What's New - Primavera Unifier Essentials 22.12

December 2022

Previous Releases: 22.11, 22.10, 22.9, 22.8, 22.7, 22.6

User-Defined Reports

Cash Flow - Undistributed Cost User-Defined Report

Added new user-defined reports which display undistributed amounts in all project cash flow curves. These reports are available within an organization-level single-instance shell, the Oracle Project Template, and as a standalone Company-level UDR template.

Also added a new data view - "Cash Flow Unassigned Amounts".

Cash Flow

Manual Override of Auto-Distributed Cash Flow Values

For cash flow curves, you can switch between auto and manual profiles in the curve properties and manually override those amounts regardless of the profile. This enables both rapid creation and complete customization of curves.

Cost Sheets

Advanced Filters in Cost Sheets

You can now create multiple conditions for Cost Sheet views, using both OR and AND conditions. You can also use the same data element more than once. For example, you might view cost codes that match either of two conditions.

CBS Sheets

Filter Support in CBS Pickers (BP Record Level)

This enhancement allows you to define query conditions to control which CBS codes are available for users to select. For example, a cost code that captures the budget for contingency or Owner Reserve should not be available for contracts or change orders; this can be filtered using a query condition.

Interface

BP Record Windows Open Wider

When you create a new business process record, the pop-up window is drawn wider to better accommodate line item fields.

BP Record Import

Streamlined CSV-based BP Record Creation

Creating a business process record from CSV files is easier now, with all file uploads – including relevant attachments – now handled via a drag-and-drop interface on a single screen. If an attachment is missing, you can still import it at a later stage. For a document-type BP, Unifier will process only the attachments referenced at the Line Item level. This interface will still block disallowed file types.

Document Manager

Import Document Manager Attributes from Excel or CSV Files

You can now export and import Document Manager attributes using either an Excel file or a CSV file. Previously, Unifier could only import Document Manager attributes via CSV files. With this enhancement, native Excel files can also be used.

Shell Templates

Copy BP Restrictions when Creating New Shells from Templates

When you create a new shell from a template, Unifier will copy restrictions defined in the record properties of Business Process setups from the selected shell template to the new shell.

This copying of restrictions also applies when a shell is created by copying from a shell template or copying an existing project in Administration mode.

DocuSign

Support for DocuSign Notifications

When a document is sent to multiple signers using DocuSign, the sender who initiated the process will be notified when all recipients have signed.

Activity Sheets

Two Rate Sheet Fields now Optional for Manual Activity Sheets

The fields Rate Sheet for Planning and Rate Sheet for Actuals are no longer required when creating a manual Activity Sheet. This applies when creating a Manual Activity Sheet from the log and from a shell template. This enables the creation of duration-based schedules.

Additional Enhancements

Automatic Changes - Included in the Configuration Pack

Line Item Statuses - Updated Defaults: line item statuses in the following areas have updated default values:

• Document Approval: "In Review"
• Master Area Template: "Active"
• Specification Section Template: "Active"
• Submittal: "Active"
• Vendor: "Active"

Warranty BP: Added line item statuses "Active" & "Inactive"; defaults to "Active"

Change Order BP: Line Item Consolidation is updated to allow consolidation of previously-consolidated line items when a Change Order status is "Canceled" or "Rejected". This allows previously consolidated Change Request line items to be selected on a subsequent Change Order if an earlier Change Order is Canceled or Rejected.

Query Conditions for the "Originating Change Request" BP Data Picker are now changed to match the Project Number, showing only Change Requests from the same project as the Change Order.

Manual Changes

Group Administration Updates: Updated the Company Administrator group to include new functionality in the Integrations and System Information nodes of the Company Workspace. Administrators will need to update Company-level Access Control to use this feature.

Permissions for the Company Administrators group are now hidden in Commitment Summaries, Activity Sheets (old), Schedule Sheets, and OBS Sheets.

The Project Administrators group is added to the permission set for the Project Configuration BP record in the Oracle Project shell template. This allows all members of the Project Administrators group in a new shell to modify that shell's Project Configuration record. The Oracle Project template is automatically updated; update your own templates via copy to template.

