Introduction to Project Controls
The Unifier Project Controls base product provides a platform to create, monitor, and manage your projects. Two preconfigured project templates (Owner and Contractor) provided with Project Controls allows you to manage owner-controlled and contractor-controlled projects. The Contractor template is useful if you are a general contractor working with sub-contractors, vendors, and the owner to manage, monitor, and track projects. While the Owner template is useful if you are in charge of all transactions conducted with contractors and vendors.
A suite of preconfigured business processes (BPs), custom reports, user-defined reports, and dashboards are also available. These BPs are designed and configured for your use. Depending on your permission status, you can access all available BPs using the left-pane User Mode Navigator.
Note: The project administrator can set up the structure of the items in the User Mode Navigator.
Within our documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.
Note: The instructions and information presented in the Unifier documentation is based on an out-of-the-box setup and before being customized by the user.
Last Published Monday, August 28, 2023