Unifier User Manual
Contents
1. Workflow Actions Send Save Y Spelling jj Add Attachment X Delete amp Discussion Close Window il Professional Service Professional Services Deliverables o A Title Creator Stefanie Crowell g Due Date Creation Date Record Number Status Reference ID Description O 3 Action Details x Create New Professional Services Deliverables ro Task Notes Send For E Attachments Attachment Index 0 Current View All Display Attachments with Comments by All New Rename Move Delete va See 0 Item s Page 1 of 1 Display items per page Q amp D Title Name Revision No gE Comments Download Find PE References Linked Records 0 General Comments Linked Mail 0 WORKFLOW Acknowledgement Project Managers Engineers amp Claifcst UNIFIER USER MANUAL PROJECT MANAGER UPDATE DESCRIPTION The Project Manager Update business process allows the Project Manager to provide continual status updates on a project s progress The information provided in the Project Manager Update BP record will be used to create the Design and Construction monthly report as well as other internal project metrics Only one record is active per project and will be overwritten each month FORMS Form Preview File Edit View Help Finish Editing Save Spelling jj Add Attachment E Close Window 2 Project Manager U2. Z Professional Service gt Title Creator Stefanie Crowell Upper Form Due Date Creation Date Record Number Status Reference ID Action Details Create New Professional Services Deliverables EE Task Notes Workflow or e m Action Send Far E Attachments o Attachment Index 0 Current View All Display Attachments with Comments by All Y New Rename Move Delete 0 Item s Page 1 of 1 Display 100 v Items Per Page CX Attachments gF a D Title Name Revision No Lower Form Qf Comments d Download A Find FE References MM Linked Records 0 General Comments Linked Mail 0 Upper Form The upper portion of the business process contains the basic General information that the form is managing such as the name of the record and its description who created the record and when and other general information It may also contain fields for referencing other forms and it may contain fields that are required for specific functionality UNIFIER USER MANUAL Information in Asterisks is required for work to be reviewed and passed onto the next stage File Edit View Actions Help Workflow Actions Select Send Save C Spelling Ch Discussion E Close Window ES Shop Drawing Construction Submittals r1 Record Number Creator Stefanie Crowell zd Title E Status Due Date Creation Date Referenc
3. P a I Cleaning wastewater every day for a better Bay UNIFIER USER MANUAL This manual is intended to provide HRSD commissioned Engineers and Contractors guidance on using the Unifier Enterprise Project Management System UNIFIER USER MANUAL TABLE OF CONTENTS 1 UNIFIER INTRODUCTION 3 2 LOGIN 4 3 NAVIGATION 5 A USER SETTINGS 5 B TABS 9 C PROJECT SPECIFIC DETAILS 11 4 BUSINESS PROCESS 20 5 HRSD SPECIFIC BUSINESS PROCESS 25 A BUSINESS PROCESS DEFINITIONS 26 6 FREQUENTLY ASKED QUESTIONS 48 7 APPENDIX A ADVANCED FILE TRANSFER 49 8 APPENDIX B INITIAL SCHEDULE SHEET 50 UNIFIER USER MANUAL INTRODUCTION Oracle s Primavera Unifier provides the means to optimize HRSD business processes and allows transparency to enable customers better management of all the information required to successfully manage a project Managing projects from design through completion of construction as well as regular maintenance requires extensive collaboration between numerous often a variety of diverse disciplines and jurisdictions Ensuring accurate and current information for a project is essential for the successful completion of any project PRIMAVERA UNIFIER Unifier is a system for managing the flow of information in projects providing a seamlessly automated and integrated environment across the lifecycle of your company s facilities from planning design procurement construction and into operations and mainte
4. Ervircrnirrnierital Data Manager Capital Projects Horne I Center Avenue Pump Station Jefferson Avenue Interceptor F South Trunk Sewers Secon E Alanic Triaire Eran Digi Eust Princess Anne Trunk Foo South Trunk Sewer Section C OK Cancel Virginia Initiative Plant utrien Jeferson Avenue Emergency OK Cancel The preferences menu has several tabs for individual user settings and can be accessed by clicking on the user s name in the upper right corner General Fee Hank Stores La Hae Crassi Cengact Inl ermaben s amp im CLonp anmy Deiis F Loses Engireenns Clerk Vaid teravab rhesz com Werk Phor Mictis Mhira Ad nezs 1 1434 Ade Foal Aetna Adaress 2 Ad ness 3 City giria Beach Hated eset V Dp Powe Cols 22455 Coon Wesen Us LLL ene ss Stefanie Crowell Help Sign Out Preferences This tab contains all the contact information for the specific user logged into Unifier Submit any updates to contact information to the Unifier Administrator UNIFIER USER MANUAL Security ELTE Current Password Password Confem Password Options User passwords can be changed by logging into https uhrsd unifier idm oracleindustry com oim or contacting the Unifier Administrator Security questions to recover user passwords can be edited in this tab Default Viewer amp https uhrsd unifier oracleindustry com bp admin user userprefe
5. Linked Records 0 General Comments Linked Mail 0 UNIFIER USER MANUAL WARRANTY DESCRIPTION The Warranty business process allows the HRSD customer to report items defects deficiencies and issues that should be resolved by the contractor during the warranty period The process documents the reporting and resolution of the warranty claims FORMS Form Preview Create New Warranty Project No ProjO006 Windows Internet Explorer E ee n x File Edit View Actions Help Workflow Actions Select v Send Save Spelling Undo Accept Tas lj Add Attachment Close Window zi Warranty Warranty o General a Title E Creator Stefanie Crowell Creation Date Action Details Create New Warranty i Task Notes Lee Send For El Entry Form Attachments 0 Linked Records 0 WORKFLOW End Basic Schema UNIFIER USER MANUAL WEBSITE UPDATE DESCRIPTION The Website Update business process allows the Project Manager or Engineer to provide status updates on a project s progress The information provided in the BP record will be used to update HRSD s website Only one record is active per project and will be overwritten with each revision FORMS Form Preview File Edit View Help Finish Editing gl Save Spelling ij Add Attachment
