features introduced in 17 - oracle...the get unifier mobile app page now includes information about...
TRANSCRIPT
What's New New Features in Primavera Unifier 17
NOTE: Pre-17.6 configuration package zip files will not be available in the log. If you want
to view your pre-17.6 log content, Oracle recommends that you print your pre-17.6 log
content prior to the upgrade.
Features introduced in 17.12
Manage users’ personally identifiable information (PII) that is stored in Unifier. The default
company contact can enable a consent notice at the global level, which is displayed during login for all
users: company (OIM-integrated and on-premise); partner; portal (self-service, bidder, and web (/m))
and Unifier mobile app (iOS and Android devices). If enabled, users must accept the consent notice in
order to access the system. The company contact can further track the consent status based on user
action in the environment, and reset the content of the notice as applicable. The Company Workspace
Admin mode navigator has a new Consent Notice node with two sub-nodes – User Consent and
Bidder Consent. Use the former to set up the notice for all users except bidders, which is configured in
the latter. The Consent logs have vertical tabs for setup and typing content in supported languages.
Enable the Enable Consent Notice switch, type in the notice in the Default Notice field directly or in
HTML format, enable/clear the Allow Proxy login for Not Responded Consent Users option, select
users and groups to be notified via email when a user rejects the consent notice, and preview the
notice.
Use the Consent Notice feature to inform end users how personally identifiable information is
being collected and used in Unifier. If enabled, users must accept the terms before accessing
Unifier.
uDesigner and Data Structure Setup nodes are now enabled in the Test server, allowing you to
create or modify designs and data structures. Include them in configuration packages and export to
another Test or Development server. You cannot publish to Production from a Test server. Note: The
Test server enhancement is applicable to only those customers using the Test server in addition to
Development and Production servers (third server type was introduced in 17.5).
The Get Unifier Mobile App page now includes information about downloading the Unifier Android
App or having the link emailed to you. After downloading the app, scan the QR Code to populate the
Unifier server URL and account name on your device.
Features introduced in 17.11
Unifier 17.11 addresses UI enhancements in the component list and configuration package preview
areas. In a component list, you can now use the Shift and/or Control keys to select/deselect multiple
components in each group. In the View list, select an option to see the available, selected, and all
components. Click the new List icon on the toolbar to view the selected components across groups in
a separate window. Filter, cancel or update any changes made in this UI. When previewing a
configuration package, you can now see the referencing components of published designs that are
automatically included in the configuration package.
When you select multiple components, Select and Deselect buttons are available in the toolbar. Use the View list options to view the selected, not selected, or all components.
Click the List icon to view selected components across all categories. Click Update to save
any changes made in this window.
In the Published Designs page, click Show Referencing Components to display the
referencing components of a selected published design.
Features introduced in 17.10
Use the new Webservices call – sortCostSheet – to sort CBS (WBS) codes in the Project Cost Sheet.
Use input parameters – Project Number, Type (default = CBS) and Sort Order (default = ascending) –
in the call. Sorting differs based on the cost sheet structure. For example, a flat structure utilizes a
simple, alphanumeric sort on all segment codes; in a tree structure, level sorting occurs first, with
alphanumeric sorting in each level. Sorting is case-insensitive in both.
Update WBS Item (Cost Item) in the Project Cost Sheet. Use the additional element <wbs_item> in
existing webservices such as getWBSstructure, createWBS and updateWBS to update WBS Item
column in the project cost sheet.
Features introduced in 17.8
Use Action without Preview to create multiple shells using the Project/Shell Creation business
process. The Action without Preview functionality in the Tasks log now supports upper form data
elements such as Shell Location and Shell Template pickers that are required for shell creation.
Features introduced in 17.7
Display monthly actuals in Portfolio Manager. This enhancement applies to projects in execution in
Portfolio Manager scenario sheets. Select a forecast source and the new Display monthly breakdown
of Actuals check box in Portfolio Manager configuration. Based on the project’s cash flow properties --
period close settings and forecast curve properties -- Portfolio Manager displays the distributed actual
amounts for the current year up to the current month. Actual values in the prior months are not
editable; future forecast values are editable. The current month’s forecast value is replaced with
actuals value on the cut-off date and is not editable after that. Note that if the check box is not
selected, default behavior prevails – Portfolio Manager displays cumulative actuals to date as the first
point in the forecast curve; it is editable.
