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Contents

What's New in Primavera Unifier 9.13 .............................................................................................. 3

Preventive Maintenance Module ..................................................................................................... 4

Designing PM Business Processes ............................................................................................. 5 Seasonal Dates Object ................................................................................................................ 7 Creating PM Business Process Records ..................................................................................... 9 Generating Work Orders from Meter Readings ........................................................................ 11 Triggering Ad Hoc Work Orders ................................................................................................. 13

Business Process Enhancements .................................................................................................. 15

Eight Tabs on Multi-Tab Business Processes ........................................................................... 16 Map Line Items from References in Record Auto-Creation ..................................................... 17 Add Line Item Grid Summary Rows ........................................................................................... 18 Query-Based Tabs ...................................................................................................................... 19

Cash Flow Enhancements .............................................................................................................. 21

Hide Incremental Spike in Forecast Curve Graph .................................................................... 22 Start Date of WBS Codes ........................................................................................................... 23 Honor Initial Profile in Forecast Curves When Dates Change ................................................. 24 Modify Forecast in Current Period ............................................................................................ 25 Automatically Add New Curves in Summary Curves ................................................................ 26 Show Detailed WBS Codes in Summary Curves ...................................................................... 27

Miscellaneous Enhancements ....................................................................................................... 28

BP Data Pickers on Shell Attribute Forms ................................................................................ 29 BP Pickers, BP Data Pickers on Schedule Activity Attribute Forms ........................................ 30 BI Publisher Reporting Enhancements ..................................................................................... 31 Auto-Populate from Level Picker in Space Manager ................................................................ 33

Technical Upgrades ......................................................................................................................... 34

Configurable Unifier Help ........................................................................................................... 35 SharePoint Content Repository ................................................................................................. 36 CMIS Content Repository ........................................................................................................... 37 Data Indexes ............................................................................................................................... 38 Inbound E-mail Forwarding ........................................................................................................ 39

Legal Notices .................................................................................................................................. 40

3

Key enhancements in Primavera Unifier release 9.13 include:

Preventive Maintenance Module

Business Process Enhancements

Cash Flow Enhancements

Miscellaneous Enhancements

Technical Upgrades

What's New in Primavera Unifier 9.13

4

Preventive Maintenance Module

Unifier 9.13 provides a new module, Preventive Maintenance (PM), to proactively maintain assets.

For example, a construction company that owns cranes and vehicles could use the module to

create an inventory of its assets, list and categorize components, and itemize and document

maintenance schedules.

Preventive Maintenance module includes Preventive Maintenance type business processes and

other features, such as the seasonal dates object, that become available when the module is

loaded.

Work order generation is central to the maintenance of assets. Unifier generates work orders based

on:

Pre-defined time schedules or recurrence pattern: For example, a tractor requires periodic

maintenance every two months except during the winter season.

Meter readings and pre-defined meter tolerance: For example, a car needs spark plug

inspection every 30,000 miles.

Pre-defined gauge meter ranges: F or example, a tire needs to be serviced when air

pressure reading goes below 18 psi or above 35 psi.

Floating schedule: For example, delay work order creation until the previous work order has

been closed.

5

Designing PM Business Processes

In Unifier 9.13, uDesigner contains Preventive Maintenance (PM), a new sub-type in line item

business processes. It introduces five new business process types:

Asset: Represents an asset and captures information about the asset.

Asset template: Used to create assets -- for example, a Camry Asset Template is used to

create all Camry assets.

PM book: Holds details on maintenance schedules for an asset, usually one per book per

asset.

PM book template: Used to create a PM book.

Meter reading: Capture readings of meters belonging to assets and generate work orders

when trigger dates or readings are reached.

Other design enhancements can be seen in Design Studio, Options tab and in detail form

properties. Special PM data definitions and data elements have been introduced to be placed on

business process forms. Unifier runs form design validations for all types of PM business processes.

For a complete Preventive Maintenance solution within Unifier, additional line item or simple

business processes may be created and used. For example:

Job plans: Contains a set of tasks and items that are needed to complete maintenance

activities.

