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Working with Your Project Information

You can access your project information from the Information node of that project. To do so:

1. Go to the shell tab, and switch to User mode.
2. In the left Navigator, select Information.

The Information node provides two sub-nodes — Directory and General — that provide more details about the project as explained below:

Directory

Contains a collection/log of the project-team members and their contact information. You may view the contact information of fellow team members and send email from within the system.

Note:

• Project members are listed if they are Active and the Show user on the Projects Directory option is selected for the user's account.
• A printed version of the Project Directory can be generated using user-defined reports.

The Directory toolbar includes the following options:

• View
  • Users/Groups: Name and Company columns are visible on the grid
  • Groups: Name column will be visible on the grid
  • Users: Name column will be visible on the grid as defined in uDesigner
• Send Email: To send an email, select a team member's name and click Send Email.

  Note: This button will be visible when the Hide User Profile option is unchecked. It will be hidden when the option is checked.

• Search: To Search for users based on the selected View (Users/Groups, Groups, Users)
• Find on Page: To do a quick search for users based on the visible columns

To view a team member's user profile:

1. Go to the shell tab, and switch to User mode.
2. In the left Navigator, select Information, and then select Directory.
3. In the Directory log, select the user.

   The user details become visible in the right pane. The General tab will include the user's Name and Company. Additionally, in the Contact Information as in section, you can choose one of the following:

   • Company: Displays the user's company contact information.
   • <Project Number: Project Name>: Displays contact information specific to the current project, such as an on-site address or cell phone.

A Basic Information section will also be visible when the Hide User Profile option is unchecked.

To send an email:

1. Go to the shell tab, and switch to User mode.
2. In the left Navigator, select Information, and then select Directory.
3. In the Directory log, select a user or group or both.
4. From the toolbar, select Send Email.

You can also use Select to select additional users or groups from the User and Group Picker window. The ability to pick applies to the “To,” “CC,” and “Bcc” fields.

You may also contact a team member using Mailbox. Mail from all places in the product support Users and Groups as recipients.

Note: Email sent through your external email program will not be saved as part of the Unifier project record.

General

Contains a collection/log of the general information business process records that may have been added to the project.

The listed BP records originate as single-record business processes. In other words, only one BP record exists for each BP, per project. The General log is useful for project-specific information that only needs to be documented on a single form. It is a way to easily categorize, and find, big-picture project information, for example, the overall project data or descriptions.

To open a record, double-click it or select Open from the gear menu ().

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Last Published Thursday, December 4, 2025