Table of Contents

• Title and Copyright Information
• Getting Started with General Administration Guide
• Security Considerations
  • Authentication: How Users Sign On
  • Authorization: What Users Can Access
  • Endpoint Security
  • Confidentiality
  • Integration with Other Applications
  • Security for Developers - API Security
  • Establishing Security Contacts
• Base Currency Confirmation
• Companies
• Administrators
• Permission-Based Security
• Company Workspace Landing Page (Admin)
  • User Administration
  • General Administration
  • Data Structure Setup
  • uDesigner
  • Configuration
  • Integrations
  • Standards & Libraries
  • Configuration Package Management
  • System Information
  • Templates
  • Company Workspace
  • Programs
  • Company Sponsored Projects (Standard)
  • Company Sponsored Shells
• Program Landing Page (Admin)
• Shell Landing Page (Admin)
• Project Landing Page (Admin)
• Queries
  • How Queries Work
  • Using Formulas or Conditions in Queries
    • Field Value Comparison
    • Date Plus or Minus
    • Date Difference
    • Compare Date Fields
    • Dynamic Date Value
    • Between Dates
  • Assignee Filter Query Condition
  • Query Based Data Element (QBDE)
  • Defining the Format of the Currency for QBDE
• Dashboards in Unifier
• Self-Service Portal
• Access Control and AutoVue Stamps
• Adding & Managing Partner Companies
  • Add a Partner Company
  • Remove a Partner Company
  • View Partner Company Profile
• Access Company Details (Edit Company Window)
  • Edit Company (General Tab)
  • Edit Company (Address Tab)
    • Manage Company Addresses (Address Tab)
  • Edit Company (Security Tab)
    • Manage Company Password Policy (Security tab)
  • Edit Company (Contact Tab)
    • Manage Support and eLearning Contact Information (Contact Tab)
  • Edit Company (E-Signatures Tab)
  • Edit Company (Outgoing E-mails Tab)
• 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
    • User Type
    • Adding a Partner Company User
    • Managing Partner Company User: Status, Groups, and Permissions
    • Changing the Status for Multiple Partner Users
    • Importing and Exporting Company and Partner Users
    • Reactivating Users
  • Adding and Managing Groups
    • Create a New Group
    • Add Users to a Group (Members Tab)
    • Edit Group Permissions (Permissions Tab)
    • Delete a Group
  • Integration Users
    • Creating Integration Users
    • Updating Permissions for Integration Users
    • Printing and Exporting Integration Users
    • Access Control for Integration Users
  • Managing Users in Bulk
    • Change User Group Assignments or Add New Users in Bulk
    • Update Multiple Company or Partner Users
  • Creating and Managing User Preference Templates
    • Create a User Preferences Template
    • Update Users with User Preferences Template
    • View Update Users History
    • Cancel a User Update Request
  • 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
    • Permission Tab versus Access Control
      • Access Control
      • Permissions Tab
    • Edit User or Group Permissions using Access Control
    • Create or Edit a Permission Template
    • Generate and Print an Access Information Report
  • Announcements Node
    • Announcement Properties
    • Access Control for the Announcements Node
    • Site Administrator Announcements Log
  • Working with the License Manager
    • View License Manager Terms and Usage
    • Set Up License Manager Scheduled Runs and Notifications
    • Print License Manager Information
    • View or Print the License Manager Audit Log
  • Running System Usage Reports
    • Run a System Usage Report
    • System Usage Report Types
  • Setting Permissions for Inbox
  • Setting Permissions for Unpublished Attachments
  • Task Reassignment (Company and Project)
    • Active User Tasks
    • Inactive User Tasks
    • Reassigning Tasks (Workflow)
    • Reassigning Tasks (Scenarios)
    • Views
    • Workflow of Reassigning Tasks (Company)
    • Workflow of Reassigning Tasks (Project)
    • Reassigning Tasks Access Control
    • New Assignee Email Notifications
• Program Administration
  • Creating and Managing Programs
  • Creating a Project
    • Grant Permission to Administer Projects or Project Templates
    • Create a Project by Copying a Template or Project
    • Create a New Project Manually
    • Add Cost Sheet
    • Manage Projects
    • Activate or Deactivate a Project
  • Creating a Program
  • Defining Program Properties
    • Define Program General Properties (General tab)
    • Add or Remove Projects or Shells From a Program (Projects tab)
    • Setting up Program Progress Tracking (Progress tab)
    • Add Links to Other Program-Related Web Pages (Links tab)
  • Program User Administration
    • Add Users or Groups to a Program
    • Grant Program Permissions (Access Control)
• Project Administration
  • Creating and Managing Projects
    • How to create and setup a project
    • Creating a Project Template
      • Access project templates
      • Create a project template
      • Create a project template by copying a template or project
      • Set up modules in the project template