What's New - Primavera Unifier Essentials 22.11

November 2022

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Master Log

Project Configuration BP in the Home Navigator Master Log

Company Administrators now have the "Master Log - Business Processes" node in their Home workspace navigator, with the Project Configuration business process inside. This allows members of the company administrators group to view and bulk-edit project configurations.

Reports

Project Schedule Report

The Project Schedule Report is now available at the Project level. This provides a Gantt chart, with filters and display options including milestone-only and WBS grouping. Weekly and monthly layouts are provided.

Create Permission-Based Reports

In company and shell templates, create permission-based user-defined reports. This saves time from having to recreate these after you create shells. You can also push permission-based UDR templates to selected shells or all shells.

When you create a new UDR in a company or shell template, choose whether to use System Data Sources or Permission Based Data Sources.

Security

Grant Limited Administration Permissions

An administrator can now grant specific permissions to project members for only some user administration tasks, without giving those members all permissions related to users.

Adding users and modifying their statuses, permissions, and properties are individually assignable rights. This allows an administrator to permit project leaders to add users without necessarily changing their permissions.

Cash Flow by CBS

Support of Unit and Cost Spreads from Manual Activity Sheets

You can now use cost spreads such as Actual, Planned, Remaining, and At Completion cost at the CBS level from manual activity sheets as a data source for baselines, forecasts, and spending curves in forecast analyses.

Unit spreads like Planned, Actual, Remaining, and At Completion units can also be used.

Dynamic Data Sets

Auto-Select Values in Email Responses

New functionality introduced last month – where, if a value set has only one possible value, a dropdown list can be forced to select that single value automatically -- has been extended to email responses this month.

Additional Enhancements

Automatic Changes - Included in the Configuration Pack

Line Item Statuses - Updated Defaults: line item statuses in the following areas have updated default values:

• Document Approval: "In Review"
• Master Area Template: "Active"
• Specification Section Template: "Active"
• Submittal: "Active"
• Vendor: "Active"

Warranty BP: Added line item statuses "Active" & "Inactive"; defaults to "Active"

Change Order BP: Line Item Consolidation is updated to allow consolidation of previously-consolidated line items when a Change Order status is "Canceled" or "Rejected". This allows previously consolidated Change Request line items to be selected on a subsequent Change Order if an earlier Change Order is Canceled or Rejected.

Query Conditions for the "Originating Change Request" BP Data Picker are now changed to match the Project Number, showing only Change Requests from the same project as the Change Order.

Manual Changes

Group Administration Updates: Updated the Company Administrator group to include new functionality in the Integrations and System Information nodes of the Company Workspace. Administrators will need to update Company-level Access Control to use this feature.

Permissions for the Company Administrators group are now hidden in Commitment Summaries, Activity Sheets (old), Schedule Sheets, and OBS Sheets.

The Project Administrators group is added to the permission set for the Project Configuration BP record in the Oracle Project shell template. This allows all members of the Project Administrators group in a new shell to modify that shell's Project Configuration record. The Oracle Project template is automatically updated; update your own templates via copy to template.

What's New - Primavera Unifier Essentials 22.10

October 2022

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Workflows

New Serial Document Approval Workflow

A new workflow – Serial Approval (5 Level) – allows the user creating the Document Approval record to select approvers for up to five approval steps. One or two alternate approvers may be selected for each step.

The completion policy for the approval steps is set to single, so any of the approvers can advance the record. The new workflow has been added to the Project Template, but is inactive by default.

The Document Approval Custom Print includes the Approval Plan when the new Document Approval workflow is used.

Custom Reports

RFI Log Report

You can now run an RFI Log report at any level of the project hierarchy to see a full list of RFIs, including their questions and answers.

Business Processes

New Upload Window for Attachments

Uploading attachments in business processes features a new upload window that allows drag-and-drop operations, including revision options, file or file-and-folder uploads, and editing capabilities.

Enhanced drag-and-drop capabilities are also available in the Document Manager.

Cost Sheets

Standard Interface for Cost Sheet Columns in Shell Templates

The standard interface is now used for setting and updating columns in a Cost Sheet template. This configuration can be pushed to update either shells or shell templates.

