• Getting Started with Administration Mode
    • Security Considerations in Unifier
      • Authentication: How Users Sign On
      • Authorization: What Users Can Access
      • Endpoint Security
      • Confidentiality for Primavera Unifier
      • Integration with Other Applications
      • Security for Developers - API Security
      • Establishing Security Contacts
    • 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
      • How Queries Work
      • Using Formulas or Conditions in Queries
        • Field Value Comparison
        • Date Plus or Minus
        • Date Difference
        • Compare Date Fields
        • Dynamic Date Value
        • Between Dates
      • Assignee Filter Query Condition
      • Query Based Data Element (QBDE)
      • Defining the Format of the Currency for QBDE
    • Dashboards in Unifier
    • Self-Service Portal
    • Access Control and AutoVue Stamps
    • Including Stamps in Configuration Package
    • Managing Public Searches
      • Setting Public Search Permissions
      • Managing Public Searches
    • Setting up Data Structure Setup Node
      • Working with System and Configurable Modules
        • View Available System and Configurable modules
        • Add Custom Attributes to the Project/Shell SponsorshipModule
      • Working with Data Definitions
        • About data definition properties
        • Data definitions from uDesigner
        • View Basic data definitions
        • View Cost Code data definitions
        • Add a Basic data definition
        • Add a Cost Code Definition
      • Adding and Managing Data Sets
        • Add data set values to a pull-down (drop-down) menu or radio button
        • Add data set values to a multi-select Input data definition
        • Import data set values
        • Modify or remove data set values
        • Reorder data set values
          • Row numbering follows a relative numerical progression
      • Working with Data Elements
        • Access Data Elements
        • Export Data Elements
        • View Data Element Usage
        • Modify Data Element
      • Configuring Dynamic Data Sets
        • How to set up a dynamic data set
        • Access dynamic data sets
        • View dynamic data set properties
        • Define the value set and behavior set values
        • Import dynamic data set values
        • Delete a dynamic data set combination
        • Edit a dynamic data set combination
        • View dynamic data set usage
    • Creating Data Views
      • Grant Permissions for Data View Creation
      • Create and Publish Data Views and Metadata
      • View data (query results) and metadata (columns) in the view
      • Export data (query results)
      • View Data View Usage in Reports and Data Cubes
      • Edit data views
      • Delete Data Views
      • Review Unifier Database Table Structure
    • Creating Data Cubes
      • Defining a Data Cube
      • Selecting data sources
      • Adding data elements
      • Defining queries
      • Granting permissions for Data Cube
      • Publishing Data Cube
    • Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)
      • Custom Templates (Custom Prints and Reports) Overview
      • Assigning Roles and Permissions to BI Publisher User to Publish and Run Unifier Reports
      • Creating Data Model (.XDM) File
      • Custom Templates Windows Log
      • BI Publisher Report Levels
      • Sample XML Data for Custom Templates (Custom Prints and Reports)
      • Creating BI Publisher Custom Print
        • Custom Print Window (General tab)
        • Custom Print Window (Template File tab)
        • Custom Print Window (Sample Data tab)
      • Publishing BI Publisher Custom Print
      • Parameters for External Multiple Custom Print
      • Creating BI Publisher Custom Report
        • Custom Report Window (General tab)
        • Custom Report Window (Views tab)
        • Custom Report Window (Query tab)
        • Custom Report Window (Parameters tab)
        • Custom Report Window (Template File tab)
        • Custom Report Window (Sample Data tab)
      • Download and Install BI Publisher Desktop for Microsoft Office
      • Building Report Template (RTF)
        • Creating a Report with Line Items
          • Formatting Data
          • Adding Summary Page to Report
          • Adding a Chart
          • Adding Headers and Footers
          • Adding BI Fields to RTF File Header or Footer
          • Importing Template into Unifier
          • Adding a Report to Navigator
          • Setting Permissions on Report
          • Running the Report
        • Advanced BI Publisher Functions
      • Publishing BI Publisher Custom Report
      • Making a New Custom Report or Custom Print Appear in Unifier Navigation
      • Setting Permissions for Custom Reports
      • Running a Report in Unifier
      • Uploading a Template for External Data Model Type Custom Report
      • Downloading Sample XML Data for Designing New Templates
      • Modifying Existing XDM for Custom Report or Custom Print Configuration
      • Adding a Dynamic Image in the Custom Print Template
      • Adding a Dynamic Image in the Custom Report Template
      • Adding a Dynamic Image in BI Publisher Report
      • Connect to Unifier Database
    • Configuring the User Mode Navigator
      • Create a New User Mode Navigator Configuration
      • Create a new grouping node
      • Rename a grouping node
      • Change the icon of a grouping node
      • Move nodes within the navigator
      • Remove unused modules from the navigator
      • Delete a grouping node
      • Deploying a navigator configuration
      • Delete a navigator configuration
