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the Primavera Unifier Reference Guide

1. 130 UTC 04 00 Atlantic Time Canada America Halifax 131 UTC 04 30 Caracas America Caracas 132 UTC 04 00 Asuncion America Asuncion 133 UTC 04 00 Cuiaba America Cuiaba 134 UTC 04 00 Georgetown La Paz Manaus San Juan America La_Paz 135 UTC 04 00 Santiago America Santiago 140 UTC 03 30 Newfoundland America St_Johns 150 UTC 03 00 Brasilia America Sao_ Paulo 151 UTC 03 00 Buenos Aires America Buenos_ Air es 152 UTC 03 00 Cayenne Fortaleza America Cayenne 153 UTC 03 00 Greenland America Godthab 154 UTC 03 00 Montevideo America Montevideo 155 UTC 03 00 Salvador America Bahia 160 UTC 02 00 Coordinated Universal Time 02 Etc GMT 2 170 UTC 01 00 Azores Atlantic Azores 171 UTC 01 00 Cape Verde Is Atlantic Cape_Verde 180 UTC Dublin Edinburgh Lisbon London Europe London 181 UTC Dublin Europe Dublin 182 UTC Casablanca Africa Casablanca 183 UTC Coordinated Universal Time Etc GMT 184 UTC Monrovia Reykjavik Atlantic Reykjavik 200 UTC 01 00 Amsterdam Europe Amsterdam 201 UTC 01 00 Brussels Copenhagen Madrid Paris Europe Paris 202 UTC 01 00 Belgrade Bratislava Budapest Ljubljana Europe Budapest Prague 203 UTC 01 00 Amsterdam Berlin Bern Rome Europe Berlin Stockholm Vienna 204 UTC 01 00 Sarajevo Skopje Warsaw Zagreb Europe Warsaw 205 UTC 01 00 West Central Africa Africa Lagos 206 UTC 01 00 Windhoek Af
2. 227 Unifier Reference Guide Data Element uuu_Ise_ad d_pay_amt Information Data Definition Currency Amount Field Label Additional Payment Amount of Characters n a Where to Use it Lease Use This Element For Adding an additional amount to the lease payment Users can use this in cases such as when a lease amount increases by a percentage of gross sales Anything entered in this field will increase the value in the Payment Amount field of the auto created BP uuu_lIse_co mmenceme nt_date Data Definition Date Only Picker Field Label Lease Commencement Date of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying a start date for the lease that overrides the start date for a lease term When Unifier calculates the payment schedule for straight line rent it will use this date to calculate the start of the lease rather than the start date on the lease line item This field does not change the start date on the line item Unifier takes this commencement date field into consideration when it calculates the straight line payments after you click Save or Finish Editing on the business process form When you open the form in view mode you will see the commencement date adjustment reflected on the Payment Schedule you open from the Payment Schedule button on the toolbar Available for auto population and formulas uuu_lse_all ocation_na me Data De
3. 341 Unifier Reference Guide Cost Transactions WBS Use this Data Source To get these details Additional details BP Record Record No Reference Number Title Rate in Project Currency Due Date Rate in Base Currency Approval Date Status Send Date Business Process Type Line Item Short Description Effective Date Item No Amount Description Project Project Site Project Status Project Number Project Phase Project Name Project type WBS Datasource Type NA WBS Attribute WBS Segments Cost Type WBS Code Status WBS Item Description Summary WBS Cost Attribute Summary Level External Ref ID Display Order Owner Work Package Title Description Reference No Owner Creation Date Commit Summary WBS Base Commits WBS General Spends pending and approved pending and approved WBS Change Commits pending and approved Cost Project Shell Use this Data Source Project To get these details Project Site Project Number Project Name Additional details Project Status Project Phase Type 342 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details AFC Assigned Budget Project Costs Fixed Costs Funded Records Unfunded Records Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits WBS Attribute WBS Segments Status WBS Item Desc
4. 246 Data Elements Data Element Information uuu_proj_c Data Definition currency picker urrency Field Label Project Currency of Characters n a Where to Use it Project or Shell Creator business process of Simple type or Line Item type upper or detail form Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Overriding the default project or shell currency defined in the project or shell template with a substitute currency The currency must be defined in Standards amp Libraries gt Exchange Rates gt The currency code must be valid gt If the currency is not defined in the project or shell template and a valid currency code was used Unifier will add it to the template as a float rate and create the project or shell with this currency as the default project or shell currency gt The currency cannot be a future currency In a line item Project or Shell Creator BP you can use this field to auto populate from the upper form to the same field on the detail form You cannot reverse auto populate from detail form to upper form The field cannot have a formula or be reset uuu_proj_fa Data Definition SYS Medium NameSYS Medium Name Xx Field Label Fax of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Entering the project fax number You must include this element if you use the
5. Data Definition SYS Long Name Field Label User ID of Characters n a Where to Use it RFB business processes to send out bid invitations Use This Element For Entering vendor or bidder contact information This element accepts only email address as input 274 Data Elements Data Element uuu_user_ astname Information Data Definition SYS Medium Name Field Label Last Name of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the last name of a user or resource uuu_user_ oginname Data Definition SYS Medium Name Field Label Login User Name of Characters 64 Where to Use it User Administration form Use This Element For Entering the login name of a user uuu_user_ mobilephon e Data Definition SYS Medium Name Field Label Mobile Phone of Characters 64 Where to Use it User Administration form Use This Element For Entering the mobile phone number of a user uuu_user_n ame Data Definition SYS Medium Name Field Label Name of Characters n a Where to Use it User Administration form Use This Element For Predefined to be a concatenation of the First Name and Last Name Recommended to add this field to a hidden block in the User Detail form and the View Profile form and to only expose it in the User Picker and Find uuu_user_p ager Data Definition SYS Medium Name Field Label Pager of Characters 64 W
6. Data Element Information uuu_rec_ga Data Definition Decimal precision of 2 can be GT or LT zero uge_It Field Label Less Than of Characters n a Where to Use it Triggering a new record if the Meter reading is less than the given value as a part of formula source or in Validation rule and as a part of Dynamic Data Sets DDSes Use This Element For Triggering a new record if the Meter reading is less than the given value as a part of formula source or in Validation rule and as a part of Dynamic Data Sets DDSes uuu_rec_lea Data Definition Integer Amount d_time Field Label Lead Time of Characters n a Where to Use it This DE is required in PM Book s Time Detail form and can be added to PM Book Template s Time Detail form Use This Element For Capturing the number of days by which the new record generates in advance uuu_rec_m Data Definition Integer eter_type Field Label Meter Type of Characters n a Where to Use it Capturing the type of Meter that is being captured on the Asset form Can be used as a part of formula Source or in Validation rule Cannot be used in DDSes Available for AP and RAP Use This Element For Capturing the type of Meter that is being captured on the Asset form Can be used as a part of formula Source or in Validation rule Cannot be used in DDSes Available for AP and RAP uuu_rec_ne Data Definition Date Only Picker xt_due_date
7. Data Elements Data Element Information uuu_file_siz Data Definition Integer Amount e Field Label Size of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Displaying the size in bytes of a document Unifier automatically calculates this amount uuu_file_titl Data Definition SYS Short Description Text 250 e Field Label Title of Characters 250 Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering a title for a document rather than use the file name as the title uuu_file_ve Data Definition Integer Amount rsion Field Label Pub No of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Displaying the version number of a document Unifier automatically updates this number whenever the document is revised uuu_filtered Data Definition Filtered Group _groups Field Label Filtered Group of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Filtered group choice to enforce activity level editing permissions assigned by group Lists the filtered list of groups that have cell level permissions and restrictions on what they can edit on the sheet
8. Data Elements Data Element uuu_resc_a ssign_untp er_bl Information Data Definition Decimal Amount Field Label Baseline Units of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of units when user sets a baseline in Unifier Information in Units data element is copied into this data element Read only field uuu_resc_a ssign_uom Data Definition Unit of Measure Field Label UOM of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Selecting the unit of measure associated with the effort For example if the Resource Type is Manhours the unit of measure is hours uuu_resc_a ssign_uom_ bl Data Definition Unit of Measure Field Label Baseline UOM of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of the effort s unit of measure when the user sets a baseline in Unifier Information in the UOM data element is copied into this data element Read only field uuu_resc_c apacity Data Definition Integer Amount Field Label Default Resource Capacity of Characters n a Where to Use it Resource Attribute forms Use This Element For Entering the capacity hours available for work for the resource per day Use this element if resources normally work the same hours each day If you need t
9. Vendor Master A company level business process that maintains a master list of all vendors or suppliers that a company or project works with RFBs refer to this master list during the bid process The master vendor list can be filtered for specific projects to contain a sub set of the list 464 Data Dictionary Term Definition View Form The View form is the read only version of a business process form that appears when the recipient first opens the form The fields cannot be edited A view form may also be used when the designer does not want the user to be able to change the data on the form Business process forms can only be printed from a view form See also Action Form WBS Work Breakdown WBS codes are standard in the construction industry for Structure Code tracking project shell costs They are used in project management to break down a project into manageable pieces that can be more effectively estimated and monitored These codes describe a cost item on a cost sheet and are typically composed of segments that can precisely describe the cost item at one or multiple levels from a general level down to any number of specific levels Each segment of the code is a cost code data definition in uDesigner See also Cost Codes Workflow Workflows specify how a business process should proceed from start to finish They illustrate each step in the business process and govern the behavior of each st
10. Type Integer Size 0 Input Method Picker Use on Any business process form including those for mobile devices read only Description Picker for selecting planning items from a planning sheet This definition is fixed and cannot be used to create any other data element 64 Data Definitions Data Information Definition Project Type String Phase Size 64 Input Method Drop down list Use on gt Upper or detail forms of project shell level BPs gt Project Shell Creation BP Description You can create any number of data elements fields using this definition Fields using this definition can be used to enter the name of the project phase The data set for this field will be specified in Unifier and will be available under the project shell as a project phase field when users are defining a project in Unifier or when a project is auto created in Unifier using the Project Shell Creation BP Project Type Integer Picker Size 0 Input Method Picker Use on gt Upper or detail forms of project shell level BPs gt Detail form of Timesheet BPs Description Picker for selecting a project This definition is fixed and cannot be used to create any other data element Project Site Type String Size 3 Input Method Drop down list Use on Upper or detail forms of project shell level BPs Description You can create any number of data elements fields using this definition The data set for
11. Use this Data Source Company To get these details Company Additional details Short Name Project User Project Title Active Status Creation Date Project Project Name Project Number User User Login Work Phone Active Status Home Phone First Name Cell Phone Last Name FAX Email Address Pager Workflow Information Use this Data Source To get these details Actual Duration Additional details Company Short Name Company URL Contact URL Contact Email Record Title Allowed Duration e Setup Description Business Process Name Workflow Setup Name Due Date Start Date End Date Workflow Status Record Number Company Contact Email Notifications Company Creation Date Help URL Company Description Instructions Company Name Instructions elearning Company Label Registry Share with Wire URL 383 Unifier Reference Guide Use this Data Source Shell and Projects To get these details Administrator Construction Type Description Location Creation Date Name Number Organization Category Phase Project Std Construction Complete Project Std Design Complete Additional details Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Site Project Std Schedule Status Project Std Project Std Shell Type Status Top Level Shell Name Setup Date
12. 30 Data Definitions Data Information Definition Planning Type Integer Item Picker sjze 0 Input Method Picker Use on Any business process form including those for mobile devices read only Description Picker for selecting planning items from a planning sheet You can use this definition to create any number of data elements fields Shell Picker Type Integer Size 0 Input Method Picker Use on Planning Item Attribute forms including those for mobile devices Description Picker for selecting a shell in Unifier You can create any number of data elements fields using this definition SYS Date Type Date Datasource sjze 0 Input Method Picker Use on Planning Item Attribute forms including those for mobile devices Description Use this data definition to create data elements to gather date values from business processes Fields using this definition create the columns on Planning Sheets Creates read only fields not available for auto population or dynamic data sets 31 Unifier Reference Guide Data Information Definition SYS Date Type Date Logical Size 0 Datasource Input Method Picker Use on Planning Item Attribute Forms including those for mobile devices Description Use this definition to create fields for use in date add type formulas using integers or decimals to produce a new date You can also use this definition for a manual
13. Additional details Owner Publication Date Description Publication No Issue Date Reference Node Type Location Reference Status Locked By Revision No Name Size Node Status Title Node Type Uploaded By Linked BP Record Record No NA Markup Attachments Creator Company Revision Markup Create Date Status Creator Text Comment Phase Phase NA Owner Cell Phone Login ID Company Name Name Company Short Name Pager Creation Date Registry Email Role Fax Title First Name Welcome Email Home Phone Work Phone Last Name Permission Comment Group Name Copy Document Shortcut Modify Document Shortcut Copy Folder Modify Document Shortcut Create Document Shortcut Create Folder Delete Document Shortcut Delete Folder Download Document Permission Revise Document User Name View Document Shortcut View Folder 351 Unifier Reference Guide Use this Data Source Shell To get these details Construction Type Description Location Creation Date Name Number Organization Category Phase Status Project Std Construction Complete Project Std Construction Type Additional details Project Std Design Complete Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Site Project Std Schedule Status Project Std Setup Date Project Std Start Date Shell Type Top Level Shell Name Shell WBS Cost Su
14. Data Element description Information Data Definition SYS Description Text Field Label Description of Characters 250 Where to Use it Any business process Use This Element For Entering text information on a business process due_date Data Definition Date Picker Field Label Due Date of Characters n a Where to Use it Any business process with a workflow Use This Element For Entering date and time information on a business process User can select the value of this element at run time or Unifier can calculate the value based on the workflow duration specified in the business process setup Late task notification and indicators work based on this data element otherCompa nyID Data Definition Company Picker Field Label Company of Characters n a Where to Use it Upper or detail form of any company level or project level business process Note Do not use this picker on configurable manager attribute forms Use This Element For Viewing Partner Company information or Member Company information At the company level the picker will show partner companies At the project level the picker will show member companies record_no Data Definition Record Number Field Label Record Number of Characters 20 Where to Use it Any business process Schedule Activity Attribute Forms Use This Element For Viewing the number of a record Based on Record Number Data data definition Unifier
15. Unifier Reference Guide Use this Data Source Shell Funding Summary in Base Currency To get these details Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Additional details Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Shell Project Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA Shell WBS Cost Summary AFC Labor Costs in Base Currency Shell WBS Cost Summary in Default Currency Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy 382 Extracting Data for User Defined Reports Users Project Shell
16. gt Formulas gt Email notifications gt Unifier on mobile gt Data cubes gt Data views Use This Element For Use this element to compute the project currency rate based on the transaction currency and the current exchange rate The resulting field will be read only Unifier uses this exchange rate for computing project currency amounts For example a multinational company might create purchase orders in different currencies Euros US and Chilean Pesos The company has an approval matrix based on the Euro so the currency amount of each PO must be converted to Euros This element will reflect the locked exchange rate based on the selected transaction currency at the time the record is created and sent for a workflow BP or edited and completed non workflow BP for the first time 100 Data Elements Data Element Information ref_bpo Data Definition BP Picker Field Label Reference BPO of Characters n a Where to Use it Upper form of a commit or change commit type of business process to refer to a commit at the company level or a blanket purchase order Use only on a project level business process Note Do not use this picker on configurable manager attribute forms Use This Element For Referencing a Commit at Company Level or Blanker PO business process A business process can have only one data element of this type Picker works in conjunction with the reference process created as
17. uuu_resc_p roficiency Data Definition SYS Resource Proficiency Field Label Proficiency of Characters n a Where to Use it gt Resource Attribute form gt Skill tab while defining a resource in Unifier Use This Element For Specifying a user s skill proficiency on a 1 to 10 scale 1 being minimum proficiency 10 being maximum uuu_resc_s kill Data Definition SYS Resource Skill Field Label Skill Name of Characters n a Where to Use it gt Resource Attribute form gt Skill tab while defining a resource in Unifier Use This Element For Specifying a user s job skills uuu_resc_s tatus Data Definition SYS Resource Status Field Label Resource Status of Characters n a Where to Use it Resource Attribute forms Use This Element For Viewing or entering the status active or inactive of a resource 264 Data Elements Data Element Information uuu_resc _t Data Definition Decimal Amount ot_reg_hour Field Label Total Regular Hours of Characters n a Where to Use it Time Sheet business processes Use This Element For Entering the total number of regular non overtime hours on a Time Sheet BP for the reporting period uuu_resc_t Data Definition Decimal Amount ot_amount Field Label Total Amount of Characters n a Where to Use it Time Sheet business processes Use This Element For Entering the total dollar amount earned for the hours reported on a T
18. 138 Data Elements Data Element Information uuu_lse_sl_ Data Definition Currency Amount adjustment Field Label Straight Line Rent Amount Adjustment of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying a currency amount adjustment to the lease that is added or subtracted from the lease amount You can use negative amounts in the calculation When Unifier calculates the payment schedule for straight line rent it will use this amount adjustment plus or minus to calculate the amount of the lease along with the currency amount on the lease line item This field does not change the amount on the line item Unifier takes this adjustment amount into consideration when it calculates the straight line payments after you click Save or Finish Editing on the business process form When you open the form in view mode you will see the currency amount adjustment reflected on the Payment Schedule you open from the Payment Schedule button on the toolbar Available for auto population and formulas uuu_lse_sl_ Data Definition Currency Amount rent Field Label Straight Line Rent Amount of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Displaying the straight line rent amount on the upper form of a lease This is a read only field that will be updated dynamically whenever a user changes a line item or other amount that affects the rent amount
19. Additional details Records Funded at WBS Level Records Funded at Project Level Project Funding Manual Funding by WBS Company Company Contact Email Notifications Company Creation Date Help URL Company Description Instructions Company Name Label Company Short Name Registry Company URL Share with Wire Contact Email URL Company Company Account Codes NA Accounts Summary in Base Assets Currency Projects Resource Actuals Company Funding Sheet WBS Funding Manual Funding by Project Project Funds Company Funds Company Funding Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Level Records Funded at WBS Level Transient Records Funded at Commitment Level Transient Records Funded at Project Level Transient Records Funded at WBS Level Fund Description WBS Funding Funding Fund Category Fund Long Description Fund Code Fund Name 356 Extracting Data for User Defined Reports Use this Data Source Funding Sheet To get these details Manual Funding by Project Additional details Records Funded at WBS Manual Funding by WBS evel Project Funding WBS Funding Records Funded at Project Funds level Shell Projects Std Custom Project Type NA Shell Funding Summary in Ba
20. Construction Type Description Location Creation Date Name Number Organization Category Phase Project Std Construction Complete Project Std Construction Type Project Std Design Complete Company Company Contact Email Notifications Company Creation Date Help URL Company Description Instructions Company Name Label Company Short Name Registry Company URL Share with Wire Contact Email URL eLearning Shell Administrator Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Site Project Std Schedule Status Project Std Setup Date Project Std Start Date Shell Type Status Top Level Shell Name Sub workflow Sub workflow Allowed Duration Sub workflow Description Sub workflow Due Date Sub workflow Name Sub workflow Start Date 325 Unifier Reference Guide Use this Data Source To get these details Additional details Task Assignee Cell Phone Login ID Company Name Name Company Short Name Pager Creation Date Registry Email Role Fax Title First Name Welcome Email Home Phone Work Phone Last Name Company Company Account Codes Projects Accounts Summary in Base Currency Assets Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding
21. Data Definition Asset Picker picker Field Label Asset Picker of Characters n a Where to Use it Detail forms of Commit at Company Level type business processes of sub type Line Item with Asset Code Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting an asset for a project The assets listed will be filtered to include only those assets that are at a specific status or statuses 202 Data Elements Data Element Information uuu_asset_ Data Definition Currency Amount salvage_val Field Label Asset Salvage Value aa of Characters 50 Where to Use it Asset classes Use This Element For Entering the salvage value of an asset This will be used to calculate depreciation uuu_au_set Data Definition SYS String up_picker Field Label Auto update Status Setup of Characters n a Where to Use it gt Shell detail form gt Project details Use This Element For Specifying an automatic status update setup under the Company Workspace These setups are defined by the administrator 203 Unifier Reference Guide Data Element uuu_auto_u pdate_activi ty Information Data Definition SYS Checkbox Field Label Auto Update Activity Data of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Turning on off the auto updating of actual start and finish dates for an activity that is part
22. Field Label Next Due Date of Characters n a Where to Use it gt It is required in PM Book s Time detail form and can be used in PM Book Template s Time detail form gt Do not use this Data Element as a part of formula source or destination in Dynamic Data Sets DDSes and for creating Validation rules Use This Element For Capturing the next due date as per the time frequency as captured on the recurrence pattern on the given schedule line item 253 Unifier Reference Guide Data Element uuu_rec_ne xt_trgr_date Information Data Definition Date Only Picker Field Label Next Trigger Date of Characters n a Where to Use it gt It is required in PM Book s Time detail form and can be used in PM Book Template s Time detail form gt Cannot be used in Dynamic Data Sets DDSes for creating Validation rules and Linked Elements Use This Element For This DE captures the estimated date when a recurring BP Creator will trigger next uuu_rec_pr Data Definition Date Only Picker ev_trgr_dat Field Label Previous Trigger Date gt of Characters n a Where to Use it gt Itis required in PM Book s Time Detail form and Meter detail form of both the Subtypes Continuous and Gauge gt Itcan also be placed in PM Book Template s Time detail form and meter detail form of both the subtypes Continuous and Gauge Use This Element For System populates this DE as the date when the BP Creator gets t
23. Records Funded Across All Funds Records Funded By Discrete Funds Company Company Contact Email Notifications Company Creation Date Help URL Company Description Instructions Company Name Label Company Short Name Registry Company URL Share with Wire Contact Email URL eLearning Shell Administrator Project Std Notes Construction Type Project Std Planned Creation Date Completion Date Description Project Std Revised Location Completion Date Creation Date Project Std Site Name Project Std Schedule Number Status Organization Category Project Std Setup Date Phase Project Std Site Project Std Construction Project Std Start Date Complete Project Shell email id Project Std Design Shell Type Complete Status Top Level Shell Name Company Company Account Codes Projects Accounts Summary in Base Currency Assets Resource Actuals 332 Extracting Data for User Defined Reports Use this Data Source Company Company Funding Summary in Base Currency To get these details Commitment Funding Company Funds Company Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Additional details Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level
24. Resource Manager Resources Use this Data Source To get these details Additional details Resources Address Resource Created Date City Resource Last Modified Country Resource Timezone Default Role Resource Capacity Description Resource Code Email Resource Name Fax Resource Status First Name State Home Phone Time Zone Last Name Title Mobile Phone Work Phone Pager Zip code Calendar Calendar Date Project Name Earliest Booking Date Project Number Hours Reason Latest Booking Date Type Roles Currency Name Role Last Modified Description Role Name Role Created Date Role Status Skills Interest Skill Name Proficiency Resource Manager Roles Use this Data Source To get these details Additional details Last Modified Roles Currency Name Role Last Modified Description Role Name Role Created Date Role Status Rates Effective Date Overtime Rate Role Rate 372 Use this Data Source Resources To get these details Address City Country Default Role Description Email Fax First Name Home Phone Last Name Mobile Phone Pager Additional details Resource Created Date Resource Last Modified Resource Timezone Resource Capacity Resource Code Resource Name Resource Status State Time Zone Title Work Phone Zip code Resource Manager Sheets Use this Data Source To get these details Additional details Sheets Cost in
25. Unifier Reference Guide Data Element uuu_user_fir Information Data Definition SYS Medium Name stname Field Label First Name of Characters 64 Where to Use it User Administration form Use This Element For Entering the first name of a user uuu_user_h Data Definition SYS Medium Name omephone Field Label Home Phone of Characters 64 Where to Use it User Administration form Use This Element For Entering the phone number of a user uuu_user_la stname Data Definition SYS Medium Name Field Label Last Name of Characters 64 Where to Use it User Administration form Use This Element For Entering the last name of a user uuu_user_lo ginname Data Definition SYS Medium Name Field Label Login User Name of Characters 64 Where to Use it User Administration form Use This Element For Entering the login name of a user uuu_user_m Data Definition SYS Medium Name obilephone Field Label Mobile Phone of Characters 64 Where to Use it User Administration form Use This Element For Entering the mobile phone number of a user uuu_user_n Data Definition SYS Medium Name ame Field Label Name of Characters n a Where to Use it User Administration form Use This Element For Predefined to be a concatenation of the First Name and Last Name Recommended to add this field to a hidden block in the User Detail form and the View Profile form and to only expose it
26. Unifier Reference Guide Cost Manager Use the following data definitions for creating the forms and the business processes for the Cost Manager Cost Attribute Forms Data Information Definition Cost Type String Attribute Size 64 Input Method Drop down list Use on Cost Attribute forms Description Unifier defines a default data element with this definition and only one is allowed per company The data set for this definition can be specified in Unifier Cost Item Type String Type Size 25 Input Method Drop down list Use on Cost Attribute forms Description Unifier defines a default data element with this definition and only one is allowed per company The data set for this definition can be specified in Unifier Fund Attribute Forms Data Information Definition Funding Type String Category Size 100 Input Method Drop down list Use on Fund Attribute forms Description You can create any number of data elements fields using this definition Fields using this definition are usually used for defining funds The data set for this definition will be specified in Unifier 14 Data Definitions Cost Business Processes Data Information Definition Account Type Integer Code Picker sjze 0 Input Method Picker Use on Detail forms of company level cost BPs of sub type Line Items with Company Account Code including forms for mobile devices Descrip
27. Use This Element For Viewing Partner Company information or Member Company information At the company level the picker will show partner companies At the project level the picker will show member companies record_no_ Data Definition Record Number Field Label Record Number of Characters 20 Where to Use it Any business process Schedule Activity Attribute Forms Use This Element For Viewing the number of a record Based on Record Number Data data definition Unifier will assign a record number or identifier based on configuration in Unifier to this element This element can also be a hyperlink that opens a BP record created by an activity that is part of a scope management function 189 Unifier Reference Guide Data Element Information ref_bpo Data Definition BP Picker Field Label Reference BPO of Characters n a Where to Use it Upper form of a commit or change commit type of business process to refer to a commit at the company level or a blanket purchase order Use only on a project level business process Note Do not use this picker on configurable manager attribute forms Use This Element For Referencing a Commit at Company Level or Blanker PO business process A business process can have only one data element of this type Picker works in conjunction with the reference process created as part of a business process definition in uDesigner ref_bpo_lin Dat
28. Use on gt Upper or detail forms of project shell level BPs gt Detail form of Timesheet BPs Description Picker for selecting a project This definition is fixed and cannot be used to create any other data element 22 Data Definitions Data Information Definition Project Site Type String Size 3 Input Method Drop down list Use on Upper or detail forms of project shell level BPs Description You can create any number of data elements fields using this definition The data set for this field will be specified in Unifier and will be available under the project shell Project Type Type String Size 5 Input Method Drop down list Use on Upper or detail forms of project shell level BPs Description You can create any number of data elements fields using this definition The data set for this field will be specified in Unifier and will be available under the project shell as a project type field when you are defining a project in Unifier Record Type String Number Size 20 Data Input Method Text box Use on Upper forms Description You can create any number of data elements fields using this definition Unifier provides a default field based on this definition and will assign a record number based on the configuration in Unifier Shell Picker Type Integer Size 0 Input Method Picker Use on gt Upper or detail form of any business process including those fo
29. View View the Unpublished Documents node and the list of documents Portfolio Manager portfolio name This setting Allows users to Full Access with approve access Share approve and re approve a portfolio plan Create Create portfolio plans and sheets as well as edit the plans and sheets View View the Portfolio log and open any portfolio 317 Unifier Reference Guide This setting Edit Allows users to Modify existing portfolios and scenario sheets Resource Manager Resource Dashboard This setting View Allows users to View the dashboard Resource Manager Resources This setting View Allows users to View resources Resource Manager Resource Sheets This setting View Allows users to View resource sheets Schedule Manager Sheets This setting Allows users to Full Access gt Create a schedule sheet gt Import Schedules Create n a View View the schedule sheet View All Sheets View all schedule sheets in the log Space Manager Levels Sheet This setting Allows users to Create Create a sheet for a level Modify Modify level sheets 318 Permission Settings This setting Allows users to View View level sheets Space Manager Levels and Spaces by name This setting Allows users to Create gt Create a level or space
30. of Characters 120 Where to Use it Generic Cost Manager Attribute Form Use This Element For Assigning a name to a cost code for a Generic Cost Manager uuu_cm0_st Data Definition SYS Cost Status atus Field Label Status of Characters 20 Where to Use it Generic Cost Manager Attribute Form Use This Element For Specifying the status active or inactive of a cost code for a Generic Cost Manager uuu_effectiv Data Definition Date Picker e_date Field Label Effective Date of Characters n a Where to Use it Detail forms of Generic Cost Manager business process of types gt Base Commit gt Change Commit gt Spends Use This Element For Selecting an effective date for a line item ona cost BP This element is useful when the user wants to generate a cash flow curve based on the business process record and line items The line items and the costs associated with them will be placed in the appropriate time period based on the date picked with this element 119 Unifier Reference Guide Data Element Information ref_bpo Data Definition BP Picker Field Label Reference BPO of Characters n a Where to Use it Upper form of a Generic Cost Manager Commit or Change Commit type of business process to refer to a commit at the company level or a blanket purchase order Use only on a project level business process Note Do not use this picker on configurable manager attribute forms Use
31. size 32 Text 32 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 32 characters at runtime SYS Short Type String Name Size 8 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 8 characters at runtime Unit of Type String Measure Size 25 Input Method Drop down list Use on Any form Description You can create any number of data elements fields using this definition The data set for this field will be specified in Unifier 27 Unifier Reference Guide Data Information Definition User Data Type Integer Picker Size 0 Input Method Picker Use on gt Both upper and detail forms of business processes at the company and project shell level including all non standard tabs gt Code and record based configurable manager attribute forms Description Picker for selecting a user and connecting to the user s attribute form Works with the User Attribute form to auto populate and reverse auto populate other forms Differs from the User Picker because it can itself be auto populated and reverse auto populated This data picker does not use an advanced log navigation Instead the log for this user data picker uses the p
32. users will be able to access the SOV directly from the base commit BP form On base commit BPs linked to a general spends SOV a terminal status is not necessary for updates it is necessary however on a base commit linked to a payment application BP A terminal status on a commit or spends BP can automate project fund consumption or appropriation It can also create an SOV sheet If you use this feature users will be able to access the SOV directly from the commit or spends BP form Once a cost BP reaches a terminal status users can directly view funding transaction details from the cost BP Once a Payment Applications BP reaches terminal status users can directly accept line item history from the BP record A terminal status on a resource booking BP can assign hard book a resource and update the booking sheet On timesheet BPs a terminal status can roll up time and monies to the master timesheet as well as the project cost sheet Text Type BP A business process that is typically a text comment in the lower portion of the form Examples of text BPs include RFls Request for Information and action items which track issue resolution Text BPs can be used for any text based collaboration or discussion Tracking Gantt A tracking Gantt chart compares dates on activities 463 Unifier Reference Guide Term Transient Record Definition A record that has not yet completed the workflow used specific
33. uuu_resc_s un_capacity Information Data Definition Integer Amount Field Label day Capacity Hrs of Characters n a Where to Use it Resource Attribute forms Use This Element For Entering the number of hours a resource can work on that day Use these elements if resources work differing hours on each day Resource capacity affects the resource s availability for booking These elements together are used to calculate the weekly hours that a resource is available With these values Unifier will calculate and display the resource s available hours on the Availability sheet Note If you implement resource capacity calculating you must place all seven of these elements on the attribute form uuu_resc_n ame Data Definition SYS Short Description Text 120 Field Label Resource Name of Characters 120 Where to Use it Resource Attribute forms Use This Element For Entering the name of the person on whom to report time uuu_resc_n on_project_t ime Data Definition SYS Resc Work Type Field Label Non Project Time of Characters Where to Use it Resource Attribute forms Use This Element For Booking non project time manually on a Booking Summary Sheet uuu_resc_n wd_type Data Definition SYS Resc Calendar NW Day Type Field Label Non Working Day Type of Characters n a Where to Use it Time Sheet business processes Use This Element For Specifying the type of non working day suc
34. vendor master at the company level Use This Element For Entering a vendor or bidder company name as part of a business process ex Vendor Master RFB business processes will display values under this data element during the bid invitation process 209 Unifier Reference Guide Data Element uuu_contac t_first_nam e Information Data Definition SYS Medium Name Field Label Contact First Name of Characters 64 Where to Use it RFB business process form that is flagged as the vendor master at the company level Use This Element For Entering the vendor or bidder contact s first name as part of a business process ex Vendor Master The RFB business process will display values under this data element during the bid invitation process uuu_contac t_last_name Data Definition SYS Medium Name Field Label Contact Last Name of Characters 64 Where to Use it RFB business process form that is flagged as the vendor master at the company level Use This Element For Entering the vendor or bidder contact s last name as part of a business process ex Vendor Master The RFB business process will display values under this data element during the bid invitation process uuu_cost_c ode Data Definition WBS Code Picker Field Label WBS Code of Characters 32 Where to Use it Cost Manager attribute form Use This Element For Selecting a WBS code that has been defined ona Project Co
35. 10 and uuu_total_cost_baseline 1 10 You must include all of these elements on the form for the baseline function to work correctly As the designer you can assign a name to the baseline for example Baseline Electrical uuu_tag Data Definition Schedule Default Tag Field Label Tag of Characters 20 Where to Use it Use This Element For Connecting schedule sheet activities with business processes shells spaces in the Space Manager and configurable manager objects When this element is connected from the sheet to the business process etc users can view key activity dates such as milestones on forms without having to open the schedule sheet This element creates a Tags column on the schedule sheet In this column on an activity row of the schedule users must select the linked element from the business process shell space or configurable manager that will display activity dates on the form 173 Unifier Reference Guide Data Element Information uuu_total_c Data Definition Currency Amount ost Field Label Total Cost of Characters n a Where to Use it Schedule Activity attribute forms Use This Element For Entering or calculating the total cost of an activity This data element can be calculated by specifying a formula for the field Labor Cost Non Labor Cost Fixed Cost uuu_total_c Data Definition Currency Amount ost_baseline Field Label Currency Amount 1 10 of C
36. 128 Input Method Drop down list Use on gt Folder Attribute forms gt Document Attribute forms Description Use this data definition to create a category for folders or documents The data set for this field will be specified in Unifier Global Data Definitions Use the following data definitions for creating most forms 17 Unifier Reference Guide Data Definition BP Creator Information Type Integer Size 0 Input Method Creator Use on Upper or detail form of any business process including forms for mobile devices You cannot use a BP Creator element to create the following types of BPs gt Single record gt Payment Application gt Change Commit gt General Spends gt Commit at Company Level Description Use this definition to create data elements that will automatically create a new business process based on a condition such as a dollar amount or a time frequency such as daily or weekly You can use multiple BP creators on a single BP to create different types of BPs When the BP reaches the condition or frequency trigger in the workflow the BP creator element on the form will automatically create a new business process For example you could create a data element using this definition called Work Order Creator that would generate work orders for your company s assets at periodic intervals depending on the service needs of the asset Note Data elements built on the BP Cre
37. Allows each activity to be assigned a group Can be marked required and editable Cannot be added to a hidden block Cannot be auto populated or reverse auto populated 219 Unifier Reference Guide Data Element uuu_finish Information Data Definition Date Picker Field Label Finish Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering an activity s finish date uuu_finish_ baseline Data Definition Date Picker Field Label Baseline Finish of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Display the baseline finish date of a project ona schedule sheet This is one element of a set that includes uuu_start_baseline uuu_duration_baseline and uuu_total_cost_baseline You must include all of these elements on the form for the baseline function to work correctly uuu_finish_ baseline 1 10 Data Definition Date Picker Field Label Baseline 1 10 Start of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Displaying the baseline finish date of a project phase on a schedule sheet This is one element of a set that includes uuu_start_baseline 1 10 and uuu_duration_baseline 1 10 You mu
38. Data Definition Decimal Amount ssign_untpe Field Label Units of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the percentage of effort This field is required when a hard booked resource is added For non hard booked resources this field defaults to 100 but it is editable uuu_resc_a_ Data Definition Decimal Amount ssign_untpe Field Label Baseline Units Ibl of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of units when user sets a baseline in Unifier Information in Units data element is copied into this data element Read only field uuu_resc_a Data Definition Unit of Measure ssign_uom Field Label UOM of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Selecting the unit of measure associated with the effort For example if the Resource Type is Manhours the unit of measure is hours 170 Data Elements Data Element Information uuu_resc_a_ Data Definition Unit of Measure ssign_uom_ Field Label Baseline UOM pI of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of the effort s unit of measure when the user sets a baseline in Unifier Information in the UOM data element is copied into this data element Read only fie
39. Information Data Definition SYS Medium Name Field Label Address 1 of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the street address of the project You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_ad dress 2 Data Definition SYS Medium Name Field Label Address 2 of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering address information for the project You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_ad dress 3 Data Definition SYS Medium Name Field Label Address 3 of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering additional address information for the project You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_cit y Data Definition SYS Medium Name Field
40. Input Method Picker Use on Detail forms of Cost BPs and Line Item BPs including any detail form for a tab on multiple tab BPs of these types Also available for these forms on mobile devices Description Picker for selecting a code or record from a configurable manager The code picker is created automatically when the manager is created The picker auto populates elements from the manager record onto BP forms Unifier populates this picker with codes that were created with the configurable manager s attribute form 10 Data Definitions Data Information Definition Data Picker Type Integer Size 0 Input Method Picker Use on Upper or detail forms of any business process Detail form of a code and record based configurable manager Detail attribute form for a shell Detail attribute form for a space in the Space Manager Line items Data pickers are not available gt As a master element in a dynamic data set gt As a value for a dynamic data set gt In validation rules Description Picker for selecting a record gt From a master business process log gt From a class in a configurable manager that operates across shells gt From a type of space in the Space Manager gt For BP auto creation across shells You can create any number of data elements from this definition Data pickers help prevent users from inadvertently choosing the wrong record from a picker list by filtering the cont
41. Level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Company User Information Use this Data Source Company User Information To get these details Company Name Date Format Email Fax First Name Home Phone Last Name Login User Name Additional details Mobile Phone Name Pager Proxy Name Status Time Zone Title Work Phone Company Company Contact Company Name Company Description Company Short Name DUNS Group Description NA Group Name Manager 340 Extracting Data for User Defined Reports Use this Data Source User Preference To get these details Default Login View Email Subscription File Transfer Option Viewer Option Additional details NA Cost Sheet WBS Use this Data Source To get these details Additional details Project Project Site Project Status Project Number Project Phase Project Name Type WBS Attribute WBS Segments Cost Type WBS Code Status WBS Item Description Summary WBS Cost Attribute Summary Level External Ref ID Display Order Owner WBE Segments WBS Cost Project Costs Yet To Buy BP Status Fixed Cost AFC Labor Cost Assigned Budget Non Labor Cost Funded Records Resource Actuals Unfunded Records Transient Funded Records Prior Forecasts Work Package Title Description Reference No Owner Creation Date
42. Line Item Funding Source Fund Category Fund Long Description Fund Code Fund Name Fund Description Line Item WBS Code Cost Attribute Owner Cost type Status Description Summary Level Display Order Summary WBS External Ref ID WBS Code WBS Item 347 Unifier Reference Guide Use this Data Source Shell To get these details Administrator Construction Type Description Location Creation Date Name Number Organization Category Phase Status Project Std Complete Project Std Complete Construction Design YS eS Hwa Additional details Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Site Project Std Schedule Status Project Std Setup Date Project Std Start Date Project Shell Mailbox email id Shell Type Status Top Level Shell Name Cost Transactions MC WBS con t Use this Data Source Shell WBS Cost Summary in Base Currency Shell WBS Cost Summary in Default Currency To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additional details Labor Costs Non Labor Costs Prior Forec
43. Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Level Records Funded at WBS Level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding 354 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Document Attribute Complete Owner Creation Date Publication Date Description Publication No Issue Date Reference Node Type Location Reference Status Locked By Revision No Name Size Node Status Title Node Type Uploaded By Linked BP Record Record No NA Owner Cell Phone Login ID Company Name Name Company Short Name Pager Creation Date Registry Email Role Fax Title First Name Welcome Email Home Phone Work Phone Last Name Permission Comment Group Name Copy Document Shortcut Modify document Shortcut Copy Folder Modify Document Shortcut Create Document Shortcut Permission Create Folder Revise document Delete Document Shortcut User Name Delete Folder View document Shortcut Download Document View Folder Revision File Name Publication No File Size Reference Status Issue Date Revision by Owner Revision No Publication Date Title Revision Linked BP Record Record No NA 355 Unifier Reference Guide Use this Data Source To get these details
44. Slovakia Koruna SKK Slovenia Tolar SIT Solomon Islands Dollar SBD Som KGS Somalia Shilling SOS 390 v v YV YV YV YV YV YV YV YV vYVvYVvYVvYvVvV vV vv vvv vvv vvv vV vV vvv vV vV vV v vV South Africa Rand ZAR South Korea Won KRW South Sudanese pound SSP Sri Lanka Rupee LKR Sudanese Dinar SDG Suriname Dollar SRD Swaziland Lilangeni SZL Sweden Krona SEK Switzerland Franc CHF Syria Pound SYP Taiwan New Dollar TWD Tajikistan Somoni TJS Taka BDT Tala WST Tanzania Shilling TZS Thailand Baht THB Transnistria Moldova Leu MDL Trinidad and Tobago Dollar TTD Tunisia Dinar TND Turkmenistan Manat TMM Tuvalu Dollar TVD Uganda Shilling UGX Ukraine Hryvna UAH United States Dollar USD Uruguay Peso UYU Uzbekistan Som UZS Vatican City Lira obsolete VAL Vatu VUV Venezuela Bolivar Fuerte VEF Vietnam Dong VND Western African Franc CFA Yemen Rial YER Yen JPY Yugoslavia New Dinar YUM Zambia Kwacha ZMK Zambia New Kwacha ZMW Zimbabwe Dollar ZWD Import Codes 391 Unifier Reference Guide Time Zone When importing user records you must enter a starting time zone that Unifier can use for time stamps You may wish to enter the code corresponding to the company office where the user is located Time zone is a user preference setting that the user can change later if necessary The time zone can also be set in a user preference template
45. The formula is based on calculations that are assigned to the field by selecting from a list of available numeric data elements Overage Used in the License Manager The License Manager can allow for an overage a certain number of users that are over the limit as determined by the terms of the license agreement Partner Member Consultants contractors and vendors that have been Companies invited to participate in a project by the sponsor company allows project users to collaborate on and coordinate the execution of a project Payment Applications Payment applications are a sub type of cost type BPs They are used for scheduling payments against construction contracts Transactions on this type of BP roll up to the Cost Manager 452 Data Dictionary Term Definition Percentage of Work A percentage value that indicates the current status of a Complete task resource or assignment expressed as the percentage of work that has been completed It is between 0 when no work has been performed on the task and 100 when all the work has been completed on the task Using this value you can compare planned work to actual completed work Planning Item Initiatives projects plans or proposals that a company is planning to start These are not yet real projects in Unifier however the planning phases can be managed as business processes in Unifier Planning Manager The Planning Manager is
46. To get these details Company Name Company Contact Additional details Company Short Name Active Status Creation Date Project Group Group Name Creation Date Description Project User Project Title Active Status Project Project Site Project Status Project Number Project Phase Project Name Type User Login ID Pager First Name Role Last Name Welcome Email Email Title Work Phone Creation Date Home Phone Active Status Fax User Name Cell Phone Partner User Information Use this Data Source Partner User Information To get these details Company Name Date Format Email Fax First Name Home Phone Last Name Login User Name Additional details Mobile Phone Name Pager Proxy Name Status Time Zone Title Work Phone Partner Company Contact Company Description Company Name Company Short Name DUNS 362 Extracting Data for User Defined Reports Use this Data Source Group To get these details Description Group Name Additional details Manager User Preference Default Login View Email Subscription File Transfer Option Viewer Option Planning Manager Items Project Shell Use this Data Source To get these details Additional details Planning Manager for Creator Record Last Update Date Project Shell Due Date Record Number End Date Status Planning Item Title Project Picker Creator Cell Phone Login ID
47. mode and requires the user to enter at least one search criteria such as aname or a skill to narrow the field of names to choose from For timesheet BPs users will use this picker to select the personnel to report time on At runtime in Unifier the picker will default to read only mode and show the current user s name as Unifier assumes the user will be reporting his or her own time However depending on permissions the picker can be editable in order to allow others such as project managers to complete time sheets on behalf of other workers This picker is populated by the resource records that were created with the Resource attribute form Note Do not use this picker on configurable manager attribute forms 418 Role Picker Data Element Name uuu_role_picker Information Label that will Appear on the Form Role Picker Available for Forms on Mobile Device Yes What it Does Use this picker ona timesheet or booking BP or for Resource Allocation Sheets It allows the user to choose the role to report on or assign When you use this picker on a timesheet BP at the project level it will filter out those roles that have already been booked for other projects This picker is populated by the role records that were created with the Role attribute form Note Do not use this picker on configurable manager attribute forms Shell Picker Pickers In addition to the picker listed h
48. navigation_ Field Label Navigation Code code of Characters 250 Where to Use it Detail form of a Code and Record Based manager Use This Element For Entering a code navigation code to build a tree format for items within a class This tree appears as an extra column in the log This data element can be built using one or more segments by using a string formula designed in uDesigner Each segment can be a data element that is placed on the detail form of a class Data elements that form the navigation code segments are not required and can be empty at runtime in Unifier uuu_bidder Data Definition Integer Amount s_count Field Label Bidders Count of Characters 10 Where to Use it RFB business processes Use This Element For Viewing the number of bidders who were invited uuu_commii Data Definition SYS Short Description Text 120 oe Field Label Breakdown of Characters 120 Where to Use it Detail form of a Payment Applications business process Use This Element For Viewing the breakdown name that was defined in the Schedule of Values sheet for a line item WBS Code 208 Data Elements Data Element uuu_commi t_short_des c Information Data Definition SYS Short Description Text Field Label Commit Short Description of Characters 120 Where to Use it Detail form of a Payment Applications business process Use This Element For Viewing description information that was entered on Base Commit and C
49. of Characters 120 Where to Use it Cost Attribute forms Use This Element For Entering description information about a WBS or cost code uuu_cost_o Data Definition User Picker wner Field Label Owner of Characters n a Where to Use it Cost Attribute forms Use This Element For Specifying the owner of a cost code and displaying the owner s user information At runtime this element shows a list of project users 211 Unifier Reference Guide Data Element uuu_cost_s tatus Information Data Definition SYS Cost Status Field Label Status of Characters 50 Where to Use it Cost Attribute forms Use This Element For Entering the status of a WBS code active inactive uuu_creatio n_date Data Definition SYS Date Picker Field Label Creation Date of Characters n a Where to Use it Any business process Use This Element For Viewing the date a business process record was created Unifier automatically populates this element uuu_default _Shell_pick er Data Definition Shell Picker Field Label Shell Picker of Characters n a Where to Use it gt Upper form of any business process gt Asset class gt Planning item Do not use the Shell Picker on the following forms it will produce an error at runtime gt Schedule Activity attribute form gt Generic Cost Manager attribute form gt Any configurable manager attribute form Use This Element For Selecting a shell in
50. of Characters n a Where to Use it gt Shell attribute form Use This Element For Unifier Shell instances that are required to be integrated with P6 WBS Single or Multiple type Shells Notes gt Not required for Shell attribute forms that are not integrated with P6 gt This element is Read only when used on a Shell attribute form of a WBS Single or Multiple Instance gt The value for this element originates from P6 and User cannot update the value via CSV or WebServices uuu_locatio Data Definition Location Picker n Field Label Location of Characters n a Where to Use it Shell detail form cannot be used on an anchor shell a single instance shell Note Do not use this picker on configurable manager attribute forms Use This Element For Specifying the hierarchy between shells From this picker the user picks the parent shell under which a sub shell should be created This element will display the complete path location of the shell uuu_proj_te Data Definition Project Template Picker mplate_pick Field Label Project Templates es of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Choosing a template for an auto created project You must include this element if you use the uuu_project_creator element although it does not need to be on the same form 175 Unifier Reference Guide Data Element uuu_proj_ad dress 1
51. users Can organize business information in one place to make managing it easy A shell can include the functions and features necessary to manage the information in that shell such as a Schedule Manager a Document Manager and a Cost Manager Standard projects in Unifier work in a similar manner The difference is that a shell is not required to function like a time based project A shell can encompass a static entity such as a university campus where maintenance activities are on going An example of such a shell could encompass a college campus in order to track building maintenance and new additions You could include a Space Manager for improvements and remodeling a Document Manager for all the documents and drawings necessary for new additions and a Generic Cost Manager for costing functions In Unifier shells can be arranged in hierarchies to represent a company s physical or organizational structure such as gt State gt City Property Building Shell Dashboard A dashboard that is accessible at the shell level and can be used to view data within a particular shell hierarchy There are several types of shell dashboard My Dashboard Shell Instance Dashboard or Custom Dashboard Shell Instance See Shell Type Shell Instance Dashboard __ Dashboard created by an Administrator at a shell instance level These dashboards are created in either a shell instance or a shell template These dashbo
52. 08 31 2008 08 29 2008 2 21 08 26 2008 Date Only Picker Type Date Size 0 Input Method Picker Use on Any form including those for mobile devices Description This is a system calculated picker This picker cannot be used in Dynamic Data Sets DDSes Validation rules linked elements or as part of formula Source or destination Date Picker Type Date Size 0 Input Method Picker Use on Any form including those for mobile devices Description Picker for selecting a date This picker can be used to collect date and time information about a business process record 60 Data Definitions Data Information Definition Decimal Type Float Amount Size 0 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition can be used to collect numeric decimal data The numeric decimal will be automatically formatted with comma separators and will be rounded to show eight numbers after the decimal point Description Type String Text Size 250 Input Method Multiple text lines Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 250 characters at runtime Discipline Type String Size 64 Input Method Drop down list Use on Any form Description You can create any
53. A Unifier project associated with an asset Assignees The users or groups assigned to a business process workflow step for review approval response etc Attribute Form An attribute form collects meta data or additional information about a business process manager or other Unifier component often referred to as the component s properties It is for collecting information that is not part of a workflow For example you can design a cost attribute form with fields that will track extended information about a WBS code You can design a fund attribute form with fields to define segments and reference fields for fund codes Typically the information collected by attribute forms populates fields in many Unifier windows and dialogs 427 Unifier Reference Guide Term Auto creation Definition The process of automatically creating a business process record There are three ways to auto create a record From a workflow In uDesigner a business process form can be designed to automatically create a new BP record after the form reaches a specified step in the workflow The new record will contain an exact duplicate of the information in the original record all the information that was contained in that transaction including forms attachments and comments After being created the new BP is sent automatically to the next step in the workflow The original BP record can automatically popu
54. About UTC The Coordinated Universal Time UTC is a 24 hour time standard The westernmost time zone uses UTC 12 being twelve hours behind UTC the easternmost time zone theoretically uses UTC 12 being twelve hours ahead of UTC Calculation of the UTC time standard is the same as with Greenwich Mean Time GMT The following table lists the UTC time standards used in Unifier Note The local time in London is the same as UTC time Code Time Information Type Standard Zone 10 UTC 13 00 Samoa Pacific Apia 20 UTC 12 00 International Date Line West Etc GMT 12 21 UTC 10 00 Hawaii Pacific Honolulu 30 UTC 11 00 Coordinated Universal Time 1 1 Etc GMT 11 40 UTC 09 00 Alaska America Anchorage 41 UTC 07 00 Chihuahua La Paz Mazatlan America Chihuahua 50 UTC 08 00 Pacific Time US and Canada America Los_Angel es 51 UTC 08 00 Baja California a e 70 UTC 07 00 Arizona America Phoenix 71 UTC 07 00 Mountain Time US and Canada America Denver 80 UTC 06 00 Central America America Guatemala 90 UTC 06 00 Central Time US and Canada America Chicago 91 UTC 06 00 Saskatchewan America Regina 92 UTC 06 00 Guadalajara Mexico City Monterrey America Mexico_Cit y 110 UTC 05 00 Eastern Time US and Canada America New_York 111 UTC 05 00 Indiana East America Indianapoli S 112 UTC 05 00 Bogota Lima Quito America Bogota 392 Import Codes
55. Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing At Completion Total Cost data from P6 uuu_P6Rem Data Definition Currency Amount ainingTotal Field Label Is picked from the specifications PoR of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Remaining Total Cost data from P6 uuu_P6Plan Data Definition Date Picker nedStart Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Planned Start data from P6 uuu_P6Plan Data Definition Date Picker nedFinish Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Planned Finish data from P6 uuu_P6Actu Data Definition Date Picker alStart Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Ac
56. Company Name Name Company Short Name Pager Creation Date Registry Email Role Fax Title First Name Welcome Email Home Phone Work Phone Last Name Planning Manager Sheets Project Shell Use this Data Source Planning Manager for Project Shell Sheet To get these details Creator Last Update Date Name Additional details NA 363 Unifier Reference Guide Resource Manager All Actuals Company level Use this Data Source To get these details Additional details All Actuals Cost Hours Date Timesheet BP Name Resources Address Resource Created Date City Resource Last Modified Country Resource Timezone Default Role Resource Capacity Description Resource Code Email Resource Name Fax Resource Status First Name State Home Phone Time Zone Last Name Title Mobile Phone Work Phone Pager Zip code Roles Currency Name Role Last Modified Description Role Name Role Created Date Role Status Shell Administrator Project Std Notes Construction Type Project Std Planned Creation Date Completion Date Description Project Std Revised Location Completion Date Name Project Std Schedule Number g Organization Category Project Std Setup Date Phase Project Std Start Date Project Std Construction Project Std at Complete Project Shell Mailbox email Project Std Design id Complete Shell Type Status Top Level Shell Name 364 Extracting Data for User Defined
57. Complete Project Std Design Complete Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Site Project Std Schedule Status Project Std Setup Date Project Std Site Project Std Start Date Shell Type Status Top Level Shell Name 335 Unifier Reference Guide Use this Data Source in Base Currency Shell WBS Cost Summary in Default Currency Shell WBS Cost Summary To get these details Project Costs Company Costs AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Additional details Funded Records Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Company CashFlow Use this Data Source To get these details Additional details Datapoint Date Datapoint Value From Date Company CashFlow Description Time Scale By Name Time Scale Form
58. Cost Manager Accounts Sheet This setting Allows users to Create gt Create the Company Accounts Sheet gt Change account code statuses Modify gt Modify rows columns and properties gt Import export gt Save snapshots View View sheet Cost Manager Cash Flow This setting Allows users to Create Create Company Cash Flow Sheets Modify Modify rows columns and sheet properties View View cash flow sheets and curves only Cost Manager Cost Sheet This setting Allows users to Create gt Create a Company Cost Sheet gt Modify column properties Modify Modify row properties Note Cost Sheet column modify restrictions in User Mode will override modify permissions View View Cost Sheet only Note Cost Sheet column modify restrictions in User Mode will override view 302 Permission Settings This setting Allows users to permissions Cost Manager Funding This setting Allows users to Create Create a Company Funding Sheet Modify Modify rows columns and properties of the funding sheet View View funding sheet Document Manager Company Documents This setting Allows users to Full Access gt Access all files and all folders regardless of local permissions on individual folders or files gt Lock unlock first level folders Create Create folders under the root Company Documents folder and mod
59. DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing WBS Name data from P6 240 Data Elements Data Element uuu_P6WB SPath Information Data Definition SYS Description Text 500 Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Note The P6 UI does not allow the WBS Name to be greater than 100 characters Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing WBS Path data from P6 uuu_ P6Acti vityStatus Data Definition SYS Short Description Text 50 Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Activity Status data from P6 uuu_P6Acti vityType Data Definition SYS Short Description Text 50 Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturin
60. Data Definition Integer Amount ger_days Field Label Time Days of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Entering the number of days before or after the event that the BP should be auto created This element works in conjunction with the uuu_before_after element to specify the days before or after the event Note Unifier will automatically add this element to the design if it was omitted on the Reservation form 111 Unifier Reference Guide Data Element uuu_rsv_trig ger_hrs Information Data Definition Integer Amount Field Label Time Hrs of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Entering the number of hours before or after the event that the BP should be auto created This element works in conjunction with the uuu_before_after element to specify the hours before or after the event Note Unifier will automatically add this element to the design if it was omitted on the Reservation form uuu_rsv_trig ger_mins Data Definition Integer Amount Field Label Time Min of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Entering the number of minutes before or after the event that the BP should be auto created This element works in conjunction with the uuu
