- Welcome to Primavera Unifier
- Getting Started with General Operations
- About Consent Notices (Users)
- Cookies Policy
- Information for First Time Users
- Configuring Your System for Unifier
- Supported Browsers and Settings
- User Interface (UI) Content and Internationalization
- Navigating Using a Keyboard
- User Name and Password
- Sign In, Sign Out, and Session Timeout
- Signing In to Self-Service Portal
- Security Warnings
- File Viewer Option
- Unifier Interface
- Unifier Interface (Top Pane-First Row)
- Unifier Interface (Top Pane-Second Row)
- Unifier Interface (Navigator)
- Unifier Interface (Log)
- View Help Menu
- User Control Panel
- Company Landing Page (User)
- Shell Landing Page (User) - Details
- Dashboard and Tabs
- Bookmarks
- Home Page
- Unifier User Mode
- Unifier Modules Overview
- Common Procedures
- Queries
- Attaching Files
- Adding Images
- Adding Hyperlinks
- CSV File
- Importing Data from an Outside Data Source into Unifier
- Searching and Finding in Unifier
- Searching and Finding a Shell
- Searching in Managers Logs
- Searching in Document Manager Node (Standard View)
- Searching Date Fields
- Searching Mailbox Log, Notifications Log, and Sent Items Log (Home Page)
- Searching Sheets
- Searching Pickers
- Internationalization
- 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)
- P6, Unifier, and Gateway
- Unifier Reports
- About User-Defined Reports (UDRs)
- Accessing User-Defined Reports (UDRs)
- User-Defined Reports Log
- User-Defined Report Types
- User-Defined Report Data Types
- Running a User-Defined Report (Standard View)
- Query Parameters (Query tab)
- User-Defined Report Formats
- Save and Retrieve Scheduled Report Results
- Print Report Results
- Transferring Reports Between Environments
- Working with Custom Reports (Standard View)
- Permission-Based User-Defined Reports (UDRs)
- Transfer Ownership for UDRs
- Working with Audit Reports (Standard View)
- Unifier Mobile Application for iOS or Android
- Working with Unifier Programs, Shells, and Projects
- Unifier Programs
- Unifier Shells
- Shell Relationships and Hierarchy
- Single Instance and Multiple Instance Shell Types
- Shell and Cost Managers
- Shell Landing Page (Standard View)
- Shell Navigation
- Shell Dashboard
- Project Shell Dashboards
- Expand the Shell Log on the Landing Page
- About Shell Statuses
- Working with Shells
- Open a Shell
- Auto-Create Projects or Shells
- Working with Shell Features
- Auditing Shell Changes
- Add an Image
- Managing Shell Alerts
- Working with Mailbox (Shells)
- Collaborating with Team Members
- Auto-Population and Reverse Auto-Population in Shells
- Financial Period in Shell
- Working with Gates and Phases
- Integrating Activity Sheet for Multiple Shells
- Working with Multiple Document Manager Attribute Forms
- Unifier Projects
- 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
- Working with Unifier Managers
- Unifier Asset Manager
- Unifier Configurable Managers (Configurable Modules)
- Code- and Record-based Configurable Managers
- Code-based Configurable Managers
- Access a Configurable Manager (Configurable Modules)
- Reverse auto-population and Code- and Record-Based Managers
- Creating Sheets and Records for a Code-and Record-based Manager (Standard View)
- Creating Sheets for a Code-based Manager (Standard View)
- Working with Configurable Manager Sheets (Classic View)
- Create a new sheet from an existing template
- Add columns to a sheet
- View column properties
- Add a formula column
- Open a sheet
- View record details
- View sheet properties
- Expand or collapse the sheet rows
- Drill down to more data
- View or edit code details
- View rollup data
- Sort the sheet content
- Filter the sheet content
- Enter sheet data
- Edit sheet data
- Create and view a snapshot
- Copy data to another column
- Search for records on a sheet
- Export sheet data
- Import sheet column data
- Working with Configurable Manager Sheets (Standard View)
- Working with Configurable Manager Logs (Standard View)
- Bulk Editing Configurable Manager Records
- Printing a Configurable Manager Form
- Unifier Cost Manager
- Accounts Sheet
- Cost Sheets
- Funding
- Cash Flow Module and Cash Flow Curves
- Earned Value (EV) Module
- Schedule of Values (SOV)
- Generic Cost Manager
- Cost Manager (Standard)
- Rules and Rule Exceptions
- Using Cost Manager
- About Cost Sheets
- Working with Project or Shell Cost Sheets
