Oracle Primavera P6 18.8 Released

 

The major release 18.8 for P6 EPPM is now available.  The following list of enhancements have been added for Primavera P6 EPPM 18.8 For more information visit:

Oracle Primavera P6 Professional 18.8 Login

Performance has been enhanced in loading the Activities, EPS, Resource Assignment, Resources, Roles, and User Access pages when multiple user-defined fields are included in the review
     

IMPORTANT UPDATE - RELEASE P6 18.8

WEB

  • New HTML5 userinterface for Risk
  • Classic views from EPS, Activity, and Resource Assignments were removed
  • Removal of applets impacts the following functionality:
  • Resource Team Summary
  • Open Request for Resource
  • Resource Analysis Chart: Replaced with improved charts in Resources/Resource Analysis
  • My Workgroups
  • Import global data to/export global data from P6: Import and export data via Excel on the Enterprise Data page. This feature is helpful for periodic updates of enterprise data. Existing data can be updated and new data can be added. If data fails to import, download a copy of the import file with appended information on why data failed to import. In this release, activity code import and export has been implemented.
  • Assign project preferences at EPS level in Standard view: Preferences are applied to all projects in the specified EPS node and its child nodes
  • Manage personally identifiable information in P6 EPPM and Professional
  • Improved Visibility of Activity Information and Streamlined Bulk Edit Functionality In P6 for Android
  • Interactive Gantt in the Standard View of the Activities Page and the Capacity Planning Page
  • Create multiple user views on the EPS, Activities, Resource Assignment, and Project Assignment pages
  • Performance Percent Complete Field Based On Labor Units
  • Import and Export Location with Projects

TM

  • Grouping and filtering improvements: Use up to five criteria to filter activity data. Group activities and assignments by project and WBS
  • Filter based on the primary resource assigned to an activity in P6 for Android and P6 for iOS.
  • Search the activity list based on codes and user-defined fields in P6 for Android and P6 for iOS.
  • Use a setting in P6 to restrict whether resources in Team Member Web, P6 for Android, and P6 for iOS can assign themselves to activities outside the resource’s OBS access.

Prime

  • Integration with Oracle Prime: Integration with Oracle Prime Import tasks from the Oracle Prime Projects Tasks to P6 Professional when connected to an EPPM database to integrate your lean scheduling process with P6. Prime tasks are visible in P6 Client as tasks assigned to activities in integrated projects
  • Prime Sync is no longer supported in P6 EPPM: Use Primavera Gateway to configure a connection between P6 and Oracle Prime Projects.
  • The following special operation event triggers have been added: Publish Audit Data Job Service, Global Search and Replace Job Service, Import Job Service, Export Job Service, and Update Baseline Job Service
  • Import tasks from the Oracle Prime Projects Tasks app for lean scheduling in P6

INTG/Webservices

  • Performance Enhancements.

P6PRO

  • Import:
  • View XML Import and Export Logs Without P6 EPPM:
  • View XML import and export logs without the need for P6 to be installed on Primavera Virtual Desktop.
  • Import Zipped XER Files:Import XER files directly from a zipped file without the need to decompress the file manually before importing
  • Improvements in offline working: View the date and time when a project was last cached in the Last Cached Date column in the Projects View
  • Performance Percent Complete field based on labor units:The Performance % Complete-Labor Units field in P6 Professional shows the percentage earned value of the budget at completion as calculated from labor units
  • Upload Graphics to View and Print From Any Location in P6 Professional

Oracle Primavera P6 18.8.0.1 Released

 

IMPORTANT UPDATE: The major patch 18.8.0.1 for P6 EPPM is now available.  The following list of patches have been added for Primavera

WEB/P6 Cloud Connect

  • DELETING CODE TYPES WHOSE VALUES ARE HIERARCHICAL CAUSES DELETES OF OTHER CODES

 

Oracle Primavera P6 18.8.1.0 Released

 

IMPORTANT UPDATE: The major patch 18.8.1.0 for P6 EPPM is now available.  The following list of patches have been added for Primavera

WEB

  • 28543202 TEAM MEMBER LOGOUT URL FAILS WITH 404 NOT FOUND ERROR WHEN IT CONTAINS A ?

  • 28538791 SELECT BUTTON IN OBS DIALOG BOX IS GREYED OUT.

  • 28529604 FP PARAMETERS FROM P6 TO BI PUBLISHER NOT PARSED CORRECTLY

  • 28493618 FP-MIGRATE.BAT COULD NOT REUSE EXISTING TABLESPACE

  • 28473105 'UNABLE TO SAVE CHANGE' WHILE ADDING RESPONSE ACTION

  • 28574985 ACTIVITIES PAGE DOES NOT LOAD

  • 28443657 DELETING BASELINE OF A PROJECT WITH DOCS DELETES DOCS USING COLLAB SYNC SERVICE

  • 28438080 TRYING TO ASSIGN A RISK MATRIX TO THE PROJECT BUT NOT ABLE TO SEE THE PROJECT

  • 28428653 PROJECT ARBITER SETTINGS DO NOT ALWAYS UPDATE

  • 28400300 NEW CALENDARS DO NOT INHERIT EXCEPTION TIME IN P6 WEB

  • 28343769 ERROR: UNABLE TO LOAD DATA.. WHEN LOADING EPS PAGE

  • 28300342 LAG IN DAYS DOES NOT CALCULATE CORRECTLY IN STANDARD VIEW.

