Table of Contents
- Title and Copyright Information
- Welcome to Primavera Unifier
- Getting Started with General Operations
- About Consent Notices (Users)
- Cookies Policy
- Product Accessibility 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
- How Do I Know If Unifier is Cloud-Based and Using ST or MT or If It is On-Premises
- Unifier User Interface
- Company Workspace 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
- 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)
- Collaborating with Team Members
- Auto-Population in Shells
- Financial Period in Shell
- Working with Multiple Document Manager Attribute Forms
- Using Projects
- Using Contact Lists
- Working with Gates and Phases
- Using Shells
- Common Procedures
- Queries
- Attaching Files
- View 2D files in Unifier Viewer
- View 3D File Attachments in Unifier Viewer (Cloud Only)
- Measure Areas and Distances Using the Measure Tool
- Section a Model using the Sectioning Tool
- View Model in Perspective or Orthogonal Modes
- View Model in the Walkthrough Mode
- Use Camera Views
- Enable or Disable Object Visibility
- Reset Model to its Original State
- Use Object Properties to Find Objects with Object Search
- Find Objects Using Explorer Panel
- Composite Objects
- View Object Properties
- Set your Viewer Preferences for Viewing 3D models
- Adding Images
- Adding or Updating Hyperlinks
- CSV File
- Importing Data from an Outside Data Source
- Searching and Finding in Unifier
- Searching and Finding a Shell
- Searching in Managers Logs
- Searching in Document Manager Node
- 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
- 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
- User-Defined Report Formats
- Running a User-Defined Report
- Saving and Retrieving Scheduled Report Results
- Printing 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
- Access Other Smart Construction Platform Applications
- Working with Unifier Managers
- Configurable Managers (Configurable Modules)
- Code and Records-based Configurable Managers
- Code-based Configurable Managers
- Access a Configurable Manager (Configurable Modules)
- Reverse auto-population and Code and Records-based Managers
- Creating Sheets and Records for a Code and Records-based Manager (Standard View)
- Creating Sheets for a Code-based Manager (Standard View)
- Working with Configurable Manager Sheets (Classic View)
- Create a new sheet from an existing template
- Add columns to a sheet
- View column properties
- Add a formula column
- Open a sheet
- View record details
- View sheet properties
- Expand or collapse the sheet rows
- Drill down to more data
- View or edit code details
- View rollup data
- Sort the sheet content
- Filter the sheet content
- Enter sheet data
- Edit sheet data
- Create and view a snapshot
- Copy data to another column
- Search for records on a sheet
- Export sheet data
- Import sheet column data
- Working with Configurable Manager Sheets (Standard View)
- Working with Configurable Manager Logs (Standard View)
- Bulk Editing Configurable Manager Records
- Printing a Configurable Manager Form
- Cost Manager
- Cash Flow
- Cash Flow Curves
- Cash Flow Curves Types
- Cash Flow Worksheets
- Transaction Currency in Cash Flow Curves
- Project or Shell Level Cash Flow
- Project or Shell Level Cash Flow Worksheet
- Project or Shell Cash Flow Properties
- 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
- Creating Project or Shell Level Cash Flow Curves
- Auto-creating a Cash Flow Curve from a Base Commit Record
- Company Level Cash Flow and Roll up Curve
- Cash Flow Curves in Cost Controls
- Summary Cash Flow or Summary Cash Flow Curves
- Activity Sheet as a Schedule Source for the Cash Flow
- Portfolio Manager Budget Curves
- Cost Sheet
- Types of Cost Sheet Data Entry
- Adding a New Cost Sheet
- Working with Project or Shell Cost Sheets
- Cost Sheet sub-node (Standard View)
- Project or Shell Cost Sheet
- Cost Sheet Views
- Open a Project or Shell Cost Sheet
- Cost Sheet Restrictions
- Resize cost sheet window
- Split or unsplit cost sheet window
- Entering Data into a Cost Sheet
- View column properties
- Change cost sheet currency
- Expand or collapse CBS codes
- View cost sheet cell details
- Add Notes or Attachments to a Cell
- Search for CBS codes (rows)
