Table of Contents

• Title and Copyright Information
• Working with Business Processes
  • Best Practices for Working with Business Processes
    • Auto-creation Conditions
  • Business Processes
    • Workflow and Non-workflow BPs
    • Business Process Types
      • Cost Type BP
      • Document Type BP
      • Line Item Type BP
        • Preventive Maintenance BP
      • Project/Shell Creation Type BP
      • Request for Bid (RFB) Type BP
      • Resource Type BP
      • Simple Type BP
      • Text Type BP
    • Business Process Step Editor
    • Business Process Dates and Calendars
    • Working with Quick Calendar Entry
      • Other Calendar Features
    • Business Process Forms
      • Parts of the Form
      • Auto-sequencing and Unique Values in Fields
      • Pickers
      • CBS Picker
      • WBS Picker
      • User Picker and Group Picker
      • Shell Data Picker
    • Completing a BP Record Form
      • Editing Values on a BP Record Form
      • Supported Data Pickers
    • Creation Step
    • Update Step
    • View Step
    • About Workflows
    • Auto-Populating Fields in a BP Record
    • Reverse Auto-Populating (RAP) Fields in a BP Record
    • Viewing Messages or Cc'd Tasks
    • Accessing a BP Record from an External System
    • Business Processes in Company Logs and Logs Nodes
    • Creating a Business Process (BP) Record
      • Manually Creating a BP Record from a BP Log
      • Manually Creating a BP Record from the Master Log
      • Manually Creating a BP Record from the Tasks Log
      • Creating a BP Record by Copying an Existing BP Record
      • Copying a BP Record in Master Log
      • Visibility of Properties Tabs in BPs
      • Auto-Creating BP Records
        • Auto-Create a BP Record from a Workflow Step (S-Step)
        • Auto-Create a BP Record, or Line Item, Based on Conditions or Frequency
        • Bypassing the Initiation Step (I-Step)
        • Examples of Auto-Creation
        • Rules for Checking Conditions for Auto-Creation
          • Rule 1
          • Rule 2
          • Rule 3
        • Auto-Creation in Operation
          • Change Commit
          • Attachments
        • Schedule BP Auto-Creation Dynamically
        • Stop Auto-Creation
        • Create a BP Record, or Line Item, with Manual Auto-Creation
        • Auto-Create SPA Commits with Variable Unit Cost Lines
      • Creating a BP Record in Document Manager
      • Creating a BP Record from a Template
        • Scheduling a Run
        • Template Status
      • Creating BP Templates and Scheduling BP Creation
        • Creating a BP Template
        • Changing Template Status (Draft and Complete)
        • Scheduling Automatic BP Record Creation Based on a Template
        • Editing or Deleting a BP Template
        • Editing or Canceling a BP Template Schedule
        • Failed Scheduled BP Record Creation
      • Using CSV and RESTful Services
    • Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk
      • Microsoft Excel Format for Creating BP Records
      • Microsoft Excel Format for Creating Line Items for BP Records
      • Microsoft Excel Spreadsheet File Format For Bulk Update Export/Import Process
      • Error File Spreadsheet Format of Bulk Update Import Process
    • Viewing the Import Audit Log
    • Filling Out a Business Process Form
    • Saving a Draft of a Workflow Business Process
    • Accessing Custom Business Process Help PDF File
    • Adding and Managing Line Items
      • Adding Line Items
      • Editing and Deleting Line Items
      • Copy Line Items
      • Filtering the Line Item List
      • Line Item Consolidation
      • Grouping Line Items
      • Adding Line Item Attachments
      • Removing Line Item Attachments
    • Restricting Line Items by Using Copy with Conditions Option
    • Adding and Managing Line Items Using the Grid View Feature
      • Add Line Items using the Grid
      • Link Line Items to other Business Process Records
      • Edit Line Items using the Grid
      • Insert a Row into the Grid
      • Manually create a business process from the Grid
      • Copy a Line Item on the Grid
      • Adding and Managing Line Items in Document-type BP Without Folder Structure
    • Adding and Managing Comments
      • Add Comments to a Business Process Form
      • Add Comments to a Document Type Business Process
      • View Comments
      • Edit or Delete Comments
      • Hide Comments
    • Working with Query-Based Tabs
      • Using or Viewing a Query-Based Tab
        • Using Query-Based Tab Logs
      • Query Based Data Element (QBDE) Evaluation
    • Working with File Attachments and Markups
      • Adding Attachments
      • Opening an Attachment
      • Renaming an Attachment