  • 28040417 P6 OUTPUT FOR A MULTIPLE TEXT PARAMETER CUTS OFF AFTER FIRST VALUE

  • 27610537 17.12.1 PATCH UTILITY FAILS WHEN WEBLOGIC PASSWORD CONTAINS SPECIAL CHARACTERS

  • 27264911 UNABLE TO CHECK 'HIDE IF EMPTY' WHEN USING MULTIPLE GROUPING BANDS

  • 28423838 COPY/PASTE IS NOT WORKING FOR ACTIVITIES ASSIGNED WITH PREDECESSOR/SUCCESSOR

P6 CLIENT

  • 28485598 UNABLE TO VIEW/UPDATE PROJECT LAYOUT FILTERS WITHOUT GLOBAL PRIVILEGES

  • 28483918 USER PREFERENCES CAUSING USER TO NOT BE ABLE TO LOGIN

  • 28268233 LARGE XER IMPORT IN PVD FAILS WITH ERROR \TSCLIENTC IS NOT ACCESSIBLE.

  • 28536030 CHANGE THE FLAG IN PM WHEN READING THE REGISTRY FROM KEY_ALL_ACCESS TO KEY_READ

  • 28477881 DEFAULT IMPORT TEMPLATE NAME SHOULD NOT BE EDITABLE FOR P6 XML IMPORT

  • 28446230 CLOUDCONNECT HEAP MEMORY USAGE INCREASES OVER TIME DUE TO MEMORY LEAK

  • 28392281 COPY/PASTE PROJECT DOES NOT DELETE PRIMARY RESOURCE WHEN IT IS NOT SELECTED

  • 28181000 EXTERNAL SUCCESSORS MISSING IN DETAILS PANE

  • 28368161 P6PROCLOUDCONNECT SERVERS CONTINUALLY LOCK UP WITH STUCK THREADS

  • 27948468 AFMGS-1536-0 WHEN ADDING THE RISK COLUMNS PRE/POST DATES IN THE P6 CLIENT

 Team Member

  • 28547031 AND SHOW UP AS &#X27 OR A BOX IN TIMESHEET NOTES
  • 28444919 TIMESHEET EXPANDED ASSIGNMENTS OVERTIME AREA DRAWS INCORRECTLY

SRVS

  • 28367094 READ PERIODATCOMPLETIONCOST FOR RESOURCEASSIGNMENT

Oracle Primavera Unifier 18.8 Released

Oracle Primavera Unifier 18.8 has been released, bringing an abundance of new and exciting features. Below is a list of the major changes and improvements that come with this new update.

  • Schedule Manager: Disable automatic re-scheduling within Unifier Schedule and integrate Activities (with their dependencies) with the same schedule that exists in P6 and MPP. Also, you can manually schedule activities in Unifier Schedule Sheet.
  • Exchange Rates with effective dates in the past are now available.
  • Space Manager has a modernized user interface.
  • Earned Value enhancements
    - Earned Value Analysis log has new toolbar options
    - Activity Sheet
  • Document Manager enhancements
    - Folder and Document Properties
    - Document Logs (Standard View)
    - Folder and Document Attributes
  • Change User Defined Report (UDR) owner: The owners and users who have full access permission can now change the UDR owner’s and user’s name.
  • Business process forms of the following types have redesigned UI.
    - Document with Folder Structure
    - Lease log
    - Preventive Maintenance
  • Configuration Installation Files will be replaced with Configuration Packages, and the released Base Configuration Packages will be available on My Oracle Support:
    - Project Controls
    - Facilities and Asset Management
    - Combined Package (Project Controls and Facilities and Asset Management)
    Note: This setup does not apply to existing customers.
  • The shell landing page (My Dashboard) has a new look with improved usability. The Summary tab displays three standard tiles – Tasks, Notifications, and Mail with items requiring your attention, and three standard blocks – Image, Details, and Links.
  • Starting with Unifier 18.8, Oracle Web Services Manager (OWSM) is no longer supported.

Unifier Mobile Browser (/m) has been deprecated.

18.1

Unifier’s Home Landing Page has been revamped with interactive tiles and charts, and statistical information about tasks.

18.1

Business Process enhancements: Creation of new records: Upper Form - Creation of new records: Line Items - Ability to toggle between old and new business process form views. This enhancement applies to the Development and Testing environments, only.

18.1

Enhanced Single Record Business Process Log.

18.1

Configure the runtime list of default business process log views per business process.

18.1

WBS label is changed to CBS across Unifier.

18.1

uMail is renamed to Mailbox in all locations.

18.1

The Notifications log is redesigned similar to the Tasks log.

18.1

All login screens of the Unifier application have been modified with a standard look and feel.

18.1

View replies from external users in the Project Mailbox.

18.1

Choose to display project/shell name or number in the navigation tabs.

18.1

Customize the Total row of the grid in Payment Applications and Summary Payment Applications to accurately reflect its values at runtime.

18.1

Synchronizations are available in Unifier Gateway node to import P6 activities into Unifier Shell.

18.1

Unifier Analytics now supports cost code attributes, tab ID, and pickers.

18.1

The display of monthly actuals in Portfolio Manager has been extended to derived curves, multiple forecast curves, linked/unlinked projects, and yearly plans.

18.1

Configure Portfolio Manager to send notifications to users and groups when a scenario is shared or approved.

18.1

Keep the current session active in Unifier.