Asset creators: Create new assets by copying information from asset templates and PM

book templates.

Work orders: Capture work performed by technicians on assets .

6

Benefits

PM business processes provide unique, new behavior in Unifier. For example, the creation of

a line item in a meter reading record triggers the auto-creation of work orders immediately if

all conditions are met. Unifier typically delays this process until the record is sent in a

workflow business process, or editing is finished in a non-workflow business process.

PM module also introduces the concept of a family of line items -- grouping line items with

similar Family Identifier, Start Date, and Schedule type values, and the selection of the same

value in an asset line item picker for continuous meter schedules.

PM business processes are designed to work together and in conjunction with additional

business processes, such as work orders, asset creators and job plans.

Location: To create PM business processes: Navigate to uDesigner, Business Processes node in the

Company Workspace, Administration. In the New list, select Line Item. In the Sub-Type list in the Edit

Studio window, select Preventive Maintenance. In the Classification list, select one of the five PM

types.

7

Seasonal Dates Object

Seasonal dates is a new object provided in Unifier 9.13. It enables the definition of an asset’s active

seasons, which may be days of the week or date ranges within a year. For example, a lawn mower

is used during spring and summer but not during autumn and winter. Use a seasonal dates record

to mark its active seasons, preventing work order generation during inactive seasons.

Place two related data elements (Seasonal Dates Picker and Seasonal Dates Description) on the

Time detail form of a Preventive Maintenance book business process in uDesigner. At runtime, use

the picker to select active seasonal date records, automatically populating the related seasonal

dates description fields.

8

Benefit: Seasonal dates can be used to block work order generation during an asset's inactive

periods, reducing maintenance cost and effort.

Location

To add data elements (Seasonal Dates Picker and Seasonal Dates Description) to PM book

business processes in uDesigner: Navigate to uDesigner, Business Processes node in

Company Workspace, Administration Mode. Open a PM business process and place the

data elements on the Time detail form.

To create a Seasonal Dates item: Navigate to Standards & Libraries, Seasonal Dates in

Company Workspace, Administration Mode. Click New to create a new Seasonal Dates

item. Configure and mark the item as Active.

9

Creating PM Business Process Records

Preventive Maintenance revolves around an asset and a PM book. For example:

An Audi car is an asset that needs maintenance. An asset business process, Audi, holds

information about the asset in its upper form and lists its meters -- air pressure and odometer

-- in a Meter tab.

An Audi PM book linked to the Audi asset holds detailed maintenance schedules for the

asset. These are time-based or meter reading-based recurring schedules that allow

generation of work orders when specific criteria are met. For example, air pressure gauge

readings define an optimal range. If the reading is greater than 35 psi or less than 18 psi, it

will trigger a work order. Schedules are contained in the line items of a Time, Continuous

Meter, or Gauge Meter tabs.

Supporting objects include asset templates, PM book templates, and meter reading business

processes. For example:

Sports Car asset template is used to create all sports car assets, such as the Audi.

Sports Car PM book template is used to create a PM book for each sports car asset. An Audi

PM book helps maintain the Audi asset by generating work orders at various pre-defined

schedules.

An Audi meter reading business process is auto-created, one for each meter in the Audi

asset (air pressure and odometer) when the Audi asset is created. The two Audi meter

reading business processes are used to manually generate work orders and capture

readings of their respective meters based on schedules in the Audi PM book.

Additional line item or simple business processes are used for a complete PM solution -- work orders,

asset creators and job plans. For example:

A new Audi asset creator record is used to create the Audi asset as well as the related

Audi PM book, copying over information from asset and PM book templates.

Work orders are generated based on time and meter schedules in the Audi PM book. They

initiate work to be performed on assets by technicians --for example, tire pressure check, oil

change, etc. Technicians can refer to job plans to view related tasks. When done, they can

designate the work order items as closed and route the record to the End step in the

workflow, setting the next schedule in motion.

Job plans are used to list tasks and items, which are needed to complete maintenance

activities. A job plan can be selected using a data picker in the schedule.

