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User Interface

The application user interface (UI) contains the following sections:

• Header section
• Tabs section
• Left navigation section
• Right pane section

The following explains each section in detail.

The image above displays the header section of the UI. The header section contains the following elements:

• Switch Applications (): Lets you go to other applications that are linked to Unifier Essentials. For more information, see Access Other Smart Construction Platform Applications.
• Announcements (megaphone icon  ): Lets you view company-wide announcements.
• Bookmarks: Lets you add and view bookmarked pages.
• View Help menu (question mark icon  ): Contains the following helpful links:
  • Unifier Help Library: Opens the Unifier Essentials library for information about various features.
  • Contact Support: Lists the contact information for various support resources for assistance in using the system.
  • About Unifier: Displays the version of Unifier Essentials that you are using, copyright information, and other Oracle policies.
• User control panel: Displays the name of the person who has signed in. If you click the name, you will be able to access the following features:
  • Get Unifier Mobile App: Displays information for downloading the Unifier Mobile App.
  • Preferences: Lets you change your user preferences, including general information and email subscriptions.
  • Last Login: Displays the last time you logged into Unifier Essentials.
  • Sign Out: Signs you out of the system.
• Switch Tenants: If you have login access to multiple tenants, a drop-down arrow appears next to your name, as shown above, which lets you switch tenants.

The image above displays the tabs section of the UI. The tabs section contains the following elements:

• Home tab (Home workspace) (  )
• Company Workspace tab
• <shell name> tabs (or shell tabs)
• Switch to tab drop-down option (  ): Shows a list of all open tabs to choose from. This is useful if you have multiple tabs open and they do not fit on the page.
• New tab button (  ): Adds a new tab from a list of Recent Locations, Key Locations, or Bookmarks.

  Note: On touchscreen-enabled devices, the close button (x) is displayed for every tab in the bar at the top of the application, instead of being displayed only for the active tab.

The image above displays the default view of the Home tab (Home workspace). The Home tab (Home workspace) does not have an Admin mode or User mode. The left Navigator contains the following nodes:

• Home
• Tasks
• E-Signatures
• Drafts
• Mailbox
  • Inbox
  • Notifications
  • Sent Items
• Master Log - Business Processes
  • Project Configuration

    Note: The list of nodes in the left Navigator might vary depending on your permissions.

On the right pane, the Oracle Guide Learning (OGL) widget is displayed. For more information on OGL, see Oracle Guided Learning (OGL).

Additionally, the right pane of the Home tab (Home workspace) displays the information pertaining to the node selected in the left Navigator.

The image above displays the default view of the Company Workspace tab. When in User mode, the Company Workspace tab lets you access the following nodes in the left Navigator:

• <Company name> - Home
• Tasks
• E-Signatures
• Notifications
• Drafts
• General
• Cost Manager
  • Cost Sheet
  • Cash Flow
  • Funding
• Document Manager
  • Company Documents
  • Unpublished Documents
  • Recycle Bin
• Company Logs
  • Master Service Agreement
  • Project Request
  • User Request
  • Vendor
• Company Lists and Pickers
  • Folder Template
  • Master Area Template
  • Master Rate Sheet
  • Report Configuration
  • Role
  • Specification Section Template
  • Standard Issues
• Reports
  • User-Defined

    Note: The list of nodes in the left Navigator might vary depending on your permissions.

The right pane of the Company Workspace tab displays the information pertaining to the node selected in the left Navigator.

The image above displays the default view of the <shell name> tab. When in User mode, the <shell name> tab (shell tab) lets you access the following nodes in the left Navigator:

• <Shell name> - Home (at the very top)
• Tasks
• Drafts
• Directory
• Mailbox
  • Inbox
  • Notifications
  • E-Signatures
  • Sent Items
  • Drafts
  • Deleted Items
• Project Mailbox
  • Inbox
  • Unpublished Attachments
• Information
  • General
• Document Manager & Submittals
  • Documents
  • Unpublished Documents
  • Recycle Bin
  • Document Approval
  • Submittal
  • Submittal Package
• Financial Analysis
  • Cost Sheet
  • Cash Flow
  • Funding Sheet
  • Schedule of Values
    • General Spends
    • Payment Applications
• Budget Management
  • Estimate
  • Fund Appropriation
  • Initial Budget
  • Budget Change
  • Budget Transfer
  • Forecast
• Commitments
  • Request for Bid
  • Contract
  • Purchase Order
  • Work Release
  • Notice to Proceed
• Change Management
  • Change Request
  • Change Directive
  • Change Order
  • Potential Change Order
  • PO Amendment
• Actuals
  • Actual
  • Invoice
  • Journal Entry
  • Miscellaneous Cost
  • Payment Application
• Project Management
  • Action Item
  • Communication
  • Issue
  • Meeting Minutes
  • Permit
  • Project Note
  • Project Status
  • Project Timesheet
  • Risk
  • Gates
• Field Management
  • Architect's Supplemental Instructions
  • Daily Report
  • Field Observation
  • Incident Management
  • Request for Information
  • Site Photo
• Project Closeout
  • Lessons Learned
  • Owner Walk Through
  • Punch List Item
  • Project Closeout Checklist
  • Warranty
• Schedule Management
  • Activity Sheet
  • WBS Sheet
• Activity Manager
  • Rate Sheet
• Reports
  • User-Defined
  • Cash Flow History
  • Cash Flow Report
  • Commitment Summary
  • Detailed Contract Summary
  • Open / Overdue Tasks Summary
  • Project Cost Report
  • Project Details
  • Project Schedule Summary
  • RFI Log
  • Schedule Comparison
  • Schedule Lookahead
  • Schedule Report
  • Text Search
  • Administrative
    • Audit
    • Business Process Access Control
    • Business Process Permissions
    • Usage Analysis
    • User Group Membership
    • Workflow Setup Documentation

      Note: The list of nodes in the left Navigator might vary depending on your permissions.

The right pane of the <shell name> tab (shell tab) displays the information pertaining to the node selected in the left Navigator.

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Oracle Guided Learning (OGL)

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Last Published Monday, June 24, 2024