- Cost Sheet Sub-node (Standard View)
- Project or Shell Cost Sheet (Standard View)
- Cost Sheet Views
- Open a Project or Shell Cost Sheet
- Cost Sheet Restrictions
- Resize cost sheet window
- Split or unsplit cost sheet window
- Entering Data into a Cost Sheet
- Add a line item to a project or shell cost sheet
- Enter data directly into a cell
- Copy data from one column to another
- View column properties
- Change cost sheet currency
- Expand or collapse CBS codes
- View cost sheet cell details
- Add Notes or Attachments to a Cell
- Search for CBS codes (rows)
- Edit cost sheet data
- Save or view cost snapshots
- Importing and Exporting Cost Sheet Data
- Defining the budget
- About budget and budget distribution
- Open the Budget Distribution window
- Distribute and lock the budget
- Unlock the budget
- Managing Project/Shell Cost Sheets and Properties
- View or edit cost sheet properties
- Working with Cost Sheet Forecasting
- Working with Yet to Buy (YTB) and Allowance for Change (AFC) data sources
- Working with Work Packages
- Create a work package
- Open a work package
- Change work package currency
- View work package properties
- Export work package data
- Working with Worksheets
- Create a worksheet
- Open a worksheet
- View or edit worksheet properties
- Modify worksheet default view
- Add a worksheet column to the cost sheet
- Assign permissions to the worksheet
- Import worksheet column details
- Export worksheet details
- Project or Shell Cost Sheet Log
- Working with the Company Cost Sheet
- Working with the Program Cost Sheet
- Working with Company Accounts Sheets
- About Funding
- Company and project/shell funding
- Commitment level funding
- Company Funding Sheet vs. Project or Shell Funding Sheets vs. Commitment Funding Sheets
- Working with the Company Funding Sheet
- Working with Project or Shell Funding Sheets
- Allocating Funds to a Project or Shell
- Assigning and Crediting Project/Shell Funds
- Searching for Fund Codes
- Creating and Applying Filters
- Importing and Exporting Project/Shell Funding Sheet Information
- Working with Commitment Funding Sheets
- Create a commitment funding sheet structure
- Create a commitment funding sheet
- Grant permission to a commitment funding sheet
- Access commitment funding sheets
- About commitment funding columns
- About commitment funding sheet rows
- View or edit commitment funding sheet properties
- About commitment funding assignment options
- Allocating funds for commitment funding
- Assigning and crediting commitment level funds
- About Cash Flow
- About Cash Flow Curves
- Cash Flow Curves Types
- Cash Flow Log Window (Standard View)
- Cash Flow Project Overview (Standard View)
- Granting Cash Flow User Mode Permissions
- About Portfolio Manager Budget Curves
- Financial Period in Cost Manager
- Creating Cash Flow Curves (Classic View)
- Cash Flow Properties Settings Highlights (Classic View)
- Distribution Profiles (Classic View)
- Cash Flow Properties Settings: General tab (Classic View)
- Cash Flow Properties Settings: Curves tab (Classic View)
- Cash Flow Properties Settings: Filter tab (Classic View)
- Cash Flow Properties Settings: Options tab (Classic View)
- Cash Flow Properties Settings: Schedule tab (Classic View)
- Cash Flow Properties Settings Highlights (Classic View)
- Cash Flow Properties Settings: Summary tab (Classic View)
- Creating Cash Flow Curves (Standard View)
- Auto-create a Cash Flow Curve from a Base Commit Record
- Create a Cash Flow Curve from a Schedule Sheet
- Create a Cash Flow Curve from a Template
- Copy Cash flow curves and curve data
- Cash Flow Curves in Cost Controls Base Product
- About Cash Flow Worksheets
- Graph
- Split screen
- Zoom level
- Curve Columns
- Curve Data Distribution
- Commitment Curves Transaction and Project Currency Views
- Curve replication
- Transaction Currency in Cash Flow Curves
- Cash Flow Details Window
- Import Cash Flow Data
- Use Bulk Edit to Edit Cash Flow Data for Multiple Rows in Details Window
- Filter the Curves to Display on the Cash Flow Worksheet
- Create and Manage Distribution Profiles
- View and Manage Cash Flow Properties
- Activate or Deactivate Rollup Status
- Add Curves to the Detail Curve Cash Flow Worksheet
- Delete Cash Flow Curves
- View Summary Cash Flow Data
- Printing Cash Flow Curves
- Refresh Cash Flow Curves
- Search for Cash Flow Curves
- Working with Snapshots
- Program-Level and Company-Level Cash Flow