Watch a video demonstrating this feature.
Filter vendors by comparing upper form elements such as discipline and location on the Request for
Bids and a line item business process. This enhancement provides a more granular filtered list of
vendors compared to the filtered list available in previous Unifier versions. The list draws records
from shells in the hierarchy. In uDesigner, in the Edit Studio Options tab of the RFB business process,
select a RFB Vendor Filter Data Picker from the Requestor upper form. At runtime, use a Master
Vendors data picker (or BP picker) on the detail form of the RFB Vendor Filter business process to
select bidder records.
Watch a video demonstrating this feature.
Installation of Project Controls and/or Facilities Management and Real Estate Management base
products is now optional. The Basic platform and all modules are preloaded by default in
Development, Test and Production environments. Prior to this release, it was mandatory to install
either Basic or the two base products in order to start using Unifier. Starting Unifier 17, the option Set
preconfigured designs as unpublished is no longer available in Development and Test environments.
Install Project Controls and FMRE using zip files. All designs in the zip files are unpublished. When you
are ready to publish designs and configurations, to Production, create configuration packages in the
Development environment, mark as published, and import them into Production.
Company and project administrators can now reassign pending tasks of inactive users. The
enhancement accounts for tasks assigned to inactive users, in-step revisits, and dynamic step
assignment (preassigned; match <step>). A new permissions-based Task Reassignment node is
provided under User Administration. Select tasks, click Reassign, and then select active users from the
same workspace to do the pending tasks. The first column displays a visual indicator for tasks that
cannot be reassigned. Reassignment History is available to view past reassignments. Note that the
new assignees are not automatically added to workflow setups, groups the previous users had
membership to, business process logs or conditional filtering of assignees. Notifications are sent to
users who are receiving the reassigned tasks.
Action without Preview has a new look and interaction. The UI is divided into two panels: The left
panel displays the upper forms fields; the right panel displays the selected records, status, and
message columns. Note that in this release, there is additional support for dynamic data sets and geo
pickers. After completing the forms, click Send to route the records to the next workflow step. When
you confirm the action, Status and Message fields are updated.
An icon in the Status column indicates success or failure.
The Bulk Edit UI and interaction have been modernized. The UI is divided into two panels: The left
panel displays the upper forms fields; the right panel displays the selected records, status, and
message columns. Since the functionality is about updating fields, the left panel displays both upper
and detail form fields from integration templates, and an Update button. The bulk edit behavior
remains the same.
New Search functionality in Tasks and business process logs displays an overlay with Find
parameters, operators and value lists. Save the search as a view. Quick filter function has a new icon
and a Find on Page tooltip on hover. Also note that the Switch to Classic View link has been restored
in BP and Tasks logs. Double-click a record in these logs to open it.
View all bids for a company in the Bidder Portal. In Unifier, the email address entered for a bidder
in the Vendors business process is used for bidder portal login. With this enhancement, when a
bidder’s email address is changed and a new account is created, the old email address is deactivated.
On logging in to the bidder portal, the bidder can view all bids associated with the account, regardless
of the username that was used to create the bid. Previously, the new account holder was not able to
view the bids created for the older email account.
After login to the bidder portal, the bidder is able to view the bids associated with the earlier
account in the company.
Change notifications are sent to the new account with login credentials and the Unifier Portal link
when a bidder email address is changed in a Vendors record. If Unifier is integrated with OIM and
email address is changed manually, notifications are sent from OIM only after a unique email address
and a new account are created in OIM. However, if email address is changed via integration, reverse
auto-population, or bulk edit, the new account is created automatically in OIM and notifications are
sent to the bidder. If Unifier is not integrated with OIM and email address is changed by any method,
notifications are sent only when there are active bids.
Use the new Webservice method, updateWBScode to update the attributes of existing WBS codes
in the project/shell cost sheet. This method does not update the WBS codes.
