- 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
- 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
- Collaborator User
- Delete a 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- Setting Permissions for Unpublished Attachments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)
- Program Administration
- 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
- Unifier Activity Manager
- Managing Personal Information in Unifier
- Translating Custom Strings (Internationalization)
- Internationalization Node Properties
- Displaying Custom Strings and System Strings
- Assigning Permissions
- Translating Methods
- Internationalizing Unifier Environments
- 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)
- 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
- Configuring the User Mode Navigator
- 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
- Copyright
