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What's New in Primavera Unifier v24 Webinar - 2025-03-18

​Oracle Primavera Unifier v24 is finally here, bringing with it a long list of much anticipated new features and improvements. Chief among these newly updated features is the improved ease in which users can now perform bulk updates of their business process records, a brand new document viewer for examining and marking up your documents and attachments, and a whole host of integration improvements, along with many more exciting changes. In this free webinar, we will walk users through some of our favourite new features from this expansive update, with a step by step demonstration and explanation.

Don’t miss out on this opportunity - make sure to register for free now!

Oracle Unifier Webinar - 2023-07-13

Managing Contracts, Costs, Design Documents, Site Documents, Quality Control Documents and Asset Management usually requires numerous, disparate software tools. With Oracle Unifier, you can get all these features in one tool saving your organization time and money.

Join Emerald’s webinar to see how Oracle Unifier can streamline your project collaboration within your organization as well as with your extended project team with outside vendors.

Oracle Unifier Webinar - 2023-07-06

Managing Contracts, Costs, Design Documents, Site Documents, Quality Control Documents and Asset Management usually requires numerous, disparate software tools. With Oracle Unifier, you can get all these features in one tool saving your organization time and money.

Join Emerald’s webinar to see how Oracle Unifier can streamline your project collaboration within your organization as well as with your extended project team with outside vendors.

Primavera Unifier Webinar - 2022-12-19

Managing Contracts, Costs, Design Documents, Site Documents, Quality Control Documents and Asset Management usually requires numerous, disparate software tools. With Oracle Unifier, you can get all these features in one tool saving your organization time and money.

Join Emerald’s webinar to see how Oracle Unifier can streamline your project collaboration within your organization as well as with your extended project team with outside vendors.

Oracle Primavera Unifier 19.12.4.0 Released

IMPORTANT UPDATE - Oracle Primavera Unifier 19.12.14.0 has been released, this is a patch release and has the following fixes.

Unifier 19.12.4.0

  • 31056321 THE DATA ON PROJECT COST SHEET IS NOT CORRECT FOR SOME COLUMNS
  • 31055724 RECORD LINE ITEM IN 'COST BREAKDOWN', WHEN ENTERING 1.7 FOR QUANTITY IT IS ROUNDING TO '2'
  • 31053821 REG: POST UNIFIER UPGRADE TO 19.12.3 SERVICEHEALTH URL IS GIVING 500 ERROR
  • 31039579 CASHFLOW WORKSHEET GENERATES INCORRECT UNASSIGNED AMOUNT VALUE
  • 31014251 UPDATE CHECKBOX DOESN'T CHECK WHEN BULK EDITING A MULTI-SELECT FIELD
  • 30985328 WHEN GETTING DOCUMENTS BY PATH REST SERVICE WHEN CALLED FROM PIF, THE DOCUMENT CONTENT IS CORRUPTED.
  • 30981233 WRONG VALUES BROUGHT IN TO THE UPPER FORM FROM LINE ITEM TOTALS IN PAY APPLICATION
  • 30976355 UNDER GRID VIEW COST CODE NAME OF LINE ITEM WAS CHANGE AUTOMATICALLY WITH REPEATS NAME
  • 30971314 BP TEMPLATE: RANGE OF RECURRENCE SWITCHING FROM NO END DATE TO END BY 12/31/1969 ON SAVE
  • 30959304 AFTER UPGRADE TO 19.12, SEVERAL UDRS FAIL TO RUN FROM WITHIN A PROJECT SHELL
  • 30959021 LINKED DATES FROM SCHEDULE SHEET OFF BY ONE DAY ON PROJECT INFORMATION PAGE
  • 30952928 WEBSERVICE CALL FAILS, UNABLE TO CREATE A RECORD THROUGH REST API WITH THE ATTACHMENT AND SEND TO NEXT STEP.
  • 30943152 USER ATTRIBUTE FIELD APPENDED WITH THE VALUE &
  • 30916824 PROJECT COORDINATORS UNABLE TO MODIFY USER STATUS AFTER PERMISSIONS GRANTED.
  • 30853649 DELETE BUTTON IS DISABLED IN SHELL TEMPLATE > USERS/GROUPS CANNOT BE DELETED.
  • 30834155 UDESIGNER THROWING AN ERRONEOUS ERROR RELATED TO BP LINE ITEM DATA PICKER
  • 30812661 BP COST LINE ITEM WITH CBS CODE (PAYMENT APPLICATION) NOT WORKING CORRECTLY
  • 30714549 USER PICKERS THAT HAVE DATA IN AUDIT LOG DO NOT SHOW THAT DATA ON THE FORM
  • 30647377 UDR NOT LOADING IN IE, JAVA.LANG.ILLEGALARGUMENTEXCEPTION USING DATE SEARCH PARAMETER
  • 30294068 REG: USER PROXY IS NOT RECEIVING THE SAME TASK NOTIFICATIONS

