Table of Contents

• Title and Copyright Information
• Introduction
• Security Considerations
  • Authentication: How Users Sign On
  • Authorization: What Users Can Access
  • Endpoint Security
  • Integration with Other Applications
  • Security for Developers - API Security
  • Establishing Security Contacts
• Signing In the First Time and Confirming the Base Currency
• Permission-Based Security
• Companies
• Administration
  • Assigning Access Control for Administrators of Company Information and Company Settings
• Company Workspace Landing Page (Admin)
  • Company Information
  • Company Settings
  • User Administration
  • General Administration
  • Data Structure Setup
  • uDesigner
  • Configuration
  • Visualizations
  • Integrations
  • Standards & Libraries
  • Configuration Package Management
  • System Information
  • Templates
  • Company Workspace
  • Company Sponsored Shells
• Updating Company Information
  • Updating the Company Photo
  • Updating the About Section
  • Updating the Addresses Section
• Updating Company Settings
  • Updating Company Settings on the General Tab
    • Outgoing E-mails (More Information)
  • Updating Company Settings on the Security Tab
  • Updating Company Settings on the IP Allowlist Tab
  • Updating Company Settings on the Support Tab
  • Updating Company Settings on the Lobby Tab
• Selecting and Configuring a Default System for E-Signatures
• Shell Landing Page (Admin)
• Queries
  • How Queries Work
  • Using Formulas or Conditions in Queries
    • Field Value Comparison
    • Date Plus or Minus
    • Date Difference
    • Compare Date Fields
    • Dynamic Date Value
    • Between Dates
  • Assignee Filter Query Condition
  • Query Based Data Element (QBDE)
  • Defining the Format of the Currency for QBDE
• Dashboards
• Adding and Managing Partner Companies
  • Adding a Partner Company
  • Updating Partner Company Information
  • Removing (Deactivating) a Partner Company
  • Reactivating a Partner Company
  • Viewing a Partner Company Profile
• Manage Company Addresses (Address Tab)
• Background Jobs
  • Setting Permissions for the Background Jobs Nodes
  • Using the Background Jobs and Background Jobs History pages
  • Using the Background Jobs Statistics page
• Event Notifications
• User Administration
  • Owner Company or Sponsor Company
  • Partner Company or Member Company
  • Editing User Permissions at Company, Shell, and Project Levels
  • Adding and Managing Company Users
    • Adding a Company User
    • Collaborator User
    • Deleting a User
    • Importing Company Users (Adding Users or Updating Users)
    • Exporting User Records
    • Managing a User's Group Membership (Groups Tab)
    • Editing User Permissions (Permissions Tab)
    • Viewing User's Project and Shell Membership (Project/Shell Tabs)
    • Designating a Proxy User (Proxy Tab)
    • Managing Project- or Shell-Level User Information
    • Sending Email to a Company User
    • Changing the Status of Multiple Company Users
    • Viewing or Printing the User Audit Log
    • Reactivating Users
  • Creating Partner Companies and Users
  • 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 Group
    • Add Users to a Group (Members Tab)
    • Edit Group Permissions (Permissions Tab)
  • Integration Users
    • Creating Integration Users
    • Updating Permissions for 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
    • Update Multiple Company or Partner Users
  • Creating and Managing User Preference Templates
    • Create a User Preferences Template
    • Update Users with User Preferences Template
    • View Update Users History
    • Cancel a User Update Request
  • Creating and Maintaining an Approved Email List for Project or Shell Mailboxes
  • Updating the Email Address for a Project or Shell
  • Importing and Exporting Email Addresses
  • Managing Permissions and Access Control
    • Permissions 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
  • 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)
      • Workflow of Reassigning Tasks (Company)
      • Workflow of Reassigning Tasks (Project)
    • Reassigning Tasks (Scenarios)
    • Views
    • Reassigning Tasks Access Control
    • New Assignee Email Notifications
• Viewing and Managing Cash Flow Jobs and Auto Snapshots
• Using the BP Visualizer to View Business Processes
  • Filtering the BP Visualizer List
  • Examining Forms
  • Examining Workflows
  • Examining References
  • Comparing BP Versions
• Unifier Essentials and Oracle Primavera Cloud
  • Integrating Unifier Essentials with Oracle Primavera Cloud Overview
