• Working with Unifier Business Processes
    • Best Practices
      • Auto-creation Conditions
    • Unifier Business Processes
      • Workflow Versus Non-Workflow
      • Business Process Types
        • Cost
        • Document
        • Line Item
        • Project/Shell Creation
        • Request for Bid (RFB)
        • Resource
        • Simple
        • Text
      • Business Process Editor
      • Business Process Dates and Calendars
      • Business Process Forms
        • Parts of the Form
        • Auto-sequencing and Unique Values in Fields
        • Pickers
        • CBS Picker
        • WBS Picker
        • User Picker and Group Picker
        • Shell Data Picker
      • 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
            • Rule 1
            • Rule 2
            • Rule 3
          • Auto-Creation In Operation
            • Change Commit
            • Attachments
          • 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
        • Creating a BP Record in Document Manager
        • Creating a BP Record from a Template
          • Scheduling a Run
          • Template Status
        • Creating BP Templates and Schedule BP Creation
          • Creating a BP Template
          • Changing Template Status (Draft and Complete)
          • Scheduling Automatic BP Record Creation Based on a Template
          • Editing or Deleting BP Template
          • Editing or Canceling BP Template
          • Failed Scheduled BP Record Creation
        • Using CSV and Restful Services
      • Creating BP Records and BP Line Items, in Bulk, by using Microsoft Excel Template
        • Microsoft Excel Format for Creating BP Records
        • Microsoft Excel Format for Creating Line Items for BP Records
      • 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
        • Add Line Items Using a Line-Item Entry Form
        • Add Line Items Using the Grid View
        • Edit or Remove Line Items
        • Add and Manage Summary Line Items
        • Filtering the Line Item List
        • Copy a Line Item from the Same Form
        • Copy and Consolidate Line Items from Different Business Process Forms
      • Restricting Line Items by Using Copy with Conditions Option (Standard View)
      • Adding and Managing Line Items Using the Grid View Feature
        • Add line items using the Grid
        • Link line items to other business process records
        • Edit line items using the Grid
        • Insert a row into the grid
        • Manually create a business process from the Grid
        • Copy a line item on the Grid
        • Adding and Managing Line Items in Document-type BP Without Folder Structure
      • Adding and Managing General Comments
        • Add comments to a business process form
        • Add comments to a document type business process
        • View comments
        • Edit or delete comments
        • Hide comments
        • Add comments to an attached document
      • 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 a Document-type BP from My Computer
          • Attach Files to a Document-type BP from Unifier Folder
        • 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
        • Link a business process record
        • Manage linked records
      • Linking Mailbox Messages to a Record
        • About permissions
        • Attach an existing Mailbox message
        • Create and attach a new Mailbox message
        • Manage linked Mailbox
        • Reply to or forward a linked Mailbox message
        • View the list of linked BPs from a Mailbox message
        • Send and Manage Linked Mailbox from RFB Forms
      • 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
        • View a list of referencing records
        • What you can do on the Reference and Linked Records window
      • Spell-Checking a Form
      • Participating in a Workflow
        • Completion Policies and Resolving Actions
          • Statuses
        • 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
        • Email Notifications for Workflow Business Processes
        • Email Notifications for Non-Workflow Business Processes
      • Participating in a Discussion Group (Classic View only)
        • Initiating a discussion group (Classic View only)
        • Closing a discussion group (Classic View only)
        • Participating in a discussion group (Classic View only)
      • Copying and Consolidating Comments and Markups
        • Copy or consolidate text comments
        • Copy or consolidate graphic markups
        • Track a Step Through the Workflow
      • Managing Business Process Records
        • Transferring Ownership - Business Process Records
        • Granting Business Process Record Permissions
        • Editing Business Process Records
          • Editing a BP Record for Editors
          • Editing a BP Record from Master Log - Business Processes Node (Standard View)
          • Editing Multiple BP Records (Bulk Edit) (Standard View)
          • Editing Multiple BP Records (Bulk Edit) from Master Log - Business Process Node (Standard View)
        • Auditing Business Processes (Audit Log)
      • Printing and Distributing BP Forms
        • Print a BP Form in Different Formats
        • Custom Format Print Options For BPs
        • Print Using a Custom Layout
        • Send a PDF copy of a BP form via Mailbox
