Workspaces
In Unifier Essentials, a typical organization has the following configuration:
Organization
- Region or District
- Campus or Site
- Building
- Project
- Building
- Campus or Site
In this configuration, an organization is considered a shell (a single instance shell) that contains other shells. The following describes the various workspaces available in the system that correspond to your organization's configuration.
Home
Access this workspace by clicking the home icon (
). This workspace is system-generated. You cannot modify the label or the contents of the Home workspace, and you cannot change the modes of operation (Administrator or User).
Company Workspace
This company-level, or organization-level, workspace is a system-generated workspace. Although you can modify the label, you might want to retain the "Company Workspace" label because this specific terminology is used throughout documentation and training materials to refer to a workspace in which you can access your company or organization modules. In this workspace, you can change the modes of operation for an Administrator or a User.
Organization Single Instance Shell
This workspace is a container (shell) in which you can organize entities such as Projects or Buildings. This is a system-generated workspace, and you can modify the label. Consider changing the label of this workspace to reflect the name of your organization.
Region/District
This workspace is created by the user. You have the option not to create this workspace. If you are organizing your buildings to include a Region or District in the hierarchy, you can list them in this workspace. In this workspace, you can change the modes of operation for an Administrator or a User.
Site/Campus
This workspace is created by the user. You have the option not to create this workspace. If you are organizing your buildings to include a Site or Campus in the hierarchy, you can list them in this workspace. If you have specified a Region/District, every Site/Campus will go under a Region/District. In this workspace you can change the modes of operation for an Administrator or a User.
Buildings
This workspace is required and must be created by the user. This workspace lists the buildings where projects are in progress. In addition to the buildings, you can include parking structures, outdoor properties, and other structures in this workspace where projects are also in progress.
The following table provides a summary:
Workspace Name | System-generated | User-created | Modes | Notes |
|---|---|---|---|---|
Home | Yes | No | Not applicable | The label cannot be modified by users. |
Company Workspace | Yes | No | User & Admin | The label can be modified, but keeping the original name improves clarity when reviewing documentation and training. This workspace is a Company-level or Organization-level workspace. |
Organization | Yes | No | Not applicable | This is the organization "single instance shell." Consider changing the label to your organization name. |
Region/District | No | Yes | User & Admin | The label can be renamed. This is not a mandatory workspace. |
Site/Campus | No | Yes | User & Admin | The label can be renamed. This is not a mandatory workspace. |
Building | No | Yes | User & Admin | The label can be renamed. This is a required workspace. |
Project | No | Yes | User & Admin | The label can be modified but is not recommended. This is a required workspace. |
Program | No | Yes | User & Admin | This is an optional workspace. |
Program List | No | Yes | User & Admin | This is an optional workspace. |
For information on setting up a user-created workspace, see Setting up Shells in the Unifier Essentials Modules Administration Guide.
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Last Published Monday, April 14, 2025