61. Data Element Information uuu_fund_d Data Definition SYS Short Description Text 120 escription Field Label Fund Description of Characters 120 Where to Use it Fund business processes Use This Element For Entering additional information about a fund uuu_fund_fu Data Definition Funding Category ndcategory Field Label Fund Category of Characters 100 Where to Use it Fund business processes Use This Element For Entering the category of a fund The data set for this field is specified in Unifier uuu_fund_fu Data Definition SYS Short DescriptionText 120 ndname Field Label Fund Name of Characters 120 Where to Use it Fund business processes Use This Element For Entering the name of the fund 109 Unifier Reference Guide Data Element uuu_fund_lo ng_desc Information Data Definition SYS Long Description Text 2000 Field Label Fund Long Description of Characters 2000 Where to Use it Fund business processes Use This Element For Entering additional information about a fund uuu_project _rate_overri de Data Definition Field Label Project Currency Rate Override of Characters Where to Use it Upper form of any cost BP Note Not available for company level BPs Use This Element For Overriding the project currency exchange rate when creating a cost transaction in Unifier To accommodate this rate override the BP must also contain a Currency Pi
62. Definition Date Picker cquisition_ Field Label Asset Acquisition Date date of Characters n a Where to Use it Asset classes Use This Element For Specifying the date the asset was acquired This value will be used in depreciation calculations uuu_asset_ Data Definition Date Picker calc_as_of_ Field Label Calculations as of date of Characters n a Where to Use it Asset classes Use This Element For Displaying calculated depreciation as of the date picked This date is associated with cumulative and current period depreciations and net book value calculations Unifier automatically updates this date based on the current system time and the depreciation period uuu_asset_ Data Definition SYS Short Description Text 250 code Field Label Asset Code of Characters 250 Where to Use it Detail form of an Asset class Use This Element For Entering an asset code for an asset The code is composed of segments which together constitute the asset structure Each segment can be used separately on a detail form of an Asset class so that users can create a unique code for any asset at runtime in Unifier uuu_asset_ Data Definition Currency Amount cum_depre Field Label Cumulative Depreciation ciation of Characters 50 Where to Use it Asset classes Use This Element For Displaying the asset s cumulative depreciation amount with respect to the calculation as of date uuu_asset_ Data Definition Currency Amoun
63. Description Location Name Number Organization Category Phase Project Std Complete Project Std Complete Construction Design YS eS Wow Project Std Planned Completion Date Project Std Revised Completion Date Project Std Schedule Status Project Std Setup Date Project Std Start Date Project Std Site Project Shell Mailbox email id Shell Type Status Top Level Shell Name 368 Extracting Data for User Defined Reports Use this Data Source Shell Funding Summary in Base Currency To get these details Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Additional details Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Shell Projects Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA Shell WBS Cost Summary AFC Labor Costs in Base Currency Shell WBS Cost Summary in Default Currency Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Cost
64. Description Text 16 e_Deleted Field Label Polyline Deleted of Characters 16 Where to Use it Space detail form Use This Element For Indicating on a space record in the Space Manager that a previously linked polyline has been deleted in uCAD This indicates that the space record can be re linked This field will display the word Deleted or no value and appears once on the form This field is always read only and cannot be auto populated reverse auto populated or populated as the result of a formula uuu_proj_a_ Data Definition SYS Medium Name ddress_1 Field Label Address 1 of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the street address of the project You must include this element if you use the uuu_project_creator element although it does not need to be on the same form 245 Unifier Reference Guide Data Element uuu_proj_a ddress_2 Information Data Definition SYS Medium Name Field Label Address 2 of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering address information for the project You must include this element if you use the uuu_project_
65. Entering a title for a business process record This element is useful if you want the title of the business process record to appear in notifications and task logs uuu_bp_rec Data Definition SYS Short Description Text 250 ord_url Field Label Business Process Record UR of Characters 250 Where to Use it Upper form of any business process Use This Element For Displaying a URL a user can use to access a view only copy of a business process record from an external system If you include this element on the upper form Unifier will automatically populate it with a URL when the business process is created In order for this URL data element to operate the business process record must be available from a Master Log 123 Unifier Reference Guide Data Element Information uuu_creatio Data Definition SYS Date Picker n_date Field Label Creation Date of Characters n a Where to Use it Any business process Use This Element For Viewing the date a business process record was created Unifier automatically populates this element uuu_dm_pu Data Definition SYS Long Description Text 2000 blish_path Field Label Publish Path of Characters 2000 Where to Use it gt Upper form of any business process gt Detail form of business processes that have line items Use This Element For Specifying the folder path to enable the automatic publishing of documents attached to business processes The fold
66. Field Label Activity Total Cost 2 Per WBS of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing cost totals Use in association with uuu_act_cost2 193 Unifier Reference Guide Data Element uuu_activity _ calendar Information Data Definition SYS Activity Calendar Field Label Calendar of Characters n a Where to Use it Schedule Use This Element For Activity uuu_activity _codes Data Definition SYS Activity Codes Field Label Activity Code of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Use this element in Scope Management to standardize activities and also to use the bulk edit feature using the Activity Sheet uuu_activity _ constraint Data Definition Activity Constraint Field Label Constraint of Characters n a Where to Use it Schedule sheets Use This Element For Gathering constraint information about an activity Drop down list for selecting a constraint between activities on a schedule sheet A constraint ties a successor activity start date to a predecessor activity completion date after observing dependencies and lags Available constraints in Unifier are As soon as possible ASAP and None As soon as possible If the start date of a predecessor activity changes this option either pulls in or pushes out the start date of an ASAP constrained successor activity acco
67. Field Label Resource Type of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Selecting a resource type This system defined data element is based on a system defined data definition called Resource Type Data set values for this data definition can be defined in Unifier By default a new option will be added called Hard Booked Resources to the data set values of this data definition This data element is used to identify whether the resource assigned is a Hard Booked resource or a resource category for example Manhours or Equipment created by the user uuu_role_na me Data Definition SYS Short Description Text 120 Field Label Role Name of Characters 120 Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the role of the resource assigned to the activity If a hard booked resource is selected then this field is populated Read only field uuu_ start Data Definition Date Picker Field Label Start Date of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets Use This Element For Displaying the baseline start date of a project on a schedule sheet This is one element of a set that includes uuu_finish_baseline and uuu_duration_baseline You must include all 3 of these elements on the form for the baseline function to work correctly uuu_start_b aseline Data Definition Date Pic
68. Iper of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing resource percent complete of the effort The value of this data element is calculated using Progress Quantity Quantity Qty Read only field uuu_resc_a Data Definition Currency Amount a Field Label Earned Amount am of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the calculated earned progress in form of an amount The user can define a formula in uDesigner to calculate the earned amount or enter an amount 258 Data Elements Data Element Information uuu_resc_a Data Definition Decimal Amount ssign_earn_ Field Label Earned Progress prog of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the earned progress of resource effort If the earned progress is calculated in Unifier based on the Budget and Progress Setup this field is read only Otherwise this data element is editable uuu_resc_a Data Definition Decimal Amount ssign_etc_a Field Label ETC Amount im of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Entering the additional effort to complete work in the form of an amount The user can define a formula in uDesigner to calculate the ETC Amount uuu_resc_a Data Definition Decimal Amount s
69. Items specified as Individual commit line items in the Options tab of the business process Properties Also the Integration Detail Forms designed for the associated business processes must contain the Work Package Picker to facilitate the automatic population of the Work Package Picker in the line items of those business processes Do not use this picker on configurable manager attribute forms Data Dictionary Term Definition 424 Data Dictionary Term Definition Account Code A company level cost code that is associated with cost line item transactions You can roll up company level BP project and asset related cost transactions into this account code Project and asset cost transactions are rolled up using mapping Accounts Sheet An Accounts Sheet is a detailed accounting of the company s budget and costs An accounts sheet works like a spreadsheet in Unifier calculating and maintaining the company cost information Cost information is either entered manually or rolls up into the company Cost Sheet when transactions occur in Unifier Action Form The Action Form is the version of the business process form that opens when the recipient accepts the task implicit in the form As a business process arrives at each step in a workflow Unifier notifies the appropriate users if they are involved in the step When they open the notification Unifier displays a view only form of the step s task If the u
70. KZT Kenya Shilling KES Kuwait Dinar KWD Kwanza AOA Laos Kip LAK Latvia Lat LVL Lebanon Pound LBP Lek ALL Lesotho Loti LSL Lev BGN Liberia Dollar LRD Libya Dinar LYD Lithuania Litas LTL Macau Pataca MOP Macedonia Denar MKD Malawi Kwacha MWK Malaysia Ringgit MYR Maldives Rufiyaa MVR Malta Lira MTL Mauritania Ouguiya MRO Mauritius Rupee MUR Mexico Peso MXN Mongolia Tughrik MNT Morocco Dirham MAD Mozambique New Metical MZN Import Codes 389 Unifier Reference Guide v v YV YV YV YV YV YV YV vY vYVvYVvYVvYvVvYVvYVvYvVvV vvv vvv vvv vvv vV vV vvv vV vV vV vV vV v v Myanmar Kyat MMK Namibia Dollar NAD Nepal Rupee NPR Netherlands Antilles Guilder ANG New Romanian Leu RON New Turkish Lira TRY New Zealand Dollar NZD Nicaragua Gold Cordoba NIO Nigeria Naira NGN North Korea Won KPW Norway Krone NOK OmanRial OMR Paanga TOP Pakistan Rupee PKR Palladium Ounce XPD PanamaBalboa PAB Papua New Guinea Kina PGK Paraguay Guarani PYG Peru Nuevo Sol PEN Peso ARS Philippines Peso PHP Platinum Ounce XPT Poland Zloty PLN Portugal Escudo obsolete PTE Pound Sterling GBP Qatar Riyal QAR Riel KHR Russia Ruble RUB Rwanda Franc RWF Saint Helena Pound SHP Saudi Arabia Riyal SAR Seborga Luigino SPL Serbian dinar RSD Seychelles Rupee SCR Sierra Leone Leone SLL Silver Ounce XAG Singapore Dollar SGD
71. Label City of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the city line of the project address You must include this element if you use the uuu_project_creator element although it does not need to be on the same form 176 Data Elements Data Element Information uuu_proj_co Data Definition SYS Country untry Field Label Country of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the country line of the project address You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_fa Data Definition SYS Medium Name Xx Field Label Fax of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Entering the project fax number You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_ph Data Definition SYS Medium Name one Field Label Phone of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Entering the proje
72. ON ENTE ERE E uses 341 Cost Transactions WBS essssssissorisis ris ostria sda cane deseeus ESNE EEEE EREET EAEE ESANA 342 Contents Cost Project Shell saci cccsiterseiisansenestdevedsaceereasvedevetssdanecincdaedensasanrevesereiaed 342 Cost Transactions MC WBS wccessrcessvvavieweeiawoustiaweonseuant ersten seonamteestannanea oes 343 Document Manager Project Shell ciccccccacsccescacecscscscscacectcectvccssecscoctcesececes 349 Document Manager Company level cccccessssccccccceeesssccccceeenssssssesoeees 353 FUNCING soies seinne eE TEE E EEEE E EERE EEEE EE AREER ETOR EIRE ENE 356 GATES eresas tesia cede EEEE NESEN SAREES ENER EAA EEEE SAREEN E AEREAS 358 Groups Projects Stel ds ce wsieeeactncieesetevwelvetiveaveiiceskes E EEEE EEEE TSt 362 Partner User InfOnmMatiON as isesineiveavesadstavateswsdussnssenvebasssaievaiviavedesssiveveasaeeas 362 Planning Manager Items Project Shell cece cece eee e cece eeeneeeeeeeeeeeesneeeeees 363 Planning Manager Sheets Project Shell cccee eee cee cece ee eenseeeeeeeeeeensaeeeees 363 Resource Manager All Actuals Company level ccceeeeeseeeceeeeeeeeseeeeeeeeees 364 Resource Manager Allocated Roles cccscsssccccccceeesssccccceesessssccesosseenees 366 Resource Manager Booked Resources ccccsessccccccceeessssccceeeensssseeseeeeneees 367 Resource Manager Project Actuals ccccsssssccccccceeeessccccceesessssecesessensees 370 Res
73. Planning items by type This setting Allows users to Full Access Create and modify all planning items Create Create planning items with permission granted in user mode View View planning items with permission Allow Bulk Edit Update a group of planning items with the same edits Planning Manager Planning Sheets by type This setting Full Access Allows users to Create and modify all planning sheets 304 Permission Settings This setting Allows users to Create Create planning sheets with permission granted in user mode View View planning sheets with permission Resource Manager Resource Dashboard This setting Allows users to View View the dashboard Resource Manager Roles This setting Allows users to View View roles Resource Manager Resources This setting Allows users to View View resources Resource Manager Resource Sheets This setting Allows users to View View resource sheets Company Logs All or by BP name This setting Allows users to Modify Record Ownership Transfer ownership of a record from one user to another The user with this permission setting does not need to be the current owner creator Note The current record owner will always have this ability regardless of whether this setting is selected 305 Unifier Reference
74. Processes Resource Type String Type Size 128 Input Method Drop down list Use on Resource Assignment Attribute forms Description Drop down list for selecting resource types either hard booked or a resource category such as Man hours or Equipment The data set for this field will be specified in Unifier 66 Data Definitions Data Information Definition Role Data Type Integer Picker Size 0 Input Method Picker Use on Resource Assignment Attribute forms Description Picker for selecting roles for assignment to schedule sheet activities You can create any number of data elements fields using this definition Not available for auto population and reverse auto population If this picker is included on the attribute form the user can assign a role to an activity and Unifier will use the role information to calculate role costs Following is how Unifier calculates the role related amounts For activity role rates Unifier takes into account the effective date of the current role rate and the active currency exchange rate and recalculates the role amount under these circumstances gt Activity dates change gt Future dated exchange rates become active gt The activity role rate changes gt The role changes For activity role amounts Unifier calculates the activity role amount on a daily basis It considers gt The value of the role rate as of the effective date this can differ by effectiv
75. Record Last Update Date E ou of Characters n a Where to Use it gt Shell attribute form gt Shell log Use This Element For Specifying the date and time on which the record was last updated Updates can include changes that occur due to auto population integration or any other change to the business process including adding or removing attachments and general comments This data element is populated using the system date We recommend placing this field on the shell attribute form to track changes to the shell uuu_recurre Data Definition SYS Short Description Text nce Field Label Recurrence of Characters 250 Where to Use it Upper form of Reservation BPs Use This Element For Specifying how often a reservation should be automatically created When this element is included on the BP form it is read only and the Unifier user populates it by using the Recurrence button on the toolbar uuu_revisio Data Definition SYS Short Description Text 250 n_no Field Label Revision No of Characters 250 Where to Use it Detail form of document business processes Use This Element For Entering the revision number of a document uuu_rfb_du Data Definition Date Picker e_date Field Label RFB Due Date of Characters n a Where to Use it RFB business processes Use This Element For Entering a due date for a bid request Unifier will not allow the requestor to view the bid response until this due dat
76. Reports Use this Data Source Shell Funding Summary in Base Currency To get these details Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Additional details Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level aval WBS Funding Shell Project Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA Shell WBS Cost Summary in Base Currency Shell WBS Cost Summary in Default Currency AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy 365 Unifier Reference Guide Resource Manager Allocated Roles Use this Data Source
77. Source Shell WBS Cost Summary in Base Currency Shell WBS Cost Summary in Default Currency To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Shell Projects Std Custom Project Type NA Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Shell Project Schedule Summary Start Dates Finish Dates NA 361 Unifier Reference Guide Groups Project Shell Use this Data Source Company
78. Start Date Sub workflow Task Sub workflow Sub workflow Actual Duration Sub workflow Allowed Duration Sub workflow Description Sub workflow Due Date Sub workflow End Date Sub workflow Name Sub workflow Start Date Sent For Task Due Date Sent From Task End Date Task Task Action Task Start Date Task Actual Duration To or CC Task Allowed Duration Workflow Action Company Company Account Codes Projects Accounts Summary in Base Currency Assets Resource Actuals 384 Extracting Data for User Defined Reports Use this Data Source Company Company Funding Summary in Base Currency To get these details Commitment Funding Company Funds Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment Level Additional details Records Funded at Project Level Records Funded at WBS Level Transient Records Funded at Commitment Level Transient Records Funded at Project Level Transient Records Funded at WBS Level WBS Funding Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment Level Records Funded at WBS Level Transient Records Funded at Commitment Level Transient Records Funded at Project Level Transient Records Funded at WBS Level Records Funded at Project evel WBS Funding Shell Project Sc
79. This Element For Specifying uuu_lse_ter Data Definition Integer m_modifier Field Label Term Modifier of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying a lease term modification such as plus or minus 60 days that should be added or subtracted from the term of the lease When Unifier calculates the payment schedule for straight line rent it will accumulate the start and end dates included in the line items and add or subtract the value in this field when it calculates the term of the lease to calculate the term of the lease This field does not change the dates on the line items When you open the form in view mode you will see the lease term adjustment reflected on the Payment Schedule you open from the Payment Schedule button on the toolbar Available for auto population and formulas uuu_lse_ter Data Definition Date Only Picker mination_d Field Label Lease Termination Date ate of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying a termination date for the lease that overrides the end date for a lease term When Unifier calculates the payment schedule for straight line rent it will use this date to calculate the end of the lease rather than the end date on the lease line item This field does not change the end date on the line item Unifier takes this termination date field into consideration when it calculat
80. Type Drop down list atus Field Label Role Status of Characters n a Where to Use it Role Attribute Forms Use This Element For Specifying the status active or inactive of a role uuu_role_ty Data Definition SYS Role Type pe Field Label Role Type Checkbox of Characters n a Where to Use it gt Role attribute form Use This Element For When Roles in Unifier are created via integration and from P6 P6 Resources will be mapped to create Roles in Unifier When a P6 Resource creates a Unifier Role the Role Type can be either Labor Nonlabor or Material Notes gt Not required for Role attribute forms that are not integrated with P6 Shell with P6 when its uuu_int_schedule_type Resource Loaded or Cost Loaded gt If this element is placed on a Role attribute form it must be marked as Editable gt You can mark this element as Required or Read Only gt This element can be placed on any other form a custom PD DE and can be marked as Editable Required or Read only 149 Unifier Reference Guide Data Element uuu_role_uo m Information Data Definition System DD Field Label Unit of Measure Checkbox of Characters n a Where to Use it gt Role attribute form Use This Element For When Roles in Unifier are created via integration with P6 When a new Role is created via integration Role Type Material this DE is populated with the Unit of Measure from P6
81. Type Integer Schedule Size 0 Type Input Method Drop down list Use on Time detail form of PM Book and in Continuous Meter Detail form of PM Book It can be added to the corresponding forms in PM Book templates as well Description The DE uuu_rec_schedule_type which uses this DD is captures the schedule for a work order It can either be fixed generate new record irrespective of status of previous record or floating schedule next record only when previous record is completed cancelled etc SYS Shell Type String Name Size 128 Input Method Text box Use on Shell attribute form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter a name for a shell The name can be up to 50 characters long For Project Shell Creation type BPs you need to create a data element based on this definition It is a mandatory field for the form 81 Unifier Reference Guide Data Definition SYS Shell Number Information Type Integer Size 50 Input Method Text box Use on gt Shell attribute forms gt Project Shell Creation business processes Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter a number for a shell The name can be up to 50 characters long For Project Shell Creation type BPs you need to create a data
82. UTC 08 00 Krasnoyarsk Asia Krasnoyarsk 320 UTC 08 00 Perth Australia Perth 321 UTC 08 00 Beijing Chongqing Hong Kong Urumqi Asia Shanghai 322 UTC 08 00 Kuala Lumpur Singapore Asia Singapore 394 Import Codes 323 UTC 08 00 Taipei Asia Taipei 324 UTC 09 00 Irkutsk Asia Irkutsk 340 UTC 09 00 Seoul Asia Seoul 341 UTC 09 00 Osaka Sapporo Tokyo Asia Tokyo 342 UTC 10 00 Yakutsk Asia Yakutsk 350 UTC 09 30 Darwin Australia Darwin 351 UTC 09 30 Adelaide Australia Adelaide 360 UTC 10 00 Brisbane Australia Brisbane 361 UTC 10 00 Canberra Melbourne Sydney Australia Sydney 362 UTC 10 00 Hobart Australia Hobart 363 UTC 11 00 Vladivostok Asia Vladivostok 364 UTC 10 00 Guam Port Moresby Pacific Port_Moresb y 380 UTC 07 00 Novosibirsk Asia Novosibirsk 390 UTC 08 00 Ulaanbaatar Asia Ulaanbaatar 391 UTC 11 00 Solomon Is New Caledonia Pacific Guadalcanal 392 UTC 12 00 Magadan Asia Magadan 400 UTC 12 00 Coordinated Universal Time 12 Etc GMT 12 410 UTC 12 00 Fiji Pacific Fiji 411 UTC 12 00 Auckland Wellington Antarctica McMurdo 420 UTC 13 00 Nuku alofa Pacific Tongatapu 430 UTC 05 30 Sri Jayawardenepura Asia Colombo 440 UTC 05 45 Kathmandu Asia Katmandu Date Format The date format is a user preference You must enter a value for the user The date format is a user preference setting that the user can change later i
83. Unifier to assist users with features and procedures All users should read this guide Primavera Unifier User s Guide Guides users on how to use Primavera Unifier application All users should read this guide Primavera uDesigner User s Guide Guides users on how to use the uDesigner feature of Primavera Unifier application All users should read this guide Primavera Unifier Administration Guide Provides details about the Administration Mode of Primavera Unifier which covers access to Primavera Unifier functionality that is granted through permissions All users should read this guide 471 Unifier Reference Guide Title Description Primavera Unifier Project Controls User s Explains Oracle Primavera Guide gt Capital Planning which is used for managing budget forecasts both planned and in execution for the user company gt Cost Controls which supports project tracking and project cost management gt Project Delivery Management which is designed to optimize project results Anyone who wants to use the Unifier Project Controls base product should read this guide Database Documentation Title Description Primavera Unifier Reference Guide Provides details about data definitions data elements permission settings import codes and pickers with Primavera Unifier All users should read this guide Integration Documentation Title Desc
84. Use it Resource Attribute forms Use This Element For Entering the total dollar amount for the hours reported on a Schedule Sheet It is used to calculate the role rate based on the exchange rate The total cost role rate x currency rate x quantity If the resources are not allocated the total cost is manual entry from a formula uuu_role_na Data Definition Short Description Text 120 me Field Label Role Name of Characters 120 Where to Use it Role Attribute Forms Use This Element For Identifying the type of work to be performed for a scheduled activity 147 Unifier Reference Guide Data Element uuu_role_im ported_from _p6 Information Data Definition SYS Checkbox Field Label Imported from P6 Checkbox of Characters n a Where to Use it gt Role attribute form Use This Element For Role attribute form so Unifier can identify which Roles were created via integration with P6 If user is creating Unifier Roles via integration with P6 this DE helps identify if a Role is integrated with P6 or manually created in Unifier Notes gt Not required for Role attribute forms that are not integrated with P6 gt This element is Read only when used on a Role attribute form gt The value for this element is populated during role creation via P6 Unifier integration gt This element can be placed on any other form like other checkbox DEs and can be marked as Editable Requi
85. Use this Data Source To get these details Additional details Comment Attachments NA Comment Attachment Com Create Date ment Creator Markup Creator Company Revision Comment Text Comment Revision Markup Comment Attachment File Name NA Comment Attachment Refer File Size ence File Issue Date Comment Attachment Com Publication Date ment Attachment Publication No Comment Attachment Com Reference Status ment Attachment a Revision No Reference File f Reference File Jug Upload By Revision Comment Attachm ent Revision Comment Attachm ent Reference File Revision Reference File 353 Unifier Reference Guide Use this Data Source Comment Attachment Mark To get these details Additional details Cell Phone Last Name up Company Name Login ID Comment Attachment Com Company Short Name Markup Name ment tachment venue Creation Date Pager Revision Comment Attachm Creator Registry ent Markup l Email Role Fax Size First Name Welcome Email Home Phone Work Phone Company Company Contact Email Notifications Company Creation Date Help URL Company Description Instructions Company Name Label Company Short Name Registry Company URL Share with Wire Contact Email URL Company Company Account Codes Projects Accounts Summary in Base Currency Assets Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Funds
86. Use this picker on a Cost BP to choose a WBS code The picker will show only active WBS codes Note This picker is populated by the WBS code records that were created with the Cost attribute form Do not use this picker on configurable manager attribute forms Week Picker Data Element Name uuu_week_picker Information Label that will Appear on the Form Week of Available for Forms on Mobile Device Yes What it Does Use this picker on Resource or Time Sheet business processes to indicate a specific week for reporting Pickers 423 Unifier Reference Guide Work Package Picker Data Element Name Information wpid Label that will Appear on the Form Work Package Available for Forms on Mobile Device Yes What it Does Use this picker on the detail form of any Cost type business process to select a work package Unifier users create the work packages from a specific Cost Sheet Unifier then populates this picker with the work packages that have been created For Base Commit business processes the value selected in the Work Package Picker in a line item is automatically populated in the Work Package Picker in the line items in the associated General Spends Payment Application and Change Commit business processes This value can be updated manually through CSV import or through Web Services Integration This automatic population applies only to Base Commits with the Commitment Summary Line
87. Use this picker to choose an approved blanket purchase order BPO to reference The transaction amount of the BP will be rolled up to the Blanket PO Manager 401 Unifier Reference Guide Data Element Name ref_bpo_lineitem Information Label that will Appear on the Form Reference BPO Line Item Available for Forms on Mobile Device Yes What it Does Reference BPO Line Item Use this picker to reference a Commit at Company Level or Blanket PO business process for line items This picker works in conjunction with the business process picker on the upper form refid Label that will Appear on the Form Reference Commit Available for Forms on Mobile Device Yes What it Does Reference Commit Use this picker to reference a Base Commit business process for a change order invoice or payment BP Comment Line Item Picker Data Element Name uuu_sovlinum Information Label that will Appear on the Form Reference Available for Forms on Mobile Device Yes What it Does Use this picker for creating a new line item on a change commit BP This picker displays a composite view of base commit and change commits This picker is required on the detail form of line item type Change Commit BPs and is populated by a link you must create to a specific reference process Note Do not use this picker on configurable manager attribute forms 402 Pickers Company Pi
88. Where to Use it Configurable manager attribute forms Use This Element For Specifying that the object can be reserved for use Configurable Shells Use the following data elements for creating the forms for any Configurable Shells 92 Data Elements Data Element Information uuu_admini_ Data Definition User Picker strator Field Label Administrator of Characters n a Where to Use it Configurable shell attribute forms Use This Element For Selecting the administrator of a shell uuu_locatio Data Definition Location Picker n Field Label Location of Characters n a Where to Use it Shell detail form cannot be used on an anchor shell a single instance shell Note Do not use this picker on configurable manager attribute forms Use This Element For Specifying the hierarchy between shells From this picker the user picks the parent shell under which another shell should belong Cost Manager Use the following data elements for creating the forms and the business processes and attribute forms for the Cost Manager Account Code Attribute Forms Data Element Information uuu_compa Data Definition SYS Short Description Text 250 ny_account Field Label Company Account Code ooge of Characters 250 Where to Use it Account Code Attribute forms Use This Element For Building a company level account structure to collect cost related transactions generated by project
89. Work Phone of Characters 64 Where to Use it User Administration form Use This Element For Entering the work phone number of a user 185 Unifier Reference Guide Alphabetical List Use the following Data Elements DEs presented alphabetically for creating the attribute forms Business Processes and other entities Data Element Information amount Data Definition Currency Amount Field Label Amount of Characters n a Where to Use it gt Any formula calculation on any bUse the following data elements presented alphabetically for creating the attribute forms business processes and other entities business process gt Any cost business process at company or project level If you use this element on an upper form it will be read only It will automatically add up all values from amount fields on detail forms so therefore cannot contain a formula or be auto populated or reset On a detail form this element can be editable Use This Element For Entering currency data on any business process The element is automatically formatted to display data with a comma separator If the data has a decimal value it will be rounded to display 2 values after the decimal point 186 Data Elements Data Element Information bitemID Data Definition WBS Picker Field Label WBS Code of Characters n a Where to Use it Upper form of any business process in a project or shell except an RFB
90. a Where to Use it Schedule Activity Attribute Forms Use This Element For Turning on off the auto updating of actual start and finish dates for an activity that is part of a scope management schedule If you use this element users can take manual control over an activity at any time by deselecting the Auto update Activity Data checkbox on the activity s Properties window at runtime If they do this gt Unifier retains the link to the BP record if any and the activity s current status gt Unifier continues to enforce the Scope Management update rules for the activity s status however the user must manually attach the status to the activity gt Unifier does not track the activity s actual start and finish dates and completion The user must manually enter these dates The user can return the activity to Scope Management mode by selecting the Auto update Activity Data checkbox on the activity s Properties window To resume Scope Management Unifier gt Updates the BP record status for the activity gt Checks the record for complete conditions gt Sets the appropriate status of the activity either In Progress or Complete If the activity is not yet linked to a BP Unifier checks internal scope conditions If those conditions are satisfied Unifier launches the appropriate BP and sets the activity s status to In Progress If those conditions are not satisfied Unifier sets the activity s status to Not S
91. actual cost based ona provided data set For example they can estimate extrapolate the cash flow curve for this year based on last year s data They will need to specify which data from last year s Cash Flow Sheet they want to base the extrapolation on See also Interpolate 446 Data Dictionary Term Finish to Finish Definition Denotes that a task cannot end until another ends Finish to Start Denotes that a task cannot start until another ends Float The float slack value for each activity This is calculated as a result of the critical path calculation Form Validation Rules Form validation rules are created to validate form field values Validation occurs at runtime when users click the Send or Save button These rules apply to all forms including BP forms and attribute forms Funding Appropriation Automated Cost type commit BPs can be set up in uDesigner to allow Unifier users to allocate or consume funds Funds are chosen from an available list using a fund picker When the BP reaches its terminal status the funds are allocated or consumed automatically A button becomes available on the form allowing the user to access the funding sheet directly from the BP form Funding Manager Funding Sheets The Funding Manager tracks where project funding comes from and how it is being spent Funding is defined first at the company level where individual funding sources are
92. add these elements to the design if it was omitted on the Reservation form uuu_bid_co Data Definition Integer Amount unt Field Label Bid Count of Characters 10 Where to Use it RFB business processes Use This Element For Viewing the number of bids received 205 Unifier Reference Guide Data Element Information uuu_bp_rec Data Definition SYS Short Description Text 250 ord_url Field Label Business Process Record UR of Characters 250 Where to Use it Upper form of any business process Use This Element For Displaying a URL a user can use to access a view only copy of a business process record from an external system If you include this element on the upper form Unifier will automatically populate it with a URL when the business process is created In order for this URL data element to operate the business process record must be available from a Master Log uuu_cm0_c Data Definition Generic Cost Code Picker ode Field Label Cost Code of Characters n a Where to Use it gt Generic Cost Manager Attribute Form gt Generic Cost Manager business processes gt RFB detail forms Note Do not use this element on a Shell or configurable manager attribute forms Use This Element For Define a cost code for a generic cost manager at runtime in Unifier The picker will show only active codes Unifier determines how to display codes based on the Generic Cost Manager Attribute form uuu_c
93. amount on a business process The currency amount will be automatically formatted with comma separators and will be rounded to show two numbers after the decimal point Date Only Type Date Size 0 Input Method Picker Use on Any form including forms for mobile devices Description Picker for selecting a date This data definition differs from the Date Picker in that it includes the date only no time or time zone This definition stores the time as midnight 00 00 and the time zone as the zone where the server resides but it does not display these values Use this data definition for date add and date difference formulas as well as simple date only fields on forms The behavior of Date Only data elements in formulas differs depending on the formula and the numeric form Date add and date difference formulas with integers can be used with other Date Only elements Date add formulas using decimal numbers are calculated from midnight as in the following examples 08 29 2008 2 21 08 31 2008 08 29 2008 2 21 08 26 2008 19 Unifier Reference Guide Data Definition Date Picker Information Type Date Size 0 Input Method Picker Use on Any form including forms for mobile devices Description Picker for selecting a date This picker can be used to collect date and time information about a business process record Decimal Amount Type Float S
94. and Primavera Unifier administrator should read this guide Connecting Oracle Enterprise Manager to Primavera Unifier Metrics Provides instructions on how to enable Enterprise Manager to display certain Primavera Unifier metrics The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Connecting Oracle Identity Manager 11g to Primavera Unifier Guides administrators in configuring Oracle Identity Manager OIM to be used with Primavera Unifier The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide 470 For More Information Title Connecting the Content Repository to Primavera Unifier Description Provides instructions on how to gt Configure Oracle WebCenter Content Core Capabilities after you install it gt Configure Microsoft SharePoint after you install it gt Configure CMIS compliant repositories after you install one gt Configure the Primavera Unifier File Repository gt Set your content repository settings in Primavera Unifier to connect to your content repository The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide User Documentation Title Primavera Unifier Help Description Provides topic oriented information about Primavera
95. availability Role Roles are job types or functions that are necessary to carry out a project s tasks Roles usually include billable rates and the currency in which the rates should be paid Roles are associated with personnel resources the people who can perform these roles in a project See also Resource Run Time When a report is run Also the duration of a project during which time Unifier users use the business processes that were created in uDesigner for the project S Step An S Step is a step that is created by a link in a workflow that automatically creates a new business process record after the form reaches a specific step The new record will contain an exact duplicate of the information in the original record all the information that was contained in that transaction including forms attachments and comments In Unifier the user who owns the original BP record becomes the owner of the auto created record After being created the new BP is sent automatically to the next step in the workflow In addition to creating a new record you can direct the original BP record to automatically populate the upper form and detail form information on the new BP record An S Step is visible in the workflow denoted by an icon in the link Compare to I Step 456 Data Dictionary Term Definition Salvage Value The residual value of an asset the value of an asset after the depreci
96. bidder BP Detail form of gt Line Items with WBS Code types of cost BPs gt Line Items with Both WBS Code and Fund Code types of cost BPs gt Commit at Company Level cost BPS gt RFBs Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a WBS code The codes the user can choose from depends on the WBS codes defined on the cost sheet of the project When placed on an upper form note the following behaviors gt This element is typically placed on an upper form for the purpose of auto creating line items on a cost business process using a BP Line Item Creator When used in this case the picker will populate the WBS code field on the line item being created gt It will not roll up values to the Cost Sheet gt The user will be able to remove the WBS code from the picker if it is editable When this happens any field values that were auto populated from the WBS attribute form will be reset gt If the user copies a record containing a WBS picker that has been marked inactive the code will still be copied gt If the user copies a record containing a WBS picker that has been deleted from the Cost Sheet the picker will appear blank on the created record gt The picker cannot be auto populated or reverse auto populated however it can be reset or used as a trigger element for a query based data element gt The picker can be included as an element in the behavior
97. business benefits of upgrading and to plan your I T projects All users should read this guide Readme for Media Pack Contains a table that can help you determine what downloads are required to run your licenses All users should read this guide Licensing Information User Manual Contains information about the third party proprietary and open source software used in Oracle Primavera Unifier All users should read this guide 467 Unifier Reference Guide Title Where to Get Documentation Training and Support Description Contains information about resources to help you with the operation of Oracle Primavera Unifier All users should read this guide Installation Documentation Title Primavera Unifier Installation and Setup Guide For WebLogic Application Server Description Describes how to gt Set up Primavera Unifier servers and third party services gt Install and configure Primavera Unifier components IT professionals who are installing and configuring the server environment and the Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Primavera Unifier Installation and Setup Guide for WebSphere Application Server Describes how to gt Set up the Primavera Unifier servers and third party services on Linux 64 bit gt Install and configure Primavera Unifier components IT pro
98. check box where the user has the option of choosing something or not Data elements are the name and form label only the element is essentially an empty shell that will not contain values until they are specified in Unifier Data Indexes Allows the creation of user defined database indexes that speed up the performance of large data sets The database index name is constructed by a fixed prefix UUU plus internal row_id followed by _ anda user defined suffix and description Access Data Structure Setup node Data Pickers Data pickers work with master business process logs shells and configurable managers that function across a shell hierarchy The purpose of a data picker is to make it easier for users to choose records gt From a master business process log gt From aclass in a configurable manager that operates across shells gt For auto creation across shells A data picker usually displays an extra navigation structure that makes it easier for users to choose records to work with In operation a data picker navigates to a specific business process shell or configurable manager and then extracts the records to display on the list by using a query the Unifier Administrator sets up Access Data Structure Setup node gt Data Definitions Data Source A data source is the source from which you can extract data for any component of Unifier or Primavera uDesigner For example when creating a cost column
99. contract change order or invoice payment application BP into an SOV sheet An SOV for Payment Applications allows users to enter values directly onto the SOV sheet Unifier then automatically adds these values to the payment application sheet Schedule Performance A measure of schedule efficiency on a project It is the Index ratio of earned value EV to planned value PV or EV divided by PV A Schedule Performance Index equal to or greater than one indicates a favorable condition a value of less than one indicates an unfavorable condition 457 Unifier Reference Guide Term Schedule Sheet Definition The schedule sheet shows the schedule of activities in a project It also shows resource assignments It is used to track progress of activities over the lifetime of the project Multiple schedule sheets can exist within a project but only one master schedule sheet can be created ina project Schedule Variance As work is performed it is earned on the same basis as it was planned in dollars or other quantifiable units such as labor hours The planned value when compared with the earned value measures the dollar volume of work planned vs the equivalent dollar volume of work accomplished Any difference is called a schedule variance Schema The flow of business process steps and the forms the users will use at each step Scope Management Scope Management is a feature o
100. dataset values edit or remove the existing dataset values Notes gt The P6 application has a Data Type called Indicator Fields of type Indicator display as a color on the UI Red Yellow Green or Blue gt Unifier Data Elements can map to P6 Indicator fields because of the Basic Pull Down Data Definition SYS Pay Type Integer Creation Size 0 Day of Month Input Method Biop sown list Use on Lease business processes Description Menu for choosing the amount of time in days zero to 30 before the payment due date that the invoice payment request should be created This time should include time for both creation and approval SYS Pay Type Integer Day of Size 0 Month Input Method Drop down list Use on Lease business processes Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to specify a pay date for a lease or invoice business process 78 Data Definitions Data Information Definition SYS Type String Payment Size 50 Frequency Input Method Drop down list Use on Lease business processes Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to select a payment frequency for an invoice or payment request business process SYS Type String Payment Size 100 Type Input Method Drop down list Use on
101. definition is fixed and cannot be used to create any other data element Cost Type String Attribute Size 0 Input Method Picker Use on Cost Attribute forms including those for mobile devices Description You cannot create a data element using this definition Unifier provides a default data element with this definition and only one is allowed per company Cost Code __ Type String Separator Size 1 Input Method Text Box Use on Used in Unifier when defining WBS codes in the Cost Manager Description Separator used between segments of a WBS code Value for this separator are specified in Unifier Only one value can be set per company Cost Item Type String Type Size 25 Input Method Drop down list Use on Cost Attribute forms Description Unifier defines a default data element with this definition and only one is allowed per company The data set for this definition can be specified in Unifier 57 Unifier Reference Guide Data Definition Currency Amount Information Type Float Size 0 Input Method Currency Use on Any Form Description Use this definition to create data elements that will collect the currency amount on a business process The currency amount will be automatically formatted with comma separators and will be rounded to show two numbers after the decimal point 58 Data Definitions Data Information Definition Data Pick
102. down list Use on The detail form of gt Line Item BPs gt Document BPs Description You can create any number of data elements fields using this definition Fields using this definition can be used as the line item status The data set for this field will be specified in uDesigner SYS Long Type String Description size 4000 Text Input Method Multiple text lines Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 4000 characters at runtime 25 Unifier Reference Guide Data Information Definition SYS Long Type String Name Size 250 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 250 characters at runtime SYS Medium Type String Name Size 64 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 64 characters at runtime SYS Type Float Numeric Size 0 Query Based Input Method Currency Use on Upper form of any business process except the RFB bidders form and company level single record BPs including those for mobile device Description You can create any number of data elem
103. element based on this definition It is a mandatory field for the form menu for selecting an employee s skill set The data set for this field will be specified in Unifier SYS Short Description Text 32 Type String Size 32 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 32 characters at runtime SYS Short Description Text 36 Type String Size 36 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 40 characters at runtime SYS Short Description Text 40 Type String Size 40 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 40 characters at runtime 82 Data Definitions Data Information Definition SYS Short Type String Description size 50 Text 50 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 50 characters at runtime SYS Short Type String Description sjze 120 Text 120 Input Method Text box Us
104. end to end administration of the application They are the only administrators who have permission to perform certain tasks unless they grant these permissions to others which include creating sponsor companies and partner member companies loading modules loading reports adding the first user s to a company and adding a company administrator Tasks Task Log When a BP is sent to the next step in its workflow it becomes a task for the recipient The recipient is notified by email that someone has sent a BP record for review or other action and the task also appears on the BP tasks log 462 Data Dictionary Term Definition Terminal Status A terminal status denotes the end of a business process usually on a workflow A terminal status has a significant affect on business processes in that it can be made to trigger an automatic action in Unifier Once any BP reaches a terminal status users can copy it to create another BP of the same type A terminal status on a change commit BP can update SOV sheet and SOV line items If you use this feature users will be able to access the SOV directly from the change commit BP form On change commit BPs linked to a general spends SOV a terminal status is not necessary for updates it is necessary however ona change commit linked to a payment application BP A terminal status on a base commit BP can create an SOV sheet and SOV line items If you use this feature
105. expenses across projects Blanket PO records are stored in the Company Data Manager Block A block is a grouping of cells on a BP form uDesigner users can add blocks to Upper Forms and Detail Forms customizing fields order size positioning number of columns and rows etc Once blocks are created the user can insert fields data elements into the blocks Booking Process The process of finding and committing resources personnel to fill project roles Hard booking denotes a firm or approved commitment Soft booking denotes a pending commitment 436 Data Dictionary Term Definition Budget at Completion The sum of all the budget values established for the work BAC to be performed on a project or a work breakdown structure component or a schedule activity The total planned value for the project Budget Cost of Work Also known as earned value This is the cost of the Performed BCWP percentage of work completed with respect to the Budget Cost of Work Scheduled For example a simple construction project has a budget of 1000 This budget is scheduled to be consumed over a period of five days If construction activity is 60 complete on the third day the BCWP is 600 60 x 1000 It is a key component for determining Earned Value See also Earned Value Budget Cost of Work This is a time based budget that is assigned and Scheduled BCWS scheduled by the Work Breakdown Schedule for
106. get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Transaction Currency Yet To Buy Snapshots Curves Curve Name From Date Curve Type Profile Datapoint Date To Date Datappoint Value in Project Total Currency Total Project Datapoint Value in Unassigned Unassigned Project Commitment Funding Use this Data Source Commitment Funding To get these details Name Description Additional details Record No 331 Unifier Reference Guide Use this Data Source Commitment Funding Sheet To get these details Commitment Funding 1 to 25 Fund Balance Across All Funds Fund Balance By Discrete Fund Fund Code Fund Name Funding By All Funds Additional details Funding By Discrete Fund Funding Ratio Across All Funds
107. in the User Picker and Find 184 Data Elements Data Element Information uuu_user_p Data Definition SYS Medium Name ager Field Label Pager of Characters 64 Where to Use it User Administration form Use This Element For Entering the pager number of a user uuu_user_p Data Definition SYS Medium Name assword Field Label Password of Characters 64 Where to Use it User Administration form Use This Element For Entering the user password uuu_user_pr oxy Data Definition User Picker Field Label Proxy Name of Characters n a Where to Use it User Administration form Use This Element For Entering the proxy name of a user uuu_user_st atus Data Definition SYS User Status Field Label Status of Characters n a Where to Use it User Administration form Use This Element For Radio button to select the status of a user Active Inactive or On Hold By default the status is Inactive uuu_user_ti mezone_pre f Data Definition SYS User Time Zone Field Label Time Zone of Characters n a Where to Use it User Administration form Use This Element For Entering the time zone preference of a user uuu_user tit le Data Definition SYS Medium Name Field Label Title of Characters 64 Where to Use it User Administration form Use This Element For Entering the title of a user uuu_user_w orkphone Data Definition SYS Medium Name Field Label
108. including all non standard tabs gt Shell attribute forms Description Picker for selecting a user and connecting to the user s attribute form Works with the User Attribute form to auto populate and reverse auto populate other forms Differs from the User Picker because it can itself be auto populated and reverse auto populated This data picker does not use an advanced log navigation Instead the log for this user data picker uses the partner log designed in uDesigner This picker will show all company and partner users based on the conditions defined by the Unifier Administrator when the business process configurable manager space or shell is configured User data pickers can also be updated via bulk edit and integration You can create any number of data definitions and data elements fields using this definition Note Data elements created with this data definition cannot be auto populated via Web Services or CSV files 47 Unifier Reference Guide Data Information Definition SYSP6Sche Category System duleType Type String Size 128 Input Method Drop down list Use for Use for Capturing the P6 Schedule Type Duration Based Resource Loaded or Cost Loaded Description This is an internal Data definition and will not be visible to end user for edits of any kind Dataset gt Duration Based gt Resource Loaded gt Cost Loaded Default Value None Space Manag
109. item Unifier takes this adjustment amount into consideration when it calculates the straight line payments after you click Save or Finish Editing on the business process form When you open the form in view mode you will see the currency amount adjustment reflected on the Payment Schedule you open from the Payment Schedule button on the toolbar Available for auto population and formulas uuu_lse_sl_ Data Definition Currency Amount rent Field Label Straight Line Rent Amount of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Displaying the straight line rent amount on the upper form of a lease This is a read only field that will be updated dynamically whenever a user changes a line item or other amount that affects the rent amount The updated value will appear as the user makes changes to the form however the payment schedule will not be re calculated until the user clicks Finish Editing or sends the form on to the next step in a workflow Not available for auto population and formulas uuu_lse_sta Data Definition Date Only Picker rt_date Field Label Start Date of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying the date on which a lease term starts 236 Data Elements Data Element Information uuu_lse_str Data Definition Radio Button aight_line Field Label Straight Line of Characters n a Where to Use it Lease BPs Use
110. items Snapshot The snapshot feature of Unifier takes a working picture of the schedule sheet asset sheet or planning sheet at any point in time You can use a snapshot on these sheets to drill down into the process to expose specific activities or milestones plans or planning phases for particular attention On an asset sheet a snapshot can show the progress of an asset and its depreciation during any specific time range A snapshot can also be used to make working versions of a business process that you can use as an audit trail of the changes you have made to the process This use of the snapshot feature makes the ongoing evolution of a business process design easier to track and control As a business process evolves you might need to return to a prior version of it to re design some elements of the forms or the workflow s If this is the case you can restore to uDesigner any one of the snapshots you have taken and proceed with the design SOV See Schedule of Values SOV Space A space is an entity such as a cubicle office or conference room that resides on a level in the Space Manager See also Level 460 Data Dictionary Term Definition Standard Project As of release 9 1 the concept of a project in Unifier was superseded by a new functionality called shells However you can still create standard projects if they are more appropriate to your business nee
111. long SYS Space _ Type String Unit of Size 128 Measure Input Method Drop down list Use on Space and level forms Description You can create any number of data elements fields using this definition Fields using this definition can be used to enter the unit of measure to use for measuring a space The data set for this field will be specified in Unifier 50 Data Definitions Data Information Definition Sys Yes No Type String Size 0 Input Method Drop down list Use on Detail forms for spaces Description Use this data definition to create any number of data elements that need a yes or no response User Data Type Integer Picker Size 0 Input Method Picker Use on gt Both upper and detail forms of business processes at the company and project shell level including all non standard tabs gt Detail form for a space in the Space Manager Description Picker for selecting a user and connecting to the user s attribute form Works with the User Attribute form to auto populate and reverse auto populate other forms Differs from the User Picker because it can itself be auto populated and reverse auto populated This data picker does not use an advanced log navigation Instead the log for this user data picker uses the partner log designed in uDesigner This picker will show all company and partner users based on the conditions defined by the Unifier Administrator when the busines
112. monitors its completion and updates the deliverables statuses automatically 428 Data Dictionary Term Definition Auto population A Unifier feature that automatically populates the fields on a business process form with data from other business processes called Reference Process Auto population is supported for text boxes text areas drop downs check boxes radio buttons and date pickers only Before you can auto populate a business process you must design a reference process from which to draw the data To auto populate an element the data definition of both the source and the destination element must match You can also auto populate a Payment Application from a Base Commit BP You can use this feature only on SOV type payment applications or SOV line item type individual commit line items Although you can use the auto populating method described in the paragraphs above you can alternatively do this in one step when you create a Base Commit BP To accomplish the auto population in one step use the Options tab to map the fields when you launch the Base Commit BP 429 Unifier Reference Guide Term Base Currency Definition Currency under which a company is operating Additional currencies can be added and made available for use within projects and shells and even for individual transactions These additional currencies will apply a defined exchange rate calculation based on t
113. number of data elements fields using this definition The data set for this definition will be specified in Unifier Filtered Type String Group Size 128 Input Method Drop down list Use on Activity Attribute forms Description Drop down list for selecting groups The data set for this field will be specified in Unifier Funding Type String Category size 100 Input Method Drop down list Use on gt Cost BPs gt Fund Attribute forms Description You can create any number of data elements fields using this definition Fields using this definition are usually used for defining funds The data set for this definition will be specified in Unifier 61 Unifier Reference Guide Data Information Definition Group name Type String Picker Size 0 Input Method Picker Use on Any form including forms for mobile devices Description Picker for selecting groups of personnel from the groups defined at the company level You can create any number of data elements fields using this definition Hyperlink Type Hyperlink Picker Size 0 Input Method Picker Use on Any form except Shell attribute forms including those for mobile devices Description Use this definition to create hyperlinks to URLs external to Unifier When users click the hyperlink the URL will appear in a new window This data definition stores the hyperlink name and the URL in wiki format with the record This defin
114. of a scope management schedule uuu_estimated_finish_date Label that will Appear on the Form Estimated Start Date Available for Forms on Mobile Device Yes What it Does Estimated Start Date Use these pickers on schedule activity attribute forms to specify actual and estimated start and finish dates of an activity that is part of an automatically scheduled project or shell that is part of a scope management schedule Pickers 409 Unifier Reference Guide Data Element Name uuu_estimated_start_date Information Label that will Appear on the Form Estimated Finish Date Available for Forms on Mobile Device Yes What it Does Estimated Finish Date Use these pickers on schedule activity attribute forms to specify actual and estimated start and finish dates of an activity that is part of an automatically scheduled project or shell that is part of a scope management schedule uuu_start_baseline Label that will Appear on the Form Baseline Start Available for Forms on Mobile Device Yes What it Does Baseline Start Use these pickers on schedules and schedule activity attribute forms for the baseline start and finish dates of a project uuu_finish_baseline Label that will Appear on the Form Baseline Finish Available for Forms on Mobile Device Yes What it Does Baseline Finish Use these pickers on schedules and schedule activity attribute forms for th
115. on a cost sheet the data source might be a cost BP transaction 443 Unifier Reference Guide Term Data Views Definition Provides a view of Unifier data obtained via SQL query It allows access to all Unifier database tables in a company registry registry dependency ensures data security Data Views enable administrators to design and deploy custom reports program and shell level create user defined reports UDRs and utilize data as a source for Data Cubes used to display live or cached data in a custom company or shell dashboards Access Data Structure Setup node Dependency An activity or task that must occur before another activity or task See Predecessor Depreciation The reduction in the value of an asset In Unifier users can choose the method by which they want to depreciate an asset straight line double decline sum of years or manual Depreciation Period The time over which an asset is depreciated can be in years months or quarters Detail Form The detail form is the form the Unifier user is presented with to add or modify a line item on certain business processes The detail form contains the fields data elements that will be displayed on the line items list See also Upper Form DMS See Document Manager Document Manager The Document Manager allows team members to manage and share project documents and organize them into f
116. on any asset form to specify the date an asset was acquired uuu_seet_calc_as_ of date Label that will Appear on the Form Calculation as of Available for Forms on Mobile Device Yes What it Does Calculation as of Use this picker on any asset form to show the calculated depreciation as of the date the user chooses due_date Label that will Appear on the Form Due Date Available for Forms on Mobile Device Yes What it Does Due Date Use this picker to specify a due date on any type of business process form uuu_rfb_due_date Label that will Appear on the Form RFB Due Date Available for Forms on Mobile Device Yes What it Does RFB Due Date Use this picker to specify the due date for a bid on any RFB type of business process form uuu_issue_date Label that will Appear on the Form Issue Date Available for Forms on Mobile Device Yes What it Does Issue Date Use this picker to specify an issue date for a document that is attached to a line item 405 Unifier Reference Guide Data Element Name uuu_effective_date Information Label that will Appear on the Form Effective Date Available for Forms on Mobile Device Yes What it Does Effective Date Use this picker to specify an effective date on a cost type business process form uuu_file_issue_date Label that will Appear on the Form Issue Date Available for Forms on Mobile Device Yes What it Does Issue Date U
117. or month on which payment is due Valid values are 1 to 28 Unifier uses this value in conjunction with the uuu_Ise_frequency element to calculate the value for the uuu_lse_pay_due_date field uuu_lse_pay _latest_due_ date Data Definition Date Only Picker Field Label Latest Payment Due Date of Characters n a Where to Use it Must be included on the standard detail form of Lease BPs Use This Element For Displaying the latest payment due date This is a read only field that is auto populated Unifier uses the values of these elements to calculate the value for this field gt uuu_lIse_frequency gt uuu_Ise_pay_latest_due_day gt uuu_lIse_start_date gt uuu_Ise_end_date 136 Data Elements Data Element Information uuu_lse_pay Data Definition Drop down list _latest_due_ Field Label Latest Payment Due Day day of Characters n a Where to Use it Lease BPs Use This Element For Specifying the latest day of the month on which the payment must be received Includes a grace period Valid values are 1 to 28 Unifier uses this value to calculate the value for the uuu_lse_pay_latest_due_date field Note If the value in uuu_Ise_pay_due_day equals the value in this field the calculations for both these fields will be the same In all other cases the latest due day will always be after the due day For example if the due day is 28 and the latest due day is 5 this implies the 5th of the following
118. part of a business process definition in uDesigner 101 Unifier Reference Guide Data Element ref_bpo_line item Information Data Definition BP Line Item Picker Field Label Reference BPO Line Item of Characters n a Where to Use it Detail form of a Line Items with WBS Code type or Commit at Company Level type Commit or Change Commit of business process Note Do not use this picker on configurable manager attribute forms Use This Element For Referencing line items of Commit at Company Level or Blanket PO business processes A business process detail form can have only one data element of this type Picker works in conjunction with the Reference BPO picker on the upper form of the business process 102 Data Elements Data Element Information refid Data Definition BP Picker Field Label Reference Commit of Characters n a Where to Use it Upper form of any Change Order Spends or Payment Application business processes to refer to the base commit Used in either the standard or generic Cost Managers Note Do not use this picker on configurable manager attribute forms Use This Element For Referencing a Base Commit business processes A business process can have only one data element of this type on the upper form Picker works in conjunction with the Reference Process created as part of a business process definition in uDesigner row_id Data Definition F
119. planning sheet to specify the last date the sheet was updated uuu_week_picker Label that will Appear on the Form Week of Available for Forms on Mobile Device Yes What it Does Week of Use this picker on Resource or Time Sheet business processes to indicate a specific week for reporting uuu_ start Label that will Appear on the Form Start Date Available for Forms on Mobile Device Yes What it Does Start Date Use these pickers on schedule activity attribute forms and schedule sheets to specify start and finish dates for scheduled activities Pickers 407 Unifier Reference Guide Data Element Name uuu_ finish Information Label that will Appear on the Form Finish Date Available for Forms on Mobile Device Yes What it Does Finish Date Use these pickers on schedule activity attribute forms and schedule sheets to specify start and finish dates for scheduled activities uuu_early_start Label that will Appear on the Form Early Start Date Available for Forms on Mobile Device Yes What it Does Early Start Date Use these pickers on schedule activity attribute forms and schedule sheets to specify start and finish dates for scheduled activities uuu_early_finish Label that will Appear on the Form Early Finish Date Available for Forms on Mobile Device Yes What it Does Early Finish Date Use these pickers on schedule activity attribute forms and schedule sheet
120. publishing a business process along with its comments and attachments to the Document Manager Depending on how the administrator sets up the business process it can be automatically published to the Document Manager when it reaches a specific step in the workflow or whenever an email notification is sent regarding the status of the business process or both The folder path is specified with a formula when the business process is designed The Document Manager folders created and used for automatic publication are based on the values of the data elements specified in the formula for the uuu_dm_record_info_path data element Use the delimiter to build the path in the formula for example State County City The is the only valid delimiter You do not need to use the in the beginning or the end of the path This field is always read only and cannot be auto populated reverse auto populated or populated as the result of a formula Can be placed in a hidden block uuu_default Data Definition Shell Picker _Shell_picke Field Label Shell Picker i of Characters n a Where to Use it gt Upper form of any business process gt Asset class gt Planning item Do not use the Shell Picker on the following forms it will produce an error at runtime gt Schedule Activity attribute form gt Generic Cost Manager attribute form gt Any configurable manager attribute form Use This Element For Selecting a shell