      • Auto-Populating BP Data Picker on BP Auto-Creation
      • Updates on Document Attributes for Business Processes
      • Entering Value in Fields
    • 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
        • Payment Application BP Record in Terminal Status
        • Payment Application BP Record in Non-Terminal Status (In-Flight)
      • General Spends Business Processes
        • Import New General Spends Records
        • Import General Spends Line Items into a Business Process
        • Lump Sum and Unit Cost
        • CSV Integration
      • Change Commit Business Processes
        • Import new change commit records
        • Import change commit line items into a BP
      • SOV Summary Payment Applications Sheets and Business Processes
        • Adding Values to a Summary Payment Applications SOV Sheet
        • Summary Payment Applications SOV Sheet window
        • Import New Summary Payment Application Records
        • Import Summary Payment Application Line Items Into a BP
        • Grid Support in Base Commit and Change Commit
          • Grid Support for Base Commit
          • Grid Support for Change Commit
        • Summary Payment Application Grid Column Total
      • SOV Summary Payment Application Business Process (Standard View)
      • Overpayment in Summary Payment Applications SOV
      • Totaling Cost Breakdown Values
        • Totaling Cost Breakdown to the Line Item
        • Totaling Line Item in Payment Application
        • Totaling Line Item in Summary Payment Application
        • Line Item and Sum of Costed Line
        • Summary Line Item
        • Summary Row Totals
          • Summary Total
          • Line Item Total
      • 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)
        • Comparing the Bids (Standard View)
        • Select Winning Bid
        • Auto-create Contract
        • What the Vendor Does
          • Importing Line Items to a Request for Bid
        • Changing Vendor Email Address
        • Exporting Record Details and Line Items from Bid Comparison Sheet
      • 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
        • Using a Reservation Business Process
          • Using the Schedules Feature
          • Making a Recurring Reservation
          • Auto-Creating Another Business Process From the Reservation
          • How the data pickers work on a Reservation business process
        • Using Quick Calendar Entry on a Business Process
        • Canceling a reservation
      • Entering Value in Fields
    • Business Processes with Redesigned User Interface
      • Business Process Types with Redesigned UI
        • Cost
        • Document
        • Line Item
        • Project/Shell Creation
        • Text
      • Creation Step
      • Update Step
      • View Step
      • Completing a BP Record Form
        • Editing Values on a BP Record Form
        • Supported Data Pickers
      • Adding and Managing Line Items
        • Adding Line Items
        • Editing and Deleting Line Items
        • Copy Line Items
        • Line Item Consolidation
        • Grouping Line Items
        • Removing Line Item Attachments
      • Working with Attachments
        • Viewing Attachments Associated with a BP Record
        • Adding Attachments
        • Adding Attachments from Document Manager
        • Opening an Attachment
        • Reviewing an Attachment
        • Revising an Attachment
        • Downloading an Attachment
        • Deleting an Attachment
      • Adding and Managing Linked Records
      • Viewing Reference Records
        • Using the Reference Graph
      • Working with General Comments
        • Adding General Comments
        • Editing and Deleting General Comments
        • Viewing Comments
      • Working with Linked Mail
        • Composing Linked Mails
        • Adding from Project Mailbox
      • Working with Query-Based Tabs
        • Using Query-Based Tab Logs
      • Working with Quick Calendar Entry
        • Other Calendar Features
      • Document-Type Business Process Forms (Without Folder Structure)
        • Adding Attachment to the Line Item
        • Importing Attachments (Without Folder Structure)
      • Document-Type Business Process Forms (With Folder Structure)
        • Adding Attachment to the Line Item
        • Importing Attachments (With Folder Structure)
        • Copying Folder (Standard View)
      • Request for Bid (RFB) Type Business Process Form (Private)
        • Inviting to RFB
        • Audit Log in Requestor BP (Private Bid and Public Bid)
      • User Picker and Group Picker
      • View User Profile
      • Cost-Type Business Processes
        • Base Commit SOV Type
        • Change Commit Summary Payment Application SOV Type
      • Text-Type Business Process
      • Simple-Type Business Process
      • Preventive Maintenance Business Process
      • Entering Value in Fields
      • Query Based Data Element (QBDE) Evaluation
    • Unifier Business Process Forms, Managers Attributes, and Shell Dashboards - User Interface
      • Classic View User Interface Features Not Supported in Standard View
      • Classic View and Standard View Labels
      • Classic View and Standard View Tabs, Menus, and Actions
      • Classic View and Standard View Functions
      • Entering Value in Fields
  • Copyright