- Edit cost sheet data
- Create, schedule, or view Cost Sheet snapshots
- Importing and Exporting Cost Sheet Data
- Defining the budget
- Managing Project/Shell Cost Sheets and Properties
- View or edit cost sheet properties
- Working with Cost Sheet Forecasting
- Working with Yet to Buy (YTB) and Allowance for Change (AFC) data sources
- Working with Work Packages
- Working with Worksheets
- Project or Shell Cost Sheet Log
- Working with the Company Cost Sheet
- Opening Company Cost Sheet
- Searching for Projects or Shells in Company Cost Sheet
- Importing Company Cost Sheet Data
- Exporting Company Cost Sheet Data
- Adding a Column to Company Cost Sheet
- Restricting a Column on the Company Cost Sheet
- Changing the Properties of a Column on the Company Cost Sheet
- Creating and Opening a Snapshot of the Company Cost Sheet
- Accessing Project or Shell Cost Sheet from Company Cost Sheet
- Schedules of Values (SOV)
- Types of SOV Sheets
- Creating an SOV Structure
- Creating General Spends SOV Sheet
- Creating Payment Applications SOV Sheet
- Creating Summary Payment Applications SOV Sheet Structure
- Granting Permissions to Other Users
- Project Level or Shell Level SOV Sheets (Standard View)
- Managing SOV Structure, Templates, and Sheets
- Adding or Deleting CBS Breakdowns on an SOV Sheet
- Adding Breakdowns to SOV sheet by Importing
- Funding Sheet
- Company and Project/Shell Funding
- Commitment level funding
- Company Funding Sheet, Project/Shell Funding Sheets, and Commitment Funding Sheets
- Working with the Company Funding Sheet
- Working with Project or Shell Funding Sheets
- Allocating Funds to a Project or Shell
- Assigning and Crediting Project/Shell Funds
- Searching for Fund Codes
- Viewing a Funding Sheet
- Importing and Exporting Project/Shell Funding Sheet Information
- Commitment Funding Sheet
- Working with Commitment Funding Sheets
- Commitment Funding Sheets (Source, Structure, Permission)
- Commitment Funding Sheet Log
- Opening Commitment Funding Sheet for a Base Record BP
- Opening a Base Record Business Process from Commitment Funding Sheet Log
- Creating, Viewing, and Editing a Commitment Funding Sheet Structure
- Creating a Commitment Funding Sheet
- About Commitment Funding Columns
- About Commitment Funding Sheet Rows
- About Commitment Funding Assignment Options
- Allocating Funds for Commitment Funding
- Assigning and Crediting Commitment Level Funds
- Working with Commitment Funding Sheets
- Accounts Sheet
- Generic Cost Manager
- Data Sources for Generic Cost Sheets
- Opening Generic Cost Sheet
- Viewing Data for Shells and Sub-shells in Generic Cost Sheet
- Change the Timescale on a Generic Cost Sheet
- Modify Shell and Base Exchange Rates for Manual Data Entry
- Export Generic Cost Sheet data
- Import Generic Cost Sheet data
- Working with Generic Cost Business Processes
- Cost Manager (Standard)
- Rules and Rule Exceptions
- Cost Rules Impacting Cost Manager
- P6, Cost Manager, and Cash Flow
- Cash Flow
- Document Manager
- Before You Begin Working with Document Manager
- About Ownership and Permissions
- Automatic Publishing of BP Records to the Document Manager
- Enabling Document Manager-Generated Email Notification
- Working with Project or Shell and Company Documents
- Accessing Project or Shell Documents and Company Documents
- Navigating Document Manager
- Working with Document Manager in Company and Project or Shell
- Creating and Managing Folders
- Creating and Managing Documents
- View and Open Documents
- Create an Empty Document
- Document Properties Window
- View or Modify Document Properties
- View, Add, or Modify Document Permissions
- Transferring Ownership
- Copy a Document
- Move a Document
- Rename a Document
- Delete a Document
- Revising Documents
- Adding and Viewing Graphic Markups and Comments
- Send for E-Signature
- Creating and Managing Shortcuts
- Favorites
- Uploading Files and Folders
- Downloading Documents and Folders
- Importing and Exporting in Document Manager
- The Recycle Bin
- Index Reports
- View Document Manager Audit log
- Project or Shell Documents or Company Documents Attached to a Business Process
- Unpublished Documents
- Unpublished Documents Log
- Publishing of Documents Automatically
- Opening Unpublished Documents
- Opening Linked BP Record
