Table of Contents

• Title and Copyright Information
• Welcome to Primavera Unifier
• Getting Started with General Administration Guide
• Security Considerations
  • Authentication: How Users Sign On
  • Authorization: What Users Can Access
  • Endpoint Security
  • Confidentiality
  • Integration with Other Applications
  • Security for Developers - API Security
  • Establishing Security Contacts
• Signing In the First Time and Confirming the Base Currency
• Companies
• Administrators
  • Assigning Access Control for Administrators of Company Information and Company Settings
• Permission-Based Security
• Company Workspace Landing Page (Admin)
  • Company Information
  • Company Settings
  • User Administration
  • General Administration
  • Data Structure Setup
  • uDesigner
  • Configuration
  • Visualizations
  • Integrations
  • Standards & Libraries
  • Configuration Package Management
  • System Information
  • Templates
  • Company Workspace
  • Company Sponsored Shells
• Shell Landing Page (Admin)
• Project Landing Page (Admin)
• Self-Service Portal
• Dashboards
• Updating Company Information
  • Updating the Company Photo
  • Updating the About Section
  • Updating the Addresses Section
• Updating Company Settings
  • Updating Company Settings on the General Tab
    • Outgoing E-mails (More Information)
  • Updating Company Settings on the Security Tab
  • Updating Company Settings on the IP Allowlist Tab
  • Updating Company Settings on the Password Policy Tab (On-Premises or Self-Hosted Deployment)
  • Updating Company Settings on the Support Tab
  • Updating Company Settings on the AI Tab (Cloud Only)
    • Additional Information About Task Assist and Progress Guide (Cloud Only)
  • Updating Company Settings on the Lobby Tab (MT Cloud Only)
• User Administration
  • Owner Company or Sponsor Company
  • Partner Company or Member Company
  • Assigning Application Access (Cloud Only)
  • Editing User Permissions at Company, Shell, and Project Levels
  • Importing the User Attributes Form
  • Adding and Managing Company Users
    • Adding a Company User
    • Collaborator User
    • Deleting a User
    • Importing Company Users (Adding Users or Updating Users)
    • Exporting User Records
    • Managing User Login Information (Security Tab)
    • Managing a User's Group Membership (Groups Tab)
    • Editing User Permissions (Permissions Tab)
    • Viewing User's Project and Shell Membership (Project/Shell Tabs)
    • Designating a Proxy User (Proxy Tab)
    • Managing Project- or Shell-Level User Information
    • Sending Email to a Company User
    • Unlocking a Locked User Account
    • Changing the Status of Multiple Company Users
    • Viewing or Printing the User Audit Log
    • Reactivating Users
  • Creating Partner Companies, Users, and Permission Settings (On-Premises Only)
  • Creating Partner Companies and Users (Cloud Only)
  • Adding and Managing Partner Companies
    • Adding a Partner Company
    • Updating Partner Company Information
    • Removing (Deactivating) a Partner Company
    • Reactivating a Partner Company
    • Viewing a Partner Company Profile
  • Adding and Managing Partner Company Users
    • User Type
    • Adding a Partner Company User
    • Managing Partner Company User: Status, Groups, and Permissions
    • Changing the Status for Multiple Partner Users
    • Importing and Exporting Company and Partner Users
    • Reactivating Users
  • Adding and Managing Groups
    • Create a Group
    • Add Users to a Group (Members Tab)
    • Edit Group Permissions (Permissions Tab)
    • Delete a Group
  • Integration Users
    • Creating Integration Users
    • Updating Permissions for Integration Users
    • Printing and Exporting Integration Users
    • Access Control for Integration Users
  • Managing Users in Bulk
    • Change User Group Assignments or Add New Users in Bulk
    • Update Multiple Company or Partner Users
  • Creating and Managing User Preference Templates
    • Create a User Preferences Template
    • Update Users with User Preferences Template
    • View Update Users History
    • Cancel a User Update Request
  • Creating and Maintaining an Approved Email List for Project or Shell Mailboxes
    • Importing and Exporting Email Addresses
  • Managing Permissions and Access Control
    • Permissions Tab versus Access Control
      • Access Control
      • Permissions Tab
    • Edit User or Group Permissions Using Access Control
    • Create or Edit a Permission Template
    • Generate and Print an Access Information Report
  • Running System Usage Reports
    • Run a System Usage Report
    • System Usage Report Types
  • Setting Permissions for Inbox
  • Setting Permissions for Unpublished Attachments
  • Task Reassignment (Company and Project)
    • Active User Tasks
    • Inactive User Tasks
    • Reassigning Tasks (Workflow)
      • Workflow of Reassigning Tasks (Company)
      • Workflow of Reassigning Tasks (Project)
    • Reassigning Tasks (Scenarios)
    • Views
    • Reassigning Tasks Access Control
    • New Assignee Email Notifications
• Queries
  • How Queries Work
  • Using Formulas or Conditions in Queries
    • Field Value Comparison
    • Date Plus or Minus
    • Date Difference
    • Compare Date Fields
    • Dynamic Date Value
    • Between Dates
  • Assignee Filter Query Condition
  • Query Based Data Element (QBDE)
  • Defining the Format of the Currency for QBDE
• Background Jobs
  • Setting Permissions for the Background Jobs Nodes
  • Using the Background Jobs and Background Jobs History pages
  • Using the Background Jobs Statistics page
• Event Audit Log
• uDesigner Overview
• Announcements Node
  • Announcement Properties
  • Access Control for the Announcements Node
  • Site Administrator Announcements Log
• Working with Integrations