18.1

Document Management (DM) enhancements: Availability of advanced search functionality. - Ability to add frequently visited documents and folders to Favorites - Ability to use templates to update DM changes in shells of the same type. - The interface of the Documents template of a shell template has been modified for better usability. - Ability to sort columns in the log regardless of the number of pages. - Ability to switch between grid and tile view of the log layout. - Ability to use the enhanced methods to create, view and manage shortcuts in the Document Manager.

18.1

SPA Enhancement: Overpayment in Summary Payment Applications SOV
Starting Unifier release 18.2, you can now overpay on line items of the Summary Payment Applications business process.

18.2

SPA Enhancement: Update Existing Previous Payment Calculations
You can override the existing hardcoded calculation on the Previous Amount (uuu_spa_prev_amt) field by selecting a custom data element -- for example, Amount This Period on the standard detail form of the Summary Payment Applications business process.

18.2

SPA Enhancement: Summary Row Totals
The Summary Row Totals enhancement applies to a Payment Applications business process with reference to a Contracts business process of Summary Payment Applications SOV type.

18.2

Web Services Integration: getSOV for Summary Payment Applications
You can now run the Webservice getSOV call to get SOV details of a contract of Summary Payment Applications SOV type.

18.2

Business Process: Redesign for Simple and Line Item – Phase 2
In the Attachments tab, Browse (My Computer in earlier versions), and Document Manager (Unifier Folders in earlier versions) are now available as Attach dropdown options.

18.2

Business Process: Linked Mails Tab
When maximized, the Linked Mails tab of a BP form is divided into left and right sections. The left section displays the grid, and the right displays the functions, content and attachments of the selected mail.

18.2

Business Process: Enhanced log UI in Query Based Tabs
Query based tabs in BP forms have a new look with some additional functionality.

18.2

Business Process: Calendar Enabled Objects
Calendar-enabled simple and line item business processes now support the new form UI.

18.2

Business Process: Master Vendor Business Process
The enhanced form UI has also been extended to the Master Vendors BP.

18.2

Business Process: Line Item Consolidation – Phase 2
The bottom line item section in line item business processes have been further enhanced.

18.2

Business Process Form: Picker and Manual Entry fields
In picker fields, click X to clear out the selected values.

18.2

Business Process: Picker UI Changes
Picker styles have been modified.

18.2

Business Process: Task Assignee Filter Enhancements
In workflow business processes, match the assignee filter results against AND, as well as OR, conditions.

18.2

Business Process: Filter Cc Assignees in a Workflow
Define filter conditions on Cc assignees in a workflow step regardless whether they are pre-assigned or user-select.

18.2

Document Manager: Enhanced Move Functionality
Move a file or folder in the Document Manager using the enhanced Move functionality. Use Move from the gear menu to move a single folder or file; use Move from the Actions menu to move multiple items. In previous versions, the move would be aborted if a file or folder with the same name existed in the destination folder, and the user is prompted to keep both files or revise with this enhancement.

18.2

System Jobs Enhancements: Company administrators can access system jobs data and modify the time zone to trigger jobs.

18.2

Unifier Mobile Application for iOS
Support for user-based locale and region formatting. The app is fully supported in the following twelve languages: Chinese (Simplified), Chinese (Traditional), Dutch, English, French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Russian, and Spanish. - Users can now choose to work in the timezone of their device or the Unifier server when working from different locations. - Copy BP records and line items with or without attachments. - Support for split screen display on iPads. - Easily search the Documents hierarchy for files and folders. - When routing workflow records, expand and select users from the task assignee group as the next step assignees. - Support for conditional filtering of step assignees as per the workflow design.

18.2

Unifier Mobile Application for Android
Support for user-based locale and region formatting. The app is fully supported in the following twelve languages: Chinese (Simplified), Chinese (Traditional), Dutch, English, French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Russian, and Spanish. - Users can now choose to work in the timezone of their device or the Unifier server when working from different locations. - Access, view, and save all Company and Project-level documents from the Documents tile on the Home screen. - Easily search the Documents hierarchy for files and folders. - When routing workflow records, expand and select users from the task assignee group as the next step assignees. - Support for conditional filtering of step assignees as per the workflow design. - Support for Text type BPs. - View the geo-location of projects and business process records.

18.2

Create custom financial periods to provide more flexibility in budget forecast and analysis.

18.3

Create folder, document, and log attribute forms for different projects to capture different metadata.

18.3

Create multiple log views in Administration mode for use in Document Manager.

18.3

Use the Preview gear menu option to preview files in different formats in the Attachments tab of redesigned business process forms.

18.3

At runtime, use the new Add to Group record property to group line items in categories.

18.3

New system-defined Portal landing page minimizes customization using HTML.

18.3

Unifier now supports the asynchronous upload of folders and files into Document Manager, allowing you to perform other operations in the application while the upload continues in the background.

18.3

Create workflow BP templates and records from templates using updated user interface and interactions.

18.3

Company administrators can see a combined license count and usage for company and partner users (labeled as standard users in terms of license) on the License Manager landing page.

18.3

The Summary Totals behavior now supports data elements uuu_spa_amt_tp (Amount this Period) and uuu_spa_qty_tp (Quantity this Period) when "Total the Cost Breakdown values to the line item" option is selected in uDesigner.

18.3

Right-side tabs in a BP form are enhanced: Attachments tab - Comments tab - Linked Records tab - Linked Mail tab

18.3

Portfolio Manager scenarios now display derived curves and monthly actuals from project cash flow.

18.3

View the new business process form design when creating records in the Document Manager.

18.3

Business process log and form UI enhancements are extended to support the Project/Shell Creation business process type.