- Viewing Unpublished Document Properties
- Viewing Unpublished Document Comments
- Downloading Unpublished Documents
- Deleting Unpublished Documents
- Renaming Unpublished Documents
- Searching for and Sorting Unpublished Documents
- Publishing Unpublished Documents to Company or Project/Shell
- Portfolio Manager
- View and Open Portfolios
- About Scenario Sheets
- Open a Scenario Sheet
- Monthly Breakdown of Actuals Values in Scenario Sheet
- View a Scenario Sheet's Properties
- Unlink or Link Projects
- Edit Numbers on a Sheet
- Drill Down to Project Data
- Change Start Dates
- Change Cash Flow Amounts
- Create and Manage Views on a Scenario Sheet
- Filter the Scenario Sheet
- Group the Data on a Scenario Sheet
- Sort the Data on a Scenario Sheet
- Create a Scenario
- Edit the Name of a Scenario Sheet
- Duplicate a Scenario
- Share a Scenario
- Remove a Scenario
- Approve a Scenario
- Export the Scenarios
- Financial Period in Portfolio Manager
- Planning Manager
- About the Planning Manager
- Access Planning Items and Planning Sheets
- Access Planning Items from Master Log - Business Processes node
- Planning Manager Item Log (Attributes)
- Planning Manager Sheet Log
- Create a Planning Item
- Bulk Edit Planning Items from the Planning Manager Log
- Delete Planning Items
- Create a Planning Sheet
- Copy a Planning Sheet
- Open the Planning Sheet
- Add and Manage Planning Sheet Rows
- Add and Manage Planning Sheet Columns
- Filter Planning Sheet Content
- Copy Column Data
- Modify Planning Items from a Planning Sheet
- Grant Planning Sheet Permission
- Understanding Reverse Auto-population
- View the Import Audit Log
- Print a Planning Manager Form
- Resource Manager
- Schedule Manager
- Schedule Sheet permissions
- Maintaining a Schedule Sheet and Updating Its Properties
- Updating the General Tab for Schedule Sheet Properties
- Updating the Gantt Chart Tab for Schedule Sheet Properties
- Updating the Tracking Gantt Chart Tab for Schedule Sheet Properties
- Updating the Options Tab for Schedule Sheet Properties
- Updating the Schedule Tab for Schedule Sheet Properties
- Using Import to Update a Schedule Sheet
- Setting a Schedule Sheet as the Master Schedule Sheet
- Changes that occur to copied and pasted activities
- Adding an Activity to an Existing Schedule Sheet
- Add a schedule Sheet column
- Working with Schedule Sheets
- Schedule sheet toolbar
- Using a Gantt Chart
- Using a Tracking Gantt Chart
- Find an activity
- About activity-level editing restrictions
- Restrict Access to Activity fields and columns
- Use filters in a schedule sheet
- Update rates and cost data
- Constrain Schedule Sheet Activities
- Add general comments (with or without file attachments)
- Refreshing Schedule Sheet data
- Print a Schedule Sheet
- Schedule Manager audit log
- Set Schedule Sheet Baselines
- Lock or unlock the schedule sheet structure
- Linked schedule sheets
- Linked tags and Business Process fields
- Search for schedule sheets
- Activity Sheet (Integrated with an External Application) in Schedule Manager
- Using Schedule Sheets
- Scope Management
- Working with Schedule Sheets with Scope Management
- Launching Business Processes from Activities
- Status Transitions and Activities
- About Launching or Removing Business Processes from Activities
- About Activity Completion
- About Manual or Automatic Control of Individual Activities
- Impact of Schedule Start Date
- Calculation of Estimated Start and Finish Dates
- Impact of Successor and Predecessor Activities on Launching and Completion of BPs
- Entering and Viewing Cost Data
- Effects of multiple calendars
- Project Progress Data Accumulation and Calculation
- Terminology
- Earned Progress and Earned Value
- Add a progress filter for earned value to a column
- Enter progress and earned progress information
- Setting Up the Budget and Progress Method
- Select the activity budget distribution profile
- Select the entry method for the % complete and earned progress
- Select the calculation method for % complete
- Select the calculation method for % earned
- Select CBS codes filtered by workpackage (schedule sheet level only)
- Lock the reporting and progress entry period (schedule sheet level only)
- Entering Progress Data on the General and Resource Tabs of Activity Properties