Hover over any folder in Document Manager to see the count of its sub-folders and documents. The
folder content is displayed in a tooltip.
FM&RE solution now supports the calculation of Net Present Value in a lease. NPV is used to classify
lease into capital and operating lease contract. It also captures the accrual amount for the current
lease, if the lease is extended. NPV calculation takes into account the total number of periods that
have cash flow; the period discount rate; the period number under consideration; and the cash flow
during a specific period. Four system-defined data elements are available: Annual Discount Rate, NPV
Amount, Lease Accrual Amount, and NPV checkbox to select payments for NPV. NPV calculation is
triggered when Finish editing is clicked, or when the index rate is changed through UI, integration, or
due to reverse auto-population of the base lease record. User mode behavior depends on where the
Annual Discount Rate and NPV Amount data elements are placed – upper or detail form. For example,
when both are placed on the detail form, the NPV amount for each payment setup is calculated
individually using the discount rate present on the respective setup, and then displayed per setup.
Audit log, and integration via CSV and Webservices are supported for the enhancement.
In this scenario, the NPV amount for each payment setup is calculated individually using the
discount rate present on the respective payment setup. The summarized NPV amount is
populated on the upper form.
UI changes have been made in Component Lists and Configuration Packages windows to enhance
usability.
An additional Used in Selected Designs column is provided in Basic Data Definitions and
Dynamic Data Sets grids. A value of Yes is displayed if these data structures are used in
designs selected in the Designs node.
Expand All/Collapse All and Filter buttons are provided in the grids.
When creating a configuration package, File Name and Description are autopopulated when
entering the Package Name. The system removes spaces and special characters in the File
Name.
When importing a configuration package, user mapping names from previous imports are
retained and autopopulated for source environment users. You can map different users to the
same user in the destination environment.
In the Transfer Ownership field, type ahead to display matching user names. The names are
displayed along with roles and company names.
Unifier Mobile App for iOS provides several usability and functional enhancements. Get notified
when tasks are assigned to you without opening the Unifier App. The notifications are displayed on
your iOS home screen. Use image, line item, CMx, and CM0 pickers when creating forms. Add and
annotate attachments to new line items when creating or updating BP records. Use hyperlinks fields
when creating forms. In addition, the system pre-populates the workflow action and assignee fields
when only a single workflow action is possible. Also, the system displays the appropriate (numeric or
alphabetical) keyboard based on the input type. The Tasks log displays all tasks by default.
Workspaces for business processes display counts for workflow BP records under Not Started, In
Progress and Completed statuses. Total number of records is shown for non-workflow BP records.
Use of the Main view in a custom report based on an external data model is now optional. This
applies to existing external data model reports and when converting an internal data model report to
an external data model report. Query parameters, however, require the selection of a Main view.
Generation of sample data is possible after the report has been published at least once.
Tabs in the Location Launcher (that opens when you add a new navigation tab) have been
reordered. All Locations has replaced Other Locations and is now the first tab. The search bar in the
All Locations tab has been moved to the left of the screen.
The ability to auto-populate a WBS code from the Activity Sheet using a P6 activity picker has
now been extended to other cost BPs -- change commits, general spends and payments. WBS
auto-population works differently based on classification of the cost BPs. Cost codes in general
spends and payments are extracted from the Schedule of Values of the referenced commits. Auto-
population occurs if the cost code in the Activity Sheet matches that in the SOV lines. Auto-
population fails if there is a conflict – for example, if two committed lines point to the same code in
the Activity Sheet. You can change the code using the WBS picker, overriding the selection from the
Activity Sheet.
The menu option to open a file in AutoVue is displayed only if the Unifier server is configured to
use AutoVue. Also, the way the file opens in AutoVue depends on the browser. When Internet
Explorer is used, the file opens in an applet window. The other browsers (Chrome, Firefox, and
Safari) require a multi-step process to open AutoVue files using a JNLP popup window.