6. Disbursement m Current View All Show Currency if Transaction Currency 1 Item s Page of 1 Display 100 7 items per page Stored Materials Work Completed oi PER 27 895 14 27 895 14 Attachments Files can be attached to any BP by clicking on Add Attachment and selecting either Computer or Unifier Folder File Edit View Actions Help Workflow Actions Select iz Send Save YF Spelling Undo AcceptTask f Add Attachment eh Discussian Close Window E CIP Project Request Project Reques CI My Computer Z3 Unifier Folder Ee Linked Records Another means to attaching additional information to a Business Process is clicking on Linked Records Linked records allows for attachments of other related business process records that reside in a different log Attachments 0 Linked Records 0 General Comments General Comments Users can add comments by clicking on general Comments gt Add Close Window Draft Comments Text Comments Attachments Hidden Comment View Comments View Comments By All 0 Hidden 0 Company Hidden Comment UNIFIER USER MANUAL Each comment can be made public or hidden and later Modified and or Removed Check Hidden Comment 1 to make comment hidden Attachments 0 OK Cancel Submitting a Business Process Record 1 Select the appropriate business process record from either Collaboration Task or from t
7. For Sl Collaboration o Attachments 0 Linked Records 0 Linked Mail 0 WORKFLOW Basic Schema UNIFIER USER MANUAL FREQUENTLY ASKED QUESTIONS FAQ 1 Why am l unable to view my project in the Capital Projects tab This is usually a permission issue Each user has specific permissions applied to their account If you are a Consultant or Contractor for a specific project you must be granted permissions to be able to select the project from the list of projects located on the Capital Projects Archived Capital Projects tab Contact the Unifier Administrator or the Project Manager to request access 2 Why can t upload download documents There are multiple causes why users may not be able to upload download documents a The wrong browser version and or Java version are the most likely cause for this issue Please refer to the compatibility table on Page 4 of the manual to confirm the correct versions are set b Ifthe correct browser and Java versions are set another cause may the File Transfer Option To check this setting click on the user name on the top right of the window select Preferences then the Options tab There are three choices for the File Transfer Option l Basic HTML based does not require the installation of special software l Intermediate requires installation of Java I Advanced requires installation of Java and the Primavera Unifier File Transfer Utility refer to Appendix A for installation
8. htips u29 skire com bp process new project_id 46106 amp module_name ufo amp csvimport false File Edit View Actions Help Workflow Actions Send Save YY Spelling x5 5555000 Tash fj Add Attachment Close Window ae o a Creator Stefanie Crowell I GemonDae O y Recorsumber S Status M 5 Action Details Create New Field Orders To C Task Notes Send For E field Order NEN Attachments 0 Linked Records 0 WORKFLOW Basic Schema Submit UNIFIER USER MANUAL MATERIAL EQUIPMENT SPARE PARTS DESCRIPTION The Materials Equipment Spare Parts business process is used to document the turnover of material equipment or spare parts from the general contractor to HRSD The business process identifies the who what when and where of material equipment or spare parts being turned over The business process logs facilitate HRSD locating the items in the future FORMS Form Preview https primavera unifier10 oracleindustry com project_id 46107 amp module_name ump1 amp csvi File Edit View Actions Help Workflow Actions Select v Send Save Y Spelling AddAttachment Discussion E Close Window Gener Material Equip Spare Part Title Approved Record Number Creator Stefanie Crowell Status Approved Creation Date Delivered By Received By Delivery Location Storage Location Acti
9. ial BP Logs S Contractual BP Logs HRSD Contracts el HRSD Contract Change Field Orders E Request for Information RFI Request for Proposal RFP ell Completion Certificates E Aeron Domeriaten BP Logs E Meeting Summary Meeting Minutes F ollow Up Action Items Project Manager Update J Website Update a Construction Submittals E Lr oi lt Part B Design Reviews Risk Items Ec Contract Admin S HRSD Approved Changes Miscellaneous Cost Interface i Contract Change Commission Approvals Payment Requests RFURFP Submittals Transmittals Work Change Directive The Archived BP Logs are for record purposes only New logs cannot be created for these BP s UNIFIER USER MANUAL ACTION ITEMS DESCRIPTION The Action Items business process is used to request an action to be taken by a team member Action Items is a 4 step workflow that allows the originator to assign an action item to a team member Once completed the assignee replies back to the originator for Review Upon review completion the action item 1s closed FORMS Form Preview Create New Action Items Project No Proj0006 Windows Internet Explorer amp g https u36 sire com bp process new project id 46106 amp module name uai amp csvimport false File Edit View Actions Help Workflow Actions Select v Send Save Spelling Undo AcceptTask M Add Attachment Close Window E General