121. received was copied on or for which the user participated in the workflow View Hidden Comments View comments marked as hidden Hide Record Audit Log Hide the audit log information of a record Hide Task Statuses Hide the workflow progress window Allow Bulk Edits Update a group of records with the same edits 310 Permission Settings This setting Allows users to Allow Quick Calendar Entry Enter a reservation directly on the calendar for a business process record Note If the business process has not been calendar enabled in uDesigner this permission will not appear on the list Add General Comments Add a general comment to any BP record they can view workflow or non workflow regardless of the workflow step and regardless of the assignee or Cc settings With this permission any user with view permission for the BP can add a general comment to the form even if the business process is at a terminal or terminated status The user does not have to be an assignee or cc d user If the user is an assignee s he can add comments to the BP without accepting the task Note Use this permission selectively This permission is best for someone such as a project manager who may need to comment on BP steps that s he is not normally a participant in but who has view permissions for Gates This setting Allows users to Change Phase Manually chan
122. resource uuu_user_e Data Definition SYS Medium Name mail Field Label E Mail of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the email address of a user or resource uuu_user_fa Data Definition SYS Medium Name x Field Label Fax of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the fax number of a user or resource uuu_user_fir Data Definition SYS Medium Name stname Field Label First Name of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the first name of a user or resource uuu_user_h Data Definition SYS Medium Name omephone Field Label Home Phone of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the phone number of a user or resource uuu_user_la stname Data Definition SYS Medium Name Field Label Last Name of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the last name of a user or resource 151 Unifier Reference Guide Data Element uuu_user_m obilephone Information Data Definition SYS Medium Name Field Label Mobile Phone of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the mobile phone number of a user or resource uuu_user_p ager Data Definition SYS Medium Name Field Label Pager
123. runtime gt For manager classes Everything that belongs to that class Each record contains all information on that item in the class gt For manager sheets All the sheets that have been created for the manager These sheets consolidate information and display whatever data they were designed to monitor gt For shells visible in Administration mode only Every shell that was created for that shell type Each record contains all the information about how the shell is configured For business processes shells the Space Manager and code and record based managers you can design either a standard log or an advanced log that will work with the master business process log and data pickers An advanced log creates an extra navigation structure that makes it easier for users to choose records to work with 450 Data Dictionary Term Definition Longitude An angular measurement in degrees ranging from 0 at the prime meridian to 180 eastward and 180 westward Longitude denotes the location of a place either east or west of the prime meridian See also Latitude Manager In Unifier managers are a means to create consolidate and monitor such things as schedule activities company assets or project shell or company costs Most managers work as nodes in the Unifier navigator where users can create both the items to manage and an electronic sheet where these items can be consolidated and monitored Y
124. step in the workflow or whenever an email notification is sent regarding the status of the business process or both The folder path is specified with a formula when the business process is designed The Document Manager folders created and used for automatic publication are based on the values of the data elements specified in the formula for the uuu_dm_record_info_path data element Use the delimiter to build the path in the formula for example State County City The is the only valid delimiter You do not need to use the in the beginning or the end of the path This field is always read only and cannot be auto populated reverse auto populated or populated as the result of a formula Can be placed ina hidden block uuu_duratio Data Definition Decimal Amount n Field Label Duration of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering an activity s duration 215 Unifier Reference Guide Data Element uuu_duratio n_baseline Information Data Definition Decimal Amount Field Label Baseline Duration of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets Use This Element For Displaying the baseline duration of a project on the schedule sheet This element produces an automatic formula of duration finish start This is one element of a set that includes uuu_start_
125. this field will be specified in Unifier and will be available under the project shell Project Type Type String Size 5 Input Method Drop down list Use on Upper or detail forms of project shell level BPs Description You can create any number of data elements fields using this definition The data set for this field will be specified in Unifier and will be available under the project shell as a project type field when you are defining a project in Unifier 65 Unifier Reference Guide Data Information Definition Record Type String Number Size 20 Data Input Method Text box Use on Upper forms Description You can create any number of data elements fields using this definition Unifier provides a default field based on this definition and will assign a record number based on the configuration in Unifier Resource Type Integer Picker Size 0 Input Method Picker Use on Upper forms of Time Sheet BPs including those for mobile devices read only Description Picker for selecting resources for assignment to projects and for reporting time worked This definition is fixed and cannot be used to create any other data element Record Type String Status Size 128 Pulldown Input Method String Use on Upper or detail forms of a non Workflow Business Processes forms Description Use this DD to create DEs which can Reverse Auto Populate into the Status element of non Workflow Business
126. to December 2099 is valid but January 2000 to December 2100 is not If a lease for longer than 100 years is necessary you will have to set up multiple payment term lines to accommodate it uuu_lIse_esc _freq_len Data Definition Decimal Amount Field Label Escalation Frequency Term Length of Characters n a Where to Use it Lease BPs Use This Element For Specifying how often the escalation should occur time wise such as every 12 months Not applicable if None is chosen for the Escalation Method 132 Data Elements Data Element Information uuu_lse_esc Data Definition Drop down list _freq_type Field Label Escalation Frequency Term Type of Characters n a Where to Use it Lease BPs Use This Element For Specifying how often the escalation should occur time wise such as every 12 months This data element is a pull down that offers a choice of term types gt Days gt Weeks gt Months gt Years Not applicable if None is chosen for the Escalation Method This element works in conjunction with these elements gt uuu_Ise_esc_freq_type gt uuu_lse_esc_method gt uuu_lse esc value Examples For a lease that escalates by 2 every 5 years gt uuu_lse esc method gt uuu_lse esc value 2 gt uuu_Ise_esc freq len 5 gt uuu_Ise_esc_freq_type Years For a lease that escalates by 200 every 5 years gt uuu_lse_esc_ method Fixed gt uuu_lse_esc_ value 20
127. to the BP without accepting the task Note Use this permission selectively This permission is best for someone such as a project manager who may need to comment on BP steps that s he is not normally a participant in but who has view permissions for Reports User Defined This setting Allows users to Create Create user defined reports Full Access Access to all UDRs created for the project regardless of owner User can edit change permissions or delete reports Reports Custom This setting Allows users to View View custom reports Reports System This setting Allows users to View Project Records View project records View Company Records View company records 321 Unifier Reference Guide This setting Allows users to View user Records View user records Extracting Data for User Defined Reports The following table lists the standard data types that are available for user defined reports UDRs and which level you can use them on Use this data type Standard Shell Program Company UDR Project Template Accounts Sheet x Active Task Information x xX x x Asset Summary Sheet X Commitment Funding x x xX xX X Commitment Summary x xX X Company Cash Flow x Company Cost x Company User Information X Cost Sheet WBS X x x X Cost Transactions WBS x x x X Cos
128. uuu_project_creator element although it does not need to be on the same form uuu_proj_p Data Definition SYS Medium Name hone Field Label Phone of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Entering the project phone number You must include this element if you use the uuu_project_creator element although it does not need to be on the same form 247 Unifier Reference Guide Data Element Information uuu_proj_st Data Definition SYS Medium Name ate Field Label State of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the state line of the project address You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_te Data Definition Project Template Picker mplate_pick Field Label Project Templates i of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Choosing a template for an auto created project You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_zi Data Definition SYS Medium Name p Field Label Zip of Characters n a Where to Use it Up
129. where Unifier users can plan for new projects and proposals and create forecasts for those projects that are already running in Unifier They cannot administer planned projects the way they administer real projects in Unifier however they can manage the planning phases for these projects as business processes in Unifier using the same functions used by other business processes Planning Sheet The company Planning Sheet provides an overview of all plans being considered by the company The Planning Sheet is central to Planning Manager functions It is from this sheet that users access create update and import or export company plans From the planning sheet users can automatically update plans with changes made on the planning sheet Reciprocally they can refresh the planning sheet with changes made to individual plans Pickers Pickers appear as selection lists on business processes and other Unifier components These pickers allow the user to choose elements such as dates blanket POs other users companies line items funds or currencies For a complete list and description of the pickers that are shipped with uDesigner and Unifier see Chapter 5 Pickers Predecessor A dependency an activity or task that must occur before another activity or task On schedules predecessor relationships between activities are shown as lines terminated by arrows Private bid A bidding process open to a specific set of bidder
130. will assign a record number or identifier based on configuration in Unifier to this element This element can also be a hyperlink that opens a BP record created by an activity that is part of a scope management function 122 Data Elements Data Element Information short_desc_ Data Definition SYS Short Description Text Field Label Short Description of Characters 50 Where to Use it Detail form of any Line Item type business process Use This Element For Entering additional information regarding a line item This is a system defined element status Data Definition SYS Short Description Text Field Label Status of Characters 20 Where to Use it Upper form of any business process You cannot use this element as the master element in a dynamic data set Use This Element For Viewing or entering the status of a business process record This is a required field on both workflow and non workflow business processes The data set for this data element is based on the statuses that are selected as part of the business process design in uDesigner For workflow business processes this element will be read only and will be changed or updated based on the workflow step status For non workflow business processes this element is editable and required title Data Definition Short Description Text Field Label Title of Characters 50 Where to Use it Any business process Use This Element For
131. 0 gt uuu_Ise_esc freq len 5 gt uuu_Ise_esc_freq_type Years Note Escalation will differ slightly depending on the frequency used Over a 10 year lease term an escalation frequency of 1 year will differ from a frequency of 52 weeks or 365 days because of leap years Years with 366 days will make a difference and a frequency of 52 weeks might be a day or two short of a full year 133 Unifier Reference Guide Data Element uuu_Ise_esc _method Information Data Definition Drop down list Field Label Escalation Method of Characters n a Where to Use it Lease BPs Use This Element For Specifying the method by which rents should be escalated This data element is a pull down that offers a choice of fixed escalation methods Fixed amount Escalates the rent by fixed periodic increases Percentage Escalates the rent by a percentage such as an amount based on changes in landlord expenses None No escalations in rent uuu_lIse_esc _value Data Definition Decimal Amount Field Label Escalation Value of Characters n a Where to Use it Lease BPs Use This Element For Specifying how much a rent should be escalated either in a dollar amount or a percentage Not applicable if None is chosen for the Escalation Method uuu_lse_fre quency Data Definition Drop down list Field Label Frequency of Characters n a Where to Use it Lease BPs Use This Elemen
132. 0 Text 2000 Input Method Multiple text lines Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 2000 characters at runtime SYS Type String Description Size 500 Text 500 Input Method Multiple text lines Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 500 characters at runtime SYS Category String Expense Type String Category Size 128 Input Method Drop down list Use in P6 Unifier Integration The dataset values will get populated from P6 global object Expense Categories Description The values are from P6 available via integration The user cannot set a default value add new dataset values or edit the existing dataset values SYS Family Type Integer Identifier Size 0 Input Method Drop down list Use on Time detail form and Continuous Meter detail form of PM Book Description The DE uuu_rec_family_identifier uses this Integer pulldown data definition whose dataset is user defined All those lines which have the same value of this pulldown should be treated as belonging to the same family 73 Unifier Reference Guide Data Information Definition SYS Type Integer Frequency Size 0 Units Input Method Drop do
133. 1 10 You must include all 3 of these elements on the form for the baseline function to work correctly uuu_early_fi nish Data Definition Date Picker Field Label Early Finish Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing how soon an activity can be completed without affecting dependencies This is calculated as a result of the critical path calculation 162 Data Elements Data Element uuu_early_s tart Information Data Definition Date Picker Field Label Early Start Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing how soon an activity can be started without affecting dependencies This is calculated as a result of the critical path calculation uuu_estimat ed_duration Data Definition Decimal Amount Field Label Estimated Duration of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Viewing the estimated duration of an activity that is part of a scope management schedule This value is calculated from the estimated start and finish dates uuu_estimat ed_finish_d ate Data Definition Date Picker Field Label Estimated Finish Date of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Selecting the estimated f
134. Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or s
135. Allocated Roles To get these details Cost in Company Currency Cost in Project Currency Additional details Total Hours Construction Type Creation Date Description Location Name Number Organization Category Phase Project Std Complete Project Std Complete Construction Design Roles Currency Name Role Last Modified Description Role Name Role Created Date Role Status Shell Administrator Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Schedule Status Project Std Setup Date Project Std Start Date Project Std Site Project Shell Mailbox email id Shell Type Status Top Level Shell Name Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level iavel WBS Funding Shell Projects Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA 366 Extracting Data for User Defined Reports Use this Data Source in Base Currency Shell WBS Cost Summary in Default Currency Shell WBS Cost Summary To get these details AFC Assigned Budget Company Budget Rem
136. Attribute Available for Forms on Mobile Device No What it Does Use this picker to enter cost attribute information on a Cost Attribute form The values that populate this picker come from the Cost Attribute data definition defined in Unifier Note Do not use this picker on configurable manager attribute forms Currency Picker Data Element Name currencyid Information Label that will Appear on the Form Transaction Currency on business processes Resource Currency on Resource attribute forms Available for Forms on Mobile Device Yes What it Does Use this picker for choosing the currency on a Cost type BP or ona Resource attribute form If the user does not choose a currency or if you do not include a currency picker on the form the default is the project currency Unifier populates this picker with the currencies in the database Note Do not use this picker on configurable manager attribute forms Date Picker Displays an interactive calendar from which the date can be chosen 404 Pickers In addition to the pickers listed here you can create your own date pickers using the Date Picker data definition Unifier comes with a number of date pickers Data Element Name Information uuu_asset_acquisition_date Label that will Appear on the Form Asset Acquisition Date Available for Forms on Mobile Device Yes What it Does Asset Acquisition Date Use this picker
137. Attribute Forms gt Planning Sheets Use This Element For Specifying the date on which the planning sheet was last updated uuu_plannin g_item Data Definition SYS Short Description Text 120 Field Label Planning Item of Characters 120 Where to Use it Detail form of a Planning Item Use This Element For Entering a name for a planned project or initiative Request for Bid Use the following data elements for creating the Request for Bid business processes uuu_bid_co unt Data Element Information Data Definition Integer Amount Field Label Bid Count of Characters 10 Where to Use it RFB business processes Use This Element For Viewing the number of bids received 141 Unifier Reference Guide Data Element uuu_bidders _count Information Data Definition Integer Amount Field Label Bidders Count of Characters 10 Where to Use it RFB business processes Use This Element For Viewing the number of bidders who were invited uuu_contact _company Data Definition SYS Medium Name Field Label Contact Company of Characters 64 Where to Use it RFB business process form that is flagged as the vendor master at the company level Use This Element For Entering a vendor or bidder company name as part of a business process ex Vendor Master RFB business processes will display values under this data element during the bid invitation process u
138. BS Project Funding Records Funded at Commitment Level Records Funded at Project Records Funded at WBS Level Transient Records Funded at Commitment Level Transient Records Funded at Project Level Transient Records Funded at WBS Level evel WBS Funding Shell Project Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA 377 Unifier Reference Guide Use this Data Source in Base Currency Shell WBS Cost Summary in Default Currency Shell WBS Cost Summary To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Transient Funded Records Unfunded Records Yet To Buy Schedule of Value SOV Use this Data Source SOV To get these details Assignment Breakdown Description Breakdown Name Additional details
139. Base Currency Assets Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Level Records Funded at WBS Level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding 346 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Cost Record Approval Date Record Amount in Base Base Currency Currency Base Currency Label Record Amount in Project business Process Name Currency Business Process Type Record No Creator Reference Number Due Date Send Date Project Currency Ag Project Currency Label Tig Rate in Base Currency Mangacion Currency Rate in Project Currency Transaction Currency Label Record Amo nt Update SOV Status General Cell Phone Last Name Comment Attachment Mark Company Name Login ID ni Company Short Name Markup Name a E Smeaton Dale Pager ment Attachment Markup Creator Registry Email Role Fax Size First Name Welcome Email Home Phone Work Phone Line Item Amount Item No Amount in Base Currency Rolled Up Amount in Project Currency Short Description Description WBS Code Effective Date WBS Item Funding Source Work Package
140. Base Currency Hours Cost in Project Currency Sheet Type Date Resources Address Resource Created Date City Resource Last Modified Country Resource Timezone Default Role Resource Capacity Description Resource Code Email Resource Name Fax Resource Status First Name State Home Phone Time Zone Last Name Title Mobile Phone Work Phone Pager Zip code Roles Currency Name Role Last Modified Description Role Name Role Created Date Role Status Extracting Data for User Defined Reports 373 Unifier Reference Guide Use this Data Source Shell To get these details Administrator Construction Type Creation Date Description Location Name Number Organization Category Phase Project Std Complete Project Std Complete Construction Design Additional details Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Schedule Status Project Std Setup Date Project Std Start Date Project Std Site Project Shell Mailbox email id Shell Type Status Top Level Shell Name Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at iava
141. Business Processes 97 Unifier Reference Guide Data Element bitemID Information Data Definition WBS Picker Field Label WBS Code of Characters n a Where to Use it Upper form of any business process in a project or shell except an RFB bidder BP Detail form of gt Line Items with WBS Code types of cost BPs gt Line Items with Both WBS Code and Fund Code types of cost BPs gt Commit at Company Level cost BPS gt RFBs Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a WBS code The codes the user can choose from depend on the WBS codes defined on the cost sheet of the project When placed on an upper form note the following behaviors gt This element is typically placed on an upper form for the purpose of auto creating line items on a cost business process using a BP Line Item Creator When used in this case the picker will populate the WBS code field on the line item being created gt It will not roll up values to the Cost Sheet gt The user will be able to remove the WBS code from the picker if it is editable When this happens any field values that were auto populated from the WBS attribute form will be reset gt If the user copies a record containing a WBS picker that has been marked inactive the code will still be copied gt If the user copies a record containing a WBS picker that has been deleted from the Cost Sheet the pic
142. Data Source Commitment Summary To get these details Breakdown Description Breakdown Name Additional details Commitment Base Record Commitment Description Commitment Cost Attributes Cost Code Code Name Segments lt any other generic cost attribute form fields gt Commitment Summary Sheet base commits all statuses change commits all statuses general spends all statuses Commitment Summary 1 to 25 Commit Remaining Balance 334 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Company Company Contact Company Short Name Company Creation Date Company URL Company Description Help URL Company Name Registry Company Company Account Codes Projects Accounts Summary in Base Currency Assets Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Shell Administrator Construction Type Creation Date Description Location Name Number Organization Category Phase Project Std Construction
143. Decimal Amount ompletionD Field Label Is picked from the specifications uration of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Completion Duration data from P6 uuu_P6Rem Data Definition Decimal Amount ainingDurati Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Remaining Duration data from P6 uuu_P6Prim Data Definition SYS P6 Activity Constraints aryConstrai Field Label Is picked from the specifications m of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Primary Constraint data from P6 uuu_P6Sec Data Definition SYS P6 Activity Constraints ondaryCons Field Label Is picked from the specifications tramit of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Captur
144. Description Text 250 _code Field Label Outline Code of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing the level of an activity within the schedule sheet The code will change as activities are added above or below or outside the or inside the activity Read only field uuu_resc_a Data Definition Currency Amount ssign_amt Field Label Amount of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the amount or cost of the effort If the resource selected is hard booked this field is read only and the value is calculated automatically by multiplying Quantity Qty with Rate Otherwise this data element is editable The user can enter a value in Unifier or create a formula in uDesigner to calculate the amount uuu_resc_a_ Data Definition Currency Amount ssign_amt_ Field Label Baseline Amount i of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of an amount when user sets a baseline in Unifier The information in the Amount data element is copied into this data element Read only field 167 Unifier Reference Guide Data Element Information uuu_resc_a_ Data Definition Currency Amount ssign_amt_ Field Label Baseline Amount 1 10 sa a of Characters
145. Fund Code gt Line Items with Both WBS and Fund Codes Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a fund code The element shows active company level fund codes If a Fund Attribute form has not been created in uDesigner Unifier will define the layout of the data element If you create a Fund Attribute form you can configure your own layout based on the attributes added to the form scheduled_ Data Definition Currency Amount value Field Label Scheduled Value of Characters 50 Where to Use it Detail form of Commit at Company Level type Payment Applications business processes Use This Element For Viewing the sum total of the contract Base Commit Change Commits against a line item This is a system defined element short_desc Data Definition SYS Short Description Text Field Label Short Description of Characters 50 Where to Use it Detail form of any Line Item type business process Use This Element For Entering additional information regarding a line item This is a system defined element 191 Unifier Reference Guide Data Element Information status Data Definition SYS Short Description Text Field Label Status of Characters 20 Where to Use it Upper form of any business process You cannot use this element as the master element in a dynamic data set Use This Element For Viewing or entering t
146. Group Activity Latest Progress As Finish Date Of Float Activity Name Forecast Duration 1 amp 2 Activity Percent Complete Forecast Finish 1 amp 2 Activity Resources Forecast Start Activity Status Is Summary Row Activity Total Costs Per Late Finish WBS Eel by Work Hours Late Start Actual Duration Linked BP Name Actual Finish Date Non Labor Costs Actual Start Date Outline Level peste Activity Data Outline Number Duration Predecessor ETC een Record Number Pany Pnishi Record Status Early Start Show as Milestone Earned Amount Start Date Earned Progress Tag Estimated Duration Shell Administrator Project Std Notes Construction Type Creation Date Description Location Name Number Organization Category Phase Project Std Construction Complete Project Std Design Complete Project Std Planned Completion Date Project Std Revised Completion Date Project Std Schedule Status Project Std Setup Date Project Std Site Project Std Start Date Project Shell Mailbox email id Shell Type Status Top Level Shell Name 376 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Activity Dependency Activity Name NA Lag Task Relation Activity WBS Codes Split Percent NA WBS Code WBS Item Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by W
147. Guide This setting Terminate Workflow Allows users to Terminate a BP record This permission overrides the Do not allow creator owner to terminate record option in the Business Process Configuration window Note Do not use this permission for single record BPs View All Records View all records in the logs no matter what users were involved in the workflow partner or sponsor company View Company Records View all records created by sent to or copied to any user in your company View User Records View only those records the user created received was copied on or for which the user participated in the workflow View Hidden Comments View comments marked as hidden Hide Record Audit Log Hide the audit log information of a record Hide Task Statuses Hide the workflow progress window Allow Bulk Edit Update the workflow status of all BPs ina shell or project or edit multiple records with similar edits Add General Comments Add a general comment to any BP record they can view workflow or non workflow regardless of the workflow step and regardless of the assignee or Cc settings With this permission any user with view permission for the BP can add a general comment to the form even if the business process is at a terminal or terminated status The user does not have to be an assignee or cc d user If the user is an assignee s he can add commen
148. Identifying which space records are linked to a uCAD space polyline in an AutoCAD drawing This is a read only data element It can be placed in a hidden block on the forms gt gt gt gt 182 Data Elements uuu_sp_uo m Data Element Information Data Definition SYS Space Unit of Measure Field Label Unit of Measure of Characters 128 Where to Use it Space detail form Use This Element For Entering the unit of measure for space measurements User Administration Use the following data elements for creating the detail forms for the User Administration uuu_user_c ompany Data Element Information Data Definition SYS Medium Name Field Label Company of Characters 64 Where to Use it User Administration form Use This Element For Entering the company name of a user uuu_user_d Data Definition SYS Date Format ateformat Field Label Date Format of Characters n a Where to Use it User Administration form Use This Element For Entering the date format of a user uuu_user_e Data Definition SYS Medium Name mail Field Label E Mail of Characters 64 Where to Use it User Administration form Use This Element For Entering the email address of a user uuu_user_fa Data Definition SYS Medium Name x Field Label Fax of Characters 64 Where to Use it User Administration form Use This Element For Entering the fax number of a user 183
149. Integer Day of Size 0 Month Input Method Drop down list Use on Lease business processes Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to specify a pay date for a lease or invoice business process SYS Type String Payment Size 50 Frequency Input Method Drop down list Use on Lease business processes Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to select a payment frequency for an invoice or payment request business process SYS Type String Payment Size 100 Type Input Method Drop down list Use on gt Lease Allocation Template gt Lease business process Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to select a payment type for a lease allocation template For this data definition the Unifier Administrator must create a data set of payment types 29 Unifier Reference Guide Data Information Definition SYS Type String Proration Size 50 Method Input Method Drop down list Use on Lease business processes Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to specify the method by which lease payments shoul
150. Latest Payment Due Date Available for Forms on Mobile Device Yes What it Does Latest Payment Due Date Use this picker on Lease BPs to display the Latest payment due date 411 Unifier Reference Guide Data Element Name Information uuu_lIse_end_date Label that will Appear on the Form End Date Available for Forms on Mobile Device Yes What it Does End Date Use this picker on Lease BPs to display the Date on which a lease term ends uuu_lse_pay_creation_date Label that will Appear on the Form Payment Creation Date Available for Forms on Mobile Device Yes What it Does Payment Creation Date Use this picker on Lease BPs to display the Payment creation date uuu_lIse_start_date Label that will Appear on the Form Start Date Available for Forms on Mobile Device Yes What it Does Start Date Use this picker on Lease BPs to display the Date on which a lease term starts 412 Fund Picker Data Element Name Information row_id Label that will Appear on the Form Funding Source Available for Forms on Mobile Device Yes What it Does Use this picker on Cost type BPs to choose which fund from the Company Funding Sheet the BP will allocate funds to or consume funds from Unifier populates this picker with the fund codes created with the Fund attribute form Note Do not use this picker on configurable manager attribute forms Generic Cost C
151. Level Shell Name 370 Extracting Data for User Defined Reports Use this Data Source Shell Funding Summary in Base Currency To get these details Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Additional details Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level aval WBS Funding Shell Projects Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA Shell WBS Cost Summary in Base Currency Shell WBS Cost Summary in Default Currency AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy 371 Unifier Reference Guide
152. Numeric Query Based Information Type Float Size 0 Input Method Currency Use on gt Upper form of any business process except the RFB bidders form and company level single record BPs including those for mobile devices Description You can create any number of data elements using this definition Data elements built on the SYS Numeric Query Based data definition extract data from any business process or manager sheet These elements prompt Unifier to run a query to extract the information This query is created by the administrator at the time the business process is configured These elements are updated gt When a user opens the business process Unifier runs the query and if conditions are met displays the latest value in the query based field gt When a user changes the value in a trigger element on a business process form The trigger element prompts Unifier to run the query again and dynamically update the value in the query based field Creates a read only field You can place up to five query based elements on a form SYS Overbookin g Options Type String Size 0 Input Method Drop down list Use on The Data Elements DEs must be placed in a Shell Business Process and the Activity Sheet must be located in the same Shell gt Asset class forms gt Detail attribute form for a configurable manager gt Detail attribute form for a document gt Detail attribute form for a
153. ORACLE PRIMAVERA Unifier Reference Guide Release 15 1 March 2015 Contents Data Definitions were seg ec cneinemeeae nanan tnandace ie a lanciceecants 7 Asset MANAGE norisrssisiie siroti es Es sae Ee EEEE EENE RREO AEE EEEE E ARENE es 7 Configurable Manager sesssresssiresrresosir isise siteiti n inns E 10 Cost Manager viccie ceesdcetceersedeeeseseveeseeeddauadedeviuaeeebdee ENAERE E EREE EARNS ees 14 Cost Attribute PONS sessssssssesosesossccseecosecosescosecoseroseccosesosseossesosesoo 14 F nd Attrib te FMS iansuec Guy oneubiveens oor ekvekivbence EEEE EEEE TEEF 14 Cost Business PrOCESSES iiivsusdssanddvidvandeenscawvavedsaeverdoxsedeviierxdavdswsaddaniasweees 15 Doc ment Mana gef sses sinners siret os Ennens EEEa E EEEE CAE EEA EET a K 16 Global Data Definitions ie sseinreirescni s inrano na E a E E 17 Lease BUSINESS Pr CeSSES cssc cas sitiens itos ent kEi nEn ETE EEEE EERTE EEEE EEEE eae 28 Planning Manage ecsneieroeoceriin ees iira eoa E E OEE a a 30 Resource MANAGE sss ssrsssorerspin sso eeue vous seas r Sar EE eae seus PERENE KEAPER SIEEN vous sees 33 Schedule Manager ssesssesosescseccosecosscossesosesoserosescoseccoossossesosesoseroseseoee 35 Shell Managen wis saccuccacuaucesiatarvanieeawsosdteauconsdasesodsndunwenaeagueassniaceesaneareods odes 44 Space MANAGED isisiseis ossis s Ttr sri ster sii ETENEE EEEE NDES EEEE VEREER REEE VERNET A 48 Alphabetical List sisscrsssrenircrseneirennre nsten tni titin tte K
154. Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level level WBS Funding Shell Project Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA 326 Extracting Data for User Defined Reports Use this Data Source in Base Currency Shell WBS Cost Summary in Default Currency Shell WBS Cost Summary To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Cost Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecas
155. Reference Guide Data Element Name uuu_dm_created_by Information Label that will Appear on the Form Owner Available for Forms on Mobile Device Yes What it Does Owner Use this picker on a Document attribute form to identify the owner of a document uuu_file_create_by Label that will Appear on the Form Upload By Available for Forms on Mobile Device Yes What it Does Upload By Use this picker on a Document attribute form to identify the person who uploaded the document to the Document Manager creator_id Label that will Appear on the Form Creator ID Available for Forms on Mobile Device Yes What it Does Creator ID Use this picker on any type of business process form to identify the person who created the BP record WBS Picker Data Element Name bitemID Information Label that will Appear on the Form WBS Code Available for Forms on Mobile Device Yes What it Does Use this picker on Cost type BPs except line item BPs to choose WBS codes The picker will show all active WBS codes in the project This picker is populated by the WBS code records that were created with the Cost attribute form Note Do not use this picker on configurable manager attribute forms 422 WBS Code Picker Data Element Name uuu_cost_code Information Label that will Appear on the Form WBS Code Available for Forms on Mobile Device Yes What it Does
156. Resource Notes gt This DE is necessary for successful integration of a Shell with P6 when its uuu_int_schedule_type Resource Loaded or Cost Loaded gt This is not a required DE for a Role attribute form gt If you place this DE on a Role attribute form ensure that the DE is marked as Editable gt If you place this DE on a Role attribute form you can mark this DE Required or Read only gt This element can be placed on any other form a custom PD DE and can be marked as Editable Required or Read only uuu_to_ date Data Definition Date Picker Field Label To Date of Characters n a Where to Use it Resource Booking business processes Use This Element For Entering the time frame for which a resource is being booked uuu_user_a Data Definition SYS Medium Name ddress Field Label Address Line 1 of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the street address of a user or resource uuu_user_ci Data Definition SYS Medium Name ty Field Label City of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the city of a user or resource 150 Data Elements Data Element Information uuu_user_c Data Definition SYS Medium Name ountry Field Label Country of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the country of a user or
157. SOV Base Record SOV Description Company Company Contact Company Creation Date Company Description Company Name Company Short Name Company URL Contact Email Email Notifications Help URL Instructions Label Registry Share with Wire URL 378 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details SOV Cost Attributes Cost Attribute Status Cost Type Summary Level Description Summary WBS Display Order WBS Code External Ref ID WBS Item Owner WBS Segments SOV Sheet Commits Remaining Scheduled Value Balance Shell Construction Type Project Std Notes Creation Date Project Std Planned Description Completion Date Location Project Std Revised Nane a rojec Schedule Se on Status AN ategory Project Std Setup Date z en E TAN Project Std Site rojec Construction Complete Ait Std Start Date Project Std Design nel yne Complete Status Top Level Shell Name Company Company Account Codes Projects Accounts Summary in Base Currency Assets Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transien
158. Schedule Activity Attribute forms Use This Element For Selecting the estimated start date of an activity that is part of a scope management schedule 217 Unifier Reference Guide Data Element uuu_file_cr eate_by Information Data Definition User Picker Field Label Upload By of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Specifying the name of the person who uploaded a document uuu_file_cr eate_date Data Definition Date Picker Field Label Upload Date of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the date and time a document was created uuu_file_iss ue_date Data Definition Date Picker Field Label Issue of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms Use This Element For Entering the date and time a document was issued uuu_file_re vision_no Data Definition SYS Short Description Text 250 Field Label Revision No of Characters 250 Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the revision number of a document You can use this as a place holder 218
159. Start Date wecempiele Shell Type 2 Std Construction Top Level Shell Name Snapshots Creator NA Date Created Title Shell Funding Summary in Base Currency Project Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Project Level Records Funded at WBS Level WBS Funding Shell Projects Std Custom Project Type NA 328 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Shell WBS Cost Summary AFC Labor Costs in Base Currency Assigned Budget Non Labor Costs Shell WBS Cost Summary Company Budget Prior Forecasts in Default Currency Remaining Balance Project Budget Remaining Company Budget Variance Balance Company Commits Project Budget Variance Company Costs Project Commits Company Forecasts Project Costs Company Forecasts Project Forecasts Variance Project Forecasts Variance Company Forecasts Project Forecasts Unaccepted Unaccepted Company Manual Funding Project Manual Funding by by WBS WBS Company Revised Budget Project Revised Budget Company Spends Project Spends Company WBS Funding Project WBS Funding Fixed Costs Resource Actuals Funded Records Unfunded Records Yet To Buy Snapshots Curves Curve Name From Date Curve Type Profile Datapoint Date To Date Datappoint Value in Project Total Currency Total Project Datapoint Value in Unassigned Transaction Unassigned Project Currenc
160. The updated value will appear as the user makes changes to the form however the payment schedule will not be re calculated until the user clicks Finish Editing or sends the form on to the next step in a workflow Not available for auto population and formulas uuu_lse_sta Data Definition Date Only Picker rt_date Field Label Start Date of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying the date on which a lease term starts 139 Unifier Reference Guide Data Element uuu_lIse_str aight_line Information Data Definition Radio Button Field Label Straight Line of Characters n a Where to Use it Lease BPs Use This Element For Specifying whether or not the lease payment calculation should be based on a straight line calculation uuu_lse_ter Data Definition Integer m_modifier Field Label Term Modifier of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying a lease term modification such as plus or minus 60 days that should be added or subtracted from the term of the lease When Unifier calculates the payment schedule for straight line rent it will accumulate the start and end dates included in the line items and add or subtract the value in this field when it calculates the term of the lease to calculate the term of the lease This field does not change the dates on the line items When you open th
161. This Element For Entering the forecast finish date of an activity The user can also define a formula in uDesigner to calculate this date uuu_activity _fc_duratio n_1 Data Definition Decimal Amount Field Label Forecast 1 Duration of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing the forecast duration of an activity This value is calculated based on the Forecast 1 Start date and the Forecast 1 Finish date Read only field uuu_activity _fe_start_2 Data Definition Date Picker Field Label Forecast 2 Start of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the forecast start date of an activity The user can also define a formula in uDesigner to calculate this date uuu_activity _fe_finish_2 Data Definition Date Field Label Forecast 2 Finish of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the forecast finish date of an activity The user can also define a formula in uDesigner to calculate this date uuu_activity _fc_duratio n_2 Data Definition Decimal Amount Field Label Forecast 2 Duration of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing the forecast duration of an activity This value is calculated based on the Forecast 2 Start date and the Forecast 2 Finish date Read o
162. This Element For Gathering constraint information about an activity Drop down list for selecting a constraint between activities on a schedule sheet A constraint ties a successor activity start date to a predecessor activity completion date after observing dependencies and lags Available constraints in Unifier are As soon as possible ASAP and None As soon as possible If the start date of a predecessor activity changes this option either pulls in or pushes out the start date of an ASAP constrained successor activity accordingly If an ASAP constrained activity does not have a predecessor the schedule sheet start date determines the activity start date un started ASAP constrained successor activities align accordingly None The start date of a None constrained activity does not change if the start date of a predecessor activity changes The schedule sheet start date does not determine the start date of None constrained activities that do not have predecessor activities When the schedule sheet is imported Unifier sets all values to None the user must set any desired activity constraints It is available for user defined reports and data views uuu_activity Data Definition Currency Amount _earn_amt Field Label Earned Amount of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the earned progress in form of an amount The user can define a formula in uDesigner to ca
163. This Element For Referencing a Commit at Company Level or Blanker PO business process A business process can have only one data element of this type Picker works in conjunction with the reference process created as part of a business process definition in uDesigner ref_bpo_line Data Definition BP Line Item Picker item Field Label Reference BPO Line Item of Characters n a Where to Use it Detail forms of a of Generic Cost Manager Commit or Change Commit type of business process Note Do not use this picker on configurable manager attribute forms Use This Element For Referencing line items of Commit at Company Level or Blanket PO business processes A business process detail form can have only one data element of this type Picker works in conjunction with the Reference BPO picker on the upper form of the business process scheduled_v alue Data Definition Currency Amount Field Label Scheduled Value of Characters 50 Where to Use it Detail forms of a of Generic Cost Manager Payment Application type business processes Use This Element For Viewing the sum total of the contract Base Commit Change Commits against a line item This is a system defined element 120 Data Elements Data Element Information uuu_sovlinu Data Definition Commit Line Item Picker m Field Label Reference of Characters n a Where to Use it Detail form of Generic Cost M
164. Time Zone of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the time zone of a user or resource uuu_user_ti mezone_pre f Data Definition SYS User Time Zone Field Label Time Zone of Characters n a Where to Use it User Administration form Use This Element For Entering the time zone preference of a user 276 Data Elements Data Element Information uuu_user_ti Data Definition SYS Medium Name tle Field Label Title of Characters 64 Where to Use it User Administration form Use This Element For Entering the title of a user uuu_user_w Data Definition SYS Medium Name orkphone Field Label Work Phone of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the work phone number of a user or resource uuu_user_zi Data Definition SYS Medium Name p Field Label Zip Code of Characters Where to Use it Resource Attribute form Use This Element For Entering the zip code of a user or resource uuu_week_ Data Definition Date Picker picker Field Label Week of of Characters n a Where to Use it gt Resource Booking business processes gt Time Sheet business processes Use This Element For Indicating a specific week for something such as a time sheet entry wpid Data Definition Work Package Picker Field Label Work Package of Characters n a Where to Use it D
165. Unifier This element can work in conjunction with the Space Picker uuu_phy_space_picker It is mandatory on any company level BP or Asset class that includes a Space Picker It is optional on any project shell level BP that includes a Space Picker uuu_dm_cr eate_by Data Definition User Picker Field Label Owner of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Specifying the owner of a folder or document and displaying the user information 212 Data Elements Data Element Information uuu_dm_cr Data Definition Date Picker eate_date Field Label Creation Date of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the date and time a folder was created uuu_dm_de Data Definition SYS Short Description Text 250 scription Field Label Description of Characters 250 Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering a description of a document or folder uuu_dm_no Data Definition SYS Short Description Text 250 de_name Field Label Name of Characters 250 Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document busi
166. Unifier tallies the role amounts for an activity and displays the activity amount in cash flow provided the activity is associated with at least one WBS code Note If you include a Role Data Picker on the form you must also include the Role Amount uuu_ role_amt field on the form 38 Data Definitions Data Information Definition SYS Activity Type Integer Calendar Size 0 Input Method Drop down list Use on Activity Attribute forms Description Drop down list for selecting an activity calendar 39 Unifier Reference Guide Data Definition SYS Activity Codes Information Type Size Input Method Drop down list Use on Activity Attribute forms Description Drop down list for selecting an activity code The data set for this field will be specified in Unifier 40 Data Definitions Data Information Definition SYS Activity Type String Status Size 50 Input Method Drop down list Use on Activity Attribute forms Description Unifier provides fixed activity statuses of Not Started In Progress Complete and Not Applicable This definition supports the Scope Management feature of the Schedule Manager 41 Unifier Reference Guide Data Definition SYS Date Logical Datasource Information Type Date Size 0 Input Method Picker Use on Activity Attribute forms including those for mo
167. WBS Funding Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Shell Project Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA 333 Unifier Reference Guide Use this Data Source Shell WBS Cost Summary in Base Currency Shell WBS Cost Summary in Default Currency To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Cost Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Commitment Summary Use this
168. YS Short Description Text 250 n_no Field Label Revision No of Characters 250 Where to Use it Detail form of document business processes Use This Element For Entering the revision number of a document uuu_title Data Definition SYS Short Description Text 250 Field Label Title of Characters 250 Where to Use it Detail form of document business processes Note This title will not appear in the view reference records feature If you want the title to appear in this feature use the system defined title element instead Use This Element For Entering the title of a file Generic Cost Manager Use the following data elements for creating the forms and the business processes and attribute forms for the Generic Cost Manager 118 Data Elements Data Element Information uuu_cm0_c_ Data Definition Generic Cost Code Picker ode Field Label Cost Code of Characters n a Where to Use it gt Generic Cost Manager Attribute Form gt Generic Cost Manager business processes gt RFB detail forms Note Do not use this element on a Shell or configurable manager attribute forms Use This Element For Define a cost code for a generic cost manager at runtime in Unifier The picker will show only active codes Unifier determines how to display codes based on the Generic Cost Manager Attribute form uuu_cm0_n Data Definition SYS Short Description Text 120 ame Field Label Code Name
169. _before_after element to specify the minutes before or after the event Note Unifier will automatically add this element to the design if it was omitted on the Reservation form uuu_sovlinu m Data Definition Commit Line Item Picker Field Label Reference of Characters n a Where to Use it Detail form of Commit at Company Level type Change Commit business processes with SOV type individual line items Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting line items from the schedule of values SOV for a change commit BP This element works in conjunction with the WBS picker you specify on the detail form of a change commit business process Note This element is applicable only if the Base Commit business process SOV line item type was defined as Individual Commit Line Items 112 Data Elements Data Element Information uuu_to_ date Data Definition Date Picker Field Label To Date of Characters n a Where to Use it Upper form of Reservation BPs Use This Element For Entering the time frame for a reserved object uuu_unit_co Data Definition SYS Check Box st_contract Field Label Unit Cost Contract of Characters n a Where to Use it Detail form of Commit at Company Level type Base Commit business processes with Payment Application SOVs and SOV line items of Individual Commit Line Items type Use This Element For Specifyin
170. a Where to Use it Upper form of any cost BP Note Not available for company level BPs Use This Element For Overriding the base currency exchange rate when creating a cost transaction in Unifier To accommodate this rate override the BP must also contain a Currency Picker The user can override the exchange rate only on the Creation step of a business process or before clicking Finished Editing on a non workflow business process If the user overrides the exchange rate the override value will become the currency exchange rate and will be copied to the existing currency exchange rate fields on the form Because the exchange rate must be overridden on the Creation step only this element cannot be auto populated For integration you can specify a direction of Input Output or Both These directions will be used only when the business process is created otherwise they will be ignored uuu_before Data Definition SYS_Before_After _after Field Label Before After of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Selecting when a BP should be auto created relative to the event before or after This element works in conjunction with these elements to specify the days hours minutes before or after the event gt uuu_rsv_trigger_date gt uuu_rsv_trigger_days gt uuu_rsv_trigger_hrs gt uuu_rsv_trigger_min Note Unifier will automatically
171. a Definition BP Line Item Picker eitem Field Label Reference BPO Line Item of Characters n a Where to Use it Detail form of a Line Items with WBS Code type or Commit at Company Level type Commit or Change Commit of business process Note Do not use this picker on configurable manager attribute forms Use This Element For Referencing line items of Commit at Company Level or Blanket PO business processes A business process detail form can have only one data element of this type Picker works in conjunction with the Reference BPO picker on the upper form of the business process refid Data Definition BP Picker Field Label Reference Commit of Characters n a Where to Use it Upper form of any Change Order Spends or Payment Applications business processes to refer to the base commit Used in either the standard or generic Cost Managers Note Do not use this picker on configurable manager attribute forms Use This Element For Referencing a Base Commit business processes A business process can have only one data element of this type on the upper form Picker works in conjunction with the Reference Process created as part of a business process definition in uDesigner 190 Data Elements Data Element Information row_id Data Definition Fund Picker Field Label Funding Source of Characters n a Where to Use it Detail form of cost type business processes of sub type gt Line Items with
172. a Definition Date Picker ate Field Label From Date of Characters n a Where to Use it Upper form of a Reservation BP Use This Element For Entering the time frame for a reserved object 221 Unifier Reference Guide Data Element Information uuu_fund_c Data Definition SYS Short Description Text 250 ode Field Label Fund Code of Characters 250 Where to Use it Fund Attribute Forms Use This Element For Entering a fund code system defined data element uuu_fund_d Data Definition Fund Attribute Forms escription Field Label Fund Description of Characters 120 Where to Use it Fund Attribute Forms Use This Element For Entering additional information about a fund uuu_fund_f Data Definition Funding Category undcategor Field Label Fund Category y of Characters 100 Where to Use it Fund Attribute Forms Use This Element For Entering the category of a fund The data set for this field is specified in Unifier uuu_fund_f Data Definition SYS Short Description Text 120 undname Field Label Fund Name of Characters 120 Where to Use it Fund Attribute Forms Use This Element For Entering the name of the fund uuu_fund_I Data Definition SYS Long Description Text 2000 ong_desc Field Label Fund Long Description of Characters 2000 Where to Use it Fund Attribute Forms Use This Element For Entering additional information about a fund 222 Data Elements D
173. a Dynamic Data Set DDS 223 Unifier Reference Guide Data Element Information uuu_int_p6 Data Definition SYS Short Description Text 32 _project_id Field Label P6 Project ID of Characters 32 Where to Use it The Data Elements DEs must be placed in a Shell Business Process and the Activity Sheet must be located in the same Shell This Data element will always render as Read Only on a Shell attribute form Use This Element For The user must place this DE on WBS type Shell attribute form if the Unifier Project ID is different than the P6 Project ID Add this DE on a WBS type Shell Attribute form if the Unifier Project ID and the P6 Project ID do not match so Gateway can establish a link between the two products Notes gt This DE holds the ID of the P6 Project with which a Unifier Shell instance must be linked gt The P6 Project ID cannot be greater than 20 characters gt The user can use this DE if there is a need to integrate a Unifier Shell instances with P6 such that Unifier Shell ID is not the same as P6 Project ID gt The user can mark this DE as editable required or read only gt The user can update the Attribute form by way of Web Services gt If the user creates a new Shell by way of copy the value of this DE will not be copied in the new Shell instance gt Bulk editing is not available gt All remaining behavior of this DE is the same as any text DE uuu_issue_ Data D
174. ails View all project uMails in the Public Items folder View My Company uMails View uMails from any company users in the Public Items folder View My Umails View uMails in the Public Items folder that you sent or received 309 Unifier Reference Guide Mailbox This setting Allows users to Delete Delete the external emails in the Mailbox Reply Reply to the external emails in the Mailbox View View the external emails in the Mailbox and also in the Public Items node Information General All or Business Process by name This setting Modify Record Ownership Allows users to Transfer ownership of a record from one user to another The user with this permission setting does not need to be the current owner creator Note The current record owner will always have this ability regardless of whether this setting is selected Terminate Workflow Terminate a BP record This permission overrides the Do not allow creator owner to terminate record option in the Business Process Configuration window Note Do not use this permission for single record BPs Modify Step Assignment Not applicable View All Records View all records of the project no matter what users were involved in the workflow View Company Records View all records created by sent to or copied to any user in the company View User Records View only those records the user created
175. aining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Resource Manager Booked Resources Use this Data Source Booked Resources To get these details Cost in Company Currency Cost in Project Currency Additional details Total Hours 367 Unifier Reference Guide Use this Data Source To get these details Additional details Resources Address Resource Created Date City Resource Last Modified Country Resource Timezone Default Role Resource Capacity Description Resource Code Email Resource Name Fax Resource Status First Name State Home Phone Time Zone Last Name Title Mobile Phone Work Phone Pager Zip code Roles Currency Name Role Last Modified Description Role Name Role Created Date Role Status Shell Administrator Project Std Notes Construction Type Creation Date
176. akes up a project s critical path Cumulative Depreciation The total reduction of the value of an asset over a period of time Current Period The current reduction in the value of the asset Depreciation Custom Dashboard A custom dashboard displays Company level information and uses data cubes as its data source These are dashboards created externally outside of Unifier using third party SWF file creation tools and then can be configured for use in Unifier at either the company or shell level End users cannot modify these dashboards Custom Element A data element you have created See Data Elements Data Cube Definition A Data cube definition is a query tool you can use to extract data and display it on a block of a configurable dashboard 441 Unifier Reference Guide Term Data Definitions Definition Data definitions describe how data is entered into Unifier and stored The definition consists of the data type whether it is an alphabetical string or a number the data size in number of characters for strings and the input method from a text box pull down menu radio button or check box You must create data definitions before you specify the data elements for forms The data definitions dictate how the data element will enter and store the information in Unifier A data definition can belong to one of the following categories Basic Predefined or user defined Data Defi
177. ally in the Funding Manager to allow funding of in process records uCAD uCAD is a Unifier plug in that is installed on users desktops to work with AutoCAD uCAD is connected to Unifier through another application called the Unifier Client Configurator which is used to establish and maintain multiple connections between Unifier and an outside application Through this connection users can automatically import level and space design drawings from AutoCAD to uCAD uLink uLink is a Java application that uses Web Services requests to integrate information between other enterprise applications and Unifier Unifier Mobile The Unifier Mobile application enables Unifier users to download and view company level user defined reports including crosstab tabular and summary reports on a BlackBerry Upper Form An upper form is the upper portion of a business process form The upper form contains the basic information that the form is managing such as the name of a record and its description who created the record and when and so on It also contains general data entry informational or reference fields for the business process form See also Detail Form User Mode User Mode is the collaboration mode project users work in when creating and sending BPs or using Unifier functions such as the cost manager schedule manager or the document management system uStage See Staging Area
178. an entire project For example a simple construction project has a budget of 1000 This budget is scheduled to be consumed over a period of five days The BCWS will be 200 per day It is a key component for determining Earned Value See also Earned Value Budget of an Activity In terms of cost the total expense that will be incurred to complete an activity Contributors to this cost can be labor material equipment or other costs In terms of units of measure it is the total units that will be spent to complete an activity These units can be hours linear feet or other units of measure depending on the activity and the resources assigned to that activity Business Process BP A business process BP is a set of coordinated tasks and activities that lead to the accomplishment of a specific business goal For example creating routing and approving a purchase order is a business process BPs often include a workflow to specify how the business process should proceed from start to finish In Unifier BP also refers to the forms that drive the business process For most BPs these BP forms will become attached to the steps in a workflow for the purpose of exchanging information As part of the workflow users will use these forms to collaborate as a team to complete the business process 437 Unifier Reference Guide Term Business Process Types Definition Different business needs require diff
179. anager business process of type Change Commit with Commitments Summary type individual line items Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting line items from the Commitment Summary for a change commit BP This element works in conjunction with the cost code picker you specify on the detail form of a change commit business process Note This element is applicable only if the Base Commit business process line item type was defined as Individual Commit Line Items Global Data Elements Use the following data elements for creating most business processes and attribute forms Data Element Information amount Data Definition Currency Amount Field Label Amount of Characters n a Where to Use it gt Any formula calculation on any business process gt Any cost business process at company or project level If you use this element on an upper form it will be read only It will automatically add up all values from amount fields on detail forms so therefore cannot contain a formula or be auto populated or reset On a detail form this element can be editable Use This Element For Entering currency data on any business process The element is automatically formatted to display data with a comma separator If the data has a decimal value it will be rounded to display 2 values after the decimal point 121 Unifier Reference Guide
180. ards are shell specific and not user specific End users cannot modify these dashboards This differs from My Dashboard in that is it a shell view of the shell for all users to use and My Dashboard is a personalized view for a specific user and displays the information that the user wants to see The shell instance dashboard is a general view of specific shell data and is not specific to any one user view of data Administrators can create multiple shell instance dashboards per shell instance 459 Unifier Reference Guide Term Shell Manager Definition The Shell Manager is where uDesigner users create the shell types that will be used in Unifier In Unifier administrators group shells into hierarchies create shell instances and specify what functions and features will be included in the shell such as a cost manager standard or generic Document Manager Schedule Manager etc See also Shell Shell Type In Unifier shells are defined by type From this type users can create copies called instances For example a shell type could be Country and instances of this type could be Germany India and China These instances would be linked to the Country shell See also Shell Simple BP Business process that consists of an upper form only like a line item BP without the line items It is a way to add company or project information that does not require line
181. are assigned or removed from the activity uuu_activity Data Definition SYS Activity Status _Status Field Label Status of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Selecting the status of an activity that is part of a scope management schedule The statuses for these activities are predefined and cannot be modified The statuses are Not Started In Progress Complete and Not Applicable When an activity is part of a scope management schedule this is read only otherwise it becomes a pull down menu from which the user must choose the status Note The Not Applicable status is available only for scope management activities that have been switched to manual mode A Not Applicable status will retain existing dates and duration uuu_activity Data Definition SYS Description Text 500 _wbs_codes Field Label WBS Codes of Characters 500 Where to Use it Schedule Activity Attribute forms Use This Element For Viewing the WBS code associated with an activity Displays WBS code that were added to the WBS tab in the Activity Properties This data element is always read only and can be added as a schedule sheet column 159 Unifier Reference Guide Data Element uuu_activity _work_hrs Information Data Definition Decimal Amount Field Label Activity Work Hours of Characters n a Where to Use it gt Schedule Activity Attribute form gt Sch
182. artner log designed in uDesigner This picker will show all company and partner users based on the conditions defined by the Unifier Administrator when the business process configurable manager space or shell is configured User data pickers can be updated via bulk edit and integration You can create any number of data definitions and data elements fields using this definition Note Data elements created with this data definition cannot be auto populated via Web Services or CSV files User Picker Type Integer Size 0 Input Method Picker Use on Any form including forms for mobile devices On a company level BP it will show active company users at the project level it will show active and on hold project users at the shell level it will show active and on hold users Description Picker for selecting a user name Note The behavior of this definition differs from the User Data Picker Lease Business Processes Use the following data definitions for designing Lease business processes 28 Data Definitions Data Information Definition SYS Pay Type Integer Creation Size 0 Day of g Month Input Method Drop down list Use on Lease business processes Description Menu for choosing the amount of time in days zero to 30 before the payment due date that the invoice payment request should be created This time should include time for both creation and approval SYS Pay Type
183. assification in which case it should not be included on the detail form Use This Element For Specifying the parent location under which a new shell is to be auto created You must include this element if you use the uuu_shell_creator element although it does not need to be on the same form UDR reports containing this data element will show the entire path of the location uuu_shell_s Data Definition Integer tatus Field Label Status of Characters n a Where to Use it gt Shell detail form gt Upper or detail form of a Shell Project Creation BP Use This Element For Specifying a shell project status Valid statuses are gt Active gt View Only gt Inactive gt On Hold uuu_shell_t Data Definition Shell Template Picker emplate_pic Field Label Shell Templates nor of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Choosing a template for an auto created shell You must include this element if you use the uuu_shell_creator element although it does not need to be on the same form Space Manager Use the following data elements for creating the detail forms for the Space Manager 180 Data Elements Data Element Information uuu_Polylin Data Definition SYS Short Description Text 16 e_Deleted Field Label Polyline Deleted of Characters 16 Where to Use it Space detail form Use This Element For Indicating o