Steps in creating an asset include:

Create an asset template record and a PM book template record.

Create an asset creator record. Pick the asset template and PM book template in the form.

Asset is automatically created with information from the asset template.

Asset auto-creates a meter reading record for each of the meters contained in it.

PM book record is created for the asset with information from the PM book template.

Work orders are generated for meter schedules via the meter reading business process.

Work orders for time schedules are automatically generated when trigger dates become

current.

Work orders can also be generated on an ad-hoc basis directly from the PM book template.

10

In the PM book, pick a job plan for each meter schedule so that when work orders are

created, information from the job plan is also incorporated in the work orders.

Benefits

PM business processes are designed in an interrelated manner that greatly adds to the

efficiency of asset maintenance. For example, by just creating an asset creator record, the

asset, PM book, and meter reading records are created in their logs. The immediacy of

creating work orders just by adding a line item in a meter reading business process is

another example.

The concept of a family of line items helps order related schedules and generate work

orders.

Location: To use PM business processes at runtime: Navigate to the Preventive Maintenance log in

a project. Select any business process type, for example, PM book. Open the record to view

schedules.

11

Generating Work Orders from Meter Readings

The meter reading business process is used to generate work orders based on PM book meter

schedules for continuous and gauge type meters. It also captures the readings for each meter as

line items.

Records for this business process can only be created via auto-creation from a source in the asset

business process Meter tab.

Meter Reading log has the following buttons disabled: New, Copy, and Import.

Master log for the business process has New and Copy disabled.

In other logs from where you can create new business process records (for example, Tasks,

Messages, Drafts, other business process logs), Meter Reading is not an option in the New

menu list.

In the standard detail tab of the meeting reading business process, Import and Grid are absent.

Line items can only be created manually or via line item auto-creation from a line item business

process.

When line items are added and meter reading values meet with criteria, they trigger work

orders for meter-based schedules.

Each time a new line item is inserted into the Standard tab, upper form fields Cumulative

Reading, Latest reading and Base Reading are recalculated.

Steps in generating work orders via a meter reading record:

Check meter schedules in the tabs of a PM book.

If a meter schedule indicates that maintenance is required and a work order needs to be

generated, navigate to and open the related meter reading record.

Add a line item with the meter reading.

Alternatively, auto-create a line item from another line item business process that references

the meter reading business process.

Calculated fields in the upper form are immediately populated with line item information.

A work order is immediately generated against the PM book meter schedule for the asset.

12

Benefits

Generate work orders for the maintenance of the associated asset by adding line items in

the meter reading record.

Use a meter reading record associated with an asset's meter to view base reading, latest

reading and cumulative reading of the meter for up-to-date maintenance information.

Location: To generate a work order from a meter reading line item: Navigate to the meter reading

log in a project. Open a record related to a meter schedule. Click Edit and add a line item. Provide

a trigger value in the Meter Reading field.

13

Triggering Ad Hoc Work Orders

Unifier 9.13 provides the ability to trigger Preventive Maintenance work orders on an ad hoc basis

from PM book time schedules and PM book meter schedules.

Create Now is available on a Time or Meter tab of a PM book in view-only mode. Select a line in

the detail tab and click Create Now to generate a work order. Create Now overrides seasonal

setup (days or dates). It will, however, honor record and line item status conditions defined in

uDesigner. These include status of:

PM book record

Asset record related to PM book

Selected line item of PM book

Note that when you initiate a work order on an ad hoc basis, the date should be greater than or

equal to the start date of the selected line item.

Rules for manual generation of ad hoc work orders in Time schedules tab:

Line item holding a fixed schedule recurrence pattern: The work order that was next in

queue will be generated immediately. The work order after that will be triggered as

scheduled. For example, a work order is scheduled to be generated two months from the

current date and the following work order three months from that date. Using Create Now

triggers the next work order immediately; the next one is generated on the scheduled date.

Line item holding a floating schedule recurrence pattern: The next work order will be

generated immediately. The following work order will be scheduled when the manually

triggered work order is completed. Note that in the case of floating schedules, ad hoc

creation of work orders is not permitted if any work order in the family is in a non-terminal

status.