      • Manage Project Templates
    • 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)
        • Modify a Project Calendar
      • 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
      • Cost Column Project Update Rules
    • 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
    • Add a member company to a project
    • View member company profile
    • Remove a member company from a project
  • Managing Project Users and Groups
    • Add a user to a project
    • View or edit a project user's profile
    • Create and Manage Project Groups
    • Grant project user permissions through Project Access Control
    • Generate and print access information report
  • 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
• 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
  • Activity Manager Permissions
  • Master Rate Sheet Permissions
• About Consent Notices (Administrator)
  • About Personal Information
  • Cookies in the system
  • Permission Control for Consent Notice
  • Your Responsibilities
    • Personal Information (PI) Data in the system
    • Configuring Consent Notices
      • Configuring Consent Notices for User Signing In through Web
        • Auditing Consent Notices for Users Signing In through Web
      • Configuring Consent Notices for Bidders Signing In through Web
        • Auditing Consent Notices for Bidders Signing In through Web
• Translating Custom Strings (Internationalization)
  • Internationalization Node Properties
  • Internationalizing Environments
  • Translating Methods
  • Assigning Permissions
  • Displaying Custom Strings and System Strings
    • Administration Mode
  • 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
    • Custom Print Window (General tab)
    • Custom Print Window (Template File tab)
    • Custom Print Window (Sample Data tab)
  • Creating Custom Email Template
  • Publishing BI Publisher Custom Print
  • Parameters for External Multiple Custom Print
  • Creating BI Publisher Custom Report
    • Custom Report Window (General tab)
    • Custom Report Window (Views tab)
    • Custom Report Window (Query tab)
    • Custom Report Window (Parameters tab)
    • Custom Report Window (Template File tab)
    • Custom Report Window (Sample Data tab)
  • Download and Install BI Publisher Desktop for Microsoft Office
  • Building Report Template (RTF)
    • Creating a Report with Line Items
      • Formatting Data
      • Adding Summary Page to Report
      • Adding a Chart
      • Adding Headers and Footers
      • Adding BI Fields to RTF File Header or Footer
      • Importing a Template
      • Adding a Report to Navigator
      • Setting Permissions on Report
      • Running the Report
    • Advanced BI Publisher Functions
  • 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
  • Create and Manage Project Categories (Organize Projects)
• 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)
      • Data Mapping - Space Types Tab
      • Data Mapping - Level Tab
    • 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
    • P6 Data Sources Node
    • P6 Activity Data
    • P6 Activity Picker Query Configuration
    • P6 Data and Cash Flow Templates
  • Unifier and Primavera Gateway
    • Unifier Objects and Gateway
    • Gateway Objects and Unifier Provider Objects
    • Gateway Node in Unifier
    • Business Objects Node in Unifier
      • Deploy to Gateway
      • History
      • Find
    • Configuring Permissions for Business Objects
    • Unifier Provider, Unifier, and Gateway
      • Project/Shell
        • Project/Shell Data Dictionary
        • Project/Shell Business Flow
        • Project/Shell Synchronization
        • Project/Shell End-to-End Solution
      • Business Processes
        • Business Processes Data Dictionary
          • Summary Payment Application (SPA) SOV type BPs
          • Unifier Provider BP Objects and Gateway Objects
        • Business Processes Business Flow
        • Business Processes Synchronization
        • Business Processes End-to-End Solution
      • Roles
        • Roles Data Dictionary
        • Roles Business Flow
        • Roles Business Flow (Destination App Parameters)
        • Roles Synchronization
        • Roles End-to-End Solution
      • Resources
        • Resources Data Dictionary
        • Resources Business Flow
        • Resources Synchronization
        • Resources End-to-end Solution
      • CBS Codes
  • Unifier and Oracle Primavera Cloud
    • Integrating Unifier with Oracle Primavera Cloud Overview
    • Permissions for Oracle Primavera Cloud Integration Settings
    • Sending and Receiving Cash Flow Data
    • Reviewing the Planned Budget and Submitting Results
    • Oracle Primavera Cloud Integration in Unifier
      • Connect for Oracle Primavera Cloud Integration
      • Cash Flow Configuration
    • Oracle Primavera Cloud Integration in Unifier Shell
    • Oracle Primavera Cloud Integration and Unifier Cash Flow (User Mode)
    • Oracle Primavera Cloud Integration in Company Sponsored Shells
    • Sending Cash Flow Values from Unifier to Oracle Primavera Cloud
    • Receiving Data from Oracle Primavera Cloud Project Cash Flows