- Earned Value (EV)
- Working with Earned Value Sheets
- About Earned Value Sheets
- Open additional sheet views
- View and work with worksheets
- Change the sheet display options
- Add a column to the earned value sheet
- Example earned value formulas
- Filter Earned Value sheets by CBS code
- Filter Earned Value sheets by progress
- Save a snapshot of the earned value sheet
- Export earned value data
- Refresh earned value sheets
- Display Earned Value Data as a Graph
- Creating and Managing Earned Value (EV) Sheets
- About Schedule of Values (SOV)
- Types of SOV Sheets
- Creating an SOV Structure
- Creating General Spends SOV Sheet
- Creating Payment Applications SOV Sheet
- Creating Summary Payment Applications SOV Sheet Structure
- Granting Permissions to Other Users
- Granting Permissions to Other Users (Standard View)
- Project or Shell Level SOV Sheets (Standard View)
- Managing SOV Structure, Templates, and Sheets
- Adding or Deleting CBS Breakdowns on an SOV Sheet
- Adding Breakdowns to SOV sheet by Importing
- Working with a Generic Cost Manager
- Data Sources for Generic Cost Sheets
- Opening Generic Cost Sheet
- Opening Generic Cost Sheet (Classic View)
- Opening Generic Cost Sheet (Structure)
- Viewing Data for Shells and Sub-shells in Generic Cost Sheet
- Viewing Data for Shells and Sub-shells in Generic Cost Sheet (Classic View)
- Change the timescale on a generic cost sheet
- Modify shell and base exchange rates for manual data entry
- Export and import Generic Cost Sheet data
- Import Generic Cost Sheet data
- Working with Generic Cost Business Processes
- P6, Cost Manager, and Cash Flow
- Unifier Document Manager
- Before you Begin Working with Document Manager
- About Ownership and Permissions
- Using the Document Manager
- Automatic Publishing of BP Records to the Document Manager
- Enabling Document Manager-Generated Email Notification
- Working with Project or Shell and Company Documents
- Accessing Project or Shell Documents and Company Documents
- Navigating Project or Shell Documents and Company Documents (Classic View)
- Navigating Project or Shell Documents and Company Documents (Standard View)
- Working with Document Logs (Classic View)
- Working with Document Manager in Company and Project or Shell (Standard View)
- Creating and Managing Folders
- View Folder Contents (Standard View)
- About Locked Folder Structures
- Create a Folder
- Folder Properties Window (Standard View)
- View or Modify Folder Properties
- View or Modify Folder Options (Standard View)
- View, Add, or Modify Folder Permissions
- Copy a Folder
- Move a Folder
- Rename a Folder (Standard View)
- Delete a Folder
- Creating and Managing Documents
- View and Open Documents
- Create an Empty Document
- Create an Empty Document (Standard View)
- Document Properties Window (Standard View)
- View or Modify Document Properties
- View or Modify Document Permissions
- Transferring Ownership (Standard View)
- Copy a Document (Standard View)
- Move a Document (Standard View)
- Rename a Document (Standard View)
- Delete a Document (Standard View)
- Revising Documents
- Adding and Viewing Graphic Markups and Comments
- Opening a Document to View Comments (Standard View)
- Adding Markups, Comments, and File Attachments (Standard View)
- Add a Comment to a Document in the Document Manager (Classic View)
- Add a graphic markup to a document in the Document Manager (Classic View)
- Attach files to a comment (Classic View)
- View comments, markups, and file attachments on comments (Classic View)
- Resolving Missing Reference Files (Reference Manager)
- Send for E-Signature (Standard View)
- Organize Folders
- Rename a Folder (Classic View)
- Creating and Managing Shortcuts
- Use Shortcuts
- Create a Shortcut (Standard View)
- View or Modify Shortcut Properties (Standard View)
- Modify Shortcut Permissions (Standard View)
- Copy a Shortcut (Standard View)
- Move a Shortcut (Standard View)
- Rename a Shortcut (Standard View)
- Delete a Shortcut (Standard View)
- Change the Shortcut Source (Standard View)
- Favorites
- Uploading Files
- Downloading Documents and Folders
- Importing and Exporting in Document Manager
- The Recycle Bin
- Index Reports (Standard View)
- View Document Manager Audit log (Standard View)
- Project or Shell Documents or Company Documents Attached to a Business Process
- Unpublished Documents
- Unpublished Documents Log (Standard View)
