Standards & Libraries
The Standards & Libraries grouping node contains the following functional nodes:
Calendars
Lets you create multiple calendars, which supports using a library of calendars that can be selected for use at the company, shell, and project levels and accounts for holidays and other non-working days in a range of locales.
Cash Flow
The Cash Flow node consists of the following functional nodes:
The Cash Flow feature is a way to view a time-based record of income and expenditures, which can be presented in tabular or graphical format. It enables users to create a baseline for project expenditures, track actual costs, and calculate future expenditures based on a known forecast or calculate from trends compared to “Baseline” curves.
Data Sources
Lets you define budget sources and curve types, and customize the display and order for graphical elements.
Distribution Profiles
Lets you create and manage profiles that can be used for the display of cash-flow graphics.
Templates
Lets you create and manage templates used in the display of cash-flow graphics.
Currencies
Use this node to create and manage different currencies to suit business requirements.
Exchange Rates
Use this node to create and manage the exchange rates for different currencies.
Permission Templates
Lets you create templates for permission sets that you can subsequently apply to individual users or to group.
User Preference Templates
Lets you create templates for a default set of user-based preferences that you can subsequently apply to existing users and to new users.
Approved Email List
In addition to the dedicated company email address that was originally specified for your company, use this node to create and manage project/shell-specific identifiers that are used in conjunction with the company email. You can also specify additional email addresses that are approved for use within your organization.
Period Structure
Use this node to define and manage time periods that support cost calculation for budgets used in cash flow and portfolio management. The default setting is monthly, but you can define alternate periods such as different fiscal years, quarterly periods, twice yearly periods, and so on.
Seasonal Dates
Supports work-order management for preventive maintenance.
P6 Data Sources
Displays a list of P6 data sources.
The P6 Data Sources enables you to access the following information, based on your permissions:
Data source
Captured from P6 Summary Sheets, for use in Cost Sheets or Cost Sheets Templates.
Examples of P6 Data Sources: Current Schedule Summary, Original Baseline Summary, Sanctioned Baseline Summary
Dataset for the attribute "Type" for P6 Summary Sheets
Note: Unifier allows a maximum of 12 P6 Data Sources to be integrated, with "Current Schedule" as one of the 12 P6 Data Sources must be named.
See Also
Company Workspace Landing Page (Admin)
Configuration Package Management
Company Sponsored Projects (Standard)
Last Published Saturday, July 13, 2024