Oracle Primavera Unifier 18.8.13.0 Released

IMPORTANT UPDATE - Oracle Primavera Unifier 18.8.13.0 has been released, this is a patch release and has to following fixes.

Version 18.8.13.0

  • 30297841 [GRC][18.8.12] BP RECORD COPY FUNCTIONALITY COPYING DIFFERENT RECORD
  • 30261200 UNIFIER RESOURCE - TIMESHEET TYPE CANNOT DETERMINE NOT TERMINA STATUS
  • 30239410 MANDATORY STAR DID NOT SHOW UNDER NEW UI WHEN CREATING RECORDS.
  • 30236290 TASK DUE DATE OVERRIDE ISN'T DISPLAYING THE EXPECTED TASK DUE DATE
  • 30171890 THE TARGET AND RESULT OF BULK EDIT IS NOT DISPLAYED IN IE ONLY
  • 30165253 COLUMNS IN 'CREATE NEW VIEW' 'AVAILABLE COLUMNS' LIST ARE NOT IN APHABETICAL ORDER AS PER STANDARD LAYOUNT.
  • 30159733 LINE ITEMS GRID VIEW VALUES SEEM TO BE CORRUPTED, NOT DISPLAYING SAME DATA AS SOURCE
  • 30148096 IF SELECT WINDOW IS NOT MAXIMIZED DATA IS CONSTRAINED TO THE ORIGINAL WINDOW SIZE
  • 30142189 CONFIG PKG IMPORT FAILED DDS IN DESTINATION ENVIRONMENT HAS CONFLICT WITH DDS IN CONFIG PKG.
  • 30135920 LINE ITEM CREATION BY CSV IMPORT DOES NOT POPULATE COST ALLOCATION ROW.
  • 30098848 INTERNALIZATION DOES NOT WORK PROPERLY IN NEW UI
  • 30082904 ERRORS AND WARNINGS WINOW FLASHED FOR SPECIFIC USERS
  • 30030701 USERS ARE UNABLE TO SEARCH DROP DOWN BASED DATA IN DOCUMENT MANAGER
  • 29998441 UNEXPECTED BEHAVIOR: ISSUE DATE & REV. NO. OF THE UPLOADED DOCUMENT GET DISAPPEARED
  • 29992106 CASHFLOW IS NOT RENDERING WHEN SET FINANCIAL PERIOD IN PROJECT DETAILS.
  • 29910333 UNABLE TO ACCESS THE UNIFIER 'BLUEDOOR/ADMIN'
  • 29686756 SCHEDULE SHEET SHOWS INDICATES INCORRECT DATA AFTER THE SYNC FROM P6

 

oracle primavera unifier 18.8.13

 

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

Unifier Patches

Oracle Primavera Portfolio Management 18.0.2.0 Released

IMPORTANT UPDATE  - Oracle Primavera Unifier 18.0.2.0 has been released, this is a patch release and has the following fixes.

Version 18.0.2.0

  • 29026035 ALERT ACTIVITY NOT REFLECTED IN AUDIT LOG
  • 29214426 RESULTS FROM PREVIOUS SEARCHES ARE DISPLAYED WHEN PERFORMING NEW SEARCH
  • 29214382 IN FORMS SEARCH FIELD TEXT IS CHANGED TO PREVIOUS SEARCHED TEXT
  • 27803035 SELECTED GROUP BOX IS NOT HIGHLIGHTED WHEN EDITING TAB
  • 28425919 DOUBLE-CLICKING ON VL BASED CATEGORIES RESULTS IN CHANGE IN VALUE
  • 28028669 DISABLE DYNAMIC LIST COLUMN HEADER SORTING OPTION
  • 29208991 INCONSISTENT BEHAVIOR WHEN USING CHROME 71
  • 28858883 BUG IN OPPM MANAGER CATEGORY
 

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

OPPM

Primavera in a Box now on X8-2 coming October 2019

Primavera In A Box X8 2

Key Primavera in a Box X8-2 Enhancements:

  • Future proofs P6 EPPM Unifier and OPPM upgrades 18c, 12g, and 11g Oracle database versions
  • Allows for faster recovery of user errors in any of the Primavera Applications
  • Allows for faster Analytics performance
  • More complete application monitoring
  • Automatic cloud backups to Oracle Cloud OCI
  • Auto patch capable
  • Fully supported by Emerald and Oracle teams

Primavera Supported Applications:

  • P6 EPPM/PPM v7.x to current
  • Unifier v10x to current
  • Primavera Portfolio management v9.1.x to current