10. instructions With the Advanced option the Unifier File Transfer Utility works in conjunction with Java to provide the greatest flexibility for uploading and downloading documents and folders It supports drag and drop uploading downloading of multiple files and folders Its advanced functionality for managing reference file relationships in DWG and DGN drawing files makes it easier for users to locate upload revise and download reference files If you are using the Space Manager the Advanced option must be used for uploading drawing files into the Space Manager UNIFIER USER MANUAL APPENDIX A Advanced File Transfer The Advanced File Transfer Option located under Help Download Plugins allows for drag and drop of documents into Unifier An additional Java plug in must be downloaded for this option to function which is located in Support under the Download tab E https uhrsd unifier oracleindustry com showtabz1 Support Windows Interne To install click the link to download the application required for Advance File Transfer Option Follow the instructions File Transfer Application to Run the Install setup Click here to download the application required for Advanced File Transfer Option Download SD BH gie WinZip FileTranfecSetupll zip es B E XS e n Double click the application zip file then Add ZipSend Unzip Unzip Entire WinZip File Open Select Files With k R WinZip
11. 29 KB 07 28 2015 cd uai 2014 08 17 ASP Workshop 200 KB 07 28 2015 T 2014 07 15 EmerennOee R KR NTPANNIR The HRSD Project Manager is the owner of the DM for their projects If there are any questions with the folder structure of a project s DM or where to store certain files please contact the PM Schedule Manager The Schedule Manager is used for internal project metric tracking Additional schedule sheets can be added for project management Schedules can be imported from MS Project and Primavera See Appendix for detailed instructions Company Workspace ARC Army Base 2 Navigate To Interceptor Systems Pump Station File Edit View Help d E EF New Copy Ge Open A Properties E Pern Le Mailbox p ali Collaboration Schedule Sheets Current View Active ii Gates 1 Item s b EJ Cost Manager gt E Budget BP Document Manager E Documents chedule Manager Created Date Cre Initial Schedule 04 24 2005 HR UNIFIER USER MANUAL Initial Schedule m m I s m mme D ewme o ween wean o Logs Interceptor Systems Pump Station Control a The Logs module serves as a repository for all in progress and Ay Alerts baad iy Mailbox completed workflow records User can initiate a business process gt ZH Collaboration record from its specific log i Gates b EJ Cost Manager gt CI Budget BP b 3 Document Manager BP we Contractual BP Logs E
12. Action Items Title YF Creator Stefanie Crowell Recorsnumber aon Date owo rs ssf a E ee Ea m E Task Notes Attachments 0 Linked Records 0 4g 7 100 WORKFLOW Basic Schema UNIFIER USER MANUAL ASSET ACTIVATION DESCRIPTION The Asset Activation business process is used to document when a pipeline section of pipe or mechanical electrical and or treatment process system is officially placed into HRSD service The business process is also used to document when an asset is deactivated and officially retired from HRSD service The business process facilitates HRSD reflecting real time information in the GIS FORMS Form Preview E https primavera unifier9 oracleindustry com wftemplate 1d 23285548 amp module namezuaa amp csvimport Windows Internet Explorer File Edit View Actions Help Workflow Actions SendtoLog ESen Save Y Spelling wyUndoAcceptTask d Add Attachment 7 E Close Window Z Interceptor Activati Asset Activation o Mie ooo pewaton Date E Asset Type Select i Line Number fe O O Pump Staton Number Activation or Deactivation Select hh Map Attached yes No B C Asset Description ain E t3 Action Details Send to Log TOO Task Notes p Drafting Prints Requests GIS Send For End Asset Activation Attachments 0 Linked Mail 0 WORKFLOW Basic Schema UNIFIER USER MANUAL CITIZEN INQUIRY DE
13. Help A Alerts x 5 Mailbox EH New lay Open A Finc ta ke action L3 Action Items v zai Collaboration Drafts lw Tasks 0 Item s Appropriated Budge mi Asset Activation Type Bid Tabulation Budget Changes Cost Manager Cost Manager provides summary cost information on project budget encumbrances and expenditures Company Workspace Cost Sheet Information in the cost sheet is supplied Pe nM E Boe Reg through the E Business Suite EBS Unifier interface Access aree cewescweemee a tO the cost sheet is permission controlled iw Tasks 1 Item s Messages Title x Lg Drafts da Project Cost Sheet ar Gates pls Schedule of Values UNIFIER USER MANUAL Project Cost Sheet Cumeney United States Dollar So 1 CAPIT AL INPROVEMEMTS Stiam PRIE PLEMNIBC EST pum PP BUDGET ES PT PTS PTS AT PT ny py PP FEASIBILITY STUDY XN Lr AT ET EP mw 30 00 amp PE OTHER PRL PLANMING Sm 2115 PE HARIT ANB SIS Eus Eb Eu 2200 Ed zi mig ui 1135199 PRE PLANNING ADVERTISING 2120 Er sod aiU 2199 ET EA E EMEN PRE FLANHING CAPITALIZED INTEREST EN mn uu E un nm ES 8 nnum PRE FLANNING MISCELLANEOUS OTHER COSTS Eu Es sus E sim sum Ed LA Way PeL PLANG LEGAL aN Ka Eu 2 200 zi ma ti 103714 PRIE PLANNING PARTHERING 51d E 50 0g Siid agil Fo ig EB uu stub T nm PTT E
14. Logs i Reports Creating a folder First highlight the section of the DM that you want to add a new folder to Click on the New button or the arrow next to the New button and select folder A window will open asking you to name the folder and add any other metadata you wish Once the folder is created you can add specific permissions via the permissions button or assign properties to the folder via the properties button Company Workspace Archived Capital Pr Completed Capital Army Base 24 Army Base 24 Inch and 20 Inch Tr File Edit View Help A Alerts j EFI New i Open A Filia cf Upload c Download X Delete Check Out Comments gt Permissions J Properties f i Mailbox fig Folder A n gt pi Collaboration ee i Gates mam Page 1 of 1 El Empty Document s EX Cost manager c E Ref BP Name Size UploadDate Owner T ortcu 6 Construction HRSD Administrate C Action Items Design HRSD Administrate E a Appropriated Budget h cA Daumante DD I ac l m Ma Arent Actiatinn Adding a document To add a document to a DM folder first highlight the folder and then click on the Upload button A window will then open allowing the user to browse their computer for the file to be uploaded This process is the same as adding an attachment to a business process The upload window may look different depending on the File Transfer Option selected in Preferences s
15. R MANUAL Bid Delay optional Pre Construction receipt of Bid Ready documents until NTP Construction NTP until Substantial Completion Close Out Substantial Completion until Final Completion final payment Completion Final Completion HRSD ra