Family of fixed or floating time schedules: Above situations apply.

Rules for manual generation of ad hoc work orders in Meter schedules tab:

Fixed continuous meter schedule with recurrence frequency: The next work order will be

triggered immediately; following work order will be triggered at the scheduled meter

reading.

Floating continuous meter schedule with recurrence frequency: The next work order will be

triggered immediately; following work order will be triggered at scheduled meter reading

only when the manually triggered work order is completed.

Family of fixed or floating continuous meter schedules: Above situations apply.

Rules for manual generation of ad hoc work orders in Gauge meter tab:

Gauge meter schedule set for a specific range: Manual creation is allowed only when any

previous work order is in a terminal status.

14

Benefit: Override time- and meter-based schedules when needed without impacting future

schedules.

Location: To trigger work orders on an ad hoc basis: Navigate to the PM book log in a project.

Open a record. In view-only mode, select Time, Continuous Meter, or Gauge tab and then click

Create Now.

15

Business Process Enhancements

Support for eight tabs in multi-tab business processes

Line item mapping from references during record auto-creation

Line item grid summary

Query-based tabs (QBTs)

16

Eight Tabs on Multi-Tab Business Processes

In Unifier 9.13, the current limit of five detail tabs has been extended to eight tabs in line item and

cost business processes. This number includes the standard tab, non-standard tabs and

query-based tabs -- a new feature in the 9.13 release.

In uDesigner, the Record Auto Creation: Upper (or Detail) Configuration window displays all

defined tabs in the Source Tab Name and Destination Tab Name lists to enable line item mapping

from tab to tab.

Benefits

Additional tabs promote the collection and segregation of line item data in different

non-standard tabs.

Query-based tabs can be included along with standard and non-standard tabs.

Location: To design detail tabs: Navigate to uDesigner, Business Processes node in Company

Workspace, Administration Mode. Open a line item or cost business process and then add tabs in

the Detail Form node.

17

Map Line Items from References in Record Auto-Creation

Unifier 9.13 enables you to copy line items from a source (referenced) business process to an

auto-created (destination) business process. For example, an asset business process references a

motor template in a line item. The line item auto-creates another business process, Motor. All line

items from the motor template's detail tabs are copied to Motor's detail tabs. The functionality is

enabled when:

BP Creator is on the upper form, source (reference) is a picker on upper form.

BP Creator is on a detail tab, source (reference) is a picker on upper form.

BP Creator is on a detail tab, source (reference) is a picker on the same detail tab.

In uDesigner, upper and detail configuration windows display a tabbed Business Processes section

with two tabs: Current and Referenced. All functionality prior to release 9.13 moves to the Current

tab. Use the Referenced tab to specify source and destination tabs for the referenced business

process. The tab has four columns – Row, Source, Source Tab Name, and Destination Tab Name.

Two buttons, Add and Remove are provided to add or remove mappings in rows.

Benefit: Eliminates the manual entry of information into auto-created business processes, for

example, preventive maintenance work orders. The feature provides the ability to reuse the

information stored in job plans (for example, quarterly maintenance of a boiler, or annual

maintenance of a conveyor belt) when preventive maintenance work orders are generated from

PM book business processes.

Location: To configure line item mapping in upper or detail form: Navigate to uDesigner, Business

Processes node in the Company Workspace, Administration Mode. Open a line item type business

process and configure auto-creation in the Auto Creation Processes, Upper or Detail node.

18

Add Line Item Grid Summary Rows

Unifier 9.13 supports the addition of summary rows to the grid view of business processes to display

Total and/or Average of numerical column data. This feature requires configuration in uDesigner.

The enhancement is not available for these business processes: RFB bidder forms; standard tab of

cost, line item with WBS code, and payment applications business processes; line item with asset

code business processes; line item with multiple-code business processes (transfer and lease

classifications); text type business processes; document type business processes; resource booking

business processes for project/shell; project/shell creation business processes (simple sub-type).

Benefits

Configure summary rows in the grid to track average project hours or total project travel

expenses and see calculated values in their respective columns on the grid.