- Manually Add or Remove Projects To or From a Scenario
- About Automatic Publishing of Documents
- Open an unpublished document (Classic View)
- Open a linked business process record (Classic View)
- View unpublished document properties (Classic View)
- View unpublished document comments (Classic View)
- Download an unpublished document (Classic View)
- Delete an unpublished document (Classic View)
- Renaming an Unpublished Document (Classic View)
- Search for an unpublished document (Classic View)
- Publish a document to project or shell or Company Documents (Classic View)
- Unifier Portfolio Manager
- About Portfolio Budget Curves
- View and Open Portfolios
- About Scenario Sheets (Classic View)
- Open a Scenario Sheet (Classic View)
- Monthly Breakdown of Actuals Values in Scenario Sheet (Classic View)
- View a Scenario Sheet's Properties (Classic View)
- Unlink or Link Projects (Classic View)
- Edit Numbers on a Sheet (Classic View)
- Drill Down to Project Data (Classic View)
- Change Start Dates (Classic View)
- Change Cash Flow Amounts (Classic View)
- Edit Project Information (Classic View)
- Hide or Show Columns (Classic View)
- Filter the Scenario Sheet (Classic View)
- Group the Data on a Scenario Sheet (Classic View)
- Sort the Data on a Scenario Sheet (Classic View)
- Create a New Scenario (Classic View)
- Edit the Name of a Scenario Sheet (Classic View)
- Copy a Scenario (Classic View)
- Share a Scenario (Classic View)
- Delete a Scenario (Classic View)
- Approve a Scenario (Classic View)
- Export the Scenarios to Excel (Classic View)
- About Scenario Sheets (Standard View)
- Open a Scenario Sheet (Standard View)
- Monthly Breakdown of Actuals Values in Scenario Sheet (Standard View)
- View a Scenario Sheet's Properties (Standard View)
- Unlink or Link Projects (Standard View)
- Edit Numbers on a Sheet (Standard View)
- Drill Down to Project Data (Standard View)
- Change Start Dates (Standard View)
- Change Cash Flow Amounts (Standard View)
- Create and Manage Views on a Scenario Sheet (Standard View)
- Filter the Scenario Sheet (Standard View)
- Group the Data on a Scenario Sheet (Standard View)
- Sort the Data on a Scenario Sheet (Standard View)
- Create a New Scenario (Standard View)
- Edit the Name of a Scenario Sheet (Standard View)
- Duplicate a Scenario (Standard View)
- Share a Scenario (Standard View)
- Remove a Scenario (Standard View)
- Approve a Scenario (Standard View)
- Export the Scenarios (Standard View)
- Financial Period in Portfolio Manager
- Unifier Planning Manager
- About the Planning Manager
- Access planning items and planning sheets
- Access Planning Items from Master Log - Business Processes node
- Create a planning item
- Bulk Edit Planning Items from the Planning Manager Log
- Delete planning items
- Create a planning sheet
- Copy a planning sheet
- Open the planning sheet
- Add and manage planning sheet rows
- View column details
- Refresh a planning sheet
- Modify planning items from a planning sheet
- Grant planning sheet permission
- Understanding Reverse Auto-population
- Print a Planning Manager Form
- Planning Manager with Redesigned User Interface
- Unifier Resource Manager
- Using the Resource Manager
- View roles
- View resources
- Edit your own resource properties
- Working with Resource Sheets
- View Resource Manager sheets
- Allocations summary sheet
- Resource allocation sheet
- Booking summary sheet
- Actuals summary sheet
- Booking vs. Actuals summary sheet
- Utilization summary sheet
- Project level
- Company level
- Resource Availability sheet
- View resource sheets
- Filter Data on a Resource Sheet
- Print resource sheets
- Save and view resource sheet snapshots
- Viewing and Configuring Resource Dashboards
- About Resource Business Processes
- Understanding Reverse Auto-population
- Unifier Schedule Manager
- Schedule Sheet permissions
- Create a Schedule Sheet
- Schedule Sheet Properties General Tab
- Gantt Chart tab of the Schedule Sheet Properties
- Schedule Sheet Properties: Tracking Gantt Chart tab
- Options Tab of the Schedule Sheet Properties
- Schedule Tab of the Schedule Sheet Properties
- Create a master schedule sheet
- Open / Modify schedule sheet template properties
- Changes that occur to copied and pasted activities
- Add an activity to a schedule sheet
- Add a schedule Sheet column
- Working with Schedule Sheets
- Schedule sheet toolbar
- Using a Gantt Chart
- Using a Tracking Gantt Chart
