Getting Started with General Operations
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.
Primavera Unifier is a project lifecycle management solution for capital planning, project delivery, cost control, and facilities and real estate management. Unifier provides governance across all project phases, from planning and building to operations and maintenance.
There are two modes of operation:
- User mode
:Used to enter and access information and perform tasks. Most users do their work in User mode. The User mode allows users to perform day-to-day activities, collaborate through business processes and Mailbox, maintain managers (for example, Cost Manager, Schedule Manager, and Document Manager), and run reports.
- Admin mode
:Used for all administrative tasks to set up and configure features and modules. Access to Admin mode functions is usually limited to a few users within a company. Company administrators work in Admin mode to set up, for example, company, program, and project or shell properties, user permissions, templates for major features, data structures, and configure and set up business process (BP) workflows.
You can switch between modes using the mode icon
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.
Permissions (Access Control)
The ability to utilize a specific function depends on the Permissions Settings (accessed in Admin mode). At the Company Workspace (company level) > Admin mode > User Administration > Access Control functional node, you can access permission settings for:
- Administration mode access
- User mode access
Access to Unifier functionality is granted through Access Control or Permissions.
Note: This option is not available in Home workspace because the Home workspace does not support the Admin mode.
The Unifier user guides are:
- Unifier General User Guide
- Unifier Programs, Shells, and Projects User Guide
- Unifier Business Processes User Guide
- Unifier Managers User Guide
Each user guide explains how to use specific parts of the application.
The following explains how to work with Unifier:
- Consent notices
- Cookies policy
- Information for first time users
- System configuration
- Browsers and settings
- User interface
- Sign in
- Self-service portal
- Security
- File viewer
- Modes of operation
- Navigation
- Modules overview
- Common procedures
- P6, Unifier, and Gateway
- Reports
- Mobile device
In This Section
Last Published Wednesday, December 20, 2023