Oracle Primavera Unifier 19.12.1.0 Released

IMPORTANT UPDATE - Oracle Primavera Unifier 18.8.14.0 has been released, this is a patch release and has the following fixes.

Unifier 19.12.1.0

  • 30689816 MOBILE APP USER PICKER NOT SHOWING VALUES IN IOS
  • 30646098 USER THAT DO NOT CREATE RECORDS CANNOT OPEN LEVELS AND SPACES BP RECORDS
  • 30634158 TOOL TIP FIND IS CASE SENSITIVE
  • 30627008 THE USER CANNOT SELECT THE PERMISSION BASED UDR QUERY ELEMENTS
  • 30626492 RUNNING A SYSTEM BASED UDR, WHICH IS HAVING A QUERY ELEMENT PROMPTS AN ERROR
  • 30624711 NO USERS ARE ABLE TO OPEN SHELL DETAILS FORM FOR SOME SHELLS AFTER 19.11 UPGRADE
    30617154 FIELDS STILL ACCESIBLE AFTER REMOVING ALLOW / ADD / REMOVE LINE ITEMS ATTACHMENT PERMISSION IN RFB BP - PROBLEM ON-GOING
  • 30615430 UDR EXECUTION FAILURE WITH TIMESTAMP AS QUERY PARAMETER
  • 30614280 CHECK BOX TOOLTIPS DO NOT WORK AFTER 19.11 UPGRADE.
  • 30564272 ALERT 500 INTERNAL SERVER ERROR WHEN CLICKING ON BP RECORD DETAIL FORM TAB
  • 30558880 NO LINE ITEM HISTORY BUTTON DISPLAYED IN STANDARD VIEW, BUT IS DISPLAYED IN CLASSIC VIEW
  • 30557949 CONFIGURABLE MODULE, USER WITHOUT PERMISSION CAN SEE/MODIFY DATA.
  • 30556672 UNABLE TO CREATE A COMPONENT LIST AFTER UPGRADING TO 19.11
  • 30545000 REPORT QUERY PARAMETERS, ALLOW USERS TO MODIFY, DROP-DOWN NOT WORKING AT RUN TIME
  • 30539700 UNABLE TO UPDATE ACCESS CONTROL IN PRODUCTION
  • 30534578 CC.. FIELD NOT DISPLAYED IN NEW UI, BUT IS DISPLAYED IN CLASSIC VIEW.
  • 30522592 ERROR DURING CSV IMPORT OF ACTIVITIES INTO SCHEDULE SHEET, BUT ERROR CSV HAS NO DETAILS
  • 30522281 UNDEPLOYED PERIOD STRUCTURE: UNABLE TO MODIFY THE NAME OR SET TO INACTIVE
  • 30512028 STANDARD VIEW: LINE ITEM DATA ALLOWED TO BE SAVED WHEN REQUIRED FIELD IS EMPTY/NULL/BLANK
  • 30511737 NEW UI WHEN CREATING RECORD, UNABLE TO SELECT A SHELL WITH SHELL PICKER, AND WHEN NEW UI IS DESABLED THE FIELD WORKS BUT COST CODES CAN'T BE SELECTED.
  • 30503843 NOT ABLE TO ATTACH DOCUMENTS IN DOCUMENT TYPE BP IN NEW UI
  • 30488911 PROD LINEITEM CSV IMPORT ISSUE
  • 30485672 DATE FIELD FORMULA NOT WORKING AS IT DID PREVIOUS TO 19.10 UPGRADE
  • 30484540 IMAGE PICKER DOESN'T PROPERLY DISPLAY IMAGE IN BP UPPER FORM WITH NEW UI ENABLED.
  • 30468976 SOAP CREATEBPRECORD ERROR WHEN 3 RECORDS SAME TITLE (TWO TERMINATED ONE ACTIVE), WERE ABLE TO MAKE TERMINATED RECORDS ACTIVE TO RESOLVE ISSUE
  • 30460460 PRODUCTION AND STAGE - ISSUES MODIFYING DOCUMENT MANAGER PERMISSIONS
  • 30440961 USERS INCORRECTLY ALLOWED TO HIDE COMMENTS
  • 30419623 RETURN CHARACTER IN DESCRIPTION DE CAUSES TEXT AFTER RETURN CHARACTER TO NOT SHOW IN LOG VIEW
  • 30285563 CREATED DE MISSING RANDOMLY
  • 30275907 CASH FLOW CURVE FINISH DATE NOT DISPLAYED CORRECT FOR THE FORECAST CURVE
  • 30117976 PRINT TO PDF FEATURE NOT WORKING AS EXPECTED
  • 29560051 NEW UI: AUTO FILL FEATURE GIVES INCORRECT VALUE IN DATA ELEMENT