- Entering Progress in the Activity Progress Window
- Export and Import Activity Progress data
- Using the Activity Progress and Resource Progress Logs
- Progress and Earned Progress Calculations
- Independently Control % complete and Earned quantity
- Method is Manual activity % complete and resource % complete
- % Earned Calculation Method option is Manual activity % earned and resource % earned
- % Earned Calculation Method option is Manual activity % earned - updates resource % earned
- % Earned Calculation Method option is Resource updates Activity - weighted average of resource costs
- % Earned Calculation Method option is Lead resource updates Activity and other resources
- % Earned Calculation Method option is Update Activity and all resources on activity start and finish
- Method is Manual activity % complete - updates resource % complete
- % Earned Calculation Method option is Manual activity % earned and resource % earned
- % Earned Calculation Method option is Manual activity % earned - updates resource % earned
- % Earned Calculation Method option is Resource updates Activity - weighted average of resource costs
- % Earned Calculation Method option is Lead resource updates Activity and other resources
- % Earned Calculation Method option is Update Activity and all resources on activity start and finish
- Method is Resource updates Activity - weighted avg. of resource hours
- % Earned Calculation Method option is Manual activity % earned and resource % earned
- % Earned Calculation Method option is Manual Activity % earned - updates resource % earned
- % Earned Calculation Method option is Resource updates Activity - weighted avg. of resource costs
- % Earned Calculation Method option is Lead resource updates Activity and other resources
- % Earned Calculation Method option is Update Activity and all resources on activity start and finish
- Method is Resource updates Activity - weighted avg. of resource costs
- % Earned Calculation Method option is Manual activity % earned and resource % earned
- % Earned Calculation Method option is Manual activity % earned - updates resource % earned
- % Earned Calculation Method option is Resource updates Activity - weighted avg. of resource costs
- % Earned Calculation Method option is Lead resource updates Activity and other resources
- % Earned Calculation Method option is Update Activity and all resources on activity start and finish
- Method is Lead resource updates Activity and other resources
- Method is Manual activity % complete and resource % complete
- Activity and resource % complete updates % earned
- Method is Manual activity % complete and resource % complete
- Method is Manual activity % complete - updates resource % complete
- Method is Resource updates Activity - weighted avg. of resource hours
- Method is Resource updates Activity - weighted avg. of resource costs
- Method is Lead resource updates Activity and other resources
- Activity and resource % earned updates % complete
- Method is Manual activity % earned and resource % earned
- Method is Manual activity % earned - updates resource % earned
- Method is Resource updates Activity - weighted avg. of resource costs
- Method is Lead resource updates Activity and other resources
- Method is Update Activity and all resources on start and finish
- Independently Control % complete and Earned quantity
- Creating Schedule Manager Custom Calendars
- Do not allow update of % complete and % earned
- P6 Summary Sheets
- Schedule Sheet Integration
- Auto-Scheduling of Activities
- Activity Manager
- Activity Sheet Sub-Node
- Bulk Assigning WBS Code to Different Activities
- Link Activities (Adding Dependencies)
- Manual Activity Sheet Gear Menu
- Manual Activity Sheet Start Date, Finish Date, and Duration
- Manual Activity Sheet and CSV Template
- CSV Template for Activity Details
- Using CSV Import to Update Activities
- New and Existing Activities Through CSV Import
- New "In Progress" and "Completed" Activities
- Update Activities
- Add Start Milestone Activity
- Update Existing Activity (Not Started) to Start Milestone
- Update Existing Activity (In Progress or Completed) to Start Milestone
- Manual Activity Sheet (Supported Schedule Types)
- Manual Activity Sheet Dates
- Activity Sheet User Defined Report (UDR)
