- Welcome to Primavera Unifier
- Getting Started with Unifier General Administration Guide
- Security Considerations in Unifier
- 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
- Dashboards in Unifier
- Self-Service Portal
- Access Control and AutoVue Stamps
- Managing Public Searches
- Adding & Managing Partner Companies
- 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)
- Background Jobs
- Event Notifications
- uDesigner Overview
- Custom Dashboards
- Program Administration
- Project Administration
- Creating and Managing Projects
- How to create and setup a project
- Creating a Project Template
- 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)
- 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
- 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
- Managing Project Users and Groups
- 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
- Setting Permissions to Create or Modify Shell Instances
- Creating a Shell
- Integration Tab
- 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
- 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
- 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
- Migrating standard projects to CBS shells
- 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
- Managing Personal Information in Unifier
- Translating Custom Strings (Internationalization)
- 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)
- 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
- Unifier and Primavera Gateway
- Setting up Data Structure Setup Node
- Creating Data Views
- Creating Data Cubes
- 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
- Creating Custom Email Template
- Publishing BI Publisher Custom Print
- Parameters for External Multiple Custom Print
- Creating BI Publisher Custom Report
- Download and Install BI Publisher Desktop for Microsoft Office
- Building Report Template (RTF)
- 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
- Getting Started with Unifier Modules Setup Administration Guide
- Setting up Multiple Company Calendars
- 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
- Adding and Managing Groups
- Integration Users
- Managing Users in Bulk
- Creating and Managing User Preference Templates
- 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
- Announcements Node
- Working with the License Manager
- Running System Usage Reports
- Setting Permissions for Inbox
- Setting Permissions for Unpublished Attachments
- Task Reassignment (Company and Project)
- Setting up the Business Processes
- Master Log - Business Processes Node
- Advanced Logs and Standard Logs
- Importing Business Processes (BPs)
- Configuring Business Processes (BPs)
- 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
- 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
- Setting Up a Workflow Business Process
- Basic workflow set up in General tab
- 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
- Set up View Forms for Workflow Business Processes
- Set up Record Properties for Workflow Business Processes
- Creating, Adding, and Deleting Business Process Help Files
- Auto-creating a Business Process record or Planning Item Based on conditions or frequency
- Setting Up Auto-Creation of Cash Flow Curves from Contracts
- Copying Workflow Setups from Other Schemas
- Importing Workflow Setups from One Company to Another Company In the Same Environment
- Importing Workflow Setups from One Environment to Another
- Setting Up a Blanket Purchase Order Summary Template
- Setting Up a Base Commit Business Process
- Setting Up a Request for Bid (RFB) Business Process
- 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
- 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
- Creating a Depreciation Schedule
- Setting Up and Managing Asset Sheets
- 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)
- Managing Class Template Sheets (Standard view)
- Setting User Permissions for Code and Records-Based Managers
- Setting up the Cost Manager
- Cost Manager Overview
- Cost Managers and Unifier Functional Areas
- About Currencies and 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)
- 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)
- Creating Worksheet Templates
- Managing Cost Templates
- Creating a Project or Shell Cost Sheet
- Setting up a Program Cost Sheet
- Setting up the Company Cost Sheet
- Deleting Cost Sheets
- Setting up a Company Accounts Sheet
- Setting up the Funding Manager
- How to set up the Funding Manager
- Importing Fund Attribute Form
- Creating a Company Funding Sheet
- Creating a Project or Shell Funding Sheet Template
- Creating a Project/Shell Funding Sheet
- Defining Fund Assignment Options for Project/Shell Funding
- Creating Commitment Funding Sheet Templates
- Defining Fund Assignment Options for Commitment Funding
- Setting Up Schedule of Values (SOV)
- 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
- Setting up a Generic Cost Manager
- Setting up the Document Manager
- Setting up the Planning Manager
- Importing a Planning Type
- Granting Yourself Permissions
- Creating a Default Structure for the Planning Sheet
- 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
- 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
- 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
- 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
- Scope Management Setup
- About 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
- 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
- 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
- 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
- Component Analysis for Component Lists
- Creating Configuration Packages
- Export Configuration Package with Custom User Attributes
- Import Configuration Package with Custom User Attributes
- Component Analysis for Add-on Component Lists
- Importing Configuration Packages
- Viewing Configuration Packages
- Transferring Configuration Package
- Installing Base Products
- Including Stamps in Configuration Package
- Copyright