      • Restore the navigator to previous or default configuration
    • User Administration
      • Assigning Application Access to Primavera Unifier (Cloud Only)
      • Importing User Attribute Form
      • Adding and Managing Company Users
        • Add a New Company User
        • Import company users (add users or update users)
        • Export user records
        • Manage user login information (Security tab)
        • Manage a user’s group membership (Groups tab)
        • Edit user permissions (Permissions tab)
        • View user’s project, program, and shell membership (Project/Program/Shell tabs)
        • Designate a proxy user (Proxy tab)
        • Send email to a company user
        • Unlock a locked user account
        • Change the status of multiple company users
        • View or print user audit log
        • Reactivating Users
      • Creating Partner Companies, Users, and Permission Settings (On-Premises Only)
      • Creating Partner Companies and Users (Cloud Only)
      • Adding and Managing Partner Company Users
        • Add a partner company user
        • Manage partner company user status, groups and permissions
        • Change the status of multiple partner users
        • Importing and Exporting Company and Partner Users
        • Reactivating Users
      • Adding and Managing Groups
        • Create a new group
        • Add users to a group (Members tab)
        • Edit group permissions (Permissions tab)
      • Integration Users
        • Creating Integration Users
        • Setting Permissions to Integration Users
        • Printing and Exporting Integration Users
        • Access Control for Integration Users
      • Managing Users in Bulk
        • Change user group assignments or add new users in bulk
        • Change user status in bulk
        • Update multiple company or partner users
      • Creating and Managing User Preference Templates
        • Create a User Preferences Template
        • Update Users with the User Preferences Template
        • View update users history
        • Cancel a user update request
      • Creating an Approved Email List for Project/Shell Mailboxes
      • Editing, Deleting, and Finding Email Addresses
      • Importing and Exporting Email Addresses
      • Managing permissions and access control
        • Permission tab versus Access Control
          • Access Control
          • Permissions tab
        • Edit user or group permissions using Access Control
        • Create or edit a permission template
        • Generate and print an Access Information report
      • Announcements Node
        • Announcement Properties
        • Access Control for the Announcements Node
        • Site Administrator Announcements Log
      • Working with the License Manager
        • View License Manager Terms and Usage
        • Set Up License Manager Scheduled Runs and Notifications
        • Print License Manager Information
        • View or Print the License Manager Audit Log
      • Running System Usage Reports
        • Run a System Usage Report
        • System Usage Report Types
      • Setting Permissions for Inbox
      • Setting Permissions for Unpublished Attachments
      • Task Reassignment (Company and Project)
        • Active User Tasks
        • Inactive User Tasks
        • Reassigning Tasks (Workflow)
        • Reassigning Tasks (Scenarios)
        • Views
        • Workflow of Reassigning Tasks (Company)
        • Workflow of Reassigning Tasks (Project)
        • Reassigning Tasks Access Control
        • New Assignee Email Notifications
    • Adding & Managing Partner Companies
      • Add a partner company
      • Remove a partner company
      • View partner company profile
    • Configuring Project Numbering, Cost Codes, and Status
      • Create and manage project categories (organize projects)
    • Setting Up Multiple Company Calendars
      • Setting Multiple Calendar Permissions
      • Creating Multiple Calendars
      • Modify, Delete, or Mark a Calendar as Default at Company Level
    • Manage Support and e-Learning contact information (Contact tab)
    • Manage Company Password Policy (Security tab)
    • Manage Company Addresses (Address tab)
    • Access Company Details
      • Edit Company (General Tab)
      • Edit Company (Address Tab)
      • Edit Company (Security Tab)
      • Edit Company (Contact Tab)
      • Edit Company (E-Signatures Tab)
    • Background Jobs
    • Event Notifications
    • Configuration Package Management
      • Accessing Configuration Package Management Node
      • Component Lists
      • Configuration Packages
      • Creating Component List
        • Designs
        • Data Structure Setup
        • Company Access Control
        • Configuration
        • Company Workspace
        • Company Templates
        • Shell Templates
          • Defining Shell-Specific Custom Print Templates for Business Processes
          • Supporting Shell Attribute View Forms
        • Single Instance Shells
        • Analytics
      • Component Analysis for Component Lists
      • Creating Configuration Packages
      • Importing Configuration Packages
        • Configuration Package Report and Audit Log
        • Conditions for User Mapping in Configuration Package
        • Configuration Packages Import Rules
        • Impact Analysis Report
      • Viewing Configuration Packages
      • Transferring Configuration Package
      • Installing Base Products
    • uDesigner Overview
    • Custom Dashboards
      • Creating Company or Shell Custom Dashboards
      • Granting Custom Dashboard Permissions
        • Configuring a Company Custom Dashboard