- Roll Up Activity Sheet to Cost Sheet
- Importing Manual Activity Sheet
- Creating and Managing Views in Activity Sheets and the System Activity Sheet
- Space Manager
- Space Manager Prerequisites
- Accessing the Space Manager
- Quick Calendar
- Working with Levels
- Working with Spaces
- Working with a Levels Sheet
- Creating a Levels Sheet
- Adding Columns to a Levels Sheet
- Copying Column Data Within a Levels Sheet
- Exporting CSV or Microsoft Excel Files from the Levels Sheet
- Taking Snapshots of a Levels Sheet
- Viewing Snapshots of a Levels Sheet
- Printing or Exporting a Levels Sheet
- Viewing the Audit Log of a Levels Sheet
- Changing the Row Coloring of a Levels Sheet
- Updating the Properties of a Levels Sheet
- Working with Stack Plans
- Printing a Level or Space Record
- Exporting and Importing CSV and Excel Level or Space Templates and Records
- Creating and Managing Log Views in the Space Manager
- Using Bulk Edit to Update Level or Space Records
- Configurable Managers (Configurable Modules)
- Working with Business Processes
- Best Practices for Working with Business Processes
- Business Processes
- Workflow and Non-workflow BPs
- Business Process Types
- Business Process Step Editor
- Business Process Dates and Calendars
- Working with Quick Calendar Entry
- Business Process Forms
- Completing a BP Record Form
- Creation Step
- Update Step
- View Step
- Auto-Populating Fields in a BP Record
- Reverse Auto-Populating (RAP) Fields in a BP Record
- Viewing Messages or Cc'd Tasks
- Accessing a BP Record from an External System
- Business Processes in Company Logs and Logs Nodes
- Creating a Business Process (BP) Record
- Manually Creating a BP Record from a BP Log
- Manually Creating a BP Record from the Master Log
- Manually Creating a BP Record from the Tasks Log
- Creating a BP Record by Copying an Existing BP Record
- Creating Business Process Records Across Projects/Shells From the Master Log
- Copying a BP Record in Master Log
- Visibility of Properties Tabs in BPs
- Auto-Creating BP Records
- Auto-Create a BP Record from a Workflow Step (S-Step)
- Auto-Create a BP Record, or Line Item, Based on Conditions or Frequency
- Bypassing the Initiation Step (I-Step)
- Examples of Auto-Creation
- Rules for Checking Conditions for Auto-Creation
- Auto-Creation in Operation
- Schedule BP Auto-Creation Dynamically
- Stop Auto-Creation
- Create a BP Record, or Line Item, with Manual Auto-Creation
- Auto-Create SPA Commits with Variable Unit Cost Lines
- Creating a BP Record in Document Manager
- Creating a BP Record from a Template
- Creating BP Templates and Scheduling BP Creation
- Creating a BP Record with Attachments From Aconex Mail (Cloud Only)
- Using CSV and RESTful Services
- Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk
- Microsoft Excel Format for Creating BP Records
- Microsoft Excel Format for Creating Line Items for BP Records
- Microsoft Excel File Format for Bulk Update Export/Import Process
- Microsoft Excel File Format for Bulk Creating BP Records in the Master Log
- Microsoft Excel File Format of Shell Details File
- Error File Format of Bulk Update Import Process
- Available Pickers For Business Process Types
- Viewing the Import Audit Log
- Filling Out a Business Process Form
- Saving a Draft of a Workflow Business Process
- Accessing Custom Business Process Help PDF File
- Adding and Managing Line Items
- Restricting Line Items by Using Copy with Conditions Option
- Adding and Managing Line Items Using the Grid View Feature
- Adding and Managing Comments
- Working with Query-Based Tabs
- Working with File Attachments and Markups
- Adding Attachments
- Opening an Attachment
- Renaming an Attachment
- Attach Files to Comments Section of a Business Process
- Document-Type Business Process Forms (Without Folder Structure)
- Document-Type Business Process Forms (With Folder Structure)
- Attach Files to Document-Type Business Process Forms
- Add Markups to a Business Process Attachment
- View Attachments in a Business Process
- Download Attachments in a Business Process
- Reviewing Attachments in a Business Process
- Revising Attachments in a Business Process
- View Graphic Markups in a Business Process Attachment
- Publish Attachments or Revised Attachments in a Business Process
