Setting Up Business Processes
Information is entered and stored using electronic business process forms and routed via configurable workflows. Business processes—and their workflows, logs, and even search parameters—can be created and designed. They are then imported into Unifier Essentials, configured for use, and set up for use in specific projects/shells or the company workspace.
Setting up business processes for use consists of the following steps:
- Import and deploy business processes. For more information, see Importing Business Processes.
- Configure the BPs to be set up for use. For more information, see Configure and Activate a BP.
- Set up the BPs for use at the company-level or in individual projects/shells. For workflow BPs, you can create multiple setups that let you use the same BP form with any number of customized workflows.
For more information, see Setting Up Non-Workflow Business Processes and Setting Up Workflow Business Processes
- Grant User mode permission to all users (including yourself) who will need to view records or participate in a workflow.
Note: Not all BPs work in all areas of the system. For a table that lists all available BPs and the areas in which they are available for use, see Business Process Functionality.
In This Section
Master Log - Business Processes Node
Configuring Business Processes
General Procedures for Setting Up Business Processes
Setting Up Non-Workflow Business Processes
Setting Up Workflow Business Processes
Creating, Adding, and Deleting Business Process Help Files
Setting Up Auto-Creation of Cash Flow Curves from Contracts
Setting up a Master Service Agreement Template
Setting Up a Base Commit Business Process
Setting Up a Multiple Base Commit BPs Manually with Multiple Payment Applications and SOVs
Setting Up a Request for Bid (RFB) Business Process
Generic Cost Business Processes
Business Process Functionality
Last Published Monday, April 14, 2025