Emerald Supported Applications any version:

  • P6-Loader
  • P6-QA
  • P6-Auditor
  • P6-Calculator
  • Capps
  • TAPS
  • EP-datawarehouse
  • Unifier-Loader

Oracle Primavera P6 18.8.13.0 Released

IMPORTANT UPDATE: The major patch 18.8.13.0 for P6 EPPM is now available.  The following list of patches have been added for Primavera

WEB

  • 30281735 DATABASE LOCKS AND WAITS ON DELETE FROM RSRCROLEASGNMENTSPREAD
  • 30212879 CATEGORY COLUMN IN PROJECT->RISK IS NOT GETTING RETAINED AFTER REFRESH
  • 30209361 PROGRESS CANNOT BE VIEWED IN GANTT CHART IN EPS WINDOW.
  • 30201547 P6 WEB RISK DETAILS NUMBERED AND BULLETED LISTS DISPLAYS DIFFERENTLY IN EDITOR AND MAIN SCREEN
  • 30184228 RESPONSIBLE MANAGER CHANGE AT EPS LEVEL CHANGING ALL WBS ELEMENTS
  • 30173125 REPORTS: UNABLE TO RUN 'AUDIT DATA - PROJECT' REPORT
  • 30146111 FP BUG 29901041 - ACTIONS, APPLY ACTUALS WINDOW DOES NOT APPEAR FOR JUST ONE USER
  • 30133910 FP - BUG 29666480 - RISK EXPOSURE NOT CALCULATING CORRECTLY OR AT ALL
  • 30106680 COMPLEX QUERIES CAUSE UNSYNCHRONIZATION IN MANAGE PORTFOLIO PAGE
  • 30072035 FROM RESOURCE DICTIONARE CHANGING OF PRIMARY ROLE IN COLUMN IS NOT SAVING
  • 28476028 FILTER FOR NOT EQUAL TO A RESOURCE TEAM MISSING RESOURCES NOT ON A TEAM
  • 27544643 PORTFOLIOS ARE NOT REFRESHED AUTOMATICALLY IN RESOURCE ANALYSIS PAGE

P6 CLIENT

  • 30240141 EXCLUSION OF CHILD WBS SUMTASK RECORDS DURING P6PRO LOGIN
  • 30023520 DUTCH TRANSLATION TRUNCATION ISSUES WITH P6 PRO
  • 30266996 PERFORMANCE DEGRADATION IN P6 PROFESSIONAL WHEN ACTIVITY LAYOUT CONTAINS LARGE COLLAPSEDELTAS PROPERTY DATA
  • 30240072 CANNOT PUBLISH PROJECT WEBSITE WHEN USING UNC PATH
  • 30133323 P6 WEB - OPTION MENU RENAME COLUMN STAYS DISPLAYED
  • 30005821 EXTRA JAPANESE CHARACTERS ARE IMPORTED VIAEXCEL

TEAM MEMBER

  • 30203851 TEAM MEMBER NOT SUPPORTING LOGOUT URL UNDER P6 WEB CONFIGURATION > APPLICATION SETTING
  • 30035599 THE PREFIX 'UTF-8' IS INSERTED TO THE NOTEBOOK TOPIC DESCRIPTION AFTER IT IS UPDATED IN TEAMMEMBER

