Table of Contents
- Title and Copyright Information
- Getting Started with General Administration Guide
- Security Considerations
- Base Currency Confirmation
- Companies
- Administrators
- Permission-Based Security
- Company Workspace Landing Page (Admin)
- Program Landing Page (Admin)
- Shell Landing Page (Admin)
- Project Landing Page (Admin)
- Queries
- Dashboards in Unifier
- Self-Service Portal
- Access Control and AutoVue Stamps
- Adding & Managing Partner Companies
- Access Company Details (Edit Company Window)
- Background Jobs
- Event Audit Log
- Event Notifications
- uDesigner Overview
- User Administration
- Owner Company or Sponsor Company
- Partner Company or Member Company
- Assigning Application Access (Cloud Only)
- Editing User Permissions at Company, Shell, and Project Levels
- Importing User Attribute Form
- Adding and Managing Company Users
- Add a New Company User
- Collaborator User
- Delete a User
- Import Company Users (Add Users or Update Users)
- Export User Records
- Manage User Login Information (Security Tab)
- Manage a User's Group Membership (Groups Tab)
- Edit User Permissions (Permissions Tab)
- View User's Project, Program, and Shell Membership (Project/Shell/Program Tabs)
- Designate a Proxy User (Proxy Tab)
- Send Email to a Company User
- Unlock a Locked User Account
- Change the Status of Multiple Company Users
- View or Print User Audit Log
- Reactivating Users
- Creating Partner Companies, Users, and Permission Settings (On-Premises Only)
- Creating Partner Companies and Users (Cloud Only)
- Adding and Managing Partner Company Users
- Adding and Managing Groups
- Integration Users
- Managing Users in Bulk
- Creating and Managing User Preference Templates
- Creating an Approved Email List for Project/Shell Mailboxes
- Editing, Deleting, and Finding Email Addresses
- Importing and Exporting Email Addresses
- Managing Permissions and Access Control
- Announcements Node
- Working with the License Manager
- Running System Usage Reports
- Setting Permissions for Inbox
- Setting Permissions for Unpublished Attachments
- Task Reassignment (Company and Project)
- Program Administration
- Project Administration
- Creating and Managing Projects
- How to create and setup a project
- Creating a Project Template
- Defining Project (and Project Template) Properties
- Define general project properties (General tab)
- Define project location (Location tab)
- Add project currencies (Standards tab)
- Add a project image (Standards tab)
- Distribute an External Email Address for the Project (Standards Tab)
- Set up project progress tracking (Progress tab)
- Add links to other project-related web pages (Links tab)
- Select a project custom attribute (Custom tab)
- Create a Project Calendar (Calendar Tab)
- Company Sponsored Projects (Standards Tab) E-Signatures
- Updating Projects
- General procedure for updating project information
- Update users
- Update groups
- Update Business Processes and BP Setups
- Update User-Defined Reports
- Update access control
- Update cost sheet columns in a project
- Update Schedule of Values (SOV) Structure
- Update commitment funding structure
- Update Cash Flow Curve Properties and Permissions
- Update project cost or fund rules
- Update gates setups
- View update history
- Cancel a project update request
- Managing Member Companies
- Managing Project Users and Groups
- Setting up Automatic Status Update
- Create an Automatic Project Status Update Setup
- Choose the Order of Non-active Statuses (Settings Tab)
- Define Status Change Query and Trigger Conditions (Settings Tab)
- Define Project Status Update Schedule (Schedule Tab)
- Activate or Deactivate an Auto-update Status Setup
- Set Permissions for Automatic Update of Project Status
- Creating and Managing Projects
- Setting up Gates
- Example of a Gates Setup and Conditions
- Define the Project Phase List
- Create a Gates Setup
- Add Project Phases to the Gates Setup (Settings Tab)
- Configure Gates Conditions
- Configure Gate Elements
- Change the Order of Project Phases
- Define Gates Runs Schedule (Schedule Tab)
- Activate or Deactivate a Gates Setup
- Set User Permissions for Gates
- Unifier Activity Manager
- About Consent Notices (Administrator)
- Translating Custom Strings (Internationalization)
- Internationalization Node Properties
- Internationalizing Environments
- Translating Methods
- Assigning Permissions
- Displaying Custom Strings and System Strings
- Internationalization and CSV Files
- Internationalization and Web Services
- Internationalization (Email Notifications)
- Internationalization (Support for Tools)
- Internationalization (BI Publisher Custom Reports)
- Internationalization (Dashboards)
- Internationalization (Help Files)
- Internationalization (Spell Check)
- Internationalization (Date and Time Zone Formats)
- Internationalization (Audit Log)
- Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)
- Custom Templates (Custom Prints and Reports) Overview
- Assigning Roles and Permissions to BI Publisher User to Publish and Run Reports
- Creating Data Model (.XDM) File
- Custom Templates Windows Log
- BI Publisher Report Levels
- Sample XML Data for Custom Templates (Custom Prints and Reports)
- Creating BI Publisher Custom Print
- Creating Custom Email Template
- Publishing BI Publisher Custom Print
- Parameters for External Multiple Custom Print
- Creating BI Publisher Custom Report
- Download and Install BI Publisher Desktop for Microsoft Office
- Building Report Template (RTF)
- Publishing BI Publisher Custom Report
- Making a New Custom Report Appear in Navigation
- Setting Permissions for Custom Reports
- Running a Report
- Uploading a Template for External Data Model Type Custom Report
- Downloading Sample XML Data for Designing New Templates
- Modifying Existing XDM for Custom Report or Custom Print Configuration
- Adding a Dynamic Image in the Custom Print Template
- Adding a Dynamic Image in the Custom Report Template
- Adding a Dynamic Image in BI Publisher Report
- Adding Rich Text Data Element in BI Publisher Report and Custom Print
- Connect to the Database
- Configuring Project Numbering, Cost Codes, and Status
- Configuring the User Mode Navigator
- Create a New User Mode Navigator Configuration
- Create a New Grouping Node
- Rename a Grouping Node
- Change the Icon of a Grouping Node
- Move Nodes within the Navigator
- Remove Unused Modules from the Navigator
- Delete a Grouping Node
- Deploying a Navigator Configuration
- Delete a Navigator Configuration
- Restore the Navigator to Previous or Default Configuration
- Unifier Mobile Application
- Unifier and Other Oracle Applications
- Unifier and Primavera Analytics
- Analytics Node
- Analytics Log Properties
- Analytics Log (Business Process) Setup
- Analytics Log (Cash Flow) Setup
- Analytics Log (Cost Sheet) Setup
- Analytics Log (Generic Cost Sheet) Setup
- Analytics Log (P6 Summary Sheets)
- Analytics Log (Shells)
- Analytics Log (Space Manager)
- Analytics Log (Vendors)
- Scheduling Setup
- Access Control Changes for Analytics Node in User Mode Access
- Analytics Subject Areas and Unifier Data
- Granting Permissions to Setup Analytics
- Analytics and Dashboards
- Accessing the Unifier Analytics Dashboard in OBI
- Accessing Unifier from OBI server
- Action Links (from OBI to Unifier)
- Accessing Analytics from Unifier
- Publishing Unifier Data to Analytics
- Unifier Configurator and OBI Server for On-Premises
- Analytics Block
- Analytics Block and Shell Templates
- Unifier and Primavera P6
- Unifier and Primavera Gateway
- Unifier and Primavera Cloud
- Unifier and Primavera Analytics