CBS Attributes in Cost Sheet Columns and Views

Add CBS attribute data elements such as Status or Cost Item Type as read-only values in Cost Sheet columns. These data elements are also available for filter, group-by, and sort-by operations in views.

Worksheets

Worksheet Snapshots in Standard Interface

Worksheet snapshots are now handled using the standard interface, including the dialog for creating snapshots, the snapshot log, and the snapshots themselves.

Views

Enhanced Functionality for Filters in Funding Sheet Views

With this enhancement, you can define filters for any fund attribute – not just fund code and fund name. You can use AND or OR operators to match all conditions or any conditions. This allows you to create a filter to show all rows with Fund Code ABC or Short Description XYZ. You can also use a data element more than once within a filter, allowing you to specify, "show all rows with Fund Code ABC OR Fund Code XYZ."

Attachments

Rename Attachments in Business Processes

A new option in the gear menu in attachments allows you to rename a file that has already been uploaded.

The pop-up dialog will not allow duplicate or blank file names.

Templates

Push User Preference Templates to Partner Users

User preference templates can now be pushed out to partner users. The User/Group picker now allows an administrator to select Partner Company users as well as Sponsored Company users. The History log, under Update User Type, distinguishes Partner Users from Users, who are members of the sponsoring company.

Currency

Currency Decimal Places in Cash Flow, Portfolio Management

Support for currency decimal places – as defined in Standards & Libraries – is now extended to Project and Company Cash Flows as well as Portfolio Manager Sheets.

In shell templates where cashflow detail curves are defined, a new option titled User Currency Decimal Precision allows the user to select the currency default precision or set decimal options manually.

In the Portfolio Manager, a user can choose manually-set decimal places or the currency's decimal precision.

Additional Enhancements

Automatic Changes

Vendor BP: Two fields – "Integration Line Item Identifier 1" and "Integration Line Item Identifier 2" – are added to each of the three line item forms to facilitate integration.

Project Template > Cash Flow: Configured Baseline Curve as an Inflow; Forecast and Actuals curves as Outflows. Set Forecast to compare to Baseline.

Manual Changes

Company Workspace: Hid the Asset Manager, Configurable Modules, Planning Manager, Resource Manager, Schedule Manager, and the Space Manager from the User Mode Navigator. (Note that company-level permissions will need to be updated.)

What's New - Primavera Unifier Essentials 22.9

September 2022

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User Mode

Bulk Editing of Single-Instance Business Processes

Single-record business processes are now available in the Master Log, showing BP records across shells in a single log. With requisite permissions, you can now:

• View and edit record information
• Bulk-edit records across multiple shells
• Define filtered views

Document Manager

New Upload Window in the Document Manager

The Document Manager has a new upload window that allows drag-and-drop operations. This window includes revision options, file or file-and-folder uploads, and editing capabilities.

Activity Sheets

Assign Resources and Roles in Activity Sheets

Use the new Assignments tab in Activity sheets to add resources and roles to an activity. Resources may be manually created, drawn from the Master Rate Sheet, or received from P6.

Additional features:

• Calculate Planned Start and Finish dates for assigned resources based on activity type.
• Calculate Planned, At Completion, Actual, and Remaining units for an assigned resource based on activity calendar and default units/time.
• Remaining Units for assignments will be calculated based on Fixed Duration.
• Spread Planned, At Completion, Actual, and Remaining cost using resource rates on the effective date.
• Calculate Actual, Remaining, and At Completion cost spread based on the data date.
• Note that Earned Value calculations are not available in Manual Activity Sheets.

Workflows

New Change Order Workflows

Two new workflows have been added for Change Orders:

• Guided Approval (3-Level) - Vendor Created
• Guided Approval (10-Level) - Vendor Created

These workflows allow Vendors to request Change Orders directly.

The "3 Level" workflow is added to the Project Template, but it is inactive by default.

