About this Guide
Audience
Anyone who wants to use Facilities and Asset Management (FAM) should read this guide.
Content
The instructions in this guide are only applicable if you have prepared and configured the necessary data that you need for using FAM.
Note:
- This guide does not include instructions for existing system components (such as uDesigner, Document Manager, Standards & Libraries, and so forth) that are covered in other documents.
- The information in this guide is based on the default setup of the system and the information common to all components appears at the beginning of this guide.
Before you continue, ensure that you set your preferences in the system. Refer to the Unifier General User Guide for details.
If you are using Unifier for the first time, review the Getting Started section of the Unifier General User Guide to get acquainted with the application, its navigation, and the following topics:
- Information for First Time Users
- Configuring Your System for Unifier
- Supported Browsers and Settings
- User Name and Password
- Sign In, Sign Out, and Session Timeout
- Security Warnings
- File Viewer Option
- Signing In to Self-Service Portal
- Unifier User Interface
- Preferences
This guide provides details about the following components of FAM:
- Facilities Management
- Real Estate Management
- Cost Management
- Vendor Management
The Facilities Management section explains the following topics:
- Asset Management
- Maintenance Management
- Inventory Management
- Space Planning and Management
- Facility Condition Assessment
The Real Estate Management section explains the following topics:
- Lease Management and Administration
- Real Estate Transaction Management
- Real Estate Data Management
- Utilities and Sustainability Management
The Cost Management section explains the following topics, which are common in FAM:
- Cost control
- Cost transactions
- Annual Budget
- Annual Budget Changes
- Annual Budget Transfers
- Master Service Agreements
- Purchase Orders
- Purchase Order Amendments
- Purchase Order Invoices
The Vendor Management section explains the following topic, which is common in FAM:
- Master Service Agreements
In addition, this guide includes the following topics:
- Organization and Buildings
- Business Processes
- uDesigner
- Dashboards
- Groups
- User-defined Reports (UDRs)
- Custom Reports
- Custom Prints
- Data Views
- Data Cubes
- Shell Templates
To learn how to use the system, refer to the Unifier General User Guide.
To learn how to use uDesigner, refer to the Unifier uDesigner User Guide.
To learn about the Administration (Admin) mode and administration features, refer to the Unifier General Administration Guide.
To learn about Data Elements and Data Definitions, refer to the Unifier Data Reference Guide.
Note: For the full list of system requirements, applications, and application version levels refer to the Unifier Tested Configurations document.
Last Published Wednesday, April 9, 2025