18.3

Preferences available in the username list on the top navigation bar has been modernized.

18.3

Managing Personally Identifiable Information
Features have been added to Primavera Unifier that enable you to manage personally identifiable information (PII), including creating consent notices, auditing consent status, and controlling access to Unifier.

18.4

Rename a document in Document Manager (or Unpublished Documents), if the Name field (uuu_dm_node_name) in the document attribute form design has been changed from Read-Only to Editable (Required).

18.4

Restore a file in Document Manager to an older version along with comments and references associated with it.

18.4

In the Tasks and Business Process logs, drag and drop log views in the Manage Views dialog to quickly reorder them, instead of using the Move Up/Move Down gear menu options.

18.4

Dock the floating Search dialog to the right or the bottom of the log page using the toggle Dock Right/Dock Bottom icon.

18.4

View a graphical representation of the relationships of the base record with reference and linked records in the Referenced Records tab of a business process record.

18.4

CSV and Webservices now support the grouping of line items.

18.4

Cost business processes of sub-type, Line Item with CBS codes, and classification, Generic, and Transfer display the enhanced form interface.

18.4

View the enhanced interface in CBS Picker, Transaction Currency Picker, Work Package Picker, BPO Picker, and BPO Line Item Picker in cost business processes.

18.4

Use the toggle Collapse / Expand All Groups icon to collapse or expand line item groups in a business process form’s detail tab.

18.4

The support for financial periods is extended to Cash Flow by CBS, Summary CBS, and Commitment detail levels.

18.4

Introducing Earned Value Analysis module using schedule data, activities, and rates imported from P6 via Gateway to calculate earned value and related measures for a project – planned value, actual cost, variances, performance indices, and at completion values.

18.5

On the License Manager landing page, view an Earned Value Management block with gauge charts indicating license terms, current usage, and overage.

18.5

Create and run user-defined reports using permission-based data sources.

18.5

The referencing BP data-picker on the destination record displays a hyperlink pointing to the source record when a business process record is auto-created by way of a BP Creator, in the source record.

18.5

Project Mailbox has been converted to a parent node with Inbox as a child node. Additional email addresses you provide are available as folders below the default Inbox.

18.5

Schedule publishing of Unifier data to OBIEE is now every 4, 6, 8, or 12 hours.

18.5

Access to Consent Notice child nodes – User Consent and Bidder Consent – is now controlled by permissions. Modify and View permissions are available for each node in Access Control and other permission-related modules and templates.

18.5

Set permissions to control who can see company-wide business process data in Primavera Analytics. In Unifier, additional User Mode Access permissions are added to Company Workspace/Non-navigational Nodes/Analytics: View All Records; View All Company Records; and View All Shell Records.

18.5

In the Document Manager node, the redesigned Unpublished Documents folder displays similar layout and behavior as the Documents folder. You can expand or collapse all folders in Document Manager or all sub-folders at the same time.

18.5

Update attributes for already-published documents when the corresponding matching fields are updated in the related business process record. Updates occur when a record moves through the workflow, or when Submit is clicked in a non-workflow business process record based on design.

18.5

The Manage Views dialog in the Documents log has been enhanced like Tasks and business process logs. Drag and drop views to quickly reorder them, or move them to the Visible Views, Hidden Views, or Views Marked for Deletion section.

18.5

View the enhanced interface in Fund Detail, SOV Picker, Commit Picker, and Commit Line Item Picker in cost business processes.

18.5

Business process form redesign has been extended to the following additional cost business process types: Line Items with Fund Code: Generic, Transfer - Line Items with both CBS and Fund Codes: Generic, Transfer - Line Items with CBS Code:  Base Commit (SOV type - General Spends), Change Commit (SOV type - General Spends), General Spends

18.5

In the Reference Records tab of a business process record, you can specify the number of referenced records to be displayed per node.

18.5

Company Workspace landing page has been enhanced by including hyperlinks for company information and enabling access to the company-level business process, tasks, and notification logs.

18.6

Unifier informs users about the use of session cookies in the application. The notification is displayed in a banner on the top of the Unifier page.

18.6

Upload (or drag-and-drop) a profile picture in the General tab of the User Preferences dialog to personalize the top navigation bar and user profile dialog.

18.6

You can add or modify partner users by using a CSV file. You can Export Structure to download the template as CSV. You can import the modified structure template, similar to importing company users.

18.6

Auto-fill Percentage Complete in Summary Payment Applications.

18.6

The Condition list in the Add Query Condition dialog provides the options of Exists or Does not exist to enable you to configure the query conditions for string attributes of a data picker.

18.6

User restrictions for viewing, or editing, cost sheet columns have been reduced.

18.6

The cost sheet rules to include the pending positive values (in the limit expression and the pending negative values in the data expression calculations of the Rules engine have been reduced.

18.6

Earned Value Management Enhancements
Master Rate Sheet: During synchronization, the Master Rate Sheet now captures Resource type (Material, Labor, Non-Labor, etc.) from P6.
Activity Sheet: On the Actions Menu of the Activity Sheet, use Assign CBS to assign a cost code to multiple activities (and their assignments).
Activity Picker: Use the Activity Picker in BP forms to select activities from multiple P6 projects in the Activity Sheet.
Performance Percentage Completion Sheet: Update data dates and corresponding percent complete values in the Performance Percentage Complete Sheet.

18.6

Several company-level cost business processes display the redesigned user interface.