- Find an activity
- About activity-level editing restrictions
- Restrict Access to Activity fields and columns
- Use filters in a schedule sheet
- Update rates and cost data
- Constrain Schedule Sheet Activities
- Add general comments (with or without file attachments)
- Refreshing Schedule Sheet data
- Print a Schedule Sheet
- Schedule Manager audit log
- Set Schedule Sheet Baselines
- Lock or unlock the schedule sheet structure
- Linked schedule sheets
- Linked tags and Business Process fields
- Search for schedule sheets
- Program Schedule Sheets
- Activity Sheets
- Activity Sheet (Integrated with an External Application)
- Using Schedule Sheets
- Scope Management
- Working with Schedule Sheets with Scope Management
- Launching Business Processes from Activities
- Status Transitions and Activities
- About Launching or Removing Business Processes from Activities
- About Activity Completion
- About Manual or Automatic Control of Individual Activities
- Impact of Schedule Start Date
- Calculation of Estimated Start and Finish Dates
- Impact of Successor and Predecessor Activities on Launching and Completion of BPs
- Entering and Viewing Cost Data
- Effects of multiple calendars
- Project Progress Data Accumulation and Calculation
- Terminology
- Earned Progress and Earned Value
- Add a progress filter for earned value to a column
- Enter progress and earned progress information
- Setting Up the Budget and Progress Method
- Select the activity budget distribution profile
- Select the entry method for the % complete and earned progress
- Select the calculation method for % complete
- Select the calculation method for % earned
- Select CBS codes filtered by workpackage (schedule sheet level only)
- Lock the reporting and progress entry period (schedule sheet level only)
- Entering Progress Data on the General and Resource Tabs of Activity Properties
- Entering Progress in the Activity Progress Window
- Export and Import Activity Progress data
- Using the Activity Progress and Resource Progress Logs
- Progress and Earned Progress Calculations
- Independently Control % complete and Earned quantity
- Method is Manual activity % complete and resource % complete
- % Earned Calculation Method option is Manual activity % earned and resource % earned
- % Earned Calculation Method option is Manual activity % earned - updates resource % earned
- % Earned Calculation Method option is Resource updates Activity - weighted average of resource costs
- % Earned Calculation Method option is Lead resource updates Activity and other resources
- % Earned Calculation Method option is Update Activity and all resources on activity start and finish
- Method is Manual activity % complete - updates resource % complete
- % Earned Calculation Method option is Manual activity % earned and resource % earned
- % Earned Calculation Method option is Manual activity % earned - updates resource % earned
- % Earned Calculation Method option is Resource updates Activity - weighted average of resource costs
- % Earned Calculation Method option is Lead resource updates Activity and other resources
- % Earned Calculation Method option is Update Activity and all resources on activity start and finish
- Method is Resource updates Activity - weighted avg. of resource hours
- % Earned Calculation Method option is Manual activity % earned and resource % earned
- % Earned Calculation Method option is Manual Activity % earned - updates resource % earned
- % Earned Calculation Method option is Resource updates Activity - weighted avg. of resource costs
- % Earned Calculation Method option is Lead resource updates Activity and other resources
- % Earned Calculation Method option is Update Activity and all resources on activity start and finish
- Method is Resource updates Activity - weighted avg. of resource costs
- % Earned Calculation Method option is Manual activity % earned and resource % earned
- % Earned Calculation Method option is Manual activity % earned - updates resource % earned
- % Earned Calculation Method option is Resource updates Activity - weighted avg. of resource costs
- % Earned Calculation Method option is Lead resource updates Activity and other resources
- % Earned Calculation Method option is Update Activity and all resources on activity start and finish
- Method is Lead resource updates Activity and other resources
- Activity and resource % complete updates % earned