New Initial Budget and Estimate Workflows

Three new workflows have been added for the Initial Budget business process:

• Ball in Court v2
• Guided Approval (3-Level) v2
• Guided Approval (10-Level) v2

These v2 workflows will automatically move the record past the initiation step so that the records are not started in Draft. The Ball in Court v2 workflow is now the default in the project template.

The Estimate business process in the Project Template has also been updated to bypass the initiation step.

Administration

Auto-Created Project Records

Administrators can now set up template records for the Estimate and Project Closeout business processes. When a project is created, new records are automatically added to the project.

• An Estimate can be set up with some or all cost codes, including quantities and lump sums so that amounts are ready to be keyed in. Estimate templates can also be set up by unit rate – such as cost/sq. ft – so that a project manager needs only fill down the square footage for each line item.
• Project Closeout Checklist templates can be created for use in different projects or project templates.

Vendors

Vendor Name Updates

The Vendor Name field is added to many business processes to identify vendors that are not linked to a vendor record and to ensure consistency for reporting and analytics.

For Miscellaneous Cost, Actuals Importer, and Actuals business processes, Vendor information fields are added. If there is a linked Vendor record, then those fields are auto-populated; if not, they can be manually entered.

In Risk, Issue, and Daily Report business processes, the Vendor Name field is added to a hidden block for reporting purposes. Inform

Templates

Improved Notifications in Workflow End Steps

In the Project Template, the following improvements indicate who will be notified when records reach their end steps:

• Added "Project Managers, Project Coordinators" for "Notify users or groups on workflow completion" for Guided Workflows in Contract, Change Order, Payment Application, Purchase Order, PO Amendment, and Invoice business processes.
• Automatically copied the Project Managers and Project Coordinators groups on the End step of Guided workflows for Initial Budget, Budget Change, Budget Transfer, Change Request, Fund Appropriation, Issue, Request for Bid, Request for Bid Unsealed, and Work Release business processes.
• Added "Creator" to "Add additional CC users from the following data elements" for Action Item and Document Approval business processes so that the creator is automatically notified upon workflow completion.

The Oracle Project Template is automatically updated; customer-built templates will need to be updated via a copy to those templates.

Additional Enhancements

• In Project Shell and the Project Request business process, the default Project Delivery Method is Design-Bid-Build.
• In the Project Template > Submittal business process, the Architect/Engineer is removed from the CC field on the End step of the Guided - Contractor Created with Coordination workflow.
• Vendor, Estimate, and Initial Budget business processes are updated with three hidden fields (Integration Status, Integration Last Update, Integration Message) to facilitate integration with other systems.
• In Daily Reports, the Issue Record field has been moved onto the Issue block so that users can drill down to see the Issue record created by that line item.
• The administrative BP Data Transfer process is added to the User Mode Navigator and visible to Project Administrators. This makes it easier to add users to the project in appropriate groups as well as create new Estimates and Project Closeout Checklists.
• In the Project Request business process, the Ball in Court workflow default status has been changed to Active, allowing Administrators to create new projects without a formal workflow.
• In the Vendor business process, the Line Item Status field on the Additional Addresses tab is now required.
• The following territories and areas have been added to a list of US States to align with Oracle Cloud ERP:
  • AS - American Samoa
  • FM - Federated States of Micronesia
  • GU - Guam
  • MC - Michoacan (corrected abbreviation)
  • MH - Marshall Islands
  • MP - Northern Mariana Islands
  • PR - Puerto Rico
  • PW - Palau
  • VI - Virgin Islands
• The following user-defined reports have updated date/time columns to include the timestamp in the report output: UE Meeting Minutes Summary (Project Level), UE Meeting Minutes Details (Project Level), UE Incident Management Summary (Project Level).

What's New - Primavera Unifier Essentials 22.8

August 2022

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New Program-Level Dashboard: Program Summary

New Program-Level Dashboard: Program Summary

A new Program Summary dashboard shows budget distribution, cost summaries, phase summaries, and project % complete summaries for all project within the program.

UDFs in Project Requests and Created Project

UDFs in Project Requests and Created Project

User-defined fields on the Project Request form are carried through to projects created using that form.