16. Reports Documentation BP Logs Transmittal Deliverable Turnover BP Logs Ea Project Management BF Logs ie To audit a log double click to open the record and select View from the menu Click Audit Log to view the user and the action taken for the workflow Company Workspace Navigate To Interceptor Systems Pump Station Controla File Edit View Help 4 oe E New BaCopy Ga Ope t Mailbox b eA Collaboration Construction Submittals Curr Gates 113 Item s gt EJ Cost Manager gt C3 Budget BP b E Document Manager Gl Schedule Manager gt EJ Payments BP Logs gt M Contractual BP Logs gt B Reports Documentation BP Logs v amp Q Transmittal Deliverable Turnover BP Logs Es Professional Services Deliverables Record No Title CSUBO00113 17320 04B Re CSUBO00112 05500 01 Platf CSUB00111 16150 02 Fibe CSUB00110 17001 01A SC CSUBO00109 16120 01 Wire CSUB00108 16100 01 Elec CSUB00107 17320 08 Rem CSUB00106 17320 07 Rem UNIFIER USER MANUAL amp https uhrsd unifier oracleindustry com bp studio bp log open srcid 1349 amp model ucs amp fromcostlog 1 amp project_id 8 File Edit View Actions Help Accept Ta Received Close Window Si Shop Dr Reference Records Construction Submittals Audit Log o General Sut E X Record Number CSUB00113 Creator Emily Harrod Title 17320 04B Remot
17. S DESCRIPTION The Completion Certificates business process allows the contractor to submit a request for a substantial completion certificate or a final completion certificate Issuance of a Substantial Completion certificate requires the work to be inspected and a punch list prepared Issuance of a Final completion certificate requires the work to be inspected to ensure all punch list items have been completed FORMS Form Preview Create New Completion Certificates Project No ProjO006 Windows Internet Explorer le https File Edit View Actions Help Workflow Actions Select zl Send Save WF Spelling 9 zi Completion Certifica lj Add Attachment Close Window Completion Certificates Final Ll m General Submittal Title Record Number Creator Stefanie Crowell Status Creation Date 43 Action Details Create New Completion Certificates C Task Notes Send For Completion Certifica Attachments 0 Linked Records 0 WORKFLOW Basic Schema Consultant Engineer determines if an inspection af the work is warranted If Consultant agrees that inspection should take place record is approved Consultant sends record ta self pending autcome of the inspectam This step captures information related to the actual inspection of the work HRSD PM canfirms inspec
18. SCRIPTION The Citizen Inquiry business process is a means of creating and then tracking an inquiry or claim through its process to ensure each item is addressed promptly by the correct member of the project team and follow up is made with the requestor claimant The tracking of pertinent project specific information will help HRSD with preemptive measures in the future in regards to the public and property Note A claim will originally be logged here as a means of capturing the initial outreach but will follow and finalize through a separate method please contact the Community Relations Liaison FORMS Form Preview Create New Citizen Inquiry Project No ProjO0O06 Windows Internet Explorer e https skire com File Edit View Actions Help Workflow Actions Send Save Y Spelling x5 Add Attachment Close Window 3 General Citizen Inquiry Title Creator Stefanie Crowell Record Creation Number Date Person Status Making Inquiry Inquirers Inquirer s 5 Action Details Create New Citizen Inquiry c Task Notes Send For El Collaboration Attachments 0 Linked Records 0 Linked Mail 0 WORKFLOW Citizen Inquiry WF Coordination Required eSend directly to log No Coordination Required Community Relations Liaison Cancel Inquiry UNIFIER USER MANUAL COMPLETION CERTIFICATE
19. T 32 00 1 ET Bl PRELIM EHGIHEEFSHS REPORT paii 162 EL ue 3001 HHN H a FER ELEOGET I B08 sum Ed Eb sm Eu G pits PER GEAOTECHEISCU 2200 005 Fdo e 0 gel Std zu LS Dri PER SUE penen 3006 ot 220 2 05 FT fg TT j GETER pen FHAFAZGSEEELIENUT mm ain nal inm TA mn ean minal ann Company Workspace Schedule of Values Information in the Schedule of Values is supplied through the E Business Suite EBS Unifier Jefferson Avenue Interceptor Force File Edit View Help iri CH New Open Update ee Schedule of Values Payment Interface Access to the cost sheet is permission controlled iv Tasks 2 Item s ae m SOV Base Record PUE CON 00002 T eee al Schedule of Values Budget BP Company Workspace Archived Capital Pr Completed Capital Appropriated Budget Appropriated Budgets Army Base 24 Inch and 20 Inch Tr File Edit View Help A Alerts e ae EH New BmCopy mx Open amp Find Filtered B i us See aca EE _ are entered after approval from the Gates 1 Item s Commission Record Number v Title Creation Date ubab 0000 Commission Appropriation 05 04 2015 gt EJ Cost Manager C3 Budget BP CIPBudgetBP b m Dnriument Mananer Company Workspace Archived Capital Pr Compl ee CIP Budget BP The CIP Budget BP is A Alerts m IT re completed at the time new CIP projects are d i CIP Budg
20. Type Line Item Status WORKFLOW Basic Schema UNIFIER USER MANUAL DAILY WEEKLY REPORTS DESCRIPTION Daily Report business process provides a report of any activity progress site visit issues resolutions and other pertinent information on the project The workflow supports review of the daily report prior to becoming final FORMS Form Preview File Edit View Actions Help 1 Send Save Y Spelling ij Add Attachment n Discussion Close Window General Daily Weekly Reports Title Creator HRSD Administrator Record Number Creation Date Due Date Status Contractor Daily Activity Date Superintendent I Action Details Create New Daily Weekly Reports To Task Notes Cc Send For Workforce Current View All 0 Item s No Contractor Name Display 100 items per page L ef Adda Bacopya C import f Remove EH Grid Find Attachments 0 Linked Records 0 General Comments Linked Mail 0 WORKFLOW Basic Schema UNIFIER USER MANUAL DESIGN REVIEWS DESCRIPTION Design Reviews business process supports electronic review and approval of design documents by the owner The form supports large numbers of attachments with support for an entire folder structure and includes features for electronic collaboration commenting redlines mark