- Remove Attachments from a Business Process
- Comparing File Attachments
- Republishing DM Document from BP Record
- About Linking Business Process Records to other Business Process Records
- Working with Linked Mail
- Attaching External Emails from the Project or Shell Mailbox to a Record
- Sending Attachments for E-Signature
- Adding or Viewing a Map (Geocoding)
- Adding an Image
- Adding or Updating a Hyperlink
- Viewing Referencing Records
- Participating in a Workflow
- Completion Policies, Workflows, and Resolving Actions
- Working with Tasks
- Taking Action on Your Task
- Taking Action on Multiple Tasks at the Same Time
- Accepting Your Tasks
- Undoing Accepting Your Tasks
- Declining a Task
- Completing a Business Process Form
- Assigning Users for the Next Step or Sending a Copy
- User Picker and Group Picker
- View User Profile
- Modifying Step Due Date
- Adding Additional Assignee or Sending Additional Copy
- Completing Tasks via Email
- About Email Notifications for Business Processes
- Managing Business Process Records
- Transferring Ownership - Business Process Records
- Granting or Updating Record Permissions for Non-Workflow Business Processes
- Editing Business Process Records
- Editing a BP Record for Editors
- Editing a BP Record from Master Log - Business Processes Node
- Editing Multiple BP Records (Bulk Edit)
- Editing Multiple BP Records (Bulk Edit) from Master Log - Business Process Node
- Exporting BP Records Using Bulk Update From Business Process Log Node
- Updating BP Records in Excel for Bulk Update From Business Process Log Node
- Business Processes Supported by the Bulk Update Export/Import Process
- Business Processes Not Supported by Bulk Update Export/Import Process
- Modifying the Excel File for Bulk Update
- Importing the Excel File for Bulk Update
- Supported Data Elements For Bulk Update in Excel Import
- Viewing Bulk Update Import Data History Details
- Viewing Error Details of the Bulk Update Import Process
- Reusing the Error File For Bulk Update Import Process
- Auditing Business Processes (Audit Log)
- Printing and Distributing BP Forms
- Auto-Populating BP Data Picker on BP Auto-Creation
- Auto-Populating Record Due Date on BP Workflow Auto-Creation
- Updates on Document Attributes for Business Processes
- Business Processes with Special Behaviors
- Schedule of Values (SOV) Sheets and Business Processes
- Payment Application Business Processes
- Payment Application Tasks and Performing Multiple Actions-Bulk Action
- Payment Application BP and Multiple Payments
- Payment Application BP and Negative Change Commits
- Enter Payment Application Line Item Information
- View Payment Application Line Item History
- Export Line Item History
- Save Payment Application in Draft Mode
- Draft Mode and SOV Synchronization
- View the Schedule of Values (SOV) Sheet
- Importing, Exporting, and Integration
- Import New Payment Application Records
- Import Payment Application Line Items into a BP
- Payment Application Grid Column Total
- Payment Application BP Record in Terminal Status
- Payment Application BP Record in Non-Terminal Status (In-Flight)
- General Spends Business Processes
- Change Commit Business Processes
- SOV Summary Payment Applications Sheets and Business Processes
- Adding Values to a Summary Payment Applications SOV Sheet
- Summary Payment Applications SOV Sheet window
- Grid Support in Base Commit and Change Commit
- Grid Support for Base Commit
- Additional Grid Toolbar Options
- Other Elements of Line Items and the Grid
- Effect of uDesigner on Gear Menus
- Line Items in the Grid
- Gear Menus for Summary Line Item
- Adding and Managing Line Items in Grid View
- Handling Errors in the Grid
- System-defined Fields for the Summary Line Item
- Costed Line Items in the Grid
- Grid Support for Change Commit
- Grid Support for Base Commit
- Summary Payment Application Grid Column Total
- SOV Summary Payment Application Business Process
- Overpayment in Summary Payment Applications SOV
- Base Commit SOV Type
- Change Commit Summary Payment Application SOV Type
- Totaling Cost Breakdown Values
- Request for Bid (RFB) Business Processes
- Request for Bid (RFB) Type Business Process Form (Private)
- Audit Logs in Requestor BP (Private Bid and Public Bid)