  • Selecting and Configuring a Default System for E-Signatures
    • E-Signature Audit Log
  • Event Notifications
• Working with the License Manager
  • View License Manager Terms and Usage
  • Set Up License Manager Scheduled Runs and Notifications
  • Print License Manager Information
  • View or Print the License Manager Audit Log
• Viewing and Managing Cash Flow Jobs and Auto Snapshots
• Using the BP Visualizer to View Business Processes
  • Filtering the BP Visualizer List
  • Examining Forms
  • Examining Workflows
  • Examining References
  • Comparing BP Versions
• Activity Manager
  • Activity Manager Permissions
  • Master Rate Sheet Permissions
• About Consent Notices (Administrator)
  • About Personal Information
  • Cookies in the system
  • Permission Control for Consent Notice
  • Your Responsibilities
    • Personal Information (PI) Data in the system
    • Configuring Consent Notices
      • Configuring Consent Notices for User Signing In through Web
        • Auditing Consent Notices for Users Signing In through Web
      • Configuring Consent Notices for Bidders Signing In through Web
        • Auditing Consent Notices for Bidders Signing In through Web
• Translating Custom Strings (Internationalization)
  • Internationalization Node Properties
  • Internationalizing Environments
  • Translating Methods
  • Assigning Permissions
  • Displaying Custom Strings and System Strings
    • Administration Mode
  • Internationalization and CSV Files
  • Internationalization and Web Services
  • 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)
• Configuring and Publishing Oracle Analytics Server Custom Templates (Custom Prints and Reports)
  • Custom Templates (Custom Prints and Reports) Overview
  • Assigning Roles and Permissions to Oracle Analytics Server User to Publish and Run Reports
  • Creating Data Model (.XDM) File
  • Custom Templates Windows Log
  • Oracle Analytics Server Report Levels
  • Sample XML Data for Custom Templates (Custom Prints and Reports)
  • Creating Oracle Analytics Server Custom Print
    • Custom Print Window (General tab)
    • Custom Print Window (Template File tab)
    • Custom Print Window (Sample Data tab)
  • Creating Custom Email Template
  • Publishing Oracle Analytics Server Custom Print
  • Parameters for External Multiple Custom Print
  • Creating Oracle Analytics Server Custom Report
    • Custom Report Window (General tab)
    • Custom Report Window (Views tab)
    • Custom Report Window (Query tab)
    • Custom Report Window (Parameters tab)
    • Custom Report Window (Template File tab)
    • Custom Report Window (Sample Data tab)
  • Download and Install Oracle Analytics Publisher Desktop for Microsoft Office
  • Building Report Template (RTF)
    • Creating a Report with Line Items
      • Formatting Data
      • Adding Summary Page to Report
      • Adding a Chart
      • Adding Headers and Footers
      • Adding Oracle Analytics Publisher Fields to RTF File Header or Footer
      • Importing a Template
      • Adding a Report to Navigator
      • Setting Permissions on Report
      • Running the Report
    • Advanced Oracle Analytics Publisher Functions
  • Publishing Oracle Analytics Server Custom Report
  • Making a New Custom Report Appear in Navigation
  • Setting Permissions for Custom Reports
  • Running a Report
  • Uploading a Template for External Data Model Type Custom Report
  • Downloading Sample XML Data for Designing New Templates
  • Modifying Existing XDM for Custom Report or Custom Print Configuration
  • Adding a Dynamic Image in the Custom Print Template
  • Adding a Dynamic Image in the Custom Report Template
  • Adding a Dynamic Image in an Oracle Analytics Server Report
  • Adding Rich Text Data Element in Oracle Analytics Server Report and Custom Print
  • Connect to the Database
• Configuring Project Numbering and Status
  • View, Print, or Export the Configuration - Shell Manager Audit Log
• Configuring the User Mode Navigator
  • Create a User Mode Navigator Configuration
  • Create a Grouping Node
  • Rename a Grouping Node
  • Change the Icon of a Grouping Node
  • Move Nodes within the Navigator
  • Remove Unused Nodes (Modules) from the Navigator
  • Delete a Grouping Node
  • Deploying a Navigator Configuration
  • Delete a Navigator Configuration
  • Restore the Navigator to Previous or Default Configuration
• Unifier Mobile Application
• Unifier and Other Oracle Applications
  • Unifier and Primavera Analytics
    • Analytics Node
    • Analytics Log Properties
    • Analytics Log (Business Process) Setup
    • Analytics Log (Cash Flow) Setup
    • Analytics Log (Cost Sheet) Setup
    • Analytics Log (Generic Cost Sheet) Setup
    • Analytics Log (P6 Summary Sheets)
    • Analytics Log (Shells)
    • Analytics Log (Space Manager)
      • Data Mapping - Space Types Tab
      • Data Mapping - Level Tab
    • Analytics Log (Vendors)
    • Scheduling Setup
    • Access Control Changes for Analytics Node in User Mode Access
    • Analytics Subject Areas and Unifier Data
    • Granting Permissions to Set Up Analytics
    • Analytics and Dashboards
    • Accessing the Unifier Analytics Dashboard in Oracle Analytics Server
    • Accessing Unifier from Oracle Analytics Server
    • Action Links (from Oracle Analytics Server to Unifier)
    • Accessing Analytics from Unifier
    • Publishing Unifier Data to Analytics
    • Unifier Configurator and Oracle Analytics Server for On-Premises
    • Analytics Block
    • Analytics Block and Shell Templates
  • Unifier and Primavera P6
    • P6 Data Sources Node
    • P6 Activity Data
    • P6 Activity Picker Query Configuration
    • P6 Data and Cash Flow Templates
  • Unifier and Primavera Gateway
    • Unifier Objects and Gateway
    • Gateway Objects and Unifier Provider Objects
