Unifier Essentials 24.1

Activity Sheet

New Schedule Comparison Custom Report

A new Schedule Comparison custom report has been added. Two Activity Sheets with common activity ID numbers may be selected and compared. Columns display start date, finish date, and duration for each activity, along with a color-coded Gantt chart.

Implementation Note: This enhancement is included in Configuration Package. An administrator will need to update the Project/Shell navigator and grant permissions for the report.

Image of a schedule comparison setup screen, where the master schedule is being compared to a contractor provided schedule.

Image of a schedule comparison report, showing a Gantt chart with different-colored lines representing the original master schedule and the revised contractor-provided schedule.

Vendor Business Process

New Vendor Analysis Custom Print

The Vendor business process has a new custom print. The print includes vendor details and contracts, change orders, purchase orders and PO amendments by effective date, grouped by project. Data is shown in a table and stacked bar charts.

Image of a sample vendor analysis custom print, showing financial transactions for a single vendor across multiple projects.

Image showing a histogram of contracts with a given vendor; amounts are on the y axis, and the x axis has a column for five successive months.

PO Amendment Business Process

New Fields for PO Amendment Records

Scheduled Value and Commits Remaining Balance fields have been added to PO Amendment line items. Values auto-populate from the Purchase Order Schedule of Values when a reference row is selected.

Implementation Note: This change is included in the Configuration Package; no additional changes are required by the customer. Existing records will not be updated with the auto-populated data.

Image of a new PO amendment creation screen's line items tab, showing both scheduled value and commits remaining balance.

Image of the Schedule of Values for a project, showing columns for both the new scheduled values and commits remaining balance fields.

Invoice Business Process

New Fields for Invoice Records

A Commits Remaining Balance field has been added to the Invoice line item. The value auto-populates from the Purchase Order Schedule of Values when a SOV row is selected.

Implementation Note: This change is included in the Configuration Package; no additional changes are required by the customer. Existing records will not be updated with the auto-populated data.

Image of a new invoice creation screen's line items, showing the new commits remaining balance field.

Budget Transfer Business Process

New Field for Budget Transfer Records

A Transferred Amount field has been added to the Budget Transfer business process form and BP log. A Budget Transfer record will always be a net zero transaction with a total amount of zero. The Transferred Amount is one side of the total transaction to show the significance of the transfer.

Implementation Note: This change is included in the Configuration Package; no additional changes are required by the customer. Existing records will not be updated with the auto-populated data.

Image of line items in a new budget transfer record, showing two amounts totaling $10,000.

Image of a budget transfer document, showing the total transferred amount of $10,000.

Mobile - User Preferences

Improved Process to Add Images

The Unifier Attachments Settings panel is added to the mobile app, providing users with the ability set an image size for all attachments or specify the size each time they add an image. Sizing choices include Small, Medium, Large, and Actual Size.

Image of an iOS screen, showing the new setting panel which allows users to select image sizes while attaching or pick one of four sizes for all future attachments.

Payment Business Process

Performance Enhancement for Payment BPs

When a user navigates to a new payment record without payment line items, the system will not calculate the sum of all SOV line items for data elements in the upper form, resulting in a performance enhancement.

This enhancement applies to Payment Applications SOV type and Summary Payment Applications SOV type business processes.

Integration

New RESTful Service to Add Assignees to a Workflow BP Record

An integration user with Update permissions can now add assignees to a workflow business process record via RESTful service. An event of this type will be recorded in the BP audit log.

Image of an audit log, showing that an assignee was added to a BP record via REST.

Additional Enhancements

Updated Data View and Data Model

The ue_proj_detail data view and uuu_3 data model are updated with additional project attributes and a risk table.

Implementation Note: This change is included in the Configuration Package; no additional changes are required by the customer.

Bug Fixes

For a list of bug fixes made in Primavera Unifier in 2024, see My Oracle Support (2996896.1)


Last Published Monday, December 23, 2024