See recalculated average or total values in real time when making changes in the grid.

Location

To view in User Mode: Open a business process record and then click Grid.

To configure in uDesigner: Navigate to uDesigner, Business Processes node in Company

Workspace, Administration Mode. Open a business process and then in Detail Form

Properties, select a column and click Summary to define Total and/or Average rows.

19

Query-Based Tabs

Starting with Unifier 9.13, query-based tabs can be used in all line item and cost business

processes.

A query-based tab (QBT) is a mini business process log that displays a filtered list of a business

process records in the tab’s line item list. For example, a contract’s QBT can display just the change

orders issued against the contract. Another QBT can display only invoices against the contract.

Records displayed in the QBT's line item list are from the same level (shell/project or company.)

QBTs are not supported in simple, resource, text, document, RFB, and project/shell creation

business processes.

In uDesigner, Query Items is a new parent node in the business process Navigator with two

sub-nodes:

Query Tabs: Define query-based tabs that will be added to the business process. Query tabs

can be created as long as the maximum number of tabs (eight) has not been reached.

Summary Elements: Define summary data elements to be added to the upper form of the

business process. Summary elements specify the type of summary information

(average/count/total/maximum/minimum) that will be shown from the selected query tab

-- for example, the total amount of records in the tab.

Line Item List node in the business process Navigator has been renamed to Item Logs to

accommodate both detail form line items lists and query items. Its log has a new column, Type, to

help distinguish between Detail Forms and Query Items. Tab Name column appears before Name

column. Define query conditions in the setup for filtering the list of records returned at runtime.

20

A new Summary button on the upper form’s toolbar is provided to add summary elements,

replacing the set of arrow buttons. Click Summary to open the Add Summary Element dialog box

and then select from the list of summary elements that have been configured on the parent

business process. Multiple summary elements can be shown from multiple query tabs. Use

Properties in the log toolbar to configure the tab. The only option available is Hide Tab.

Benefits

View a filtered list of business process records associated with the parent business process.

Create a new business process from the QBT in the same shell where the parent business

process resides.

Copy a business process in the same location as the parent business process.

Search for business process records based on user-entered criteria.

Location

To create a QBT: Navigate to uDesigner, Business Processes in Company Workspace,

Administration Mode. Open a line item or cost business process. In Query Items node, select

Query Tabs. Click New to create a new query tab, then define query conditions for the tab

in Item Logs.

To view/use a QBT: Navigate to the parent business process log in a project. Open a record

to view the QBT. Note the source business process of the QBT must be active in order for the

tab to display. Click New or Copy to create a record.

21

Cash Flow Enhancements

Unifier 9.13 cash flow enhancements include:

Hiding incremental spike in Forecast curve graph

Start date of WBS codes

Honoring the initial profile in Forecast curves when dates change

Modifying Forecast curve in current period

Automatically adding new curves in summary curves

Showing detailed WBS codes in summary curves

22

Hide Incremental Spike in Forecast Curve Graph

This Unifier 9.13 enhancement hides the curve spike from the incremental view in the Forecast

curve. Prior to this release, when new actual values came in, the current month's forecast was

wiped out and replaced with the sum total of actuals to-date. This resulted in a spike in the

incremental view of the current month's data, which could be misinterpreted as the forecast for

the current month.

Benefit: A more accurate monthly forecast is now available.

Location: To view a Forecast curve graph: Navigate to Cost Manager, Cash Flow in a project.

Create a new cash flow detail curve or view an existing curve. Double-click to open the curve and

then view the graph.

23

Start Date of WBS Codes

In Unifier 9.13, the start dates of future WBS codes are undisturbed when Forecast curve is

connected to Actuals curve. This enhancement applies to cash flow curves defined at the WBS

level and set for auto distribution per WBS code.

Prior to this release, when a Forecast curve was connected to an Actuals curve, and the first actual

values came in against a WBS code on a certain date, the start date of all WBS codes would

reflect that date -- even if some WBS codes were scheduled to start on a future date.