    • Gateway Node in Unifier
    • Business Objects Node in Unifier
      • Deploy to Gateway
      • History
      • Find
    • Configuring Permissions for Business Objects
    • Unifier Provider, Unifier, and Gateway
      • Project/Shell
        • Project/Shell Data Dictionary
        • Project/Shell Business Flow
        • Project/Shell Synchronization
        • Project/Shell End-to-End Solution
      • Business Processes
        • Business Processes Data Dictionary
          • Summary Payment Application (SPA) SOV type BPs
          • Unifier Provider BP Objects and Gateway Objects
        • Business Processes Business Flow
        • Business Processes Synchronization
        • Business Processes End-to-End Solution
      • Roles
        • Roles Data Dictionary
        • Roles Business Flow
        • Roles Business Flow (Destination App Parameters)
        • Roles Synchronization
        • Roles End-to-End Solution
      • Resources
        • Resources Data Dictionary
        • Resources Business Flow
        • Resources Synchronization
        • Resources End-to-end Solution
      • CBS Codes
  • Unifier and Oracle Primavera Cloud
    • Integrating Unifier with Oracle Primavera Cloud Overview
    • Permissions for Oracle Primavera Cloud Integration Settings
    • Sending and Receiving Cash Flow Data
    • Reviewing the Planned Budget and Submitting Results
    • Oracle Primavera Cloud Integration in Unifier
      • Connect for Oracle Primavera Cloud Integration
      • Cash Flow Configuration
    • Oracle Primavera Cloud Integration in Unifier Shell
    • Oracle Primavera Cloud Integration and Unifier Cash Flow (User Mode)
    • Oracle Primavera Cloud Integration in Company Sponsored Shells
    • Sending Cash Flow Values from Unifier to Oracle Primavera Cloud
    • Receiving Data from Oracle Primavera Cloud Project Cash Flows
  • Unifier and Oracle Integration
    • Initial Oracle Integration Setup
    • Enabling Oracle Integration Connection
    • Disabling Oracle Integration Connection
    • Editing an Oracle Integration Endpoint Connection
    • Deleting an Oracle Integration Connection
  • Integrating a Project or Shell with Oracle Primavera Cloud
  • Integrating a System Activity Sheet or Master Rate Sheet through Oracle Integration
• Title and Copyright Information
• Getting Started with Modules Setup Administration Guide
• Setting Up Data Structure
  • Creating Data Views
    • Grant Permissions for Data View Creation
    • Create and Publish Data Views and Metadata
    • View Data (Query Results) and Metadata (Columns) in the View
    • Export Data (Query Results)
    • View Data View Usage in Reports and Data Cubes
    • Edit Data Views
    • Delete Data Views
    • Review Database Table Structure
  • Creating Data Cubes
    • Defining a Data Cube
    • Defining Queries
    • Granting Permissions for Data Cube
    • Publishing Data Cube
  • Creating Partitions for BP Tables
    • Granting Permissions for Table Partitions
    • Creating or Updating Table Partitions
    • Monitoring Table Partitions
• Setting Up Shells
  • Shell Administration and Setup
  • Importing Shells
  • Setting Permissions to Configure Shell Types in the Shell Manager
  • Configuring Shells
  • Update Generic Cost Sheet Columns and Rows
  • Update Standard Cost Sheet Columns
  • Configuring Shell Manager Configuration Package
  • Setting Permissions to Administer Shell Templates
  • Accessing a Created Shell Template
    • Create a Shell Template Manually
    • Create a Shell Template by Copying a Template or Shell
      • Shell Cloning Window Selections
        • Cloning Window Selections for All Shell Templates and Shells (Both CBS and Generic Codes)
        • Cloning Window Selections Only for Generic Code Shell Templates and Shells
      • Cloning Window Selections Only for CBS Code Shell Templates and Shells
    • Shell Template Modules and Managers
      • Managers and Modules Available in all Shell Templates (Both CBS and Generic Codes)
      • Selections Available in only Generic Code Shell Templates
      • Selections Available Only in CBS Code Shell Templates
      • Document Manager Template
    • Manage Shell Templates
    • Adding View Forms in Shell Template
  • Setting Permissions to Create or Modify Shell Instances
  • Creating a Shell
    • Create a Shell Manually
      • Location Picker Behavior
    • Create a Shell by Copying a Template or Shell
    • Managing Member Companies
      • Adding a Member Company to a Shell
      • Viewing a Member Company Profile
      • Removing a Member Company from a Shell
    • Managing Shell Users and Groups
      • Add a User to a Shell
      • View or Edit a Shell User's Profile
      • Create and Manage Shell Groups
      • Grant Shell User Permissions through Shell Access Control
      • Generate and Print Access Information Report
    • Create Shells Using an Imported CSV File
    • Create Shells with Shell Creation Business Process
  • Integration Tab
    • CBS Type Shell for a Non-EVM User
    • CBS Type Shell for an EVM User
  • Managing Shells
  • Managing Cash Flow in Shell Templates
    • Cash Flow Curves
    • Cash Flow Curves Types
    • Creating a Project or Shell Cash Flow Curve Template
      • Project or Shell Cash Flow Properties (General Pane)
      • Project or Shell Cash Flow Properties (General Pane - More Options)
      • Project or Shell Cash Flow Properties (Curves Pane)
    • Project or Shell Cash Flow Properties Curves Pane and Curve Types
      • Baseline Curve
        • Adding a Baseline Curve Template for Cash Flows
        • Adding a Template for Baseline Curve for Cash Flow by Project or Shell
        • Adding a Template for Baseline Curve for Cash Flow by Summary CBS or CBS
      • Forecast Curve