21. Y Spelling jj Add Attachment Q Discussion BB Close Window Z Meeting Summary Meeting Summa m Assignees will be sent Meeting Minutes Follow Up records to track completion of their assigned tasks Please select the person who will be responsible for reviewing completion of these tasks When Finished Send To Select Title l Creator HRSD Administrator Record Number Creation Date e Static Action Details Create New Meeting Summary To Task Notes Cc Send For E Action Line Items Current View All 0 Item s Display 100 items per page L o Ada BaCopys import GmRemove H cia A Fia Attachments 0 Linked Records 0 General Comments Linked Mail 0 WORKFLOW Meeting Minutes Flow UNIFIER USER MANUAL MEETING MINUTES FOLLOW UP DESCRIPTION Meeting Minutes Follow Up is auto created from the line items of the Meeting Minutes business process once the minutes have been approved by all recipients This allows a team member to assign an action item and track pertinent information for projects which can be sent out for review and follow up using the configured workflow Each line item auto creates a Meeting Minutes Follow Up record FORMS Form Preview File Edit View Actions Help Workflow Actions Select b H Send Save WF Spelling Undo Accept Task M Add Attachm
22. ated for notification of project milestones HRSD NEN Si UNIFIER USER MANUAL Company Workspace Jefferson Avenue Interceptor Force File Edit View Help A Alerts z Al Ee ke open oi Bukaci G Mailbox Action Items Fi Collaboration Tasks C 0 Item s Appropriated Budget Messages _ Asset Activation x Type Lg Drafts Ta Bid Tabulation ar Gates b E3 Cnst Mananer Mailbox Budget Changes The mailbox is the repository for all emails sent to the project specific email address Collaboration Home Company Workspace Capital Projects Programs User Mode m F e EGR View Help ame Dase Tesment Piani mw Tow me xwm Tasks User can create new or take action on business Ay Alerts Drafts n Meme A eS na nems Gid Tabulation processes from this option l Budget Changes sa Type si jaar Commission Approvals Completion Certificates Messages User can view messages regarding business processes that they were cc d on Company Workspace Jefferson Avenue Interceptor Force File Edit View Help Ad Alerts EE New Open Find X amp Mailbox o v rit Collaboration v Task Messages Current View All 0 Item s Type From D EE Drafts New business processes can be created from this option and will be saved as a draft until sent to another user to Jefferson Avenue Interceptor Force File Edit View
23. ce ID Submittal Number 17320 048 Task Details To view the workflow chart select the name of the BP to open the log Select Help from the menu then the BPs name Help option Select Open to view a PDF of the workflow 1Home Company Workspace Capital Projects Programs User Mode File Edit View Help Army Base 24 Inch and 20 Inc Ei New Ba Cop Unifier Help Alerts own Mailbox Construction Submit i EF Release Notes m Collaboration 0 Item s z construction Submittals Help r3 Gates a CQ UCM PRA GEN A m E3 Cost Manager m Document Manager 4 Schedule Manager m E3 Payments BP Logs m Contractual BP Logs H E Reports Documentation BP a Transmittal Deliverable Turn About Unifier UNIFIER USER MANUAL BUSINESS PROCESS Information is entered and stored in Unifier using electronic business process forms and routed to project team members or other Unifier users via fully configurable workflows Each time you fill out a business process form you are creating a new record in Unifier Within a project the majority of business processes are located under the Project Logs node Io Create New Professional Services Deliverables Project No Proj0367 Google Chrome ox File Edit View Actions Help Workflow Actions Select v E Send Save Spelling D Add Attachment X Delete E Discussion Close Window Professional Services Deliverables
24. ce Katherine Linares Arm Ban Design Chetay Engineering Pipelines ouch hore ABO TOTOD Aimy Base Treatment Plant improvement Phase Hi Katharine Linares Army Bao Coneructon Engineering Tamai Treatment Ecgm Shore ABDI0500 Sacten Vi Force Main Replaced athens Linarei Anny Dane Design Delay Ersinesering Pipelines South Shore ABOTII00 Amey ase Treatment Plant Administration Complex finan McNamara Army face FER Oparastions Treamant Farili3az and Buildiregr South Shore ABUTT S Buckman Avienus Forge Main Replacement Lee Heath Ap Bas oso Ergneenmg Pipielings foun Shore A eo Envrenmenial Data Management Speke Sada Matile Administration Contudo Waler Ganality De ware ad Technolegy Adeiniiwive AD 112700 COnerations Cesar Phapa Vil John Swann Agminisirason Completed Engineering Facilites and iBuildirgr Adminisiraive ADoT1700 Enttipsse Resouree Managemen System Shove de Mik Conmtucben France Soteure aed Technology virministradmve AD 1 1800 Cenkal Environmental Laboralory Roof Replacement Ray Holmes Adminishation Design Operatons PPM Facilis acd Buildings Adsinistranee ADGi TROU Cental Environmental Laeborainny HVAC Tom Morrir Ajsministradon Design Cperadons PPM FaciliSas and Buildings Adminis ATOTOT T0 East Princess Anne Tran Force Main Finfoncement Sectioi Kahana Linares ABanb Completed Engineering Pipeline Eum Shore ATO10730 Ea Princess Anne Tnank Force Main Reinforcemeni Sectior John Dare Allanbc Completed Engineering Pipelines oath Shore ATO11100 Graat Brid
25. cts tab The archived versions of the projects were made in order to be compatible with the E Business Suite EBS due to our new accounting structure The archived version of these projects will only be used to reference records that were entered prior to the switchover historical Completed Project Contains projects that have closed out and are complete per Accounting Company VWorkspacn aptal Pr Archie Capital Pr Coempiadmi Capital na File Edi Weew Help in Details db Map ew dicam Capa Projects Home View Dashboard My Dashboard amp c E r alianaratinn n a b EJ Ropon LE monti EN A T image farms Requiring Your Amenban T ra F Tark 0 Haw OG Laie es WHEL BOGE 0 Haw m 2 i ulti Na A 1g wastewater every day for a better Bay a Details imo iras En 31 7 Prejact Nursba ShaloDQ1 Prajecz armar Capital Projects Chetcription Sage inctnsca shell which all capital peedechs will fall ander Admin ler HRD Administrator Currency Linitnd Sates Botar us Staus Atle Emal Address j 2Qj hmed uniBar predgreraciaindurtry com Hes GF Open FA Find D m Mew Projects v E Projects Current view All l List of Propects 341 hemis e Page 1d of 3a Display 106 T Gems Per Page CF Number Prsi pma Departmani Contac System Freje Status Managing Dept Freject Typa Froject Region ABD O0 Amy Base 24 inch and 20 inch Transmission Main Repla