Features introduced in 17.6
Configuration Packages module provides a more efficient method to transfer designs, objects,
and configurations from a development environment to a production/testing
environment. Configuration Package Management node now replaces Configuration Packages in
the navigator. Use the Component Lists sub-node to create a variety of component lists. Perform an
error check to dynamically resolve dependency-related errors. In the Configuration Packages sub-
node, create and download configuration packages after selecting component lists. During import,
preview the package components and their expected impact, map users and generate an analysis
report. The Tag menu has been removed from all locations.
Watch a video demonstrating this feature.
Sort Schedule of Values (SOV) data using the new Item # column. This system-defined numeric
column appears first on the sheet and is fixed, though it can be renamed. It enables sorting and
reordering of lines based on the numbers specified in the column -- starting at 000010 with
increments of 10. The enhancement applies to all three types of SOV – General Spends SOV,
Payment Applications SOV, and Summary Payment Applications SOV. (The Summary Payment
Applications SOV also provides a method to number the cost breakdown lines.) Previously, the
display of SOV data was based on the order in which the SOV lines were created and could not be
edited or sorted.
Increase lease payments based on Consumer Price Index. This enhancement provides landlords
the ability to increase the rent by aligning it with inflation. In a Lease business process form,
Escalation Method list displays Index Rate as an additional option (only if an Index Rate BP data
picker is selected in the design.) The Index Rate business process (for the data picker) must have
the data elements – uuu_index_rate (Index Rate) and uuu_index_code (Index Code) in the upper
form to support the functionality. At runtime, select Index Rate to then select a rate using the Index
Rate data picker. The escalation value field is then auto-populated with the value corresponding to
the index rate selected. Payment schedules are updated whenever the escalation value is changed.
"Bids" is removed from some menu options. In the Request for Bids business process forms at
runtime, the word “bids” has been dropped -- for example, Compare Bids is now just Compare.
Similarly, the following menu options have been changed: Invite Bids, Show Bids, View Bid, Create
Bid, Withdraw Bid, Submit Bid, Delete Bid, and Bid Invitations. Changes have also been
incorporated in several bid-related alert and email notifications, and on the Bidder Login Page. Note
that there is no change in the Winning Bid detail tab, nor on labels in uDesigner (Bidder; Bid
Comparison Sheet), and general options such as Allow public bidding (no predefined bidders), Bid
Management Account, and Bid Manager.
Modify summary lines on the Creation step of Summary Payment Applications records. Select the
Allow Modification of Line Items option on the form properties in uDesigner. In prior versions, the
option was ignored on the Creation step, resulting in read-only summary lines.
Capture P6 CBS codes in Unifier Activity Sheet in Unifier, and link it to Unifier WBS codes. Add
bItemID (WBS Code) and bi_Item (Code Name) to the Activity Sheet Attributes design in uDesigner.
After deployment, map P6 CBS codes to WBS codes in the Unifier Gateway Provider. The Activity
Sheet in Unifier and P6 Activities are populated with relevant values, depending on the direction of
sync.
Auto-populate a WBS code in a base commit form after an activity is selected from the Activity
Sheet using an activity picker. This enhancement ensures that the cost code assigned to an activity
in P6 is the same cost code assigned to that activity on the business process form in Unifier. In
previous versions, selecting a WBS code and choosing an activity were two separate actions -- and
error-prone. In uDesigner, define auto-population on the WBS code via an activity picker.
Download and install AutoVue Client Certificate to use AutoVue. On the Help menu, click
Download Plugins and then click the related link in the Download tab. Follow installation
instructions from the Unifier User Guide.
Use one of two Open options to view and comment on documents. Click Open to display the
document in the default viewer (Native or Unifier Viewer) selected in User Preferences. The
AutoVue viewer requires the prior installation of the AutoVue client certificate. The enhanced
Document Manager also allows you to assign permissions in the Permissions tab of a
selected folder or document.
In the Review list of a business process record, select Review or AutoVue Review to view,
comment, and mark up file attachments. Review opens the file in the default viewer selected in
User Preferences, and the latter opens in AutoVue.
Features introduced in 17.5
Spotlight
Add multiple line items without closing the detail form window. The enhancement applies to RFB,
line item, document, and cost business processes. In prior versions, line items were added one at a
time. Now, new functions in the detail form allow you to add one or more lines; exit without adding
a line item; and navigate to other line items from an existing line item. Availability of functions
depends on the design of upper forms. The feature is not supported in query tabs and for summary
line items.