        • Adding a Template for Forecast Curve for Cash Flow by Project or Shell
        • Adding a Template for Forecast Curve or Cash Flow by CBS Summary or CBS
      • Custom Curve
        • Adding a Template for a Custom Curve for Cash Flow by Project or Shell
        • Adding a Template for a Custom Curve for Cash Flow by CBS Summary or CBS
    • Defining Global Cash Flow Views for Inclusion in Templates
      • Setting Default Cash Flow Views for Templates
      • Managing Cash Flow Views for Templates
  • Packaging Single Instance Shells
  • Updating Shells
    • Updating Shell Formation - General Procedure
    • Updating Shells, Users
    • Updating Shells, Groups
    • Updating Shells - Setup Node, Business Process
    • Updating Shells - Setup Node, Dashboards
      • Conditions for Creating a Dashboard Setup Configuration Package
    • Updating Shells - Setup Node, Gates
    • Updating Shells - Setup Node, Planning Manager
    • Updating Shells - Setup Node, Configurable Modules (Classes)
    • Updating Shells - Configurable Modules Node (Sheets)
    • Updating Shells - Rules Node
    • Updating Shells - Cost Manager Node, Cash Flow
    • Updating Shells - Cost Manager Node, Cost Sheet
    • Updating Shells - Cost Manager Node, Funding - Funding Sheet
    • Updating Shells - Cost Manager Node, Funding - Commitment Funding Sheet
    • Updating Shells - Cost Manager Node, Schedule of Values - General Spends
    • Updating Shells - Cost Manager Node, Schedule of Values - Payment Applications
    • Updating Shells - Cost Manager Node, Schedule of Values - Summary Payment Applications
    • Updating Shells - Document Manager Node
    • Updating Shells - Space Manager Node, Levels Sheet
    • Updating Shells - Space Manager Node, Stack Plans
    • Updating Shells - Schedule Manager Node, Schedule Sheets
    • Updating Shells - Activity Manager Node, Activity Sheet
    • Updating Shells - Access Control Node
    • Updating Cost Sheet Columns in a Shell
      • Cost Column Shell Updating Rules
    • Updating Cost Sheet Snapshots in a Shell
    • Update Schedule of Values Structure
    • Updating Shells - Reports Node
    • Update Commitment Funding Structure
    • Update Cash Flow Properties and Permissions
    • Update Generic Cost Sheet Columns and Rows
    • View Update history
    • Cancel a Shell Update Request
  • Updating Shell Templates
    • Access Control
    • Business Process and Workflow Setups
    • Gates
    • Dashboards
    • Rules
    • Cash Flow
    • Cost Sheet Columns
    • Cost Sheet Snapshots
    • Commitment Funding Sheet
    • Document Manager
    • General Spends (SOV Structure)
    • Payment Applications (SOV Structure)
    • Summary Payment Applications (SOV Structure)
    • Setting Up Shell Templates with Multiple Base Commit BPs with Multiple Payment Applications and SOVs
    • Reports (User-Defined Reports)
    • Activity Sheets
    • Defining Activity Sheet and System Activity Sheet Views for Inclusion in Templates
      • Setting Default Activity Sheet Views for Templates
      • Managing Activity Sheet Views for Templates
  • Setting Up View Forms in Shell Attributes
  • Dedicated Mailbox for Shells
  • Updating the Email Address for a Project or Shell
  • User Permissions and Navigation
  • How to Set Up Gates
    • Example of a Gates Setup and Conditions
    • Define the Phase List
    • Create a Gates Setup
    • Delete a Gates Setup
    • Add Phases to the Gates Setup (Settings Tab)
    • Access Gate Configuration View
    • Configure Gate Elements
    • Change the Order of Phases
    • Define Gates Runs Schedule (Schedule Tab)
    • Activate or Deactivate a Gates Setup
    • Set User Permissions for Gates
  • Editing Multiple Shells at Once with Bulk Edit
  • About Shell Dashboards
    • Setting Shell Instance Dashboard Permissions
    • Creating a Shell Dashboard in a Template
    • Copy a Shell Dashboard
    • Modify Shell Instance Dashboard Properties
    • Delete a Shell Instance Dashboard
    • Find a Shell Instance Dashboard
    • Set User or Group Permission for a Shell Instance Dashboard
    • Set a Default Shell Dashboard
  • Migrating Projects (Standard) to CBS Shells
    • Migrating Projects (Standard) Limitations
    • Migrating Projects (Standard) Considerations
    • Migrating Projects (Standard): Mapping of Project DEs to Shell DEs
    • Migrating Projects (Standard) to shells
      • Exporting Migration Template
      • Modifying Exported CSV Template
      • Initiating Migration of Standard Projects to CBS Shells
      • Viewing Migration History
      • Testing for CBS Shell Creation
• Setting Up Automatic Update of Shell Status
  • Create an Automatic Shell Status Update Setup
  • Choose the Order of Non-Active Statuses (Settings Tab)
  • Define Status Change Query and Trigger Conditions (Settings Tab)
  • Define Shell Status Update Schedule (Schedule Tab)
  • Activate or Deactivate an Auto-Update Status Setup
  • Set Permissions for Automatic Update of Shell Status
• Setting Up Data Structure Setup Node
  • Working with System and Configurable Modules
    • View Available System and Configurable modules
    • View Custom Attributes for the Project/Shell Sponsorship Module
  • Working with Data Definitions
    • About Data Definition Properties
    • View Basic Data Definitions
    • View Cost Code Data Definitions
    • Add a Basic Data Definition
    • Add a Cost Code Data Definition
    • Add a Data Picker Data Definition
  • Adding and Managing Data Sets
    • Add Data Set Values to a Pull-down (Drop-down) Menu or Radio Button
    • Add Data Set Values to a Multi-select Input Data Definition
    • Import Data Set Values
    • Modify or Remove Data Set Values
    • Reorder Data Set Values
      • Row Numbering follows a Relative Numerical Progression
  • Working with Data Elements
