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Getting Started for Unifier Users

Oracle Primavera Unifier is an enterprise solution allowing you to manage capital projects, facilities, and assets of any size in every vertical market. It combines rich cost management and control, document management, schedule management, fund management, and more.

This document provides the users the basic steps for using the product.

As a Unifier user, you perform day-to-day activities which include collaborating through business processes, maintaining the Cost Manager, Schedule Manager, and Document Manager, and running reports.

This Getting Started page will explain how to navigate Unifier, modify user preferences, view project properties, run reports and queries, and work with Business Processes, Tasks, and the Document Manager.
But first, sign in to the application:

• User Name and Password
• Sign In, Sign Out, and Session Timeout

Navigating the Unifier User Interface

Use navigation tools to access business processes, cost sheets, schedules, documents, and data for all levels of your organization.

Learn more about Unifier's navigation tools and how to use them:

• Unifier User Interface
• Navigating Unifier (video)
• Using Dashboards (video)

Watch Viewing Project Properties (video) to learn about project details.

Modifying Preferences

You can tailor Unifier to the way you work using Preferences.

• Preferences
• Modifying User Preferences (video)

Running Reports and Queries

Users are able to run reports and queries, which allows you to gain insight into the progress of projects and the status of business processes.

Learn more about how you can work with reports:

• Running, Printing, and Saving Reports (video)
• Creating User-Defined Reports (video)
• Unifier Reports

Working with Business Processes

Learn how to work with business processes.

Watch our Business Process Basics video for an overview of what business processes are and how you can create them.

You can also read about business processes in our documentation:

• Unifier Business Processes

Working with Tasks

You will use tasks to collaborate with your team members through business processes.

Watch our Using Tasks video to learn about tasks, or see Working with Tasks in our documentation.

Working with Document Manager

The Document Manager provides a robust platform for maintaining a wide variety of files and documents.

• Unifier Document Manager
• Navigating in Document Manager (video)
• Uploading Files and Folders (video)
• Revising Documents in Document Manager (video)

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Last Published Monday, July 22, 2024