          • Modify the General Properties of a Company Dashboard
          • Define queries for Company Dashboard data cubes
          • Specify cache details
          • Grant Company Dashboard View permission
      • Configuring a Shell Dashboard
        • Modify the General Properties of a Shell Custom Dashboard
        • Define queries for shell dashboard data cubes
      • Modifying a custom dashboard
        • Delete a custom dashboard
        • Find a custom dashboard
        • Download XML data associated with a custom dashboard
        • Refresh the Company Dashboard cache
    • Program Administration
      • Creating and Managing Programs
      • Creating a Project
        • Grant permission to administer projects or project templates
        • Create a project by copying a template or project
        • Create a new project manually
        • Add Cost Sheet
        • Manage Projects
        • Activate or deactivate a project
      • Creating a Program
      • Defining Program Properties
        • Define Program General Properties (General tab)
        • Add or Remove Projects or Shells From a Program (Projects tab)
        • Set Up Program Progress Tracking (Progress tab)
        • Add Links to Other Program-Related Web Pages (Links tab)
      • Program User Administration
        • Add Users or Groups to a Program
        • Grant Program Permissions (Access Control)
    • Project Administration
      • Creating and Managing Projects
        • How to create and setup a project
        • Creating a Project Template
          • Access project templates
          • Create a project template
          • Create a project template by copying a template or project
          • Set up modules in the project template
          • Manage Project Templates
        • Defining Project (and Project Template) Properties
          • Define general project properties (General tab)
          • Define project location (Location tab)
          • Add project currencies (Standards tab)
          • Add a project image (Standards tab)
          • Distribute an External Email Address for the Project (Standards Tab)
          • Set up project progress tracking (Progress tab)
          • Add links to other project-related web pages (Links tab)
          • Select a project custom attribute (Custom tab)
          • Create a Project Calendar (Calendar Tab)
            • Modify a Project Calendar
          • Company Sponsored Projects (Standards Tab) E-Signatures
      • Updating Projects
        • General procedure for updating project information
        • Update users
        • Update groups
        • Update Business Processes and BP Setups
        • Update User-Defined Reports
        • Update access control
        • Update cost sheet columns in a project
          • Cost Column Project Update Rules
        • Update Schedule of Values (SOV) Structure
        • Update commitment funding structure
        • Update Cash Flow Curve Properties and Permissions
        • Update project cost or fund rules
        • Update gates setups
        • View update history
        • Cancel a project update request
      • Managing Member Companies
        • Add a member company to a project
        • View member company profile
        • Remove a member company from a project
      • Managing Project Users and Groups
        • Add a user to a project
        • View or edit a project user’s profile
        • Create and Manage Project Groups
        • Grant project user permissions through Project Access Control
        • Generate and print access information report
      • Setting Up Automatic Status Update
      • Setting Up Gates
        • Example of a gates setup and conditions
        • Define the project phase list
        • Create a gates setup
        • Add project phases to the gates setup (Settings tab)
        • Configure Gates conditions
        • Configure gate elements
        • Change the order of project phases
        • Define gates runs schedule (Schedule tab)
        • Activate or deactivate a gates setup
        • Set user permissions for gates
      • Create an automatic project status update setup
      • Choose the order of non-active statuses (Settings tab)
      • Define status change query and trigger conditions (Settings tab)
      • Define project status update schedule (Schedule tab)
      • Activate or deactivate an auto-update status setup
      • Set permissions for automatic update of project status
    • Shells Administration
      • Dedicated Mailbox for the Shell
      • User Permissions and Navigation
      • Setting up Shells
        • Importing Shells
        • Setting Permissions to Configure Shell Types in the Shell Manager
        • Configuring Shells
        • Update generic cost sheet columns and rows
        • Configuring Shell Manager Configuration Package
        • Setting Permissions to Administer Shell Templates
        • Creating a Shell Template
          • Create a Shell Template
          • Create a shell template by copying a template or shell
            • Shell Cloning window selections
              • Cloning window selections for all shell templates and shells (both CBS and generic codes)
              • Cloning window selections for only Generic code shell templates and shells
            • Cloning window selections only for CBS code shell templates and shells
          • Shell Template Modules and Managers
            • Managers and Modules Available in all Shell Templates (Both CBS and Generic Codes)
            • Selections available in only Generic code shell templates
            • Selections available only in CBS code shell templates
            • Document Manager Template
