Articles in Category: Primavera Unifier

How To Automatically Generate Email Notifications In Unifier

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.

Unifier Navigation Space

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?

Unifier Business Process Workflows

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.

Unifier User Permissions

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.

Unifier Workflow Auto-Creation

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.

Unifier Snapshots

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 Funding and Cost Rules

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.

Defining Cost Codes In Unifier

A comparison between Primavera Contract Management and Unifier

The cost coding structure forms the building blocks of cost control in both Primavera Contract Management (PCM) and Primavera Unifier. However, how cost codes are entered and interpreted within these two systems is different.