Watch a video demonstrating this feature.
The server designated as Staging in prior versions is now called Development. Note for customers
deploying multiple servers: any server other than Development or Production is designated as Test
(can be renamed). A Test server cannot publish configuration packages or modify designs. The
server type (Development or Test) is indicated after the Unifier logo. There is no change to
Production.
Key Changes
Document Manager functions that were available in prior versions (Classic view) are now
provided in the new Standard view. Create, Actions, View and context menu have additional
options -- for example, create a new business process record in the Document Manager. Use one of
two Open options to view and comment on documents. Create and manage views, or use Edit View
in the toolbar to modify an existing view.
Rename Project ID in the project email address. Project Mailbox is the central repository for email
communication between project users and external, non-Unifier users. With this enhancement,
specify a more meaningful and unique Project ID for your projects. In prior versions, the project
email address name was system-defined. Now, in the Options tab of shell details in Admin mode,
the Project ID section is editable.
Other Enhancements
Workflow setup provides two more query conditions to filter task assignees -- Exists In and Does
Not Exist In. Use the new options in the Conditions list to filter assignees based on whether a
specific string field value on the User Attributes form exists in a business process or attribute form.
Additional conditions to filter assignees setup has two new query conditions -- Exists In and
Does Not Exist In -- for string fields.
Use a business process log to create records of that business process only. For example, you
cannot create a Meeting Minutes record in an Action Items log. Click Create to directly open the
business process form, if there is only one workflow. With the removal of the Change to Classic
View link, only standard view of the log is now available.
Retrieve Unifier images in BI Publisher reports when executed outside Unifier. This enhancement
enables the dynamic rendering of Unifier images in reports that are executed from BI Publisher
directly – either manually or scheduled. In prior versions, Unifier BIP reports used either user
session ID or temp token to validate the request sent by BIP server. User session ID is no longer
used. The temp token for job-based (email notification) BIP reports has been replaced with a new
server token.
The ability to sum costed line totals in Summary Payment Applications is now extended to record
creation using CSV and Webservices. This applies to the option in the upper form design: Total the
Cost Breakdown values to the line item. In addition, you can control summary line behavior (read-
only or editable) in the Creation step. Ensure that the validation form associated with the
integration interface has the required setup for viewing and modification of costed line items.
Creating a record via copy carries over any Reset property defined on data elements in the source
record. This is an extension of the earlier Reset enhancement on auto-created records (17.1).
Existing limitations and logic still apply -- default values, auto-population, and formula-based fields
dependent on the Reset field. Reset is applicable for workflow business processes only.
Annotate business process attachments and documents in the Document Manager in the Unifier
Mobile App. View and hide existing annotations or create new ones to highlight important points,
add notes, or communicate changes with team members.
Use text type business processes such as Request for Information and Action Items in the Unifier
Mobile App. Prior Unifier app versions did not support text type business processes. Also, on the
Home screen, view the badge notification indicator on the Tasks tile for tasks currently assigned to
you that have not yet started.
Text--type business process lower form displays a text entry field in Action mode and a
response list in View mode.
Features introduced in 17.4
Spotlight
Design Summary Payment Applications to allow rollup of costed line values to the corresponding
summary line. Submit summary lines along with cost breakdown, and see the costed line values roll
up to the corresponding summary lines. Examine discrepancies indicated by cell error indicators for
editable summary line fields. Summary value in read-only fields are overwritten. The enhancement
does not apply to formula-based (including percentages) columns.
Watch a video demonstrating this feature.
Document Manager displays a new interface with enhanced usability. The redesign is consistent
with that of Tasks and business process logs. View the folder hierarchy in a single grid. Select a
folder or document to display its information on the right panel in different tabs – Properties,
Permissions, Audit Log, etc. Select documents across multiple folders and perform actions such as
copy, move, etc. Use default views – for example, Published Today, Actions menu options for multi-
record selection, quick filters and other features.
Watch a video demonstrating this feature.