          • Manage Shell Templates
          • Integration Tab
          • Adding View Forms in Shell Template
        • Setting Permissions to Create or Modify Shell Instances
        • Creating a Shell
          • Create a New Shell Manually
            • Location picker behavior
          • Create a shell by copying a template or shell
          • Managing Member Companies
            • Add a member company to a shell
            • View member company profile
            • Remove a member company from a shell
          • Managing Shell Users and Groups
            • Add a user to a shell
            • View or edit a shell user’s profile
            • Create and Manage Shell Groups
            • Grant shell user permissions through Shell Access Control
            • Generate and print access information report
          • Create new shells using an imported CSV file
          • Create shells with the shell creation business process
        • Managing Shells
        • Packaging Single Instance Shells
        • Updating Shells
          • Updating Shell Formation - General Procedure
          • Updating Shells, Users
          • Updating Shells, Groups
          • Updating Shells - Setup Node, Business Process
          • Updating Shells - Setup Node, Dashboards
          • Updating Shells - Setup Node, Gates
          • Updating Shells - Setup Node, Planning Manager
          • Updating Shells - Setup Node, Resource Manager
          • Updating Shells - Setup Node, Configurable Modules (Classes)
          • Updating Shells - Configurable Modules Node (Sheets)
          • Updating Shells - Rules Node
          • Updating Shells - Cost Manager Node, Cash Flow
          • Updating Shells - Cost Manager Node, Cost Sheet
          • Updating Shells - Cost Manager Node, Funding - Funding Sheet
          • Updating Shells - Cost Manager Node, Funding - Commitment Funding Sheet
          • Updating Shells - Cost Manager Node, Schedule of Values - General Spends
          • Updating Shells - Cost Manager Node, Schedule of Values - Payment Applications
          • Updating Shells - Cost Manager Node, Schedule of Values - Summary Payment Applications
          • Updating Shells - Cost Manager Node, Templates - Commitment Funding Sheet
          • Updating Shells - Document Manager Node
          • Updating Shells - Space Manager Node, Levels Sheet
          • Updating Shells - Space Manager Node, Stack Plans
          • Updating Shells - Schedule Manager Node, Schedule Sheets
          • Updating Shells - Reports Node
          • Updating Shells - Access Control Node
          • Updating Cost Sheet Columns in a Shell
            • Cost Column Shell Updating Rules
          • Update schedule of values structure
          • Update commitment funding structure
          • Update cash flow properties and permissions
          • Update generic cost sheet columns and rows
          • View update history
          • Cancel a shell update request
        • Setting Up View Forms in Shell Attributes
      • Setting Up the Automatic Update of Shell Status
        • Create an automatic shell status update setup
        • Choose the order of non-active statuses (Settings tab)
        • Define status change query and trigger conditions (Settings tab)
        • Define shell status update schedule (Schedule tab)
        • Activate or deactivate an auto-update status setup
        • Set permissions for automatic update of shell status
      • How to Set Up Gates
        • Example of a gates setup and conditions
        • Define the phase list
        • Create a gates setup
        • Delete a Gates Setup
        • Add phases to the gates setup (Settings tab)
        • Access gate configuration view
        • Configure gate elements
        • Change the order of phases
        • Define gates runs schedule (Schedule tab)
        • Activate or deactivate a gates setup
        • Set user permissions for gates
      • Editing Multiple Shells at once with Bulk Edit
      • About Shell Dashboards
        • Setting shell instance dashboard permissions
        • Creating a shell dashboard in a template
        • Copy a shell dashboard
        • Modify shell instance dashboard properties
        • Delete a shell instance dashboard
        • Find a shell instance dashboard
        • Set user or group permission for a shell instance dashboard
      • Migrating standard projects to CBS shells
        • Migration limitations
        • Migration Considerations
        • Migration mapping of project data elements to shell data elements
        • Migrate projects to shells
          • Export the migration template
          • Modify the exported csv template
          • Initiate migration of standard projects to CBS shells
          • View migration history
          • Test for CBS shell creation
      • Internationalization and CSV Files
      • Internationalization and Web Services
      • Internationalization (Email Notifications)
      • Internationalization (Support for Tools)
      • Internationalization (BI Publisher Custom Reports)
      • Internationalization (Dashboards)
      • Internationalization (Help Files)
      • Internationalization (Spell Check)
      • Internationalization (Date and Time Zone Formats)
      • Internationalization (Audit Log)
    • Unifier Activity Manager and Master Rate Sheet
      • Activity Manager Permissions
    • Setting Up the Business Processes
      • Master Log - Business Processes Node
      • Advanced Logs and Standard Logs
      • Importing Business Processes (BPs)
      • Configuring Business Processes (BPs)
        • Create Custom-Designed BP Print Layout (Custom Print tab)