18.6

Report on user type (uuu_user_type) via User-Defined Reports (UDR) and System Reports.

18.6

Generic Cost Attributes Picker, Commitment Summary Line Item Picker, Account Code Picker, and Seasonal Dates Picker are now equipped with the modernized user interface, consistent with other pickers.

18.6

Tasks, Drafts, Notifications, and all Mailbox logs have been provided with the enhanced Manage Views dialog.

18.6

The Attachments tab in a redesigned business process form has been further enhanced when previewing or reviewing an attachment.

18.6

Unifier 18.4 iOS Mobile App
-Consent notices and cookies notification to improve data privacy.
-Honoring of User Type when accessed via app.
-Usability improvements to support scanning bar codes in low light conditions and easier configuration of BP tiles.

18.4

Integration user type has been introduced to execute REST integration services for modules.

18.7

Review documents in the Documents log in the same way as in business process logs.

18.7

Unifier includes the uploaded profile picture before the user name in the User Picker and in the Users section of the User and Group Picker.

18.7

Type Ahead feature has been introduced in pickers.

18.7

The Unifier user interface (the top navigation) has been rearranged.

18.7

The View User Profile dialog, accessed from a user picker with multiple users, has been enhanced.

18.7

Earned Value Management
-Define rates in resource currency.
-Differentiate between custom data imported by way of CSV file and data integrated from P6 in the Performance Percentage Completion sheet.
-Earned Value Analysis data structure tables are now available in the ER Views node in the Company Workspace Admin mode.

18.7

Redesign of business process forms has been extended to:
-Document type Without Folder Structure business process
-Request for Bid (RFB) type business process

18.7

When adding comments in the record or line items in tabs, Unifier displays an alert for the unsaved changes.

18.7

In the business process log, the Edit Permissions and Transfer Ownership dialogs have been enhanced.

18.7

In the Document Manager Log, tabs have been refined.

18.7

The Manage Views dialog, in all Unifier, has been revamped to improve user interaction.

18.7

In a business process record, you can link mail records from different folders of Project Mailbox.

18.7

When you run a user-defined report (UDR) using Document Manager Data Sources, the data retrieved is based on your permissions.

18.7

When configured, both summary and costed lines of a Summary Payment Applications record are auto-populated from corresponding fields of the source Base Commits.

18.7

Cloud administrators can inform Unifier end-users about scheduled maintenance and outages for Unifier servers hosted in the cloud.

18.7

Starting with Unifier 18.8, Oracle Web Services Manager (OWSM) is no longer supported.

18.8

The shell landing page (My Dashboard) has a new look with improved usability. The Summary tab displays three standard tiles – Tasks, Notifications, and Mail with items requiring your attention, and three standard blocks – Image, Details, and Links.

18.8

Configuration Installation Files will be replaced with Configuration Packages, and the released Base Configuration Packages will be available on My Oracle Support:
- Project Controls
- Facilities and Asset Management
- Combined Package (Project Controls and Facilities and Asset Management)
Note: This setup does not apply to existing customers.

18.8

Business process forms of the following types have redesigned UI.
- Document with Folder Structure
- Lease log
- Preventive Maintenance

18.8

Change User Defined Report (UDR) owner: The owners and users who have full access permission can now change the UDR owner’s and user’s name.

18.8

Document Manager enhancements
- Folder and Document Properties
- Document Logs (Standard View)
- Folder and Document Attributes

18.8

Earned Value enhancements
- Earned Value Analysis log has new toolbar options
- Activity Sheet

18.8

Space Manager has a modernized user interface.

18.8

Exchange Rates with effective dates in the past are now available.

18.8

Schedule Manager: Disable automatic re-scheduling within Unifier Schedule and integrate Activities (with their dependencies) with the same schedule that exists in P6 and MPP. Also, you can manually schedule activities in Unifier Schedule Sheet.

18.8

Oracle Primavera Unifier 18.7 Released

Oracle Primavera Unifier 18.7 has been released, bringing an abundance of new and exciting features. Below is a list of the major changes and improvements that come with this new update.

  • Cloud administrators can inform Unifier end-users about scheduled maintenance and outages for Unifier servers hosted in the cloud.
  • When configured, both summary and costed lines of a Summary Payment Applications record are auto-populated from corresponding fields of the source Base Commits.
  • When you run a user-defined report (UDR) using Document Manager Data Sources, the data retrieved is based on your permissions. 
  • In a business process record, you can link mail records from different folders of Project Mailbox.
  • The Manage Views dialog, in all Unifier, has been revamped to improve user interaction.
  • In the Document Manager Log, tabs have been refined.
  • In the business process log, the Edit Permissions and Transfer Ownership dialogs have been enhanced.
  • When adding comments in the record or line items in tabs, Unifier displays an alert for the unsaved changes.
  • Redesign of business process forms has been extended to:
    -Document type Without Folder Structure business process
    -Request for Bid (RFB) type business process
  • Earned Value Management
    -Define rates in resource currency.
    -Differentiate between custom data imported by way of CSV file and data integrated from P6 in the Performance Percentage Completion sheet.
    -Earned Value Analysis data structure tables are now available in the ER Views node in the Company Workspace Admin mode.
  • The View User Profile dialog, accessed from a user picker with multiple users, has been enhanced.
  • The Unifier user interface (the top navigation) has been rearranged. 
  • Type Ahead feature has been introduced in pickers. 
  • Unifier includes the uploaded profile picture before the user name in the User Picker and in the Users section of the User and Group Picker.
  • Review documents in the Documents log in the same way as in business process logs.
  • Integration user type has been introduced to execute REST integration services for modules.