Project Delivery

Enhanced Meeting Minute Distribution Options

Meeting attendees are now automatically CCed on the final step of the Meeting Minutes workflow, reducing the amount of time required for project teams to distribute meeting minutes. This feature can be disabled in the workflow setup if necessary.

Additional Enhancements

• The Project Summary (Excel) Access Control is added to the Fund Appropriation and Work Release Guided Approval Project Templates.
• In the Issues business process, Dynamic Data Sets are added to control Cost and Schedule Impacts, matching the Change Request setup and resolving potential issues when an Issue auto-creates a Change Request.
• In Organization-level dashboards, amounts are displayed in the base currency rather than the project currency.
• In the Owner Walk-Through - Punch List Detail user-defined report, the order of columns was changed. Note that this is not an automatic update; it must be manually updated via Company Workspace > Access Control.
• In the UE Project Report - Company Level user-defined report, filters and grouping now use the record status instead of the Created Project status; column orders were also changed. This update must be manually applied and configured in Company Workspace > Access Control.

What's New - Primavera Unifier Essentials 22.7

July 2022

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Reports and Dashboards

Improved Project Comparison Report

The Project Comparison report has been enhanced to include a cover page, cost breakdown for Actuals, and an additional runtime parameter, Include Cost Breakdowns, which shows the cost breakdowns of top-level cost codes for Original Budget, Current Budget, and Paid.

Project Summary (Excel) Organization-Level Report

This report includes project header information, project health status (R/A/G), key cost sheet columns, level-one CBS Actuals breakdown, and phase completion dates. It can be used as is, or as a base for customers to customize.

New Payment Application User-Defined Reports at the Organization Level

Two new user-defined Payment Application reports have been created; each has options for Full Access or Permission Access.

• UE Payment Application History (Full Access)
• UE Payment Application History (Permission Access)
• UE Payment Application Summary (Full Access)
• UE Payment Application Summary (Permission Access)

Project Feed Dashboard Improvements

Changes to the Project Information (Shell Detail Form) are now included in the project-level dashboard. This includes both manual changes, changes that are coming in from business processes (like Project Status) or from integrations.

Integration

Analytics Data Mapping

Analytics mapping has been set up for those customers who wish to leverage CIC Analytics for more advanced dashboarding capabilities. This is Phase 1, with a focus on Projects and Cost Sheet data.

User Interface

Rearranged User Mode Navigator

Reorganized the Project User Mode Navigator to help prioritize key screens for users.

Additional Enhancements

• Item quantity decimal places changed from 0 to 8.
• The Item Quantity for the following business processes defaults to “1” instead of “0”, saving a few clicks when entering lump-sum items: Initial Budget, Budget Change, Budget Transfer, Master Service Agreement, Work Release, Contract, Change Request, Change Order, Purchase Order, PO Amendment, and Invoice
• In the Payment Application business process, a new Add All SOV Lines option is enabled so that all SOV lines are automatically added and remain present in the Pay App.
  • Added validation rules:
    • Lines cannot have a negative Balance to Finish
    • Both Work Retainage % as well as Stored Material Retainage % must be between 0 and 100.
• Project Shell Detail Form: Added two new Activity Name Linked Elements for customers selecting Start/Finish Activities or Milestones.
  • Note: the order of the data elements has been rearranged, which may affect existing import templates.
• Activity Picker: De-prioritized WBS in the picker; moved WBS Path, WBS Code, and WBS Name to the end of the layout and the end of the find fields; also changed the Sort Order from WBS Path to Activity ID.
• Removed the default selection for Year pull-downs.
• Access Control: Gave the Company Administrator group access to the Event Audit Log. Also added that group to all Project business processes. (See Company Workspace > Permissions for Projects/Shells > Setup > Business Processes > All)
• User-Defined Report: UE Project Status Summary (Full Access): Changed the Group By display options.
• Cost Templates: changed CBS Code Label for Owner Cost Sheet Template - Empty from “WBS Code” to “Cost Code”.
• Contracts and Master Service Agreement BPs: Ensured that only Additional Addresses with an Active Line Item Status can be selected.
• Purchase Order: Added Creator column to the BP log.
• Vendor Addresses:
  • Made Site Name a required Data Element in the Additional Address of the Vendor tab.
  • Updated the description/tooltip for Site Name
  • Updated Contract, Master Service Agreement, and Purchase Order BPs to show Site Name when selecting an Alternate Vendor Address.
• The following pickers have been enhanced so that they honor the currency decimal precision when displaying and calculating amount values: Business Process, BP Data, Reference Contract, Line Item, Line Item Data, BPO and BPO Line Item, Shell, Shell Data, User Data, and Planning Item.

