Getting Started with General Operations
Within the documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.
Primavera Unifier is a project lifecycle management solution for capital planning, project delivery, cost control, and facilities and real estate management. Unifier provides governance across all project phases, from planning and building to operations and maintenance.
There are two modes of operation:
- User mode
:Used to enter and access information and perform tasks. Most users do their work in User mode. User mode allows users to perform day-to-day activities, collaborate through business processes and Mailbox, maintain managers (for example, Cost Manager, Activity Manager, and Document Manager), and run reports.
- Admin mode
:Used for all administrative tasks to set up and configure features and modules. Access to Admin mode functions is usually limited to a few users within a company. Company administrators work in Admin mode to set up, for example, company and project/shell properties, user permissions, templates for major features, data structures, and configure and set up business process (BP) workflows.
You can switch between modes using the mode icon
Note: The instructions and information presented in the Unifier documentation is based on an out-of-the-box setup and before being customized by the user.
Permissions (Access Control)
The ability to utilize a specific function depends on the Permissions Settings (accessed in Admin mode). In Admin mode at the Company Workspace, you can use the Access Control functional node to access permission settings for:
- Administration (Admin) mode access
- User mode access
Access to system functionality is granted through Access Control or Permissions.
Note: This option is not available in Home workspace because the Home workspace does not support Admin mode.
The Unifier user guides are:
- Unifier General User Guide
- Unifier Business Processes User Guide
- Unifier Managers User Guide
Each user guide explains how to use specific parts of the application.
This guide explains how to work with Unifier and covers a range of topics, such as what to know the first time that you use the system, security guidelines, reports, and using the Unifier Mobile Application.
In This Section
Last Published Tuesday, April 8, 2025