Unifier Mobile Browser (/m) has been deprecated.

18.1

Unifier’s Home Landing Page has been revamped with interactive tiles and charts, and statistical information about tasks.

18.1

Business Process enhancements: Creation of new records: Upper Form - Creation of new records: Line Items - Ability to toggle between old and new business process form views. This enhancement applies to the Development and Testing environments, only.

18.1

Enhanced Single Record Business Process Log.

18.1

Configure the runtime list of default business process log views per business process.

18.1

WBS label is changed to CBS across Unifier.

18.1

uMail is renamed to Mailbox in all locations.

18.1

The Notifications log is redesigned similar to the Tasks log.

18.1

All login screens of the Unifier application have been modified with a standard look and feel.

18.1

View replies from external users in the Project Mailbox.

18.1

Choose to display project/shell name or number in the navigation tabs.

18.1

Customize the Total row of the grid in Payment Applications and Summary Payment Applications to accurately reflect its values at runtime.

18.1

Synchronizations are available in Unifier Gateway node to import P6 activities into Unifier Shell.

18.1

Unifier Analytics now supports cost code attributes, tab ID, and pickers.

18.1

The display of monthly actuals in Portfolio Manager has been extended to derived curves, multiple forecast curves, linked/unlinked projects, and yearly plans.

18.1

Configure Portfolio Manager to send notifications to users and groups when a scenario is shared or approved.

18.1

Keep the current session active in Unifier.

18.1

Document Management (DM) enhancements: Availability of advanced search functionality. - Ability to add frequently visited documents and folders to Favorites - Ability to use templates to update DM changes in shells of the same type. - The interface of the Documents template of a shell template has been modified for better usability. - Ability to sort columns in the log regardless of the number of pages. - Ability to switch between grid and tile view of the log layout. - Ability to use the enhanced methods to create, view and manage shortcuts in the Document Manager.

18.1

SPA Enhancement: Overpayment in Summary Payment Applications SOV
Starting Unifier release 18.2, you can now overpay on line items of the Summary Payment Applications business process.

18.2

SPA Enhancement: Update Existing Previous Payment Calculations
You can override the existing hardcoded calculation on the Previous Amount (uuu_spa_prev_amt) field by selecting a custom data element -- for example, Amount This Period on the standard detail form of the Summary Payment Applications business process.

18.2

SPA Enhancement: Summary Row Totals
The Summary Row Totals enhancement applies to a Payment Applications business process with reference to a Contracts business process of Summary Payment Applications SOV type.

18.2

Web Services Integration: getSOV for Summary Payment Applications
You can now run the Webservice getSOV call to get SOV details of a contract of Summary Payment Applications SOV type.

18.2

Business Process: Redesign for Simple and Line Item – Phase 2
In the Attachments tab, Browse (My Computer in earlier versions), and Document Manager (Unifier Folders in earlier versions) are now available as Attach dropdown options.

18.2

Business Process: Linked Mails Tab
When maximized, the Linked Mails tab of a BP form is divided into left and right sections. The left section displays the grid, and the right displays the functions, content and attachments of the selected mail.

18.2

Business Process: Enhanced log UI in Query Based Tabs
Query based tabs in BP forms have a new look with some additional functionality.

18.2

Business Process: Calendar Enabled Objects
Calendar-enabled simple and line item business processes now support the new form UI.

18.2

Business Process: Master Vendor Business Process
The enhanced form UI has also been extended to the Master Vendors BP.

18.2

Business Process: Line Item Consolidation – Phase 2
The bottom line item section in line item business processes have been further enhanced.

18.2

Business Process Form: Picker and Manual Entry fields
In picker fields, click X to clear out the selected values.

18.2

Business Process: Picker UI Changes
Picker styles have been modified.

18.2

Business Process: Task Assignee Filter Enhancements
In workflow business processes, match the assignee filter results against AND, as well as OR, conditions.

18.2

Business Process: Filter Cc Assignees in a Workflow
Define filter conditions on Cc assignees in a workflow step regardless whether they are pre-assigned or user-select.

18.2

Document Manager: Enhanced Move Functionality
Move a file or folder in the Document Manager using the enhanced Move functionality. Use Move from the gear menu to move a single folder or file; use Move from the Actions menu to move multiple items. In previous versions, the move would be aborted if a file or folder with the same name existed in the destination folder, and the user is prompted to keep both files or revise with this enhancement.

18.2

System Jobs Enhancements: Company administrators can access system jobs data and modify the time zone to trigger jobs.

18.2

Unifier Mobile Application for iOS
Support for user-based locale and region formatting. The app is fully supported in the following twelve languages: Chinese (Simplified), Chinese (Traditional), Dutch, English, French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Russian, and Spanish. - Users can now choose to work in the timezone of their device or the Unifier server when working from different locations. - Copy BP records and line items with or without attachments. - Support for split screen display on iPads. - Easily search the Documents hierarchy for files and folders. - When routing workflow records, expand and select users from the task assignee group as the next step assignees. - Support for conditional filtering of step assignees as per the workflow design.

18.2

Unifier Mobile Application for Android
Support for user-based locale and region formatting. The app is fully supported in the following twelve languages: Chinese (Simplified), Chinese (Traditional), Dutch, English, French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Russian, and Spanish. - Users can now choose to work in the timezone of their device or the Unifier server when working from different locations. - Access, view, and save all Company and Project-level documents from the Documents tile on the Home screen. - Easily search the Documents hierarchy for files and folders. - When routing workflow records, expand and select users from the task assignee group as the next step assignees. - Support for conditional filtering of step assignees as per the workflow design. - Support for Text type BPs. - View the geo-location of projects and business process records.