Primavera Unifier: uDesigner Fundamentals Training

Oracle Primavera Unifier
uDesigner Fundamentals training

Prerequisites Oracle Unifier Administration Course
Accreditation 26 Informal Learning Units
Targeted Roles Administrator
Version 17 (January 2020)

The Oracle Unifier uDesigner Fundamentals training enables you to design and deploy business processes and attribute forms and shells. You will learn design principles to develop Unifier data structures, statuses, and forms. The course covers configuration of additional form and workflow behavior such as formulas, auto-population, conditional routing, and workflow actions via email. It shows how to efficiently reuse forms, utilize uDesigner versioning methods, and define integration templates. The course provides an overview of common business process types, highlighting their unique features. Upon completion of the course you will receive a certificate from Emerald Associates.

topics covered

  • Navigation
  • Concepts
  • Structures
  • Statuses
  • Shells
  • Form
  • Creation
  • Forms
  • Process
  • Case Study Part 1
  • Routing
  • Formulas
  • Validation
  • Manager
  • Email
  • Sequencing
  • Consolidation
  • Population
  • Elements
  • Integration
  • Versioning
  • Designs
  • Case Study Part 2
  • Types

FAQ

What is the relationship between Unifier and Skire?

Oracle Primavera Unifier and Skire are actually the same product. Skire was the original name of the software before it was acquired by Oracle and rebranded as Oracle Primavera Unifier.

Is this course available online?

Online delivery is our primary format for this course. We can provide in-class training if there is enough demand. Please fill out the RFI below if you are interested.

RFI

Primavera Unifier: Unifier Administration Training

primavera Unifier
Unifier Administration Training

Prerequisites Working knowledge of Unifier end-user functionality
Accreditation 19.5 Informal Learning Units
Targeted Roles Project Managers, IT Administrators
Version 17 (January 2020)

Description

The Primavera Unifier Administration training in an in-depth course that covers user and group administration and access control, administration levels and roles, and much more. Learn best practices to create and use templates and shell administration. This course focuses on the core skills required for defining data and configuration of Unifier objects.

By the end of this course, learners will be able to:

  • Review login and navigation
  • Discuss administrative roles
  • Define company relationships
  • Manage owner/partner users, groups and permissions
  • View data structure setup
  • Configure business processes, shells and User Mode Navigator
  • And much more!

topics covered

  • Navigation
  • Administration Overview
  • Company Relationship Management
  • Company User Administration
  • Company Group Administration
  • Company Permissions Management
  • Data Structure Setup
  • Design and Development Cycle
  • Business Process Configuration
  • Shell Manager Configuration
  • User Mode Navigator Configuration
  • Company-Level Non-Workflow BP Setup
  • Shell Templates
  • Business Process Setup in Shell Templates
  • Workflow Setup
  • Business Process Setup - Conditional Routing
  • Folder Structure Template
  • Embedding Templates
  • Copying Shell Templates
  • Creating a Single-Shell Instance
  • Creating Multiple-Shell Instances
  • Updating Shells
  • Configuration Package Management
  • Case Study - Routing Meeting Minutes

Oracle Primavera Unifier 18.8.14.0 Released

IMPORTANT UPDATE - Oracle Primavera Unifier 18.8.14.0 has been released, this is a patch release and has to following fixes.

