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Signing In to Self-Service Portal

Portal Users

Portal users can access the Unifier website and Portal website. Once the Portal user logs in, the Portal landing page is displayed.

Self-Service Portal

Certain business processes can be enabled for access through the Self-Service Portal. The actions users can take through the Self-Service Portal are:

• Create a business process
• Modify a business process
• Add or remove business process attachments
• Add General Comments to a business process

Sign in to the Self-Service Portal

To sign into the Self-Service Portal Landing Page:

1. In your web browser, enter the URL you use to access Primavera Unifier, followed by /portal. For example: https://your-web-address.com/portal
2. Enter your Self-Service Portal user name and password.
3. Click the Sign In. The landing Page opens.

   Note: You must have the proper permissions to use the options indicated below.

Self-Service Portal Navigation

The Portal has a fixed Home tab along with Portal Business Processes (BPs) tabs.

• You can re-sequence the tabs through drag-and-drop.
• Unifier retains the last saved tab sequence.
• You cannot close the tabs.

To open or edit an existing record:

1. Click the business process tab. The business process log opens in the right-hand pane, listing all available records that you have permission to view.
2. Select the record from the log and click Open (or double-click the record from the log.) The record opens in the view-only mode.
3. To edit the details, click Edit.
4. To submit the edited record, click Submit.

   Note: You must have the proper permissions to create, view, or edit portal-enabled records.

Self-Service Portal Home Page (Landing Page)

If your administrator has setup an active (Home) landing page, then the active (Home) landing page is displayed. If your administrator did not setup an active (Home) landing page, then a system-provided Home landing page is displayed. The system-provided Home landing page has the following attributes:

• This page contains pie-charts for each of the BPs.
• The pie-chart has status-based colors corresponding to the status of the BP.
• If there are no records for a given portal BP, then an informational text is displayed. Under each pie-chart a grid is displayed that contains the Record Number, Title, and Status information.
• Only the top five records are displayed, in descending order, based on the last updated date.
• You cannot open the record from the grid. When you click the pie-chart, Unifier opens the respective BP tab.
  

  Note: All the Portal enabled BPs will get a tile on the Portal landing page, based on user permission. If there are more than 3 BPs, then Unifier displays a scroll-bar for viewing more tiles. The order of tiles is determined by the most recently updated BP records.

Self-Service Portal Business Processes Log Page (Master Log - Business Processes Grouping Node)

The log page enables you to see the records and conduct the following:

• Create: To create new records.
• Actions: To select the following options for bulk selection of records:
  • Bulk Edit: This option is displayed if you have the permission.
  • Print: Provides user the ability to print multiple records as per the selected format (HTML, PDF, and Custom)
  • Transfer Ownership: Transferring the ownership to another user. This option is available if you have the "Modify Ownership" permission.
  • Terminate Record: Terminating a record. This option is available if you have the "Terminate Workflow" permission.
• View: To see the views that have been defined in Business Process Configuration. For example: All Records, Records Created by Me, Create New View, and Manage Views.
• Edit View (  ): To edit the view settings.
• Refresh (  ): To refresh the items on the page.
• Print: To print the log content, Export to CSV, or Export to Excel.
• Search (  ): To open the Search window and search the log based on pre-defined uDesigner search fields.
• Find Page (  ): To conduct a search within the displayed page content.
• Help (  ): To view help options.

The gear (  ) menu, displayed in front of each record when hovering over the record, enables you to:

• Open: To open a record.
• Copy with Attachments: To copy a record.
• Copy without Attachments: To copy a record.
• Print - HTML: To print a record.
• Print - PDF: To print a record.
• Print - Custom: To print a record.
• Transfer Ownership: To transfer the record ownership to another user. This option is available when the user has "Modify Ownership" permission, only.
• Terminate Record: To terminate a record. This option is available when the user has "Terminate Workflow" permission, only.

When you select a record, the log page displays a pane on the right-hand side of the page. Use this pane to see the record details and attachments by using the following tabs:

• Record Details
• Attachments

Self-Service Portal: Creating and Submitting a New Record (Existing Users Only)

1. Select a business process to work with from the log in the left Navigator.
2. Click New.

   Note: The New option displays if this element is designed in Unifier Configuration. If not, you need to click Create, as explained below.

3. Fill out the business process form.
4. Click Submit.

Self-Service Portal: Preferences (User Preference)

The Preferences window enables you to enter specific information by using the following tabs:

• General

  The Personal Information contains the First Name and Last Name fields, only.

• Security

  Some of the options are not available for cloud customers.

• Email Subscription

  This option is not available in Self-Service Portal.

• Region Format
• Proxy

  This option is not available in Self-Service Portal.

• More

See Preferences for additional details about the Preferences window.

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Last Published Wednesday, December 20, 2023