18.2

Create custom financial periods to provide more flexibility in budget forecast and analysis.

18.3

Create folder, document, and log attribute forms for different projects to capture different metadata.

18.3

Create multiple log views in Administration mode for use in Document Manager.

18.3

Use the Preview gear menu option to preview files in different formats in the Attachments tab of redesigned business process forms.

18.3

At runtime, use the new Add to Group record property to group line items in categories.

18.3

New system-defined Portal landing page minimizes customization using HTML.

18.3

Unifier now supports the asynchronous upload of folders and files into Document Manager, allowing you to perform other operations in the application while the upload continues in the background.

18.3

Create workflow BP templates and records from templates using updated user interface and interactions.

18.3

Company administrators can see a combined license count and usage for company and partner users (labeled as standard users in terms of license) on the License Manager landing page.

18.3

The Summary Totals behavior now supports data elements uuu_spa_amt_tp (Amount this Period) and uuu_spa_qty_tp (Quantity this Period) when "Total the Cost Breakdown values to the line item" option is selected in uDesigner.

18.3

Right-side tabs in a BP form are enhanced: Attachments tab - Comments tab - Linked Records tab - Linked Mail tab

18.3

Portfolio Manager scenarios now display derived curves and monthly actuals from project cash flow.

18.3

View the new business process form design when creating records in the Document Manager.

18.3

Business process log and form UI enhancements are extended to support the Project/Shell Creation business process type.

18.3

Preferences available in the username list on the top navigation bar has been modernized.

18.3

Managing Personally Identifiable Information
Features have been added to Primavera Unifier that enable you to manage personally identifiable information (PII), including creating consent notices, auditing consent status, and controlling access to Unifier.

18.4

Rename a document in Document Manager (or Unpublished Documents), if the Name field (uuu_dm_node_name) in the document attribute form design has been changed from Read-Only to Editable (Required).

18.4

Restore a file in Document Manager to an older version along with comments and references associated with it.

18.4

In the Tasks and Business Process logs, drag and drop log views in the Manage Views dialog to quickly reorder them, instead of using the Move Up/Move Down gear menu options.

18.4

Dock the floating Search dialog to the right or the bottom of the log page using the toggle Dock Right/Dock Bottom icon.

18.4

View a graphical representation of the relationships of the base record with reference and linked records in the Referenced Records tab of a business process record.

18.4

CSV and Webservices now support the grouping of line items.

18.4

Cost business processes of sub-type, Line Item with CBS codes, and classification, Generic, and Transfer display the enhanced form interface.

18.4

View the enhanced interface in CBS Picker, Transaction Currency Picker, Work Package Picker, BPO Picker, and BPO Line Item Picker in cost business processes.

18.4

Use the toggle Collapse / Expand All Groups icon to collapse or expand line item groups in a business process form’s detail tab.

18.4

The support for financial periods is extended to Cash Flow by CBS, Summary CBS, and Commitment detail levels.

18.4

Introducing Earned Value Analysis module using schedule data, activities, and rates imported from P6 via Gateway to calculate earned value and related measures for a project – planned value, actual cost, variances, performance indices, and at completion values.

18.5

On the License Manager landing page, view an Earned Value Management block with gauge charts indicating license terms, current usage, and overage.

18.5

Create and run user-defined reports using permission-based data sources.

18.5

The referencing BP data-picker on the destination record displays a hyperlink pointing to the source record when a business process record is auto-created by way of a BP Creator, in the source record.

18.5

Project Mailbox has been converted to a parent node with Inbox as a child node. Additional email addresses you provide are available as folders below the default Inbox.

18.5

Schedule publishing of Unifier data to OBIEE is now every 4, 6, 8, or 12 hours.

18.5

Access to Consent Notice child nodes – User Consent and Bidder Consent – is now controlled by permissions. Modify and View permissions are available for each node in Access Control and other permission-related modules and templates.

18.5

Set permissions to control who can see company-wide business process data in Primavera Analytics. In Unifier, additional User Mode Access permissions are added to Company Workspace/Non-navigational Nodes/Analytics: View All Records; View All Company Records; and View All Shell Records.

18.5

In the Document Manager node, the redesigned Unpublished Documents folder displays similar layout and behavior as the Documents folder. You can expand or collapse all folders in Document Manager or all sub-folders at the same time.

18.5

Update attributes for already-published documents when the corresponding matching fields are updated in the related business process record. Updates occur when a record moves through the workflow, or when Submit is clicked in a non-workflow business process record based on design.

18.5

The Manage Views dialog in the Documents log has been enhanced like Tasks and business process logs. Drag and drop views to quickly reorder them, or move them to the Visible Views, Hidden Views, or Views Marked for Deletion section.

18.5

View the enhanced interface in Fund Detail, SOV Picker, Commit Picker, and Commit Line Item Picker in cost business processes.

18.5

Business process form redesign has been extended to the following additional cost business process types: Line Items with Fund Code: Generic, Transfer - Line Items with both CBS and Fund Codes: Generic, Transfer - Line Items with CBS Code:  Base Commit (SOV type - General Spends), Change Commit (SOV type - General Spends), General Spends

18.5

In the Reference Records tab of a business process record, you can specify the number of referenced records to be displayed per node.