184. asts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy 348 Extracting Data for User Defined Reports Use this Data Source Shell Projects Std Custom To get these details Project Type Additional details NA Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Shell Project Schedule Summary Start Dates Finish Dates NA Document Manager Project Shell Use this Data Source To get these details Additional details Comment Attachment Com ment Attachment Comment Attachment Com ment Attachment Reference File Reference File Revision Comment Attachm ent Reference File Revision Reference File Publication Date Publication No Reference Status Revision No Title Upload By Category Category NA Comment Attachments Creator Company Comment Attachment C
185. asure Input Method Drop down list Use on Space and level forms Description You can create any number of data elements fields using this definition Fields using this definition can be used to enter the unit of measure to use for measuring a space The data set for this field will be specified in Unifier SYS Yes No Type String Size 0 Input Method Drop down list Use on gt Asset class forms gt Detail attribute form for a configurable manager gt Detail attribute form for a document gt Detail attribute form for a space Description Use this data definition to create any number of data elements that need a yes or no response Unit of Type String Measure Size 128 Input Method Drop down list Use on Any form Description You can create any number of data elements fields using this definition The data set for this field will be specified in Unifier 84 Data Definitions Data Information Definition User Data Type Integer Picker Size 0 Input Method Picker Use on gt Both upper and detail forms of business processes at the company and project shell level including all non standard tabs gt Code and record based configurable manager attribute forms gt Detail form for a space in the Space Manager gt Shell attribute forms Description Picker for selecting a User and connecting to the User s attribute form Works with the User Attribute form to auto populate and reverse auto popu
186. at Curves Curve Name Project Name Project Number To Date 336 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Shell Administrator Project Std Notes Construction Type Project Std Planned Creation Date Completion Date Description Project Std Revised Location Compan Date Name Project Std Schedule Status Mumbar Project Std Setup Date Organization Category Project Std Site eee Project Std Start Date Project Std Construction Shell Type Complete Project Std Design Status Complete Top Level Shell Name Snapshots Creator Title Date Created Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment Level Records Funded at Project Level Records Funded at WBS Level Transient Records Funded at Commitment Level Transient Records Funded at Project Level Transient Records Funded at WBS Level WBS Funding Shell Project Schedule Finish Date NA Summary Start Date Shell Projects Std Custom Project Type NA 337 Unifier Reference Guide Use this Data Source in Base Currency Shell WBS Cost Summary in Default Currency Shell WBS Cost Summary To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company C
187. at represents the budget amount allocated to contingency spending for each WBS code It is useful for users in forecasting their contingency spending Cost Codes Displays the type of cost code fields that define the structure of the Cost Codes specified in uDesigner for the project The type available for Projects Standard is WBS Cost Performance Index A measure of cost efficiency on a project It is the ratio of earned value EV to actual cost of work performed ACWP or earned value divided by ACWP A value equal to or greater than one indicates a favorable condition a value less than one indicates an unfavorable condition Cost Sheet A Cost Sheet is a detailed accounting of the project s budget and costs A cost sheet works like a spreadsheet within Unifier calculating and maintaining the project cost information stored in the project Cost information is either entered manually or rolls up into the Project Cost Sheet when transactions occur in Unifier Cost Type BP BP forms that track and manage cost information Unifier can be configured to show this information automatically on the cost sheet Examples include change orders base contracts invoices and budget change requests uDesigner users can create custom BPs that have additional cost related features such as automatic generation of Schedule of Values SOV sheets for commit BPs and funding allocations with spend BPs Cost Varian
188. ata Element Information uuu_integra Data Definition SYS Short Description Text 255 ted_with Field Label Integrated With of Characters 255 Where to Use it The Data Elements DEs must be placed in a Shell Business Process and the Activity Sheet must be located in the same Shell This Data element will always render as Read Only on a Shell attribute form Use This Element For Identifying if a Shell instance is integrated or not and if the Shell instance is integrated with which application Add this DE to a WBS type Shell Attribute form if you want to integrate P6 with Unifier integrate to Activity Sheet node or to the P6 Summary Sheets node Notes gt Any WBS type Shell attribute form can be integrated with an external application gt Even if this DE is not added integration will continue to work As Unifier projects continue to be integrated with external applications this DE will store the name of each application as comma separated value gt The only way to populate this DE is by way of integration gt If this DE is populated it means that the Shell instance is integrated If this DE is not populated it means that the Shell instance is not integrated gt The value of this DE can be used to identify the various applications with which a given Unifier Project is linked gt Itis not mandatory to place this DE on a WBS type Shell Attribute form gt The user cannot set this DD for Auto Populate or use it in
189. ated as a result of the critical path calculation uuu_late_st Data Definition Date Picker art Field Label Late Start Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Specifying how late an activity can be started without affecting dependencies This is calculated as a result of the critical path calculation uuu_linked_ Data Definition SYS Medium Name bp_name Field Label Linked BP Name of Characters 64 Where to Use it Schedule Activity Attrioute Forms Use This Element For Displaying the name of the BP that was auto created by an activity that is part of a scope management function uuu_linked_ Data Definition SYS Short Name record_ statu s Field Label Record Status of Characters 8 Where to Use it Schedule Activity Attrioute Forms Use This Element For Displaying the status of the BP that was auto created by an activity that is part of a scope management function 166 Data Elements Data Element Information uuu_non_la Data Definition Currency Amount bor_cost Field Label Non Labor Cost of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering the non labor cost of an activity The value in this data element will be rolled up to a cost sheet if that activity is associated with a WBS code uuu_outline Data Definition SYS Short
190. ation Modes of Operation Unifier has two modes of operation User Mode and Administration Mode 451 Unifier Reference Guide Term My Dashboard Definition Dashboard specific to signed in user in a shell and configured by the user or by the administrator for the user End users can modify these dashboards By default all shells have a dashboard that the end user can configure if they have configure permissions The dashboard is the user s personal dashboard with their personally configured view of shell data This dashboard is recommended if the user wants a personalized dashboard to view data that they specifically need to see regarding the shell Named Users Used in the License Manager The License Manager counts the number of named users which is the number of users a company pays for An active named user refers to any user in the system with a status of Active or On hold that is they have a user name and password Users with a status of Inactive are not counted against the license terms Net Book Value The difference between an asset s starting book value and the current value at the current depreciation period Numeric Formula A formula used for calculating numeric field values Any numeric integer currency or decimal amount data element can be used to design a formula There must be other numeric data elements available in order to design a formula
191. ation period This can be zero or a value at which the asset can be sold Schedule Manager The Schedule Manager is where Unifier users can create and manage schedules at both the project shell and program level They can create a schedule sheet that is customized to a project s or shell s needs Once these sheets are created users can then use them to create project shell activities and tasks assign resources to tasks create relationships between activities track schedule progress and variables and calculate the schedule s critical path Schedule of Values SOV An SOV is a way to assemble information from contract change order and invoice payment application business processes into a single sheet This SOV sheet streamlines the process of invoicing for completed phases of a project shell The Schedule of Values is a detailed statement furnished by a construction contractor builder or others outlining the portions of the contract sum It allocates values for the various parts of the work and is also used as the basis for submitting and reviewing progress payments An SOV works in conjunction with commit types of business processes such as a purchase order Commit types of business processes can be designed to automatically create an SOV sheet when they reach a designated step in a workflow There are two types of SOV sheets General SOV and SOV for Payment Applications e A General SOV gathers information from any
192. ator definition are visible on forms in two ways If the Unifier user must manually create the new BP the element appears on the source BP as a text box with a Create button The element will appear as a hyperlink from the source BP to the destination BP BP Picker Type Integer Size 0 Input Method Picker Use on Any upper or detail form including forms for mobile devices Description Picker for linking one business process to another You can create any number of data elements fields using this definition You receive several pre defined pickers based on this definition For a list of these pickers see Picker Reference This picker is populated by the reference process that accompanies the business process 18 Data Definitions Data Information Definition Company Type Integer Picker Size 0 Input Method Picker Use on Any upper or detail form including forms for mobile devices You can use this picker on business processes at both the company and project shell levels For a company level BP it will show partner companies at the project shell level it will show member companies Description Picker for selecting a partner or member company This definition is fixed and cannot be used to create any other data element Currency Type Float Amount Size 0 Input Method Currency Use on Any form Description Use this definition to create data elements that will collect the currency
193. baseline and uuu_finish_baseline You must include all 3 of these elements on the form for the baseline function to work correctly As the designer you can assign a name to the baseline for example Baseline Electrical uuu_duratio n_baseline 1 10 Data Definition Decimal Amount Field Label Baseline Duration of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Displaying the baseline duration of a project phase on a schedule sheet This element produces an automatic formula of gt duration finish start This is one element of a set that includes uuu_start_baseline 1 10 and uuu_finish_baseline 1 10 You must include all 3 of these elements on the form for the baseline function to work correctly uuu_early_f inish Data Definition Date Picker Field Label Early Finish Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing how soon an activity can be completed without affecting dependencies This is calculated as a result of the critical path calculation 216 Data Elements Data Element Information uuu_early_s Data Definition Date Picker tart Field Label Early Start Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This El
194. bile devices Description Use this definition to create fields for use in date add type formulas using integers or decimals to produce a new date You can also use this definition for a manual entry field where the user chooses the date from a date picker Fields using this definition create the columns on sheets such as planning sheets asset sheets or schedule sheets Creates read only fields not available for auto population or dynamic data sets 42 Data Definitions Data Information Definition SYS Type Float Numeric Size 0 Logical Input Method Currency Use on Activity Attribute forms Description Use this definition to create fields for use in numeric formulas and also in date difference type numeric formulas to produce the number of days between two dates You can also use this definition for a manual entry field where the user enters decimal values such as currencies Fields using this definition create the columns on sheets such as planning sheets asset sheets or schedule sheets Creates read only fields not available for auto population or dynamic data sets Datasource 43 Unifier Reference Guide Data Information Definition SYS Project Type Float Cost Size 0 Datasource Input Method Currency Use on Activity Attribute forms Description Use this data definition to create data elements to gather numeric values from the cost sheet of a projec
195. bserving dependencies and lags Available constraints in Unifier are As soon as possible ASAP and None As soon as possible If the start date of a predecessor activity changes this option either pulls in or pushes out the start date For role amount recalculations Any changes to start and finish dates duration predecessor activities constraints available days via the calendar activity levels indent or out dent role rates or currency exchange rates can trigger recalculation of the activity role amount These rate changes will be reflected in cash flow distribution Unifier calculates all values on a daily basis and adds up all amounts For activity amounts An activity can have more than one role each with its own costs Unifier tallies the role amounts for an activity and displays the activity amount in cash flow provided the activity is associated with at least one WBS code Note If you include a Role Data Picker on the form you must also include the Role Amount uuu_ role_amt field on the form of an ASAP constrained successor activity accordingly If an ASAP constrained activity does not have a predecessor the schedule sheet start date determines the activity start date un started ASAP constrained successor activities align accordingly None The start date of a None constrained activity does not change if the start date of a predecessor activity changes The schedule sheet start date does not determine the start date
196. ccess to the details of the project cost sheet Yet to Buy YTB Yet to Buy is a data source on a cost sheet that represents the budget yet to be spent on each WBS code It is useful for users in forecasting their anticipated commits Unifier never allows a negative value in this data source For More Information Where to Get Documentation If you need help with an operation in Primavera Unifier there are a number of resources to help you Note The Company Administrators for Unifier Cloud must use the Primavera Unifier Cloud Service Administrators Setup Guide instead of all the other installation and configuration guides in the Primavera Unifier Online Documentation Library Online Help If you have a question or need further assistance regarding a specific feature review the online help Click the Help menu from any Primavera Unifier window and choose gt Unifier Help This link goes to the Oracle Technical Network OTN Primavera Unifier Online Document Library From here you can access Primavera Unifier Online Help Primavera Unifier Administration Guide Primavera Unifier User s Guide Primavera uDesigner User s Guide Primavera Unifier Reference Guide You must have Adobe Acrobat Reader installed available free at www adobe com 466 For More Information gt BP specific Help If your company has provided customized Help files for individual business processes you can access them through
197. ce Any difference between the estimated cost of an activity and the actual cost of that activity It is usually the budgeted cost of work performed minus the actual cost of work performed A negative variance means more money was spent for the work accomplished than was planned 440 Data Dictionary Term Definition Critical Path The series of tasks or even a single task that dictates the calculated finish date of a project When the last task in the critical path is completed the project is completed By knowing and tracking the critical path for the project as well as the resources assigned to critical tasks you can determine which tasks can affect the project s finish date and whether or not the project will finish on time Specifically the critical path takes the sequence of inter dependent project network activities with the longest overall duration and determines the shortest possible time the project can be completed The critical path algorithm calculates the starting and ending times for each activity determines which activities are critical to the completion of a project the critical path and notes those activities that are less critical with float time There is no float time on the critical path Critical Task A task that must be completed on schedule for the project to finish on time If a critical task is delayed the project completion date might also be delayed A series of critical tasks m
198. ce Attachment Attachment Comment Attac hment Attachment Reference File Attachment Comment Attac hment Reference File Attachment Comment Attac hment Markup General Comment Attachment General Comment Attachment Com ment Attachment General Comment Attachment Refer ence File General Comment Attachment Com ment Attachment Reference File To get these details File Name File Size Issue Date Publication Date Publication No Additional details Reference Status Revision No Title Upload By Attachment Comment Attachments Creator Company General Comment Create Date Text Comment General Creator Comment Attachment Com ment Attachment Markup Cell Phone Last Name Attachment CommentAttac Company Name Login ID hment Markup Company Short Name Markup Name Creation Date Pager Creator Registry Email Role Fax Size First Name Welcome Email Home Phone Work Phone 345 Unifier Reference Guide Use this Data Source To get these details Additional details Commit Summary Cost Cost Attribute Status Attributes Cost Type Summary Level Description summary WBS Display Order WBS Code External Reference ID WBS Item Owner WBS code segments Company Company Contact Help URL Company Creation Date Instructions Company Description Label Company Name Registry Company Short Name Share with Wire Company URL URL Company Company Account Codes Projects Accounts Summary in
199. cifying how late an activity can be started without affecting dependencies This is calculated as a result of the critical path calculation 225 Unifier Reference Guide Data Element uuu_latitud e Information Data Definition SYS Short Description Text 50 Field Label SYS Short Description Text 50 of Characters 50 Where to Use it On upper forms and logs for Shell Attribute forms Line Item BPs Simple BPs Text BPs Document BPs Generic Cost BPs for project company or shell level Use This Element For Showing a location map of a shell or business process If you use this element you must include the uuu_longitude element on the form On the form this element is accompanied by a globe icon which users can use to open a map and enter the address or coordinates of the shell or BP they want to see To use a direct address to plot a map see the uuu_address_code element v v v v v v uuu_line_ite m_status Data Definition Designer Line Item Status Field Label Line Item Status of Characters n a Where to Use it Detail form of Document business processes Use This Element For Selectively modifying line item information on a workflow step uuu_linked_ bp_name Data Definition SYS Medium Name Field Label Linked BP Name of Characters 64 Where to Use it Schedule Activity Attribute Forms Use This Element For Displaying the name of the BP that was auto created b
200. cker The user can override the exchange rate only on the Creation step of a business process or before clicking Finished Editing on a non workflow business process If the user overrides the rate the override value will become the currency exchange rate and will be copied to the existing currency exchange rate fields on the form Because the rate must be overridden on the Creation step only this element cannot be auto populated For integration you can specify a direction of Input Output or Both These directions will be used only when the business process is created otherwise they will be ignored 110 Data Elements Data Element Information uuu_recurre Data Definition SYS Short Description Text nce Field Label Recurrence of Characters 250 Where to Use it Upper form of Reservation BPs Use This Element For Specifying how often a reservation should be automatically created When this element is included on the BP form it is read only and the Unifier user populates it by using the Recurrence button on the toolbar uuu_rsv_trig Data Definition Date Picker ger_date Field Label Trigger Date of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Entering the date a new BP should be created Note Unifier will automatically add this element to the design if it was omitted on the Reservation form uuu_rsv_trig
201. cker In addition to the picker listed here you can create your own company pickers using the Company Picker data definition Data Element Name Information otherCompanylID Label that will Appear on the Form Company Available for Forms on Mobile Device Yes What it Does Use this picker to choose from a list of partner or member companies Unifier populates this picker with the names of the companies in the database At the company level the picker will show partner companies At the project level the picker will show member companies Note Do not use this picker on configurable manager attribute forms configurable manager name Picker Data Element Name Information uuu_cm 1 25 _ picker Label that will Appear on the Form manager name Picker Available for Forms on Mobile Device Yes What it Does Use this picker to select a code for an item The code picker is created automatically when the manager is created The picker auto populates elements from the manager record onto BP forms For code based managers Unifier populates this picker with codes from the manager sheet itself For code and record based managers Unifier populates this picker with the codes that were created with the manager s attribute form 403 Unifier Reference Guide Cost Attribute Picker Data Element Name uuu_cost_costattribute Information Label that will Appear on the Form Cost
202. creator element although it does not need to be on the same form uuu_proj_a ddress_3 Data Definition SYS Medium Name Field Label Address 3 of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering additional address information for the project You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_ci ty Data Definition SYS Medium Name Field Label City of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the city line of the project address You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_c ountry Data Definition SYS Country Field Label Country of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the country line of the project address You must include this element if you use the uuu_project_creator element although it does not need to be on the same form
203. ct location where a record resides such as a specific shell a specific class in a configurable manager or a specific business process You can auto populate and reverse auto populate data pickers You can also create a hyperlink for a data picker The hyperlink will be read only and will appear as a blank field if the picker has no values Note The data displayed on data pickers is not restricted by permissions Users will see all business processes manager classes or shells regardless of their permissions 59 Unifier Reference Guide Data Definition Date Only Information Type Date Size 0 Input Method Picker Use on Any form including those for mobile devices Description Picker for selecting a date This data definition differs from the Date Picker in that it includes the date only no time or time zone This definition stores the time as midnight 00 00 and the time zone as the zone where the server resides but it does not display these values Use this data definition for date add and date difference formulas as well as simple date only fields on forms The behavior of data elements in formulas differs depending on the formula and the numeric form Date add and date difference formulas with integers can be used with other Date Only elements Date add formulas using decimal numbers are calculated from midnight as in the following examples 08 29 2008 2 21
204. ct phone number You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_proj_st Data Definition SYS Medium Name ate Field Label State of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the state line of the project address You must include this element if you use the uuu_project_creator element although it does not need to be on the same form 177 Unifier Reference Guide Data Element uuu_proj_Zi p Information Data Definition SYS Medium Name Field Label Zip of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the zip code of the project address You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_project _creator Data Definition Project Picker Field Label Created Project of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Auto creating a project from a company level Project Shell Creation BP If you use this element on a form you cannot use a uu
205. d A standard project is a container that represents a scope of work that is time based A standard project contains business processes the Standard Cost Manager WBS cost and funding data a Document Manager a Schedule Manager a Resource Manager and reports It can also contain any configurable managers that have been designed for your company Standard projects work in a similar manner to shells The difference is that they cannot be part of a hierarchy and they are time based where shells are not See also Shell Start to Finish Denotes that a task cannot end until another begins Start to Start Denotes that a task cannot begin until another begins Status Status indicates the position a record line item or asset is in at any point in the business process such as approved pending or closed Each business process produces at least one and sometimes many transaction records during its workflow At each transaction the Unifier user must apply a status to the record The status is what drives the workflow from one step to the next A line item status is distinct from a record status and unlike a record status it is not a visible part of a workflow it is part of the form that moves through the workflow Asset statuses differ from other statuses Instead of affecting the disposition of a BP or line item an asset status controls which assets are displayed on an Asset class sheet Sta
206. d be calculated AeA miucclarete 18 Use the following data definitions for designing the planning items and planning sheets for the Planning Manager Data Information Definition Planning Type Integer Item Creator size 0 Input Method Creator Use on Upper or detail form of any business process Description Use this definition to create data elements that will automatically create a new planning item based on a condition such as a dollar amount or a time frequency such as daily or weekly You can use multiple planning item creators on a single BP to create different types of planning item types When the BP reaches the condition or frequency trigger in the workflow the creator element on the form will automatically create a new planning item For example you could create a data element using this definition called Downtown Remodel Plan that would generate a new planning item when an initiative kind of business process is approved This new planning item can then be fleshed out to include budget estimates personnel dates etc Note Data elements built on the Planning Item Creator definition are visible on forms in two ways If the Unifier user must manually create the new planning item the element appears on the source BP as a text box with a Create button If the new planning item is automatically created the element will appear as a hyperlink from the source BP to the destination record
207. d from the sheet to the business process etc users can view key activity dates such as milestones on forms without having to open the schedule sheet This element creates a Tags column on the schedule sheet In this column on an activity row of the schedule users must select the linked element from the business process shell space or configurable manager that will display activity dates on the form uuu_title Data Definition SYS Short Description Text 250 Field Label Title of Characters 250 Where to Use it Detail form of document business processes Note This title will not appear in the view reference records feature If you want the title to appear in this feature use the system defined title element instead Use This Element For Entering the title of a file uuu_to_dat e Data Definition Date Picker Field Label To Date of Characters n a Where to Use it Resource Booking business processes Use This Element For Entering the time frame for which a resource is being booked uuu_total_c ost Data Definition Currency Amount Field Label Total Cost of Characters n a Where to Use it Schedule Activity attribute forms Use This Element For Entering or calculating the total cost of an activity This data element can be calculated by specifying a formula for the field Labor Cost Non Labor Cost Fixed Cost 272 Data Elements Data Element uuu_
208. data element is recommended when a third party payment application is employed This data element is system populated and read only If it is used in the detail form it must also be used in the detail Integration form Lease Business Processes Use the following data elements for creating Lease business processes 129 Unifier Reference Guide Data Element uuu_allocati on_amount Information Data Definition Currency Amount Field Label Allocation Amount of Characters n a Where to Use it On the detail form of the payment request BP that is auto created from the lease BP Use This Element For Entering the amount of rent that has been allocated to this line item uuu_lse_allo cation_nam e Data Definition Allocation Template Picker Field Label Allocation Template of Characters n a Where to Use it Detail form of a Lease BP Use This Element For Selecting an allocation template to link to a line item on a lease Unifier users can create an allocation template to pro rate lease payments into different amounts for multiple tenants in a building The template will designate a breakdown of the costs for each tenant and Unifier will use this breakdown to create the payment calculations uuu_lIse_firs t_pay_due_ date Data Definition Date Only Picker Field Label First Payment Due Date of Characters n a Where to Use it Detail form of a Lease BP Use This Element For Manua
209. definition is fixed and cannot be used to create any other data element 86 Data Elements This chapter contains tables listing the pre defined data elements you receive with Unifier The data elements are divided into tables for each manager as well as a table of global elements that can be used for almost any BP or attribute form At the end of this chapter is an alphabetical listing of all the data elements Each table includes descriptions of the elements and where you can use them You can create other data elements as you need them For information on creating new data elements refer to the uDesigner User s Guide Caution These tables list the forms on which each element can be used Placing these elements on forms not listed can result in unexpected behavior in Unifier In This Section ASSET Manageo siciciiisiacertvsiessieectevertebaxeeigsencrererahened gn aa AiL saucer EAEE REAR E 87 Contig rable Manager sicsissvinnctetecsnets seiivolenerdupsteiasalsnceapeenetaralasenumcaieiarsiuaveuntoereiunee 90 Configurable SGN Se cceaisecescacrsececetideareGvcceeincasden ya inaiene ewes aelecn utes eeaabccaadosene 92 Cost Manager sscicecereincetansietocerbiccetnaiayeionicacad inte eeraeiecelnnce mrad aninieraciemes 93 Document Manager iesecrenctncentiereacercrednteriennen tion thuenneniencrenenaaiee metenmeninid 114 Generic fe ls Wi 42 0 2 genre earn eee ee ee ee nenne 118 Global Data Elements iceiassssctescnunelanesasehaisou
210. dy exists in another form such as an Excel spreadsheet Integration Interface To integrate data you need to create an integration interface and from this interface create a template that will import or export the data in a form that will be usable by both Unifier and the outside application The data you can import or export comes from the fields on the forms that are part of a business process The integration interface that you create determines what fields from the business process will be included on the import or export template Interpolate Interpolation is estimating a cash flow curve based on known start and end values There isn t an equivalent option to interpolate as there is for extrapolate based on data set but it is possible to interpolate data by specifying end point cost data For interpolation the curve will be based on a specified end point The base curve and interpolated curve will merge together if the end values are the same See also Extrapolate Latitude An angular measurement in degrees ranging from 0 at the equator low latitude to 90 at the poles 90 N for the North Pole 90 S for the South Pole high latitude Latitude denotes the location of a place either north or south of the equator See also Longitude Lease An agreement whereby the owner of real property landlord lessor gives the right of possession to another tenant lessee for a specified period of
211. e baseline start and finish dates of a project uuu_start_baseline 1 10 Label that will Appear on the Form Baseline 1 10 Start Available for Forms on Mobile Device Yes What it Does Baseline 1 10 Start Use these pickers to display the baseline start and finish dates of a project phase on a schedule sheet 410 Data Element Name uuu_finish_baseline 1 10 Information Label that will Appear on the Form Baseline 1 10 Finish Available for Forms on Mobile Device Yes What it Does Baseline 1 10 Finish Use these pickers to display the baseline start and finish dates of a project phase on a schedule sheet Date Only Picker Pickers Displays an interactive calendar from which the date can be chosen The difference between this picker and a Date Picker is that a date only date will not include a time stamp In addition to the pickers listed here you can create your own date only pickers using the Date Only Picker data definition These are read only fields that are auto populated Unifier comes with a number of date only pickers Data Element Name Information uuu_lse_pay_due_date Label that will Appear on the Form Payment Due Date Available for Forms on Mobile Device Yes What it Does Payment Due Date Use this picker on Lease BPs to display the Payment due date uuu_lse_pay_latest_due_date Label that will Appear on the Form
212. e Guide Data Definition Integer Amount Information Type String Size 0 Input Method Text box Use on Any form Note Do not use this picker on configurable manager attribute forms Description You can create any number of data elements fields using this definition Fields using this definition can be used to collect numeric data The data will be automatically formatted with comma separators Decimal values are not allowed Multi Select Type String Size 4000 Input Method Drop down list Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition can be used to collect multiple choices from a list The data will be automatically formatted with comma separators Project Phase Type String Size 64 Input Method Drop down list Use on gt Upper or detail forms of project shell level BPs gt Project Shell Creation BP Description You can create any number of data elements fields using this definition Fields using this definition can be used to enter the name of the project phase The data set for this field will be specified in Unifier and will be available under the project shell as a project phase field when users are defining a project in Unifier or when a project is auto created in Unifier using the Project Shell Creation BP Project Picker Type Integer Size 0 Input Method Picker
213. e Sheets This setting Modify Status Allows users to Modify the status of a schedule sheet Modify Properties Modify sheet properties View View the schedule sheet Activity Sheets This setting Allows users to Full Access Create and edit all activity sheets Create Create activity sheets View View activity sheets and properties Reports User Defined This setting Allows users to Create Create user defined reports Full Access Access to all UDRs created for the project regardless of owner User can edit change permissions or delete reports 308 Permission Settings Custom This setting Allows users to View View custom reports User Mode Shell Project Level Shells Projects Standard Non Navigational Nodes Summary Standard View This setting Allows users to View View the standard view of the dashboard Non navigational Nodes Data Cubes by name This setting Allows users to View Current Shell and Sub Shells Data gt View data cube for selection in shell dashboards gt View data returned from current shell and its sub shells View Current Shell Data gt View data cube for selection in shell dashboards gt View data returned from current shell only uMail Public Items This setting Allows users to Delete Delete messages from the Public Items folder View Project uM
214. e Size 50 Interest Input Method Drop down list Use on Resource Attribute Forms Description Drop down list for selecting an employee s interests The data set for this field will be specified in Unifier SYS Type String Resource Size 50 Proficiency Input Method Drop down list Use on Resource Attribute Forms Description Drop down list for selecting an employee s proficiency at a role The data set for this field will be specified in Unifier SYS Type String Resource Size 50 Skill Input Method Drop down list Use on Resource Attribute Forms Description Drop down list for selecting an employee s skill set The data set for this field will be specified in Unifier 34 Data Definitions Data Information Definition Week Picker Type Integer Size 0 Input Method Picker Use on Time Sheet BPs including those for mobile devices read only Description Picker for selecting a week on time sheet business processes This definition is fixed and cannot be used to create any other data element SYSRoleTyp Category System e Type String Size 128 Input Method Drop down list Use for Capturing the Type of Role when a Role gets created via P6 integration Description This is an internal Data definition and will not be visible to end user for edits of any kind Dataset gt Labor gt Nonlabor gt Material gt Expense Default Value None Schedule Manager Use the follo
215. e capacity by role to projects Places constraints on how much resource capacity individual projects can utilize Also the process of distributing funds to projects After you allocate the funds to the project they are assigned for consumption Asset Something of monetary value to a company such as stock fixtures machinery or property Asset Class A grouping of similar assets such as buildings IT equipment As a business process Asset classes function like attribute forms in that they collect data and they are not attached to workflows Asset classes use business process type detail forms to collect data about company assets and categorize them into classes Once created in Unifier an Asset class BP maps assets to company account codes tracks asset costs and depreciation and keeps the company account sheet updated with current asset values Asset Manager The Asset Manager is where users can enter company assets into Unifier set up depreciation schedules for them and classify them into categories to make managing them more efficient Ultimately they can gather these assets onto a sheet to track asset depreciation in monthly quarterly or yearly increments The Asset Manager uses the three most common depreciation methods straight line double decline or sum of year digits as well as manual depreciation 426 Data Dictionary Term Definition Asset Project
216. e date gt The length of time the role rate was applicable before another role rate or exchange rate became effective gt The active currency exchange rate this can change due to currency fluctuations gt The percentage of a role s assignment to the activity Y Unit this can differ during the activity Unifier uses active currency exchange rates for transaction to project currency conversions For role amount recalculations Any changes to start and finish dates duration predecessor activities constraints available days via the calendar activity levels indent or out dent role rates or currency exchange rates can trigger recalculation of the activity role amount These rate changes will be reflected in cash flow distribution Unifier calculates all values on a daily basis and adds up all amounts For activity amounts An activity can have more than one role each with its own costs If the activity is associated with at least one WBS code Unifier tallies the role amounts for an activity rolls up costs to non labor costs and display the sum of the WBS code in cash flow Note If you include a Role Data Picker on the form you must also include the Role Amount uuu_ role_amt field on the form 67 Unifier Reference Guide Data Definition Role Picker Information Type Integer Size 0 Input Method Picker Use on Detail forms of Time Sheet BPs including those for mobile devices read on
217. e form in view mode you will see the lease term adjustment reflected on the Payment Schedule you open from the Payment Schedule button on the toolbar Available for auto population and formulas uuu_lse_ter Data Definition Date Only Picker mination_da te Field Label Lease Termination Date of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying a termination date for the lease that overrides the end date for a lease term When Unifier calculates the payment schedule for straight line rent it will use this date to calculate the end of the lease rather than the end date on the lease line item This field does not change the end date on the line item Unifier takes this termination date field into consideration when it calculates the straight line payments after you click Finish Editing or send the form on to the next step in a workflow When you open the form in view mode you will see the termination date adjustment reflected on the Payment Schedule you open from the Payment Schedule button on the toolbar Available for auto population and formulas 140 Data Elements Planning Manager Use the following data elements for creating the planning items and planning sheets for the Planning Manager uuu_last_up date_date Data Element Information Data Definition Date Picker Field Label Last Update Date of Characters n a Where to Use it gt Planning Sheet
218. e is passed 257 Unifier Reference Guide Data Element uuu_resc_a ssign_amt Information Data Definition Currency Amount Field Label Amount of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the amount or cost of the effort If the resource selected is hard booked this field is read only and the value is calculated automatically by multiplying Quantity Qty with Rate Otherwise this data element is editable The user can enter a value in Unifier or create a formula in Primavera uDesigner to calculate the amount uuu_resc_a ssign_amt_ Data Definition Currency Amount Field Label Baseline Amount of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of an amount when user sets a baseline in Unifier The information in the Amount data element is copied into this data element Read only field uuu_resc_a Data Definition Currency Amount ssign_amt_ Field Label Baseline Amount 1 10 bI 1 10 of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of an amount when user sets a baseline in Unifier The information in the Amount data element is copied into this data element Read only field uuu_resc_a Data Definition Decimal Amount Ssign_Comp Field Label Complete
219. e it Resource Assignment Attribute Forms Use This Element For Entering the additional effort to complete work in the form of an amount The user can define a formula in uDesigner to calculate the ETC Amount 168 Data Elements Data Element uuu_resc_a ssign_etc_q ty Information Data Definition Decimal Amount Field Label ETC of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Entering additional effort to complete work assigned to a resource The user can define a formula in uDesigner to calculate this value or enter a value uuu_resc_a ssign_per_1 Data Definition Decimal Amount Field Label Resource Percent 1 of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Entering the resource percent value The user can define a formula in uDesigner to calculate the percent value or enter a value uuu_resc_a ssign_prog_ qty Data Definition Decimal Amount Field Label Progress Quantity of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Entering the progress with respect to effort Quantity The value entered determines the progress of the resource The user can define a formula in uDesigner to calculate the amount or enter an amount uuu_resc_a ssign_qty Data Definition Decimal Amount Field Label Quantity Qty of Characters n a Where to Use
220. e it unchecked Check Box Check box not selected Value Check box selected 397 Pickers This chapter describes the pickers that come with Unifier It includes a description of what they do and where to use them These pickers are important elements for business forms a basic understanding of them will help you know where to include them in your design For more details about these pickers look them up by data definition name in Chapter 1 Data Definitions or by data element name in Chapter 2 Data Elements When you are designing a form you will see these pickers on the list of Custom elements however the list will vary depending on the type of business process or other Unifier component you are designing This chapter describes the pickers that come with Unifier The following data definitions are available to you for creating your own pickers Group Name Picker Hyperlink Picker Image Picker Data Picker SYS Date Datasource SYS Date Logical Datasource User Data Picker Role Data Picker For information on how to use these definitions to create pickers see Chapter 1 Data Definitions v v v v v v v v In This Section Picker Reference ccecceecceeeceeeceeeceeceeeceeeceeeceeeceeceeceesseeseeenseeseeeneeeneeeseeeneeenees 399 Picker Reference This chapter describes the pickers that come with Unifier It includes a description of what they do and where to use them The
221. e on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 120 characters at runtime SYS Short Type String Description sjze 250 Text 250 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 250 characters at runtime SYS Short Type String Description sjze 255 Text 255 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 255 characters at runtime SYS Short Type String Name Size 8 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 8 characters at runtime 83 Unifier Reference Guide Data Information Definition SYS Space _ Type String Name Size 50 Input Method Text box Use on Space forms Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter a name for a space at runtime The name can be up to 50 characters long SYS Space Type String Unit of Size 128 Me
222. e this definition to create fields for use in numeric formulas and also in date difference type numeric formulas to produce the number of days between two dates You can also use this definition for a manual entry field where the user enters decimal values such as currencies Fields using this definition create the columns on asset sheets Creates read only fields SYS Project Cost Datasource Type Float Size 0 Input Method Currency Use on Asset class forms Description Use this data definition to create data elements to gather numeric values from the cost sheet of the project associated with an asset Fields using this definition create the columns on Asset class sheets SYS Overbookin g Options Type String Size 0 Input Method Drop down list Use on Asset class forms Description Drop down list for selecting overbooking options for reservable assets The options are gt Even if confirmed booking exists gt Only if tentative booking exists gt No overbooking SYS Yes No Type String Size 0 Input Method Drop down list Use on Asset class forms Description Use this data definition to create any number of data elements that need a yes or no response Unifier Reference Guide Configurable Manager Use the following data definitions for creating the forms for any Configurable Manager Data Information Definition CM 1 25 Type Integer Picker Size 0
223. e to Use it gt Resource Attribute form gt Skill tab while defining a resource in Unifier Use This Element For Specifying a user s skill proficiency on a 1 to 10 scale 1 being minimum proficiency 10 being maximum uuu_resc_s kill Data Definition SYS Resource Skill Field Label Skill Name of Characters n a Where to Use it gt Resource Attribute form gt Skill tab while defining a resource in Unifier Use This Element For Specifying a user s job skills uuu_resc_st atus Data Definition SYS Resource Status Field Label Resource Status of Characters n a Where to Use it Resource Attribute forms Use This Element For Viewing or entering the status active or inactive of a resource 146 Data Elements Data Element Information uuu_resc_to Data Definition Decimal Amount t_reg_hours Fieid Label Total Regular Hours of Characters n a Where to Use it Time Sheet business processes Use This Element For Entering the total number of regular non overtime hours on a Time Sheet BP for the reporting period uuu_resc_to Data Definition Decimal Amount t_amount Field Label Total Amount of Characters n a Where to Use it Time Sheet business processes Use This Element For Entering the total dollar amount earned for the hours reported on a Time Sheet BP uuu_role_a_ Data Definition Decimal Amount mt Field Label Total Amount of Characters n a Where to
224. e to Use it Schedule Activity Attrioute Forms Use This Element For Entering the forecast finish date of an activity The user can also define a formula in uDesigner to calculate this date uuu_activity _fc_duration 2 Data Definition Decimal Amount Field Label Forecast 2 Duration of Characters n a Where to Use it Schedule Activity Attrioute Forms Use This Element For Viewing the forecast duration of an activity This value is calculated based on the Forecast 2 Start date and the Forecast 2 Finish date Read only field uuu_activity _id Data Definition Integer Amount Field Label Activity ID of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing a system generated ID for activities Use this element while importing or exporting activities from a schedule sheet 157 Unifier Reference Guide Data Element uuu_activity _level Information Data Definition Integer Amount Field Label Level of Characters n a Where to Use it Schedule Activity Attrioute Forms Use This Element For Showing the activity s level in the hierarchy of the Schedule Sheet This field is automatically populated when the activity is placed on the Schedule Sheet uuu_activity _name Data Definition SYS Short Description Text 120 Field Label Activity Name of Characters 120 Where to Use it gt Schedule Activity Attribute F
225. e used to collect numeric data The data will be automatically formatted with comma separators Decimal values are not allowed Level Picker Type String Size 0 Input Method Picker Use on Space detail forms including those for mobile devices read only Description Picker for selecting a level to view in Unifier You can create any number of data elements fields using this definition 63 Unifier Reference Guide Data Definition Multi select Information Type String Size 4000 Input Method Drop down list Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition can be used to collect multiple choices from a list The data will be automatically formatted with comma separators P6 Activity Picker Type Integer Size 0 Input Method Picker During runtime the display Element for this picker will be Activity ID Use on The Data Elements DEs must be placed in a Shell Business Process and the Activity Sheet must be located in the same Shell Description To create number of Data Elements DEs that can pick activities from an Activity Sheet Note You cannot place the DEs of type P6 Activity Picker in the Company level Business Processes Request for Bidder Business Process forms Resource type Business Processes and Project Creation BPs Category System Planning Item Picker
226. ecords View all records of the project no matter what users were involved in the workflow View Company Records View all records created by sent to or copied to any user in the company View User Records View only those records the user created received or was copied on View Hidden Comments View comments marked as hidden Hide Record Audit Log Hide the audit log information of a record Hide Task Statuses Hide the workflow progress window Allow Bulk Edits Update the workflow status of all BPs ina shell or project or edit multiple records with similar edits Edit Records Edit any record on the log unless it is in terminal status For workflow BPs the user will see the action form at this step of the workflow User can edit the form but cannot take any workflow actions Note This permission overrides any record level edit permissions 320 Permission Settings This setting Add General Comments Allows users to Add a general comment to any BP record they can view workflow or non workflow regardless of the workflow step and regardless of the assignee or Cc settings With this permission any user with view permission for the BP can add a general comment to the form even if the business process is at a terminal or terminated status The user does not have to be an assignee or cc d user If the user is an assignee s he can add comments
227. ect company or shell levels Use This Element For Showing the map of a location for shells and certain business processes If you use this element the Unifier user must enter an exact address for map plotting You can build this field using a formula or it can be a manual entry field Note If you are using a formula to create the code be sure to include the delimiter between the fields otherwise the map might not appear To use coordinates to plot a map see the uuu_latitude and uuu_longitude elements v v v v v v uuu_admini Data Definition User Picker strator Field Label Administrator of Characters n a Where to Use it Shell attribute form Note Do not use this picker on configurable manager attribute forms Use This Element For n a uuu_allocati Data Definition Currency Amount on_amount Field Label Allocation Amount of Characters n a Where to Use it On the detail form of the payment request BP that is auto created from the lease BP Use This Element For Entering the amount of rent that has been allocated to this line item uuu_asset_ Data Definition Currency Amount oe Field Label Asset Acquisition Cost of Characters 50 Where to Use it Detail form of an Asset class Use This Element For Entering the acquisition cost of an asset This value will be used in depreciation calculations 200 Data Elements Data Element Information uu_asset_a Data
228. ection of Input Output or Both These directions will be used only when the business process is created otherwise they will be ignored uuu_project _start_date Data Definition Date Only Picker Field Label Project Start Date of Characters n a Where to Use it Shell attribute form Use This Element For Specifying the project start date This data element interacts with schedule sheet properties in that if this data element is added to the shell attribute form the Manual and Shell Attribute radio buttons are active for the master schedule sheet in the Schedule Manager for the WBS shell provided no activity has started on the sheet These buttons allow users to specify whether the Schedule Start Date should be set manually or automatically populate from the Project Start Date on the shell attribute form For non master schedule sheets the choice is always Manual and Shell Attribute is not selectable If the user selects the Manual radio button a Schedule Start Date can be selected If the user selects Shell Attribute radio button the Schedule Start Date automatically populates from the Project Start Date specified on the General tab of the shell properties 250 Data Elements Data Element uuu_quantit y Information Data Definition Decimal Amount Field Label Item Quantity of Characters 50 Where to Use it Detail form of any business process Use This Element For Entering quantity informa
229. edule sheet Use This Element For Viewing or entering the calculated work hours when a person is assigned to an activity This field is automatically populated through the Resource Assignment tab of the Activity Attribute form The user can override the calculation and enter the hours directly onto the schedule sheet via the Activities Resource tab uuu_actual_ duration Data Definition Decimal Amount Field Label Actual Duration of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Viewing the actual duration of an activity that is part of a scope management schedule This value is calculated from the actual start and finish dates uuu_actual_ finish_date Data Definition Date Picker Field Label Actual Finish Date of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Selecting the actual finish date of an activity that is part of a scope management schedule uuu_actual_ start_date Data Definition Date Picker Field Label Actual Start Date of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Selecting the actual start date of an activity that is part of a scope management schedule 160 Data Elements Data Element Information uuu_auto_u Data Definition SYS Checkbox pdate_activi Field Label Auto Update Activity Data ty of Characters n
230. efinition SYS BP Currency Amount Type Float Size 0 Input Method Currency Use on gt Code Based Manager forms gt Code and Record Based Manager forms Description Use this data definition to create data elements to gather currency values from the line items of a business process Fields using this definition create the columns on manager sheets SYS BP Decimal Amount Type Float Size 0 Input Method Text box Use on gt Code Based Manager forms gt Code and Record Based Manager forms Description Use this data definition to create data elements to gather decimal values from the line items of a business process Fields using this definition create the columns on manager sheets SYS BP Integer Amount Type Integer Size 0 Input Method Text box Use on gt Code Based Manager forms gt Code and Record Based Manager forms Description Use this data definition to create data elements to gather integer values from the line items of a business process Fields using this definition create the columns on manager sheets 12 Data Definitions Data Information Definition SYS Type String Overbookin size 0 g Options Input Method Pulldown menu Use on Detail attribute form for a configurable manager Description Drop down list for selecting overbooking options for reservable objects The options are gt Even if confirmed booking exists gt Only if
231. efinition Date Picker date Field Label Issue Date of Characters n a Where to Use it Detail form of document business processes Use This Element For Selecting the issue date of a document that is attached to a line item uuu_labor_ Data Definition Currency Amount cost Field Label Labor Cost of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the total labor cost based on the resource assignment and resource rates Unifier automatically updates when resources are assigned to an activity 224 Data Elements Data Element Information uuu_last_u_ Data Definition Date Picker pdate_date Field Label Last Update Date of Characters n a Where to Use it gt Planning Sheet Attribute Forms gt Planning Sheets Use This Element For Specifying the date on which the planning sheet was last updated uuu_late_fi Data Definition Date Picker nish Field Label Late Finish Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Specifying how late an activity can be completed without affecting dependencies This is calculated as a result of the critical path calculation uuu_late_st Data Definition Date Picker art Field Label Late Start Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Spe
232. el External Ref ID of Characters 120 Where to Use it Cost Attribute forms Use This Element For Entering an external reference number for a WBS code 94 Data Elements Data Element Information uuu_cost_e Data Definition SYS Checkbox xposed_to_ Field Label Exposed to P6 p6 of Characters n a Where to Use it gt Cost attribute form Use This Element For The integration interface to identify which Unifier CBS codes should be exposed to P6 Schedule Activities Resources Assignments Notes gt This DE is required if you are integrating CBS Codes with P6 gt This DE helps to identify if a Unifier CBS code should be exposed to P6 Schedule gt This is not a required DE for a Cost attribute form gt If you place this DE on a Cost attribute form ensure that the DE is marked as Editable gt This element can be placed on any other form a custom checkbox and can be marked as Required or Read only uuu_cost_i Data Definition SYS Checkbox mported_fro Field Label Imported from P6 me of Characters n a Where to Use it gt Cost attribute form Use This Element For Identifying which WBS Codes in the Cost Sheet are created via integration Notes gt This DE is required if you are integrating CBS Codes with P6 gt This DE helps to identify if a code is integrated with P6 or manually created in Unifier gt This is not a required DE for a Cost attribute form gt If
233. ement For Viewing how soon an activity can be started without affecting dependencies This is calculated as a result of the critical path calculation uuu_effecti Data Definition Date Picker ve_date Field Label Effective Date of Characters n a Where to Use it Detail form of cost type business processes Use This Element For Selecting an effective date for a line item ona cost BP This element is useful when the user wants to generate a cash flow curve based on the business process record and line items The line items and the costs associated with them will be placed in the appropriate time period based on the date picked with this element uuu_estima Data Definition Decimal Amount ted_duratio Field Label Estimated Duration n of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Viewing the estimated duration of an activity that is part of a scope management schedule This value is calculated from the estimated start and finish dates uuu_estima Data Definition Date Picker ted_finish_ Field Label Estimated Finish Date date of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Selecting the estimated finish date of an activity that is part of a scope management schedule uuu_estima Data Definition Date Picker ted_start_d Field Label Estimated Start Date ate of Characters n a Where to Use it
234. ements gt uuu_Ise_esc_freq_type gt uuu_lse_esc_method gt uuu_lse esc value Examples For a lease that escalates by 2 every 5 years gt uuu_lse esc _ method gt uuu_lse esc _ value 2 gt uuu_Ise_esc freq len 5 gt uuu_Ise_esc_freq_type Years For a lease that escalates by 200 every 5 years gt uuu_lse_esc_ method Fixed gt uuu_lse_esc_ value 200 gt uuu_Ise_esc freq len 5 gt uuu_Ise_esc_freq_type Years Note Escalation will differ slightly depending on the frequency used Over a 10 year lease term an escalation frequency of 1 year will differ from a frequency of 52 weeks or 365 days because of leap years Years with 366 days will make a difference and a frequency of 52 weeks might be a day or two short of a full year 229 Unifier Reference Guide Data Element uuu_Ise_es c_freq_type Information Data Definition Drop down list Field Label Escalation Frequency Term Type of Characters n a Where to Use it Lease BPs Use This Element For Specifying how often the escalation should occur time wise such as every 12 months This data element is a pull down that offers a choice of term types gt Days gt Weeks gt Months gt Years Not applicable if None is chosen for the Escalation Method uuu_Ise_es c_method Data Definition Drop down list Field Label Escalation Method of Characters n a Where to Use it Lease BPs Use This Element For Specifyi
235. ements built on these definitions can be used Using these definitions on forms not listed here can result in unexpected behavior in Unifier In This Section Asset M a goi srne iaaea eai cee esis EE a epee oer eeteareetes 7 Configurable Manager c cccncccccccscsssencsnes one resineseennesenenersnenesnnenseesententensensoneeeneees 10 GOST Vre Tae Te c A 14 Document Manager geemeeene eer Meelmeren nee ee eerie rt Pee meeerae e ee re ere ee eee re ee 16 Global Data Definitions sesser E E 17 Lease Business Processes sis sissiwsestssinvoreraievasteniniorteetwvandesinearsruterasdeeintartiwlererteatoeres 28 Planning BOA ces Sc seis caw atccee ened ce adedetiatle Neate eases tania Careeasedaate eeaeta ease teacns 30 Resource Manager escicecnorecescensssmmtonetescraisrensssnenecennsarenensceime reistexunietedorneeumeeneinncnctet 33 coer ghe a U ERIN Fe ico 2 akan eee ener ee eee ee ner nen er ene re eae 35 Shell ela f 0 e aeee ener eae meen ne ean er ee ne eee ee er 44 Space MANAGE smeren nen aa AEEA A EE EO E NEA ERA EA AAR ERIRE EEEE RAEE EASRA 48 Alphabetical List eooonennneeeeeeooeenenrnnnesererenrrrntrsstrrnrrnnntrseerrnttnnnnrnoreernennnereeeeeenne 51 Asset Manager Use the following data definitions for creating the Asset classes for the Asset Manager Unifier Reference Guide Data Definition Shell Picker Information Type Integer Size 0 Input Method Picker Use on Asset class forms includi
236. ename rearrange and delete template folders View View folder structure templates Funding Funding Sheets Commitment Funding Sheets This setting Allows users to Create Create new funding templates Modify Add rows or columns edit properties View View funding templates General Spends SOV This setting Create Allows users to Create new SOV templates for general spends 294 Permission Settings This setting Allows users to Modify gt Add rows or columns gt Edit properties View View SOV templates Reports This setting Allows users to Create Create new report templates Modify Change existing report templates View View report templates Rules This setting Allows users to Create Create new rule templates Modify Change existing rule templates View View rule templates Schedule Sheets This setting Allows users to Create Create new schedule templates Modify gt Add rows gt Edit activity properties gt Export the schedule View View schedule templates Activity Sheets This setting Allows users to Create Create and modify activity sheet templates Modify Modify and delete activity sheet templates 295 Unifier Reference Guide This setting View Allows users to View activity sheet templates and properties System Reports This s
237. ent of the picker list You can use them to filter large amounts of records into more manageable lists for users to choose from Data pickers work with master business process logs shells space types in the Space Manager and configurable managers that function across a shell hierarchy In operation a data picker navigates to a specific business process shell space type or configurable manager and extracts records to display on the picker list by using a query the Unifier administrator sets up A data picker can be designed to display a navigation structure to guide Unifier users to the correct location where a record resides such as a specific shell a specific class in a configurable manager or a specific business process You can auto populate and reverse auto populate data pickers You can also create a hyperlink for a data picker The hyperlink will be read only and will appear as a blank field if the picker has no values Note The data displayed on data pickers is not restricted by permissions Users will see all business processes manager classes or shells regardless of their permissions Vv v v v 11 Unifier Reference Guide Data Definition Shell Picker Information Type Integer Size 0 Input Method Picker Use on Detail attribute form of a configurable manager Description Picker for selecting a shell in Unifier You can create any number of data elements fields using this d
238. entry field where the user chooses the date from a date picker Fields using this definition create the columns on Planning Sheets Creates read only fields not available for auto population or dynamic data sets SYS Type Float Numeric Size 0 Datasource Input Method Currency Use on Planning Sheet Description Use this data definition to create data elements to gather numeric values from business processes Fields using this definition create the columns on Planning Sheets Creates read only fields not available for auto population or dynamic data sets SYS Type Float Numeric Size 0 Logical natascurce Input Method Currency Use on Planning Item Attribute Forms Description Use this definition to create fields for use in numeric formulas and also in date difference type numeric formulas to produce the number of days between two dates You can also use this definition for a manual entry field where the user enters decimal values such as currencies Creates read only fields not available for auto population or dynamic data sets 32 Data Definitions Resource Manager Use the following data definitions for designing the business processes and forms for the Resource Manager Data Information Definition Activity Type Integer Picker Size 0 Input Method Picker Use on Detail forms of Time Sheet BPs including those for mobile devices read only Description Picker for selecting an act
239. ents using this definition Data elements built on the SYS Numeric Query Based data definition extract data from any business process or manager sheet These elements prompt Unifier to run a query to extract the information This query is created by the administrator at the time the business process is configured These elements are updated gt When a user opens the business process Unifier runs the query and if conditions are met displays the latest value in the query based field gt When a user changes the value in a trigger element on a business process form The trigger element prompts Unifier to run the query again and dynamically update the value in the query based field Creates a read only field You can place up to five query based elements on a form 26 Data Definitions Data Information Definition SYS Short Type String Description sjze 120 ton Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 120 characters at runtime SYS Short Type String Description sjze 250 Text 250 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 250 characters at runtime SYS Short Type String Description
240. ep Workflows also include the movement of documents around the organization for purposes including sign off evaluation or performing activities ina process Most business processes will include a workflow or workflows however some business processes have a single purpose of storing data They are often data entry forms designed to enter information directly into Unifier for example vendor lists These business processes are called non workflow BPs Worksheet A worksheet reflects a cost sheet but can be altered for specific purposes such as manual data entry or to conceal particular information from non company personnel They can also perform complex cost calculations that can in turn roll up to the cost sheet For example you might have an independent estimator who is developing an estimate for the project The estimator should not see information about the current project budget For this case you could create a worksheet that displays only the WBS codes and an estimate column where the estimator can enter values directly into the worksheet That data would then roll up to the project cost sheet 465 Unifier Reference Guide Term Definition Work Package A work package is a group of cost sheet rows that are a subset of the project cost sheet It is the lowest level deliverable that can be broken down into distinct activities Work packages provide insight into the budget without providing full a