        • Configure and Activate a BP
        • Configure a Query for a Query Based Data Element on a BP
        • Configure a BP workflow (Workflow tab)
        • Create a custom XML template in MS Word
        • Creating BP Log Views in Admin Mode
        • Customizing Email Subject Line
      • Configuring Business Process Configuration Package
      • General Procedures for Setting up Business Processes
      • Loading a Business Process
      • Setting Up a Non-Workflow Business Process
        • Basic non-workflow set up in General tab and Settings tab
          • Selecting BIP Custom Print (Format > Custom)
        • Set up email notification for a non-workflow BP
        • Set up auto-creation for a non-workflow BP or planning item
        • Set up record and line item copy options
        • Single-record business processes
        • Set up View Forms for Non-Workflow Business Processes
        • Set up Record Properties for Non-Workflow Business Processes
          • Set up Permissions for Record Properties Tab (Non-Workflow)
      • Setting Up a Workflow Business Process
        • Basic workflow set up in General tab
          • Selecting BIP Custom Print (Format > Custom)
        • Designate additional editors for Business Process records
        • Set up email notification for a workflow BP
        • Set up auto-creation for a workflow BP
        • Workflow setup in General and Setting tabs
        • Define the Business Process Workflow
          • Overall Workflow Settings
          • Settings for Standard Workflow Steps
          • About Completion Policies, Resolving Actions, and Their Statuses
          • Settings for Conditional Routing Steps
          • Settings for Auto-Create Steps
          • Settings for Sub-Workflows
        • Set up View Forms for Workflow Business Processes
        • Set up Record Properties for Workflow Business Processes
          • Set up Permissions for Record Properties Tab (Workflow)
      • Creating, Adding, and Deleting Business Process Help Files
      • Auto-creating a Business Process record or Planning Item Based on conditions or frequency
        • Grouping line items into single records
        • Bypassing the I Step
          • Auto-Creation Protocol for Bypassing the I Step
        • Rules for Checking Conditions for Auto-Creation
          • Rule 1
          • Rule 2
          • Rule 3
      • Setting Up Auto-Creation of Cash Flow Curves from Contracts
      • Copying Workflow Setups from Other Schemas
        • At the Company Level, Copy a Setup from Another Setup in the Same BP
        • Copy a Setup from One Project/Shell Template to Another
        • Copy a Setup from a Project/Shell to a Template
      • Importing Workflow Setups from One Company to Another Company In the Same Environment
      • Importing Workflow Setups from One Environment to Another
        • Import a Setup From One Company to Another Company
        • Import a Setup for a BP to a Project/Shell Template for the Same BP in Another Environment
      • Setting Up a Blanket Purchase Order Summary Template
      • Setting Up a Base Commit Business Process
      • Setting Up a Request for Bid (RFB) Business Process
        • Verify the RFB Has Been Designed Correctly
        • Set Up a Bid Management Account in Primavera Unifier
        • Set Up the RFB in Unifier
      • Business Process Permission Settings
      • Business Process Functionality in Unifier
      • Query-Based Tab in Business Processes
      • Creating Query-Based Tab in Business Processes
    • Setting Up Updates for Business Process Records
      • Company Workspace and Business Process Updates
        • Company Workspace and Preventive Maintenance Type BP
      • Project/Shell and Business Process Updates
        • Project/Shells and Preventive Maintenance Type BP
    • Setting Up the Asset Manager
      • Importing Asset Classes
      • Configuring the Asset Manager
      • Configuring Asset Manager Configuration Package
      • Grant asset class template permissions
      • Creating and Managing Asset Templates
        • Create an asset template
        • Create a new template from an existing template or asset
      • Creating a Depreciation Schedule
        • Straight line method
          • Without Salvage
          • With Salvage
          • Example
        • Double decline method
          • Example
        • Sum of year digits
        • Manual
          • Example
        • Set up a depreciation schedule
        • Verify the depreciation data source list
      • Setting Up and Managing Asset Sheets
        • Create an asset sheet column
        • Add a column for business process data
        • Add a column for project cost data
        • Add a formula column
        • Create an asset summary sheet column
        • Edit asset details from the asset sheet
      • Managing Asset Sheet Properties
      • Map asset sheet columns to company account codes
      • Associating Projects with Asset Classes
    • Setting Up the Code-Based and Records-Based Configurable Manager
      • Setting Permissions to Import Configurable Managers
      • Importing Code and Records-Based Configurable Managers
      • Deleting a Material Inventory Manager
      • Setting Permissions to Import Classes
      • Importing Classes for Code and Records-based Configurable Managers
      • Configure configurable manager classes
      • Run an error check on a class
      • Configure a Data Picker for the Manager
      • Setting Template Administration Permissions
      • Managing Class Template Sheets (Classic view)
        • Create a class template
        • Add columns to sheet templates
