Table of Contents

• Title and Copyright Information
• Getting Started with General Operations
  • About Consent Notices (Users)
  • Cookies Policy
  • Product Accessibility Information
    • Navigating the System Using a Keyboard
      • Main Content Area
      • Individual Web Elements
      • Using Shortcut Keys
      • Keyboard End User Information
  • Information for First Time Users
  • Configuring Your System for Unifier
  • Supported Browsers and Settings
  • User Interface (UI) Content and Internationalization
  • User Name and Password
  • Sign In, Sign Out, and Session Timeout
  • Signing In to Self-Service Portal
  • Security Warnings
  • File Viewer Option
  • Unifier User Interface
    • Analytics Page
    • Home Workspace
      • Tasks
      • E-signatures
      • Notifications
      • Inbox
      • Drafts
      • Sent Items
    • Company Workspace
    • Shell or Project
    • Preferences
      • General Tab
      • Security Tab
      • Email Subscription Tab
        • Selecting Email Subscription Options
      • Region Format Tab
        • Changing Time Zone and Date Format
        • Changing Number and Currency Formats
        • Changing Language
      • Proxy Tab
        • Choosing a Proxy User
      • More Tab
        • Choosing a Viewer Option
        • Setting Viewer Exceptions
    • Change Password
    • Proxy For
    • Sign Out
    • Bookmarks
    • Master Log-Business Processes
  • Company Landing Page (User)
  • Shell Landing Page (User) - Details
  • Working with Shells and Projects
    • Using Shells
      • Single Instance and Multiple Instance Shell Types
      • Shell and Cost Managers
      • Using the Shell Landing Page
        • Summary tab
        • Workspaces tab
        • My Dashboard
        • View Forms
      • Shell Dashboard
        • Minimizing the Shell Dashboard
        • Expanding the Shell Dashboard
        • Printing the Shell Dashboard
        • Navigating Through Shell Block Drilldown
        • Setting Filters on a Shell Dashboard
        • Using Drill Down
        • Analytics
        • Scrolling Vertical Y-axis in Shell Dashboard Graph
        • Configuring a Shell Dashboard (My Dashboard)
        • Add a Drill Down Block to My Dashboard
        • Add Filtering to the Drilldown Block
        • Optimizing Shell Dashboard Performance
        • View Dashboards
      • Working with Shells
        • Auto-Create Projects or Shells
        • Working with Shell Features
        • Auditing Shell Changes
        • Add an Image
        • Managing Shell Alerts
        • Working with Mailbox (Shells)
          • Accessing Mailbox (Shells)
            • Drafts
            • Inbox
            • Notifications
            • Sent Items
            • Project Mailbox (External Emails)
            • Deleted Items
          • Accessing Mailbox Messages Across Shells (Home Workspace)
          • Send and Receive Mailbox Messages
          • Link Mailbox Messages to Business Process Records
          • Creating Additional Folders in the Project Mailbox
          • Unpublished Attachments (Mailbox)
        • Collaborating with Team Members
          • View Shell Information
          • Contact Shell Team Members
        • Auto-Population in Shells
        • Financial Period in Shell
      • Working with Multiple Document Manager Attribute Forms
    • Using Projects
      • Working with the Project Summary
        • Configure Your Project Summary
      • Managing Project Alerts
      • Working with Mailbox (Projects)
        • View and Find Mailbox Messages
        • Send and Receive Mailbox Messages
        • Link Mailbox Messages to Business Process Records
        • Additional Information about Using the Project Mailbox
      • Distributing the Project Mailbox Email Address to Users
      • Working with Tasks, Notifications, and Drafts Nodes
      • Working with Your Project Information
      • Working with E-Signatures
        • E-Signature Log
    • Working with Gates and Phases
      • View the Gates Dashboard
      • View Gate Condition Details
      • Validate Gate Conditions Manually (Refresh)
      • Edit Phase Details
      • Advance to the Next Phase
      • Return to a Previous Phase
      • Add or View Phase Comments
      • View, Print, or Delete Saved Gates Runs
      • View the Gates Audit Log
  • Common Procedures
    • Queries
      • Using Formulas or Conditions in Queries
        • Field Value Comparison
        • Date Plus or Minus
        • Date Difference
        • Compare Date Fields
        • Dynamic Date Value
        • Between Dates
      • How Queries Work
      • Assignee Filter Query Condition
      • Query Based Data Element (QBDE)
    • Attaching Files
    • Adding Images
    • Adding or Updating Hyperlinks
    • CSV File
      • Exporting a CSV File
      • Exporting a CSV File with or without an Import
      • Importing a CSV Template Data File
      • List of Impacted Sheets and Modules
      • List of Modules Only Impacted by Exporting
    • Importing Data from an Outside Data Source
      • Overall Steps for Importing Data
      • Exporting the CSV Template to Your Machine (Integration)
      • Editing the CSV File
      • Importing CSV File into Unifier
      • Using CSV File to Import Attachments
      • Internationalization and CSV Files
      • Internationalization and Web Services
    • Searching and Finding in Unifier
      • Searching and Finding: Search Option
      • Searching and Finding: Find on Page Option
    • Searching and Finding a Shell
    • Searching in Managers Logs
    • Searching in Document Manager Node
      • Searching in Document Manager Sub-Nodes
      • Supported Documents
      • Indexing and Content Search
      • Document Index Migration
    • Searching Date Fields
    • Searching Mailbox Log, Notifications Log, and Sent Items Log (Home Workspace)
    • Searching Sheets
    • Searching Pickers
    • Internationalization
      • Internationalization (Email Notifications)
      • Internationalization (Support for Tools)
      • Internationalization (Oracle Analytics Server Custom Reports)
      • Internationalization (Dashboards)
      • Internationalization (Help Files)
      • Internationalization (Spell Check)
      • Internationalization (Date and Time Zone Formats)
      • Internationalization (Audit Log)
  • P6, Unifier, and Gateway
    • Gateway Data Dictionary
    • Gateway Field Mappings
    • Resource Data from P6
    • Resource Rate from P6
    • Role Data from P6
    • Create Role Rate from P6
    • Business Flows in Gateway
    • Get Resource and Role Rates from P6
    • Synchronization: Resource and Role Rates from P6
  • Oracle Primavera Cloud, Oracle Integration, and Unifier
  • User-Defined Reports
    • About User-Defined Reports (UDRs)
    • Accessing User-Defined Reports (UDRs)
    • User-Defined Reports Log
    • User-Defined Report Types
    • User-Defined Report Data Types
    • Creating a User-Defined Report
      • General Tab
      • Columns Tab
      • Query Tab
      • Group By and Sort By Tabs (Tabular Report Only)
      • Layout Tab
      • Workspaces Tab
    • User-Defined Report Formats
    • Running a User-Defined Report
    • Save and Retrieve Scheduled Report Results
    • Print Report Results
    • Transferring Reports Between Environments
    • Working with Custom Reports
    • Permission-Based User-Defined Reports (UDRs)
    • Transfer Ownership for UDRs
    • Working with Audit Reports
  • Unifier Mobile Application for iOS or Android
    • Business Processes
    • Data Type and Input Type
    • Pickers
    • User Identity