241. er Available for Forms on Mobile Device Project Picker What it Does Use this picker on the upper or detail form of company level business processes to choose a project You can place multiple project pickers on a form The picker will show the user a list of the company sponsored projects to which the user has access The picker is designed to show active and on hold projects Unifier populates this picker with the information from the project shells in the database Users can use this picker to populate data elements on BP fields with project shell information Note Do not use this picker on configurable manager attribute forms Project Template Picker Data Element Name uuu_proj_template_picker Information Label that will Appear on the Form Project Templates Available for Forms on Mobile Device Yes What it Does Use this picker on the upper or detail form of a Project Shell Creation BP to specify the template that should be used by this BP to auto create a project The picker will show the user a list of active project templates Pickers 417 Unifier Reference Guide Resource Picker Data Element Name uuu_resc_ picker Information Label that will Appear on the Form Resource Picker Available for Forms on Mobile Device Yes What it Does Use this picker on a Time Sheet or Booking BP to choose the resource to report on or assign This picker always opens in Find
242. er Use the following data definitions for designing the forms for the Space Manager 48 Data Definitions Data Information Definition Data Picker Type Integer Size 0 Input Method Pickers Use on gt Upper or detail forms of any business process gt Detail attribute form for a space in the Space Manager Data pickers are not available gt As a master element in a dynamic data set gt As a value for a dynamic data set gt Validation rules Description Picker for selecting a record from a type of space in the Space Manager You can create any number of data elements from this definition Data pickers help prevent users from inadvertently choosing the wrong record from a picker list by filtering the content of the picker list You can use them to filter large amounts of records into more manageable lists for users to choose from In operation a data picker navigates to a specific business process shell space type or configurable manager and extracts records to display on the picker list by using a query the Unifier Administrator sets up A data picker can be designed to display a navigation structure to guide Unifier users to the correct location where a record resides You can auto populate and reverse auto populate data pickers You can also create a hyperlink for a data picker The hyperlink will be read only and will appear as a blank field if the picker has no values Note The data displayed on data pick
243. er Type Integer Size 0 Input Method Picker Use on gt Upper or detail forms of any business process gt Detail form of a code and record based configurable manager gt Detail attribute form for a shell gt Detail attribute form for a space in the Space Manager Data pickers are not available gt As a master element in a dynamic data set gt As a value for a dynamic data set gt In validation rules Description Picker for selecting a record gt From a master business process log gt From a class in a configurable manager that operates across shells gt From a type of space in the Space Manager gt For BP auto creation across shells You can create any number of data elements from this definition Data pickers help prevent users from inadvertently choosing the wrong record from a picker list by filtering the content of the picker list You can use them to filter large amounts of records into more manageable lists for users to choose from Data pickers work with master business process logs shells space types in the Space Manager and configurable managers that function across a shell hierarchy In operation a data picker navigates to a specific business process shell space type or configurable manager and extracts records to display on the picker list by using a query the Unifier Administrator sets up A data picker can be designed to display a navigation structure to guide Unifier users to the corre
244. er Size 0 Input Method Drop down list Use on Upper or detail forms of Reservation business processes that auto create other BPs Description Drop down list for selecting when an auto creation should occur before or after a reservation event Document Manager Use the following data definitions for creating the attribute forms for the Document Manager Data Information Definition SYS Auto Type String Sequence Size 512 Input Method Text box Use on Document Attribute forms Description You can create any number of data elements fields using this definition Fields using this definition provide auto sequencing of unique numbers for all documents created The content of the field is automatically generated based on the format for the auto sequence data elements that is configured in Unifier You can place two data elements with the SYS Auto Sequence data definition on a form Data elements that use this data definition Are always read only Can be placed in a hidden block Are available for Mobile configuration Can be selected as a display element of a Data Picker Can be added to Integration marked as Output only Cannot be selected as a linked element Cannot auto populate or reverse auto populate Cannot use a hyperlink Cannot be part of a Dynamic Data Set definition v v v v v v v v v 16 Data Definitions Data Information Definition SYS Type String Category Size
245. er on configurable manager attribute forms Use This Element For Selecting line items from the schedule of values SOV for a change commit BP This element works in conjunction with the WBS picker you specify on the detail form of a change commit business process Note This element is applicable only if the Base Commit business process SOV line item type was defined as Individual Commit Line Items 269 Unifier Reference Guide Data Element Information uuu_sovref Data Definition Integer Amount num Field Label SOV Reference Number of Characters n a Where to Use it Detail form of Payment Applications or General Spends business processes Use This Element For Preserving the SOV reference number order for line items to ensure the correct payment of lines by third party applications Using this data element ensures that the SOV line items match those in the external application For example line items reference numbers can become mismatched if a line is deleted in Unifier but not deleted in the third party application Use of this data element is recommended when a third party payment application is employed This data element is system populated and read only If it is used in the detail form it must also be used in the detail Integration form uuu_sp_are Data Definition Decimal Amount a Field Label Area of Characters n a Where to Use it Space detail form Use This Element For Enter
246. er path is specified in a formula By default documents attached to business processes are published in the Unpublished Documents folder This specified folder structure overrides the default publication of attached documents The Document Manager folders created and used for automatic publication are based on the values of the data elements specified in the uuu_dm_publish_path data element Use the delimiter to build the path in a formula for example State County City The is the only valid delimiter You do not need to use the in the beginning or the end of the path This field is always read only and cannot be auto populated reverse auto populated or populated as the result of a formula Can be placed in a hidden block For document type business processes With Folder Structure you can specify that a configured folder path be appended to the folder structure This appended path is based on the path configured in the uuu_dm_publish_path data element on the business process form and the selection of the Append Line Items Folder Structure to AutoPublish Path option Refer to the uDesigner User s Guide Starting an Upper Form for details 124 Data Elements Data Element Information uuu_dm_rec Data Definition SYS Long Description 2000 ord_info_pat Field Label Record Information Publish Path j of Characters 2000 Where to Use it Upper form of any business process Use This Element For Automatically
247. er uses this element to compute the base currency rate based on the transaction currency and the current exchange rate For example a multinational company might create purchase orders in different currencies Euros US and Chilean Pesos The company has an approval matrix based on the Euro so the currency amount of each PO must be converted to Euros uuu_asset_ picker Data Definition Asset Picker Field Label Asset Picker of Characters n a Where to Use it Detail form a company level cost type business processes of sub type Line Item with Asset Code Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting an asset for a project The assets listed will be filtered to include only those assets that are at a specific status or statuses 104 Data Elements Data Element Information uuu_base _r Data Definition ate_override Field Label Base Currency Rate Override of Characters Where to Use it Upper form of any cost BP Note Not available for company level BPs Use This Element For Overriding the base currency exchange rate when creating a cost transaction in Unifier To accommodate this rate override the BP must also contain a Currency Picker The user can override the exchange rate only on the Creation step of a business process or before clicking Finished Editing on a non workflow business process If the user overrides the exchange ra
248. ere you can create your own shell pickers using the Shell Picker data definition 419 Unifier Reference Guide Data Element Name uuu_default_shell_ picker Information Label that will Appear on the Form Shell Picker Available for Forms on Mobile Device Yes What it Does Use this picker ona business process Asset class forms Planning Item form or configurable manager to select a shell to view in Unifier This picker usually works in conjunction with the Space Picker It is mandatory on any company level BP or Asset class that includes a Space Picker and optional on all others This picker is populated by the shell types that were created with the space detail attribute form Note Do not use the Shell Picker on the following forms it will produce an error at runtime gt Schedule Activity attribute form gt Generic Cost Manager attribute form Any configurable manager attribute form Shell Template Picker Data Element Name uuu_shell_template_picker Information Label that will Appear on the Form Shell Templates Available for Forms on Mobile Device Yes What it Does Use this picker on the upper or detail form of a Project Shell Creation BP to specify the template that should be used by this BP to auto create a shell The picker will show the user a list of active templates that have been created for the shell This picker works in conjunction with the uuu_shell_locat
249. erent types of business processes There are currently ten types of business processes that are used in Unifier and can be created in uDesigner Cost Line Item Text Document and Simple RFB Schedule Resource Planning and Lease Cash Flow The Cash Flow feature is a way to view a time based record of income and expenditures which can be presented in tabular or graphical format It enables users to create a baseline for project expenditures track actual costs and calculate future expenditures based on a known forecast or calculate from trends compared to Baseline curves Commitment Summary Works the same way a Schedule of Values works except that it is used by a Generic Cost Manager in a shell See Schedule of Values SOV Company Administrator Company administrators can depending on permissions create or modify projects and programs create data definitions for custom attributes on BP forms activate business process schemas and define record numbering schemas create users and groups and grant their permissions set up templates and add currencies Company Dashboard A dashboard that is accessible at the Company level and can be used to view company data across projects or shells Company Funding Sheet The Company Funding Sheet tracks all sources of funding across all projects and programs You can create only one sheet per company Funding sources that are made available at pr
250. ers created and used for automatic publication are based on the values of the data elements specified in the uuu_dm_publish_path data element Use the delimiter to build the path in a formula for example State County City The is the only valid delimiter You do not need to use the in the beginning or the end of the path This field is always read only and cannot be auto populated reverse auto populated or populated as the result of a formula Can be placed in a hidden block For document type business processes With Folder Structure you can specify that a configured folder path be appended to the folder structure This appended path is based on the path configured in the uuu_dm_publish_path data element on the business process form and the selection of the Append Line Items Folder Structure to AutoPublish Path option documented in the uDesigner User Guide see Starting an Upper Form for details 214 Data Elements Data Element Information uuu_dm_re Data Definition SYS Long Description 2000 cord_info_p Field Label Record Information Publish Path am of Characters 2000 Where to Use it Upper form of any business process Use This Element For Automatically publishing a business process along with its comments and attachments to the Document Manager Depending on how the administrator sets up the business process it can be automatically published to the Document Manager when it reaches a specific
251. ers is not restricted by permissions Users will see all business processes manager classes or shells regardless of their permissions Level Picker Type Integer Size 0 Input Method Picker Use on Space detail forms including those for mobile devices read only Description Picker for selecting a level to view in Unifier This definition cannot be used to create any other data element Available for auto population 49 Unifier Reference Guide Data Information Definition Space Type Integer Picker Size 0 Input Method Picker Use on gt Upper form of any business process gt Asset class Also available for use on mobile devices read only Description Picker for selecting a space from the Space Manager records This definition cannot be used to create any other data element SYS Type String Overbookin size 0 g Options Input Method Drop down list Use on Detail forms for spaces Description Drop down list for selecting overbooking options for reservable spaces The options are gt Even if confirmed booking exists gt Only if tentative booking exists gt No overbooking SYS Space _ Type String Name Size 50 Input Method Text box Use on Detail forms for spaces Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter a name for a space at runtime The name can be up to 50 characters
252. ers to Set up all company level business processes Clicking All sets the permission level for all BPs listed at the time the permission was granted does not automatically grant setup permission to BPs added later Business Processes by name This setting Setup Allows users to Set up specific business processes click on the BP to grant permissions Resource Manager Roles This setting Allows users to Create Create roles in the Resource Manager Modify Modify roles View View roles 291 Unifier Reference Guide Resource Manager Resources This setting Allows users to Create Create resources in the Resource Manager Modify Modify resources View View resources Rules This setting Allow users to Create Create new rule Modify Change existing rules View View rules Auto Update Status Setup This setting Allow users to Create Create new auto update status setups Modify gt Edit existing auto update status setups gt Activate and deactivate auto update status setups View View existing auto update status setups Templates Projects Standard This setting Allows users to Administer All Create and maintain project templates 292 Permission Settings Shells Shell type by name This setting Allows users to Administer Manage the template for that shell t
253. ervices 477
254. es the straight line payments after you click Finish Editing or send the form on to the next step in a workflow When you open the form in view mode you will see the termination date adjustment reflected on the Payment Schedule you open from the Payment Schedule button on the toolbar Available for auto population and formulas 237 Unifier Reference Guide Data Element uuu_meter_ avg_units Information Data Definition Decimal Amount Field Label Average units per day of Characters n a Where to Use it Upper form of Meter Reading Business Process BP Use This Element For Capturing the average units consumed by the Meter per day uuu_meter_ base_rdng Data Definition Decimal Amount Field Label Base Reading of Characters n a Where to Use it Meter Reading Upper form Use This Element For Keeping track of how many times the meter rollover point has been reached Rollover point value gets added to the value in this DE each time there is a rollover and if the meter gets replaced by a new meter how many units were already consumed by the previous meter so that the readings from the new meter are always added to value in this DE to figure out how many units have been consumed by the meter on a whole uuu_meter_ cumu_rdng Data Definition Decimal Amount Field Label Cumulative Reading of Characters n a Where to Use it Meter Reading Upper form Use This Element For Capturing
255. eserse oroia reinen e E OEE AE AE EET ORE ot 143 Schedule Manager vacivsseevesreredecavaecssesssveduevevesdeceseseuecivessiectveceesiascsevierds 153 Shell MaNadePceerciceorencte nepie EE E EE EEEE EEEE O RERO ERE 174 Space Managers srssrersarsioisih Dieaca eheataasebes peat AREENA EAR EERIE RT ENA A ed aTa aak 180 User Administration aise ewe svics cwonew etnies iane iE AEE A aa 183 Alphabetical Listsirresrssririrris ot rs esr eean E aN EE EE NE eee 186 Unifier Reference Guide Permission Settings csi sisssessisedscas cawssessaeveswss coweswsd samnewes cove aces ceuseedaaereserecerese 279 Administration Mode Permission SettingS ccccccccceeeeessceeeeeeeeesnseeeeeeeeees 279 Administration Mode Company Level eeceeeeeseeeeeeseeeeeeeeeeeeseeeeeeseeees 279 COMPANY Properes a 5cs5 ceases ccewecewncewncewacen E 279 cense MANAGER vccdadessuseceedeacceueccsesen ndewnces ccteewen EE OEE EE n S 279 Partner COMPANIES ssessecsdressidritisdtdtidis cetacean HARILA PEKARA daaeceee coteedea ceed eels 280 Designer PFOCESSES oie sie civ sicsindiciin sie cicbin sielsis on sie tidi cnet EENE EE EEEREN 280 Data Structure S tup wisccicceisesavceassetnccan tanida tard La DEKANLAR TENEAT ENERE RARA 284 ACCESS CONTO ares Ea E N 285 User AGMINISEFATION s2s soss edendes cece nose REE RERE REER 286 CONTISUPACION ss sser sins sisa s avis suresajnnie Teia EEEE EA EEA EEEa 287 Standards and Libraries ccc ccce sec e nce eeceeneeeneee
256. ess phone numbers company logo etc View View the company status or properties License Manager This setting Allows users to Modify Modify License Manager properties Notify Receive notifications when the number of users is getting close to license term limits as specified in the License Manager View View the License Manager console 279 Unifier Reference Guide Partner Companies This Setting Allows users to Add Add partner companies to the sponsor company from the list of available partners maintained by the Site Administrator View View partner companies uDesigner Processes All Business Processes This Setting Allows users to Full Access Create modify and delete any business process regardless of ownership Design Create modify and delete their own business processes View View business processes Deploy Deploy business processes to the staging or production environment All Asset Manager This setting Allows users to Full Access Create modify and delete any Asset Manager design regardless of ownership Design Create modify and delete their own Asset Manager design View View the Asset Manager design Deploy Deploy the Asset Manager to the staging or production environment All Configurable Modules This setting Full Access Allows users to Create modify and delete any conf
257. ess processes and attribute forms for the Document Manager Data Element Information uuu_dm_cre Data Definition User Picker ate_by Field Label Owner of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Specifying the owner of a folder or document and displaying the user information uuu_dm_cre Data Definition Date Picker ate_date Field Label Creation Date of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the date and time a folder was created uuu_dm_de Data Definition SYS Short Description Text 250 scription Field Label Description of Characters 250 Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering a description of a document or folder uuu_dm_no Data Definition SYS Short Description Text 250 de_name Field Label Name of Characters 250 Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering a folder name 114 Data Elements Data Element Information uuu_dm_no Data Definition SYS Long Description Text de_path Field Label Location of Characters Where t
258. etail form of any cost business process Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a work package while creating a line item If the user specifies a work package for a Base Commit Unifier will also tie that package to the PayApp General Spends and Change Commit records associated with that Base Commit If the user is using CSV or Web Services this data element must be present in both the detail form and the integration form in order for Unifier to make the work package connection between the Base Commit and the other business processes 277 Unifier Reference Guide 278 Permission Settings The tables in this chapter describe permission settings in Unifier You can set permissions in the Access Control node or by opening a user or group record and choosing the Permissions tab In This Section Administration Mode Permission SettingS cc ccccceeeeeeeeeeeeneeeeeeeeeeeeeseneeeeteees 279 User Mode Permission Settings cccccccceeeeeeeeeeeeeeeeeeeeeeeeeeegnaeaeeeeeeeeeeeesnaaaaes 301 Administration Mode Permission Settings You can set permissions for Administration mode at the company program or shell project levels Administration Mode Company Level Company Properties This setting Allows users to Modify Status Change the company status to Active Inactive or On Hold Modify Properties Change the company addr
259. etting View Allows users to View system usage reports System Reports node Administration Mode Program Level Programs This setting Create From All Projects Allows users to Create programs from all company sponsored projects Create From Own Projects Create a program from projects a user is a member of Modify Properties Change the status image name number progress and links of a program View View program properties Access Control This setting Allows users to Modify Change access control permissions for users and groups View View access control permissions for users and groups 296 User Administration Permission Settings Users This setting Allows users to Add Users Add program users Modify Status Modify user statuses Active Inactive On hold Modify Permissions Change user permission settings Modify Properties Change user information address time zone etc View View user information Groups This setting Allows users to Create Create new program groups Modify Permissions Modify the permissions of program groups Modify Properties Modify the properties of program groups View View program groups and properties Administration Mode Shell Project Level Company Sponsored Projects Standard Project Properties This setting Admini
260. ever the document is revised uuu_issue_ Data Definition Date Picker date Field Label Issue Date of Characters n a Where to Use it Detail form of document business processes Use This Element For Selecting the issue date of a document that is attached to a line item uuu_line_ite Data Definition Designer Line Item Status m_status Field Label Line Item Status of Characters Where to Use it Detail form of Document business processes Use This Element For Selectively modifying line item information on a workflow step uuu_name __ Data Definition SYS Short Description Text 250 Field Label Name of Characters 250 Where to Use it Detail form of document business processes Use This Element For Entering a file name uuu_rsv_ov Data Definition SYS_Overbooking_Options erbook Field Label Allow Overbooking of Characters n a Where to Use it Document type BPs Use This Element For Specifying that the asset can be overbooked on reservation There are three overbooking options gt Even if confirmed booking exists gt Only if tentative booking exists gt No overbooking 117 Unifier Reference Guide Data Element Information uuu_rsv_res Data Definition SYS_Yes No ervable Field Label Allow Reservation of Characters n a Where to Use it Document type BPs Use This Element For Specifying that the asset can be reserved for use uuu_revisio Data Definition S
261. f necessary The date format can also be set in a user preference template The following lists the supported date formats Note The time format for all dates is HH MM AM 395 Unifier Reference Guide MM DD YYYY DD MM YYYY MM DD YY DD MM YY MM DD YYYY DD MM YYYY MM DD YY DD MM YY DD MM YYYY YYYY MM DD MMM DD YYYY DD MMM YYYY YYYY MMM DD M D YYYY M D YY D M YYYY D M YY YY M D YYYY M D YY MM DD YYYY MM DD v v v v v v v v v v v v v v v v v wv v wv vY Company Address Use the codes included in the following table for the address fields when entering the user records Address Type Code Headquarters 1 Main Branch Office Billing Shipping Billing and Shipping NN OO oO AJOJN Satellite Office 396 Import Codes Use the values included in the following table for any record in which Active Inactive or On Hold are the status choices The status you choose for the import value will be effective as soon as the record is imported For example if you enter a 1 for the status the user will be an active Unifier user upon successful import of the record if you enter 2 the user will be On Hold until an administrator activates the user record from within Unifier Status Value Inactive 0 Active 1 On Hold 2 Check Box For check boxes on BP forms you can import the following values to select check a check box or leav
262. f the Schedule Manager that can be used for those projects that can self manage themselves Scope Management creates project deliverables assigns resources to the deliverables and drives the coordinated completion of the deliverables It initiates the activities that produce the deliverables based on fixed durations and the completion of dependencies routes the activities to the responsible person or group monitors their completion and updates the activity s status automatically Self Service Portal Log in accessible to company user that allows them to submit request track submitted requests and communicate with the call center Sequence Policy A sequence policy determines how the record numbers for each BP record are ordered The record number is displayed on the form and in the business process log For acompany record numbering starts with this number on the first record of the first project and is sequential on each record after that no matter what project a BP record is created in For a project record numbering starts over in each new project and is sequential within the project Service Providers Partner companies whose users perform specific duties for the sponsoring company both within and outside of a project 458 Data Dictionary Term Definition Shell A shell is a container in which users can organize entities such as projects or facilities This shell is where
263. fessionals who are installing and configuring the server environment and the Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Unifier Performance and Sizing Guide Provides guidance for planning product deployment with gt Estimates of hardware and software requirements for Primavera Unifier gt Recommendations for deploying small scale to large scale configurations The Unifier network administrator database administrator and Unifier administrator should read this guide 468 For More Information Title Unifier Upgrade Guide Description Provides information on how to upgrade to the latest version of with Oracle Primavera Unifier The Unifier network administrator database administrator and Unifier administrator should read this guide Tested Configurations Previously System Configuration Information Provides the tested configurations for Oracle Primavera Unifier and includes list of applications and supported version levels All users should read this guide The Unifier network administrator database administrator and Unifier administrator should read this guide Primavera Unifier Security Guide Provides guidelines on how to plan your security strategy for Oracle Primavera Unifier All users should read this guide The Unifier network administrator database administrator and Unifier admin
264. finition Allocation Template Picker Field Label Allocation Template of Characters n a Where to Use it Detail form of a Lease BP Use This Element For Selecting an allocation template to link to a line item on a lease Unifier users can create an allocation template to pro rate lease payments into different amounts for multiple tenants in a building The template will designate a breakdown of the costs for each tenant and Unifier will use this breakdown to create the payment calculations 228 Data Elements Data Element Information uuu_lse_en Data Definition Date Only Picker d_date Field Label End Date of Characters n a Where to Use it Lease BPs Use This Element For Specifying the date on which a lease term ends This date must be greater than the start date and cannot be more than 100 years per line item For example January 2000 to December 2099 is valid but January 2000 to December 2100 is not If a lease for longer than 100 years is necessary you will have to set up multiple payment term lines to accommodate it uuu_lIse_es Data Definition Decimal Amount c_freq_len Field Label Escalation Frequency Term Length of Characters n a Where to Use it Lease BPs Use This Element For gt Specifying how often the escalation should occur time wise Such as every 12 months gt Not applicable if None is chosen for the Escalation Method This element works in conjunction with these el
265. finition Fields using this definition will allow Unifier users to enter a number for a shell The name can be up to 50 characters long For Project Shell Creation type BPs you need to create a data element based on this definition It is a mandatory field for the form Shell Picker Type Integer Size 0 Input Method Picker Use on Upper form of any business process Detail form of Timesheet BP Asset class attribute form Planning item attribute form Configurable manager attribute form Also available for forms on mobile devices Description Picker for selecting a shell from the Shell Manager records You can create any number of data elements fields using this definition v v v v v v 46 Data Definitions Data Information Definition SYS Shell Type String Name Size 50 Input Method Text box Use on gt Shell attribute forms gt Project Shell Creation BP Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter a name for a shell or project The name can be up to 50 alphanumeric characters long For Project Shell Creation type BPs you need to create a data element based on this definition It is a mandatory field for the form User Data Type Integer Picker Size 0 Input Method Picker Use on gt Both upper and detail forms of business processes at the company and project shell level
266. form has not been created in uDesigner Unifier will define the layout of the data element If you create a Fund Attribute form you can configure your own layout based on the attributes added to the form uuu_fund_c Data Definition SYS Short Description Text 250 ode Field Label Fund Code of Characters 250 Where to Use it Fund Attribute Forms Use This Element For Entering a fund code system defined data element 96 Data Elements Data Element Information uuu_fund_d Data Definition Fund Attribute Forms escription Field Label Fund Description of Characters 120 Where to Use it Fund Attribute Forms Use This Element For Entering additional information about a fund uuu_fund_fu Data Definition Funding Category ndcategory Field Label Fund Category of Characters 100 Where to Use it Fund Attribute Forms Use This Element For Entering the category of a fund The data set for this field is specified in Unifier uuu_fund_fu Data Definition SYS Short DescriptionText 120 ndname Field Label Fund Name of Characters 120 Where to Use it Fund Attribute Forms Use This Element For Entering the name of the fund uuu_fund_lo Data Definition SYS Long Description Text 2000 ng_desc Field Label Fund Long Description of Characters 2000 Where to Use it Fund Attribute Forms Use This Element For Entering additional information about a fund Cost
267. form of a BP this field is always updated with the current value of the standard Project Phase element uuu_project Data Definition Project Picker _picker Field Label Project of Characters n a Where to Use it Detail form of a company level BP Use This Element For Selecting a project You can place multiple project pickers on a form The picker will show the user a list of the company sponsored projects to which the user has access The picker shows active inactive and on hold projects 249 Unifier Reference Guide Data Element uuu_project _rate_overri de Information Data Definition Field Label Project Currency Rate Override of Characters n a Where to Use it Upper form of any cost BP Note Not available for company level BPs Use This Element For Overriding the project currency exchange rate when creating a cost transaction in Unifier To accommodate this rate override the BP must also contain a Currency Picker The user can override the exchange rate only on the Creation step of a business process or before clicking Finished Editing on a non workflow business process If the user overrides the rate the override value will become the currency exchange rate and will be copied to the existing currency exchange rate fields on the form Because the rate must be overridden on the Creation step only this element cannot be auto populated For integration you can specify a dir
268. g Activity Type data from P6 uuu_P6Perc entComplet e Data Definition Decimal Amount Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Percent Complete data from P6 uuu_P6Plan nedTotalCo st Data Definition Currency Amount Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Planned Total Cost data from P6 uuu_P6Actu alTotalCost Data Definition Currency Amount Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Actual Total Cost data from P6 241 Unifier Reference Guide Data Element Information uuu_P6AtC Data Definition Currency Amount ompletionT Field Label Is picked from the specifications ofalvest of Characters Is picked from the specifications DD of the field Where to Use it
269. g a string formula designed in uDesigner Each segment can be a data element that is placed on the detail form of a class Data elements that form the navigation code segments are not required and can be empty at runtime in Unifier 91 Unifier Reference Guide Data Element Information uuu_cn 1 Data Definition CM 1 25 Picker 25 _picker Field Label manager name Picker of Characters n a Where to Use it Detail forms of Cost BPs and Line Item BPs including any detail form for a tab on multiple tab BPs of these types Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a code or record from a configurable manager The code picker is created automatically when the manager is created The picker auto populates elements from the manager record onto BP forms Note A code picker from a company level manager cannot be placed on a BP at Project Shell level and vice versa uuu_rsv_ov Data Definition SYS_Overbooking_Options erbook Field Label Allow Overbooking of Characters n a Where to Use it Configurable manager attribute forms Use This Element For Specifying that the object can be overbooked on reservation There are three overbooking options gt Even if confirmed booking exists gt Only if tentative booking exists gt No overbooking uuu_rsv_res Data Definition SYS_Yes No ervable Field Label Allow Reservation of Characters n a
270. g whether or not Unifier should freeze and copy unit price information onto a change commit or payment application This check box works in conjunction with the uuu_unit_price and uuu_quantity data elements uuu_unit_pri Data Definition Currency Amount ce Field Label Item Unit Cost of Characters 50 Where to Use it Detail form of Commit at Company Level type Base Commit or Payment Applications business processes with Payment Applications SOVs Use This Element For Enter the unit cost of a line item This data element works in conjunction with the uuu_unit_cost_contract and uuu_quantity data elements wpid Data Definition Work Package Picker Field Label Work Package of Characters n a Where to Use it Detail form of any cost business process Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a work package while creating a line item If the user specifies a work package for a Base Commit Unifier will also tie that package to the PayApp General Spends and Change Commit records associated with that Base Commit If the user is using CSV or Web Services this data element must be present in both the detail form and the integration form in order for Unifier to make the work package connection between the Base Commit and the other business processes 113 Unifier Reference Guide Document Manager Use the following data elements for creating the busin
271. ge a project phase from Project Gates Modify gt Modify gates settings gt Add general comments gt View the sheet gt View the sheet structure and export cost codes gt Export the sheet summary View View project gates 311 Unifier Reference Guide Configurable Models Code based configurable managers by name including generic cost managers This setting Allows users to Create gt Create view and modify sheet properties gt View the sheet structure add and delete rows modify columns import cost codes and export cost codes gt Export the sheet summary Modify Properties gt View and modify the sheet properties gt View and modify the sheet structure and export costs codes gt Export the sheet summary Modify gt View the sheet gt View the sheet structure and export cost codes gt Export the sheet summary View gt View the sheet gt View the sheet structure and export cost codes gt Export the sheet summary Configurable Models Code and record based configurable manager by Class sheet name This setting Allows users to Create Create a class sheet for this manager export import rows and add columns Modify Modify a class sheet s properties export import rows and modify columns View View a class sheet its properties and its column properties Configurable Manager Code and record based configurable manager by name Cla
272. gration in the uDesigner User Guide In This Section UCI sexes Se scustcedeees ea ted aw ce ee ee 387 HMO ZONO ener eer eee ee ee ee ee ee ee ene ee 392 Date Format 0 ccccccccccccceecssceceseeecesueueeseuceeeeueeeeueeeaeeeeeuseseaueeueusesaaueeuaeeeaeeeneneaes 395 COMPANY Address scenerna E ERE EE EEEE EEA EREE EER 396 SSS a A E A E 397 Check BOX sisia cie devececsdecctedacnavacdcnewaed cavecesdssstesa ced a e aa aeaa aa a aE aa aE Edt 397 Currency When importing Business Processes BPs you often must specify a project currency that Unifier can use for cost BPs and other calculations You may need to enter the code corresponding to the currency used where the project is located The currency can also be set in a user preference template The following is a list of supported currencies and their corresponding codes in parenthesis Afghani AFN Algeria Dinar DZD Ariary MGA Australia Dollar AUD Azerbaijani Manat AZN BCEAO Franc XOF Bahamas Dollar BSD Bahrain Dinar BHD Barbados Dollar BBD Belarus Ruble BYR Belize Dollar BZD Bermuda Dollar BMD Bhutan Ngultrum BTN Bolivia Boliviano BOB Botswana Pula BWP Brazil Real BRL Brunei Dollar BND Burundi Franc BIF v v v v v v v v v v v v v v v v v v 387 Unifier Reference Guide vvwvwrovwrovwroivrvVvrvVvrivVvrivVvriVvVvrVviVvrTVvrVv iVvrVvrVvrVv iVviVvrVvrVv iVvrVvriVvvVvriVvriVviVvrvVvivVv iVvrvVvrVvVvrVviVveVvwveVvrvTw
273. gt Lease Allocation Template gt Lease business process Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to select a payment type for a lease allocation template For this data definition the Unifier Administrator must create a data set of payment types SYS Project Cost Datasource Type Float Size 0 Input Method Currency Use on gt Asset class detail form gt Activity Attribute form Description For Asset Manager use this data definition to create data elements to gather numeric values from project cost sheets associated with assets Fields using this definition create the columns on Asset class sheets For Schedule Manager use this data definition to create data elements to gather numeric values from the cost sheet of a project into columns on a schedule sheet Fields using this definition create the columns on schedule sheets 79 Unifier Reference Guide Data Information Definition SYS Type String Proration Size 50 Method Input Method Drop down list Use on Lease business processes Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to specify the method by which lease payments should be calculated SYS Type Integer Reading Size 0 Type Input Method Drop down list Use on Detail fo
274. gt Upload drawings to create a level Note If space objects were created with uCAD you can create spaces by uploading drawings Modify Modify a level or space and upload drawings will also create levels and spaces when you upload the drawings if they are created with uCAD plug in View View a level or space Allow Quick Calendar Entry Enter a reservation directly on the calendar for a space Note If the space has not been calendar enabled in uDesigner this permission will not appear on the list Space Manager Stack Plans This setting Allows users to Create Create modify delete and view the stack plan properties and plan Modify Modify and view the stack plan properties and plan View View the stack plan both properties and the plan 319 Unifier Reference Guide Logs All or Business Process by name This setting Modify Record Ownership Allows users to Transfer ownership of a record from one user to another The user with this permission setting does not need to be the current owner creator Note The current record owner will always have this ability regardless of whether this setting is selected Terminate Workflow Terminate a BP record This permission overrides the Do not allow creator owner to terminate record option in the Business Process Configuration window Note Do not use this permission for single record BPs View All R
275. h as PTO holiday etc uuu_resc_ot _rate Data Definition Decimal Amount Field Label Overtime Rate of Characters n a Where to Use it Time Sheet business processes Use This Element For Entering the overtime rate of a resource role combination If this element is automatically calculated the calculated rate will be displayed 145 Unifier Reference Guide Data Element uuu_resc_pi cker Information Data Definition Resource Picker Field Label Resource Picker of Characters n a Where to Use it Detail form of Time Sheet and Booking business processes Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a resource to report on or assign This picker always opens in Find mode and requires the user to enter at least one search criteria such as a name or a skill to narrow the field of names to choose from For timesheet BPs users will use this picker to select the personnel to report time on At runtime in Unifier the picker will default to read only mode and show the current user s name as Unifier assumes the user will be reporting his or her own time However depending on permissions the picker can be editable in order to allow others such as project managers to complete time sheets on behalf of other workers uuu_resc_pr oficiency Data Definition SYS Resource Proficiency Field Label Proficiency of Characters n a Wher
276. hange Commit line items uuu_compa ny_acc_cod epicker Data Definition Account Code Picker Field Label Account Code Picker of Characters n a Where to Use it Detail form of cost business processes of sub type Line Items with Company Account Code Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting account codes created at runtime in Unifier The element shows a list of active account codes from a company level accounting sheet uuu_compa ny_account _code Data Definition SYS Short Description Text 250 Field Label Company Account Code of Characters 250 Where to Use it Account Code Attribute forms Use This Element For Building a company level account structure to collect cost related transactions generated by projects assets and company level cost business processes Entering a definition for a company level account code created in Unifier Specifies company level costs related to assets resources facility maintenance etc uuu_compa ny_account _name Data Definition SYS Short Description Text 120 Field Label Company Account Name of Characters 120 Where to Use it Account Code Attribute Form Use This Element For Entering a name for a company account code uuu_contac t_company Data Definition SYS Medium Name Field Label Contact Company of Characters 64 Where to Use it RFB business process form that is flagged as the
277. haracters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Specifying the baseline cost of a project phase on a schedule sheet This is one element of a set that includes uuu_finish_baseline 1 10 uuu_duration_baseline 1 10 and uuu_total_cost_baseline 1 10 You must include all of these elements on the form for the baseline function to work correctly Shell Manager Use the following data elements for creating the business processes and attribute forms for the Shell Manager Data Element Information uuu_admini_ Data Definition User Picker strator Field Label Administrator of Characters n a Where to Use it gt Shell detail form gt Upper or detail form of a Shell Project Creation BP Note Do not use this picker on configurable manager attribute forms Use This Element For Specifying the administrator of a shell 174 Data Elements Data Element Information uuu_au_set Data Definition SYS String up_picker Field Label Auto update Status Setup of Characters n a Where to Use it gt Shell detail form gt Project details Use This Element For Specifying an automatic status update setup under the Company Workspace These setups are defined by the administrator uuu_int_sch Data Definition SYSP6ScheduleType edule_type Field Label Schedule Type Drop down
278. haracters n a Where to Use it Time Sheet business processes Use This Element For Specifying the type of non working day such as PTO holiday etc uuu_resc_o Data Definition Decimal Amount t_rate Field Label Overtime Rate of Characters n a Where to Use it Time Sheet business processes Use This Element For Entering the overtime rate of a resource role combination If this element is automatically calculated the calculated rate will be displayed 263 Unifier Reference Guide Data Element uuu_resc _p icker Information Data Definition Resource Picker Field Label Resource Picker of Characters n a Where to Use it Detail form of Time Sheet and Booking business processes Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a resource to report on or assign This picker always opens in Find mode and requires the user to enter at least one search criteria such as a name or a skill to narrow the field of names to choose from For timesheet BPs users will use this picker to select the personnel to report time on At runtime in Unifier the picker will default to read only mode and show the current user s name as Unifier assumes the user will be reporting his or her own time However depending on permissions the picker can be editable in order to allow others such as project managers to complete time sheets on behalf of other workers
279. hat uses BP pickers and line item pickers Reference processes contain the list of items the user can choose from the picker Because a reference process establishes a link record to record you can populate the fields or pickers of one business process with the data from the referenced process 454 Data Dictionary Term Definition Request for Bid The Request for Bid RFB is a type of line item BP RFBs are unique business processes that require participation from personnel outside your company For an RFB two sets of BP forms are required one for the requestor the Unifier user who creates the RFB and invites bids and another for the bidders the vendors to fill out with bid information An RFB must include a reference process to a vendor list business process which contains the pool of vendors to whom the RFB will be sent Requestor The Unifier user who initiates a Request for Bid RFB and invites bids Resource Any individual who can fit a role in a project or company work and whose time and activities can be planned from the Resource Manager Resources can be from sponsor or partner companies This is known as a hard booked resource If the Administrator has imported the Earned Value related Assignment Attribute form resources can also be represented by resource categories such as Man Hours or Equipment These resource categories are defined in the Schedule Manager on the Resources tab of the Activi
280. he Resource Assignment tab of the Activity Attribute form The user can override the calculation and enter the hours directly onto the schedule sheet via the Activities Resource tab uuu_actual_ Data Definition Decimal Amount duration Field Label Actual Duration of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Viewing the actual duration of an activity that is part of a scope management schedule This value is calculated from the actual start and finish dates uuu_actual_ Data Definition Date Picker finish_date Field Label Actual Finish Date of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Selecting the actual finish date of an activity that is part of a scope management schedule uuu_actual_ Data Definition Date Picker Start_date Field Label Actual Start Date of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Selecting the actual start date of an activity that is part of a scope management schedule 199 Unifier Reference Guide Data Element uuu_addres s code Information Data Definition SYS Description Text 500 Field Label Address Code of Characters 500 Where to Use it On upper forms and logs for these components Shell attribute forms Line Item BPs Simple BPs Text BPs Document BPs Generic Cost BPs for proj
281. he base currency 430 Data Dictionary Term Definition Baseline The original schedule produced at the beginning of a project and accepted as the contractual project schedule This baseline is the schedule against which progress and payments are measured until the schedule is revised A baseline is essential for tracking progress The original estimates it contains are permanent reference points against which you can compare the updated task information that you enter into your project plan as the project progresses In Unifier you can create additional baselines for construction phases up to 11 in a single project plan 431 Unifier Reference Guide Term Definition BP See Business Process BP 432 Data Dictionary Term Definition Bid items The line items of a Request for Bid RFB business process record 433 Unifier Reference Guide Term Definition Bid Package The header and details of a bid request 434 Data Dictionary Term Definition Bid tabulation A comparative view of the bids submitted by the bidders on a project 435 Unifier Reference Guide Term Bidder Definition A vendor or supplier who bids on a project Blanket Purchase Order Blanket PO A blanket PO is a company level sub type of a cost business process It is independent of a budget or cost sheet and is used for tracking non WBS
282. he status of a business process record This is a required field on both workflow and non workflow business processes The data set for this data element is based on the statuses that are selected as part of the business process design in uDesigner For workflow business processes this element will be read only and will be changed or updated based on the workflow step status For non workflow business processes this element is editable and required title Data Definition Short Description Text Field Label Title of Characters 50 Where to Use it Any business process Use This Element For Entering a title for a business process record This element is useful if you want the title of the business process record to appear in notifications and task logs usd_curren Data Definition Float cyrate Field Label Rate in Base Currency of Characters n a Where to Use it Upper forms of Cost BPs in standard projects and also WBS and generic shells Can be used for gt Formulas gt Email notifications gt Unifier on mobile gt Data cubes gt Data views Use This Element For Displaying the converted currency rate as a read only field Unifier uses this element to compute the base currency rate based on the transaction currency and the current exchange rate For example a multinational company might create purchase orders in different currencies Euros US and Chilean Pesos The company has an approval matrix based on the E
283. hedule Finish Date Start Date Summary Shell Projects Std Custom Project Type NA 385 Unifier Reference Guide Use this Data Source Shell WBS Cost Summary in Base Currency Shell WBS Cost Summary in Default Currency To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Cell Phone Login ID Company Name Name Company Short Name Pager Creation Date Registry Task Task Assignee and CC Email Role Fax Title First Name Welcome Email Home Phone Work Phone Last Name 386 Import Codes The tables in this chapter list valid entry codes for non text entry fields Use these codes for importing user records into Unifier using CSV files For information about importing records into Unifier see the chapter on inte
284. heet BPs including those for mobile devices read only Description Picker for selecting an activity from the master schedule sheet This definition is fixed and cannot be used to create any other data element Unifier populates this picker with the activity records that were created with the Activity attribute form Filtered Group Type String Size 128 Input Method Drop down list Use on Activity Attribute forms Description Drop down list for selecting groups The data set for this field will be specified in Unifier 36 Data Definitions Data Information Definition Resource Type String Type Size 128 Input Method Drop down list Use on Resource Assignment Attribute forms Description Drop down list for selecting groups The data set for this field will be specified in Unifier 37 Unifier Reference Guide Data Definition Role Data Picker Information Type Integer Size 0 Input Method Picker Use on Resource Assignment Attribute forms Description Picker for selecting roles for assignment to schedule sheet activities You can create any number of data elements fields using this definition Not available for auto population and reverse auto population If this picker is included on the attribute form the user can assign a role to an activity and Unifier will use the role information to calculate role costs Following is how Unifier calculate
285. here to Use it Schedule Activity Attribute forms Use This Element For Selecting the status of an activity that is part of a scope management schedule The statuses for these activities are predefined and cannot be modified The statuses are Not Started In Progress Complete and Not Applicable When an activity is part of a scope management schedule this is read only otherwise it becomes a pull down menu from which the user must choose the status Note The Not Applicable status is available only for scope management activities that have been switched to manual mode A Not Applicable status will retain existing dates and duration 198 Data Elements Data Element Information uuu_activity Data Definition SYS Description Text 500 _wbs_code Field Label WBS Codes ji of Characters 500 Where to Use it Schedule Activity Attribute forms Use This Element For Viewing the WBS code associated with an activity Displays WBS code that were added to the WBS tab in the Activity Properties This data element is always read only and can be added as a schedule sheet column uuu_activity Data Definition Decimal Amount _work_hrs Field Label Activity Work Hours of Characters n a Where to Use it gt Schedule Activity Attribute form gt Schedule sheet Use This Element For Viewing or entering the calculated work hours when a person is assigned to an activity This field is automatically populated through t
286. here to Use it User Administration form Use This Element For Entering the pager number of a user uuu_user_p assword Data Definition SYS Medium Name Field Label Password of Characters 64 Where to Use it User Administration form Use This Element For Entering the user password 275 Unifier Reference Guide Data Element uuu_user_p roxy Information Data Definition User Picker Field Label Proxy Name of Characters n a Where to Use it User Administration form Use This Element For Entering the proxy name of a user uuu_user_p roxy_config Data Definition SYS Check Box Field Label Proxy Configuration Allowed of Characters n a or 0 Where to Use it User Log User Picker User Data Picker Integration Interface Company Users Log Partner Users Log Use This Element For Integration Controlling Proxy login setup for users uuu_user_s tate Data Definition SYS Medium Name Field Label State of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the state of a user or resource uuu_user_s tatus Data Definition SYS User Status Field Label Status of Characters n a Where to Use it User Administration form Use This Element For Radio button to select the status of a user Active Inactive or On Hold By default the status is Inactive uuu_user_ti mezone Data Definition SYS Medium Name Field Label
287. his DE on an RFB Requestor Upper form Use This Element For Selecting a winning bid from all bids received uuu_user_id Data Definition SYS Long Name Field Label User ID of Characters n a Where to Use it RFB business processes to send out bid invitations Use This Element For Entering vendor or bidder contact information This element accepts only email address as input Resource Manager Use the following data elements for creating the business processes and attribute forms for the Resource Manager Data Element Information uuu_activity Data Definition Activity Picker _picker Field Label Activity Picker of Characters n a Where to Use it Time Sheet business processes in the company workspace or in a WBS shell not available for generic shells Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting an activity from the master schedule sheet uuu_from_d Data Definition Date Picker ate Field Label From Date of Characters n a Where to Use it Resource Booking business processes Use This Element For Entering the time frame for which the resource is being booked 143 Unifier Reference Guide Data Element uuu_resc_c apacity Information Data Definition Integer Amount Field Label Default Resource Capacity of Characters n a Where to Use it Resource Attribute forms Use This Element For Enter
288. his Element For Indicating a specific week for something such as a time sheet entry Schedule Manager Use the following data elements for creating the schedule sheets and attribute forms for the Schedule Manager Data Element Information uuu_act_co Data Definition Currency Amount sti Field Label Activity Cost 1 of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering or viewing cost data at the activity level uuu_act_co Data Definition Currency Amount st2 Field Label Activity Cost 2 of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering or viewing cost data at the activity level 153 Unifier Reference Guide Data Element Information uuu_act_lat Data Definition Date Picker est_prog_as Field Label Activity Latest Progress As Of am of Characters n a Where to Use it Schedule Activity Attrioute Forms Use This Element For Viewing latest progress modification date for an activity uuu_act_pct Data Definition Decimal Amount _complete Field Label Activity Percent Complete of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing the activity percentage of completeness derived as an average of work complete for assigned resources uuu_act_tot Data Definition Currency Amount _cost1_per_ Field Label Activity Tota
289. hnology This capability brings you and Oracle experts together to access information about support services products technologies best practices and more 473 Unifier Reference Guide Additional Support The following is a list of additional support that are available in Unifier Unifier Help Unifier Library Contact Support Download Plugins About Unifier v v v v v Note The Contact Support and Download Plugins options both open a single window Support The only difference is as follows Contact Support opens the Contact tab of the Support window by default Download Plugins opens the Download tab of the Support window by default Unifier Help Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Unifier Help to open the Unifier and uDesigner Help Unifier Library Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Unifier Library to open the Unifier documentation library Contact Support Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Contact Support to open the Support window The Support window has two tabs gt Contact which opens by default gt Download In the Contact tab Contact Information section you can see the name phone and contact instructions of someone at your company that you can contact when you need help with Primavera Unifier For as
290. ifier will create the first payment record immediately with the creation date as the current date This field can be auto populated and can contain a formula uuu_lse_fre Data Definition Drop down list quency Field Label Frequency of Characters n a Where to Use it Lease BPs Use This Element For Specifying the frequency with which the lease should be paid one time payment 3 months 6 months 9 months or 12 months Used in conjunction with the lease start and end dates the payment will be automatically prorated on days per month except for one time payments The calculated daily rates are based on 3 months 90 days 6 months 180 days 9 months 270 days 12 months 360 days 231 Unifier Reference Guide Data Element uuu_lIse_pa y_amount Information Data Definition Currency Amount Field Label Payment Amount of Characters n a Where to Use it Lease BPs Use This Element For Displaying the payment amount requested This is a read only element Unifier uses the values of these elements gt uuu_lIse_start_date uuu_lIse_end_date uuu_lse_frequency uuu_lse_proration_method uuu_lse_add_pay_amt uuu_lIse_esc_method uuu_lse_esc_freq_len gt uuu_Ise_esc_freq_ type to calculate the value for this field rv v v v v uuu_lse_pa y_creat_lea d_time Data Definition SYS Pay Creation Day of Month Field Label Payment creation lead time of Characters n a Whe
291. ify folders created as subfolders to the root Subfolder permissions are managed locally in the Document Manager Organize gt Modify the properties and position of folders under the root gt Organize all folders in a project regardless of folder level permissions using the Organize Folders function View View the Document Manager and Company Documents nodes required as the minimum user permission before any permission access in User mode to files or folders can be given Note This permission setting only grants the user the ability to view the Company Documents node The user must also be granted permission at the folder or document level in User mode in order to view specific folders or documents 303 Unifier Reference Guide Document Manager Published Documents This setting Allow Quick Calendar Entry Allows users to Enter a reservation directly on the calendar for a Document Manager record Note If the business process has not been calendar enabled in uDesigner this permission will not appear on the list Document Manager Unpublished Documents This setting Allows users to Publish Publish or move documents from the Unpublished Documents folder into the Company Documents folder Download Download an unpublished document Open Open an unpublished document View View the Unpublished Documents node and the list of documents Planning Manager
292. igurable manager design regardless of ownership 280 Permission Settings This setting Allows users to Design Create modify and delete their own configurable manager designs View View the configurable manager designs Deploy Deploy the configurable manager to the staging or production environment All Cost Manager This setting Allows users to Full Access Create modify and delete and Cost Manager design regardless of ownership Design Create modify and delete their own Cost Manager design View View the Cost Manager design Deploy Deploy the Cost Manager to the staging or production environment All Document Manager This setting Allows users to Full Access Create modify and delete any Document Manager design regardless of ownership Design Create modify and delete their own Document Manager design View View the Document Manager design Deploy Deploy the Document Manager to the staging or production environment All Planning Manager This setting Allows users to Full Access Create modify and delete any Planning Manager design regardless of ownership Design Create modify and delete their own Planning Manager design 281 Unifier Reference Guide This setting Allows users to View View the Planning Manager design Deploy Deploy the Planning Manager to the staging or prod
293. ime imme of Characters n a Where to Use it Payment requests auto created by Lease BPs Use This Element For Calculating the creation date of a Payment Request BP This field triggers the auto creation of payment request BP records from the Lease BP This value is the difference in days between 1 and 30 and produces the lead time the number of days before the latest payment due date at which the generated record should be created Unifier uses this value with the value of the uuu_lse_pay_latest_due_date field to auto populate the uuu_lse_pay_creation_date field For example if the value in the uuu_Ise_pay_latest_due_date field is 3 15 2009 and the value the user specifies in this lead time field is 5 then the creation date of the payment request will be 3 10 2009 135 Unifier Reference Guide Data Element uuu_lIse_pay _due_date Information Data Definition Date Only Picker Field Label Payment Due Date of Characters n a Where to Use it Must be included on the standard detail form of Lease BPs Use This Element For Displaying the payment due date This is a read only field that is auto populated Unifier uses the values of the uuu_lse_frequency and uuu_Ise_pay_due_day elements to calculate the value for this field uuu_lse_pay _due_day Data Definition Drop down list Field Label Payment Due Day of Characters n a Where to Use it Lease BPs Use This Element For Specifying the day
294. ime Sheet BP uuu_resc _t Data Definition Resource Type ype Field Label Resource Type of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Selecting a resource type This system defined data element is based on a system defined data definition called Resource Type Data set values for this data definition can be defined in Unifier By default a new option will be added called Hard Booked Resources to the data set values of this data definition This data element is used to identify whether the resource assigned is a Hard Booked resource or a resource category for example Manhours or Equipment created by the user uuu_role_a Data Definition Decimal Amount mt Field Label Total Amount of Characters n a Where to Use it Resource Attribute forms Use This Element For Entering the total dollar amount for the hours reported on a Schedule Sheet It is used to calculate the role rate based on the exchange rate The total cost role rate x currency rate x quantity If the resources are not allocated the total cost is manual entry from a formula 265 Unifier Reference Guide Data Element uuu_rsv_Ov erbook Information Data Definition SYS_Overbooking_Options Field Label Allow Overbooking of Characters n a Where to Use it Space detail formSpace detail form Use This Element For Specifying that the space can be overbooked on reservation There a
295. in Unifier This element can work in conjunction with the Space Picker uuu_phy_space_picker It is mandatory on any company level BP or Asset class that includes a Space Picker It is optional on any project shell level BP that includes a Space Picker 125 Unifier Reference Guide Data Element uuu_line_ite m_status Information Data Definition Designer Line Item Status Field Label Line Item Status of Characters Where to Use it Detail form of gt Document business processes gt Line item type business processes Use This Element For Selectively modifying line item information on a workflow step uuu_phy_sp ace_picker Data Definition Space Picker Field Label Space Picker of Characters n a Where to Use it gt Upper form of any business process gt Asset class Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a space record If you use this element on a company level BP or Asset class you must include the Shell Picker uuu_default_shell_picker If you include this element on project shell level BPs the Shell Picker is optional 126 Data Elements Data Element Information uuu_project Data Definition Project Phase _phase Field Label Project Phase of Characters 64 Where to Use it gt Upper form of project level business processes its logs Standard and Advanced and find Note uuu_project_phase is
296. ing Records Funded at Project level Gate Phase Advanced By Phase Name Auto Advance to Next Project Phase Phase End Date Phase Order Phase Start Date Phase Status Gate Phase Comment Attachments Creator Company Create Date Text Comment Creator Gate File Name Reference Status Phase Comment Attachmen File Size Revision No l Issue Date Title Gate Publication Date Upload By Phase Comment Attachmen ies 359 Unifier Reference Guide Use this Data Source Gate Phase Comment Attachmen t Markup To get these details Cell Phone Company Name Company Short Name Creation Date Creator Email Fax First Name Home Phone Additional details Last Name Login ID Markup Name Pager Registry Role Size Welcome Email Work Phone Gate Phase Gate Condition Gate Element Condition Gate Element Name Gate Element Value Ignore Condition Shell Administrator Construction Type Description Location Creation Date Name Number Organization Category Phase Status Project Std Construction Complete Project Std Design Complete Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Site Project Std Schedule Status Project Std Setup Date Project Std Start Date Shell Type Top Level Shell Name 360 Extracting Data for User Defined Reports Use this Data
297. ing Secondary Constraint data from P6 uuu_phy_s Data Definition Space Picker pace_picker Field Label Space Picker of Characters n a Where to Use it gt Upper form of any business process gt Asset class Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a space record If you use this element on a company level BP or Asset class you must include the Shell Picker uuu_default_shell_picker If you include this element on project shell level BPs the Shell Picker is optional 244 Data Elements Data Element Information uuu_planni Data Definition SYS Short Description Text 120 ng_item Field Label Planning Item of Characters 120 Where to Use it Detail form of a Planning Item Use This Element For Entering a name for a planned project or initiative uuu_planni_ Data Definition Planning Item Picker ng_item_pic Field Label Item as of Characters n a Where to Use it Company or project level business processes Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a plan If you use a Planning Item Picker on a Shell Creation Project Creation BP once the shell project is created it links back to the new Project Shell created If you use this element for this purpose it must be on the same form that the shell or project creator element is on uuu_Polylin Data Definition SYS Short
298. ing exists gt No overbooking Configurable Manager Use the following data elements for creating the forms for any Configurable Manager 90 Data Elements Data Element Information uuu_cm 1 Data Definition SYS Short Description Text 120 25 code _ Field Label Code of Characters 120 Where to Use it Configurable manager attribute forms Use This Element For Entering a code for the manager to use on the sheet Can be alphanumeric uuu_cm 1 Data Definition SYS Short Description Text 120 25 _name Field Label Name of Characters 120 Where to Use it Configurable manager attribute forms Note Do not use this field as part of a uuu_cm 0 25 _code code Use This Element For Specifying a name for a code Can be alphanumeric uuu_cm 1 Data Definition SYS Short Description Text 120 25 _status Field Label Status of Characters 120 Where to Use it Configurable manager attribute forms Use This Element For Specifying a status for a code Can be alphanumeric uuu_code_n Data Definition SYS Short Description Text 250 avigation_C Field Label Navigation Code ade of Characters 250 Where to Use it Detail form of a Code and Record Based manager Use This Element For Entering a code navigation code to build a tree format for items within a class This tree appears as an extra column in the log This data element can be built using one or more segments by usin
299. ing the area of a space uuu_sp_ lev Data Definition SYS Short Description Text 250 el_drawing Field Label Level Floor Plan of Characters 250 Where to Use it Level detail form Use This Element For Displaying the name of the drawing file containing the floor plan of the level This data element is read only and is auto populated uuu_sp_ lev Data Definition SYS Short Description Text 50 el_name Field Label Level Name of Characters 50 Where to Use it Level detail form Use This Element For Entering the name of a level or space uuu_sp_ lev Data Definition Level Picker el_picker Field Label Level Picker of Characters n a Where to Use it Space detail form Use This Element For Selecting a level record Auto populating Level information into Space attribute forms 270 Data Elements Data Element Information uuu_sp_uo Data Definition SYS Space Unit of Measure m Field Label Unit of Measure of Characters 128 Where to Use it Space detail form Use This Element For Entering the unit of measure for space measurements uuu_ start Data Definition Date Picker Field Label Start Date of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets Use This Element For Displaying the baseline start date of a project on a schedule sheet This is one element of a set that includes uuu_finish_baseline and uuu_duration_baseline You must incl
