Table of Contents
- Welcome to Primavera Unifier
- 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- Setting Permissions for Unpublished Attachments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
- Getting Started with Modules Setup Administration Guide
- Setting up Data Structure
- Setting up Shells
- Shell Administration and Set up
- Importing Shells
- Setting Permissions to Configure Shell Types in the Shell Manager
- Configuring Shells
- Update Generic Cost Sheet Columns and Rows
- Update Standard Cost Sheet Columns
- Configuring Shell Manager Configuration Package
- Setting Permissions to Administer Shell Templates
- Accessing a Created Shell Template
- Setting Permissions to Create or Modify Shell Instances
- Creating a Shell
- Integration Tab
- Managing Shells
- Packaging Single Instance Shells
- Updating Shells
- Updating Shell Formation - General Procedure
- Updating Shells, Users
- Updating Shells, Groups
- Updating Shells - Setup Node, Business Process
- Updating Shells - Setup Node, Dashboards
- Updating Shells - Setup Node, Gates
- Updating Shells - Setup Node, Planning Manager
- Updating Shells - Setup Node, Resource Manager
- Updating Shells - Setup Node, Configurable Modules (Classes)
- Updating Shells - Configurable Modules Node (Sheets)
- Updating Shells - Rules Node
- Updating Shells - Cost Manager Node, Cash Flow
- Updating Shells - Cost Manager Node, Cost Sheet
- Updating Shells - Cost Manager Node, Funding - Funding Sheet
- Updating Shells - Cost Manager Node, Funding - Commitment Funding Sheet
- Updating Shells - Cost Manager Node, Schedule of Values - General Spends
- Updating Shells - Cost Manager Node, Schedule of Values - Payment Applications
- Updating Shells - Cost Manager Node, Schedule of Values - Summary Payment Applications
- Updating Shells - Document Manager Node
- Updating Shells - Space Manager Node, Levels Sheet
- Updating Shells - Space Manager Node, Stack Plans
- Updating Shells - Schedule Manager Node, Schedule Sheets
- Updating Shells - Activity Manager Node, Activity Sheet
- Updating Shells - Access Control Node
- Updating Cost Sheet Columns in a Shell
- Update Schedule of Values Structure
- Updating Shells - Reports Node
- Update Commitment Funding Structure
- Update Cash Flow Properties and Permissions
- Update Generic Cost Sheet Columns and Rows
- View Update history
- Cancel a Shell Update Request
- Updating Shell Templates
- Access Control
- Business Process and Workflow Setups
- Gates
- Dashboards
- Rules
- Cash Flow
- Cost Sheet Columns
- Commitment Funding Sheet
- Document Manager
- General Spends (SOV Structure)
- Payment Applications (SOV Structure)
- Summary Payment Applications (SOV Structure)
- Reports (User-Defined Reports)
- Activity Sheets
- Setting Up View Forms in Shell Attributes
- Dedicated Mailbox for Shells
- User Permissions and Navigation
- How to Set Up Gates
- Example of a Gates Setup and Conditions
- Define the Phase List
- Create a Gates Setup
- Delete a Gates Setup
- Add Phases to the Gates Setup (Settings Tab)
- Access Gate Configuration View
- Configure Gate Elements
- Change the Order of Phases
- Define Gates Runs Schedule (Schedule Tab)
- Activate or Deactivate a Gates Setup
- Set User Permissions for Gates
- Editing Multiple Shells at once with Bulk Edit
- About Shell Dashboards
- Setting Shell Instance Dashboard Permissions
- Creating a Shell Dashboard in a Template
- Copy a Shell Dashboard
- Modify Shell Instance Dashboard Properties
- Delete a Shell Instance Dashboard
- Find a Shell Instance Dashboard
- Set User or Group Permission for a Shell Instance Dashboard
- Set a Default Shell Dashboard
- Migrating Projects (Standard) to CBS Shells
- Setting up Automatic Update of Shell Status
- Create an Automatic Shell Status Update Setup
- Choose the Order of Non-Active Statuses (Settings Tab)
- Define Status Change Query and Trigger Conditions (Settings Tab)
- Define Shell Status Update Schedule (Schedule Tab)
- Activate or Deactivate an Auto-Update Status Setup
- Set Permissions for Automatic Update of Shell Status
- Setting up Data Structure Setup Node
