Getting Started with Administration Mode

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.

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.

In This Section

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



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Last Published Monday, October 4, 2021