    • Access Data Elements
    • Export Data Elements
    • View Data Element Usage
    • Modify Data Element
  • Configuring Dynamic Data Sets
    • How to Set Up a Dynamic Data Set
    • Access Dynamic Data Sets
    • View Dynamic Data Set Properties
    • Define the Value Set and Behavior Set Values
    • Import Dynamic Data Set Values
    • Delete a Dynamic Data Set Combination
    • Edit a Dynamic Data Set Combination
    • View Dynamic Data Set Usage
• Setting Up Multiple Company Calendars
  • Setting Multiple Calendar Permissions
  • Creating Multiple Calendars
  • Modify, Delete, or Mark a Calendar as Default at Company Level
• Setting Up Business Processes
  • Master Log - Business Processes Node
  • Advanced Logs and Standard Logs
  • Importing Business Processes
  • Configuring Business Processes
    • Configuring and Activating a BP
    • Completing the General tab
      • Email Notifications and Users
    • Configuring a BP Workflow (Workflow Tab)
    • Configuring a Query for a Query Based Data Element on a BP
    • Completing the AI Summarization tab
    • Creating BP Log Views in Admin Mode
    • Configure Pickers in Admin Mode
    • Creating BP Mobile Log Views in Admin Mode
    • Customizing Email Subject Line
    • Customizing Email Content
  • Configuring Business Process Configuration Package
  • General Procedures for Setting Up Business Processes
  • Loading a Business Process
  • Setting Up Non-Workflow Business Processes
    • Basic Non-workflow Set Up in the General Tab
      • Selecting Oracle Analytics Server Custom Print (Format / Custom)
    • Set Up Creators and Editors of Non-Workflow Business Processes
    • Set Up View Forms for Non-Workflow Business Processes
    • Set Up Record Properties for Non-Workflow Business Processes
      • Set Up Permissions for Record Properties Tab (Non-Workflow)
    • Set up email notification for a non-workflow BP
    • Set up auto-creation for a non-workflow BP or planning item
    • Set up record and line item copy options
    • Single-Record Business Processes
  • Setting Up Workflow Business Processes
    • Business Process Node
    • Basic workflow setup in General tab
      • Selecting Oracle Analytics Server Custom Print (Format / Custom)
    • Designate additional editors for Business Process records
    • Set Up View Forms for Workflow Business Processes
    • Set Up Record Properties for Workflow Business Processes
      • Set Up Permissions for Record Properties Tab (Workflow)
    • Set Up Email Notification for a Workflow BP
    • Set Up Auto-creation for a Workflow BP
    • Workflow Setup in Company-Level BPs or Project-Level BPs
      • Define the Business Process Workflow
        • Overall Workflow Settings
        • Settings for Standard Workflow Steps
        • About Completion Policies, Workflows, and Resolving Actions
        • Settings for Conditional Routing Steps
        • Settings for Auto-Create Steps
        • Settings for Sub-Workflows
    • Workflow Setup Node
  • Copy Workflow Setups From Other Schemas
    • At the Company Level, Copy a Setup from Another Setup in the Same BP
    • Copy a Setup from One Project/Shell Template to Another
    • Copy a Setup from a Project/Shell to a Template
  • Setting Up Business Processes with Oracle Integration
  • Creating, Adding, and Deleting Business Process Help Files
  • Auto-creating BP Record or Planning Item Based on Conditions or Frequency
    • Grouping line items into single records
    • Bypassing the I Step
      • Auto-Creation Protocol for Bypassing the I Step
    • Rules for Checking Conditions for Auto-Creation
      • Rule 1
      • Rule 2
      • Rule 3
  • Setting Up Auto-Creation of Cash Flow Curves from Contracts
  • Setting Up a Blanket Purchase Order Summary Template
  • Setting Up a Base Commit Business Process
  • Setting Up a Multiple Base Commit BPs Manually with Multiple Payment Applications and SOVs
  • Setting Up a Request for Bid (RFB) Business Process
    • Verify the RFB Has Been Designed Correctly
    • Set Up a Bid Management Account
    • Set Up the RFB
  • Business Process Permission Settings
  • Business Process Functionality
  • Query-Based Tab in Business Processes
  • Creating Query-Based Tab in Business Processes
• Setting Up Updates for Business Process Records
  • Company Workspace and Business Process Updates
    • Company Workspace and Preventive Maintenance Type BP
  • Project/Shell and Business Process Updates
    • Project/Shells and Preventive Maintenance Type BP
• Setting Up the Code and Records-based Configurable Manager
  • Setting Permissions to Import Configurable Managers
  • Importing Code and Records-Based Configurable Managers
  • Deleting a Material Inventory Manager
  • Setting Permissions to Import Classes
  • Importing Classes for Code and Records-based Configurable Managers
  • Configure configurable manager classes
  • Run an Error Check on a Class
  • Configure a Data Picker for the Manager
  • Setting Template Administration Permissions
  • Managing Class Template Sheets (Classic view)
    • Create a class template
    • Add columns to sheet templates
    • Add a formula column
    • Copy sheets under project or shell templates
    • Deleting Sheets Template
    • Manage sheet properties
  • Managing Class Template Sheets (Standard view)
    • View Code-Based Managers Log
    • View Code and Records-based Managers Log
  • Setting User Permissions for Code and Records-Based Managers
• Setting Up the Cost Manager
  • Cost Manager Overview
    • Cost Sheets
    • Funding Manager
    • Cash Flow
    • Earned Value
    • Schedule of Values (SOV) Sheet
    • Generic Cost Manager
    • Grouping Line Items and Auto-Creation
  • Cost Managers and Unifier Functional Areas
  • About Currencies and Exchange Rates
    • Currencies
