4 Manage Companies

The Manage Companies table in Primavera Administration enables you to manage companies for your applications.

A company represents a logical container of users in Primavera Administration.

There are two types of companies:

  • Owner company: An owner company has been created for you. A single owner company is required by Primavera Administration. You can modify certain aspects of the owner company (including the company full name and the password policy). It is not possible to delete an owner company.
  • Partner companies: A partner company is a separate entity from the owner company that needs to access your applications. Examples of partner companies include vendors, resellers, subcontractors, suppliers, and other consultants. Partner companies are listed under the owner company on the left side of the Manage Companies page.

    When you add a partner company in Primavera Administration, you can also assign one or more applications to the company. If you assign Primavera Unifier, the partner company is also created within that application.

Click the "" Manage Companies tab to view the Manage Companies table.

About the Manage Companies Table

By default, the Manage Companies table displays the owner company and all partner companies. See About Manage Companies Table Filters for details on applying filters to control the companies that appear.

Each row in the Manage Companies table represents a single company. The Manage Companies table includes the following columns:

  • Company Short Name: The short name for the company.
  • Company Full Name: The full name for the company.
  • Assign To (Applications): The application for the company.

About Manage Companies Table Filters

By default, the Manage Companies table displays the owner company and all partner companies. Use the Filter field to apply a filter and control the companies that appear.

The following filter is available:

  • Primavera Unifier Production: Displays companies assigned to access to Primavera Unifier.

Add a Partner Company

To add a company:

  1. On the "" Manage Companies tab, click "" Add Company.
  2. In the Company Short Name field, enter a short name for the partner company.
  3. In the Company Full Name field, enter the full name for the partner company.
  4. Do the following to add the partner company to Primavera Unifier:
    1. On the Assign To (Applications) field, triple-click "" Select.
    2. In the left pane, select Primavera Unifier Production.
    3. Click "" Add to selected column.
    4. Click OK.
  5. Click Save.

Note:

When you add a partner company, the address from the owner company is used by default. To change the address, modify the address details in Primavera Unifier.

Modify a Partner Company

You can modify any of the fields for a partner company in the Manage Companies table.

Note:

To modify the Company Short Name field, submit a Service Request to My Oracle Support. See Actions That Require Service Requests for details.

Delete a Partner Company

You can delete a partner company if the following is true:

  • The company is not assigned to an application.
  • No user accounts have been associated with the company.

Note:

If a partner company is no longer needed, Oracle recommends that you disable that company instead of deleting it. See Modify a Partner Company for details.

To delete a partner company:

  1. On the "" Manage Companies tab, click "" Expand to expand the owner company, if needed, and select the partner company you want to delete.
  2. Click "" Context.
  3. Select Delete Row.
  4. Click Yes.
  5. Click Save.