- Setting up Multiple Company Calendars
- Setting up Business Processes
- Master Log - Business Processes Node
- Advanced Logs and Standard Logs
- Importing Business Processes
- Configuring Business Processes
- Configuring Business Process Configuration Package
- General Procedures for Setting up Business Processes
- Loading a Business Process
- Setting up a Non-Workflow Business Process
- Basic Non-workflow Set Up in General Tab and Settings Tab
- Set up email notification for a non-workflow BP
- Set up auto-creation for a non-workflow BP or planning item
- Set up record and line item copy options
- Single-Record Business Processes
- Set up View Forms for Non-Workflow Business Processes
- Set up Record Properties for Non-Workflow Business Processes
- Setting up a Workflow Business Process
- Business Process Node
- Workflow Setup Node
- Basic workflow setup in General tab
- Designate additional editors for Business Process records
- Set up Email Notification for a Workflow BP
- Set up auto-creation for a workflow BP
- Workflow Setup in General and Setting Tabs
- Define the Business Process Workflow
- Set up View Forms for Workflow Business Processes
- Set up Record Properties for Workflow Business Processes
- Creating, Adding, and Deleting Business Process Help Files
- Auto-creating BP Record or Planning Item Based on Conditions or Frequency
- Setting up Auto-Creation of Cash Flow Curves from Contracts
- Copying Workflow Setups from Other Schemas
- Importing Workflow Setups from One Company to Another Company In the Same Environment
- Setting up a Blanket Purchase Order Summary Template
- Setting up a Base Commit Business Process
- Setting up a Request for Bid (RFB) Business Process
- Business Process Permission Settings
- Business Process Functionality
- Query-Based Tab in Business Processes
- Creating Query-Based Tab in Business Processes
- Setting up Updates for Business Process Records
- Setting up the Asset Manager
- Importing Asset Classes
- Configuring the Asset Manager
- Configuring Asset Manager Configuration Package
- Grant Asset Class Template Permissions
- Creating and Managing Asset Templates
- Creating a Depreciation Schedule (Classic view)
- Setting Up and Managing Asset Sheets
- Managing Asset Sheet Properties
- Map asset sheet columns to company account codes
- Associating Projects with Asset Classes
- Setting up the Code and Records-based Configurable Manager
- Setting Permissions to Import Configurable Managers
- Importing Code and Records-Based Configurable Managers
- Deleting a Material Inventory Manager
- Setting Permissions to Import Classes
- Importing Classes for Code and Records-based Configurable Managers
- Configure configurable manager classes
- Run an Error Check on a Class
- Configure a Data Picker for the Manager
- Setting Template Administration Permissions
- Managing Class Template Sheets (Classic view)
- Managing Class Template Sheets (Standard view)
- Setting User Permissions for Code and Records-Based Managers
- Setting up the Cost Manager
- Cost Manager Overview
- Cost Managers and Unifier Functional Areas
- About Currencies and Exchange Rates
- Setting up Cost Sheets
- How to Set Up the Cost Manager (Cost Sheets)
- Importing the Cost Attribute Form
- Configuring Cost Manager Permissions
- Cost Sheet Template at Company Level
- Cost Sheet Template at Shell Level
- Adding Cost Rows (CBS Codes)
- Creating Worksheet Templates
- Managing Cost Templates
- Creating a Project or Shell Cost Sheet
- Setting up a Program Cost Sheet
- Setting up the Company Cost Sheet
- Deleting Cost Sheets
- Setting up a Company Accounts Sheet
- Setting up the Funding Manager
- How to set up the Funding Manager
- Importing Fund Attribute Form
- Creating a Company Funding Sheet
- Creating a Project or Shell Funding Sheet Template
- Creating a Project/Shell Funding Sheet
- Defining Fund Assignment Options for Project/Shell Funding
- Creating Commitment Funding Sheet Templates
- Defining Fund Assignment Options for Commitment Funding
- Setting Up Schedule of Values (SOV)
- Setting Up Cash Flow
- How to Set Up Cash Flow