Version 18.8.14.0

  • 29817892 FORMULA BASED DE SHOWING INCORRECT VALUE IN NEW UI BUT CORRECT IN OLD UI
  • 29802139 YOUR DOCUMENT CONTAINED MORE THAN 100000 CHARACTERS CAPTURED WHEN SEARCHING
  • 29774086 PROBLEM TO CREATE A FOLDER INTO DOCUMENT MANAGER USING TEMPLATES.
  • 29772956 BP LOG NOT UPDATED/REFRESHED AFTER BULK EDIT
  • 29750984 COLON MISSING IN LINK TYPE DASHBOARD
  • 29750222 WHEN COPYING A BP RECORD, RECEIVING ALERT MESSAGE INDICATING REQUIRED DATA IN A DE THAT ALREADY HAS DATA ENTERED.
  • 29707991 BP DOES NOT AUTO CREATE RECORDS WHEN THERE ARE COST LINES.
  • 29701711 LPMB BP LINE ITEMS NOT TRIGGERED PROPERLY
  • 29701416 USING BP CSV IMPORT TEMPLATE TO CREATE RECORDS DOESN'T RESULT IN THE PROPER TOTAL AMOUNT ROLL UP CONSISTENTLY
  • 29691917 LATITUDE FIELD NOT WORKING PROPERLY
  • 29687091 CREATE BUTTON NOT DISPLAYING IN TIME SCHEDULE TAB
  • 29668137 UNABLE INSERT IMAGE ON LANDING PAGE IN IE 11 WHILE IT WORKS UNDER FF AND CHROME
  • 29641596 REQUEST FOR UPDATING BASIC INFORMATION SENT FOR APPROVAL WITH THE REQUEST ID 385 IS RECEIVED WHEN THE USER ATTEMPTS TO CHANGE THEIR EMAIL
  • 29638839 EMAILS NOT RECEIVED FOR OVERDUE POLICY
  • 29637367 SOME REQUIRED FIELDS DO NOT COPY WHEN COPYING BP RECORDS IN NEW UI
  • 29501141 BP LOG VIEW FILTER FIELDS NOT SYNCHRONIZE WITH SEARCH FILTER FIELDS IN PROJECT
  • 29450801 THE PROJECT_ID VALUE COULD NOT BE RETRIEVED USING DATA VIEW IN RELEASE 18.X
  • 29400989 THE CREATION OF PROJECTS WITH SHELL TEMPLATE IS VERY SLOW
  • 29381344 CONTENTS SEARCH FUNCTION OF DM DOES NOT WORK PROPERLY

 

 

 

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 18.8.13.0 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

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

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.

Dashboards

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.

Oracle Primavera Unifier 18.8 Update

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.

Configuration

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.

Space Manager

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.

Exchange Rates

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.

Other

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!

 

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 18.8.11.0 Released

IMPORTANT UPDATE - Oracle Primavera Unifier 18.8.11.0 has been released, this is a patch release and has to following fixes.

Version 18.8.11.0

  • 30027690 FRONT PORT: INCORRECT VALUES IN THE BUDGET APPROVALS RECORDS
  • 30007122 FUND ASSIGNMENT WINDOW 0 ERROR(S): EXCEPTION CHECKWBSFUNDREMAININGBALANCE
  • 29951034 BUSINESS PROCESS FILTERS MISSING AFTER UPDATING FROM 18.8.3.9 TO 18.8.10
  • 29913836 LESS COLUMNS ARE DISPLAYED AFTER SELECTING REASSIGNMENT HISTORY IN VIEW FILTER
  • 29897793 ACCOUNT SHEET IS NOT MIGRATING TO PRODUCTION FROM STAGE USING PACKAGE IMPORT
  • 29831093 CASH FLOW SHEET IS BLANK WHEN DOUBLE CLICKING THE CURVE ON CASH FLOW PAGE
  • 29773104 COMMITMENT BP SOV ITEMS BROKEN
  • 29767250 UPDATE FROM TEMPLATE NOT TRIGGERING
  • 29754929 SYSTEM COULD NOT PROCESS YOUR REQUEST - CLICKING THE SEND BUTTON WHEN THERE IS A COMMENT
  • 29654797 RESPONSE IN LINKED MAIL IS NOT REFERENCED IN THE RECOR
  • 29544025 PAYMENT APPLICATION - LINE ITEM FORM NOT SAVING VALUES
  • 29528042 GATES CONDITIONS BEING RE-EVALUATED DESPITE SETTING IN PROJCT/SHELL THUS CHANGING PROJECT PHASE UNEXPECTEDLY.
  • 29499851 UNABLE TO DEPLOY ORDER TRANSMITTAL IN STAGING ENVIRONEMENT
  • 25714059 PM BOOK LINE ITEMS: 'NEXT TRIGGER DATE' FAILS AUTO-POP WHEN WO REACHES TERMINAL
 

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 18.4 iOS Mobile Released

Oracle Primavera Unifier 18.4 for iOS mobile 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

  • 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.