26. dit General Security Options Region Format a Eere oee 000000 iem Default viewer can be Native or Unifier Viewer Default Viewer Native Viewer Exceptions Use semi colons to separate extensions Always Use Native Always Use Unifier File Transfer Option Intermediate Native viewer uses programs installed on user s computer to view files Unifier viewer allows user to view files of Default Login View Use Custom Dashboard as default login view Email Subscription 4 Send notifications in single daily digest any file type even if that program is not Workflow Business Processes Personal tasks Decline tasks Overdue personal tasks Messages Disabling these options Discussion group comments may result in not Record workflow complete getting notified of a Record Modification task and or action Non Workflow Business Processes Record Creation Record Modification Document Manager Project Shell Document upload Transfer ownership Move Delete Document revise installed functionality is limited File Transfer Option Basic allows for attachment of one document at a time Intermediate allows for selection of multiple documents to attach Advanced allows for drag and drop of documents into Unifier An additional Java plug in must be Apply OK Cancel downloaded for this option to function See Help Download Plugins Notificat
27. e ID Submittal Nurber Shop Drawings Information Action Details gt Workflow or Action This section appears in the middle part of workflow business processes It is for viewing or assigning the next assignee in the workflow or shows the last person who took action on it Depending on how the workflow has been set up for the BP the next assignees may be predetermined or you may be able to choose the next assignee or send a copy of the BP to another user After all the information is entered into the upper form click on lule_name ucstecsvimport false Workflow Actions then make a selection for the next step of the Workflow Actions Select Y Send Submittal workflow There may be one or multiple options based on workflow complexity 4 Action Details Create New Project Request Task Notes Send For When a workflow action has been selected the To and Cc can be filled in Available selection is controlled by the business process workflow The user will only be able to select from an approved list of users based on the next step of the workflow This allows for the Business Process to be passed onto the next stage Lower Form The lower portion of the form contains the details and main content of the record such as line items file attachments for document type business processes such as transmittals or submittals or comments or instructions UNIFIER USER MANUAL E Requested
28. e Site Communicz Status Pending Due Date Creation Date 10 05 2015 12 16 PM UTC 5 Reference ID Submittal Number 17320 04B E Task Details Audit Log Google Chrome E os amp https uhrsd unifier oracleindustry com bp sys auditlog log query sourceld 1349 amp sourceType ucs amp record no CSI amp Print Close Window Audit Log for CSUB00113 Audits Current View All 2 Item s Page 1 of 1 Display 100 v Items Per Page Date a Event Action Field Old Value New Value User Name Pro 10 05 2015 12 16 PM Workflow gt Creatior Send Submittal Send to Hope Montaque CH2N Emily Harrod REWC 10 05 2015 12 16 PM Workflow gt Creatior Send Submittal Send to Copy to Sarah Diaz RE Emily Harrod REW To print an open record select File from the menu then Print Preview and select one of the options available PDF is recommended amp Construction Submittals 1 Google amp https uhrsd unifier oracleindustry com bp studio bp log open srcid 1349 amp model ucs amp fromcostlog 1 amp project_id 8 File Edit View Actions Help Save Send Decline Task Close Window s Construction Submittals Terminate o ma Send uMail EEN er CSUB00113 Creator Emily Harrod Auto create Custom tle 17320 04B Remote Site Communic Status Pending Close Window Due Date Creation Date 40 05 2015 12 16 PM UTC 5 Referen
29. ed out Once the document is checked out it can be modified and then checked back in The original version of the document will be saved and the latest version will be displayed when a user clicks on the file To check out a document click on the Check Out button in the DM menu bar The first time you do this Unifier will direct you to create a folder on your computer to store checked out files After you check out the document you can then make edits Once edits are finalized go back to the DM highlight the checked out file and the click on check in document To view the previous versions of a file highlight the file name and then go to the View menu and select Revisions File Edit View Help Current Phase Minutes Current View All Ej Documents 7 ltem s mL Design m Construction EL SAP and ASP 2014 05 14 SAP Workshop 216 KB 07 28 2015 Minutes pi 2014 05 19 SAP Followup 90KB 07 28 2015 14 HRSD Information R m 2014 DR 17 ASP Workshon 1280 KR 77282045 r UNIFIER USER MANUAL File Edit View Help SH New en m load c Download 7X Delete 3 Check Out d Comments E Permissions GA Curent Fha References is Current View All EC Docur Linked BP Records s aa E f amp Ret Size Upload Date e Cosap Audit Log 14 4 115 SAP Workshor ERE TTS BAIM ind 2014 05 19 SAP Followup 90KB 07 28 2015 rim x e B 2014 06 17 ASP_Workshop 1
