Configure Unifier Essentials

Complete the following tasks in Unifier Essentials to synchronize Aconex issues.

  1. Create a Project: Create a shell (project) with which you want to link your Aconex issues. A shell is where users can organize business information in one place to make managing it easy. See the Creating a Shell topic in Oracle Primavera Unifier Essentials Modules Administration Guide to learn how to create a shell (project).
  2. Enable the Business Process for the Project: Information is entered and stored using electronic business process (BP) forms and routed via configurable workflows. You can create your own BPs and configure the workflow to determine how you will process the Aconex issues created via integration in Unifier Essentials. See Setting Up the Business Process and Configuring Business Process (BPs) topics in Oracle Primavera Unifier Essentials Modules Administration Guide to learn how to enable the BP for the project.
  3. Activate the Workflow: Workflows are included with the BP and control how BP records flow through the steps of the creation, response, review, and approval process. You must activate the workflows that you plan to set up and use. See Configure a BP Workflow (Workflow Tab) topic in Oracle Primavera Unifier Essentials Modules Administration Guide to learn how to activate the workflow.

    Note: The default workflow selected in the auto creation settings of the issues business process is used when Aconex issues are created in Unifier Essentials. See Set Up Auto-Creation for a Workflow BP topic in Oracle Primavera Unifier Essentials Modules Administration Guide to learn more.


Last Published Wednesday, February 8, 2023