Benefit: Fixes the display of incorrect start dates of future WBS codes when Forecast curve is

connected to Actuals curve and the first actual values come in.

Location: To view a Forecast curve graph in cash flow by WBS: Navigate to Cost Manager, Cash

Flow in a project. Create a new cash flow detail curve at WBS detail level or view an existing curve.

In curve Properties, configure the Forecast curve to start at the end of Actuals curve. Double-click

to open the Forecast details in the worksheet. View the impact on From Date of WBS codes when

actual values come in.

24

Honor Initial Profile in Forecast Curves When Dates Change

Unifier 9.13 honors profile distribution, keeping time lapse in consideration when Forecast curve end

dates are changed. If actuals are received for a portion of the curve and Forecast curve is

connected to the Actuals curve, then Unifier takes the already-consumed-profile portion out of the

equation and uses the pending profile portion to redistribute values.

For example:

Forecast curve starts from January 2012 to December 2014, stretching Unifier's default 20

point distribution profile over 36 time periods.

Actuals were received January 2012, February 2012, and March 2012.

These three periods of Forecast curve already consumed 1.67 points of period distribution.

The Forecast curve end date is now changed to Dec 2015.

The Forecast curve is now Mar 31 2012 to Dec 2015.

Unifier distributes the remaining 18.33 points of profile over 45 periods.

Benefit: Fixes the defect of not taking the already consumed actual values out of the forecast

profile distribution when Forecast curve is connected to Actuals curve.

Location: To view a Forecast curve graph: Navigate to Cost Manager, Cash Flow in a project.

Create a new cash flow detail curve or view an existing curve. Double-click to open the curve.

25

Modify Forecast in Current Period

This Unifier 9.13 enhancement allows the current period forecast to remain editable until it is

replaced by actuals on a pre-defined monthly or yearly date. Two new options have been added

to Forecast curve properties:

Replace current period forecast with Actuals on cut off date

Allow edit of current period forecast until replacement by Actuals

Use Period Close Setting cut off date to indicate the day on which forecast values will be

overwritten. Values are reflected in the sheet on the snapshot date. If period close setting is not set,

then the end of the duration unit (month or year) is considered -- that is, Unifier implements an

automatic system-enforced refresh on the date that current forecast is replaced with actuals.

Benefit: The enhancement gives greater control to manipulate current period forecast before

actuals replace current forecast on the cut off date. Prior to 9.13, Forecast curve was not editable

after it was defined to start at the end of Actuals curve and actual values came in with

transactions.

Location: To set new Forecast options: Navigate to Cost Manager, Cash Flow in a project. Create a

new cash flow detail curve or modify an existing curve. In the Curves tab of curve Properties,

create or open the Forecast curve. Select check boxes in the Forecast Options block.

26

Automatically Add New Curves in Summary Curves

Unifier 9.13 enables you to automatically add a new curve to one or more summary curves.

A new Summary tab has been added to curve Properties window. Its function is equivalent

to the Manage Summary Curve option: It allows the selection of summary curves.

Templates display the Summary tab but are empty since summary curves are created at

run-time. They cannot be used to push summary curves.

The enhancement supports user-defined reports for summary curves. You can run a report

for any curve to get a list of summary curves that the curve is associated with.

Benefit: Eliminates the manual addition of new curves to summary curves via the Manage

Summary Curves option in the Summary list.

Location: To add a new curve to summary curves: Navigate to Cost Manager, Cash Flow in a

project. Create a new cash flow detail curve or modify an existing curve. In the Summary tab of

curve Properties, select existing summary curves.

27

Show Detailed WBS Codes in Summary Curves

This Unifier 9.13 enhancement applies to a summary curve when all its child curves are at the WBS

detail level.

When creating a summary cash flow curve, if WBS details are available for all of the curves,

summarized data is displayed at individual WBS levels in the details. However, if there is a curve that

does not have WBS-level details (for example, project/shell or commitment levels), then the existing

summary behavior will prevail -- summary details will display individual curve names.

Data is in the project currency. If child curves have the same transaction currency, you can show

data in transaction currency as well.

