Understanding the Vendor Management System
Unifier gives you the ability to manage your vendors by designing a process for vendor management in the software with all the related forms and approvals you desire.
Use Query Tabs To Summarize Record Information
Primavera Unifier gives users the ability to roll-up line item details from multiple records into one.
Primavera P6-EPPM has activity codes and calendars that can be shared across projects, at the EPS level or at the project level. Maintaining the activity codes and the calendars can be time-consuming, especially with multiple project divisions or departments. Oracle Primavera P6 does not have the functionality to move activity codes and calendars from the top Global level to Project level, or to merge codes together if needed, but Emerald's P6 Cleanup Utility via P6-Loader does.
The P6 cleanup utility allows the administrators of P6 and superusers to move activity codes and calendars to different levels in P6's hierarchy in an easy to use tool. This tool can move activity codes and/or calendars up the hierarchy - for example, from project level to EPS level and/or Global level. This is a function that P6 currently does not have, so using P6-Loader to move codes up into global data is very helpful and user friendly. This rollup feature can also do merging and remapping or renaming of fields. P6-Loader also lets you move activity codes and calendars down the hierarchy from Global to EPS and/or to Project level. Keeping your activity codes and calendars standardized is important for corporate project and portfolio management. This feature is now built into P6-Loader, and makes P6 schedule development and consistent database maintenance so much easier.
INCREASING INFORMATION SECURITY IN UNIFIER BUSINESS PROCESSES
As discussed in Unifier Security Part 1: Field Security, the field security of a business process can be configured in Unifier. The line items of a business process can also be configured for increased security and confidentiality. This series of blog posts will explore these security features that can be designed in Unifier uDesigner.
CREATING CUSTOM PRINT LAYOUTS FOR UNIFIER FORMS IN MS WORD
As discussed in previous Unifier blog entries, forms, business processes, and external notifications in Unifier can be easily configured to match company standards. For example, the Unifier print feature is fully customizable so that company logos and formatting can be added to maintain branding standards. To demonstrate these print features we will use Microsoft Word to create a custom print layout.
INCREASING INFORMATION SECURITY IN UNIFIER BUSINESS PROCESSES
As discussed in the blog “How To Customize Workflow Forms”, the fields of a business process form can be fully configured to meet company standards. This can be used to increase information security throughout the business process. This series of blog posts will explore these security features which can be designed in Unifier uDesigner.
EXTERNAL EMAIL NOTIFICATIONS FROM UNIFIER'S BUSINESS PROCESS WORKFLOW ACTION
When an action is taken during a business process, such as Send for Approval, the workflow proceeds to the next step. As a result, the user that was selected in the workflow action will receive a notification in their tasks folder in Unifier. An email will also be sent to the user’s external email account, as specified in their user profile.
CUSTOMIZING BUSINESS PROCESS ORGANIZATION IN UDESIGNER
Primavera Unifier provides a wide range of opportunities to customize your processes depending on your company needs. In this tool, you can customize your workflows, forms, and even create new business processes. But what about the Navigation Space?
CUSTOMIZING BUSINESS PROCESS WORKFLOWS IN UDESIGNER
Business process workflows can be customized in uDesigner to meet project requirements. The workflow is comprised of steps, where users input information on forms and actions. Once information has been inputted, users can choose to send information or trigger processes.
CUSTOMIZING USER ACCESS IN UNIFIER
User permissions can be configured to allow each Unifier user access to specific areas of the software. This will allow administrators to delegate tasks to certain users and rollup necessary information to project and company administrators.
LINKING BUSINESS PROCESSES USING THE AUTO-CREATION FEATURE
Business processes can be triggered from other business processes using the auto-creation feature. Workflow actions can be customized to trigger business process creation and auto-population of the fields in the new business process.
Track and control the evolution of business process design
As discussed in the blog post entitled "Workflow Forms", business processes are fully customizable. This post is dedicated to explaining a helpful piece of functionality for those customizing and making changes to business processes.
UNIFIER BUSINESS PROCESS FORM CUSTOMIZATION
Business processes use forms to carry information throughout the workflow via data elements. These forms are fully customizable depending on company needs and requirements.
A comparison of workflow models between Primavera Contract Management and Unifier
Primavera Contract Management and Unifier both have support for approval workflow, but the approach is significantly different between the two tools. This article will elaborate on some of those differences.
BUILDING REDUNDANCY IN PROJECT FUNDING AND COSTS
Contracts and purchase orders allow project users to commit funds to cost codes, allowing companies to spend funding on required materials and services in both Primavera Contract management and Primavera Unifier.