      • Attach Files to Comments Section of a Business Process
        • Attach Files to a Document-type BP from My Computer
        • Attach Files to a Document-type BP from Unifier Folder
      • Document-Type Business Process Forms (Without Folder Structure)
        • Adding Attachments to the Line Item
        • Importing Attachments (Without Folder Structure)
      • Document-Type Business Process Forms (With Folder Structure)
        • Adding Attachments to the Line Item
        • Importing Attachments (With Folder Structure)
        • Copying Folder (Standard View)
      • Attach Files to Document-Type Business Process Forms
      • Add Markups to a Business Process Attachment
      • View Attachments in a Business Process
      • Download Attachments in a Business Process
      • Revising and Reviewing Attachments in a Business Process
      • View Graphic Markups in a Business Process Attachment
      • Publish Attachments or Revised Attachments in a Business Process
      • Remove Attachments from a Business Process
      • Comparing File Attachments
      • Republishing DM Document from BP Record
    • About Linking Business Process Records to other Business Process Records
      • Linking BP Records to other BP Records
      • Manage Linked Records
    • Working with Linked Mail
      • Composing Linked Mail
      • Adding from Project Mailbox
      • Manage Linked Mail
      • Reply To or Forward a Linked Mailbox Message
      • View the List of Linked BPs from a Mailbox Message
      • Send and Manage Linked Mailbox from RFB Forms
    • Attaching External Emails from the Project or Shell Mailbox to a Record
    • Sending Attachments for E-Signature
    • Adding or Viewing a Map (Geocoding)
    • Adding an Image
    • Adding or Updating a Hyperlink
    • Viewing Referencing Records
      • View a List of Referencing Records
      • What you can do on the Reference Records Graphic window
    • Participating in a Workflow
      • Completion Policies and Resolving Actions
        • Statuses
      • Working with Tasks
        • Taking Action on your Task
        • Taking Action on Multiple Tasks at the Same Time
        • Accepting your Tasks
        • Undoing Accepting your Tasks
        • Declining a Task
        • Completing a Business Process Form
        • Assigning Users for the Next Step or Sending a Copy
        • User Picker and Group Picker
        • View User Profile
        • Modifying Step Due Date
        • Adding Additional Assignee or Sending Additional Copy
        • Completing Tasks via Email
    • About Email Notifications for Business Processes
      • Email Notifications for Workflow Business Processes
      • Email Notifications for Non-Workflow Business Processes
    • Managing Business Process Records
      • Transferring Ownership - Business Process Records
      • Granting or Updating Record Permissions for Non-Workflow Business Processes
      • Editing Business Process Records
        • Editing a BP Record for Editors
        • Editing a BP Record from Master Log - Business Processes Node
        • Editing Multiple BP Records (Bulk Edit)
        • Editing Multiple BP Records (Bulk Edit) from Master Log - Business Process Node
        • Exporting BP Records Using Bulk Update From Business Process Log Node
        • Importing BP Records Using Bulk Update From Business Process Log Node
        • Viewing Bulk Update Import Data History Details
        • Viewing Error Details of the Bulk Update Import Process
        • Error File Spreadsheet Format of Bulk Update Import Process
        • Reusing the Error File Spreadsheet For Bulk Update Import Process
      • Auditing Business Processes (Audit Log)
    • Printing and Distributing BP Forms
      • Print a BP Form in Different Formats
      • Custom Format Print Options for BPs
      • Print Using a Custom Layout
      • Send a PDF Copy of a BP Form via Mailbox
    • Auto-Populating BP Data Picker on BP Auto-Creation
    • Auto-Populating Record Due Date on BP Workflow Auto-Creation
    • Updates on Document Attributes for Business Processes
  • Business Processes with Special Behaviors
    • Schedule of Values (SOV) Sheets and Business Processes
    • Payment Application Business Processes
      • Payment Application Tasks and Performing Multiple Actions-Bulk Action
      • Payment Application BP and Multiple Payments
      • Payment Application BP and Negative Change Commits
      • Enter Payment Application Line Item Information
      • View Payment Application Line Item History
      • Export Line Item History
      • Save Payment Application in Draft Mode
      • Draft Mode and SOV Synchronization
      • View the Schedule of Values (SOV) Sheet