    • Exchange Rates
    • Managing Currencies and Exchange Rates
    • Importing and Exporting Exchange Rates
  • Setting Up Cost Sheets
    • How to Set Up the Cost Manager (Cost Sheets)
    • Importing the Cost Attribute Form
    • Configuring Cost Manager Permissions
    • Cost Sheet Template at Company Level
      • Create a Cost Sheet Template at Company Level
      • Define Cost Sheet Default View (General Block) at Company Level
      • Define Cost Code Structure (Structure Block) at Company Level
      • Define Cost Sheet Options (Options Block) at Company Level
      • Cost Sheet Columns at Company Level
        • Add a Cost Sheet Column at Company Level
        • Create a Formula in a Cost Sheet Column
          • Example Formula
    • Cost Sheet Template at Shell Level
      • Create a Cost Sheet Template at Shell Level
      • View Cost Sheet Properties at Shell Level
      • Define Cost Sheet Options at Shell Level
      • Cost Sheet Columns at Shell Level
      • Defining Cost Sheet Views for Inclusion in Templates
        • Columns Tab in the New View Window
        • Filters Tab in the New View Window
        • Group By Tab in the New View Window
        • Sort By Tab in the New View Window
        • Conditional Formatting Tab in the New View Window
        • Condition Options
      • Managing Cost Sheet Views
      • Project or Shell Cost Sheet Column Data Sources
    • Adding Cost Rows (CBS Codes)
      • About the CBS Detail Window
      • Create a Summary Row (Classic view)
      • Import Cost Rows (CBS Codes)
    • Creating Worksheet Templates
      • Create a Worksheet Template
      • Open the Worksheet Template
      • Create a Worksheet Column
      • Create a Worksheet in a Shell Template
      • Delete a Worksheet
    • Managing Cost Templates
      • View or Edit Cost Template Properties
      • Delete a Cost Template
      • Edit Cost Templates Log Columns
      • Move a Column (Project Cost Sheet)
      • Delete a Column (Project Cost Sheet)
      • Hide Cost Sheet Columns (Project Cost Sheet)
      • Edit a Cost Row
      • View or Edit CBS Details
    • Creating a Project or Shell Cost Sheet
      • Add Cost Sheet Columns and Rows
      • Add CBS Breakdown
      • Modify cost sheet default view
    • Setting Up the Company Cost Sheet
      • Create a Company Cost Sheet
      • Add Company Cost Sheet Columns
        • Company Cost Sheet Data Sources
      • Map cost sheet column to an account code
    • Deleting Cost Sheets
  • Setting Up a Company Accounts Sheet
    • How to set up a company accounts sheet
    • Import Company Account Code Attributes Form
    • Create a Company Accounts Sheet
    • Add a Column to an Accounts Sheet
    • Adding and Managing Accounts Sheet Rows
      • Add Rows to the Accounts Sheet
      • Delete Accounts Sheet Rows
      • Import Account Sheet Rows
      • Activate an Account Code
      • Modify Accounts Sheet Default View
  • Setting Up the Funding Manager
    • How to set up the Funding Manager
    • Importing Fund Attribute Form
    • Creating a Company Funding Sheet
      • Add Columns to the Company Funding Sheet
      • Add Rows (Funds) to the Company Funding Sheet
    • Creating a Project or Shell Funding Sheet Template
      • Add a Column to the Funding Template (or Project/Shell Funding Sheet)
      • Add a Funding Column to Project or Shell Cost Sheet
      • Add Rows to the Funding Template
    • Creating a Project/Shell Funding Sheet
      • Add Columns to the Project/Shell Funding Sheet
      • Add Project or Shell Funds (Rows)
    • Defining Fund Assignment Options for Project/Shell Funding
      • Set Up Funding Assignment Options
      • Set Fund Assignment Status and Order
      • Set Fund Assignment Order at the CBS Level
      • Set Fund Assignment Order at the SOV Level
    • Creating Commitment Funding Sheet Templates
      • Add and Manage Commitment Funding Sheet Columns
    • Defining Fund Assignment Options for Commitment Funding
      • Define Commitment Fund Assignment Rules
      • Define Commitment Fund Assignment Details
  • Setting Up Schedule of Values (SOV)
    • How to Set Up SOV
    • Creating an SOV Template
    • Add SOV Columns
    • Deleting Schedule of Values
  • Setting Up Cash Flow
    • How to Set Up Cash Flow
    • Grant Yourself Permissions to Configure Cash Flow
    • Create a Cash Flow Distribution Profile
    • Delete a Distribution Profile
    • Edit a Distribution Profile
    • Creating Cash Flow Data Sources
    • Delete a Cash Flow Data Source
    • Edit a Cash Flow Data Source
    • Distributing Cost Data
    • Cash Flow Curve Templates
    • Create Roll-up Templates
  • Setting Up the Rules Engine
    • About Rules
      • About Control Sources and Levels
        • Control Source
        • Rule Levels
      • Access a Rule or Rule Template
    • Creating Rules and Rules Templates
      • Create a Rule Template
      • Select CBS Codes or Summary Codes
      • Create a Project or Shell Rule
      • Create a Company Rule
    • Validating and Activating Rules
      • Validate a rule
      • Activate or Inactivate a rule
      • Manage Rules
  • Setting Up a Generic Cost Manager
    • Setting Generic Cost Manager Permissions
    • Import Generic Cost Manager
    • Import Generic Cost Manager Attribute Form
    • Creating a Cost Sheet Template for a Generic Manager
      • Create a Generic Cost Sheet template
      • Structure a Generic Cost Sheet template
    • Setting Generic Cost Sheet Template Permissions
    • Creating a Generic Cost Sheet
    • Setting Up the Commitment Summary Template
      • Create a Commitment Summary Sheet Template
      • Create a Commitment Summary Sheet
      • Update a Commitment Summary Sheet from a Template
• Setting Up the Document Manager
  • Document and Folder Properties