        • Copy sheets under project or shell templates
        • Deleting Sheets Template
        • Manage sheet properties
      • Managing Class Template Sheets (Standard view)
        • View Code-Based Managers Log
        • View Code- and Record-Based Managers Log
      • Setting User Permissions for Code and Records-Based Managers
    • Setting Up the Cost Manager
      • Cost Manager Overview
        • Cost Sheets
        • Funding Manager
        • Cash Flow
        • Earned Value
        • Schedule of Values (SOV) Sheet
        • Generic Cost Manager
        • About Cost Managers and Unifier functional areas
        • Grouping Line Items and Auto-Creation
      • Cost Managers and Unifier Functional Areas
      • About Currencies and Exchange Rates
        • Currencies
        • Exchange Rates
        • Managing Currencies and Exchange Rates
        • Importing and Exporting Exchange Rates
      • Setting up Cost Sheets
        • How to set up the cost manager (cost sheets)
        • Importing the Cost Attribute Form
        • Configuring Cost Manager Permissions
        • Creating and Setting up Cost Templates
          • Create a new cost sheet template
          • Define cost sheet default view (General tab)
          • Define cost code structure (Structure tab)
          • Define cost sheet options (Options tab)
          • Edit cost sheet template structure or properties
          • Open the cost sheet template
        • Adding Cost Columns
          • About cost sheet columns
          • Add a cost column
            • Project or shell cost column data sources
          • Create a formula in a cost column
            • Example Formula
        • Adding Cost Rows (CBS Codes)
          • About the CBS Detail Window
          • Create a summary row
          • Import cost rows (CBS codes)
        • Creating Worksheet Templates
          • Create a new worksheet template
          • Open the worksheet template
          • Create a worksheet column
          • Create a worksheet in a project or shell
          • Delete a worksheet
        • Managing Cost Templates
          • View or edit cost template properties
          • Delete a template
          • Edit a cost column
          • Move a column
          • Delete a column
          • Hide cost sheet columns
          • Edit a cost row
          • View or Edit CBS Details
        • Creating a Project or Shell Cost Sheet
          • Add cost sheet columns and rows
          • Add column view or edit restrictions
            • Cost sheet column permission matrix
            • Effects of column restrictions on viewing a worksheet
          • Add CBS breakdown
          • Add notes and attachments to a CBS code
          • Modify cost sheet default view
        • Setting up a Program Cost Sheet
          • Access the program cost sheet
          • Add Program Cost Sheet Columns
            • Program cost sheet data sources
          • Create and manage program cost groups
        • Setting up the Company Cost Sheet
          • Create a company cost sheet
          • Modify company cost sheet default view
          • Add Company Cost Sheet Columns
            • Company Cost Sheet Data Sources
          • Map cost sheet column to an account code
        • Deleting Cost Sheets
      • Setting up a Company Accounts Sheet
        • How to set up a company accounts sheet
        • Import Company Account Code Attributes Form
        • Create a company accounts sheet
        • Add a column to an accounts sheet
        • Adding and Managing Accounts Sheet Rows
          • Add rows to the accounts sheet
          • Delete accounts sheet rows
          • Import account sheet rows
          • Activate an account code
          • Modify accounts sheet default view
      • Setting up the Funding Manager
        • How to set up the Funding Manager
        • Importing Fund Attribute Form
        • Creating a Company Funding Sheet
          • Add columns to the company funding sheet
          • Add rows (Funds) to the company funding sheet
        • Creating a Project or Shell Funding Sheet Template
          • Add a column to the funding template (or project/shell funding sheet)
          • Add a funding column to project or shell cost sheet
          • Add rows to the funding template (or project/shell funding sheet)
        • Creating a Project/Shell Funding Sheet
          • Add columns to the project/shell funding sheet
          • Add project or shell funds (rows)
        • Defining Fund Assignment Options for Project/Shell Funding
          • Set up funding assignment options
          • Set fund assignment status and order
          • Set fund assignment order at the CBS level
          • Set fund assignment order at SOV level
        • Creating Commitment Funding Sheet Templates
          • Add and Manage commitment funding sheet columns
        • Defining Fund Assignment Options for Commitment Funding
          • Define commitment fund assignment rules
          • Define commitment fund assignment details
      • Setting Up Schedule of Values (SOV)
        • How to Set Up SOV
        • Creating an SOV Template
        • Add SOV Columns
        • Deleting Schedule of Values
      • Setting Up Cash Flow
        • How to Set Up Cash Flow
        • Grant Yourself Permissions to Configure Cash Flow
        • Create a Cash Flow Distribution Profile
        • Delete a Distribution Profile
        • Edit a Distribution Profile
        • Creating Cash Flow Data Sources
        • Delete a Cash Flow Data Source
        • Edit a Cash Flow Data Source
        • Distributing Cost Data
        • Cash Flow Curve Templates