30. ed for HRSD administration of the Unifier program Only two company level business processes are initiated from the company workspace tab Project Requests and Vendors Capital Projects Archived Capital Pr Completed Capital Perec oo File Edit View Help v eps New Open A Find gt ai Collaboration amp General HRSD gt gt Asset Manager Location Multiple amp Cost Manager Description gt Document Manager You have reached the HRSD home page for Project Management For any support needs use the support menu atthe top righ gt UJ Company Logs CJ Reports Administrator HRSD Administrator Home Page URL www hrsd com Help URL http www hrsd com pdf Engineering Unifier 620reference9620manual pdf Immediate access to Unifier Administrator email the HRSD webpage and the user Reference Manual is provided Reports Company level reports can be accessed from the Company Workspace tab Specific permissions will need to be granted for access to each report Capital Projects including Archived and Completed Tab Each individual project can be accessed separately and more thoroughly via the Capital Projects tabs HRSD w Si UNIFIER USER MANUAL Capital Projects Contains current proposed and warranty projects prior to completion Archived Projects As of May 4 2015 any projects that were available in the Capital Projects tab were copied over to the Archived Proje
31. ee Frequently Asked Questions 2 b To upload folders and files expand the Advanced Options and select from the Folder Upload Options as shown below UNIFIER USER MANUAL D archived Capital Pr Cormpteted Capital fury Bose 24 C T File Edt View Help a unm mm m J db Aerts iNew Gr Open amp Find kt Upload Download X Delete 3 Check Out f Comments gt Permissions A Properties Mailbou Es Current Phase A Collaboration Design Current View All Si Documents amp hemis Page 1 5 Design G cansion D d Ret BP Name Sire Upload Date Owner Title Rev a C Bid Phase a Approvals Regulatory HRED Administrab LJ Construction Contrac O Design HRSO Adminiss ab coo x _ 003 b nm Repors Documeantaton BP Logs Transmittal Deliverable Turmover E T Fer oidart Source Path r GB Project Management OF Logs b G conta ct Admin BO Archived BP Logs t fJRepot i IL Agd iL Remove J Advanced Optons File Upload Options Folder Upload Options Upload Reference Files Upload fies only Upload folders and Mes vi Revise autornatcally if the fie already exists Selected files and Folders L Design rite Name Document Tite Rev No lissue Date Cancel Modifying a document The Unifier DM is a shared environment which means more than one user can view the same document at the same time In order to modify a document in the DM it must first be check
32. ent Close Window 2 General Meeting Minutes Follow Up This Meeting Minute Follow Up task has been sent to you to complete the listed action item Please complete your task and send to the following user for acceptance using the To button under the Action Details tab _ E VVhen Finished Send To Title Creator HRSD Administrator Rercord Numher Creatinn Date l 5 Action Details Create New Meeting Minutes Follow Up Tc Task Notes Send For Collaboration Attachments 0 Linked Records 0 Linked Mail 0 WORKFLOW Meeting Minutes Follow Up Flow Fraject Members UNIFIER USER MANUAL PROFESSIONAL SERVICES DELIVERABLES DESCRIPTION The Professional Services Deliverables business process is used to transmit Technical Memorandums PER s Plans and Specifications during the intermediate design bid and conformed stages Record Drawings and Valve Guides Each type of deliverable generates its own form and fields for submission Select the appropriate type of submittal from the dropdown menu Business Process Professional Services Deliverables Workflow Select PER Workflow Plans and Specs Workflow Record Drawings and Valve Guides Technical Memo and Report Workflow FORMS Form Preview File Edit View Actions Help
33. est version Windows T Internet Explorer 10 x 8 0 20 JRE is used with Intermediate ar Advanced Windows 8 Internet Explorer 11 x File Transfer option Firefax 31 ESR Chrome37 x Windows Vista 4 bil Internet Explorer 9 x 1 7 0 Recommendation is to use the latest versian Windows T Internet Explorer 10 x 8 0 2l JRE is used with Intermediate ar Advanced Windows 8 Internet Explorer 11 x File Transfer option Firefax 31 ESR Chrame37 x Mac QS x 10 8 1 64 bit Safari 7 0 3 1 7 0 67 forMac Qs X Recommendation is to use the latest version Mavericks 10 9 1 Mavericks Advanced document uplaad is nat supported on Mac Qs 10 1 0 0 jOs 7 0 2 n a Safari T X 1 Apple doesnt provide native supportfar Pad Java onjiOs iPhone oriPad 2 Unifieris not supported natively on jS Java required Once users log in with their temporary password they will be required to change their password and set security questions UNIFIER USER MANUAL NAVIGATION Unifier employs a tab based navigation system The initial log in will bring the user to the Home tab Individual user permissions and user preferences will alter the amount of information that each user can view Ueiferfbhttps uhesd uevher oradeindustry com Ge 6 https uhrsd unifier oracleindustry com PRIMAVERA LTINIEIER Company Workspace Capital Projects Archived Capital Pr Completed Capital d SEN cioe Fie Edn View Help Menu Bar j Taski New d
34. et BP Current View All gt aa Collaboration g Gates 1 Item s added d S a Record Number v Title Creation Date ro ucb 0000 CIP Budget 07 08 2015 riated Budget E Appro gt C3DocumentManager Document Manager The Document Manager DM is a repository for all documents that need to be stored with the project but do not come in through a business process record The upper level folder structure of the DM is fixed but folders can be added below the upper level UNIFIER USER MANUAL Company Workspace Archived Capital Pr Completed Capital Army Base Army Base 24 Inch and 20 Inch Tr File Edit View Help rk iNew Open Q Find By Upload c Download X Delete 3 Check Out v C Mailbox Current Phase lt e ll Collaboration Documents Current View All Gates lnla LAGLE 2 Item s Ed cost Manager D amp Ret BP Name x gt Budget BP iT Approvals Regulator i a Design Construction m Engineer Selection Design 4 Engineering Agreem 434 Schedule Manager 11 23 Enaineerina Invoice gt EJ Payments BP Logs b WS Contractual BPLogs 1 Bid Phase B Reports Documentation BP Logs C Construction Contra p amp B Transmittal Deliverable Turnover E C Construction Corres H amp amp RH gt amp Project Management BP Logs Payments gt EX3 Contract Admin ital Shop Dep Recycle Bin Bd Archived BP
