XML, or MPP files to create or modify schedule sheet activities
        • CBS code options for Primavera XML and Microsoft Project XML
          • Primavera XML and Microsoft Project XML CBS Code interpretation
      • Updating User Information in Schedule Sheet Properties Using Bulk Processing
      • Creating Activity Sheet Templates
    • Scope Management Setup
      • Setting up Scope Management for Activities
    • About Activity-level Editing
      • Set up activity-level editing
    • Permissions Setting for Activity Sheet
    • Activity Sheet Permissions in the System Activity Sheet Permissions Tab
    • Permissions for the System WBS Sheet
  • Setting up the Space Manager
    • About the uCAD Plug-In
    • Space Manager Prerequisites
    • Importing and Configuring Levels and Space Types
    • Configuring Levels and Space Types
      • Configuring a Level or Space Type
      • Configuring Fill Colors and Text for Space Types
    • Configuring Space Manager Configuration Package
    • Creating Level Sheet Templates
    • Creating a Stack Plan Template
    • Setting Permissions for the Space Manager
  • Setting up the User-Defined Reports
    • Creating and Setting Up a UDR Template
      • UDR Data Types
      • Accessing UDR Templates
      • Creating a UDR Template
      • General tab (all reports)
      • Data Elements tab (tabular report)
      • Data Elements tab (cross tab report)
      • Data Elements tab (summary report)
      • Data Elements tab (alert report)
      • Data elements
      • Query tab (all reports)
      • Layout tab (all reports)
      • Layout tab (Page Setup setting)
      • Layout tab (Title Page, Header, Footer, Summary Page settings)
      • Layout tab (Cross Tab setting)
      • Layout tab (Group By setting)
      • Projects tab (program-level reports, all types)
      • Projects/Shells tab (program-level and company-level reports, all types)
      • Shells tab (shell-level reports, all types)
      • Permission tab (all reports)
      • Schedule tab (all reports)
      • Add and manage data elements (columns) to the report
      • Manage report column (data element) properties
      • Set auto range
      • Grant report edit or run permissions to other users
      • Define report queries (query condition)
      • Set up title page, header, footer and summary page
      • Schedule report runs
        • Report Run Times
      • Generate reports with incremental data between scheduled runs
      • Enable a report for web services integration
    • Access Control Permissions for UDRs
    • Creating User-Defined Project, Shell, Program, and Company Reports
      • Accessing User-Defined Reports (UDRs)
      • Create a UDR from a report template
      • Editing or Deleting User-Defined Reports
      • Importing User-Defined Reports into Project or Shell Templates
  • Configuration Package Management
    • Accessing Configuration Package Management Node
    • Component Lists
    • Add-on Component Lists
    • Configuration Packages
    • Add-on Configuration Packages
    • Add-on Component Lists and Add-on Configuration Packages
    • Creating Component List
      • Designs
      • Data Structure Setup
      • Company Access Control
      • Configuration
      • Company Workspace
      • Company Templates
      • Shell Templates
        • Defining Shell-Specific Custom Print Templates for Business Processes
        • Supporting Shell Attribute View Forms
      • Single Instance Shells
      • Analytics
    • Component Analysis for Component Lists
      • Dependency Errors
      • Miscellaneous Errors
      • Warnings
    • Creating Configuration Packages
      • Package Details
      • Package Components
      • Errors and Warnings
      • Create
      • Creating a Configuration Package for Export
      • Creating a Configuration Package for Import
    • Export Configuration Package with Custom User Attributes
    • Import Configuration Package with Custom User Attributes
    • Component Analysis for Add-on Component Lists
    • Importing Configuration Packages
      • Configuration Package Report and Audit Log
      • Conditions for User Mapping in Configuration Package
      • Configuration Packages Import Rules
      • Impact Analysis Report
    • Viewing Configuration Packages
    • Transferring Configuration Package
    • Installing Base Products
  • Including Stamps in Configuration Package
  • Copyright