        • Create a Template for a Cash Flow Curve
        • Create Roll-up Templates
        • Granting Cash Flow User Mode Permissions
      • Setting up the Rules Engine
        • About Rules
          • About control sources and levels
            • Control Source
            • Rule Levels
          • Access a rule or rule template
        • Creating Rules and Rules Templates
          • Create a Rule Template
          • Select CBS Codes or Summary Codes
          • Create a Project or Shell Rule
          • Create a Company Rule
        • Validating and Activating Rules
          • Validate a rule
          • Activate or Inactivate a rule
          • Manage Rules
      • Setting up a Generic Cost Manager
        • Setting Generic Cost Manager Permissions
        • Import Generic Cost Manager
        • Import Generic Cost Manager Attribute form
        • Creating a Cost Sheet Template for a Generic Manager
          • Create a Generic Cost Sheet template
          • Structure a Generic Cost Sheet template
        • Setting Generic Cost Sheet Template Permissions
        • Creating a Generic Cost Sheet
        • Setting up the Commitment Summary Template
          • Create a Commitment Summary Sheet Template
          • Create a Commitment Summary Sheet
          • Update a Commitment Summary Sheet from a template
    • Setting Up the Document Manager
      • Document and Folder Properties
      • Permissions
      • Categories
      • Importing Document Manager Attribute Forms
      • Setting Document Manager Administration and User Permissions
      • Working with Folder Structure Templates
      • Lock and unlock the first-level folder structure
      • Configuring Document Manager
        • Creating Document Manager Log Views in Admin Mode
    • Setting Up the Planning Manager
      • Importing a Planning Type
      • Granting Yourself Permissions
      • Creating a Default Structure for the Planning Sheet
        • Add a column based on a formula calculation
        • Add a column based on a database query
        • Create a planning column group
        • Edit Planning Sheet Properties
      • Configuring the planning type
      • Deleting a Planning Manager
      • Configuring Planning Manager Configuration Package
      • Granting planning setup permissions
      • Loading the Planning Manager
      • Granting User Permissions
      • Master Log - Planning Items for the Planning Manager
    • Setting Up the Portfolio Manager
      • Import a Portfolio
      • Grant Yourself Permissions
      • Create Period Structures
      • Configuring the Portfolio Manager
      • Configuring Portfolio Manager Configuration Package
      • Delete Columns From a Sheet
      • Grant User Permissions
      • Templates (Shell Attribute Form)
        • Shell
        • Cash Flow
    • Setting Up the Resource Manager
      • Set Up Resource Manager
      • Configuring Resource Manager at Company-level
      • Configuring Resource Manager Configuration Package
      • Creating Roles and Resources
        • Create a role
        • Add a billable rate to a role (Rates tab)
        • Add resources to a role (Resources tab)
        • Import roles
        • Create a resource
        • Add a role to a resource (Roles tab)
        • Add a skill set to a resource (Skills tab)
        • View and manage resource booking details (Calendar tab)
        • View resource project/Shell booking information (Projects/Shells tab)
        • Import resources
        • Update resource information by importing
      • Setting up the Resource Manager in Projects or Shells
        • Set up the Resource Manager in a project/shell
        • Set up the Resource Manager in a project or Shell template
        • About Resource Manager sheets
    • Setting Up the Schedule Manager
      • Additional Options for Setting Up the Schedule Manager
      • Importing an Activity Attribute Form
      • Create Schedule Sheet Templates
      • Deleting Schedule Sheets
      • Grant Schedule Manager and Custom Calendar Permissions to Users
      • Refresh Schedule Sheet Data
      • Updating Schedule Sheet Properties from Templates
        • What you can do with schedule sheet update:
        • Auto-Scheduling
      • Update Schedule Sheet Activities from Templates
        • What you can do with linked templates:
        • What you cannot do with linked templates:
        • Enable and Disable Schedule Sheet Linking
        • Link a Template to a Project or Shell Schedule Sheet
        • Update Linked Schedule Sheets from Project or Shell Templates
        • Unlink a Template From a Project or Shell Schedule
        • View Linked Schedule Sheets
        • Auto-Scheduling
      • Importing Schedule Files
        • Primavera considerations
        • Microsoft Project considerations
        • Define Data Mapping
        • Import CSV, XML, or MPP files to create or modify schedule sheet activities
          • CBS code options for Primavera XML and Microsoft Project XML
            • Primavera XML and Microsoft Project XML CBS Code interpretation
        • Updating User Information in Schedule Sheet Properties Using Bulk Processing
        • Creating Activity Sheet Templates
      • Scope Management Setup
        • Setting up Scope Management for Activities
      • About activity-level editing
        • Set up activity-level editing
    • Setting Up the Space Manager
      • About the uCAD Plug-In
      • Space Manager Prerequisites
      • Importing and Configuring Levels and Space Types
      • Configuring Levels and Space Types
        • Configuring a Level or Space Type
        • Configuring Fill Colors and Text for Space Types