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 18.4 Released

Oracle Primavera Unifier 18.4 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.

  • The support for financial periods is extended to Cash Flow by CBS, Summary CBS, and Commitment detail levels. 
  • Use the toggle Collapse / Expand All Groups icon to collapse or expand line item groups in a business process form’s detail tab. 
  • View the enhanced interface in CBS Picker, Transaction Currency Picker, Work Package Picker, BPO Picker, and BPO Line Item Picker in cost business processes. 
  • Cost business processes of sub-type, Line Item with CBS codes, and classification, Generic, and Transfer display the enhanced form interface. 
  • CSV and Webservices now support the grouping of line items. 
  • 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. 
  • Dock the floating Search dialog to the right or the bottom of the log page using the toggle Dock Right/Dock Bottom icon. 
  • 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. 
  • Restore a file in Document Manager to an older version along with comments and references associated with it. 
  • 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). 
  • 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.

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 18.5 Released

Oracle Primavera Unifier 18.5 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.

  • In the Reference Records tab of a business process record, you can specify the number of referenced records to be displayed per node.
  • 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
  • View the enhanced interface in Fund Detail, SOV Picker, Commit Picker, and Commit Line Item Picker in cost business processes.
  • 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.
  • 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. 
  • 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. 
  • 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.
  • 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.
  • Schedule publishing of Unifier data to OBIEE is now every 4, 6, 8, or 12 hours.
  • 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.
  • 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.
  • Create and run user-defined reports using permission-based data sources.
  • On the License Manager landing page, view an Earned Value Management block with gauge charts indicating license terms, current usage, and overage. 
  • 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.

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 18.3 Released

Oracle Primavera Unifier 18.3 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.

  • Preferences available in the username list on the top navigation bar has been modernized.
  • Business process log and form UI enhancements are extended to support the Project/Shell Creation business process type.
  • View the new business process form design when creating records in the Document Manager.
  • Portfolio Manager scenarios now display derived curves and monthly actuals from project cash flow.
  • Right-side tabs in a BP form are enhanced: Attachments tab - Comments tab - Linked Records tab - Linked Mail tab
  • 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.
  • 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.
  • Create workflow BP templates and records from templates using updated user interface and interactions.
  • 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.
  • New system-defined Portal landing page minimizes customization using HTML.
  • At runtime, use the new Add to Group record property to group line items in categories.
  • Use the Preview gear menu option to preview files in different formats in the Attachments tab of redesigned business process forms.
  • Create multiple log views in Administration mode for use in Document Manager.
  • Create folder, document, and log attribute forms for different projects to capture different metadata.
  • Create custom financial periods to provide more flexibility in budget forecast and analysis.

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

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 18.1 Released

Oracle Primavera Unifier 18.1 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

  • 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
  • Keep the current session active in Unifier.
  • Configure Portfolio Manager to send notifications to users and groups when a scenario is shared or approved.
  • The display of monthly actuals in Portfolio Manager has been extended to derived curves, multiple forecast curves, linked/unlinked projects, and yearly plans.
  • Unifier Analytics now supports cost code attributes, tab ID, and pickers.
  • Synchronizations are available in Unifier Gateway node to import P6 activities into Unifier Shell.
  • Customize the Total row of the grid in Payment Applications and Summary Payment Applications to accurately reflect its values at runtime.
  • Choose to display project/shell name or number in the navigation tabs.
  • View replies from external users in the Project Mailbox.
  • All login screens of the Unifier application have been modified with a standard look and feel.
  • The Notifications log is redesigned similar to the Tasks log.
  • uMail is renamed to Mailbox in all locations.
  • WBS label is changed to CBS across Unifier.
  • Configure the runtime list of default business process log views per business process.
  • Enhanced Single Record Business Process Log.
  • 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.
  • Unifier’s Home Landing Page has been revamped with interactive tiles and charts, and statistical information about tasks.
  • Unifier Mobile Browser (/m) has been deprecated.

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