  • Permissions for Oracle Primavera Cloud Integration Settings
  • Sending and Receiving Cash Flow Data
  • Reviewing the Planned Budget and Submitting Results
  • Oracle Primavera Cloud Integration in Unifier Essentials Company
    • Connect for Oracle Primavera Cloud Integration
    • Cash Flow Configuration
  • Oracle Primavera Cloud Integration in Unifier Essentials Shell
  • Oracle Primavera Cloud Integration and Unifier Essentials Cash Flow (User Mode)
  • Oracle Primavera Cloud Integration in Company Sponsored Shells
  • Sending Data from Cash Flow
  • Receiving Data from Primavera Cloud Project Cash Flows
  • Unifier Essentials and Oracle Integration
    • Initial Oracle Integration Setup
    • Enabling Oracle Integration Connection
    • Disabling Oracle Integration Connection
  • Integrating a System Activity Sheet or Master Rate Sheet through Oracle Integration
• Activity Manager
  • Activity Manager Permissions
• About Consent Notices (Administrator)
  • About Personal Information
  • Cookies in the system
  • Permission Control for Consent Notice
  • Your Responsibilities
    • Personal Information (PI) Data in the system
    • Configuring Consent Notices
      • Configuring Consent Notices for User Signing In through Web
        • Auditing Consent Notices for Users Signing In through Web
      • Configuring Consent Notices for Bidders Signing In through Web
        • Auditing Consent Notices for Bidders Signing In through Web
• Translating Custom Strings (Internationalization)
  • Internationalization Node Properties
  • Translating Methods
  • Assigning Permissions
  • Displaying Custom Strings and System Strings
    • Administration Mode
  • Internationalization and CSV Files
  • Internationalization and Web Services
  • Internationalization (Email Notifications)
  • Internationalization (Support for Tools)
  • Internationalization (Oracle Analytics Server Custom Reports)
  • Internationalization (Dashboards)
  • Internationalization (Help Files)
  • Internationalization (Spell Check)
  • Internationalization (Date and Time Zone Formats)
  • Internationalization (Audit Log)
• Configuring and Publishing Oracle Analytics Server Custom Templates (Custom Prints and Reports)
  • Custom Templates (Custom Prints and Reports) Overview
  • Assigning Roles and Permissions to Oracle Analytics Server User to Publish and Run Reports
  • Creating Data Model (.XDM) File
  • Custom Templates Windows Log
  • Oracle Analytics Server Report Levels
  • Sample XML Data for Custom Templates (Custom Prints and Reports)
  • Creating Oracle Analytics Server Custom Print
    • Custom Print Window (General tab)
    • Custom Print Window (Template File tab)
    • Custom Print Window (Sample Data tab)
  • Creating Custom Email Template
  • Publishing Oracle Analytics Server Custom Print
  • Parameters for External Multiple Custom Print
  • Creating Oracle Analytics Server 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 Oracle Analytics 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 Oracle Analytics Publisher Fields to RTF File Header or Footer
      • Importing a Template
      • Adding a Report to Navigator
      • Setting Permissions on Report
      • Running the Report
    • Advanced Oracle Analytics Publisher Functions
  • Publishing Oracle Analytics Server Custom Report
  • Making a New Custom Report Appear in Navigation
  • Setting Permissions for Custom Reports
  • Running a Report
  • 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 an Oracle Analytics Server Report
  • Adding Rich Text Data Element in Oracle Analytics Server Report and Custom Print
  • Connect to the Database
• Configuring and Generating Custom Reports using the Report Utility BP
  • Setting Up the Custom Print Custom Template
  • Updating the Data Structure Setup
  • Setting Up the Report Utility BP
• Configuring Project Numbering and Status
  • View, Print, or Export the Configuration - Shell Manager Audit Log
• Configuring the User Mode Navigator
  • Create a User Mode Navigator Configuration
  • Create a Grouping Node
  • Rename a Grouping Node
  • Change the Icon of a Grouping Node
  • Move Nodes within the Navigator
  • Remove Unused Nodes (Modules) from the Navigator
  • Delete a Grouping Node
  • Deploying a Navigator Configuration
  • Delete a Navigator Configuration
  • Restore the Navigator to Previous or Default Configuration
• Implementing New Features and Updates after a Configuration Package is Deployed in Unifier Essentials
• Unifier Mobile Application