- Method is Manual activity % complete and resource % complete
- Method is Manual activity % complete - updates resource % complete
- Method is Resource updates Activity - weighted avg. of resource hours
- Method is Resource updates Activity - weighted avg. of resource costs
- Method is Lead resource updates Activity and other resources
- Activity and resource % earned updates % complete
- Method is Manual activity % earned and resource % earned
- Method is Manual activity % earned - updates resource % earned
- Method is Resource updates Activity - weighted avg. of resource costs
- Method is Lead resource updates Activity and other resources
- Method is Update Activity and all resources on start and finish
- Creating Schedule Manager Custom Calendars
- Do not allow update of % complete and % earned
- P6 Summary Sheets
- Schedule Sheet Integration
- Auto-Scheduling of Activities
- Unifier Activity Manager
- Unifier Space Manager
- Accessing the Space Manager
- Quick Calendar
- Working with Levels (Standard View)
- Levels Log Options (Standard View)
- Creating a New Level Record (Standard View)
- Exporting and Importing CSV Level Templates and Records (Standard View)
- Opening Levels (Standard View)
- Locating and Opening Space Records from Within a Level Record (Standard View)
- Downloading a Drawing File to a Level Record (Standard View)
- Working with Space Log (Standard View)
- Working with Levels Sheet (Standard View)
- Working with Stack Plans
- Working with the uCAD Plugin
- Working in AutoCAD with the uCAD Plugin
- Accessing User-Defined Reports (UDRs)
- Working with Drawing Files
- Print a Space Manager Form
- Working with Unifier Business Processes
- Best Practices
- Unifier Business Processes
- Workflow Versus Non-Workflow
- Business Process Types
- Business Process Editor
- Business Process Dates and Calendars
- Business Process Forms
- About Workflows
- Auto-Populating Fields in a BP Record
- Reverse Auto-Populating (RAP) Fields in a BP Record
- Viewing Notifications (CC'd Tasks)
- Accessing a BP Record from an External System
- Business Processes in Company Logs and Logs Nodes
- Creating a Business Process (BP) Record
- Manually Creating a New BP Record from a BP Log (Standard View)
- Manually Creating a New BP Record from the Master Log (Standard View)
- Manually Creating a New BP Record from the Tasks Log (Standard View)
- Creating a BP Record by Copying an Existing BP Record (Standard View)
- Copying a BP Record in Master Log (Standard View)
- Visibility of Properties tabs in BPs
- Auto-Creating BP Records
- Auto-Create a BP Record from a Workflow Step (S-Step)
- Auto-Create a BP Record, or Line Item, Based on Conditions or Frequency
- Bypassing the Initiation Step (I-Step)
- Auto-Create a BP Record via a Template
- Examples of Auto-Creation
- Rules for Checking Conditions for Auto-Creation
- Auto-Creation In Operation
- Schedule BP Auto-Creation Dynamically
- Stop Auto-Creation
- Create a BP Record, or Line Item, with Manual Auto-Creation
- Auto-Create SPA Commits with Variable Unit Cost Lines
- Create a BP Record in Document Manager
- Create a BP Record from a Template
- Create BP Templates and Schedule BP Creation
- Using CSV and Restful Services
- Working with Permissions (Non-Workflow BPs)
- Filling Out a Business Process Form
- Saving a Draft of a Workflow Business Process
- Accessing Custom Business Process Help PDF File
- Adding and Managing Line Items
- Restricting Line Items by Using Copy with Conditions Option (Standard View)
- Adding and Managing Line Items Using the Grid View Feature
- Adding and Managing General Comments
- Using or Viewing a Query-Based Tab
- QBDE Evaluation Upon Creating Record From Query-Based Tab
- Working with File Attachments and Markups
- Attach Files to General Comments Section of a Business Process
- Attach Files to Document-Type Business Process Forms
- Attach Drawing and Reference Files to a Business Process
- Add Markups to a Business Process Attachment
- Including Stamps in Documents
- View Attachments in a Business Process
- Download Attachments in a Business Process
- Revising and Reviewing Attachments in a Business Process
- Publish Attachments or Revised Attachments in a Business Process
- View Graphic Markups in a Business Process Attachment
- Remove Attachments from a Business Process
- Using User-Defined Stamps
- Comparing File Attachments
- Republishing DM Document from BP Record
