Business Processes

Primavera Unifier transactions and collaboration are driven by business processes. Information is entered and stored using electronic Business Process (BP) forms. Each time you fill out a BP form, you are creating a new record in Unifier. These forms may be routed to project or shell team members or other users by way of workflows. The information that you enter into BP form fields may be used throughout Unifier. Each field corresponds to a Data Element (DE) that can be identified, reported upon, and tracked; some data element values may be rolled up to sheets such as a cost sheet or resource sheet.

The look and feel of a field (Data Element) is determined by the Data Definition (DD) on which the Data Element is based. The Data Definition determines whether the field is a text-entry field, a drop-down list of options, a checkbox that you can select, a picker that is used to select an existing record, and so forth.

The business processes can be associated with specific Project or Shell (Project/Shell-level BP), or they can be applicable for the entire Company (company-level BP) and not to be specific to a Project/Shell. The Administrator (Project/Shell or Company) determines which forms are to be used and how the workflows operate.

In the Upper Form or Detail form of any BP, for a field with DD set as Integer data type with input-type pull-down menu (option value for DE of type Integer), the field (and the field label) will be displayed in the BP record:

if you do not select a value for the field (space), and
if the Administrator has set the value of zero for that DD set (Integer data type with input-type pull-down menu).
Note: The above conditions apply to Attribute Forms and Reports.

Additional information about Unifier business processes

BP records are stored in logs, which are accessible in the left Navigator. You can think of these logs as filing cabinets, with each drawer storing a different type of BP.
The non-workflow business processes will simply be stored as records.
Business Process forms are designed in uDesigner.

For information about internationalization and CSV files refer to Unifier General User Guide.