Key Changes
Display the total of filtered line items in business process records. On the standard tab of cost and
line item business processes, select the Show Filtered Total Amount check box to display the total
of filtered line items -- instead of the total of all line items in the record.
Select Show Filtered Total Amount to display the total of the line items in a filtered view.
Print multiple records in Tasks, Business Process and Master logs. First, select records --they must
be of the same business process type in Tasks logs. Select a print format on the Actions menu and
then print multiple records in HTML, PDF and Custom formats. Print up to 100 records at a time
instead of only one record in previous versions. Since tags generated for XML data in the Sample
Data tab of custom print templates have been modified to print multiple records, administrators
must create templates using the new XML data structure. Templates are also available for email
notifications.
Other Enhancements
Set the maximum number of records to be retrieved for user-defined reports. In the Maximum
Limit for UDR records list in company properties, select the maximum retrieval number (default = 1
million) for the company. At runtime, in the Record count for UDR list, select the number of records
to be retrieved from the server (max number = company-level limit). The limit also applies to
scheduled UDRs and those generated by web services. Prior versions did not provide a limit to the
number of UDR records being retrieved from the server, causing exceptions when the environment
does not support high energy usage.
Use multiple tabs in Document business processes. Support for multiple tabs – seen in line item
and cost business processes in prior versions -- has been extended to document type business
processes. Design up to eight tabs, including detail form tabs and query tabs. The standard tab is
the only one to portray the typical folder and document structure of the document type. The
remaining tabs display the corresponding line item or query tab interface.
Master Log layout and function is like business process logs. There are a few differences in the
options available in the context and Actions menu of a master log versus a business process log —
for example, Copy with Conditions option is not available in the context menu for a record.
Features introduced in 17.3
Use the new navigation model to access workspaces in Unifier. Home tab is fixed and positioned
just after the Dashboards button. The Mode switch in a tab is relocated to the right side of the Unifier
page with a toggle icon. (It is absent on the Home page.) In the Navigation panel, Expand All and
Collapse All buttons are now at the bottom of the panel. Tasks, Notifications (new name for
Messages), and Drafts logs are independent nodes in the Navigator. Use options in the Switch to Tab
list to navigate to an existing tab. Click + to display a navigation window with three tabs: Recent
Locations, Key Locations and Other Locations. Each tab lists the locations you have access to.
Breadcrumbs are displayed in a bar below the tabs and above the Menu bar.
Watch a video demonstrating this feature.
Key Changes
Workflow action selection and Send button are now on the same side of a form’s toolbar. In earlier
versions, the two functions were on opposite sides of the toolbar. If assignees are preassigned, the To
field is pre-populated
Bar code reader in Unifier App for iOS. Scan the bar code on equipment or an asset, and then auto-fill
related fields. This enhancement is also available in Unifier Mobile (web) but bar codes must be
manually entered since there is no camera. Other enhancements include a new Home screen; display
of current Unifier server version in the Settings/About screen; and an enhanced formula evaluation
method for numeric, string, and date fields on forms.
Watch a video demonstrating this feature.
Other Enhancements
In the Tasks log, when multiple payment application records are selected and a workflow action is
performed, the “Remove SOV restrictions” setup option on the referenced commit drives the
update of the selected records. Alerts related to payment applications and negative change commits
are seen only when an action is performed with preview. Alerts are not seen when an action is
performed on multiple records without preview, when editing the status of multiple non-workflow
business process records, and when taking a workflow action through email notification.
Bulk action without preview correctly reflects the latest value of the sum of line items, if auto-
population is defined on the Amount field on the upper form. If the field is editable and is updated
when performing the bulk action, the new value overrides the auto-populated value.
Business process log is further enhanced with usability features. Enhancements include a business
process-specific Help icon; Attachments icon for upper form attachments; Record Status icon for
overdue records; copy with conditions sub-options; enhanced Manage View list; and lock column
capability. The log of a line item BP with sub-type Line Items to Filter Company Business Process
Records provides a button to view a filtered list of records of the related company-level business
process.