SRVS

  • NA
29924623 FIELDS TRUNCATED TO 11 CHARACTERS WHEN EXPORTING RELATIONSHIPS TO EXCEL
29817592 THE USER PREFERENCES USED TO CREATE THIS EXCEL FILE COULD NOT BE FOUND...
29717372 IMPORTING .PLF FILES LOSES ASSIGNED UDF COMPONENTS
29675469 OPTIMIZE HEIGHT BY ROW CONTENT INCORRECTLY APPLYS TO ALL RECORDS TO WRAP TEXT INCLUDING THOSE NOT REQUIRED
29585390 YOUR PASSWORD IS INCORRECT. PLEASE TRY AGAIN. WHEN ATTEMPTING TO CREATE A NEW PASSWORD VIA P6 PROFESSIONAL SQLITE
30005790 LOGIN FAILS WITH: INVALID USER NAME AND/OR PASSWORD WHEN USING LDAP AND PASSWORD CONTAINS ??
29938852 CANNOT DOWNLOAD XML FROM JOB STATUS IF PROJECT NAME CONTAINS FORWARD SLASH ('/')
29924183 THE GLOBAL TIMESHEET SETTING ALLOW RESOURCES TO ASSIGN THEMSELVES TO ACTIVITIES BY DEFAULT DOES NOT APPLY TO THE PROJECT PREFERENCES SETTING TEAM MEMBERS CAN ASSIGN THEMSELVES TO ACTIVITIES WHEN THE PROJECT IS CREATED IN PROFESSIONAL
29924104 ACTUAL UNIT ENTRIES ARE NOT SET BACK TO ZERO FOR ACTIVITIES SET TO NOT STARTED
29923650 UNABLE TO DOWNLOAD XML FILE WHEN A LARGE EXPORT HAS COMPLETED IN P6
29919856 TCVIRTUALTABLE.REFRESHAPPEND: TASKRSRC: STREAM READ
29919647 IMPORTING A XML THAT CONTAINS PROJECT ID CONTAINING SPECIAL CHARACTERS DO NOT DISPLAY IN IMPORT OPTIONS
29909803 CALCULATED ROLE LIMIT LINE SHOWING ALL RESOURCES - EVEN ONE'S THE USER DOES NOT HAVE ACCESS TO
29880431 FP BUG 29594319 - BAD ACTIVITY CODES GETTING COPIED WHILE COPYING MULTIPLE PROJECTS AT A TIME
29823363 UNABLE TO UPDATE UNIT % COMPLETE MANUALLY
29794863 IMPORT MICROSOFT PROJECT XML FILE CAUSES DATA TO BE GARBLED
29593867 VISUALIZER OPTIONS BUTTON IS NOT WORKING ON THE FRENCH VERSION
29410229 JOB STATUS NOT BEING UPDATED AFTER COMPLETION-SHOWS AS RUNNING
29719968 18.8 STANDALONE MIGRATION TOOL DOESN'T WORK WITH SQL SERVER
29702675 XML CAN'T BE IMPORTED TO SQLITE OR SQL SERVER

Primavera P6 Patches

Oracle Primavera Unifier 18.8.12.0 Released

IMPORTANT UPDATE - Oracle Primavera Unifier 18.8.12.0 has been released, this is a patch release and has to following fixes.

Version 18.8.12.0

  • 30110740 DOCUMENT MANAGER SUB-FOLDERS SORT IS NOT CONSISTENT WHEN VIEWING FROM ATTACHMENT WINDOW
  • 30110664 LINE ITEMS IN DETAIL FORM NOT SORTING AS PER UDESIGNER SETUP
  • 30069221 UNIFIER ALLOWS REMOVAL OF LINE ITEMS IN GRID VIEW.
  • 30057408 CASH FLOW [CASH FLOW NAME] FAILED TO UPDATE AS NO PERIOD TYPE PRESENT AT SHELL LEVEL
  • 30052046 SECOND BUG FOR CASH FLOW TEMPLATE PUSH FAILED WITH MESSAGE 'CASH FLOW NAME' FAILED TO UPDATE
  • 30029940 CAN'T SAVE PAYMENT UNLESS I SPECIFY IN THE UNPAID (THIS PERIOD) LINE THAT AMOUNT/Q THIS PERIOD IS 0.
  • 30028661 DOCUMENT MANAGER LOG LABELS ARE NOT GETTING SYNCED WITH NEW VIEW FOR FIND / SEARCH AREA.
  • 30028462 TASKS BUSINESS PROCESS SAVED SEARCH FILTERS ISSUE
  • 29935944 CONFIGURATOR DID NOT UPDATE BLUEDOOR.PROPERTIES FILE PROPERLY
  • 29922270 ATTACHMENT IS LOST IN PROJECT MAILBOX.
  • 29850409 CASH FLOW CURVES SHOWING DATA THAT IS NOT PRESENT IN THE SOURCE PORTFOLIO
  • 29842673 THE AUTO-POPULATED LINE ITEM FIELD IS MISSING WHEN EDITING LINE ITEM DETAIL
  • 29837093 LOG VIEW 'DOES NOT EQUAL' FILTER OPERATOR NOT WORKING
  • 29822453 ISSUE IMPORTING LINE ITEMS
  • 29717278 V18 UPGRADE ISSUE | DECIMALS NOT REGISTERING
  • 29686741 THE SYSTEM COULD NOT PROCESS YOUR REQUEST WHEN GRANTING PERMISSION
  • 29647278 Unifier slow after upgrade to 18.8.5.1
  • 29542282 CLOUD ADMINISTRATOR IS NOT ABLE TO SUCCESSFULLY REMOVE ENVIRONMENT PROVISIONING FOR USERS.
 

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

Unifier Patches