Unifier Essentials 23.10

Cost Sheets

Cost Sheets Support Conditional Formatting

Conditional formatting of table data is now supported in cost sheets with features such as cell background and fill colors, font colors, data bars, and icons. Apply multiple conditional formats to a column so that different ranges can be marked with separate visual indicators.

Screen image of conditional formatting options, showing how different values can result in different text colors and data bars.

Screen image of a cost sheet, with data bars in the Approved Estimates field, cell background and text colors in the Approved Contracts field, and arrows with colors and directions in the Forecast column.

Integration

Export, Update, and Import Records with Line Items

Export data from multiple records – including both main form and line item data – to a spreadsheet, make changes to the existing data, and import that back into Unifier to update those records and line items.

Exported files will contain three or more worksheets: Instructions, the Main Form, and a worksheet for each line item tab in the business process record.

Screen image of the warranty business process, with the Bulk Update drop-down menu selected, and then selections of Export Data and Selected Records; the remaining two choices are to export only the Main Form or the Main Form and All Line Items.

 

A screen image of a spreadsheet, showing 8 lines of data exported from a warranty business process. There are four worksheets: instructions, the main form, equipment, and key contacts.

Cash Flow

Filter Curve Data on Additional CBS Attributes

CBS or Summary CBS cashflow views are enhanced with a filters tab which allow users to filter rows based on CBS attributes.

For example, you might display cost codes in a worksheet where Cost Item Type equals either Hard Cost or Soft Cost.

Screen image of a cash flow edit view panel, showing the filters tab selected, and the condition that data elements Segment 1 should contain the value 100.

Security

Password Change Terminates Active Sessions

When a user password is changed – whether by an administrator or a user – all that user's sessions will be terminated across all interfaces for configurations that are not using single sign on.

This termination of all sessions will also occur when an administrator forces a logout.

Cashflow

Define Cut Off Spend Date in Cash Flow Templates

An administrator can now define the cutoff spend date in cash flow templates of financial periods. The system can validate these cutoff dates when creating or updating cash flow properties of financial period type in shell instances.

 

Earliest and Latest Dates in Summary Rows

View the "earliest from" and "latest to" dates in summary rows when grouped by CBS attributes in a cash flow worksheet.

Comments

Permission to Delete General Comments

An administrator can now define permission for both workflow and non-workflow business processes, allowing a user or group the ability to delete comments on a business process record or to update the Hidden Comment checkbox.

This permits the removal of comments that were added in error or should not be visible to all users.

Administration - Shells

Standard UI Now Used for Shell Creation

Company and project administrators will now use the standard user interface when creating new shells and shell templates. When copying a shell template to create a new shell, the copy modules window is enhanced to allow selection of all modules using a single checkbox.

Screen image of the new shell details window, with the General tab selected.

 

Toggle Between Manual and Auto-Numbering of Shells

An administrator can now toggle between automatic and manual numbering and numbering format within shell manager configuration. Subsequent records will be created using the chosen scheme.

An audit log is also added to track changes.

Administration - Document Manager

Set Auto-Publish from Business Processes to Override DM Permissions

In all business processes except text-type BPs, specify that records will be published to the document manager irrespective of whether a particular user has permission to access the destination folder.

Image of the General Configuration screen for a business process, highlighting the option to set a checkmark beside Override DM Permissions.

Administration - Cash Flow Jobs

View and Manage Cash Flow Jobs

A Unifier administrator with appropriate permissions can now view all cash flow jobs across projects in a single log.

Cash flow jobs from inactive projects can now be disabled; cash flow jobs or auto snapshots from multiple projects can be managed with a single click.

Integration

Improved Error Messaging

More detailed and descriptive error messages are now provided when creating or updating records or line items through integration.

This includes situations where validation rules fail, when data element value errors occur, and when duplicate picker values are found.

RESTful Service for Workflow Business Processes

An administrator can now grant required access to Get and Update business process workflows for RESTful services.

Such services provide the list of users associated with a workflow business process record in a shell or company, including record owner, assignees, and those included in CC fields.

Users can also be added or removed through RESTful services.

Sort Cost Sheets via REST

Sort CBS Codes in a Project Cost Sheet using a REST call.

Update Shell Options via REST

Retrieve and update shell options via REST, including:

Create Snapshots in Cash Flow Detail Curves

Use a RESTful service to create or delete a snapshot of a detailed cash flow curve.

Mobile

Delete Comments and Update the Hidden Comment Checkbox

Administrators can now grant designated users or groups the ability to remove or hide comments, on workflow and non-workflow business proceses.

Password Change Terminates Active Sessions

When a user password is changed – whether by an administrator or a user – all that user's sessions will be terminated across all interfaces for configurations that are not using single sign on.

This termination of all sessions will also occur when an administrator forces a logout

Permission to Delete General Comments

An administrator can now define permission for both workflow and non-workflow business processes, allowing a user or group the ability to delete comments on a business process record or to update the Hidden Comment checkbox.

This permits the removal of comments that were added in error or should not be visible to all users.

Download All Business Process Records

Download all the records of a given business process at once, providing offline access. On the business process picker will be able to access these records, and with only minimal data required for referencing.

Removals and Deprecations

The following features are removed:


Last Published Tuesday, November 21, 2023