300. ing the capacity hours available for work for the resource per day Use this element if resources normally work the same hours each day If you need to note different hours for different days use the uuu_resc_mon_capacity through uuu_resc_sun_capacity data elements instead uuu_resc_c Data Definition SYS Short Description Text 120 ode Field Label Resource Code of Characters 120 Where to Use it Resource Attribute forms Use This Element For Entering a code for the resource uuu_resc_s Data Definition Decimal Amount un_reg_hou Field Label day Regular Hours an of Characters n a siaea hour Where to Use it Detail form of Time Sheet business processes s Use This Element For Entering regular hours for each weekday on a time sheet uuu_resc_in terest Data Definition Pull down menu Field Label Interest of Characters n a Where to Use it gt Resource Attribute form gt Skill tab while defining a resource in Unifier Use This Element For Specifying a user s skill interest on a 1 to 10 scale 1 being minimum interest 10 being maximum uuu_resc_s un_ot_hours uuu_resc_s at_ot_hours Data Definition Decimal Amount Field Label day Overtime Hours of Characters n a Where to Use it Detail form of Time Sheet business processes Use This Element For Entering overtime hours for each weekday on a time sheet 144 Data Elements Data Element uuu_resc_m on_capacity
301. ing those for mobile devices Description Use this definition to create hyperlinks to URLs external to Unifier When users click the hyperlink the URL will appear in a new window This data definition stores the hyperlink name and the URL with the record This definition will support elements for manual entry formulas for the destination element not the source element auto population UDR or BI Report printing and integration Only the URL name is mandatory for a hyperlink picker You can design the hyperlink to appear on an action form as the URL only or as a URL plus the name Image Type Integer Picker Size 0 Input Method Picker Use on Any form except cost and document attribute forms Also available for forms on mobile devices but will display only the image file name Description Picker for selecting images to display on records or other pages in the Unifier Ul When creating the data element you will need to specify the height of the image in pixels The horizontal size of the image is automatically adjusted to fit the column width Image files cannot be larger than 1MB and must be in jpg jpeg gif png or tif format Note Images will appear in the Unifier Ul but they will not appear in print on forms reports or email notifications In addition if you auto populate this picker the values will not appear if the record is created via CSV file integration 21 Unifier Referenc
302. inish date of an activity that is part of a scope management schedule uuu_estimat ed_start_dat e Data Definition Date Picker Field Label Estimated Start Date of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Selecting the estimated start date of an activity that is part of a scope management schedule uuu_ filtered _groups Data Definition Filtered Group Field Label Filtered Group of Characters n a Where to Use it Schedule Activity Attribute forms Use This Element For Filtered group choice to enforce activity level editing permissions assigned by group Lists the filtered list of groups that have cell level permissions and restrictions on what they can edit on the sheet Allows each activity to be assigned a group Can be marked required and editable Cannot be added to a hidden block Cannot be auto populated or reverse auto populated 163 Unifier Reference Guide Data Element uuu_finish Information Data Definition Date Picker Field Label Finish Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering an activity s finish date uuu_finish_ baseline Data Definition Date Picker Field Label Baseline Finish of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attrib
303. initions Data Information Definition SYS Meter Type Integer Type Size 0 Input Method Drop down list Use on Meter detail form of Asset BP Meter detail form of Asset template BP and Upper form of Meter Reading BP Description Use this data definition to capture the type of Meter that is being captured on the Asset forms SYS Type Float Numeric Size 0 Datasource Input Method Currency Use on Planning Sheet Description Use this data definition to create data elements to gather numeric values from business processes Fields using this definition create the columns on Planning Sheets Creates read only fields not available for auto population or dynamic data sets SYS Type Float Numeric Size 0 Logical Dalaso rce Input Method Currency Use on gt The detail form of any business process gt Activity Planning Asset class Attribute Forms Description Use this definition to create fields for use in numeric formulas and also in date difference type numeric formulas to produce the number of days between two dates You can also use this definition for a manual entry field where the user enters decimal values such as currencies Fields using this definition create the columns on sheets such as planning sheets asset sheets or schedule sheets Creates read only fields not available for auto population or dynamic data sets 75 Unifier Reference Guide Data Definition SYS
304. ion the list of cities changes depending on the state the user chooses The state and city elements become a dynamic data set and the master element state dictates what cities will appear in the pull down list Earned Progress A quantitative measurement to indicate how much has been earned on an activity over the duration of the activity Earned progress can be represented as an amount a quantity or a percentage It is a key component for determining Earned Value See also Earned Value Earned Value Earned value is a method for measuring project performance It compares the amount of work that was planned with what was actually accomplished to determine if cost and schedule progress are as planned Earned value analysis is an industry standard used to measure a project s progress forecast its completion date and final cost and provide schedule and budget variances Element See Data Elements 445 Unifier Reference Guide Term ER Views Entity Reference Views Definition Provides a tabular view of the database tables that exist for each of the entities For example if you open the ER View for Business Processes it shows you the tables that are available for existing business processes in the company When data views are defined the ER Views feature becomes particularly helpful for users without access to back end and allows the users to see information within the applica
305. ion data element so that the picker list displays only those shell templates belonging to a specific shell type 420 Pickers Space Picker Data Element Name Information uuu_phy_space_picker Label that will Appear on the Form Space Available for Forms on Mobile Device Yes What it Does Use this picker on any business process asset resource or planning item to select a space record from the Space Manager This picker often works in conjunction with the Shell Picker A Shell Picker is mandatory on any company level BP or Asset class that includes a Space Picker This picker is populated by the space records that were created with the space detail attribute form Note Do not use this picker on configurable manager attribute forms User Picker Use this picker to choose members of a project team or any user defined within a company for example to designate a contact person unrelated to the workflow assignees Unifier populates these pickers with user names in the database In addition to the pickers listed here you can create your own user pickers using the User Picker data definition Unifier comes with several user pickers Data Element Name Information uuu_cost_owner Label that will Appear on the Form Owner Available for Forms on Mobile Device Yes What it Does Owner Use this picker on a Cost attribute form to identify the owner of a cost code 421 Unifier
306. ions DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Remaining Early Start data from P6 uuu_P6Rem Data Definition Date Picker ainingEarly Field Label Is picked from the specifications een of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Remaining Early Finish data from P6 uuu_P6Plan Data Definition Decimal Amount nedDuratio Field Label Is picked from the specifications a of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Planned Duration data from P6 uuu_P6Actu Data Definition Decimal Amount alDuration Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Actual Duration data from P6 243 Unifier Reference Guide Data Element Information uuu_P6AtC Data Definition
307. istrator should read this guide Configuration Documentation Title Primavera uClient Configurator Setup Guide Description Describes how to set up the Primavera uClient Configurator All users should read this guide Primavera Unifier File Transfer Utility Instructions Describes how to download and install the Primavera Unifier File Transfer Utility All users should read this guide uCAD Installation and User s Guide Provides instructions on how to download and install the Primavera Unifier uCAD Application on your desktop and configure it to work with your AutoCAD application It also includes details on how to use uCAD with AutoCAD and Primavera Unifier All users should read this guide 469 Unifier Reference Guide Title Configuring BI Publisher for Unifier Description Provides instructions on how to gt Download BI Publisher gt Configure BI Publisher settings gt Configure BI Publisher in Primavera Unifier gt Create BI Publisher reports gt Run BI Publisher reports The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Configuring Unifier for Single Sign On Provides procedures to configure Primavera Unifier that is running on Windows 64 bit or on Linux operating systems for Single Sign On SSO The Primavera Unifier network administrator database administrator
308. it Meter Reading Upper Form Use This Element For Capturing the rollover point of the meter the point after which the meter resets itself back to zero uuu_name_ Data Definition SYS Short Description Text 250 Field Label Name of Characters 250 Where to Use it Detail form of document business processes Use This Element For Entering a file name uuu_naviga Data Definition SYS Short Description Text 250 tion_code Field Label Navigation Code of Characters 250 Where to Use it Generic managers that use a tree format Use This Element For Designating where the entity should appear in the tree uuu_non_la Data Definition Currency Amount bor_cost Field Label Non Labor Cost of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering the non labor cost of an activity The value in this data element will be rolled up to a cost sheet if that activity is associated with a WBS code 239 Unifier Reference Guide Data Element uuu_ outline _code Information Data Definition SYS Short Description Text 250 Field Label Outline Code of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing the level of an activity within the schedule sheet The code will change as activities are added above or below or outside the or inside the activity Read only fie
309. it Resource Assignment Attribute Forms Use This Element For Entering the effort of the resource uuu_resc_a ssign_qty_b l Data Definition Decimal Amount Field Label Baseline Quantity of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing baseline information of effort or Quantity Qty when the user sets a baseline in Unifier Information in the Quantity Qty data element is copied into this data element Read only field 169 Unifier Reference Guide Data Element uuu_resc_a ssign_rate Information Data Definition Decimal Amount Field Label Rate of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the unit rate of the effort If the selected resource is hard booked this value is populated based on the rate at which the resource is booked on the project and is read only Otherwise this data element is editable The user can enter a value or define a formula in uDesigner to calculate the rate uuu_resc_a Data Definition Decimal Amount ssign_rate_ Field Label Baseline Rate of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of the effort s rate when the user sets a baseline in Unifier Information in the Rate data element is copied into this data element Read only field uuu_resc_a
310. ition will support elements for manual entry formulas for the destination element not the source element auto population the behavior set of a dynamic data set UDR or BI Report printing and integration Only the URL name is mandatory for a hyperlink picker You can design the hyperlink to appear on an action form as the URL only or as a URL plus the name 62 Data Definitions Data Information Definition Image Type Integer Picker Size 0 Input Method Picker Use on Any form except cost and document attribute forms Also available for forms on mobile devices but will display only the image file name Description Picker for selecting images to display on records or other pages in the Unifier Ul When creating the data element you will need to specify the height of the image in pixels The horizontal size of the image is automatically adjusted to fit the column width Image files cannot be larger than 1MB and must be in jpg jpeg gif png or tif format Note Images will appear in the Unifier UI but they will not appear in print on forms reports or email notifications In addition if you auto populate this picker the values will not appear if the record is created via CSV file integration Integer Type String Amount Size 0 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition can b
311. ity Data Definition Currency Amount _etc_amoun Field Label ETC Amount of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing the calculated additional effort to complete the activity in the form of an amount This data element is read only and gets calculated by summing up the ETC Amount of all resources assigned to that activity uuu_activity Data Definition SYS Short Description Text 120 _ev_filter Field Label Activity Earned Value Filter of Characters 120 Where to Use it Schedule Attribute form Use This Element For Filtering earned value sheets by progress data You can include a formula for this element to narrow filtering conditions uuu_activity Data Definition Date Picker _fe_start_1 Field Label Forecast 1 Start of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the forecast start date of an activity The user can also define a formula in uDesigner to calculate this date There are also uuu_activity_fc_start_2 uuu_activity_fc_finish_2 and uuu_activity_fc_duration_2 data elements available if you want to work with more than one activity start finish and duration 195 Unifier Reference Guide Data Element uuu_activity _fc_finish_1 Information Data Definition Date Picker Field Label Forecast 1 Finish of Characters n a Where to Use it Schedule Activity Attribute Forms Use
312. ivity from the master schedule sheet This definition is fixed and cannot be used to create any other data element Unifier populates this picker with the activity records that were created with the Activity Attribute form Resource Type Integer Picker Size 0 Input Method Picker Use on Upper forms of Time Sheet BPs including those for mobile devices read only Description Picker for selecting resources for assignment to projects and for report time worked This definition is fixed and cannot be used to create any other data element Role Picker Type Integer Size 0 Input Method Picker Use on Detail forms of Time Sheet BPs including those for mobile devices read only Description Picker for selecting roles for assignment to resources and projects This definition is fixed and cannot be used to create any other data element 33 Unifier Reference Guide Data Information Definition SYS Resc Type String Calendar Size 50 ia Input Method Drop down list Use on Created for the resource calendar in Unifier Description Menu for choosing a non working type of day The data set for this field will be specified in Unifier SYS Resc Type String Work Type Size 50 Input Method Drop down list Use on Detail forms of Time Sheet BPs Description Drop down list for selecting work types The data set for this field will be specified in Unifier SYS Type String Resourc
313. ize 0 Input Method Text box Use on Any Form Description You can create any number of data elements fields using this definition Fields using this definition can be used to collect numeric decimal data The numeric decimal will be automatically formatted with comma separators and will be rounded to show eight numbers after the decimal point Description Text Type String Size 250 Input Method Multiple text lines Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Primavera Unifier users to enter 250 characters at runtime Discipline Type String Size 64 Input Method Drop down list Use on Any form Description You can create any number of data elements fields using this definition The data set for this definition will be specified in Unifier Group Name Picker Type String Size 4000 Input Method Picker Use on Any form including forms for mobile devices Note Do not use this picker on configurable manager attribute forms Description Picker for selecting a group of personnel from the groups defined at the company level You can create any number of data elements fields using this definition 20 Data Definitions Data Information Definition Hyperlink Type Hyperlink Picker Size 0 Input Method Picker Use on Any form except Shell attribute forms includ
314. ker Field Label Baseline Start of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets Use This Element For Displaying the baseline start date of a project on a schedule sheet This is one element of a set that includes uuu_finish_baseline and uuu_duration_baseline You must include all 3 of these elements on the form for the baseline function to work correctly 172 Data Elements Data Element Information uuu_start_b Data Definition Date Picker aseline 1 1 Field Label Baseline 1 10 Start 0 of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Displaying the baseline start date of a project on a schedule sheet This is one element of a set that includes uuu_start_baseline uuu_duration_baseline and uuu_total_cost_baseline You must include all of these elements on the form for the baseline function to work correctly uuu_start_b Data Definition Date Picker aseline 1 1_ Field Label Baseline 1 10 Start 0 of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Specifying the baseline start date of a project phase on a schedule sheet This is one element of a set that includes uuu_finish_baseline 1 10 uuu_duration_baseline 1
315. ker will appear blank on the created record gt The picker cannot be auto populated or reverse auto populated however it can be reset or used as a trigger element for a query based data element gt The picker can be included as an element in the behavior set of a dynamic data set but not in the value set gt This element is not supported in generic shells as generic shells cannot use WBS codes gt The picker is available for bulk edits and bulk actions 98 Data Elements Data Element Information currencyid Data Definition Currency Picker Field Label Transaction Currency on business processes Resource Currency on Resource attribute forms of Characters n a Where to Use it gt Upper form of Cost business processes gt Resource attribute forms Use This Element For Selecting the currency on a Cost type BP or ona Resource attribute form If the user does not choose a currency or if you do not include a currency picker on the form the default is the project currency Unifier populates this picker with the currencies in the database Note Do not use this picker on configurable manager attribute forms 99 Unifier Reference Guide Data Element currencyrate Information Data Definition Float Field Label Rate in Project Currency of Characters n a Where to Use it Upper forms of Cost BPs in standard projects and also WBS and generic shells Can be used for
316. l Additional details Description Manager Name Number Organization Category Status 380 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Company Company Contact Email Notifications Company Creation Date Help URL Company Description Instructions Company Name Instructions elearning Company Short Name Label Company URL Registry Contact URL Share with Wire Contact Email URL Shell Administrator Project Std Design Construction Type Complete Description Project Std Notes Location Project Std Planned Creation Date alee eae ad Hame Pah A Number Organization Category Phase Status Project Std Construction Complete Project Std Construction Type Project Std Site Project Std Schedule Status Project Std Setup Date Project Std Start Date Shell Type Top Level Shell Name Company Accounts Summary in Base Currency Account Codes Assets Projects Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Company Funds Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding 381
317. l Appear on the Form Planning Item Picker Available for Forms on Mobile Device Yes What it Does Use this picker on the upper or detail form of business processes to select a planning item at the company level Only one Planning Item Picker is allowed per company This picker is populated by the planning item records that were created with the Planning Item attribute form Note Do not use this picker on configurable manager attribute forms Pickers 415 Unifier Reference Guide Planning Period Picker Data Element Name Information uuu_ppm_period_picker Label that will Appear on the Form Planning Period Available for Forms on Mobile Device Yes What it Does Use this picker to select a planning period for a portfolio to use The planning periods for this picker are created under the Standards amp Libraries gt Period Structure node after the portfolio is imported At runtime the picker will show the planning periods the user can choose from yearly monthly or quarterly and the format in which the period will be displayed such as YY or YYYY The picker will automatically display the current year plus the next four years Project Picker In addition to the picker listed here you can create your own project pickers using the Project Picker data definition 416 Data Element Name Information uuu_project_picker Label that will Appear on the Form Project Pick
318. l Cost 1 Per WBS WDS of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing cost totals Use in association with uuu_act_cost1 uuu_act_tot Data Definition Currency Amount _cost2_per_ Field Label Activity Total Cost 2 Per WBS wbs of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing cost totals Use in association with uuu_act_cost2 uuu_activity Data Definition SYS Activity Calendar _calendar Field Label Calendar of Characters n a Where to Use it Schedule Activity Attrioute Forms Use This Element For Activity calendar choice You can add this data element to any custom Activity Attribute form It is added by default to the default attribute form Can be marked editable required or read only Cannot be used for auto population or reverse auto population Cannot be used in a formula or as a linked element 154 Data Elements Data Element Information uuu_activity Data Definition SYS Activity Codes _codes Field Label Activity Code of Characters n a Where to Use it Schedule Activity Attrioute Forms Use This Element For Use this element in Scope Management to standardize activities and also to use the bulk edit feature using the Activity Sheet uuu_activity Data Definition Activity Constraint _constraint Field Label Constraint of Characters n a Where to Use it Schedule sheets Use
319. l WBS level WBS Funding Shell Projects Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA 374 Extracting Data for User Defined Reports Use this Data Source in Base Currency Shell WBS Cost Summary in Default Currency Shell WBS Cost Summary To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Schedule Project Shell Use this Data Source Project Schedule To get these details Auto Control Description Additional details Name Schedule Sheet Type 375 Unifier Reference Guide Use this Data Source To get these details Additional details Activity Activity Code Estimated Finish Date Activity Costs 1 amp 2 Estimated Start Date Activity ID Filtered
320. l details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Use this Data Source Project Gates To get these details Auto Email as PDF Attachment End By Last Update Date Schedule Frequency Additional details Setup Creator Setup Description Setup Name Setup Status 358 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Company Company Contact Email Notifications Company Creation Date Help URL Company Description Instructions Company Name Label Company Short Name Registry Company URL Share with Wire Contact Email URL Company Company Account Codes Projects Accounts Summary in Base Currency Assets Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Fund
321. late other forms Differs from the User Picker because it can itself be auto populated and reverse auto populated This data picker does not use an advanced log navigation Instead the log for this user data picker uses the partner log designed in uDesigner This picker will show all company and partner users based on the conditions defined by the Unifier Administrator when the business process configurable manager space or shell is configured User data pickers can also be updated via bulk edit and integration You can create any number of data definitions and data elements fields using this definition Note Data elements created with this data definition cannot be auto populated via Web Services or CSV files User Picker Type Integer Size 0 Input Method Picker Use on Any form including forms for mobile devices On a company level BP it will show active company users at the project level it will show active and on hold project users at the shell level it will show active and on hold users Description Picker for selecting a user name This definition is fixed and cannot be used to create any other data element 85 Unifier Reference Guide Data Definition Week Picker Information Type Integer Size 0 Input Method Picker Use on Time Sheet BPs including those for mobile devices read only Description Picker for selecting a week on time sheet business processes This
322. late the upper form and detail form on the new BP record provided the data elements of the form fields are the same on both records From a form In uDesigner a business process form can be designed to automatically create a new BP record based on A condition such as a dollar amount A frequency such as a daily or weekly time frame Both a condition and a frequency When the business process reaches the condition or frequency trigger s in the workflow the form will automatically create a new business process record After being created new workflow BP records are sent to an initiation step I step before the beginning of the workflow When the user accepts the task he she can choose a new workflow schema BP owner and workflow duration For non workflow BP records the new record opens immediately to a view only form when the user accepts the task there is no workflow schema to choose Using Scope Management Scope Management creates a BP record from any activity on a schedule sheet that is set for scope management Activities that use scope management are similar to BPs in that they move through a workflow in the Schedule Manager Scope management defines the project deliverables the responsible roles the actual resource assignees and their schedules and drives the coordinated production of the deliverables It initiates the activities that produce the deliverables routes the activities to the responsible person or group
323. lculate the earned amount or enter an amount 155 Unifier Reference Guide Data Element Information uuu_activity Data Definition Decimal Amount earn_progr Field Label Earned Progress i of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing or entering the earned progress of resource effort If the earned progress is calculated in Unifier based on the Budget and Progress Setup this field is read only Otherwise this data element is editable uuu_activity Data Definition Currency Amount _etc_amoun Field Label ETC Amount t of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing the calculated additional effort to complete the activity in the form of an amount This data element is read only and gets calculated by summing up the ETC Amount of all resources assigned to that activity uuu_activity Data Definition SYS Short Description Text 120 _ev_filter Field Label Activity Earned Value Filter of Characters 120 Where to Use it Schedule Attribute form Use This Element For Filtering earned value sheets by progress data You can include a formula for this element to narrow filtering conditions uuu_activity Data Definition Date Picker _fc_start_1 Field Label Forecast 1 Start of Characters n a Where to Use it Schedule Activity Attrioute Forms Use This Element For Entering the fo
324. ld uuu_ P6Acti vityld Data Definition SYS Short Description Text 40 Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Activity ID data from P6 uuu_ P6Acti vityName Data Definition SYS Short Description Text 120 Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Activity Name data from P6 uuu_P6WB SCode Data Definition SYS Short Description Text 40 Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Note The P6 UI does not allow WBS Code to be more than 20 characters The P6 Database stores the WBS Code field as Varchar 40 characters Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing WBS Code data from P6 uuu_P6WB SName Data Definition SYS Short Description Text 120 Field Label Is picked from the specifications of Characters Is picked from the specifications
325. ld uuu_resc_c Data Definition SYS Short Description Text 120 ode Field Label Resource Code of Characters 120 Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the resource code of the assigned resource If a hard booked resource is selected this field is populated with the code of the selected resource Otherwise this field is editable and the user must enter a value manually uuu_resc_n_ Data Definition SYS Short Description Text 120 ame Field Label Resource Name of Characters 120 Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the name of the assigned resource If a hard booked resource is selected this field is populated and is read only Otherwise this field is editable and the user must enter a value manually The value entered in this field is displayed on the Budget and Progress Method Setup window on the Lead resource updates Activity earned and other resources Drop down list uuu_resc_pi Data Definition Resource Picker cker Field Label Resource Picker of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Selecting a resource that is booked to a project This picker should be used to allow users to select hard booked resources 171 Unifier Reference Guide Data Element uuu_resc_ty pe Information Data Definition Resource Type
326. le Primavera Unifier 476 Legal Notices Oracle Primavera Prime Unifier Reference Guide Copyright 1998 2015 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this is software or related documentation that is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal
327. ll project Setup Code and record based managers by name This setting Allows users to Setup Set up the manager for operation in the shell project 300 Permission Settings Setup Code and record based managers by class name This setting Allows users to Setup Set up the class for operation with the manager in the shell project Rules This setting Allows users to Create Modify View Create modify and view shell project rules User Mode Permission Settings Permissions for User mode can be set at the company program or shell project level User Mode Company Workspace Company Workspace Asset Manager Summary Sheet and Asset class sheets by name This setting Allows users to Create Configure or modify columns in the sheet Modify Modify sheet data View View sheets Asset Manager Asset classes by name This setting Allows users to Create Create assets within the class Modify Modify assets in the class Cost amaView View assets in the class Allow Bulk Edit n a group of assets with the same edits 301 Unifier Reference Guide This setting Allow Quick Calendar Entry Allows users to Enter a reservation directly on the calendar for an Asset class Note If the Asset class has not been calendar enabled in uDesigner this permission will not appear on the list
328. lly specifying a first payment due date Users would typically use this in cases where the landlord is offering a first month free rent to the tenant In these cases the user would want to manually specify the first rent payment s due date To calculate the lead time for this first payment Unifier will subtract the value of the uuu_Ise_pay_creat_lead_time field from this first payment due date Thereafter the payment due date will be calculated as usual see uuu_Ise_pay_due_ date Note If the resulting date is prior to the current date Unifier will create the first payment record immediately with the creation date as the current date This field can be auto populated and can contain a formula 130 Data Elements Data Element Information uuu_Ise_pay Data Definition SYS Pay Creation Day of Month _creat_lead_ Field Label Payment creation lead time umg of Characters n a Where to Use it Detail form of a Lease BP Use This Element For Specifying the amount of time in days zero to 30 before the payment due date that the invoice payment request should be created This time should include time for both creation and approval uuu_lse_ad_ Data Definition Currency Amount d_pay_amt Field Label Additional Payment Amount of Characters n a Where to Use it Lease BPs Use This Element For Adding an additional amount to the lease payment Users can use this in cases such as when a lease amount i
329. lows View View the data sources for cash flows Cash Flow Distribution Profiles This setting Allows users to Create Create distribution profiles for cash flows Modify Modify distribution profiles for cash flows View View distribution profiles for cash flows 289 Unifier Reference Guide Cash Flow Templates This setting Allows users to Create Create classify templates Modify Modify classify templates View View classify templates Permission Templates This setting Allows users to Create Create permission templates Modify Change template names descriptions and permissions View View permission templates Approved Email list This setting Allows users to Create Create an approved email list Delete Delete an approved email list View View approved email lists Period Structure This setting Allows users to Create Create a new planning period for the Portfolio Manager Modify Modify a planning period View View a planning period 290 User Preference Templates Permission Settings This setting Update users Allows users to Update existing user preferences through the update process Create Create templates Modify Delete Modify or delete templates View View templates Company Workspace Business Process Setup All This setting Setup Allows us
330. ly Description Picker for selecting roles for assignment to resources and projects This definition is fixed and cannot be used to create any other data element Seasonal Dates Picker Type Integer Size 0 Input Method Picker Use on DE based on this DD can be placed on one or more detail forms of a WF or NWF single or multi record Company or Shell level Generic or Preventive Maintenance Line Item BP Description Picker for selecting seasonal dates records Shell Picker Type Integer Size 0 Input Method Picker Use on gt Upper or detail form of any business process including those for mobile devices gt Detail form of any asset planning item or configurable manager Description Picker for selecting a shell in Unifier You can create any number of data elements fields using this definition Short Description Text Type String Size 50 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 50 characters at runtime 68 Data Definitions Data Information Definition Space Type Integer Picker Size 0 Input Method Picker Use on gt Upper form of any company level or project shell level BP gt Detail form of any business process gt Asset class attribute form Also available for use on mobile devices but will be read o
331. m0_n Data Definition SYS Short Description Text 120 ame Field Label Code Name of Characters 120 Where to Use it Generic Cost Manager Attribute Form Use This Element For Assigning a name to a cost code for a Generic Cost Manager uuu_cm0_st Data Definition SYS Cost Status atus Field Label Status of Characters 20 Where to Use it Generic Cost Manager Attribute Form Use This Element For Specifying the status active or inactive of a cost code for a Generic Cost Manager 206 Data Elements Data Element uuu_cm 1 25 code Information Data Definition SYS Short Description Text 120 Field Label Code of Characters 120 Where to Use it Configurable manager attribute forms Use This Element For Entering a code for the manager to use on the sheet Can be alphanumeric uuu_cm 1 25 _name Data Definition SYS Short Description Text 120 Field Label Name of Characters 120 Where to Use it Configurable manager attribute forms Note Do not use this field as part of a uuu_cm 0 25 code code Use This Element For Specifying a name for a code Can be alphanumeric uuu_cm 1 25 _picker Data Definition CM 1 25 Picker Field Label manager name Picker of Characters n a Where to Use it Detail forms of Cost BPs and Line Item BPs including any detail form for a tab on multiple tab BPs of these types Note Do not use this picker on configurable manager attribute f
332. manager that has been especially created for your company Up to 25 managers can be created consolidate and monitor any entities you want Configurable managers differ from the managers that are shipped with Unifier in that configurable managers can roll up not only currency amounts but also quantity amounts You can design two kinds of managers Code and record based and code based A code and record based manager employs both codes to create a tracking sheet and records of individual items A code based manager employs only a sheet to keep track of the values it is monitoring From a code and record based manager you can drill down from the sheet to individual items from a code based manager you cannot Consolidate Comments Collect the comments from multiple business process records into a single record When you consolidate comments you can also opt to copy any attachments along with the comments 439 Unifier Reference Guide Term Consolidate Line Items Definition Collect the line items from multiple business process records into a single record When you consolidate line items you can also opt to copy the line item attachments Consolidate Markups Collect the markups from multiple document business process records into a single record When you consolidate markups you can also opt to copy any attachments along with the markups Contingency Contingency is a data source on a cost sheet th
333. ment uuu_asset_c Information Data Definition Currency Amount urr_period_ Field Label Current Period Depreciation dep of Characters 50 Where to Use it Asset classes Use This Element For Viewing the asset s amount of depreciation for the current period as calculated by Unifier uuu_asset_ Data Definition Decimal Amount depreciation _prd Field Label Depreciation Period of Characters n a Where to Use it Asset classes Use This Element For Entering the number of years the asset should be depreciated This value can only be expressed in years up to 50 uuu_asset_ Data Definition SYS Short Description Text 120 name Field Label Asset Name of Characters 120 Where to Use it Asset classes Use This Element For Entering a name for an asset Note Class names must be unique otherwise Unifier will not be able to select the correct class among the managers The best way to avoid redundant class names is to preface the class name with the name of the manager it belongs to such as Asset Heavy Equipment to distinguish it from a configurable manager like Inventory Heavy Equipment uuu_asset_ Data Definition SYS Short Description Text 250 navigation_ Field Label Asset Navigation Code code of Characters 250 Where to Use it Asset classes Use This Element For Entering an asset navigation code to build a tree format for assets within an Asset class This tree appears as an ex
334. mmary in Base Currency Shell WBS Cost Summary in Default Currency AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Shell Projects Std Custom Project Type NA 352 Extracting Data for User Defined Reports Use this Data Source To get these details Additional details Shell Funding Summary in Commitment Funding Records Funded at WBS Base Currency Funds level Manual Funding by WBS at Commitment level Project Funding Transient Records Funded ds Eunded at at Project level ecords Funded a Commiment level Transient Records Funded R ds Funded at Proi at WBS level ecords Funded at Project WBS Funding level Shell Project Schedule Start Date NA Summary Finish Date Revision Linked BP Record Record No NA Document Manager Company level
335. month uuu_lse_pay Data Definition Drop down list _type Field Label Payment Type of Characters n a Where to Use it Lease BPs Use This Element For Specifying the payment type The data set for this field can be specified in Unifier 137 Unifier Reference Guide Data Element uuu_lse_pro ration_meth od Information Data Definition SYS Proration Method Field Label Proration Method of Characters n a Where to Use it Lease BPs Use This Element For Pro rating rent over a period of time This data element is a pull down that offers a choice of fixed proration periods 365 Days Year Yearly rent divided by of days daily rent For example a lease has a monthly rent of 3000 If the user chooses this option for 15 days of a 30 day month the rent will be 1479 45 36 000 365 x 15 1479 45 360 Days Year Yearly rent divided by of days daily rent For example a lease has a monthly rent of 3000 If the user chooses this option for 15 days of a 30 day month the rent will be 1500 36 000 360 x 15 1500 Days Month Monthly rent divided by of days per month daily rent For example a lease has a monthly rent of 3000 If the user chooses this option for 15 days of a 30 day month the rent will be 1500 3000 360 x 15 1500 Note In all options Unifier counts the days starting with and including the start date so January 15 to January 31 is 17 days not 16
336. mplete of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Specifying that a scheduled activity is complete uuu_flag_mi Data Definition SYS Check Box lestone Field Label Show as Milestone of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Specifying that a scheduled activity is a milestone uuu_float Data Definition Decimal Amount Field Label Float of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing the float slack value for each activity This is calculated as a result of the critical path calculation 165 Unifier Reference Guide Data Element Information uuu_labor_c Data Definition Currency Amount ost Field Label Labor Cost of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the total labor cost based on the resource assignment and resource rates Unifier automatically updates when resources are assigned to an activity uuu_late_fin Data Definition Date Picker ish Field Label Late Finish Date of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Specifying how late an activity can be completed without affecting dependencies This is calcul
337. n Date of Characters n a Where to Use it Asset classes Use This Element For Specifying the date the asset was acquired This value will be used in depreciation calculations uuu_asset_c alc_as of d ate Data Definition Date Picker Field Label Calculations as of of Characters n a Where to Use it Asset classes Use This Element For Displaying calculated depreciation as of the date picked This date is associated with cumulative and current period depreciations and net book value calculations Unifier automatically updates this date based on the current system time and the depreciation period uuu_asset_c ode Data Definition SYS Short Description Text 250 Field Label Asset Code of Characters 250 Where to Use it Asset classes Use This Element For Entering an asset code for an asset The code is composed of segments which together constitute the asset structure Each segment can be used separately on a detail form of an Asset class so that users can create a unique code for any asset at runtime in Unifier There should be at least one segment specified for the code uuu_asset_c um_depreci ation Data Definition Currency Amount Field Label Cumulative Depreciation of Characters 50 Where to Use it Asset classes Use This Element For Displaying the asset s cumulative depreciation amount with respect to the calculation as of date 88 Data Elements Data Ele
338. n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of an amount when user sets a baseline in Unifier The information in the Amount data element is copied into this data element Read only field uuu_resc_a Data Definition Decimal Amount ssign_comp Field Label Complete iper of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing resource percent complete of the effort The value of this data element is calculated using Progress Quantity Quantity Qty Read only field uuu_resc_a Data Definition Currency Amount ssign_earn_ Field Label Earned Amount om of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the calculated earned progress in form of an amount The user can define a formula in uDesigner to calculate the earned amount or enter an amount uuu_resc_a Data Definition Decimal Amount ssign_earn_ Field Label Earned Progress Prog of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the earned progress of resource effort If the earned progress is calculated in Unifier based on the Budget and Progress Setup this field is read only Otherwise this data element is editable uuu_resc_a_ Data Definition Decimal Amount ee Field Label ETC Amount of Characters n a Where to Us
339. n a space record in the Space Manager that a previously linked polyline has been deleted in uCAD This indicates that the space record can be re linked This field will display the word Deleted or no value and appears once on the form This field is always read only and cannot be auto populated reverse auto populated or populated as the result of a formula uuu_record_ Data Definition Date Picker last_update Field Label Record Last Update Date ous of Characters n a Where to Use it Space or Level detail form or log Use This Element For Specifying the date and time on which the business process was last updated Updates can include changes that occur due to auto population integration or any other change to the business process including adding or removing attachments and general comments This data element is populated using the system date We recommend placing this field on the upper form and log of business processes that are enabled for the Self Service Portal uuu_rsv_ov Data Definition SYS_Overbooking_Options erbook Field Label Allow Overbooking of Characters n a Where to Use it Space detail form Use This Element For Specifying that the space can be overbooked on reservation There are three overbooking options gt Even if confirmed booking exists gt Only if tentative booking exists gt No overbooking uuu_rsv_res Data Definition SYS_Yes_ No ervable Field Label Allow Reservati
340. n and plug ins available to download with installation instructions gt File Transfer Application gt Unifier UCAD Plug in Each application and plug in has two options gt Download gt Installation instructions Follow the links within each option to proceed In the Contact tab Contact Information section you can see the name phone and contact instructions of someone at your company that you can contact when you need help with Primavera Unifier For assistance try this person first Note This information is available only if your company administrator has provided internal support contact information In the Contact tab eLearning section you see the location Access name of the contact Contact and any instructions that you might need in order to access the eLearning materials 475 Unifier Reference Guide Note Your company may elect to provide access to the eLearning suite where you can access interactive Primavera Unifier learning materials Alternatively your company may have its own customized support or training materials that can be accessed on an internal site location If your company administrator provides this contact information it will be listed at the bottom of the window About Unifier Click Help from the upper right hand section of the Unifier window to open a contextual menu and click About Unifier to access version number copyright information and software agreement details for the Orac
341. ncreases by a percentage of gross sales Anything entered in this field will increase the value in the Payment Amount field of the auto created BP uuu_lse_co_ Data Definition Date Only Picker mmenceme Field Label Lease Commencement Date hi date of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying a start date for the lease that overrides the start date for a lease term When Unifier calculates the payment schedule for straight line rent it will use this date to calculate the start of the lease rather than the start date on the lease line item This field does not change the start date on the line item Unifier takes this commencement date field into consideration when it calculates the straight line payments after you click Save or Finish Editing on the business process form When you open the form in view mode you will see the commencement date adjustment reflected on the Payment Schedule you open from the Payment Schedule button on the toolbar Available for auto population and formulas 131 Unifier Reference Guide Data Element uuu_lse_en d_date Information Data Definition Date Only Picker Field Label End Date of Characters n a Where to Use it Lease BPs Use This Element For Specifying the date on which a lease term ends This date must be greater than the start date and cannot be more than 100 years per line item For example January 2000
342. ncy Use on gt Code Based Manager forms gt Code and Record Based Manager forms Description Use this data definition to create data elements to gather integer values from the line items of a business process Fields using this definition create the columns on manager sheets SYS Before Type String After Size 0 Input Method Drop down list Use on Upper or detail forms of Reservation business processes that auto create other BPs Description Drop down list for selecting when an auto creation should occur before or after a reservation event SYS Type Float Business Size 0 Process Input Method Currency Datasource Use on Asset class attribute form Description Use this data definition to create data elements to gather numeric values from business processes Fields using this definition create the columns on asset sheets SYS Type String Category Size 128 Input Method Drop down list Use on Any form Description Use this data definition to create a category for folders or documents The data set for this field will be specified in Unifier 71 Unifier Reference Guide Data Definition SYS Check Box Information Type Integer Size 0 Input Method Check box Use on Any business process Description You can create any number of data elements fields using this definition Fields using this definition will be displayed as check boxes on business process forms SYS Date Datasource Ty
343. neeeseeeeeeeseeeseeeseeenaes 289 COMPANY Workspace vidas vissacsssideaseesensereadtinlstuacedevanadevesatasanedsecdaassaeseews 291 Templates 4 Josssie re EEEE dembacmuidcnwecmedemmacnwacwonrmedenmaceeds 292 SVS REPOMS arrera tett ECTE Ene E EAEE EEA EEEE a deta EEEE EES 296 Administration Mode Program Level cccceescccccccceecsscccccceeeessscscceeees 296 Programon r EEEE EE 296 Access Control sessirro rers dens ernn ir i EPERERA E SEPETTE sans PESER 296 User AGMINIStratiON ses ies ccescexsceds cass cds wnat voce nae EEE PERETANE EEEE PERET aha at 297 Administration Mode Shell Project Level cccccccceesssccccceceeessscssceeees 297 Company Sponsored Projects Standard ccsceseeseeeceseeeeeeeeeeeeeeeeees 297 Company Sponsored Shells cceeceseese eee eeeeeeeeeeeeeseeeeeseeeeeeeeeeeeeeeeens 298 Permissions for Shells Projects Standard cceccescceeeceecceneeenseeneees 298 User Mode Permission Settings ssessesssercesssosescsseccssscossessesosesoosecosescosee 301 User Mode Company Workspace sssssssssssesssseseesssseseesesseeeossssseessseese 301 COMPANY WOrkSPaCE ssis serinen nortan ri Torn E EEEE E ETE EEE EE 301 User Mode Program Level vcsievssacetaww evens nied vedo cenrt CECE TE EErEE Ea 307 SUN a crete cites cians sien cree S 307 Cost MAMA SET fa ceca cecsiccey acetates S 307 Schedule MANAGER wicisscicaiissscssaicna sede nain aE E ERAEN EOS 308 REPOMUS sisssidsca
344. ness processes Use This Element For Entering a folder name uuu_dm_no Data Definition SYS Long Description Text de_path Field Label Location of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the location of a folder or document with respect to the project documents folder root node in the Document Manager 213 Unifier Reference Guide Data Element uuu_dm_pe rcent_comp lete Information Data Definition Integer Amount Field Label Complete of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the percent complete for a folder or document uuu_dm_pu blish_path Data Definition SYS Long Description Text 2000 Field Label Publish Path of Characters 2000 Where to Use it gt Upper form of any business process gt Detail form of business processes that have line items Use This Element For Specifying the folder path to enable the automatic publishing of documents attached to business processes The folder path is specified in a formula By default documents attached to business processes are published in the Unpublished Documents folder This specified folder structure overrides the default publication of attached documents The Document Manager fold
345. ng the method by which rents should be escalated This data element is a pull down that offers a choice of fixed escalation methods Fixed amount Escalates the rent by fixed periodic increases Escalates the rent by a percentage such as an amount based on changes in landlord expenses None No escalations in rent uuu_Ise_es c_value Data Definition Decimal Amount Field Label Escalation Value of Characters n a Where to Use it Lease BPs Use This Element For Specifying how much a rent should be escalated either in a dollar amount or a percentage Not applicable if None is chosen for the Escalation Method 230 Data Elements Data Element Information uuu_lse_ fir Data Definition Date Only Picker st_pay_due Field Label First Payment Due Date Ame of Characters n a Where to Use it Detail form of a Lease BP Use This Element For Manually specifying a first payment due date Users would typically use this in cases where the landlord is offering a first month free rent to the tenant In these cases the user would want to manually specify the due date for the first rent payment To calculate the lead time for this first payment Unifier will subtract the value of the uuu_lse_pay_creat_lead_time field from this first payment due date Thereafter the payment due date will be calculated as usual see uuu_Ise_pay_due_date Note If the resulting date is prior to the current date Un
346. ng those for mobile devices Description Picker for selecting a shell in Primavera Unifier You can create any number of data elements fields using this definition SYS Business Process Datasource Type Float Size 0 Input Method Currency Use on Asset class forms Description Use this data definition to create data elements to gather numeric values from business processes for projects linked to an asset Fields using this definition create the columns on asset sheets Creates read only fields SYS Date Logical Datasource Type Date Size 0 Input Method Picker Use on Asset class forms including those for mobile devices Description Use this definition to create fields for use in date add type formulas using integers or decimals to produce a new date You can also use this definition for a manual entry field where the user chooses the date from a date picker Fields using this definition create the columns on asset sheets Creates read only fields SYS Depreciation Name Type String Size 120 Input Method Drop down list Use on Asset class forms Description Drop down list for selecting the kind of depreciation to use for an asset The data set for this field will be specified in Unifier Data Definitions Data Definition SYS Numeric Logical Datasource Information Type Float Size 0 Input Method Currency Use on Asset class forms Description Us
347. nitions that contain all Data Definitions except the Cost Code definitions Cost Codes Displays the type of cost code fields that define the structure of the Cost Codes specified in uDesigner for the project The type available for Projects Standard is WBS Data Picker Data pickers work with master business process logs shells and configurable managers that function across a shell hierarchy The purpose of a data picker is to make it easier for users to choose records From a master business process log From a class in a configurable manager that operates across shells For auto creation across shells A data picker usually displays an extra navigation structure that makes it easier for users to choose records to work with In operation a data picker navigates to a specific business process shell or configurable manager and then extracts the records to display on the list by using a query the Unifier Administrator sets up Access Data Structure Setup node 442 Data Dictionary Term Definition Data Elements Data elements combine a Data Definitions with a field label to become what users see on the forms in Unifier The fields on the forms the users see are filled by data elements A data element can be a text box where the user types in information a pull down menu of choices also known as a picker such as dates or names radio buttons where the user must select one of the options presented or a
348. nly Description Picker for selecting a space from the Space Manager records This definition cannot be used to create any other data element SYS Activity Type Integer Calendar Size 0 Input Method Drop down list Use on Activity Attribute forms Description Drop down list for selecting an activity calendar SYS Activity Type String Codes Size Input Method Drop down list Use on Activity Attribute forms Description Drop down list for selecting an activity code The data set for this field will be specified in Unifier SYS Activity Type String Status Size 50 Input Method Drop down list Use on Activity Attribute forms Description You cannot create a data element using this definition Unifier provides fixed activity statuses of Not Started In Progress Complete and Not Applicable This definition supports the Scope Management feature of the Schedule Manager 69 Unifier Reference Guide Data Definition SYS Auto Sequence Information Type String Size 512 Input Method Text box Use on gt Document Attribute forms gt Upper form of any company level or project shell level BP Description You can create any number of data elements fields using this definition Fields using this definition provide auto sequencing of unique numbers for all documents business processes or line items created The content of the field is automaticall
349. nly field 196 Data Elements Data Element Information uuu_activity Data Definition Integer Amount _id Field Label Activity ID of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing a system generated ID for activities Use this element while importing or exporting activities from a schedule sheet uuu_activity Data Definition Integer Amount _level Field Label Level of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Showing the activity s level in the hierarchy of the Schedule Sheet This field is automatically populated when the activity is placed on the Schedule Sheet uuu_activity Data Definition SYS Short Description Text 120 name Field Label Activity Name of Characters 120 Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering the name of a schedule activity uuu_activity Data Definition Decimal Amount _per_1 Field Label Activity Percent 1 of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering a percent value at the activity level This is an editable field and value of this field gets calculated as a weighted average of the resource cost if there are resources The weighted average is based on the uuu_resc_assign_per_1 data element The user can define a f
350. nment All User Administration This setting Allows users to Full Access Create modify and delete any user attribute form design regardless of ownership Design Create modify and delete their own user attribute form design View View the user attribute form design Deploy Deploy the user attribute form design to the staging or production environment All Design Bundles This setting Enable Allows users to Create design bundles for importing and exporting to staging or production environments 283 Unifier Reference Guide Data Structure Setup System Modules This setting Allows users to Modify Unload or add custom attributes to modules View View the modules Configurable modules This setting Allows users to Modify Import configurable modules into Unifier View View a list of imported modules Data Cube Definitions This setting Allows users to Create Modify Create and modify data cube definitions and publish them View View data cube definitions Data Definitions Basic and Cost Code This setting Allows users to Create Create basic and cost code data definitions Modify Change the data sets of basic and cost code data definitions View View data sets 284 Permission Settings Data Views This setting Allows users to Create Modify Create or change data view
351. nntesasuseaneierelumenuseis eanupetereessurexsnumientes 121 Lease Business Processes sec civeicsesceciniorssvinvasdecixierteetererdvatueentesineertevincentietererdesteees 129 Planning ROMA A Secs ia eactee ees eaten a ema side eect ate ee dace aie esate 141 Request for Bid Jcnccustsecsnsnerescnasscencssretmis naseiensumetotornaienenieion noieaengmenetacornietencmmiennive 141 Resource Manager eae eee nee ener eee ene eee nee eee ae ere ree 143 Schedule WieNAQ El sti asg hte eles he Oeste das Siete ee i ees 153 Shell Mana get c antic cescioressicesncsbveceraxsini E REEE REEE EEA RENAK EA EA EENEN ENEA 174 Space Manager ascetic ete eda digsnaericnaneatasdueseat socdntieiienesenceeceataanduetenc sence 180 User Administration cst ocec decazetnens utc ceca taiedesstandecaytatzonsusascansneateces uta deeentaceenecsaadnse 183 Alphabetical Bis eee ter er eer meet tree en per re 7 eeeey rer ere ey ren eer eer aera rere sere 186 Asset Manager Use the following data elements for creating the Asset classes for the Asset Manager 87 Unifier Reference Guide Data Element uuu_asset_a cquisition_c ost Information Data Definition Currency Amount Field Label Asset Acquisition Cost of Characters 50 Where to Use it Asset classes Use This Element For Entering the acquisition cost of an asset This value will be used in depreciation calculations uuu_asset_a cquisition_d ate Data Definition Date Picker Field Label Asset Acquisitio
352. not supported on Shell Use This Element For Viewing the phase of a project always a read only field The data set for this field will be specified in Unifier and will be available under the project as a project phase field when you are defining a project in Unifier You can also use this element as a master element for a dynamic data set On the action form of a BP this field is always updated with the current value of the standard Project Phase element uuu_project Data Definition Project Picker _picker Field Label Project of Characters n a Where to Use it Detail form of a company level BP Use This Element For Selecting a project You can place multiple project pickers on a form The picker will show the user a list of the company sponsored projects to which the user has access The picker shows active inactive and on hold projects 127 Unifier Reference Guide Data Element Information uuu_quantit Data Definition Decimal Amount y Field Label Item Quantity of Characters 50 Where to Use it Detail form of any business process Use This Element For Entering quantity information uuu_record_ Data Definition Date Picker a Field Label Record Last Update Date of Characters n a Where to Use it gt Upper form or log of any business process gt Shell attribute form gt Shell log gt Space or Level detail form or log gt Unifier Mobile Use This Element For Specifying
353. nscnacssctan de camsaadems en saueaad EAE ARETE EAE EER R 308 User Mode Shell Project Levelicciccccccccacssecscssscsecedscctevcssscvecdetscseccncscwesens 309 Shells Projects Standard ssssssscsssesiscsrscsisesescsisisisesiscsrsssisrsrsssisesesss 309 Extracting Data for User Defined Reports ccccescccccccccccccccccccccccsccccccccceces 322 PCC OUTS SHOE accede anda nrerin ties Eei ne ERE EEEE EEEE EA E ERE EE REN REE 324 Active TaskInformatioN rucovsisunvousiasvewesidervectonseveusdcrsveiceaeceidiacaedineweectins 325 Asset Summary Sheet Company level sssssssssssssssssseerereeesesssseesessserrereeeeeeee 327 CashFlow Project Shell essesssesesssossesosesosesoseccssecosesossesosesosesossesosesoo 327 CashFlow Summary Snapshot Project Shell ssssssssesesesssssssssosssosssessseseseeo 329 Commitment Funding ws saivsevesvacovavseweriawsaewedeweieacdiwerawcrvesdianeewsetiwaresderetiaeien 331 Commitment SUMMALY cc ccccecc cece cece cece cece cece cece eee e ences eee eeeeeeeeeeeeeeeeeeees 334 Company CashMlow i sscsectnentdapanangsdcarenssanesansssssnawesepesstasenenenssanenqenrersed nes 336 Company COSC ia 5 eile seve ces a ee a i ies Sate eee areas ee cise eee 338 Company PUNGING sectuiesssstvicniatsndeasescncswads ededunsdaeseeaveuiataeueentisdadedeevesesas 339 Company User Information sssssssessssessssseessssrseesssseseesssseresssreeesssseseese 340 Cost Sheet WBS ic ecieveussckteaecadsr eaves oE Eaa E
354. ny of Characters 64 Where to Use it User Administration form Use This Element For Entering the company name of a user 273 Unifier Reference Guide Data Element uuu_user_c ountry Information Data Definition SYS Medium Name Field Label Country of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the country of a user or resource uuu_user_d ateformat Data Definition SYS Date Format Field Label Date Format of Characters n a Where to Use it User Administration form Use This Element For Entering the date format of a user uuu_user_e mail Data Definition SYS Medium Name Field Label E Mail of Characters 64 Where to Use it User Administration form Use This Element For Entering the email address of a user uuu_user_f ax Data Definition SYS Medium Name Field Label Fax of Characters 64 Where to Use it User Administration form Use This Element For Entering the fax number of a user uuu_user_fi rstname Data Definition SYS Medium Name Field Label First Name of Characters 64 Where to Use it User Administration form Use This Element For Entering the first name of a user uuu_user_h omephone Data Definition SYS Medium Name Field Label Home Phone of Characters 64 Where to Use it User Administration form Use This Element For Entering the phone number of a user uuu_user_i d
355. ny Workspace This definition supports the automatic update of shell status in Unifier Bid Picker Type Integer Size 0 Input Method Picker Use on Upper or detail form of any business process Description This Data Definition will be used to create System Data Element Winning Bid You will be able to see all received bids and select a winning bid using this picker 54 Data Definitions Data Information Definition BP Creator Type Integer Size 0 Input Method Creator Use on Upper or detail form of any business process Description Use this definition to create data elements that will automatically create a new business process based on a condition such as a dollar amount or a time frequency such as daily or weekly You can use multiple BP creators on a single BP to create different types of BPs When the BP reaches the condition or frequency trigger in the workflow the BP creator element on the form will automatically create a new business process For example you could create a data element using this definition called Work Order Creator that would generate work orders for your company s assets at periodic intervals depending on the service needs of the asset Note Data elements built on the BP Creator definition are visible on forms in two ways If the Unifier user must manually create the new BP the element appears on the source BP as a text box with a Create button If the new BP i
356. o Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the location of a folder or document with respect to the project documents folder root node in the Document Manager uuu_dm_per Data Definition Integer Amount cent_compl Field Label Complete eig of Characters Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the percent complete for a folder or document uuu_file_cre Data Definition User Picker ate_by Field Label Upload By of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Specifying the name of the person who uploaded a document uuu_file_cre Data Definition Date Picker ate_date Field Label Upload Date of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the date and time a document was created 115 Unifier Reference Guide Data Element uuu_file_iss ue_date Information Data Definition Date Picker Field Label Issue Date of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms Use This Element F
357. o not use this Data Element in formulas Reverse Auto Population RAP Dynamic Data Sets DDSes and for creating Validation rules Use This Element For Capturing the number of frequency units which will be elapsed between the line item Start date and Next Due date uuu_rec_li_ Data Definition Date Only picker Start_date Field Label Start Date of Characters n a Where to Use it gt This DE is required in Time detail form of PM Book and in both Continuous and Gauge Meter detail forms of PM Book gt Itcan also be placed in the corresponding forms in PM Book template gt Do not use this Data Element in formulas Reverse Auto Population RAP and Dynamic Data Sets DDSes Use This Element For Scheduling line item such as the date from when the schedule line starts triggering on a recurring basis 255 Unifier Reference Guide Data Element uuu_rec_se s desc Information Data Definition SYS Description Text 500 5 Lines Field Label Seasonal Dates Description of Characters 500 Where to Use it gt Detail forms of a work flow or non workflow single or multi record Company or Shell level Generic or Preventive Maintenance Line Item business process gt Itis asystem defined picker to pick Seasonal Dates record in Unifier Use This Element For This field should get populated based on the seasonal dates object selected by the user uuu_rec_se s dates_pkr Data Definition Seas
358. o note different hours for different days use the uuu_resc_mon_capacity through uuu_resc_sun_capacity data elements instead uuu_resc_c ode Data Definition SYS Short Description Text 120 Field Label Resource Code of Characters 120 Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the resource code of the assigned resource If a hard booked resource is selected this field is populated with the code of the selected resource Otherwise this field is editable and the user must enter a value manually 261 Unifier Reference Guide Data Element Information uuu_resc_i Data Definition Pull down menu nterest Field Label Interest of Characters n a Where to Use it gt Resource Attribute form gt Skill tab while defining a resource in Unifier Use This Element For Specifying a user s skill interest on a 1 to 10 scale 1 being minimum interest 10 being maximum uuu_resc_n Data Definition SYS Resc Work Type on_project_ Field Label Non Project Time umg of Characters n a Where to Use it Resource Attribute forms Use This Element For Booking non project time manually on a Booking Summary Sheet uuu_resc_s Data Definition Integer Amount un_capacity Field Label day Capacity Hrs of Characters n a acces Where to Use it Resource Attribute forms gt Use This Element For Entering the number of hours a resource can wo
359. oay KR n nT KERE EERE Ea 51 Data El ments esasan annaeinars 87 Asset Manager s sscorosuesrensis anon neseno CSCE ESEETO ETES EEE dees NEATE toes ees 87 Configurable Manage ivsscceisidsasevtdudiietasdsuededvetedvis ddeesweddadadaiasdsandvivesadeieiass 90 Configurable Smells sis eweseevi vacdweun deve iicanweniy aiaeciveccdeiaredciaaes EE iesi 92 COSC MANAG Ol ess diwaleawedavaleeesedwa e teed wale tuees weleaee ea wale tue es wale baie ed E ed weeaw IREEN 93 Account Code Attribute FOrmS ssssesssescssecseccosecosecossesosecoserossecosesosseo 93 Cost Attribute FOrmS sessssssssesosesossccssecosecossscosecosesoseccosesosesossesosesoo 94 F nd Attrib te FONTS cicdicvue oun seve bawseexeo Ense asn EE EEE EEEE EEEE EEEE EEEE 96 Cost Business PrOCOSSCS ice wicstsstnidviisavesserdlavaweieraveseanlavenidaiawueawsadseeadinddea 97 Document MANAGED 0 ivi civicivccaversc ces ceeeceteeeee cee eveeeeeeseeeeesevaeevesevedecedeveueess 114 Generic Cost MANAGE cece eee cece eee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 118 Global Data Elements xi sicscicecadseaesancsiidiwdiaeeesccencban cbessdessdsacees episemeaenecsneiens 121 Lease Business Processes sesesesesesosesoscsesesosesososesosesesosesesososerosesesesese 129 Planning Manaber sisosisssa coni erin r innr ria ra eee aE EE ENE EEANN EEE EEEE ERIRE EEE 141 Request for Bid cc cccbscererenocese eaeneed tt Tsar weassaeseeabiesdeapereradereneeinenieenereneses 141 Resource Managen
