Oracle Primavera Unifier 18.8 Update
It's that time of year again - Oracle's Primavera Unifier has undergone another update, and we'll be going over the details in this blog.
First off, I want to draw your attention to the new functionality of the shell landing page, or “My Dashboard”. With a brand new look and improved navigation, there's a lot to be excited about!
The Summary tab displays three standard tiles - Tasks, Notifications, and Mail, as well as three standard blocks - Image, Details, and Links.
Looks pretty nice, right? And it's easy to use as well!
- Click on a tile to navigate to the corresponding log in the shell
- Hover over a block to display Print and Expand options
- Click the Administrator name link to view the updated user profile dialog.
You can add custom fields to the Details block from the Shell Attribute form, as well as changing block titles and dimensions (in units). Layout types are no longer available. Add new links or modify existing links in the Links block.
In the mini-log of Summary and Map View tabs, subshells are grouped under parent shells for the shell type selected in the view list.
Map View can be accessed by clicking - you guessed it - the “Map View” tab. The mini-log subshells correspond to the pins displayed in the map, if geocoding is enabled.
Want to edit your dashboard? Just move on over to the “Edit Dashboard” option in the dashboard list. In the left Tab Name panel, add, modify, show, or hide tabs according to your needs. Click the “+” list on the right of the page to add blocks of various types - note the enhanced UI of Edit Block dialogs - and drag and drop to sequence your blocks.
If you are looking for shell-specific dashboards, make sure you're in Admin mode and then go into “Shells and Shell Templates”. Here, the Setup, Dashboards UI has been updated to be consistent with the new log views. Views can temporarily be edited by any user, but once the node is closed or refreshed, that edited view will be gone.
Starting with this version of Unifier, 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)
I guess you could say this new update is quite the package, eh?
Note: this setup will not apply to existing customers.
Business Process Forms
Business Process Forms of the following types have redesigned UI:
- Document With Folder Structure: As in previous Unifier versions, the Attachments folder continues to be the root folder. Use the context menu options of the folder to add, delete, download documents, move and copy sub-folders. In the “Folder Details” tab of a selected folder, click Save and Add Line Items to add line items. Functions such as Import, Copy, and Consolidate Line Items, as well as Get File Index Report (Previously seen as Attachment Index hyperlink) are now available on the Actions menu. The Upload window for attachments supports the upload of a folder, along with attachments. The remaining functions are similar to the Document - Without Folder Structure type
- Lease Toolbar options: Allocation and Payment Schedule are available in View and edit modes only. When using the Allocation option, click “+” in the right pane to add rows in a grid format. Associates pickers such as Allocation Template Picker, Seasonal Dates Picker, and Generic Cost Picker display the new interface.
- Text: Upper form redesign is similar to that of line item business processes, and supports Linked Records and Linked Mails tabs. The response List, seen as a tab, supports the existing text entry and attachments functionality. In View mode, use the Posted By list to filter text entry details by user. Text entry details include username, company, attachments - if any - and the creation timestamp.
- Preventive Maintenance: UI of Preventive Maintenance BPs of type: Asset, Asset Template, Pm Book, Pm Book Template and Meter Reading has been redesigned and modernized.
Document Manager Enhancements
There are a couple new features in Document Manager this update as well! In the properties tab of a selected folder or document, you can now modify the editable custom and system defined fields (Categories, Phase). Unfortunately, the Properties context menu option is no longer available. But on the plus side, by clicking on the Owner hyperlink displays the enhanced user profile screen, so it all balances out.
When working with Documents Logs, you can use Flat View to see flat list (or default view) of all your files and folders, located in the root (Project Documents) folder. Toggle View lets you toggle or switch between tile and list views. Tree View enables you to see a tree view of the folders and documents. You can open any number of folders in the hierarchy and view their contents in the same view. It's all all about the views with Unifier 18.8!
You can also use the modernized Document Manager User Interface to create a new folder, or empty documents and review folder or document properties.
Earned Value Enhancements
- Earned Value Analysis has new toolbar options! You can now color-code the Earned Value Analysis grid with the use of the Grid Performance Indicator. ANSI reports can be used to generate a spreadsheet file and view the performance report.
- Activity Sheet: Roll Up Earned Value Analysis to Cost Sheet. The Column Properties window enables you to select your cost sheets. Create User Defined Reports (UDRs) from the data present in the Activity Sheet.
With the new update, you can see the modernized user interface for logs (Standard) in Levels and Spaces, and review record summary, take actions, and make log adjustments. You can also use the redesigned user interface (Standard) for new logs (except for advanced log attributes). If you have to make changes, you're going to have to use the Standard log.
Now you can create new exchange rate records for effective dates in the past. It is also possible to edit the exchange rates defined in existing Exchange Rate records, as well as to audit all record creations and previously edited existing records.
Ah yes, the “Other” section. I know what you're thinking. But even though these new enhancements and changes weren't quite broad enough to have their own category, they're still integral parts of Unifier, and they have gotten some really cool new features!
With Schedule Manager, you can now disable automatic re-scheduling within Unifier Schedule and integrate Activities (with their dependencies) with the same schedule that exists in P6 and MPP. You can also manually schedule activities in Unifier Schedule Sheet.
REST services have been introduced, and they're going to help with all sorts of functionality in Unifier, including performance, scalability, and modification. They also provide a standard communication protocol in addition to the SOAP Web Services, which can come in handy when trying to collaborate.
Existing (not-started or in-progress) tasks can now be reassigned from one active user to another. A notification will be sent to the user who is given the reassigned task. For tasks in a workflow, reassign the task to the person who has replaced the original recipient.
User-Defined Reports can now have their ownership changed by the owners and users who have full access permission. Changing the ownership means a change in the UDR owner's name and user's name.
Configurable models have been introduced! View the modernized UI for logs of code-and-record-based configurable managers. Use the redesigned user interface (Standard) for new logs, except for advanced log attributes. Changes, if any, must be made in the standard log.
And the last - but no less important - update is that, starting with Unifier 18.8, Oracle Web Services Manager is no longer supported.
And that concludes the changes and improvements made with Unifier 18.8. Thanks for reading!