  • Permissions
  • Categories
  • Importing Document Manager Attribute Forms
  • Setting Document Manager Administration and User Permissions
  • Working with Folder Structure Templates
  • Lock and Unlock the First-level Folder Structure
  • Configuring Document Manager
    • Creating Document Manager Log Views in Admin Mode
• Setting Up the Planning Manager
  • Importing a Planning Type
  • Granting Yourself Permissions
  • Creating a Default Structure for the Planning Sheet
    • Add a Column Based on a Formula Calculation
    • Add a Column based on a Database Query
    • Create a Planning Column Group
    • Edit Planning Sheet Properties
  • Configuring the Planning Type
  • Deleting a Planning Manager
  • Configuring Planning Manager Configuration Package
  • Granting Planning Setup Permissions
  • Loading the Planning Manager
  • Granting User Permissions
  • Master Log - Planning Items for the Planning Manager
• Setting Up the Portfolio Manager
  • Import a Portfolio
  • Grant Yourself Permissions
  • Create Period Structures
  • Configuring the Portfolio Manager
  • Configuring Portfolio Manager Configuration Package
  • Delete Columns from a Sheet
  • Grant User Permissions
  • Templates (Shell Attribute Form)
    • Shell
    • Cash Flow
• Maintaining the Resource Manager
  • Configuring Resource Manager at Company Level
  • Configuring Resource Manager Configuration Package
  • Viewing and Managing Resource Booking Details (Calendar Tab)
• Maintaining the Schedule Manager
  • Importing an Activity Attribute Form
  • Deleting Schedule Sheets
  • Granting Schedule Manager Permissions to Users
  • Refreshing Schedule Sheet Data
  • Updating Schedule Sheet Properties from Templates
    • What an Update Accomplishes
    • Auto-Scheduling
  • Updating Schedule Sheet Activities from Templates
    • What you can do with Linked Templates:
    • What you cannot do with Linked Templates:
    • Enable and Disable Schedule Sheet Linking
    • Link a Template to a Shell Schedule Sheet
    • Update Linked Schedule Sheets from Shell Templates
    • Unlink a Template From a Shell Schedule
    • View Linked Schedule Sheets
    • Auto-Scheduling
  • Importing Schedule Files
    • Primavera Considerations
    • Microsoft Project Considerations
    • Defining Data Mapping
    • Importing CSV, XML, or MPP files to create or modify schedule sheet activities
      • CBS code options for Primavera XML and Microsoft Project XML
        • Primavera XML and Microsoft Project XML CBS Code interpretation
    • Updating User Information in Schedule Sheet Properties Using Bulk Processing
  • Scope Management Setup
    • Setting Up Scope Management for Activities
  • About activity-level editing
    • Setting Up Activity-level Editing
  • Permissions for the System WBS Sheet
• Setting Up the Earned Value Management Permissions
  • Gateway Permissions
  • Oracle Integration Permissions
  • Master Rate Sheet Permissions
  • Activity Sheet in Shell (User Mode) Permissions
  • Rate Sheet in Shell (User Mode) Permissions
  • Earned Value Permissions
  • OBS Sheet Permissions
  • WBS Sheet Permissions
• Setting Up the Space Manager
  • Space Manager Prerequisites
  • Importing and Configuring Levels and Space Types
  • Configuring Levels and Space Types
    • Configuring a Level or Space Type
    • Configuring Fill Colors and Text for Space Types
  • Configuring Space Manager Configuration Package
  • Creating Levels Sheet Templates
  • Creating a Stack Plan Template
  • Setting Permissions for the Space Manager
  • Query Tabs in Spaces
• Setting Up the User-Defined Reports
  • Creating and Setting Up a UDR Template
    • UDR Data Types
    • Accessing UDR Templates
    • Creating a UDR Template
    • General Tab (All Reports)
    • Data Elements Tab (Tabular Report)
    • Data Elements Tab (Cross Tab Report)
    • Data Elements Tab (Summary Report)
    • Data Elements Tab (Alert Report)
    • Data Elements
    • Query Tab (All Reports)
    • Layout Tab (All Reports)
    • Layout Tab (Page Setup Setting)
    • Layout Tab (Title Page, Header, Footer, Summary Page Settings)
    • Layout Tab (Cross Tab Setting)
    • Layout Tab (Group By Setting)
    • Projects Tab (Program-Level Reports, All Types)
    • Shells Tab (Shell-level Reports, All Types)
    • Permission Tab (All Reports)
    • Schedule Tab (All Reports)
    • Add and Manage Data Elements (Columns) to the Report
    • Manage Report Column (Data Element) Properties
    • Set Auto Range
    • Grant Report Edit or Run Permissions to Other Users
    • Define Report Queries (Query Condition)
    • Set up Title Page, Header, Footer, and Summary Page
    • Schedule Report Runs
      • Report Run Times
    • Enable a Report for Web Services Integration
  • Access Control Permissions for UDRs
  • Creating User-Defined Project, Shell, Program, and Company Reports
    • Company Workspace Admin Mode UDR
    • Create a UDR from a report template
    • Accessing User-Defined Reports (UDRs)
    • Editing or Deleting User-Defined Reports
    • Importing User-Defined Reports into Project or Shell Templates
• Configuration Package Management
  • Accessing Configuration Package Management Node
  • Component Lists
    • Replace in Destination Column (Import and Export)
  • Add-on Component Lists
  • Configuration Packages
  • Add-on Component Lists and Add-on Configuration Packages
  • Add-on Configuration Packages
  • Creating Component List
    • Designs
    • Data Structure Setup
    • Company Access Control
    • Configuration
    • Visualizations
    • Company Workspace
    • Company Templates
    • Shell Templates
      • Defining Shell-Specific Custom Print Templates for Business Processes
      • Supporting Shell Attribute View Forms
    • Single Instance Shells
    • Analytics