- Language, Time Zone, and Date Format for Vendors BP
- Working with RFBs
- Sending the Bid Request for Internal Review and Approval
- Starting the Bidding Process
- Filtering Bidders
- Public Bidding
- Private or Non-Public Bidding
- Bidders and Passwords
- Comparing the Bids
- Select Winning Bid
- Auto-create Contract
- What the Vendor Does
- Changing Vendor Email Address
- Exporting Record Details and Line Items from Bid Comparison Sheet
- Lease Business Processes
- Lease Business Process Terminology
- Lease Business Process Use Cases
- Various Payment Terms for the Same Lease
- Different Payment Allocations for Multiple Tenants
- Semi-annual Lease Terms with Proration
- Handling Rent Pre-payments
- Straight Lining with Quarterly Payments
- Straight Lining with Monthly Payments
- Lease Term of 20 Years with Escalation
- Escalation Based on Index Rate
- Creating and Managing Lease Business Processes
- Creating and Using an Allocation Template
- Viewing, Printing, or Exporting the Payment Schedule
- Auto-create an Invoice or Payment Request from a Lease Business Process
- Taking a Snapshot of a Lease
- Viewing Snapshots of a Lease
- Calculating Net Present Value (NPV)
- Reservation Business Process
- Entering Values in Fields
- Business Processes with AI Features Enabled (Cloud Only)
- Business Process Forms, Managers Attributes, and Shell Dashboards - User Interface
- Working with Earned Value Analysis
- Prerequisites
- Summary of Steps for Earned Value (EV) Analysis in P6
- Configuring the Gateway Integration for P6
- Mapping P6 Projects in Shell Details
- Master Rate Sheet
- Master Rate Sheet and P6
- Master Rate Sheet and Oracle Primavera Cloud
- Accessing the Master Rate Sheet Log
- Master Rate Sheet Log: Toolbar Functions
- Master Rate Sheet Log: Tabs
- Opening the Master Rate Sheet
- Master Rate Sheet and Manual Activity Sheet
- Creating Master Rate Sheet
- Master Rate Sheet (View)
- Adding Resources
- Assigning Standard Rates, New Rates, and Rate Breakdowns
- Master Rate Sheet Resource
- Adding Roles Manually
- Adding Standard Rates and Rate Breakdowns
- Importing Resources, Roles, and Rate Breakdown
- CSV Import for Role and Resource Rates
- Activity Manager
- Activity Sheet Sub-Node: Activity Sheets Log and System Activity Sheet
- Activity Sheets Log and System Activity Sheet
- Activity Sheets Log (Toolbar Options)
- Activity Sheets Log (Columns)
- Activity Sheets Log (System Activity Sheet Gear Menu)
- Activity Sheets Log (System Activity Sheet Properties Tabs)
- Creating a System Activity Sheet
- System Activity Sheet Log Toolbar options
- System Activity Sheet Log Columns
- System Activity Sheet Log Gear Menu Options
- System Activity Sheet Log Properties Tabs
- Activity Sheet User Defined Report (UDR)
- Roll Up Activity Sheet to Cost Sheet
- Roll Up of Earned Value Analysis Sheet Columns to Cost Sheet
- Roll Up of Earned Value Analysis Sheet Columns to WBS Sheet
- Supported Objects for P6 XML Import (System Activity Sheet)
- Rate Sheet Node
- WBS Sheet Node
- OBS Sheet Node
- About Unifier and Oracle Integration
- About Unifier and P6 Integration
- About Unifier and Oracle Primavera Cloud Integration
- Source Application Link in Activity Sheet
- Activity Sheet Created from P6 through Gateway
- Activity Sheet Created from Oracle Primavera Cloud Project through Gateway
- Unifier Activity Manager for Oracle Primavera Cloud Schedules
- P6 Activity Picker in Business Process or Shell Details
- Earned Value Manager
- Earned Value Analysis
- Earned Value Analysis Report
- Earned Value Management Permissions
- Earned Value Management Attributes
- Earned Value Management Templates
- Earned Value Management Configuration Package
- Using Visualizations
- Visualizations Overview
- Permission-Based Visualization Tasks for Project/Shell Users
- Access the Visualizations Log in a Project/Shell (User Mode)
- Keyboard Navigation
- Edit Visualizations in Projects/Shells
- Create or Edit Content Items for Visualizations
- 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
- Edit Content Items in the Visualization Layout
- Remove Content Items From Visualizations in Projects/Shells
- Create or Edit Content Items for Visualizations
- Rearrange the Visualization Layout
- Print Visualization PDFs
- Use Filters to Search For Visualizations