Benefit: View summarized data against all WBS codes instead of viewing individual curve names in

the details window of a summary curve.

Location: To view WBS codes in summary curve details: Navigate to Cost Manager, Cash Flow in a

project. Create a new summary curve or view an existing summary curve. In the Summary list,

select a summary curve with child curves at the WBS level. Double-click to open any curve to view

transaction details against WBS codes.

28

Miscellaneous Enhancements

Miscellaneous enhancements in Unifier 9.13 include:

BP data pickers on shell attribute forms

BP pickers and BP data pickers on schedule activity attribute forms

BI Publisher reporting enhancements

Auto-populating from Level Picker in Space Manager

29

BP Data Pickers on Shell Attribute Forms

Unifier 9.13 provides the ability to place business process data pickers on shell attribute forms. BP

data pickers support auto-population, reverse auto-population, and other data picker

functionality.

For example, vendor information can auto-populate on the shell detail form by selecting the

Vendors record using the Vendors data picker. Modify data on the detail form and then have it

reverse auto-populate on the Vendors record.

Benefits

Use the BP data picker to view information crucial to a project, for example vendor or lease

information.

Modify data directly in shell details and automatically modify it in the business process

record.

Location: Navigate to a shell/project. Click Details to view or use the picker in the General tab.

30

BP Pickers, BP Data Pickers on Schedule Activity Attribute Forms

Unifier 9.13 provides the ability to add BP pickers and BP data pickers on a schedule activity

attribute form.

BP pickers and data pickers support auto-population, reverse auto-population and other

functionality. A new Reference Processes node is available in uDesigner to define the reference for

auto-population in BP pickers.

In a project's User Mode, create columns in the schedule sheet to display selected business process

records as links. Click the links to open and view the records. For example, create a new activity on

a schedule sheet and then select a Budget Item record. The budget amount and budget weight

information from the current workflow step is auto-populated on the schedule activity form. View

the Budget Item record by clicking on the link in the related column.

Benefit: Select a business process record and view relevant budget and scope information on the

schedule activity form.

Location

To view/use in User Mode: Navigate to Schedule Manager in a project. Open a schedule

sheet and then create or edit an activity. Use the picker to select a business process record

and then view the auto-populated fields.

To configure reference processes for BP pickers in uDesigner: Navigate to uDesigner,

Schedule Manager in Company Workspace, Administration Mode. Place BP picker on

Activity Attribute form and then configure the reference processes in the new Reference

Processes node.

31

BI Publisher Reporting Enhancements

Custom Oracle Business Intelligence Publisher (BI Publisher) reports in Unifier 9.13 can be created

using either an internal or external data model.

Internal data model: Create a BI Publisher report based on the standard data model, which

is generated and maintained internally by Unifier. Changes in the data views, data links,

query parameters, and additional parameters are applied and saved by Unifier in the data

model when the BI Publisher report is saved.

Report with external data model: Create a BI Publisher report and upload a custom data

model file created using BI Publisher. Unifier will not maintain the data model file. Any

changes to the data view, data set, query and additional parameters must be done in the

external .xdm file, either manually or by using the BI Publisher data model editor.

Prior to this release, you could create a new report using the internal data model or convert

existing (Crystal) reports with external data model.

These are the interface changes related to the use of internal or external data models:

New Data Model Type column in the Custom Reports log to indicate the type of data

model of BI Publisher reports.

New Data Model Type field on the General tab of the Custom Report window.

Data Model (.xdm) field in the Report File tab of the Custom Report window to upload the

.xdm file for a report using external data model.

In the Report File tab of the Custom Report window, the enhancement also provides the ability to

upload multiple templates in RTF, PDF, Excel, and eText formats. Use the templates to generate

different layouts from the same data model. At runtime, choose from templates provided to run

reports.

32

Starting with Unifier 9.13, the capability to generate sample data has been extended to external

model-based reports, provided that the reports are published at least once. Sample project data

can now be generated in .xml format in the Sample Data tab of the Custom Report window. Note

that the number of records returned in the sample data is restricted.

