Table of Contents

• Title and Copyright Information
• Introduction
• Application Overview
• Modes of Operation and Access Control
• About Consent Notices (Users)
• Cookies Policy
• Product Accessibility Information
  • Navigating the System Using a Keyboard
    • Main Content Area
    • Individual Web Elements
    • Using Shortcut Keys
    • Keyboard End User Information
• Configuring Your System
• Supported Browsers and Settings
• User Interface (UI) Content and Internationalization
• User Name and Password
• Sign In, Sign Out, and Session Timeout
• Security Warnings
• File Viewer Option
• User Interface
  • Oracle Guided Learning (OGL)
  • Preferences
    • General Tab
    • Email Subscription Tab
      • Selecting Email Subscription Options
    • Region Format Tab
      • Changing Time Zone and Date Format
      • Changing Number and Currency Formats
      • Changing Language
    • Proxy Tab
      • Choosing a Proxy User
    • More Tab
      • Choosing a Viewer Option
      • Setting Viewer Exceptions
• Queries
  • Using Formulas or Conditions in Queries
    • Field Value Comparison
    • Date Plus or Minus
    • Date Difference
    • Compare Date Fields
    • Dynamic Date Value
    • Between Dates
  • How Queries Work
  • Assignee Filter Query Condition
  • Query Based Data Element (QBDE)
• Workspaces
  • Program and Program List Workspaces
• Working with Shells and Projects
  • Using Projects
    • Working with the Project Summary
      • Configure Your Project Summary
    • Managing Project Alerts
    • Working with Mailbox (Projects)
      • View and Find Mailbox Messages
      • Send and Receive Mailbox Messages
      • Link Mailbox Messages to Business Process Records
      • Additional Information about Using the Project Mailbox
    • Distributing the Project Mailbox Email Address to Users
    • Working with Tasks, Notifications, and Drafts Nodes
    • Working with Your Project Information
    • Working with Gates and Phases
      • View the Gates Dashboard
      • View Gate Condition Details
      • Validate Gate Conditions Manually (Refresh)
      • Edit Phase Details
      • Advance to the Next Phase
      • Return to a Previous Phase
      • Add or View Phase Comments
      • View, Print, or Delete Saved Gates Runs
      • View the Gates Audit Log
    • Working with E-Signatures
      • E-Signature Log
• Oracle Primavera Cloud Integration in Unifier Essentials Shell
  • Oracle Primavera Cloud Integration and Unifier Essentials Cash Flow (User Mode)
  • Oracle Primavera Cloud, Oracle Integration, and Unifier Essentials
• Starting a Project by Using Business Processes
• Project-Level Business Processes
  • Budget Management
    • Estimate Business Process
    • Fund Appropriation Business Process
    • Initial Budget Business Process
    • Budget Change Business Process
    • Budget Transfer Business Process
    • Forecast Business Process
  • Commitments
    • Request for Bid Business Process
    • Contract Business Process
    • Purchase Order Business Process
    • Work Release Business Processes
    • Notice to Proceed
  • Change Management
    • Change Request Business Process
    • Change Directive Business Process
    • Change Order Business Process
    • Potential Change Order Business Process
    • PO Amendment Business Process
  • Actuals
    • Actual Business Process
    • Invoice Business Process
    • Journal Entry Business Process
    • Miscellaneous Cost Business Process
    • Payment Application Business Process
  • Project Management
    • Action Item Business Process
    • Communication Business Process
    • Issue Business Process
    • Meeting Minutes Business Process
    • Permit Business Process
    • Project Note Business Process
    • Project Status Business Process
    • Project Timesheet Business Process
    • Risk Business Process
  • Field Management
    • Architect's Supplemental Instructions Business Process
    • Daily Report Business Process
    • Field Observation Business Process
    • Incident Management Business Process
    • Request for Information Business Process
    • Site Photo Business Process
  • Project Closeout
    • Lessons Learned Business Process
    • Owner Walk Through Business Process
    • Punch List Item Business Process
    • Project Closeout Checklist Business Process
    • Warranty Business Process
  • Document Manager and Submittals
    • Document Approval Business Process
    • Submittal Business Process
    • Submittal Package Business Process
  • Information
    • Project Configuration Business Process
    • BP Data Transfer Business Process
• Organization-Level Business Processes
  • Actuals Importer Business Process
  • Timesheet Business Process
• Company-Level Business Processes
  • Company Logs
    • Master Service Agreement Business Process
    • Project Request Business Process
    • User Request Business Process
    • Vendor Business Process
  • Company Lists and Pickers
    • Folder Template Business Process
    • Master Area Template Business Process
    • Report Configuration Business Process
    • Role Business Process
    • Specification Section Template Business Process
    • Standard Issues Business Process
  • Information
    • Company Configuration Business Process
• Report Section Business Processes
  • Report Utility Business Process
• Reporting
  • Project Level User Defined Reports
  • Custom Prints
  • Generating Custom Reports using the Report Utility BP
    • Creating a Report Utility BP Record
    • Using Report Utility BP Templates to Schedule Custom Print Generation
• Generic Cost Business Processes
• Access Other Smart Construction Platform Applications