Index Reports

The index report utilizes the Oracle Primavera Unifier Essentials user-defined report engine. It lists content (documents, subfolders, shortcuts) within a selected folder, properties, and phase (contents may be associated with more than one phase). The index report can be generated in HTML, PDF, or CSV format.

To view an index report:

Select a folder in folders view of the project/shell Documents or Company Documents node.
From the Actions menu, click Index Report and choose the format to display:
- HTML: Displays the report in a browser window.
- PDF: Creates a PDF file of the report.
- CSV: Creates a CSV file of the report.

See Also

Document Manager

Before You Begin Working with Document Manager

About Ownership and Permissions

Automatic Publishing of BP Records to the Document Manager

Enabling Document Manager-Generated Email Notification

Working with Shell and Company Documents

Accessing Shell Documents and Company Documents

Navigating Project/Shell Documents and Company Documents (Standard View)

Navigating Document Manager

Working with Document Manager in Company and Project or Shell

Creating and Managing Folders

Creating and Managing Documents

Creating and Managing Shortcuts

Uploading Files and Folders

Downloading Documents and Folders

Importing and Exporting in Document Manager

The Recycle Bin

View Document Manager Audit log

Shell Documents or Company Documents Attached to a Business Process

Unpublished Documents

Last Published Monday, April 14, 2025