- Linking Business Process Records
- Linking Mailbox Messages to a Record
- Attaching External Emails from the Project or Shell Mailbox to a Record
- Sending Attachments for E-Signature
- Adding or Viewing a Map (Geocoding)
- Adding an Image
- Adding a Hyperlink
- Viewing Referencing Records
- Spell-Checking a Form
- Participating in a Workflow
- Completion Policies and Resolving Actions
- Working with Tasks
- Taking Action on your Task (Standard View)
- Taking Action on Multiple Tasks at the Same Time (Standard View)
- Accepting your Tasks (Standard View)
- Undoing Accepting your Tasks (Standard View)
- Declining a Task (Standard View)
- Completing a Business Process Form
- Assigning Users for the Next Step or Sending a Copy (Standard View)
- Modifying Step Due Date
- Adding Additional Assignee or Sending Additional Copy (Standard View)
- Adding or Viewing Task Notes (Classic View Only)
- Completing Tasks via Email
- About Email Notifications for Business Processes
- Participating in a Discussion Group (Classic View only)
- Copying and Consolidating Comments and Markups
- Managing Business Process Records
- Printing and Distributing BP Forms
- Auto-Populating BP Data Picker on BP Auto-Creation
- Updates on Document Attributes for Business Processes
- Unifier Business Processes with Special Behaviors
- Schedule of Values (SOV) Sheets and Business Processes
- Payment Application Business Processes
- Payment Application Tasks and Performing Multiple Actions-Bulk Action (Standard View)
- Payment Application BP and Multiple Payments
- Payment Application BP and Negative Change Commits (Standard View)
- Enter Payment Application Line Item Information
- View Payment Application Line Item History
- Export line item history
- Save payment application in draft mode
- Draft mode and SOV synchronization
- View the Schedule of Values (SOV) Sheet
- Importing, Exporting, and Integration
- Import new payment application records
- Import payment application line items into a BP
- Payment Application Grid Column Total
- General Spends Business Processes
- Change Commit Business Processes
- SOV Summary Payment Applications Sheets and Business Processes
- SOV Summary Payment Application Business Process (Standard View)
- Overpayment in Summary Payment Applications SOV
- Totaling Cost Breakdown Values
- Request for Bid (RFB) Business Processes
- Language, Time Zone, and Date Format for Vendors BP
- Working with RFBs
- Sending the Bid Request for Internal Review and Approval
- Starting the Bidding Process
- Filtering Bidders
- Public Bidding
- Private or Non-Public Bidding
- Bidders and Passwords
- Comparing the Bids (Classic View)
- Bid Comparison Options (Classic View)
- Comparing the Bids (Standard View)
- Select Winning Bid
- Auto-create Contract
- What the Vendor Does
- Changing Vendor Email Address
- Lease Business Processes
- Lease business process terminology
- Lease business process use cases
- Various Payment Terms for the same lease
- Different payment allocations for multiple tenants
- Semi-annual lease terms with proration
- Handling rent pre-payments
- Straight lining with quarterly payments
- Straight Lining with monthly payments
- Lease term of 20 years with escalation
- Escalation Based on Index Rate
- Create and manage Lease business processes
- Create and use an allocation template
- View or export payment schedule
- Auto-create an invoice or payment request from a Lease business process
- Take a snapshot of a Lease
- Calculating Net Present Value (NPV)
- Reservation Business Process
- Business Processes with Redesigned User Interface
- Business Process Types with Redesigned UI
- Creation Step
- Update Step
- View Step
- Completing a BP Record Form
- Adding and Managing Line Items
- Working with Attachments
- Adding and Managing Linked Records
- Viewing Reference Records
- Working with General Comments
- Working with Linked Mail
- Working with Query-Based Tabs
- Working with Quick Calendar Entry
- Document-Type Business Process Forms (Without Folder Structure)
- Document-Type Business Process Forms (With Folder Structure)
- Request for Bid (RFB) Type Business Process Form (Private)
- User Picker and Group Picker
- View User Profile
- Cost-Type Business Processes
- Text-Type Business Process
- Simple-Type Business Process
- Preventive Maintenance Business Process
- Unifier Business Process Forms, Managers Attributes, and Shell Dashboards - User Interface
- Copyright