      • Importing, Exporting, and Integration
      • Import New Payment Application Records
      • Import Payment Application Line Items into a BP
      • Payment Application Grid Column Total
      • Payment Application BP Record in Terminal Status
      • Payment Application BP Record in Non-Terminal Status (In-Flight)
    • General Spends Business Processes
      • Import New General Spends Records
      • Import General Spends Line Items into a Business Process
      • Lump Sum and Unit Cost
      • CSV Integration
    • Change Commit Business Processes
      • Import New Change Commit Records
      • Import Change Commit Line Items Into a BP
      • Linked Elements for Changed Commit and General Spends SOV Types
    • SOV Summary Payment Applications Sheets and Business Processes
      • Adding Values to a Summary Payment Applications SOV Sheet
      • Summary Payment Applications SOV Sheet window
      • Grid Support in Base Commit and Change Commit
        • Grid Support for Base Commit
          • Additional Grid Toolbar Options
          • Other Elements of Line Items and the Grid
          • Effect of uDesigner on Gear Menus
          • Line Items in the Grid
          • Gear Menus for Summary Line Item
          • Adding and Managing Line Items in Grid View
          • Handling Errors in the Grid
          • System-defined Fields for the Summary Line Item
          • Costed Line Items in the Grid
        • Grid Support for Change Commit
      • Summary Payment Application Grid Column Total
    • SOV Summary Payment Application Business Process
      • Import New Summary Payment Application Records
      • Import Summary Payment Application Line Items Into a BP
    • Overpayment in Summary Payment Applications SOV
    • Base Commit SOV Type
      • Linked Elements for All SOV Types Except Summary Payment SOV Type
    • Change Commit Summary Payment Application SOV Type
    • Totaling Cost Breakdown Values
      • Totaling Cost Breakdown to the Line Item
      • Totaling Line Item in Payment Application
      • Totaling Line Item in Summary Payment Application
      • Line Item and Sum of Costed Line
      • Summary Line Item
      • Summary Row Totals
        • Summary Total
        • Line Item Total
    • Request for Bid (RFB) Business Processes
      • Request for Bid (RFB) Type Business Process Form (Private)
        • Inviting to RFB
        • Audit Log in Requestor BP (Private Bid and Public Bid)
      • Language, Time Zone, and Date Format for Vendors BP
      • Working with RFBs
      • Sending the Bid Request for Internal Review and Approval
      • Starting the Bidding Process
      • Filtering Bidders
      • Public Bidding
      • Private or Non-Public Bidding
      • Bidders and Passwords
      • Comparing the Bids (Classic View)
      • Comparing the Bids (Standard View)
      • Select Winning Bid
      • Auto-create Contract
      • What the Vendor Does
        • Importing Line Items to a Request for Bid
      • Changing Vendor Email Address
      • Exporting Record Details and Line Items from Bid Comparison Sheet
    • Lease Business Processes
      • Lease Business Process Terminology
      • Lease Business Process Use Cases
        • Various Payment Terms for the Same Lease
        • Different Payment Allocations for Multiple Tenants
        • Semi-annual Lease Terms with Proration
        • Handling Rent Pre-payments
        • Straight Lining with Quarterly Payments
        • Straight Lining with Monthly Payments
        • Lease Term of 20 Years with Escalation
        • Escalation Based on Index Rate
      • Create and Manage Lease Business Processes
      • Create and Use an Allocation Template (Classic view)
      • View or Export Payment Schedule
      • Auto-create an Invoice or Payment Request from a Lease Business Process
      • Take a Snapshot of a Lease (Classic view)
      • Take a Snapshot of a Lease (Standard View)
      • Calculating Net Present Value (NPV)
    • Reservation Business Process
      • Using a Reservation Business Process
        • Using the Schedules Feature
        • Making a Recurring Reservation
        • Auto-Creating Another Business Process From the Reservation
        • How the Data Pickers Work on a Reservation Business Process
      • Using Quick Calendar Entry on a Business Process
      • Canceling a Reservation
    • Entering Values in Fields
  • Business Process Forms, Managers Attributes, and Shell Dashboards - User Interface
    • Classic View User Interface Features Not Supported in Standard View
    • Classic View and Standard View Labels
    • Classic View and Standard View Tabs, Menus, and Actions
    • Classic View and Standard View Functions