Within our documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.
Primavera Unifier has two modes of operation.
- User mode
Users spend most of their time in the User mode. The User mode allows users perform the day-to-day activities, collaborate through business processes and Mailbox, maintain, for example, the Cost Manager, Schedule Manager, and Document Manager, and run reports.
The Unifier User Guide explains how to use the options that are available in the user mode of operation.
- Admin (Administration) mode
Company administrators work in Admin mode to set up, for example, company, program, and project or shell properties, user permissions, templates for major Unifier features, data structures, and configure and set up business process (BP) workflows.
You can switch between modes using the mode icon.
Note: This option is not available in Home page because Home page does not support the Admin mode.
Access to Unifier functionality is granted through Permissions. The ability to utilize a specific function in Unifier depends on permissions settings (accessed in Admin mode).
The Unifier Administration Guide explains how to use the options that are available in the administration mode of operation.
Security Considerations in Unifier
Companies in Unifier
Administrators in Unifier
Permission-Based Security in Unifier
Company Landing Page (Admin)
Program Landing Page (Admin)
Shell Landing Page (Admin)
Project Landing Page (Admin)
Queries
Dashboards in Unifier
Self-Service Portal
Access Control and AutoVue Stamps
Including Stamps in Configuration Package
Managing Public Searches
Setting up Data Structure Setup Node
Creating Data Views
Creating Data Cubes
Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)
Configuring the User Mode Navigator
User Administration
Adding & Managing Partner Companies
Configuring Project Numbering, Cost Codes, and Status
Setting Up Multiple Company Calendars
Manage Support and e-Learning contact information (Contact tab)
Manage Company Password Policy (Security tab)
Manage Company Addresses (Address tab)
Access Company Details
Background Jobs
Event Notifications
Configuration Package Management
uDesigner Overview
Custom Dashboards
Program Administration
Project Administration
Shells Administration
Unifier Activity Manager and Master Rate Sheet
Setting Up the Business Processes
Setting Up Updates for Business Process Records
Setting Up the Asset Manager
Setting Up the Code-Based and Records-Based Configurable Manager
Setting Up the Cost Manager
Setting Up the Document Manager
Setting Up the Planning Manager
Setting Up the Portfolio Manager
Setting Up the Resource Manager
Setting Up the Schedule Manager
Setting Up the Space Manager
Setting Up the User-Defined Reports
Managing Personal Information in Unifier
Translating Custom Strings (Internationalization)
Unifier Mobile Application
Unifier and Other Oracle Applications