Benefits

Create new reports with data models created or provided by your business.

Use advanced BI Publisher report design skills.

Create more complicated reports.

Use templates to generate reports in different output formats. Use Excel format to feed to

other reporting systems. Use eText reporting format in the banking domain.

Generate sample project data to help create reports.

Location

To create custom reports: Navigate to Configuration, Custom Reports in Company

Workspace, Administration Mode. Click New to create a report based on an internal or

external data model. Upload templates in the Report File tab and generate and use sample

data in the Sample Data tab.

To run custom reports: Navigate to Reports, Custom Reports in your project or program.

Double-click to open a report. Select template and output format. Click Report.

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Auto-Populate from Level Picker in Space Manager

This enhancement in the Space Manager module provides level pickers as auto-population source

on space attribute forms so that information from level attribute forms can be brought over to

space attribute forms. For example, use a level picker to capture an employee’s room and floor

information on an employee record.

Benefits

Use level pickers to auto-populate information such as building names, department names,

and units of measurement on space attribute forms.

Use Bulk Edit to modify level pickers in bulk and update auto-populated values in space

forms.

Create space records via integration (Web Services, csv, uCAD) and use level pickers to

display auto-population.

Location

To define auto-population using a level picker: Navigate to Company Workspace,

Administration Mode. In the uDesigner, Space Manager node, open a space type attribute

form. Place a level picker in the detail form and then define auto-population on fields from

the level picker source.

To use a level picker in User Mode: Navigate to Space Manager in a project. Open a space

record. Use the level picker to select any level/floor record and view auto-population of

associated fields from the selected level/floor.

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Technical Upgrades

Technical upgrades in Unifier 9.13 include:

Encryption of all passwords in the Unifier system by Oracle-approved Crypto algorithm

Configurator changes, including changes to General tab, Repository tab and

re-enablement of Geo Map tab.

Configurable Unifier Help

SharePoint Content Repository integration

Content Management Interoperability Services (CMIS) integration

uClient re-enabled with directories and installation changes. (uClient establishes

connectivity between AutoCAD and Unifier and is required for SmartForms.)

uCAD directories and installation changes. (uCAD acts as the interface between Unifier and

AutoCAD.)

Ability to deploy Unifier on Websphere 8

Migration of Unifier multi tenant to single tenant

Renaming File Transfer Application to File Transfer Utility. The new name is seen while

downloading and installing from Support link, Download tab. All download and upload

applets are now part of the Unifier_Lib source tree.

Data indexes

In-bound e-mail forwarding

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Configurable Unifier Help

Starting with Unifier 9.13, customers are provided with a configurable Unifier Help system:

By default, Unifier Help is linked to docs.oracle.com.

Customers can download the Help package and deploy it to their local servers.

Configurator, General tab displays a new text field for entering Help url.

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SharePoint Content Repository

In Unifier 9.13, SharePoint 2010 can be used as content repository for Unifier’s Document Manager.

37

CMIS Content Repository

Starting with Unifier 9.13, customers can use any content management server that is built using

CMIS technology -- for example, Alfresco -- as content repository for Unifier’s Document Manager.

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Data Indexes

This Unifier 9.13 enhancement allows the creation of user-defined database indexes that speed up

the performance of large data sets.

A new menu node, Data Indexes, is displayed between Data Elements and Data Views under

Company Workspace, Administration Mode, Data Structure Setup. Click New to select a field and

then open the detail dialog to enter index suffix and description. The database index name is

constructed by a fixed prefix, UUU, plus internal row_id, followed by _ and a user-defined suffix and

description.

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Inbound E-mail Forwarding

Starting with Unifier 9.13, project in-bound e-mail now conforms to Oracle standard (suffix e-mail ID

pattern.)

Prior to Unifier 9.13, project e-mail address used the prefix pattern 12345-ucb@skire.com where

12345 is the project ID and ucb@skire.com is the action.email.account property. With Unifier’s

move to Oracle cloud and use of Beehive mail server, the prefix pattern is no longer supported.

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Oracle Primavera – What's New in Primavera Unifier 9.13

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