What's New - Primavera Unifier Essentials 22.6

June 2022

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Help and Documentation

Guided Learning in Unifier Essentials

The Oracle Guided Learning tool is integrated with Unifier Essentials, providing in-app assistance and context-sensitive links to help files and other learning resources.

Wherever you are in Unifier Essentials, click the widget with the “I” inside the circle for global and/or context-sensitive help as well as step-by-step, interactive guides for common tasks.

Integration

Application Switcher Improvement

Users are able to switch from a Unifier project to the same project in a different application, such as Oracle Primavera Cloud, Aconex, or Textura.

Cash Flow Integration between Primavera Cloud and Unifier

Project managers now have seamless data transfer between Oracle Primavera Cloud and Unifier, allowing them to push project budgets or forecasts to OPC Planner and receive revised or approved budgets for additional reviews. In Unifier, project linking is accomplished by adding the OPC project ID in the integration tab of shell properties or using project services.

Establishing the link involves

• An Integrations node in the Company Workspace
• Project Linking through direct integration or project Xref services
• OPC Sources Configuration
• Cash Flow log and Shell log changes to push data to and received data from OPC

Administration

Improved Separation between Production and Non-Production Data

You can now have additional levels of separation between Production and non-Production projects. On creation and any time after, projects can be classified as Production, Testing, Training, etc. In this release, we've added the ability to tag Vendors and Master Service Agreements with the same classification. This ensures that, for example, a non-Production project does not incorrectly reference a Production Vendor (which could result in an email getting sent to that Vendor). The same applies to Master Service Agreements.

Proxy Support for Collaborator Users

A collaborator user can now have a proxy – including another collaborator user. This prevents a situation where a task is stuck because a collaborator is on leave or unable to work on the task. A collaborator user can have a proxy who is

• a Standard User belonging to the Owner company
• a Standard User belonging to the Partner Company, or
• a Collaborator User belonging to the Partner Company

Warranty Business Process

Warranty Business Process Location Tracking

Location information can now be added to the Warranty business process. This includes both latitude/longitude coordinates, as well as up to 5 tiers of a location breakdown structure. There are multiple ways to add the location data:

• Selecting an Area for the Warranty
• Selecting a location on a map (lat/long only)
• Selecting your current location (lat/long only, mobile only)

Document Manager

Saving the Vendor Name to the Document Manager

When documents are attached to a business process form, Unifier automatically saves them to a pre-defined (configurable) location in the Document Manager (DM) of that project. In addition to the document, some metadata is also saved from the source business process to help find the appropriate documents. In this release, we've ensured that - where applicable, the Vendor name is also saved as a document attribute in the DM. This makes searching for documents related to a particular Vendor much easier, and also helps if integrating the DM to external document management systems.

Reports and Dashboards

Translations for Pre-Built Custom Prints and Reports (Phase 1)

Reports and Custom Prints now support output in 8 different languages. In the next phase of this project, we'll add support for more translation of the underlying data (i.e. Status, Workflow Step Names, etc.).

Workflows

Updated Workflows: Change Orders, Change Requests and Issues

New Ball In Court v2 workflows have been added for Change Orders, Change Requests and Issues. These business processes have special workflows that go to a Prepare step when auto-created so dollars don't disappear from the cost sheet on auto-creation. What was missing, and is now introduced in the v2 BIC WF, is the ability to go straight from Prepare to End, without any additional review, for customers who don't need additional approval for these processes.