- Grant Yourself Permissions to Configure Cash Flow
- Create a Cash Flow Distribution Profile
- Delete a Distribution Profile
- Edit a Distribution Profile
- Creating Cash Flow Data Sources
- Delete a Cash Flow Data Source
- Edit a Cash Flow Data Source
- Distributing Cost Data
- Cash Flow Curve Templates
- Create Roll-up Templates
- Setting up the Rules Engine
- Setting up a Generic Cost Manager
- Setting up the Document Manager
- Setting up the Planning Manager
- Importing a Planning Type
- Granting Yourself Permissions
- Creating a Default Structure for the Planning Sheet
- Configuring the Planning Type
- Deleting a Planning Manager
- Configuring Planning Manager Configuration Package
- Granting Planning Setup Permissions
- Loading the Planning Manager
- Granting User Permissions
- Master Log - Planning Items for the Planning Manager
- Setting up the Portfolio Manager
- Setting up the Resource Manager
- Set Up Resource Manager
- Configuring Resource Manager at Company-level
- Configuring Resource Manager Configuration Package
- Creating Roles and Resources
- Create a Role
- Add a Billable Rate to a Role (Rates Tab)
- Add Resources to a Role (Resources Tab)
- Import Roles
- Create a Resource
- Add a Role to a Resource (Roles Tab)
- Add a Skill Set to a Resource (Skills Tab)
- View and Manage Resource Booking Details (Calendar Tab)
- View Resource Project/Shell Booking Information (Projects/Shells Tab)
- Import Resources
- Update Resource Information by Importing
- Setting up the Resource Manager in Projects or Shells
- Setting up the Schedule Manager
- Additional Options for Setting Up the Schedule Manager
- Importing an Activity Attribute Form
- Create Schedule Sheet Templates
- Deleting Schedule Sheets
- Grant Schedule Manager Permissions to Users
- Refresh Schedule Sheet Data
- Updating Schedule Sheet Properties from Templates
- Update Schedule Sheet Activities from Templates
- Importing Schedule Files
- Scope Management Setup
- About activity-level editing
- Permissions for the System WBS Sheet
- Setting up the Earned Value Management Permissions
- Setting up the Space Manager
- Setting up the User-Defined Reports
- Creating and Setting up a UDR Template
- UDR Data Types
- Accessing UDR Templates
- Creating a UDR Template
- General Tab (All Reports)
- Data Elements Tab (Tabular Report)
- Data Elements Tab (Cross Tab Report)
- Data Elements Tab (Summary Report)
- Data Elements Tab (Alert Report)
- Data Elements
- Query Tab (All Reports)
- Layout Tab (All Reports)
- Layout Tab (Page Setup Setting)
- Layout Tab (Title Page, Header, Footer, Summary Page Settings)
- Layout Tab (Cross Tab Setting)
- Layout Tab (Group By Setting)
- Projects Tab (Program-Level Reports, All Types)
- Shells Tab (Shell-level Reports, All Types)
- Permission Tab (All Reports)
- Schedule Tab (All Reports)
- Add and Manage Data Elements (Columns) to the Report
- Manage Report Column (Data Element) Properties
- Set Auto Range
- Grant Report Edit or Run Permissions to Other Users
- Define Report Queries (Query Condition)
- Set up Title Page, Header, Footer, and Summary Page
- Schedule Report Runs
- Enable a Report for Web Services Integration
- Access Control Permissions for UDRs
- Creating User-Defined Project, Shell, Program, and Company Reports
- Creating and Setting up a UDR Template
- Configuration Package Management
- Accessing Configuration Package Management Node
- Component Lists
- Add-on Component Lists
- Configuration Packages
- Add-on Component Lists and Add-on Configuration Packages
- Add-on Configuration Packages
- Creating Component List
- Component Analysis for Component Lists
- Creating Configuration Packages
- Configuration Package with Custom User Attributes (Exporting)
- Configuration Package with Custom User Attributes (Importing)
- Component Analysis for Add-on Component Lists
- Importing Configuration Packages
- Viewing Configuration Packages
- Transferring Configuration Package (On Premises Only)
- Installing Base Products (On Premises Only)
- Including Stamps in Configuration Package
- Title and Copyright Information