Master Log layout and function is like business process logs. There are a few differences in the
options available in the context and Actions menu of a master log versus a business process log — for
example, Copy with Conditions option is not available in the context menu for a record.
Webservices are now supported for Text type business process in the Unifier app for iOS. Additional
tags for comments have been introduced.
When viewing task emails in a mobile device, Unifier link buttons now render correctly. This was an
issue in prior versions.
In Lease business processes, a single invoice is autocreated for a group of line items instead of
generating an invoice for each line item. In the Auto Creation tab in the Lease business process
setup, a new option is available for grouping line items using selected criteria.
Features introduced in 17.2
Spotlight
Business process log is enhanced with a new interface, layout, and behavior. In the Standard View
for workflow business processes, the record summary (right pane) now provides information about
the Upper Form — such as record details, workflow, and attachments. For non-workflow business
processes, the record summary (right pane) provides information about the upper form — such as
record details and attachments. An Advanced log defined for business processes in uDesigner is now
used only for BP data pickers. Use the Switch to Classic or Switch to Standard link to change views.
Restrictions related to multiple pay apps and/or multiple negative change commits on a base
commit can be removed. Create a new pay app while another pay app is in-flight, based on the
existing SOV. Unifier displays messages to inform users of the existing conditions.
Key Changes
Tasks log is further enhanced to include reordering of menu functions and list options. For example,
Create is the first toolbar function. In the View list, Create New View and Manage Views are separated
from the other views. Use Manage Views to reorder, delete (custom views only), or hide views.
Define multiple user mode navigators. This enhancement enables the administrator to define
multiple navigators per object: Home, Company Workspace, Program, Project / Shell.
Other Enhancements
Company administrators can specify the type of files that can be uploaded into Unifier per company
security policy. Restrictions can either be in terms of the allowed files or blocked files. Maximum file
size can also be specified.
Update document metadata when document is published to Document Manager. Unifier copies the
values of matching data elements from the record to the document properties. Other enhancements:
make attachment to a line item in a document-type BP mandatory; use line item statuses in
document-type BPs to specify whether attached files are to be published. Also, a Publish option is
available in the Review window in all BP types. Clear the check box if you do not want an attachment
to be published.
In Unifier Analytics, add multiple custom attributes for business processes for facts and dimensions.
Configure the number of fields in the new Custom Fields tab in the Business Processes module.
Customize layout and content of emails to bidders as a part of the RFB business process type.
Templates published to the BIP server are available to configure RFB business process setup.
Configuration, Stamps log provides additional functions: Actions, Tag and Filter. Stamps Elements
interface and Access Control privileges also are modified.
Features introduced in 17.1
Watch a video demonstrating 17.1 features.
Spotlight
Task log is modernized with enhanced user experience. Use toolbar/page layout options in the task
log enable to perform actions without opening the records, create custom views, and use filters to
manage tasks more efficiently.
Key Changes
A new AutoVue Stamps node is now available in Company Workspace, Admin mode, Configuration.
Import and manage AutoVue stamps and define a master list of elements to use on stamps. Prior to
this enhancement, only two non-editable AutoVue stamps were available in Unifier.
Configuration Packages log has been revamped to enhance usability. Use a wizard to create, export
and import configuration packages.
Document Review screen is enhanced to enable comparison of document revisions in AutoVue. One
or both versions of the document can reside in Unifier, or in your local repository.
Other Enhancements
Reset functionality is extended to the Creation step of a business process. Values on a Creation step
form of an auto-created BP record can be reset, if no longer applicable to the situation. This
enhancement is applicable — by way of a BP creator -- to both the S Step and the I Step ways of auto-
creation.
Auto-creation enhancements provide more options to copy attachments to auto-created records.
Copy an attachment that exists in the line item of a source business process record and place it in the
upper form of the destination BP record.
Internationalization support extended to bidder emails and portal. New fields on the upper form of
the Vendors business process — marked as Master Vendor List — capture language, time zone, and
date format information of the contact in each vendor record. The information is carried over to
bidder forms, email notifications, and Bidder portal content.
Legal Notices
Oracle Primavera Unifier What’s New
Copyright © 1998, 2017, 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 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 services.