360. ode Picker Data Element Name Information uuu_cm0_code Label that will Appear on the Form Cost Code Available for Forms on Mobile Device Yes What it Does Use this picker to define a cost code for a generic cost manager at runtime in Unifier The picker will show only active codes Unifier populates this picker with the cost codes created with the Generic Cost Manager Attribute form Pickers 413 Unifier Reference Guide Level Picker Data Element Name Information uuu_sp _level_picker Label that will Appear on the Form Level Available for Forms on Mobile Device Yes What it Does Use this picker to select a level record from the Space Manager log This picker is populated by the level records that were created with the Level attribute form Note Do not use this picker on configurable manager attribute forms Location Picker Data Element Name Information uuu_location Label that will Appear on the Form Location Available for Forms on Mobile Device Yes What it Does Specifying the hierarchy between shells From this picker the user picks the parent shell under which another shell should belong Note Do not use this picker on configurable manager attribute forms or on an anchor shell a single instance shell 414 Planning Item Picker Data Element Name Information uuu_planning_item_picker Label that wil
361. of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the pager number of a user or resource uuu_user_st ate Data Definition SYS Medium Name Field Label State of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the state of a user or resource uuu_user_ti mezone Data Definition SYS Medium Name Field Label Time Zone of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the time zone of a user or resource uuu_user tit le Data Definition SYS Medium Name Field Label Title of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the title of a user or resource uuu_user_w orkphone Data Definition SYS Medium Name Field Label Work Phone of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the work phone number of a user or resource 152 Data Elements Data Element Information uuu_user_zi Data Definition SYS Medium Name p Field Label Zip Code of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the zip code of a user or resource uuu_week_p Data Definition Date Picker icker Field Label Week of of Characters n a Where to Use it gt Resource Booking business processes gt Time Sheet business processes Use T
362. of None constrained activities that do not have predecessor activities This data definition is fixed and cannot be used to create any other data elements It is reportable and is available for user defined reports and data views 53 Unifier Reference Guide Data Definition Activity Picker Information Type Integer Size 0 Input Method Picker Use on Detail forms of Time Sheet BPs including those for mobile devices read only Description Picker for selecting an activity from the master schedule sheet This definition is fixed and cannot be used to create any other data element Unifier populates this picker with the activity records that were created with the Activity attribute form Asset Picker Type Integer Size 0 Input Method Picker Use on Upper or detail forms of company level Cost BPs of sub type Line Items with Asset Code including these forms for mobile devices Description Picker for selecting an asset for a project from the asset sheet This definition is fixed and cannot be used to create any other data element Unifier populates this picker with the asset records that were created with the Asset attribute form Auto update Status Setup Picker Type String Size 100 Input Method Drop down list Use on gt Shell attribute forms gt Project details Description Drop down list for selecting Auto update Status Setups which are defined in Unifier under the Compa
363. of a scope management schedule If you use this element users can take manual control over an activity at any time by deselecting the Auto update Activity Data checkbox on the activity s Properties window at runtime If they do this gt Unifier retains the link to the BP record if any and the activity s current status gt Unifier continues to enforce the Scope Management update rules for the activity s status however the user must manually attach the status to the activity gt Unifier does not track the activity s actual start and finish dates and completion The user must manually enter these dates The user can return the activity to Scope Management mode by selecting the Auto update Activity Data checkbox on the activity s Properties window To resume Scope Management Unifier gt Updates the BP record status for the activity gt Checks the record for complete conditions gt Sets the appropriate status of the activity either In Progress or Complete If the activity is not yet linked to a BP Unifier checks internal scope conditions If those conditions are satisfied Unifier launches the appropriate BP and sets the activity s status to In Progress If those conditions are not satisfied Unifier sets the activity s status to Not Started 204 Data Elements Data Element Information uuu_base_r Data Definition ate_overrid Field Label Base Currency Rate Override of Characters n
364. oject currency amounts For example a multinational company might create purchase orders in different currencies Euros US and Chilean Pesos The company has an approval matrix based on the Euro so the currency amount of each PO must be converted to Euros This element will reflect the locked exchange rate based on the selected transaction currency at the time the record is created and sent for a workflow BP or edited and completed non workflow BP for the first time description Data Definition SYS Description Text Field Label Description of Characters 250 Where to Use it Any business process Use This Element For Entering text information on a business process 188 Data Elements Data Element Information due_date Data Definition Date Picker Field Label Due Date of Characters n a Where to Use it Any business process with a workflow Use This Element For Entering date and time information on a business process User can select the value of this element at run time or Unifier can calculate the value based on the workflow duration specified in the business process setup Late task notification and indicators work based on this data element otherComp Data Definition Company Picker anyID Field Label Company of Characters n a Where to Use it Upper or detail form of any company level or project level business process Note Do not use this picker on configurable manager attribute forms
365. oject sheet level are rolled up to the company sheet which maintains the overall fund information 438 Data Dictionary Term Definition Conditional Routing A divergence in the route of a business process depending on a specific condition or situation BP workflows can be created to include a conditional step that is a step that must be resolved before the workflow can continue Conditional steps entail separate conditional routing This routing is triggered by a condition or situation that was set in uDesigner when the workflow was designed An example of conditional routing is a purchase order that follows one workflow if the total amount is less than a certain amount and follows another if it is equal to or greater than that amount These trigger values are assigned when the business process is set up in Unifier Conditional Step A step that must be resolved before the workflow can continue Conditional steps entail separate conditional routing This routing is triggered by a condition or situation An example of conditional routing is a purchase order that follows one workflow if the total amount is less than a certain amount and follows another if it is equal to or greater than that amount These trigger values are assigned when the business process is set up in Unifier and can specify multiple data elements that must be satisfied to activate the trigger Configurable Manager A configurable manager is a
366. older structures The manager ensures that project members are always using the most current versions of documents and makes accessing and distributing documents efficient Document Type BP This is a BP form that can be used as an envelope to package a set of files such as spreadsheets drawings and design documentation that flow from one group to another An example is a Transmittal Drafts Drafts log A storage log where Unifier users can save a draft or copy of any BP they are creating or responding to 444 Data Dictionary Term Definition Dynamic Data Element Dynamic data elements are fields on BP forms that behave differently depending on what the user chooses in a master element field The master element dictates what the other fields in the set will show and how they will behave For example on a form that requires a state and city designation the city field will show a different list of cities depending on the state the user chooses See Dynamic Data Set Dynamic Data Set Dynamic data sets control what other data elements display or how they behave You can use data sets to dictate how pull down lists radio buttons and check boxes behave when the user has multiple choice options The data sets are considered dynamic because the data values change depending on what the user chooses in the master element field For example on a form that requires a state and city designat
367. ollowing circumstances gt An activity on a schedule has been configured for Scope Management Under Scope Management the activity moves through a workflow but first the activity is sent to an initiation step before the beginning of the workflow At this point the user can specify a new workflow schema new owner of the activity duration of the activity and a new location such as a different project for the activity gt Anew business process is spawned by a BP Creator element from a upper form or a line item list based on gt A condition such as a dollar amount gt A frequency such as a daily or weekly time frame After being created the new BP is sent to an initiation step before the beginning of the workflow At this point the user can specify a new workflow schema new owner of the business process duration of the process anda new location such as a different project for the business process Compare to S Step Instance A reproduction of a component based on a type usually a shell Instance can also refer to a BP record 448 Data Dictionary Term Definition Integration The integration feature of the Unifier imports and exports business process data en masse between Unifier and an outside application via Web Services Integration automatically creates BP records which is useful in cases where the user wants to populate Unifier with a large amount of user information that alrea
368. om Create Date Text Comment ment Creator Comment Attachment File Name NA Comment Attachment Refer File Size ence File Issue Date 349 Unifier Reference Guide Use this Data Source Comment Attachment Mark To get these details Additional details Cell Phone Last Name up Company Name Login ID Comment Attachment Com Company Short Name Markup Name ment tachment venue Creation Date Pager Revision Comment Attachm Creator Registry ent Markup l Email Role Fax Size First Name Welcome Email Home Phone Work Phone Company Company Contact Email Notifications Company Creation Date Help URL Company Description Instructions Company Name Label Company Short Name Registry Company URL Share with Wire Contact Email URL Company Company Account Codes Projects Accounts Summary in Base Currency Assets Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding 350 Extracting Data for User Defined Reports Use this Data Source Document Attribute To get these details Complete Creation Date
369. ommits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additional details Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Snapshots Curves Curve Name From Date Datapoint Date To Date Datappoint Value Unassigned Company CashFlow Curves Curve Datasource Datapoint Value Curve Name End Date Curve Type Granularity Datapoint Date Start Date Company Cost Use this Data Source Project Attribute To get these details Project Number Project Name Additional details NA 338 Extracting Data for User Defined Reports Use this Data Source WBS Cost To get these details Project Costs Company Costs AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed C
370. on of Characters n a Where to Use it Space detail form Use This Element For Specifying that the space can be reserved for use 181 Unifier Reference Guide Data Element uuu_sp_are a Information Data Definition Decimal Amount Field Label Area of Characters n a Where to Use it Space detail form Use This Element For Entering the area of a space uuu_sp_leve _ drawing Data Definition SYS Short Description Text 250 Field Label Level Floor Plan of Characters 250 Where to Use it Level detail form Use This Element For Displaying the name of the drawing file containing the floor plan of the level This data element is read only and is auto populated uuu_sp_leve _ name Data Definition SYS Short Description Text 50 Field Label Level Name of Characters 50 Where to Use it Level detail form Use This Element For Entering the name of a level or space uuu_sp_leve _ picker Data Definition Level Picker Field Label Level Picker of Characters n a Where to Use it Space detail form Use This Element For Selecting a level record Auto populating Level information into Space attribute forms uuu_sp_uca d_handle Data Definition SYS Short Description Text 250 Field Label uCAD Handle of Characters 250 Where to Use it gt Space detail form Level detail form Space log Level log Find feature on space and level logs Use This Element For
371. on_notes Field Label Cancellation of Characters 500 Where to Use it Upper form of a Reservation BP Use This Element For Entering optional notes about a cancellation uuu_cancell Data Definition SYS_Yes_ No ed Field Label Yes No of Characters n a Where to Use it Upper form of a Reservation BP Use This Element For Specifying that a reservation is or is not canceled 106 Data Elements Data Element Information uuu_commit Data Definition SYS Short Description Text 120 _breakdown Field Label Breakdown of Characters 120 Where to Use it Detail form of a Payment Application business process Use This Element For Viewing the breakdown name that was defined in the Schedule of Values sheet for a line item WBS Code uuu_commit Data Definition SYS Short Description Text _Short_desc Field Label Commit Short Description of Characters 120 Where to Use it Detail form of a Payment Applications business process Use This Element For Viewing description information that was entered on Base Commit and Change Commit line items uuu_compa Data Definition Account Code Picker ny_acc_cod Field Label Account Code Picker epioker of Characters n a Where to Use it Detail form of cost business processes of sub type Line Items with Company Account Code Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting account codes created at r
372. onal Dates Picker Field Label Seasonal Dates Picker of Characters n a Where to Use it gt Detail forms of a work flow or non workflow single or multi record Company or Shell level Generic or Preventive Maintenance Line Item business process gt Itis a system defined picker to pick Seasonal Dates record in Unifier It is a system defined picker to pick Seasonal Dates record in Unifier Use This Element For This DE is used to pick a Seasonal Dates record in Unifier uuu_rec_tol erance Data Definition Decimal precision of 2 Field Label Tolerance of Characters n a Where to Use it gt This DE is used in Continuous Meter detail form of PM Book It can also be placed in the corresponding form in PM Book template gt Do not use in Dynamic Data Sets DDSes Use This Element For Used in conjunction with uuu_rec_frequency trigger new record if meter reading has increased by any amount gt Frequency Tolerance uuu_rec_wo _bpc Data Definition BP Creator Field Label Work Order of Characters n a Where to Use it It is required in Time detail form and both Continuous and Gauge detail form of PM Book It can also be placed in the corresponding detail forms in Pm Book template Use This Element For This DE captures the Work order generated by the PM Book 256 Data Elements Data Element Information uuu_record Data Definition Date Picker _last_updat Field Label
373. operties gt Lock unlock budget distribution Note Cost Sheet column modify restrictions selected in User Mode will override Modify permissions Note In order to lock unlock budget distribution the user must be able to edit the Assigned Budget column that is the user must not have the disallow editing restriction selected for the Assigned Budget datasource column in User Mode column restrictions Create Worksheet Create a worksheet to use with the cost sheet View View the Project Cost Sheet Note Cost Sheet column view restrictions selected in User Mode will override view permissions Cost Manager Earned Value This setting Allows users to Full Access gt Create and view earned value sheets gt Grant sheet level permissions to other users and groups Modify Modify earned value sheets View View earned value sheets 314 Permission Settings Cost Manager Funding Funding Sheet This setting Allows users to Create Create a Project Funding Sheet Modify Modify the rows columns and properties of the project funding sheet View View the Project Funding Sheet Cost Manager Funding Commitment Funding Sheet This setting Allows users to Edit Structure gt Create a Commitment Funding Sheet structure from a template gt Edit structure columns gt Add rows to the Commitment Funding Sheet View View Commitment Funding Sheets c
374. or Entering the date and time a document was issued uuu_file_rev ision_no Data Definition SYS Short Description Text 250 Field Label Revision No of Characters 250 Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering the revision number of a document You can use this as a place holder uuu_file_siz e Data Definition Integer Amount Field Label Size of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Displaying the size in bytes of a document Unifier automatically calculates this amount uuu_file_titl e Data Definition SYS Short Description Text 250 Field Label Title of Characters 250 Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Entering a title for a document rather than use the file name as the title 116 Data Elements Data Element Information uuu_file_ver Data Definition Integer Amount sion Field Label Pub No of Characters n a Where to Use it gt Document Folder Attribute Forms gt Document Attribute Forms gt Document business processes Use This Element For Displaying the version number of a document Unifier automatically updates this number when
375. orking with Support visit https support oracle com epmos faces DocumentDisplay id 888813 2 to view Support Tools amp Tips Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support For information visit http www oracle com us support contact 068555 html or visit http www oracle com us corporate accessibility support index html if you are hearing impaired Using Primavera s Support Resource Centers Primavera s Support Resource Center provides links to important support and product information Primavera s Product Information Centers PICs organize documents found on My Oracle Support MOS providing quick access to product and version specific information such as important knowledge documents Release Value Propositions and Oracle University training PICs also offer documentation on Lifetime Management from planning to installs upgrades and maintenance Visit https support oracle com epmos faces DocumentDisplay id 1486951 1 to access links to all of the current PICs PICs also provide access to gt Communities which are moderated by Oracle providing a place for collaboration among industry peers to share best practices News from our development and strategy groups Education via a list of available Primavera product trainings through Oracle University The Oracle Advisor Webcast program brings interactive expertise straight to the desktop using Oracle Web Conferencing tec
376. orms Use This Element For Selecting a code or record from a configurable manager The code picker is created automatically when the manager is created The picker auto populates elements from the manager record onto BP forms Note A code picker from a company level manager cannot be placed on a BP at Project Shell level and vice versa uuu_cm 1 25 _status Data Definition SYS Short Description Text 120 Field Label Status of Characters 120 Where to Use it Configurable manager attribute forms Use This Element For Specifying a status for a code Can be alphanumeric uuu_calend ar_item_na me Data Definition SYS Short Description Text 250 Field Label Reservation Name of Characters 250 Where to Use it Upper form of a Reservation BP Use This Element For Entering the name of the reservation on a Reservation type BP 207 Unifier Reference Guide Data Element Information uuu_cancell Data Definition SYS Description Text 500 ation_notes Field Label Cancellation of Characters 500 Where to Use it Upper form of a Reservation BP Use This Element For Entering optional notes about a cancellation uuu_cancell Data Definition SYS_Yes No ed Field Label Yes No of Characters n a Where to Use it Upper form of a Reservation BP Use This Element For Specifying that a reservation is or is not canceled uuu_code__ Data Definition SYS Short Description Text 250
377. orms gt Schedule Sheets Use This Element For Entering the name of a schedule activity uuu_activity _per_1 Data Definition Decimal Amount Field Label Activity Percent 1 of Characters n a Where to Use it Schedule Activity Attrioute Forms Use This Element For Entering a percent value at the activity level This is an editable field and value of this field gets calculated as a weighted average of the resource cost if there are resources The weighted average is based on the uuu_resc_assign_per_1 data element The user can define a formula in uDesigner to calculate this amount or enter an amount uuu_activity _predecess ors Data Definition SYS Medium Name Field Label Predecessors of Characters 64 Where to Use it Schedule Activity Attribute forms Use This Element For Viewing a comma separated list of predecessor IDs If this data element is marked as Editable users can enter dependencies in the Predecessors column of a schedule sheet or in the Predecessors field on the General tab of the Activity Properties 158 Data Elements Data Element Information uuu_activity Data Definition SYS Description Text 500 resources Field Label Assigned Resources of Characters 500 Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing a list of personnel currently assigned to an activity This field is updated whenever resources
378. ormula in uDesigner to calculate this amount or enter an amount 197 Unifier Reference Guide Data Element uuu_activity _picker Information Data Definition Activity Picker Field Label Activity Picker of Characters n a Where to Use it Time Sheet business processes in the company workspace or in a WBS shell not available for generic shells Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting an activity from the master schedule sheet uuu_activity _predecess ors Data Definition SYS Medium Name Field Label Predecessors of Characters 64 Where to Use it Schedule Activity Attribute forms Use This Element For Viewing a comma separated list of predecessor IDs If this data element is marked as Editable users can enter dependencies in the Predecessors column of a schedule sheet or in the Predecessors field on the General tab of the Activity Properties uuu_activity _resources Data Definition SYS Description Text 500 Field Label Assigned Resources of Characters 500 Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing a list of personnel currently assigned to an activity This field is updated whenever resources are assigned or removed from the activity uuu_activity _status Data Definition SYS Activity Status Field Label Status of Characters n a W
379. ort on or assign When you use this picker on a timesheet BP at the project level it will filter out those roles that have already been booked for other projects 267 Unifier Reference Guide Data Element uuu_role_st atus Information Data Definition SYS Role Status Field Label Role Status of Characters n a Where to Use it Role Attribute Forms Use This Element For Specifying the status active or inactive of a role uuu_shell_c reator Data Definition Shell Picker Field Label Created Shell of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Auto creating a shell from a company level shell level or standard project level Project Shell Creation BP If you use this element on a form you cannot use a uuu_project_creator element This element will create a shell even if the field is hidden uuu_shell_i mage Data Definition Image Picker Field Label Image of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Picker for selecting images to display on the shell page When the field value is passed to the project or shell only the file location is passed uuu_shell_ ocation Data Definition Shell Picker Field Label Shell Location of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP unless it is a Line I
380. osts Additional details Funded Records Labor Costs Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Company Funding Use this Data Source To get these details Additional details Accounts Summary in Base Currency Assets Company Company Contact Company Short Name Company Creation Date Company URL Company Description Help URL Company Name Registry Company Company Account Codes Projects Resource Actuals Company Funding Fund Category Fund code Fund Description Fund Long Description Fund Name 339 Unifier Reference Guide Use this Data Source Company Funding Sheet To get these details WBS Funding Records Funded at WBS Level Records Funded at Project Level Project Funding Manual Funding by WBS Additional details Manual Funding by Project Project Funds Company Funds Company Funding Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Level Records Funded at WBS
381. ou can however create your own managers to consolidate and monitor any entities you want Once you have created a manager you can deploy it at the company or project shell level You can create up to 25 managers Master Data Element A data element on a form that controls the behavior of other data elements For example on a form that requires a state and city designation the list of cities changes depending on the state the user chooses The state and city elements become a dynamic data set and the master data element state dictates what cities will appear in the pulldown list See also Dynamic Data Element Master Log Permission controlled business process log that is accessible from the Home node for all project and shell business processes and provides access to business process records of the same type that may exist in multiple shells or projects Master Schedule Sheet The schedule that drives activity start and finish dates resource assignments and resource availability through other modules such as resource management Only one master schedule sheet can exist for any given project Message Messages Log The Messages Log displays copies of BP records that a user has been cc d on during the workflow BPs in the messages log are view only copies for reference only Milestone An activity or task that represents a significant point in time such as a hand over date Milestones have zero dur
382. ource Manager RESOUICES ccccssscssscsssesssesesesesesesesssessssseseseseseeees 372 Resource Manager RoleS sesssssossscssescssscosecosesooscoosecosescosscosecosescsseeeee 372 Resource Manager Sheets ssssssssssssseossscsescsssecsseeosesosesessseseseesseesseees 373 schedule Project Shell essssssesesesossesosesosesosesessecosesossesosesoserossesosesoo 375 Schedule of Value SOV csscvscacicscuees sve cscssdeine chsscrvscesucevectuecevecseeueiasedeesvueas 378 Shell Information snvvwerebiveerractniedyebevenkvendvecieetevenuve E EENE REEE EET EOSS 380 Users Project Shell sidvsasssevesecsveewsedaiavardawsdinsnssiwvesasssideveiviavesdassivavedsievas 383 Workflow Information ssssssssssssesesesesessssessesosssosssesescseseosseesseeosseesseesese 383 MDOrt CodeS ona E E E E E E 387 CUMENCY ox sce nres EEEo EE eee Waele ain ad OTEK EEOAE EEEE EEEO EES CEEE EEA 387 MEZONET E EEE EEE TENEN 392 Date Formatas cies cies cave ches ditsi tnes cans ches OTEREN ches EEEE EERTE EEEE ETE EEEE ARA O 395 Company Addi eSSirsesrisessoorira stroni E OaE EEEE EEEE OEE EEEE ETE an 396 SUQUUS E E E S 397 CHECK BOX cre ceeeacenioarct ecgeeaanenecucbekmecsmenateeandaacseuca sundress teucorssaemsoeeceeegeenas 397 PICKENS osccisiassiians canbiccinsswneicame vans dansana vans denecanscams sens aa aa a 399 Pi ker Retenenee caahcrcxtshaienscswincestabeoedcanececendavneeukeruneesabewneessaewimasceeengeeaas 399 Data DICHOMAPY sorsas tis s s de
383. pay_latest_due_date field is 3 15 2009 and the value the user specifies in this lead time field is 5 then the creation date of the payment request will be 3 10 2009 uuu_lse_pa Data Definition Date Only Picker y_due_date Field Label Payment Due Date of Characters n a Where to Use it Must be included on the standard detail form of Lease BPs Use This Element For Displaying the payment due date This is a read only field that is auto populated Unifier uses the values of the uuu_lse_frequency and uuu_lse_pay_due_day elements to calculate the value for this field uuu_lse_pa Data Definition Drop down list y_due_day Field Label Payment Due Day of Characters n a Where to Use it Lease BPs Use This Element For Specifying the day or month on which payment is due Valid values are 1 to 28 Unifier uses this value in conjunction with the uuu_lse_frequency element to calculate the value for the uuu_lse_pay_due_date field 233 Unifier Reference Guide Data Element uuu_lse_pa y_latest_du e date Information Data Definition Date Only Picker Field Label Latest Payment Due Date of Characters n a Where to Use it Must be included on the standard detail form of Lease BPs Use This Element For Displaying the latest payment due date This is a read only field that is auto populated Unifier uses the values of these elements to calculate the value for this field gt uuu_lIse_frequenc
384. pe Date Size 0 Input Method Picker Use on Planning Item attribute forms including those for mobile devices read only Description Use this data definition to create data elements to gather date values from business processes Fields using this definition create the columns on Planning Sheets Creates read only fields not available for auto population or dynamic data sets SYS Date Logical Datasource Type Date Size 0 Input Method Picker Use on gt The detail form of any business process gt Activity Planning and Asset Attribute Forms including those for mobile devices read only Description Use this definition to create fields for use in date add type formulas using integers or decimals to produce a new date You can also use this definition for a manual entry field where the user chooses the date from a date picker Fields using this definition create the columns on sheets such as planning sheets asset sheets or schedule sheets Creates read only fields not available for auto population or dynamic data sets SYS Depreciation name Type String Size 120 Input Method Drop down list Use on Asset class attribute form Description Drop down list for selecting the kind of depreciation to use for an asset The data set for this field will be specified in Unifier 72 Data Definitions Data Information Definition SYS Type String Description Size 200
385. per or detail form of a Project Shell Creation BP Note Use this element for the project address only not for billing shipping etc addresses Use This Element For Entering the zip code of the project address You must include this element if you use the uuu_project_creator element although it does not need to be on the same form uuu_project _creator Data Definition Project Picker Field Label Created Project of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Auto creating a project from a company level Project Shell Creation BP If you use this element on a form you cannot use a uuu_shell_creator element This element will create a project even if the field is hidden 248 Data Elements Data Element Information uuu_project Data Definition Project Phase _phase Field Label Project Phase of Characters 64 Where to Use it gt Upper form of project level business processes its logs Standard and Advanced and find gt Shell attribute form its logs Standard and Advanced and Find Use This Element For Viewing the phase of a project always a read only field The data set for this field will be specified in Unifier and will be available under the project shell as a project phase field when you are defining a project in Unifier You can also use this element as a master element for a dynamic data set On the action
386. r mobile devices gt Detail attribute form of any asset planning item or configurable manager Description Picker for selecting a shell in Unifier You can create any number of data elements fields using this definition 23 Unifier Reference Guide Data Information Definition Short Type String Description size 50 Text Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 50 characters at runtime Space Type Integer Picker Size 0 Input Method Picker Use on Upper form of any Company level or Project shell level business process Also available for use on mobile devices but will be read only Description Picker for selecting a space from the Space Manager records This definition is fixed and cannot be used to create any other data element SYS Auto Type String Sequence Size 512 Input Method Text box Use on Upper or detail forms of project shell or company level BPs Description You can create any number of data elements fields using this definition Fields using this definition provide auto sequencing of unique numbers for all business processes or line items created The content of the field is automatically generated based on the format for the auto sequence data elements that is configured in Unifier You can place two data elements
387. r detail form including these forms for mobile devices Description Picker for linking one business process to another This definition is fixed and cannot be used to create any other data element You receive a number of pre defined pickers based on this definition For a list of these pickers see Picker Reference This picker is populated by the reference process that accompanies the business process CM 1 25 Type Integer Picker Size 0 Input Method Picker Use on Detail forms of cost BPs and Line Item BPs including any detail form for a tab on multiple tab BPs of these types Also available for these forms on mobile devices Description Picker for selecting a code or record from a configurable manager The code picker is created automatically when the manager is created The picker auto populates elements from the manager record onto BP forms Unifier populates this picker with codes that were created with the configurable manager s attribute form 56 Data Definitions Data Information Definition Company Type Integer Picker Size 0 Input Method Picker Use on The upper or detail form including these forms for mobile devices You can use this picker on business processes at both the company and project shell levels For a company level BP it will show partner companies at the project shell level it will show member companies Description Picker for selecting a partner or member company This
388. rdingly If an ASAP constrained activity does not have a predecessor the schedule sheet start date determines the activity start date un started ASAP constrained successor activities align accordingly None The start date of a None constrained activity does not change if the start date of a predecessor activity changes The schedule sheet start date does not determine the start date of None constrained activities that do not have predecessor activities When the schedule sheet is imported Unifier sets all values to None the user must set any desired activity constraints It is available for user defined reports and data views 194 Data Elements Data Element uuu_activity _earn_amt Information Data Definition Currency Amount Field Label Earned Amount of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the earned progress in form of an amount The user can define a formula in uDesigner to calculate the earned amount or enter an amount uuu_activity Data Definition Decimal Amount earn_progr Field Label Earned Progress ii of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing or entering the earned progress of resource effort If the earned progress is calculated in Unifier based on the Budget and Progress Setup this field is read only Otherwise this data element is editable uuu_activ
389. re three overbooking options gt Even if confirmed booking exists gt Only if tentative booking exists gt No overbooking uuu_rsv_re servable Data Definition SYS_Yes No Field Label Allow Reservation of Characters n a Where to Use it Space detail form Use This Element For Specifying that the space can be reserved for use uuu_rsv_tri gger_date Data Definition Date Picker Field Label Trigger Date of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Entering the date a new BP should be created Note Unifier will automatically add this element to the design if it was omitted on the Reservation form uuu_rsv_tri gger_days Data Definition Integer Amount Field Label Time Days of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Entering the number of days before or after the event that the BP should be auto created This element works in conjunction with the uuu_before_after element to specify the days before or after the event Note Unifier will automatically add this element to the design if it was omitted on the Reservation form 266 Data Elements Data Element Information uuu_rsv_tri Data Definition Integer Amount gger_hrs Field Label Time Hrs of Characters n a Where to Use it Upper or detail form of Reser
390. re to Use it Detail form of a Lease BP Use This Element For Specifying the amount of time in days zero to 30 before the payment due date that the invoice payment request should be created This time should include time for both creation and approval uuu_lse_pa y_creation_ date Data Definition Date Only Picker Field Label Payment Creation Date of Characters n a Where to Use it Must be included on the standard detail form of Lease BPs Use This Element For Displaying the payment creation date This is a read only field that is auto populated Unifier uses the value of the uuu_lse_pay_creat_lead_time element to calculate the value for this field 232 Data Elements Data Element Information uuu_lse_pa Data Definition Drop down list y_creat_lea Field Label Payment Creation Lead Time aime of Characters n a Where to Use it Payment requests auto created by Lease BPs Use This Element For Calculating the creation date of a Payment Request BP This field triggers the auto creation of payment request BP records from the Lease BP This value is the difference in days between 1 and 30 and produces the lead time the number of days before the latest payment due date at which the generated record should be created Unifier uses this value with the value of the uuu_lse_pay_latest_due_date field to auto populate the uuu_lse_pay_creation_date field For example if the value in the uuu_Ise_
391. reated from commits where you are the owner Cost Manager Schedule of Values General Spends This setting Allows users to Edit Structure gt Create an SOV structure from an SOV template gt Edit SOV structure columns gt Add rows to the SOV View View SOVs created from commits where you are the owner Full Access Select one or more records to give permissions to other users and groups Cost Manager Schedule of Values Payment Apps This setting Allows users to Edit Structure gt Create an SOV structure from an SOV template gt Edit SOV structure columns gt Add rows to the SOV 315 Unifier Reference Guide This setting Allows users to View View SOVs created from commits where you are the owner Full Access Select one or more records to give permissions to other users and groups Data Cubes by name This setting Create Modify Allows users to Create modify and publish data cube definitions View Current Shells and Sub Shells Data gt View data cube for selection in shell dashboards gt View data returned from current shell and its sub shells View Current Shell Data gt View data cube for selection in shell dashboards gt View data returned from current shell only Document Manager Documents This setting Full Access Allows users to gt Access all files and all folders regardless of local permi
392. recast start date of an activity The user can also define a formula in uDesigner to calculate this date There are also uuu_activity_fc_start_2 uuu_activity_fc_finish_2 and uuu_activity_fc_duration_2 data elements available if you want to work with more than one activity start finish and duration uuu_activity Data Definition Date Picker _fc_finish_1 Field Label Forecast 1 Finish of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the forecast finish date of an activity The user can also define a formula in uDesigner to calculate this date 156 Data Elements Data Element uuu_activity _fce_duration 1 Information Data Definition Decimal Amount Field Label Forecast 1 Duration of Characters n a Where to Use it Schedule Activity Attrioute Forms Use This Element For Viewing the forecast duration of an activity This value is calculated based on the Forecast 1 Start date and the Forecast 1 Finish date Read only field uuu_activity _fe_start_2 Data Definition Date Picker Field Label Forecast 2 Start of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering the forecast start date of an activity The user can also define a formula in uDesigner to calculate this date uuu_activity _fe_finish_2 Data Definition Date Picker Field Label Forecast 2 Finish of Characters n a Wher
393. record was last updated Updates can include changes that occur due to auto population integration or any other change to the business process including adding or removing attachments and general comments This data element is populated using the system date We recommend placing this field on the shell attribute form to track changes to the shell uuu_shell_c Data Definition Shell Picker reator Field Label Created Shell of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Auto creating a shell from a company level shell level or standard project level Project Shell Creation BP If you use this element on a form you cannot use a uuu_project_creator element This element will create a shell even if the field is hidden uuu_shell_i Data Definition Image Picker mage Field Label Image of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Picker for selecting images to display on the shell page When the field value is passed to the project or shell only the file location is passed 179 Unifier Reference Guide Data Element Information uuu_shell_ Data Definition Shell Picker ocation Field Label Shell Location of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP unless it is a Line Item sub type with a Shell and Sub Shell cl
394. red or Read only uuu_role_id Data Definition SYS Short Description Text Field Label Role ID Checkbox of Characters 50 Where to Use it gt Role attribute form Use This Element For When Roles in Unifier are created via integration with P6 When a new Role is created via integration this DE is populated with the P6 Resource ID Notes gt This DE is necessary for successful integration of a Shell with P6 when its uuu_int_schedule_type Resource Loaded or Cost Loaded gt This is not a required DE for a Role attribute form gt If you place this DE on a Role attribute form ensure that the DE is marked as Editable gt If you place this DE on a Role attribute form you can mark this DE Required or Read only gt This element can be placed on any other form a custom PD DE and can be marked as Editable Required or Read only 148 Data Elements Data Element Information uuu_role_pi Data Definition Role Picker cker Field Label Role of Characters n a Where to Use it gt Detail form of Time Sheet business processes gt Resource Allocation Sheets Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting the role to report on or assign When you use this picker on a timesheet BP at the project level it will filter out those roles that have already been booked for other projects uuu_role_st Data Definition SYS Role
395. rica Windhoek 210 UTC 02 00 Athens Bucharest Europe Bucharest 211 UTC 02 00 Cairo Africa Cairo 393 Unifier Reference Guide 212 UTC 02 00 Beirut Asia Beirut 213 UTC 02 00 Jerusalem Asia Jerusalem 214 UTC 02 00 Helsinki Kyiv Riga Sofia Tallinn Vilnius Europe Helsinki 215 UTC 02 00 Harare Pretoria Africa Johannesburg 220 UTC 02 00 Damascus Asia Damascus 221 UTC 02 00 Istanbul Europe Istanbul 222 UTC 02 00 Tripoli Africa Tripoli 223 UTC 03 00 Amman Asia Amman 224 UTC 03 00 Kaliningrad Minsk Europe Kaliningrad 225 UTC 03 00 Kuwait Riyadh Asia Riyadh 230 UTC 03 00 Nairobi Africa Nairobi 231 UTC 04 00 Moscow St Petersburg Volgograd Europe Moscow 232 UTC 03 00 Baghdad Asia Baghdad 240 UTC 03 30 Tehran Asia Tehran 250 UTC 04 00 Abu Dhabi Muscat Asia Dubai 251 UTC 04 00 Baku Asia Baku 252 UTC 04 00 Port Louis Indian Mauritius 253 UTC 04 00 Tbilisi Asia Tbilisi 254 UTC 04 00 Yerevan Asia Yerevan 260 UTC 04 30 Kabul Asia Kabul 261 UTC 05 00 Ashgabat Tashkent Asia Tashkent 270 UTC 06 00 Yekaterinburg Asia Yekaterinburg 280 UTC 05 00 Islamabad Karachi Asia Karachi 290 UTC 05 30 Chennai Kolkata Mumbai New Delhi Asia Calcutta 300 UTC 06 00 Astana Asia Almaty 301 UTC 06 00 Dhaka Asia Dhaka 302 UTC 06 30 Yangon Rangoon Asia Rangoon 310 UTC 07 00 Bangkok Hanoi Jakarta Asia Bangkok 311
396. riggered to generate a new record uuu_rec_pr Data Definition Decimal Amount oo Field Label Previous Trigger Reading of Characters n a Where to Use it gt Required on PM Book s Meter detail form of both subtypes Continuous and Gauge gt Can be placed in PM Book Templates s Continuous and Gauge Meter Detail form gt Cannot be used in Dynamic Data Sets DDSes for creating Validation rules and Linked Elements Use This Element For System populates this DE as the reading when the BP creator gets triggered to generate a new record 254 Data Elements Data Element Information uuu_rec_sc Data Definition SYS Schedule Type hedule_type Field Label Schedule Type of Characters n a Where to Use it This DE is required in Time detail form of PM Book and in Continuous Meter Detail form of PM Book It can be added to the corresponding forms in PM Book templates as well Use This Element For This DE captures whether a schedule is fixed generate new record irrespective of status of previous record or floating schedule next record only when previous record is completed cancelled etc uuu_rec_se Data Definition Integer Amount quence_ctr Field Label Sequence Counter of Characters n a Where to Use it gt This DE is required in Time detail form of PM Book and in Continuous and Gauge Meter Detail form of PM Book It can be added to the corresponding forms in PM Book templates as well gt D
397. ription Primavera Unifier Integration Interface Describes the methods required for the Guide integration and the data being passed between Primavera Unifier and an external system Anyone who wants to develop applications which interact with Primavera Unifier should read this guide Distributing Information to the Team You can copy the online documentation to a network drive for access by project participants Each team member can then view or print those portions that specifically relate to his or her role in the organization 472 For More Information Where to Get Training To access comprehensive training for all Primavera products go to http education oracle com Oracle Learning Library The Oracle Learning Library OLL provides online learning content covering Primavera products Content includes whitepapers videos tutorials articles demos step by step instructions to accomplish specific tasks and self paced interactive learning modules To access the learning library s Primavera content go to http www oracle com oll primavera Where to Get Support If you have a question about using Oracle products that you or your network administrator cannot resolve with information in the documentation or help click http support oracle com This page provides the latest information on contacting Oracle Global Customer Support knowledge articles and the support renewals process For more information about w
398. ription Summary WBS Cost Attribute Summary Level External Ref ID Display Order Owner Cost Type WBS Cost Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project WBS Funding Project Manual Funding by WBS Project Revised Budget Project Spends Resource Actuals Yet To Buy Company Forecasts Variance Company WBS Funding Company Manual Funding by WBS Cost Transactions MC WBS Use this Data Source To get these details Additional details BP Record Record No Reference Number Title Rate in Project Currency Due Date Rate in Base Currency Approval Date Status Send Date Business Process Type Line Item Short Description Effective Date Item No Amount Description 343 Unifier Reference Guide Use this Data Source To get these details Additional details Project Project Site Project Status Project Number Project Phase Project Name Project type WBS Datasource Type NA WBS Attribute WBS Segments Cost Type WBS Code Status WBS Item Description Summary WBS Cost Attribute Summary Level External Ref ID Display Order Owner Work Package Title Description Reference No Owner Creation Date Commit Summary WBS Base Commits WBS General pending and approved WBS Change Commits pending and approved Spends pending and approved 344 Extracting Data for User Defined Reports Use this Data Sour
399. rk on that day Use these elements if resources work differing hours on each day Resource capacity affects the resource s availability for booking These elements together are used to calculate the weekly hours that a resource is available With these values Unifier will calculate and display the resource s available hours on the Availability sheet Note If you implement resource capacity calculating you must place all seven of these elements on the attribute form uuu_resc_s Data Definition Decimal Amount un_ot_hour Field Label day Overtime Hours ass of Characters n a uuu_resc_S Where to Use it Detail form of Time Sheet business processes at_ot_hours Use This Element For Entering overtime hours for each weekday on a time sheet 262 Data Elements Data Element Information uuu_resc_s Data Definition Decimal Amount un_reg_hou Field Label day Regular Hours ee of Characters n a at red hour Where to Use it Detail form of Time Sheet business processes s Use This Element For Entering regular hours for each weekday on a time sheet uuu_resc_n Data Definition SYS Short Description Text 120 ame Field Label Resource Name of Characters 120 Where to Use it Resource Attribute forms Use This Element For Entering the name of the person on whom to report time uuu_resc_n Data Definition SYS Resc Calendar NW Day Type wd_type Field Label Non Working Day Type of C
400. rm of Meter Reading BP Description The DE uuu_meter_rdng_type uses this DD to capture if the entered meter reading is a regular reading a rollover reading or a New Meter reading SYS Resc Type String Calendar Size 50 ena Input Method Drop down list Use on Created for the resource calendar in Unifier Description Menu for choosing a non working type of day The data set for this field will be specified in Unifier SYS Resc Type String Work Type Size 50 Input Method Drop down list Use on Detail forms of Time Sheet BPs Description Drop down list for selecting work types The data set for this field will be specified in Unifier SYS Type String Resource Size 50 Interest Input Method Drop down list Use on Resource Attribute forms Description Drop down list for selecting an employee s interests The data set for this field will be specified in Unifier 80 Data Definitions Data Information Definition SYS Type String Resource Size 50 Proficiency Input Method Drop down list Use on Resource Attribute forms Description Drop down list for selecting an employee s proficiency at a role The data set for this field will be specified in Unifier SYS Type String Resource Size 50 Skill Input Method Drop down list Use on Resource Attribute forms Description Drop down list for selecting an employee s skill set The data set for this field will be specified in Unifier SYS
401. rmissions Change user permission settings User Administration Groups This setting Create Allows users to Create new project groups Modify Permissions Change group names and permission settings Modify Properties Change group names and descriptions View View group information Setup Business Process All This setting Setup Allows users to Set up all shell project level business processes for operation in Unifier Clicking All sets the permission level for all BPs listed at the time the permission was granted does not automatically grant Setup permission to BPs added later Setup Business Process by name This setting Setup Allows users to Set up specific business processes click on the BP to grant permissions for operation in Unifier 299 Unifier Reference Guide Setup Gates This setting Change Phase Allows users to gt Set up the project gates gt Change statuses Modify and Refresh Modify gates setup parameters and refresh validation Refresh Refresh gates validation View View gates setup parameters Setup Managers by name This setting Allows users to Modify Modify the manager setup View View the manager setup Setup Code based managers by name This setting Allows users to Setup Set up the manager for operation in the she
402. roperties Change user information address time zone etc View View user information Groups This setting Allows users to Create Create new groups Modify Permissions Change group permissions settings Modify Properties Change group names and descriptions View View group information 286 Configuration Permission Settings All This setting Allows users to Configure Configure all modules listed in the Configuration node for operation in Unifier All Business Process by name This setting Configure Allows users to Configure business processes for operation in Unifier All Asset Manager This setting Configure Allows users to Configure Asset classes for operation with the Asset Manager in Unifier All Custom Reports This setting Configure Allows users to Configure Asset classes for operation with the Asset Manager in Unifier All Code and Record Based Managers by name This setting Configure Allows users to Configure the manager and the classes for operation with the manager in Unifier All Document Manager This setting Configure Allows users to Configure the Document Manager for operation in Unifier 287 Unifier Reference Guide All Navigation Tabs This setting Configure Allows users to Config
403. s Funded Records Non Labor Costs Prior Forecasts Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy 369 Unifier Reference Guide Resource Manager Project Actuals Use this Data Source To get these details Additional details Construction Type Creation Date Description Location Name Number Organization Category Phase Project Std Complete Project Std Complete Construction Design YS WH wm Project Actuals Cost Hours Date Timesheet BP Name Resources Address Resource Created Date City Resource Last Modified Country Resource Timezone Default Role Resource Capacity Description Resource Code Email Resource Name Fax Resource Status First Name State Home Phone Time Zone Last Name Title Mobile Phone Work Phone Pager Zip code Roles Currency Name Role Last Modified Description Role Name Role Created Date Role Status Shell Administrator Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Schedule Status Project Std Setup Date Project Std Start Date Project Std Site Project Shell Mailbox email id Shell Type Status Top
404. s process configurable manager space or shell is configured User data pickers can also be updated via bulk edit and integration You can create any number of data definitions and data elements fields using this definition Note Data elements created with this data definition cannot be auto populated via Web Services or CSV files Alphabetical List Use the following Data Definitions DDs presented alphabetically for creating the attribute forms Business Processes and other entities 51 Unifier Reference Guide Data Definition Account Code Picker Information Type Integer Size 0 Input Method Picker Use on Detail forms of company level cost BPs of sub type Line Items with Company Account Code including these forms for mobile devices Description Picker for selecting company level account codes This definition is fixed and cannot be used to create any other data element Unifier populates this picker with the account codes from the company level account sheet which were created with the Account Code attribute form 52 Data Definitions Data Information Definition Activity Type Integer Constraint size 0 Input Method Drop down list Use on Schedule sheets Description Drop down list for selecting a constraint between activities on a schedule sheet A constraint ties a successor activity start date to a predecessor activity completion date after o
405. s Note This is applicable to Site Administrators only Selecting this permission setting will not automatically grant create modify permissions if the user is not a site administrator View View data views Dynamic Data Sets This setting Allows users to Modify Modify dynamic data sets View View dynamic data sets Public Searches This setting Manage Public Searches Allows users to Manage the saved searches for business process logs that have been saved and made public Reports This setting Allows users to Enable Unload and reload reports for the company users Access Control This setting Allows users to Modify Change access control permissions for users and groups View View access control permissions for users and groups 285 Unifier Reference Guide User Administration Company Users This setting Allows users to Create Create new company users Modify Status Modify user statuses Active Inactive On hold Modify Permissions Change user permission settings Modify Properties Change user information addresses time zones etc View View user information Partner Users This setting Allows users to Add Users Add partner company users Modify Status Modify user statuses Active Inactive On hold Modify Permissions Change user permission settings Modify P
406. s assets and company level cost business processes Entering a definition for a company level account code created in Unifier Specifies company level costs related to assets resources facility maintenance etc 93 Unifier Reference Guide Data Element Information uuu_compa Data Definition SYS Short Description Text 120 ny_account Field Label Company Account Name eam of Characters 120 Where to Use it Account Code Attribute Form Use This Element For Entering a name for a company account code Cost Attribute Forms Data Element Information uuu_cost_c Data Definition SYS Cost Type ost_type Field Label Cost type of Characters 32 Where to Use it Cost Attribute forms Use This Element For Entering a cost code type expense capital uuu_cost_c Data Definition Cost Attribute Picker ostattribute Field Label Cost Attribute of Characters 32 Where to Use it Cost Attribute forms Note Do not use this picker on configurable manager attribute forms Use This Element For Entering cost attribute information The data set for this element comes from the Cost Attribute data definition defined in Unifier uuu_cost_d_ Data Definition SYS Description Text 500 escription Field Label Description of Characters 500 Where to Use it Cost Attribute forms Use This Element For 500 uuu_cost_e Data Definition Short Description Text xternal_refid Field Lab
407. s Element For Viewing baseline information of effort or Quantity Qty when the user sets a baseline in Unifier Information in the Quantity Qty data element is copied into this data element Read only field uuu_resc_a ssign_rate Data Definition Decimal Amount Field Label Rate of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the unit rate of the effort If the selected resource is hard booked this value is populated based on the rate at which the resource is booked on the project and is read only Otherwise this data element is editable The user can enter a value or define a formula in uDesigner to calculate the rate uuu_resc_a Data Definition Decimal Amount ssign_rate_ Field Label Baseline Rate bl of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing the baseline information of the effort s rate when the user sets a baseline in Unifier Information in the Rate data element is copied into this data element Read only field uuu_resc_a Data Definition Decimal Amount San mip Field Label Units of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Viewing or entering the percentage of effort This field is required when a hard booked resource is added For non hard booked resources this field defaults to 100 but it is editable 260
408. s automatically created the element will appear as a hyperlink from the source BP to the destination BP BP Line Item Type Integer Creator Size 0 Input Method Picker Use on Upper or detail form of any business process Description Use this definition to create data elements that will automatically create new business process line items based ona condition such as a dollar amount You can use multiple BP line item creators on a single BP to create different types of line items When the BP reaches the condition in the workflow the BP creator line item element on the form will automatically create a new business process line item on another existing record Note Data elements built on the BP Line Item Creator definition are visible on forms in two ways If the Unifier user must manually create the new line item the element appears on the source line item as a text box with a Create button The element will appear as a hyperlink from the source line item to the destination line item 55 Unifier Reference Guide Data Information Definition BP Line Item Type Integer Picker Size 0 Input Method Picker Use on Can be used anywhere where BP Pickers are supported Description Use this data definition to create gt Data elements for line item pickers gt Any number of data elements that need a yes or no response BP Picker Type Integer Size 0 Input Method Picker Use on Any upper o
409. s that have been selected during the invitation process 453 Unifier Reference Guide Term Project Administrator Definition Performs tasks necessary to the administration of Unifier projects typically creating projects adding project users creating groups and granting permissions creating project cost sheets creating business process setups and defining workflows Project Funding Sheet Project funding sheets track how your company s funding is being spent on each project It tracks individual transactions which are rolled up to the company funding sheet Project Phase An intermediary milestone of a project Public bid A bidding process open all vendors currently active on a project RFB See Request for Bid Record A set of related data items treated as a unit For example in stock control the data for each invoice could constitute one record Also all the fields on a BP form constitute a record Reference Process A Reference Process is a business process that another business process has referenced by way of a picker ona form Users use pickers on one business process form to call data from another a referenced business process The picker establishes a link between the records of the two business processes for example an invoice BP to purchase order BP Reference processes are usually used to auto populate pickers They are necessary for any BP form t
410. s the role related amounts For activity role rates Unifier takes into account the effective date of the current role rate and the active currency exchange rate and recalculates the role amount under these circumstances gt Activity dates change gt Future dated exchange rates become active gt The activity role rate changes gt The role changes For activity role amounts Unifier calculates the activity role amount on a daily basis It considers gt The value of the role rate as of the effective date this can differ by effective date gt The length of time the role rate was applicable before another role rate or exchange rate became effective gt The active currency exchange rate this can change due to currency fluctuations gt The percentage of a role s assignment to the activity Y Unit this can differ during the activity Unifier uses active currency exchange rates for transaction to project currency conversions For role amount recalculations Any changes to start and finish dates duration predecessor activities constraints available days via the calendar activity levels indent or out dent role rates or currency exchange rates can trigger recalculation of the activity role amount These rate changes will be reflected in cash flow distribution Unifier calculates all values on a daily basis and adds up all amounts For activity amounts An activity can have more than one role each with its own costs
411. s to specify start and finish dates for scheduled activities uuu_late_ start Label that will Appear on the Form Late Start Date Available for Forms on Mobile Device Yes What it Does Late Start Date Use these pickers on schedule activity attribute forms and schedule sheets to specify start and finish dates for scheduled activities 408 Data Element Name uuu_late_finish Information Label that will Appear on the Form Late Finish Date Available for Forms on Mobile Device Yes What it Does Late Finish Date Use these pickers on schedule activity attribute forms and schedule sheets to specify start and finish dates for scheduled activities uuu_actual_start_date Label that will Appear on the Form Actual Start Date Available for Forms on Mobile Device Yes What it Does Actual Start Date Use these pickers on schedule activity attribute forms to specify actual and estimated start and finish dates of an activity that is part of an automatically scheduled project or shell that is part of a scope management schedule uuu_actual_finish_date Label that will Appear on the Form Actual Finish Date Available for Forms on Mobile Device Yes What it Does Actual Finish Date Use these pickers on schedule activity attribute forms to specify actual and estimated start and finish dates of an activity that is part of an automatically scheduled project or shell that is part
412. se Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding Shell Project Schedule Summary Start Dates Finish Dates NA Shell Administrator Construction Type Description Location Creation Date Name Number Organization Category Phase Status Project Std Construction Complete Project Std Construction Type Project Std Design Complete Project Std Notes Project Std Planned Completion Date Project Std Revised Completion Date Project Std Site Project Std Schedule Status Project Std Setup Date Project Std Start Date Shell Type Top Level Shell Name 357 Unifier Reference Guide Use this Data Source in Base Currency Shell WBS Cost Summary in Default Currency Shell WBS Cost Summary To get these details AFC Assigned Budget Company Budget Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Additiona
413. se cinws asi dials we d seas sone dinaa sees sash seus bens dens tesecens ae 424 FOR M re Information citecsaieseuics saswunsiaduimasaaisancanncnedanaunnnieebedaneeineatamncen 466 Where to Get Documentation s sssesesssessessesosssosssosssesescosseessseesseeseeesese 466 Where to Get Training is sscisicsessssrsicreisniisiss stius tno rivri T susa v Esisi Tensei serena 473 Where to Get SUB OI ssssirserisirrissi s tis Terst Bao ortt eee Sa eae ee da ee eee 473 Additional SUPPOME sissivcsisaressncavedersasvensa reer eceeseuneadevaeansexneeveesssaetvaraauarebees 474 Legal NOTGES Siac jacisica csgadstawedacseanagedseawadacsmenagansanwadacsenrauanswatadaceaenauanseeeesacs 477 Data Definitions This chapter contains tables listing the predefined data definitions that are the building blocks on which you can create the data elements that become the fields on the forms you design The data definitions are divided into tables for each manager as well as a table of global definitions that can be used for almost any form At the end of this chapter is an alphabetical listing of all the data definitions Each table includes descriptions of the data definitions and where you can use the data elements built on them In addition to the data definitions described here you can create other data definitions as you need them For information on creating new data definitions see the uDesigner User s Guide Caution These tables list the forms where el
414. se pickers are important elements for business forms a basic understanding of them will help you know where to include them in your design For more details about these pickers look them up by data definition name in Data Definitions or by data element name in Permission Settings on page 279 When you are designing a form you will see these pickers on the list of Custom elements however the list will vary depending on the type of business process or other Unifier component you are designing gt Data Picker gt SYS Date Datasource gt SYS Date Logical Datasource 399 Unifier Reference Guide gt User Data Picker gt Role Data Picker gt Data Definitions Account Code Picker Data Element Name uuu_company_acc_codepicker Information Label that will Appear on the Form Account Code Picker Available for Forms on Mobile Device Yes What it Does Use this picker on company level cost BPs for choosing company account codes Unifier populates this picker with the account codes from the company level account sheet which were created with the Account Code attribute form Note Do not use this picker on configurable manager attribute forms Activity Picker Data Element Name uuu_activity_picker Information Label that will Appear on the Form Activity Picker Available for Forms on Mobile Device No What it Does Use this picker on Timesheet BPs to select activities from the ma
415. se these pickers on any Document attribute form to specify the date and time a document was issued created or uploaded to the Document Manager uuu_dm_create_date Label that will Appear on the Form Creation Date Available for Forms on Mobile Device Yes What it Does Creation Date Use these pickers on any Document attribute form to specify the date and time a document was issued created or uploaded to the Document Manager uuu_file_create_date Label that will Appear on the Form Upload Date Available for Forms on Mobile Device Yes What it Does Upload Date Use these pickers on any Document attribute form to specify the date and time a document was issued created or uploaded to the Document Manager 406 Data Element Name uuu_from_date Information Label that will Appear on the Form From Date Available for Forms on Mobile Device Yes What it Does From Date Use this picker to specify the from date for a date range on a Resource type business process form uuu_to_ date Label that will Appear on the Form To Date Available for Forms on Mobile Device Yes What it Does To Date Use this picker to specify the to date for a date range on a Resource type business process form uuu_last_update_date Label that will Appear on the Form Last Update Date Available for Forms on Mobile Device Yes What it Does Last Update Date Use this picker on a
416. ser accepts the task the form becomes an action form where the user can enter or edit information and attach additional documents See also View Form Activity A part of the work or event that must be completed on a schedule Acquisition Cost The purchase price of an asset Acquisition Date The date an asset was purchased or installed This is the date from which the depreciation calculation will begin Actuals The actual hours entered via time sheets and the costs calculated from the hours entered Actual Cost of Work The actual cost incurred for work performed This cost is Performed ACWP usually captured by Payment Applications or invoices It is a key component for determining Earned Value See also Earned Value 425 Unifier Reference Guide Term Administration Mode Definition Administration Mode allows administrators to set up and configure Unifier and Primavera uDesigner functions Administrators There are three types of administrators in Unifier System Administrator or Site Administrator Company Administrator and Project Administrator Although Unifier allows complete flexibility in assigning individual users permission to access Unifier features the administrators typically perform certain administration functions See System Administrator Company Administrator Project Administrator Allocation The process of distributing availabl
417. set of a dynamic data set but not in the value set gt This element is not supported in generic shells as generic shells cannot use WBS codes gt The picker is available for bulk edits and bulk actions 187 Unifier Reference Guide Data Element Information currencyid Data Definition Currency Picker Field Label Transaction Currency on business processes Resource Currency on Resource attribute forms of Characters n a Where to Use it gt Upper form of Cost business processes gt Resource attribute forms Use This Element For Selecting the currency on a Cost type BP or ona Resource attribute form If the user does not choose a currency or if you do not include a currency picker on the form the default is the project currency Unifier populates this picker with the currencies in the database Note Do not use this picker on configurable manager attribute forms currencyrat Data Definition Float e Field Label Rate in Project Currency of Characters n a Where to Use it Upper forms of Cost BPs in standard projects and also WBS and generic shells Can be used for gt Formulas gt Email notifications gt Unifier on mobile gt Data cubes gt Data views Use This Element For Use this element to compute the project currency rate based on the transaction currency and the current exchange rate The resulting field will be read only Unifier uses this exchange rate for computing pr