      • Configuring Space Manager Configuration Package
      • Creating Level Sheet Templates
      • Creating a Stack Plan Template
      • Setting Permissions for the Space Manager
      • Query Tabs in Spaces
    • Setting Up the User-Defined Reports
      • Creating and Setting Up a UDR Template
        • UDR Data Types
        • Accessing UDR Templates
        • Creating a UDR Template
        • General tab (all reports)
        • Data Elements tab (tabular report)
        • Data Elements tab (cross tab report)
        • Data Elements tab (summary report)
        • Data Elements tab (alert report)
        • Data elements
        • Query tab (all reports)
        • Layout tab (all reports)
        • Layout tab (Page Setup setting)
        • Layout tab (Title Page, Header, Footer, Summary Page settings)
        • Layout tab (Cross Tab setting)
        • Layout tab (Group By setting)
        • Projects tab (program-level reports, all types)
        • Projects/Shells tab (program-level and company-level reports, all types)
        • Shells tab (shell-level reports, all types)
        • Permission tab (all reports)
        • Schedule tab (all reports)
        • Add and manage data elements (columns) to the report
        • Manage report column (data element) properties
        • Set auto range
        • Grant report edit or run permissions to other users
        • Define report queries (query condition)
        • Set up title page, header, footer and summary page
        • Schedule report runs
          • Report Run Times
        • Generate reports with incremental data between scheduled runs
        • Enable a report for web services integration
      • Access Control Permissions for UDRs
      • Creating User-Defined Project, Shell, Program, and Company Reports
        • Accessing User-Defined Reports (UDRs)
        • Create a UDR from a report template
        • Editing or Deleting User-Defined Reports
        • Importing User-Defined Reports into Project or Shell Templates
    • Managing Personal Information in Unifier
      • About Consent Notices (Administrator)
        • About Personal Information
        • Cookies in Unifier
      • Permission Control for Consent Notice
      • Your Responsibilities
        • Personal Data in Unifier
        • Configuring Consent Notices for Unifier
          • Configuring Consent Notices for User Signing In through Web
            • Auditing Consent Notices for Unifier Users Signing In through Web
          • Configuring Consent Notices for Bidders Signing In through Web
            • Auditing Consent Notices for Unifier Bidders Signing In through Web
    • Translating Custom Strings (Internationalization)
      • Internationalization Node Properties
      • Displaying Custom Strings and System Strings
        • Administration Mode
      • Assigning Permissions
      • Translating Methods
      • Internationalizing Unifier Environments
    • Unifier Mobile Application
    • Unifier and Other Oracle Applications
      • Unifier and Primavera Analytics
        • Analytics Node
        • Analytics Log Properties
        • Analytics Log (Business Process) Setup
        • Analytics Log (Cash Flow) Setup
        • Analytics Log (Cost Sheet) Setup
        • Analytics Log (Generic Cost Sheet) Setup
        • Analytics Log (P6 Summary Sheets)
        • Analytics Log (Shells)
        • Analytics Log (Space Manager)
          • Data Mapping - Space Types Tab
          • Data Mapping - Level Tab
        • Analytics Log (Vendors)
        • Scheduling Setup
        • Access Control Changes for Analytics Node in User Mode Access
        • Analytics Subject Areas and Unifier Data
        • Granting Permissions to Setup Analytics
        • Analytics and Dashboards
        • Accessing the Unifier Analytics Dashboard in OBI
        • Accessing Unifier from OBI server
        • Action Links (from OBI to Unifier)
        • Accessing Analytics from Unifier
        • Publishing Unifier Data to Analytics
        • Unifier Configurator and OBI Server for On-Premises
        • Analytics Block
        • Analytics Block and Shell Templates
      • Unifier and Primavera P6
        • P6 Data Sources node
        • P6 Activity Data
        • P6 Activity Picker Query Configuration
        • P6 Data and Cash Flow Templates
      • Unifier and Primavera Gateway
        • Unifier Objects and Gateway
        • Gateway Objects and Unifier Provider Objects
        • Gateway Node in Unifier
        • Business Objects Node in Unifier
          • Deploy to Gateway
          • History
          • Find
        • Configuring Permissions for Business Objects
        • Unifier Provider, Unifier, and Gateway
          • Project/Shell
            • Project/Shell Data Dictionary
            • Project/Shell Business Flow
            • Project/Shell Synchronization
            • Project/Shell End-to-End Solution
          • Business Processes
            • Business Processes Data Dictionary
              • Summary Payment Application (SPA) SOV type BPs
              • Unifier Provider BP Objects and Gateway Objects
            • Business Processes Business Flow
            • Business Processes Synchronization
            • Business Processes End-to-End Solution
          • Roles
            • Roles Data Dictionary
            • Roles Business Flow
            • Roles Business Flow (Destination App Parameters)
            • Roles Synchronization
            • Roles End-to-End Solution
          • Resources
            • Resources Data Dictionary
            • Resources Business Flow
            • Resources Synchronization
            • Resources End-to-end Solution
          • CBS Codes
  • Copyright