  • Component Analysis for Component Lists
    • Dependency Errors
    • Miscellaneous Errors
    • Warnings
  • Creating Configuration Packages
    • Creating a Configuration Package for Export
    • Creating a Configuration Package for Import
      • Impact of Base Currency on Currency for Shells or Templates in Source and Destination
  • Configuration Package with Custom User Attributes (Exporting)
  • Configuration Package with Custom User Attributes (Importing)
  • Component Analysis for Add-on Component Lists
  • Importing Configuration Packages
    • Configuration Package Report and Audit Log
    • Conditions for User Mapping in Configuration Package
    • Configuration Packages Import Rules
    • Impact Analysis Report
  • Viewing Configuration Packages
  • Transferring Configuration Package
  • Comparing Configuration Packages and Viewing Design References
  • Installing Configuration Packages (On Premises Only)
• Title and Copyright Information
• Administer Visualizations From the Company Workspace
  • About This Content
  • Supported Sources for Visualizations
  • Manage Data Sources
    • Types of Data Source Users
    • Enable Permissions to Administer or View Data Sources in the Company Workspace
    • Enable View Permission For Visualizations in User Mode
    • Access the Data Sources Log in the Company Workspace
    • Keyboard Navigation
    • Create Data Sources
      • Data Source Creation Guided Process
        • Properties: Specify Metadata for the Data Source
        • Data Elements: Select Data Elements for the Data Source
          • Add Data Elements From Other Data Sources
        • Calculated Elements: (Optional) Include Calculated Elements in the Data Source
          • Create Calculated Elements
          • Delete Calculated Elements
        • Filters: (Optional) Create Filters for Data Elements
        • Preview: Created Data Source
    • Modify Data Sources
    • Duplicate Data Sources
    • Publish Data Sources
    • Delete Data Sources
    • Restore Data Sources to the Last Published Version
    • View and Export the Data Source Audit Log
    • View and Export the Data Source Usage Log
  • Manage Visualization Content
    • Types of Visualization Content Users
    • Enable Permissions to Administer or View Visualizations Content in the Company Workspace
    • Enable Permissions to View Visualization Content in the User Mode
    • Access the Content Log in the Company Workspace
    • Keyboard Navigation
    • Create or Update Content for Data Visualizations
      • Create or Update Area Charts, Bar Charts, and Line Charts
      • Create or Update Bubble Charts
      • Create or Update Combo Charts
      • Create or Update Pie Charts and Donut Charts
      • Create or Update Funnel Charts
      • Create or Update Gauge Charts
      • Create or Update KPI Cards
      • Create or Update Pivot Grids
      • Create or Update Pyramid Charts
      • Create or Update Scatter Charts
      • Create or Update Tables
      • Create or Update Timeline Charts
    • Duplicate Content
    • Publish Content
    • Unpublish Content
    • Delete Content
    • View and Export the Audit Log of Visualization Contents
    • View and Export the Visualizations Usage Log
  • Manage Visualizations in Project/Shell Templates
    • Prerequisites
    • Add and Update Project/Shell Templates with Visualizations
    • Update Specific Projects/Shells with Visualizations From Project/Shell Template
    • Update All Projects/Shells with Visualizations From a Project/Shell Template
    • Update Selected Project/Shell Templates with Visualizations
    • Update All Shell Templates with Visualizations
    • Update the History Log Across Shell Templates
• Administer Visualizations in Projects/Shells
  • Enable Permission to Administer Visualizations in Projects/Shells
  • Enable View Permission For Visualizations in Projects/Shells
  • Access the Visualizations Log in a Project/Shell (Admin Mode)
  • Create Visualizations in Projects/Shells
    • Create or Edit Visualization Content Items in Projects/Shells
      • Create or Edit Area Charts, Bar Charts, and Line Charts for Visualizations in Projects/Shells
      • Create or Edit Bubble Charts for Visualizations in Projects/Shells
      • Create or Edit Combo Charts for Visualizations in Projects/Shells
      • Create or Edit Pie Charts and Donut Charts for Visualizations in Projects/Shells
      • Create or Edit Funnel Charts for Visualizations in Projects/Shells
      • Create or Edit Gauge Charts for Visualizations in Projects/Shells
      • Create or Edit KPI Cards for Visualizations in Projects/Shells
      • Create or Edit Pivot Grids for Visualizations in Projects/Shells
      • Create or Edit Pyramid Charts for Visualizations in Projects/Shells
      • Create or Edit Scatter Charts for Visualizations in Projects/Shells
      • Create or Edit Tables for Visualizations in Projects/Shells
      • Create or Edit Timeline Charts for Visualizations in Projects/Shells
    • Edit Content Items in the Visualization Layout
    • Remove Content Items From Visualizations in Projects/Shells
  • Edit Visualizations in Projects/Shells
  • Duplicate Visualizations in Projects/Shells
  • Delete Visualizations in Projects/Shells
  • Edit Visualization Properties
  • Manage User/Group Permissions for Specific Visualizations
    • Add Users and Groups For Specific Visualizations
    • Remove Users and Groups From Specific Visualizations
    • Use Bulk Actions to Manage Permissions of Users and Groups For Specific Visualizations
  • View and Export the Visualizations Audit Log From Projects/Shells
• Appendix
  • How Data Caching Works in Unifier
  • Supported Data Element Sources for Business Processes
  • Supported Functions for Calculated Elements
  • Supported Conditions for Data Types