18.5

Company Workspace landing page has been enhanced by including hyperlinks for company information and enabling access to the company-level business process, tasks, and notification logs.

18.6

Unifier informs users about the use of session cookies in the application. The notification is displayed in a banner on the top of the Unifier page.

18.6

Upload (or drag-and-drop) a profile picture in the General tab of the User Preferences dialog to personalize the top navigation bar and user profile dialog.

18.6

You can add or modify partner users by using a CSV file. You can Export Structure to download the template as CSV. You can import the modified structure template, similar to importing company users.

18.6

Auto-fill Percentage Complete in Summary Payment Applications.

18.6

The Condition list in the Add Query Condition dialog provides the options of Exists or Does not exist to enable you to configure the query conditions for string attributes of a data picker.

18.6

User restrictions for viewing, or editing, cost sheet columns have been reduced.

18.6

The cost sheet rules to include the pending positive values (in the limit expression and the pending negative values in the data expression calculations of the Rules engine have been reduced.

18.6

Earned Value Management Enhancements
Master Rate Sheet: During synchronization, the Master Rate Sheet now captures Resource type (Material, Labor, Non-Labor, etc.) from P6.
Activity Sheet: On the Actions Menu of the Activity Sheet, use Assign CBS to assign a cost code to multiple activities (and their assignments).
Activity Picker: Use the Activity Picker in BP forms to select activities from multiple P6 projects in the Activity Sheet.
Performance Percentage Completion Sheet: Update data dates and corresponding percent complete values in the Performance Percentage Complete Sheet.

18.6

Several company-level cost business processes display the redesigned user interface.

18.6

Report on user type (uuu_user_type) via User-Defined Reports (UDR) and System Reports.

18.6

Generic Cost Attributes Picker, Commitment Summary Line Item Picker, Account Code Picker, and Seasonal Dates Picker are now equipped with the modernized user interface, consistent with other pickers.

18.6

Tasks, Drafts, Notifications, and all Mailbox logs have been provided with the enhanced Manage Views dialog.

18.6

The Attachments tab in a redesigned business process form has been further enhanced when previewing or reviewing an attachment.

18.6

Unifier 18.4 iOS Mobile App
-Consent notices and cookies notification to improve data privacy.
-Honoring of User Type when accessed via app.
-Usability improvements to support scanning bar codes in low light conditions and easier configuration of BP tiles.

18.4

Integration user type has been introduced to execute REST integration services for modules.

18.7

Review documents in the Documents log in the same way as in business process logs.

18.7

Unifier includes the uploaded profile picture before the user name in the User Picker and in the Users section of the User and Group Picker.

18.7

Type Ahead feature has been introduced in pickers.

18.7

The Unifier user interface (the top navigation) has been rearranged.

18.7

The View User Profile dialog, accessed from a user picker with multiple users, has been enhanced.

18.7

Earned Value Management
-Define rates in resource currency.
-Differentiate between custom data imported by way of CSV file and data integrated from P6 in the Performance Percentage Completion sheet.
-Earned Value Analysis data structure tables are now available in the ER Views node in the Company Workspace Admin mode.

18.7

Redesign of business process forms has been extended to:
-Document type Without Folder Structure business process
-Request for Bid (RFB) type business process

18.7

When adding comments in the record or line items in tabs, Unifier displays an alert for the unsaved changes.

18.7

In the business process log, the Edit Permissions and Transfer Ownership dialogs have been enhanced.

18.7

In the Document Manager Log, tabs have been refined.

18.7

The Manage Views dialog, in all Unifier, has been revamped to improve user interaction.

18.7

In a business process record, you can link mail records from different folders of Project Mailbox.

18.7

When you run a user-defined report (UDR) using Document Manager Data Sources, the data retrieved is based on your permissions.

18.7

When configured, both summary and costed lines of a Summary Payment Applications record are auto-populated from corresponding fields of the source Base Commits.

18.7

Cloud administrators can inform Unifier end-users about scheduled maintenance and outages for Unifier servers hosted in the cloud.

18.7

Starting with Unifier 18.8, Oracle Web Services Manager (OWSM) is no longer supported.

18.8

The shell landing page (My Dashboard) has a new look with improved usability. The Summary tab displays three standard tiles – Tasks, Notifications, and Mail with items requiring your attention, and three standard blocks – Image, Details, and Links.

18.8

Configuration Installation Files will be replaced with Configuration Packages, and the released Base Configuration Packages will be available on My Oracle Support:
- Project Controls
- Facilities and Asset Management
- Combined Package (Project Controls and Facilities and Asset Management)
Note: This setup does not apply to existing customers.

18.8

Business process forms of the following types have redesigned UI.
- Document with Folder Structure
- Lease log
- Preventive Maintenance

18.8

Change User Defined Report (UDR) owner: The owners and users who have full access permission can now change the UDR owner’s and user’s name.

18.8

Document Manager enhancements
- Folder and Document Properties
- Document Logs (Standard View)
- Folder and Document Attributes

18.8

Earned Value enhancements
- Earned Value Analysis log has new toolbar options
- Activity Sheet

18.8

Space Manager has a modernized user interface.

18.8

Exchange Rates with effective dates in the past are now available.

18.8

Schedule Manager: Disable automatic re-scheduling within Unifier Schedule and integrate Activities (with their dependencies) with the same schedule that exists in P6 and MPP. Also, you can manually schedule activities in Unifier Schedule Sheet.

18.8