Activity Sheets

Support for Work Hours in Calendar and Date/Time for Activity Sheets

Resources can be assigned to the activities with work effort estimates at the hour level. Working hours per day can be defined in Activity Sheets calendars as well as custom calendars. In addition, durations will be calculate based on work hours and hours/day based on date and time pickers.

Cash Flows

Allow Updates to SOV Descriptions

With this enhancement, contractors or subcontractors are able to edit Description/Breakdown information for line items even after they have been added to or rolled up the SOV Sheet.

Data Structure Setup

Define Number of Decimal Places for Currency Fields

Unifier administrators can specify from zero to four decimal places when defining a currency. All formulas, auto-populate, and reverse auto-populate currency elements will honor the decimal places defined for the currency. Once a currency has been defined, the "Decimal Places" field will no longer be editable.

Day 1 Impact:

Existing business process records and sheets with currency amounts will be rounded off tothe decimal places specified in the currency details window for the selected project/base and transactional currency. Currencies with two decimal places will not show any changes.

Additional Enhancements

• Added new Cost Sheet Template at the Company Level to make Org Cost Sheet easier during setup.
• Contract/PO pickers in some non-SOV-related business processes now allow users to select Contracts/POs that are not yet approved. Affected BPs: Architect's Supplemental Instructions, Change Directive, Change Request, Daily Report, Issue, Journal Entry, Owner Walk Through, Punch List Item, Request for Information, RFI, Risk, Submittal, Submittal Package, and Warranty.
• Updated the Test Shell to match the Org shell; added the Cost Sheet
• Within the Master Service Agreement (MSA) business process, added MSA Shell Classification so that Production Projects can only create Work Releases against Production MSAs, and Test Work Releases against Test MSAs.
• Ensured that currency is included on every Action Form / View Form and in the same location.
• In Project Shells, the Find list now includes "Shell Classification" so that administrators can search for Production or Non-Production projects.
• In the Project Request business process, the "Shell Classification" setting is added so that projects created through this BP can inherit the setting.
• Document Approval BP: Ensured that "Allow Modification of Line Item, except when status is…" is checked
• User Mode Navigator: removed Alerts; added Master Rate Sheet to Company Workspace navigator.
• Renamed both Est. Schedule Impact (Days) to Owner Schedule Impact Estimate (Days) and Owner Estimate to Owner Cost Estimate in the following BPs: Architect's Supplemental Instructions, Change Request, Issue, Request for Information, and Risk.
• Bidder Invitation email: adjusted the wording regarding the sending of the password and appended /unifier to the end of the bidder URL.
• Cost Codes in the Pay App custom print are now recognized as text fields, allowing users to include letters in their Cost Codes.
• Timesheet BP Setup (Org Level): changed the creator to Timesheet Submitters.
• Access Control (Org Level): ensured that Report Viewers - Full Access are able to run all reports that Report Creators - Full Access can.
• Access Control - Project Template: provided L1-L10 Approvers, Project Manager, and Project Coordinators access to edit My Dashboard; added L1-L10 Approves, Project Administrators, and Project Coordinators to all Data Cubes.
• Access Control - Building, Site/Campus, Region/District Templates: provided Report Viewers & Project Administrators access to edit My Dashboard; also added them to all Data Cubes.
• Access Control - Organization & Test Shells: gave Report Viewers and Project Administrators access to edit My Dashboard; added them to all Data Cubes.
• Project Templates: changed the Template name to Oracle Project Template; provided the Finance user group View access to the Cash Flow.
• The BP URL was added to the Record Information block of these BPs: Estimate, Forecast, Project Request, User Request, and Vendor.
• Issue BP: modified to require a Change Reason when a user checks the Yes button to Create a Change Request.
• News Feed Data Cube: added Project Name and Project Number elements so that the data could can be added to rolled-up dashboards.
• News Feed Dashboard: added filters on BP Name and Update.
• Vendor Business Process: changed default value of Vendor a Unifier User? to "No"; set that as a required field; default value can be changed in the Company Configuration BP; set
• In the mobile UI, some fields are moved to provide better flow of information in Daily Reports and Request for Information business processes.
• In the Vendor business process, added a Record Number to the Vendor log definition.

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Last Published Thursday, January 26, 2023