418. set up on the Company Funding Sheet Project Funding Sheets track how funding is being spent on each project individual transactions are rolled up to the Company Funding Sheet Gate A set of conditions applied to a project phase which when fulfilled moves the project to the next phase Gate Elements The criteria that define what the gate is These are the conditions that a project phase must meet or complete before the project can progress to the next phase 447 Unifier Reference Guide Term Generic Cost Manager Definition Generic cost managers monitor cost related activities for shells in Unifier Unlike the Standard Cost Manager in Unifier the data analyzed by a generic cost manager comes from the cost sheets of shells and sub shells not standard projects Generic cost managers are well suited for projects shells of an ongoing nature such as a building shell where you would typically want to collect and analyze operating and maintenance costs for a specific building over the life of that building To accommodate the on going nature of shells a generic cost manager reflects rolled up quantity amounts as well as currency amounts In addition it uses a Commitments Summary instead of an SOV and employs a different commit coding structure it does not support WBS codes Compare Standard Cost Manager Step An Step is a step that is automatically created under the f
419. sign_etc_q Field Label ETC ty of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Entering additional effort to complete work assigned to a resource The user can define a formula in uDesigner to calculate this value or enter a value uuu_resc_a Data Definition Decimal Amount ssign_per_1 Field Label Resource Percent 1 of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Entering the resource percent value The user can define a formula in uDesigner to calculate the percent value or enter a value uuu_resc_a Data Definition Decimal Amount oo Field Label Progress Quantity of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Entering the progress with respect to effort Quantity The value entered determines the progress of the resource The user can define a formula in uDesigner to calculate the amount or enter an amount 259 Unifier Reference Guide Data Element uuu_resc_a ssign_qty Information Data Definition Decimal Amount Field Label Quantity Qty of Characters n a Where to Use it Resource Assignment Attribute Forms Use This Element For Entering the effort of the resource uuu_resc_a ssign_qty_b l Data Definition Decimal Amount Field Label Baseline Quantity of Characters n a Where to Use it Resource Assignment Attribute Forms Use Thi
420. sistance try this person first Note This information is available only if your company administrator has provided internal support contact information In the Contact tab eLearning section you see the location Access name of the contact Contact and any instructions that you might need in order to access the eLearning materials 474 For More Information Note Your company may elect to provide access to the eLearning suite where you can access interactive Primavera Unifier learning materials Alternatively your company may have its own customized support or training materials that can be accessed on an internal site location If your company administrator provides this contact information it will be listed at the bottom of the window In the Download tab Download section you can see a list of the following application and plug ins available to download with installation instructions gt File Transfer Application gt Unifier UCAD Plug in Each application and plug in has two options gt Download gt Installation instructions Follow the links within each option to proceed Download Plugins Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Download Plugins to open the Support window The Support window has two tabs gt Contact gt Download which opens by default In the Download tab Download section you can see a list of the following applicatio
421. space Description Drop down list for selecting overbooking options for reservable assets The options are gt Even if confirmed booking exists gt Only if tentative booking exists gt No overbooking 76 Data Definitions Data Information Definition SYS P6 Type String Activity Size 50 Constraint Input Method Drop down list Use on The Data Elements DEs must be placed in a Shell Business Process and the Activity Sheet must be located in the same Shell Description To create DEs that map to Activity Constraint fields in P6 The user cannot add new dataset values edit or remove the existing dataset values Category System Dataset Start On Start On or Before Start On or After Finish On Finish On or Before Finish On or After As Late As Possible Mandatory Start Mandatory Finish Default Value None The user has the ability to set default to any value The user cannot add new dataset values edit or remove the existing dataset values v v v v v v v v v 77 Unifier Reference Guide Data Information Definition SYS P6 Type String Indicator Size 50 Input Method Drop down list Use on Description Drop down list for creating DEs that map to P6 fields whose Data Definition Indicator Category System Dataset gt Red gt Yellow gt Green gt Blue Default Value None The user has the ability to set default to any value The user cannot add new
422. ss by name This setting Allows users to Create Create records for this class Modify Modify records for this class 312 Permission Settings This setting Allows users to View View records for this class Allow Bulk Edits Update a group of records with the same edits Allow Quick Calendar Entry Enter a reservation directly on the calendar for a record Note If the class or business process has not been calendar enabled in uDesigner this permission will not appear on the list Cost Manager Cash Flow This setting Allows users to Create Create cash flow sheets Modify Modify the rows columns and properties of a cash flow sheet View View cash flow sheets and curves only Cost Manager Commitment Summaries This setting Allows users to Edit Structure gt Create a summary structure from a template gt Edit structure columns gt Add rows to the summary View View the summaries created from commits where you are the owner Full Access Select one or more records to give permissions to other users and groups 313 Unifier Reference Guide Cost Manager Cost Sheet This setting Create Allows users to gt Create a Project Cost Sheet gt Modify column properties Note Granting this Cost Sheet Create permission will override any Cost Sheet column restrictions selected in User Mode Modify gt Modify row pr
423. ssions on individual folders or files gt Lock unlock first level folders Create Create folders under the root Project Documents folder and modify folders created as subfolders to the root Subfolder permissions are managed locally in the Document Manager Organize gt Modify the properties and position of folders under the root gt Organize all folders in a project regardless of folder level permissions using the Organize Folders function 316 Permission Settings This setting Allows users to View View the Document Manager and Project Documents nodes required as the minimum user permission before any permission access in User mode to files or folders can be given Note This permission setting only grants the user the ability to view the Project Documents node at all The user must also be granted permission at the folder or document level in User mode in order to view specific folders or documents Allow Quick Calendar Entry Enter a reservation directly on the calendar for a Document Manager record Note If the business process has not been calendar enabled in uDesigner this permission will not appear on the list Documents Unpublished Documents This setting Allows users to Publish Publish or move documents from the Unpublished Documents into Project Documents Download Download an unpublished document Open Open an unpublished document
424. st Sheet This element is based on the WBS Picker data definition The picker will show only active WBS codes If the element was designed in uDesigner or system defined in Unifier Unifier determines how to display WBS codes based on Cost Sheet properties and the Cost Attribute form uuu_cost_c ost_type Data Definition SYS Cost Type Field Label Cost type of Characters 32 Where to Use it Cost Attribute forms Use This Element For Entering a cost code type expense capital 210 Data Elements Data Element uuu_cost_c ostattribute Information Data Definition Cost Attribute forms Field Label Cost Attribute of Characters 32 Where to Use it Cost Attribute forms Note Do not use this picker on configurable manager attribute forms Use This Element For Entering cost attribute information The data set for this element comes from the Cost Attribute data definition defined in Unifier uuu_cost_d Data Definition SYS Description Text 500 escription Field Label Description of Characters 500 Where to Use it Cost Attribute forms Use This Element For 500 uuu_cost_e Data Definition Short Description Text xternal_refi Field Label External Ref ID i of Characters 120 Where to Use it Cost Attribute forms Use This Element For Entering an external reference number for a WBS code uuu_cost_it Data Definition SYS Short Description Text 120 em Field Label WBS Item
425. st include all 3 of these elements on the form for the baseline function to work correctly As the designer you can assign a name to the baseline for example Baseline Electrical 220 Data Elements Data Element Information uuu_fixed_c Data Definition Currency Amount ost Field Label Fixed Cost of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering the fixed cost of an activity The value in this data element will be rolled up to the cost sheet if that activity is associated with a WBS code uuu_flag_c Data Definition SYS Check Box omplete Field Label Mark Activity as Complete of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Specifying that a scheduled activity is complete uuu_flag_m Data Definition SYS Check Box ilestone Field Label Show as Milestone of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Specifying that a scheduled activity is a milestone uuu_float Data Definition Decimal Amount Field Label Float of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Viewing the float slack value for each activity This is calculated as a result of the critical path calculation uuu_from_d Dat
426. ster All Allows users to Administer all the projects currently in Unifier Create Projects Create company sponsored projects Modify Status Change the project status Active Inactive On hold Modify Properties Change the project name number address project image member companies links progress etc 297 Unifier Reference Guide Company Sponsored Shells Shells by type This setting Allows users to Create Create instances of this shell type Modify Status Change the status of the shell instance Active Inactive On hold Modify Properties Change the name number address image links etc of the instance Configure Dashboard Configure the dashboard for the instance Allow Bulk Edit Update a group of shell records with the same edits Permissions for Shells Projects Standard Member Companies This setting Allows users to Add Add member companies to a project View View member companies Access Control This setting Allows users to Modify Change access control and permissions for users and groups View View access control and permissions User Administration Users This setting Add Users Allows users to Add project users 298 Permission Settings This setting Modify Status Allows users to Modify user statuses Active Inactive On hold Modify Pe
427. ster schedule sheet Unifier populates this picker with the activity records that were created with the Activity attribute form Note This picker on any other form will produce an error 400 Pickers Asset Picker Data Element Name Information uuu_asset_picker Label that will Appear on the Form Asset Picker Available for Forms on Mobile Device Yes What it Does Use this picker to select an asset for a project The assets listed for the user s choice are based on user permissions and will be filtered to include only those assets that are at specific statuses Asset pickers can be placed on company level business processes only Unifier populates this picker with the asset records that were created with the Asset attribute form Note Do not use this picker on configurable manager attribute forms BP Picker Links one business process to another for example an invoice BP to a purchase order BP BP pickers are populated by a link you must create to a specific reference process In addition to the pickers listed here you can create your own BP pickers using the BP Picker data definition Note Do not use these pickers on configurable manager attribute forms Unifier comes with several BP pickers Data Element Name Information ref_bpo Label that will Appear on the Form Reference BPO Available for Forms on Mobile Device Yes What it Does Reference BPO Blank Purchase Order
428. t For example a lease has a monthly rent of 3000 If the user chooses this option for 15 days of a 30 day month the rent will be 1479 45 36 000 365 x 15 1479 45 360 Days Year Yearly rent divided by of days daily rent For example a lease has a monthly rent of 3000 If the user chooses this option for 15 days of a 30 day month the rent will be 1500 36 000 360 x 15 1500 Days Month Monthly rent divided by of days per month daily rent For example a lease has a monthly rent of 3000 If the user chooses this option for 15 days of a 30 day month the rent will be 1500 3000 360 x 15 1500 Note In all options Unifier counts the days starting with and including the start date so January 15 to January 31 is 17 days not 16 235 Unifier Reference Guide Data Element Information uuu_lse_sl_ Data Definition Currency Amount adjustment Field Label Straight Line Rent Amount Adjustment of Characters n a Where to Use it Upper form of a Lease BP Use This Element For Specifying a currency amount adjustment to the lease that is added or subtracted from the lease amount You can use negative amounts in the calculation When Unifier calculates the payment schedule for straight line rent it will use this amount adjustment plus or minus to calculate the amount of the lease along with the currency amount on the lease line item This field does not change the amount on the line
429. t o Field Label Current Period Depreciation of Characters 50 Where to Use it Asset classes Use This Element For Current Period Depreciation 201 Unifier Reference Guide Data Element Information uuu_asset_ Data Definition Decimal Amount depreciatio Field Label Depreciation Period h ped of Characters n a Where to Use it Asset classes Use This Element For Entering the number of years the asset should be depreciated This value can only be expressed in years up to 50 uuu_asset_ Data Definition SYS Short Description Text 120 name Field Label Asset Name of Characters 120 Where to Use it Asset classes Use This Element For Entering a name for an asset uuu_asset_ Data Definition SYS Short Description Text 250 navigation_ Field Label Asset Navigation Code code of Characters 250 Where to Use it Detail form of an Asset class Use This Element For Entering an asset navigation code This data element can be built using one or more segments by using a string formula designed in uDesigner Each segment can be a data element that is placed on detail form of an Asset class Data elements that form the asset navigation code segments are not required and can be empty at runtime in Unifier uuu_asset_ Data Definition Currency Amount net_book_v Field Label Net Book Value auc of Characters 250 Where to Use it Asset classes Use This Element For Net Book Value uuu_asset_
430. t For Specifying the frequency with which the lease should be paid one time payment 3 months 6 months 9 months or 12 months Used in conjunction with the lease start and end dates the payment will be automatically prorated on days per month except for one time payments The calculated daily rates are based on 3 months 90 days 6 months 180 days 9 months 270 days 12 months 360 days 134 Data Elements Data Element Information uuu_lse_pay Data Definition Currency Amount _amount Field Label Payment Amount of Characters n a Where to Use it Lease BPs Use This Element For Displaying the payment amount requested This is a read only element Unifier uses the values of these elements gt uuu_lIse_start_date uuu_lIse_end_date uuu_lIse_frequency uuu_lse_proration_method uuu_lse_add_pay_amt uuu_lIse_esc_method uuu_lse_esc_freq_len uuu_lse_esc_freq_type v v v v v v v uuu_lse_pay Data Definition Date Only Picker _creation_d Field Label Payment Creation Date ale of Characters n a Where to Use it Must be included on the standard detail form of Lease BPs Use This Element For Displaying the payment creation date This is a read only field that is auto populated Unifier uses the value of the uuu_lse_pay_creat_lead_time element to calculate the value for this field uuu_lse_pay Data Definition Drop down list _creat_lead_ Field Label Payment Creation Lead T
431. t Records Funded at WBS level WBS Funding Shell Funding Summary in Base Currency Project Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Project Level Records Funded at WBS Level WBS Funding 379 Unifier Reference Guide Use this Data Source To get these details Additional details Shell Project Schedule Finish Date Start Date Summary Shell Projects Std Custom Project Type NA Shell WBS Cost Summary AFC Labor Costs in Base Currency Assigned Budget Non Labor Costs Shell WBS Cost Summary Company Budget Prior Forecasts in Default Currency Remaining Balance Company Budget Variance Company Commits Company Costs Company Forecasts Company Forecasts Variance Company Forecasts Unaccepted Company Manual Funding by WBS Company Revised Budget Company Spends Company WBS Funding Fixed Costs Funded Records Project Budget Remaining Balance Project Budget Variance Project Commits Project Costs Project Forecasts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Shell Information Use this Data Source Shell Information To get these details Base Currency Base Currency Label Company Company name Default Currency Default Currency Labe
432. t Transactions MC X xX WBS Data View X x x X x Document Manager x X x X X Document X Manager Company Funding x x x x Gates X x x x Partner User Information x Program Cash flow X Program Cost x 322 Extracting Data for User Defined Reports Program Schedule xX Resource Booking X x Resource Manager All xX Actuals Resource x X xX Manager Allocated Roles Resource x X X Manager Booked Resources Resource Manager Project x x X Actuals Resource Manager x Resources Company Resource Manager Roles x Resource Manager Sheets x x x Schedule of Values x X x xX X Shell or Project Cash Flow x x x x Shell or Project Cash Flow x X x Summary Snapshot Shell or Project Cost x X x x Shell or Project Groups x x x X Shell or Project Information x xX xX Shell or Project Users x x x Workflow Information x xX x xX x Asset class name X Business process name x X x Planning type name X The following table lists the standard data types data sources and data elements you can use to extract the data you want for a user defined report Note This table notes the standard data sources and data elements that Oracle Primavera ships with Primavera Unifier It does not include business processes asset classes shell types configurable managers etc that were designed specifically for your company Wha
433. t into columns ona schedule sheet Fields using this definition create the columns on schedule sheets Shell Manager Use the following data definitions for designing the forms for the Shell Manager 44 Data Definitions Data Information Definition Auto update Type String Status Size 100 Setup Picker Input Method Drop down list Use on gt Shell attribute forms gt Project details Description Drop down list for selecting Auto update Status Setups which are defined in Unifier under the Company Workspace This definition supports the automatic update of shell status in Unifier Date Picker Type Integer Size 0 Input Method Picker Use on gt Upper or detail forms of any business process Data pickers are not available gt For linked elements gt As a master element in a dynamic data set gt As a value for a dynamic data set gt Validation rules Description Picker for selecting a record gt From a master business process log gt For BP auto creation across shells You can create any number of data elements from this definition Data pickers help prevent users from inadvertently choosing the wrong record from a picker list by filtering the content of the picker list You can use them to filter large amounts of records into more manageable lists for users to choose from In operation a data picker navigates to a specific business shell and extracts records to display on
434. t you can extract from them for reports depends on their designs 323 Unifier Reference Guide Accounts Sheet Use this Data Source To get these details Additional details Accounts Sheet Account Code Account Name Assets Company Company Contact Contact Email Company Creation Date Help URL Company Description Instructions Company Name Label Company Short Name Registry Company URL Share with Wire URL eLearning Company Accounts Sheet Company account codes Projects Resource Actuals Company Company Accounts Summary in Base Currency Account Codes Assets Projects Resource Actuals Company Company Funding Summary in Base Currency Commitment Funding Company Funds Company Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project level Records Funded at WBS level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level WBS Funding 324 Extracting Data for User Defined Reports Active Task Information Use this Data Source Active Task Information To get these details Business Process Name Record Number Record Title Record Type Sent for Sent From Setup Description Additional details Setup Name Task Due Date Task Start Date Task Status Workflow Due Date Workflow Start
435. tarted uuu_duratio Data Definition Decimal Amount n Field Label Duration of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering an activity s duration 161 Unifier Reference Guide Data Element uuu_duratio n_baseline Information Data Definition Decimal Amount Field Label Baseline Duration of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets Use This Element For Displaying the baseline duration of a project on the schedule sheet This element produces an automatic formula of duration finish start This is one element of a set that includes uuu_start_baseline and uuu_finish_baseline You must include all 3 of these elements on the form for the baseline function to work correctly As the designer you can assign a name to the baseline for example Baseline Electrical uuu_duratio n_baseline 1 10 Data Definition Decimal Amount Field Label Baseline Duration of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Displaying the baseline duration of a project phase on a schedule sheet This element produces an automatic formula of gt duration finish start This is one element of a set that includes uuu_start_baseline 1 10 and uuu_finish_baseline
436. te the override value will become the currency exchange rate and will be copied to the existing currency exchange rate fields on the form Because the exchange rate must be overridden on the Creation step only this element cannot be auto populated For integration you can specify a direction of Input Output or Both These directions will be used only when the business process is created otherwise they will be ignored uuu_before_ Data Definition SYS_ Before After after Field Label Before After of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Selecting when a BP should be auto created relative to the event before or after This element works in conjunction with these elements to specify the days hours minutes before or after the event gt uuu_rsv_trigger_date gt uuu_rsv_trigger_days gt uuu_rsv_trigger_hrs gt uuuU_rsv_trigger_min Note Unifier will automatically add these elements to the design if it was omitted on the Reservation form 105 Unifier Reference Guide Data Element Information uuu_calend Data Definition SYS Short Description Text 250 ar_item_na_ Field Label Reservation Name ms of Characters 250 Where to Use it Upper form of a Reservation BP Use This Element For Entering the name of the reservation ona Reservation type BP uuu_cancell Data Definition SYS Description Text 500 ati
437. tem sub type with a Shell and Sub Shell classification in which case it should not be included on the detail form Use This Element For Specifying the parent location under which a new shell is to be auto created You must include this element if you use the uuu_shell_creator element although it does not need to be on the same form UDR reports containing this data element will show the entire path of the location 268 Data Elements Data Element Information uuu_shell_s Data Definition Integer tatus Field Label Status of Characters n a Where to Use it gt Shell detail form gt Upper or detail form of a Shell Project Creation BP Use This Element For Specifying a shell project status Valid statuses are gt Active gt View Only gt Inactive gt On Hold uuu_shell_t Data Definition Shell Template Picker emplate_pic Field Label Shell Templates ker of Characters n a Where to Use it Upper or detail form of a Project Shell Creation BP Use This Element For Choosing a template for an auto created shell You must include this element if you use the uuu_shell_creator element although it does not need to be on the same form uuu_sovlin Data Definition Commit Line Item Picker um Field Label Reference of Characters n a Where to Use it Detail form of Commit at Company Level type Change Commit business processes with SOV type individual line items Note Do not use this pick
438. tems with the same data values uuu_rec_fre Data Definition Integer Amount quency Field Label Frequency of Characters n a Where to Use it This DE is mainly used in PM Book s Time detail form PM Book template s Time detail form PM Book s Meter Detail form of subtype Continuous Use This Element For Usage for this DE varies based on where its placed gt When used in Meter Continuous Detail form it captures the meter reading frequency at which the new record should be generated gt When used in Time Detail form it captures the time frequency at which the new record should be generated uuu_rec_fre Data Definition SYS Frequency Unit quency_uni Field Label Frequency Unit l of Characters n a Where to Use it This DE is mainly used in PM Book s Time detail form and in PM Book template s Time detail form Use This Element For Time frequency unit of a recurrence It captures whether the frequency is in multiples of days weeks months or years uuu_rec_ga Data Definition Decimal precision of 2 can be GT or LT zero uge_gt Field Label Greater Than of Characters n a Where to Use it PM Book s Meter detail form of subtype Gauge and in PM Book Template s Meter detail form of subtype Gauge Use This Element For Triggering a new record if the Meter reading is greater than the given value as a part of formula source or in Validation rule and as a part of Dynamic Data Sets DDSes 252 Data Elements
439. tentative booking exists gt No overbooking SYS Yes No Type String Size 0 Input Method Drop down list Use on Detail attribute form for a configurable manager Description Use this data definition to create any number of data elements that need a yes or no response User Data Type Integer Picker Size 0 Input Method Picker Use on gt Both upper and detail forms of business processes at the company and project shell level including all non standard tabs gt Code and record based configurable manager attribute forms Description Picker for selecting a user and connecting to the user s attribute form Works with the User Attribute form to auto populate and reverse auto populate other forms Differs from the User Picker because it can itself be auto populated and reverse auto populated This data picker does not use an advanced log navigation Instead the log for this user data picker uses the partner log designed in uDesigner This picker will show all company and partner users based on the conditions defined by the Unifier Administrator when the business process configurable manager space or shell is configured User data pickers can be updated via bulk edit and integration You can create any number of data definitions and data elements fields using this definition Note Data elements created with this data definition cannot be auto populated via Web Services or CSV files 13
440. the actual units consumed by the asset for that meter including rollover meter replacement due to broken defective meters uuu_meter_ init_rdng Data Definition Decimal Amount Field Label Initial Reading of Characters n a Where to Use it Meter Reading Detail form Use This Element For Capturing the initial meter reading if the meter readin is of type New Meter uuu_meter_ latest_rdng Data Definition Decimal Amount Field Label Latest Reading of Characters n a Where to Use it Meter Reading Upper Form Use This Element For Capturing the latest reading from all the readings captured within the meter record Latest reading value is figured out by sorting the readings based on their effective date value 238 Data Elements Data Element Information uuu_meter_ Data Definition Decimal Amount reading Field Label Meter Reading of Characters n a Where to Use it Capturing the reading on the meter record Use This Element For Capturing the reading on the meter record uuu_meter_ Data Definition SYS Reading Type rdng_type Field Label Reading Type of Characters n a Where to Use it Meter Reading Detail form Use This Element For Capturing if the entered meter reading is a regular reading a rollover reading or a New Meter reading uuu_meter_ Data Definition Decimal Amount rollover_pt Field Label Rollover Point of Characters n a Where to Use
441. the business process log or the Help menu Note For the full list of system requirements supported software and versions see the Tested Configurations document under Installation and Configuration Documentation in the Primavera Unifier Online Documentation Library Documentation Complete documentation libraries for Primavera Unifier releases are available on the Oracle Technology Network OTN at http www oracle com technetwork documentation default 1870233 html From this location you can either view libraries online or download them to have local copies We recommend viewing them from OTN to ensure you always access the latest versions including critical corrections and enhancements Primavera Unifier is configured to access its help system directly on OTN However a downloadable version of the help system is also available on OTN if you need to download deploy and access a local copy The documentation assumes a standard setup of the product with full access rights to all features and functions The following table describes the core documents available for Primavera Unifier Supplementary Documentation Title Description What s New Contains key enhancements in the current release of Primavera Unifier All users should read this guide Cumulative Features Overview Tool Provides an overview of features and enhancements included in Oracle Primavera products It is intended solely to help you assess the
442. the date and time on which the record was last updated Updates can include changes that occur due to auto population integration or any other change to the business process including adding or removing attachments and general comments This data element is populated using the system date We especially recommend placing this field gt On the upper form and log of business processes that are enabled for the Self Service Portal gt On the shell attribute form to track changes to the shell 128 Data Elements Data Element Information uuu_Shell_s Data Definition Radio Button Integer tatus Field Label Status of Characters n a Where to Use it Detail form for a shell Use This Element For Selecting the status of a shell at runtime in Unifier Valid values are Inactive 0 Active 1 On Hold 2 uuu_sovref_ Data Definition Integer Amount num Field Label SOV Reference Number of Characters n a Where to Use it Detail form of Payment Application or General Spends business processes Use This Element For Preserving the SOV reference number order for line items to ensure the correct payment of lines by third party payment application Using this data element ensures that the SOV line items match those in the external payment application For example line items reference numbers can become mismatched if a line is deleted in Unifier but not deleted in the third party payment application Use of this
443. the picker list by using a query the Unifier administrator sets up A data picker can be designed to display a navigation structure to guide Unifier users to the correct location where a record resides You can auto populate and reverse auto populate data pickers You can also create a hyperlink for a data picker The hyperlink will be read only and will appear as a blank field if the picker has no values Note The data displayed on data pickers is not restricted by permissions Users will see all business processes manager classes or shells regardless of their permissions 45 Unifier Reference Guide Data Information Definition Project Type String Phase Size 64 Input Method Drop down list Use on gt Upper or detail forms of project shell level BPs gt Project Shell Creation BP Description You can create any number of data elements fields using this definition Fields using this definition can be used to enter the name of the project phase The data set for this field will be specified in Unifier and will be available under the project shell as a project phase field when users are defining a project in Unifier or when a project is auto created in Unifier using the Project Shell Creation BP SYS Shell Type String Number Size 50 Input Method Text box Use on gt Shell attribute forms gt Project Shell Creation BP Description You can create any number of data elements fields using this de
444. time called a term and for a specified consideration such as rent Level A level is the platform on which spaces reside in the Space Manager A level could be Floor 10 or Parking Garage or Basement See also Space Line Item BP A business process that may be used for any generic data The line item format is similar to cost BPs but without currency restrictions 449 Unifier Reference Guide Term Linked Records Definition This is a field that appears as a link at the bottom of a BP record and allows users to dynamically attach read only copies of supporting BP records to the BP Linked records can be opened and reviewed from within the BP to which they are attached Linked Schedule Sheets Project or shell schedule sheets that are dynamically linked to a schedule sheet template Linked project or shell schedule sheets can be updated with changes from the schedule sheet template as needed Log Every business process manager and shell in Unifier includes a log These logs list gt For business processes All the records that were created whenever a business process completed its cycle through a workflow The logs contain one record for each cycle of the workflow Each record contains all the information that was generated during the cycle including the forms documents comments and other data that was collected in Unifier during the BP s
445. tion uuu_rec_as set_bp Data Definition BP Field Label Asset of Characters n a Where to Use it Detail form of Asset business processes Use This Element For Selecting Asset Business Process record uuu_rec_as set_bp Data Definition BP Picker Field Label Asset of Characters n a Where to Use it PM Book Upper form PM Book Template Upper form Meter Reading Upper form Use This Element For Selecting Asset Business Process uuu_rec_as t_meter_li Data Definition BP Line Item Picker Field Label Asset Meter LI Ref of Characters n a Where to Use it gt PM Book Meter Detail form gt Itis also required in PM Book Template s Meter Detail form and in Meter Reading Upper form Use This Element For Picking line items from Meters detail tab of the Asset in the PM Book uuu_rec_ctr _adjustmen t Data Definition Integer Amount Field Label Counter Adjustment of Characters n a Where to Use it PM Book Meter Detail form of subtype Continuous Use This Element For Meter floating schedules that are continuous 251 Unifier Reference Guide Data Element Information uuu_rec_fa Data Definition SYS Family Identifier mily_identifi Field Label Family Identifier i of Characters n a Where to Use it gt PM Book Meter detail form of subtype Continuous gt PM Book template Meter detail form of subtype Continuous Use This Element For Grouping line i
446. tion Access Data Structure Setup node Escalation A clause in a lease which provides for the rent to be increased to reflect changes in expenses paid by the landlord such as real estate taxes operating costs etc This may be accomplished by several means such as fixed periodic increases increases tied to the Consumer Price Index or adjustments based on changes in expenses paid by the landlord in relation to a dollar or base year reference Estimate at Completion EAC The final cost of any other key quantity for example hours feet of material or other quantity based on provided estimates Estimate to Complete ETC An estimate of cost or any other key quantity that a project can still incur based on estimates and the actual cost incurred so far by the project Exchange Rate The price of currency of one country expressed in units of another currency In Unifier the exchange rate is used when converting transactions made in currencies other than the base currency Exchange Rate Set Consists of all of the currencies and exchange rates currently available for transactions When your company is first set up by the site administrator the set contains only your company s base currency Any time you add additional currencies or modify exchange rates a new set is created and replaces the last one Extrapolate When users create a cash flow curve they have the option of extrapolating the
447. tion Picker for selecting company level account codes This definition creates a system defined picker Unifier populates this picker with the account codes from the company level account sheet which were created with the Account Code attribute form Asset Picker Type Integer Size 0 Input Method Picker Use on Upper or detail forms of company level Cost BPs of sub type Line Items with Asset Code including forms for mobile devices Description Picker for selecting an asset for a project from the asset sheet This definition is fixed and cannot be used to create any other data element Unifier populates this picker with the asset records that were created with the Asset attribute form Cost Code __ Type String Separator Size 1 Input Method Text box Use on Used in Unifier when defining WBS codes in the Cost Manager Description Separator used between segments of a WBS code Values for this separator are specified in Unifier Only one value can be set per company Funding Type String Category Size 100 Input Method Drop down list Use on Detail forms of Cost business processes Description You can create any number of data elements fields using this definition Fields using this definition are usually used for defining funds The data set for this definition will be specified in Unifier 15 Unifier Reference Guide Data Information Definition SYS Before Type String Aft
448. tivity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Actual Start data from P6 uuu_P6Actu Data Definition Date Picker alFinish Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Actual Finish data from P6 242 Data Elements Data Element Information uuu_P6Star Data Definition Date Picker t Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Start data from P6 uuu_P6Fini Data Definition Date Picker sh Field Label Is picked from the specifications of Characters Is picked from the specifications DD of the field Where to Use it Activity attribute form Similar to other regular Data Element of its Data Definition it can be placed in any form Use This Element For Capturing Finish data from P6 uuu_P6Rem Data Definition Date Picker ainingEarly Field Label Is picked from the specifications ota of Characters Is picked from the specificat
449. tra column in the log You must use a string formula to create this field and the formula must have a least 2 segments to create the tree hierarchy Each segment must be a data element that is placed on the detail form of an Asset class Data elements that form the asset navigation code segments are not required and can be empty at runtime in Unifier 89 Unifier Reference Guide Data Element Information uuu_asset_ Data Definition Currency Amount net_book_v Field Label Net Book Value ane of Characters Where to Use it Asset classes Use This Element For Viewing the asset s net book value as calculated by Unifier uuu_asset_s Data Definition Currency Amount alvage_valu Field Label Asset Salvage Value j of Characters 50 Where to Use it Asset classes Use This Element For Entering the salvage value of an asset This will be used to calculate depreciation uuu_rsv_res Data Definition SYS_Yes_No ervable Field Label Allow Reservation of Characters n a Where to Use it Asset classes Use This Element For Specifying that the asset can be reserved for use uuu_rsv_ov Data Definition SYS_Overbooking_Options erbook Field Label Allow Overbooking of Characters n a Where to Use it Asset classes Use This Element For Specifying that the asset can be overbooked on reservation There are three overbooking options gt Even if confirmed booking exists gt Only if tentative book
450. ts Project Forecasts Variance Project Forecasts Unaccepted Project Manual Funding by WBS Project Revised Budget Project Spends Project WBS Funding Resource Actuals Unfunded Records Yet To Buy Asset Summary Sheet Company level Use this Data Source Asset Attribute To get these details Asset Prefix Additional details Asset Class CashFlow Project Shell Use this Data Source Project Cash Flow To get these details Base Commit Record Business Process Description Detail Level Name Additional details Reference Elements Reference Elements No Rollup Status Time Scale By Time Scale Format 327 Unifier Reference Guide Use this Data Source To get these details Additional details Curves Curve Name Number Curve Type Profile Datapoint Date To Date Datapoint Value in Project Total in Project Currency Currency Total in Transaction Datapoint Value in Currency Transaction Unassigned in Project Currency Currency Description Unassigner in Transaction From Date Currency Line Number WBS Code Name Shell Administrator Project Std Design Construction Type Complete Creation Date Project Std Notes Description Project Std Planned Location sean et ad r vi pame Balen Dare i Numar Project Std Site Olganlizalion Calegeny Project Std Schedule Phase Status Status Project Std Setup Date Project Std Construction Project Std
451. ts to the BP without accepting the task Note Use this permission selectively This permission is best for someone such as a project manager who may need to comment on BP steps that s he is not normally a participant in but who has view permissions for 306 Reports User Defined Permission Settings This setting Access All Projects Allows users to Add all projects to user defined reports Create Create company level user defined reports Full Access Access all UDRs created for the project regardless of owner User can edit change permissions or delete reports User Mode Program Level Summary Standard View This setting View Allows users to View the Program Summary Cost Manager Cash Flow This setting Allows users to Create Create Program Cash Flow Sheets Modify Modify cash flow sheet rows columns and properties View View cash flow sheets and curves only Cost Sheet This setting Allows users to Create Create a Program Cost Sheet Modify Modify cost sheet rows columns and properties Note Cost Sheet column modify restrictions in User Mode will override modify permissions 307 Unifier Reference Guide This setting View Allows users to View Cost Sheet only Note Cost Sheet column view restrictions in User Mode will override view permissions Schedule Manager Schedul
452. tuses are created in uDesigner and accompany the business process when it is imported into Unifier Straight Line A method of dividing lease payments over a specific period of time Straight line method assumes that incoming cash flow is in the form of fixed lease payments over the term of the lease These payments are totaled and divided by the lease term to arrive at the monthly income or expense This results in an equal impact on the income statement in each reporting period irrespective of the fact that cash flows differ 461 Unifier Reference Guide Term String Formula Definition A composite field that combines multiple data elements normally used for building fund code segments String formulas involve combining values from text box data elements and specifying a string type pulldown for example designing a field called Project Identifier using a formula that includes Project Record No and location String formulas can be defined only for text box and text area data elements Summary Line Items Cost type and line item type BPs support summary line items which group multiple line items together Only the summary will appear on the BP form The individual line items appear on the line item window the detail form and can be rolled up to other elements such as the cost sheet as needed System Administrator System Administrators or Site Administrators are responsible for the
453. ty Properties window for a schedule sheet See also Role Resource Allocation The process of distributing available resources by role to a project Resource allocation places constraints on how much resource capacity an individual project can utilize Resource allocation is accomplished through the booking process See also Booking Process Resource Daily Capacity The total capacity of the resource per day The resource RDC daily capacity for a given time period equals the RDC times the number of working days in the period 455 Unifier Reference Guide Term Resource Manager Definition The Resource Manager is where Unifier users can set up and manage a company s personnel resources These resources are always maintained at the company level to be distributed among the company s projects The Resource Manager classifies job functions into roles that can then be allocated to projects These roles are used to define billable rates which are used in budgeting and can also be used in planning for resource demands across projects Roles are associated with personnel resources the people who can perform these roles in a project The Resource Manager is where users assign personnel to roles and projects The Resource Manager manages time sheets and also hard and soft resource bookings using a calendar that shows what projects a resource has been booked for as well as the resource s
454. u_shell_creator element This element will create a project even if the field is hidden uuu_project _start_date Data Definition Date Only Picker Field Label Project Start Date of Characters n a Where to Use it Shell attribute form Use This Element For Specifying the project start date This data element interacts with schedule sheet properties in that if this data element is added to the shell attribute form the Manual and Shell Attribute radio buttons are active for the master schedule sheet in the Schedule Manager for the WBS shell provided no activity has started on the sheet These buttons allow users to specify whether the Schedule Start Date should be set manually or automatically populate from the Project Start Date on the shell attribute form For non master schedule sheets the choice is always Manual and Shell Attribute is not selectable If the user selects the Manual radio button a Schedule Start Date can be selected If the user selects Shell Attribute radio button the Schedule Start Date automatically populates from the Project Start Date specified on the General tab of the shell properties 178 Data Elements Data Element Information uuu_record_ Data Definition Date Picker last_update Field Label Record Last Update Date anig of Characters n a Where to Use it gt Shell attribute form gt Shell log Use This Element For Specifying the date and time on which the
455. uction environment All Resource Manager This setting Allows users to Full Access Create modify and delete any Resource Manager design regardless of ownership Design Create modify and delete their own Resource Manager design View View the Resource Manager design Deploy Deploy the Resource Manager to the staging or production environment All Schedule Manager This setting Allows users to Full Access Create modify and delete any Schedule Manager design regardless of ownership Design Create modify and delete their own Schedule Manager design View View the Schedule Manager design Deploy Deploy the Schedule Manager to the staging or production environment All Space Manager This setting Allows users to Full Access Create modify and deploy the Space Manager design Design Create and modify the Space Manager design View View the Space Manager design 282 Permission Settings This setting Deploy Allows users to Deploy the Space Manager to the staging or production environment All Shell Manager This setting Allows users to Full Access Create modify and delete any Shell Manager design regardless of ownership Design Create modify and delete their own Shell Manager design View View the Shell Manager design Deploy Deploy the Shell Manager to the staging or production enviro
456. ude all 3 of these elements on the form for the baseline function to work correctly uuu_start_b Data Definition Date Picker aseline Field Label Baseline Start of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets Use This Element For Displaying the baseline start date of a project on a schedule sheet This is one element of a set that includes uuu_finish_baseline and uuu_duration_baseline You must include all 3 of these elements on the form for the baseline function to work correctly uuu_start_b Data Definition Date Picker aseline 1 1 Field Label Baseline 1 10 Start 0 of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Displaying the baseline start date of a project on a schedule sheet This is one element of a set that includes uuu_start_baseline uuu_duration_baseline and uuu_total_cost_baseline You must include all of these elements on the form for the baseline function to work correctly 271 Unifier Reference Guide Data Element uuu_tag Information Data Definition Schedule Default Tag Field Label Tag of Characters 20 Where to Use it Use This Element For Connecting schedule sheet activities with business processes shells spaces in the Space Manager and configurable manager objects When this element is connecte
457. und Picker Field Label Funding Source of Characters n a Where to Use it Detail form of cost type business processes of sub type gt Line Items with Fund Code gt Line Items with Both WBS and Fund Codes Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a fund code The element shows active company level fund codes If a Fund Attribute form has not been created in Primavera uDesigner Unifier will define the layout of the data element If you create a Fund Attribute form you can configure your own layout based on the attributes added to the form 103 Unifier Reference Guide Data Element scheduled_v alue Information Data Definition Currency Amount Field Label Scheduled Value of Characters 50 Where to Use it Detail form of Commit at Company Level type Payment Application business processes Use This Element For Viewing the sum total of the contract Base Commit Change Commits against a line item This is a system defined element usd_currenc yrate Data Definition Float Field Label Rate in Base Currency of Characters n a Where to Use it Upper forms of Cost BPs in standard projects and also WBS and generic shells Can be used for gt Formulas gt Email notifications gt Unifier on mobile gt Data cubes gt Data views Use This Element For Displaying the converted currency rate as a read only field Unifi
458. unit_c ost_contrac t Information Data Definition SYS Check Box Field Label Unit Cost Contract of Characters n a Where to Use it Detail form of Commit at Company Level type Base Commit business processes with Payment Application SOVs and SOV line items of Individual Commit Line Items type Use This Element For Specifying whether or not Unifier should freeze and copy unit price information onto a change commit or payment application This check box works in conjunction with the uuu_unit_price and uuu_quantity data elements uuu_unit_pr ice Data Definition Currency Amount Field Label Item Unit Cost of Characters 50 Where to Use it Detail form of Commit at Company Level type Base Commit or Payment Applications business processes with Payment Applications SOVs Use This Element For Enter the unit cost of a line item This data element works in conjunction with the uuu_unit_cost_contract and uuu_quantity data elements uuu_user_a ddress Data Definition SYS Medium Name Field Label Address Line 1 of Characters n a Where to Use it Resource Attribute form Use This Element For Entering the street address of a user or resource uuu_user_c Data Definition SYS Medium Name ity Field Label City of Characters Where to Use it Resource Attribute form Use This Element For Entering the city of a user or resource uuu_user_c Data Definition SYS Medium Name ompany Field Label Compa
459. untime in Unifier The element shows a list of active account codes from a company level accounting sheet 107 Unifier Reference Guide Data Element uuu_cost_c ode Information Data Definition WBS Code Picker Field Label WBS Code of Characters 32 Where to Use it Cost Manager attribute form Use This Element For Selecting a WBS code that has been defined on a Project Cost Sheet This element is based on the WBS Picker data definition The picker will show only active WBS codes If the element was designed in uDesigner or system defined in Unifier Unifier determines how to display WBS codes based on Cost Sheet properties and the Cost Attribute form uuu_effectiv e date Data Definition Date Picker Field Label Effective Date of Characters n a Where to Use it Detail form of cost type business processes Use This Element For Selecting an effective date for a line item ona cost BP This element is useful when the user wants to generate a cash flow curve based on the business process record and line items The line items and the costs associated with them will be placed in the appropriate time period based on the date picked with this element uuu_from_d ate Data Definition Date Picker Field Label From Date of Characters n a Where to Use it Upper form of a Reservation BP Use This Element For Entering the time frame for a reserved object 108 Data Elements
460. ure the placement of the navigation tabs All Planning Manager This setting Configure Allows users to Configure the Planning Manager for operation in Unifier All Portfolio Manager This setting Configure Allows users to Configure the Portfolio Manager for operation in Unifier All Resource Manager This setting Configure Allows users to Configure the Resource Manager for operation in Unifier All Shell Manager This setting Configure Allows users to Configure the Shell Manager for operation in Unifier All Space Manager This setting Configure Allows users to Configure the Space Manager for operation in Unifier 288 All Use Mode Navigator Permission Settings This setting Configure Allows users to Configure the User Mode Navigator Standards and Libraries Exchange Rates This setting Allows users to Create Create a new exchange rate sets Modify Change the rate of a currency on an existing exchange rate set View View exchange rate sets Calendars This setting Allows users to Create Create a new exchange rate sets Modify Change the rate of a currency on an existing exchange rate set View View exchange rate sets Cash Flow Data Sources This setting Allows users to Modify Modify the data sources for cash f
461. uro so the currency amount of each PO must be converted to Euros 192 Data Elements Data Element Information uuu_act_co Data Definition Currency Amount stl Field Label Activity Cost 1 of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering or viewing cost data at the activity level uuu_act_co Data Definition Currency Amount st2 Field Label Activity Cost 2 of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Entering or viewing cost data at the activity level uuu_act_lat Data Definition Date Picker est_prog_a Field Label Activity Latest Progress As Of sof of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing latest progress modification date for an activity uuu_act_pc Data Definition Decimal Amount t_complete Field Label Activity Percent Complete of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing the activity percentage of completeness derived as an average of work complete for assigned resources uuu_act_tot Data Definition Currency Amount _cost1_per_ Field Label Activity Total Cost 1 Per WBS wos of Characters n a Where to Use it Schedule Activity Attribute Forms Use This Element For Viewing cost totals Use in association with uuu_act_cost1 uuu_act_tot Data Definition Currency Amount i
462. ute Forms Use This Element For Display the baseline finish date of a project ona schedule sheet This is one element of a set that includes uuu_start_baseline uuu_duration_baseline and uuu_total_cost_baseline You must include all of these elements on the form for the baseline function to work correctly uuu_finish_ baseline 1 10 Data Definition Date Picker Field Label Baseline 1 10 Start of Characters n a Where to Use it gt Schedule Activity Attribute forms gt Schedule Sheets gt Resource Assignment Attribute Forms Use This Element For Displaying the baseline finish date of a project phase on a schedule sheet This is one element of a set that includes uuu_start_baseline 1 10 and uuu_duration_baseline 1 10 You must include all 3 of these elements on the form for the baseline function to work correctly As the designer you can assign a name to the baseline for example Baseline Electrical 164 Data Elements Data Element Information uuu_fixed_c Data Definition Currency Amount ost Field Label Fixed Cost of Characters n a Where to Use it gt Schedule Activity Attribute Forms gt Schedule Sheets Use This Element For Entering the fixed cost of an activity The value in this data element will be rolled up to the cost sheet if that activity is associated with a WBS code uuu_flag_co Data Definition SYS Check Box mplete Field Label Mark Activity as Co
463. uu_contact _first_name Data Definition SYS Medium Name Field Label Contact First Name of Characters 64 Where to Use it RFB business process form that is flagged as the vendor master at the company level Use This Element For Entering the vendor or bidder contact s first name as part of a business process ex Vendor Master The RFB business process will display values under this data element during the bid invitation process uuu_contact _last_name Data Definition SYS Medium Name Field Label Contact Last Name of Characters 64 Where to Use it RFB business process form that is flagged as the vendor master at the company level Use This Element For Entering the vendor or bidder contact s last name as part of a business process ex Vendor Master The RFB business process will display values under this data element during the bid invitation process uuu_rfb_due _date Data Definition Date Picker Field Label RFB Due Date of Characters n a Where to Use it RFB business processes Use This Element For Entering a due date for a bid request Unifier will not allow the requestor to view the bid response until this due date is passed 142 Data Elements Data Element Information uuu_rfb_win Data Definition Bid Picker ning_bid Field Label Winning Bid of Characters n a Where to Use it RFB Requestor business processes only You are not required to place t
464. vation BPs that auto create new BPs Use This Element For Entering the number of hours before or after the event that the BP should be auto created This element works in conjunction with the uuu_before_after element to specify the hours before or after the event Note Unifier will automatically add this element to the design if it was omitted on the Reservation form uuu_rsv_tri Data Definition Integer Amount gger_mins Field Label Time Min of Characters n a Where to Use it Upper or detail form of Reservation BPs that auto create new BPs Use This Element For Entering the number of minutes before or after the event that the BP should be auto created This element works in conjunction with the uuu_before_after element to specify the minutes before or after the event Note Unifier will automatically add this element to the design if it was omitted on the Reservation form uuu_role_n_ Data Definition Short Description Text 120 ame Field Label Role Name of Characters 120 Where to Use it Role Attribute Forms Use This Element For Identifying the type of work to be performed for a scheduled activity uuu_role_pi Data Definition Role Picker cker Field Label Role of Characters n a Where to Use it gt Detail form of Time Sheet business processes gt Resource Allocation Sheets Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting the role to rep
465. wing data definitions for designing the attribute forms for the Schedule Manager 35 Unifier Reference Guide Data Definition Activity Constraint Information Type Integer Size 0 Input Method Drop down list Use on Schedule sheets Description Drop down list for selecting a constraint between activities on a schedule sheet A constraint ties a successor activity start date toa predecessor activity completion date after observing dependencies and lags Available constraints in Unifier are As soon as possible ASAP and None gt As soon as possible If the start date of a predecessor activity changes this option either pulls in or pushes out the start date of an ASAP constrained successor activity accordingly If an ASAP constrained activity does not have a predecessor the schedule sheet start date determines the activity start date un started ASAP constrained successor activities align accordingly gt None The start date of a None constrained activity does not change if the start date of a predecessor activity changes The schedule sheet start date does not determine the start date of None constrained activities that do not have predecessor activities This data definition is fixed and cannot be used to create any other data elements It is reportable and is available for user defined reports and data views Activity Picker Type Integer Size 0 Input Method Picker Use on Detail forms of Time S
466. with the SYS Auto Sequence data definition on a form Data elements that use this data definition Are always read only Can be placed in a hidden block Are available for Mobile configuration Can be selected as a display element of a Data Picker Can be added to Integration marked as Output only Cannot be selected as a linked element Cannot auto populate or reverse auto populate Cannot use a hyperlink Cannot be part of a Dynamic Data Set definition v v v v v v v v v 24 Data Definitions Data Information Definition SYS Check Type Integer Box Size 0 Input Method Check box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will be displayed as check boxes on business process forms SYS Type String Description Size 2000 Text 2000 input Method Multiple text lines Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 2000 characters at runtime SYS Type String Description Size 500 Text 500 input Method Multiple text lines Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 500 characters at runtime SYS Line Type String Item Status Size 50 Input Method Drop
467. wn list Use on PM Book s Time detail form PM Book template s Time detail form PM Book s Meter Detail form of subtype Continuous Description DE uuu_rec_frequency_unit which uses this Integer Pulldown DD The data set values for this DD are Day s Week s Month s Year s SYS Line Type String Item Status sjze 50 Input Method Drop down list Use on The detail form of gt Line Item BPs gt Document BPs Description You can create any number of data elements fields using this definition Fields using this definition can be used as the line item status The data set for this field will be specified in uDesigner SYS Long Type String Description size 4000 Text Input Method Multiple text lines Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 4000 characters at runtime SYS Long Type String Name Size 250 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 250 characters at runtime SYS Medium Type String Name Size 64 Input Method Text box Use on Any form Description You can create any number of data elements fields using this definition Fields using this definition will allow Unifier users to enter 64 characters at runtime 74 Data Def
468. y CashFlow Summary Snapshot Project Shell Use this Data Source To get these details Additional details Project Summary CashFlow Name Status 329 Unifier Reference Guide Use this Data Source To get these details Additional details Shell Administrator Project Std Notes Construction Type Project Std Planned Creation Date Completion Date Description Project Std Revised L cation Compan Date Name Project Std Schedule ee Status pet tiene Project Std Setup Date K N elegy Project Std Site p eer Std Construct Project Std Start Date rojec Construction Complete ee Mailbox email Project Std Design Complete Shell Type Status Top Level Shell Name Snapshots Creator Title Date Created Shell Funding Summary in Base Currency Commitment Funding Funds Manual Funding by Project Manual Funding by WBS Project Funding Records Funded at Commitment level Records Funded at Project Records Funded at WBS Level Transient Records Funded at Commitment level Transient Records Funded at Project level Transient Records Funded at WBS level level WBS Funding Shell Project Schedule Finish Date Start Date Summary Shell Projects Std Custom Type NA 330 Extracting Data for User Defined Reports Use this Data Source in Base Currency Shell WBS Cost Summary in Default Currency Shell WBS Cost Summary To
469. y gt uuu_Ise_pay_latest_due_day gt uuu_lIse_start_date gt uuu_lIse_end_date uuu_lse_pa y_latest_du e day Data Definition Drop down list Field Label Latest Payment Due Day of Characters n a Where to Use it Lease BPs Use This Element For Specifying the latest day of the month on which the payment must be received Includes a grace period Valid values are 1 to 28 Unifier uses this value to calculate the value for the uuu_lse_pay_latest_due_date field Note If the value in uuu_Ise_pay_due_day equals the value in this field the calculations for both these fields will be the same In all other cases the latest due day will always be after the due day For example if the due day is 28 and the latest due day is 5 this implies the 5th of the following month uuu_lse_pa _type Data Definition Drop down list Field Label Payment Type of Characters n a Where to Use it Lease BPs Use This Element For Specifying the payment type The data set for this field can be specified in Unifier 234 Data Elements Data Element Information uuu_lse_pr_ Data Definition SYS Proration Method oration_met Field Label Proration Method aoe of Characters n a Where to Use it Lease BPs Use This Element For Pro rating rent over a period of time This data element is a pull down that offers a choice of fixed proration periods 365 Days Year Yearly rent divided by of days daily ren
470. y an activity that is part of a scope management function 226 Data Elements Data Element Information uuu_linked_ Data Definition SYS Short Name record_stat Field Label Record Status of Characters 8 Where to Use it Schedule Activity Attribute Forms Use This Element For Displaying the status of the BP that was auto created by an activity that is part of a scope management function uuu_locatio Data Definition Location Picker n Field Label Location of Characters n a Where to Use it Shell detail form cannot be used on an anchor shell a single instance shell Note Do not use this picker on configurable manager attribute forms Use This Element For Specifying the hierarchy between shells From this picker the user picks the parent shell under which a sub shell should be created This element will display the complete path location of the shell uuu_longitu Data Definition SYS Short Description Text de Field Label Longitude of Characters 50 Where to Use it On upper forms and logs for Shell Attribute forms Line Item BPs Simple BPs Text BPs Document BPs Generic Cost BPs for project company or shell level Use This Element For Showing a location map of a shell or business process If you use this element you must include the uuu_latitude element on the form To use a direct address to plot a map see the uuu_address_code element v v v v v v
471. y generated based on the format for the auto sequence data elements that is configured in Unifier You can place two data elements with the SYS Auto Sequence data definition on a form Data elements that use this data definition Are always read only Can be placed in a hidden block Are available for Mobile configuration Can be selected as a display element of a Data Picker Can be added to Integration marked as Output only Cannot be selected as a linked element Cannot auto populate or reverse auto populate Cannot use a hyperlink Cannot be part of a Dynamic Data Set definition v v v v v v v v v SYS BP Currency Amount Type Float Size 0 Input Method Currency Use on gt Code Based Manager forms gt Code and Record Based Manager forms Description Use this data definition to create data elements to gather currency values from the line items of a business process Fields using this definition create the columns on manager sheets 70 Data Definitions Data Information Definition SYS BP Type Float Decimal Size 0 Amount Input Method Currency Use on gt Code Based Manager forms gt Code and Record Based Manager forms Description Use this data definition to create data elements to gather decimal values from the line items of a business process Fields using this definition create the columns on manager sheets SYS BP Type Float Integer Size 0 Amount Input Method Curre
472. yew CFA Franc BEAC XAF Canada Dollar CAD Cape Verde Escudo CVE Cayman Islands Dollar KYD Chile Peso CLP Chile UF CLF China Yuan Renminbi CNY Colombia Peso COP Comoros Franc KMF Comptoirs Francais du Pacifique Franc XPF Congo Kinshasa Franc CDF Convertible Marka BAM Costa Rica Colon CRC Croatia Kuna HRK Cuba Peso CUP Cyprus Pound CYP Czech Republic Koruna CZK Denmark Krone DKK Dirham AED Djibouti Franc DJF Dobra STD Dominican Republic Peso DOP Dram AMD East Caribbean Dollar XCD Ecuador Dollar ECD Egypt Pound EGP El Salvador Colon SVC El Salvador Dollar SVD Eritrea Nakfa ERN Estonia Kroon EEK Ethiopia Birr ETB Euro EUR Falkland Islands Pound FKP Fiji Dollar FJD Gambia Dalasi GMD Georgia Lari GEL Ghana New Cedi GHS Gibraltar Pound GIP Gold Ounce XAU Guatemala Queizal GTQ Guernsey Pound GGP Guilder AWG 388 v v v YV YV YV YV YV YV YV vV vYVvYVvYvVvYVvYvVvYvVvVvYVvV vvv vV vvv vV vV vV vV vV vvv vV vV vV vV vV v v Guinea Franc GNF Guyana Dollar GYD Haiti Gourde HTG Honduras Lempira HNL Hong Kong Dollar HKD Hungary Forint HUF Iceland Krona ISK Indian Rupee INR Indonesia Rupiah IDR International Monetary Fund Special Drawing Right XDR Iran Rial IRR Iraq Dinar IQD Isle of Man Pound IMP Israel New Shekel ILS Jamaica Dollar JMD Jersey Pound JEP Jordan Dinar JOD Kazakhstan Tenge
473. you place this DE on a Cost attribute form ensure that the DE is marked as Read Only gt The value for this DE is populated via integration gt This element can be placed on any other form a custom checkbox and can be marked as Editable Required or Read only uuu_cost_it Data Definition SYS Short Description Text 120 em Field Label WBS Item of Characters 120 Where to Use it Cost Attribute forms Use This Element For Entering description information about a WBS or cost code 95 Unifier Reference Guide Data Element Information uuu_cost_o Data Definition User Picker wher Field Label Owner of Characters n a Where to Use it Cost Attribute forms Use This Element For Specifying the owner of a cost code and displaying the owner s user information At runtime this element shows a list of project users uuu_cost_st Data Definition SYS Cost Status atus Field Label Status of Characters 50 Where to Use it Cost Attribute forms Use This Element For Entering the status of a WBS code active inactive Fund Attribute Forms Data Element Information row_id Data Definition Fund Picker Field Label Funding Source of Characters n a Where to Use it Fund Attribute forms Note Do not use this picker on configurable manager attribute forms Use This Element For Selecting a fund code The element shows active company level fund codes If a Fund Attribute
474. ype Commitment Summaries This setting Allows users to Edit Structure gt Create a summary structure from a template gt Edit structure columns gt Add rows to the summary View View the summaries created from commits where you are the owner Full Access Select one or more records to give permissions to other users and groups Configurable Modules Code and record based Manager by name This setting Allows users to Create Create templates for the manager s class sheets Modify Modify the manager s class sheet templates View View the manager s class sheet templates Configurable Modules Code based Manager by name This setting Allows users to Create Create a template for the manager s sheet Modify Modify the template for the manager s sheet View View the template for the manager s sheet 293 Unifier Reference Guide Assets Asset class by name This setting Allows users to Administer Create and manage Asset class templates Cost Sheets This setting Allows users to Create Create a new cost sheet template Modify Add rows or columns edit cost code properties Create Worksheet Create worksheets in the template log View View the cost template Folder Structures This setting Allows users to Create Create new Document Manager folder structure templates Modify Add r

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