Getting Started with Modules Setup Administration Guide
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.
This document explains how to set up the Unifier modules that are used in the admin mode, or in the user mode, of operation.
Access to Unifier functionality is granted through permissions. The ability to utilize a specific function depends on permissions settings (accessed in Admin mode).
Primavera Unifier has two modes of operation:
- Admin (Administration) mode
Company administrators work in Admin mode to set up, for example, company, program, and project or shell properties, user permissions, templates for major features, and data structures. Administrators also configure and set up business process (BP) workflows.
- User mode
Users spend most of their time in the User mode. The User mode allows users to perform day-to-day activities, collaborate through business processes and Mailbox, maintain, for example, the Cost Manager, Schedule Manager, and Document Manager, and run reports.
The Unifier User Guide explains how to use the options that are available in the user mode of operation.
You can switch between modes using the mode icons (
User mode and 
Admin mode).
Note: This option is not available in the Home workspace because it does not support Admin mode.
Last Published Monday, August 28, 2023