35. ew Actions Help Workflow Actions a Request for Proposal RFP T Title oOo O OF Creator Stefanie Crowell F Record Number Creation Date Due Date O OE Status fo Reference ID Disciplines CO 3 Action Details Create New Request for Proposal RFP To Task Notes Cc Send For E Collaboration Attachments 0 Linked Records 0 Linked Mail 0 WORKFLOW e Basic Schema HRSD ra gt UNIFIER USER MANUAL RISK ITEMS DESCRIPTION The Risk Items business process provides a log to allow a project manager to identify potential financial impact on a project and define mitigation plans Risk Items impact the project forecast FORMS Form Preview File Edit View Help EY Finish Editing Save Spelling Add Attachment E Close Window Zi Risk Risk Items o Title Creator HRSD Administrator Record Number Creation Date Environmental Impact Select Status Select Description Estimated Costs i 1 rm fio otim in tha nrahkahin ceact tah hala ta mmm nda nrahkahin cact Thie infarmoatian sll call con ta tha farnacr act gt E Probable Cost B Current View All 0 Item s Page 1 of 1 Display 100 items per page No WBS Code Description Amount E Add Bycopys impot mRemove EHGrid A Find Total Amount 0 00 Attachments 0
36. ge Intencaptor Force Main Retention Direcional Di John Damo AHanBc Rid Delay Engineering Fipalinaz South Shore ATOT1410 Prewidenos Road insane Prossune Feeducing Sion Tir M rt Alan Congruchon Erginearing Pump Sons Segm Shore ATOT1425 Providence Mosd Pressure Redocing Sabon Medications Sam McAdoo Allanbc Proposed Crapneering Pump Sivions South Shore ATHS Shippa Cemar Interim Fressura Fadueing Stator Katharine Linares Alaris FER nainaaring Pump 5issans South Shora ATOT1520 Ships Comer Pressure Reduding Staten Madificahont Sam MeAd aa Al rnitc Fropned Engineeng Pump Statians Seu Share To search for a specific project click on Find to run a search for CIP Number Project Name and or System CIP Number contains Project Name contains System equals Clear Search Project Specific Details Double clicking on one individual project will provide user with detailed information on the project summary of actions and project specific functions Details UNIFIER USER MANUAL Top right corner of the project page provides you with summary project details e Project name and CIP number e Detail information on the project system type status priority score e Project Description and Justification Detailed project specific actions Company Workspace Archived Capital Pr Completed Capital Jefferson Ave File Edit View Help Jefferson Avenue Interceptor Force Main Replacement Phase Home View Das
37. gt E Close Window E Project Manager Upda Website Update ALWAYS UPDATE DATE OF UPDATE FIELD o Status Select Alternate Project Name CIL mE Project Update for Web Roads Affected Key Dates Saig o SS Comtudgn S S SA Restoration Immediately Following Construction Contacts Use phone number format XXX XXX XXXX Engineer Contact Name si Engineer Phone Number Attachments 0 Linked Records 0 General Comments Linked Mail 0 UNIFIER USER MANUAL WORK CHANGE DIRECTIVE DESCRIPTION The Work Change Directive WCD business process is used by Engineering Consultants or HRSD Project Managers in order to authorize and or direct contractors to perform additional work in a timely fashion when scope of work cost or time are difficult to determine beforehand or when scope of work cost time responsibility or need are in dispute WCD s are also occasionally used to identify relatively small changes and or additional work so that several such items can be combined into a single Change Order FORMS Form Preview File Edit View Actions Help Workflow Actions elect bal zl Send Save YF Spelling w3Undo AcceptTask f Add Attachment Close Window zz General Work Change Directive 4 WeEllel al 4 Title OoOo O N Creator Stefanie Crowell E Recordnumoer 00000000 Creation Date Priority Select v Action Requested X 3 Action Details m Create New Work Change Directive Send
38. hboard My Dashboard v amp n es Oo T Alerts i Mailbox L Summary gt iil Collaboration Gates Image eg ol eo gt EJ Cost Manager Tasks 0 New 0 Late 0 gt C3 Budget BP 0 New gt Document Manager 0 New lt 4 Summary of b 5l Schedule Manager ils 0 New Actions gt EJ Payments BP Logs gt S Contractual BP Logs b B Reports Documentation BP Logs gt S Transmittal Deliverable Turnover B gt Gy Project Management BP Logs b tn Contract Admin gt Bd Archived BP Logs gt Reports Project Number Proj0367 Jefferson Avenue Interceptor Force Main Replacement Project Name Phasel Description JR011710 Administrator HRSD Administrator q Currency United States Dollar USD Status Active Email Address 83946 hrsd unifier prod goracleindustry com Detailed project specific actions Detail of Project Information Project Specific Email Address Each project is assigned its own unique email address Correspondence about each project should use this address so that all documentation is stored for future reference Dmis ETE Project Number Proj0367 Jefferson Avenue Interceptor Force Main Replacement Project Name Phasel Description JR011710 Administrator HRSD Administrator Currency United States Dollar USD Status Active Alerts An alert will notify the user of an overdue task or custom alerts can be cre
39. he individual business process log amp Jefferson Avenue Interceptor Force File Edit View Help LER New Ba Copy GF Open amp Find y Filtered By amp Import Daily Weekly Reports Current View All 0 Item s BRIT Create New Daily Weekly Reports Project No Proj0367 Google Chrome 2 Drafts Gates gt EJ Cost Manager gt C Budget BP Record No i l ere CARI E s amp https uhrsd unifier oracleindustry com bp process new wftemplate_id 4043 File Edit View Actions Help iz Send Save Spelling J Add Attachment 57 Discussion Close Window C Document Manager Zi General Daily Weekly Reports gt FA Schedule Manager EJ Payments BP Logs Title M gt S Contractual BP Logs l as E Reports Documentation BP Logs Record Number Creatic Due Date eg Meeimg Summary Contractor Daily Activi Meeting Minutes Follow Up Superintendent Action Items Project Manager Update Website Update Action Details Create New Daily Weekly Reports Citizen Inquiry 58 Task N gt Transmittal Deliverable Turnover E gt oe Project Management BP Logs e gt Contract Admin Send For Bd Archived BP Logs E Workforce gt Reports Current View All 0 Item s Page fh of 1 ue Contractor Name Description Emp Tasks 0 Item s Appropriated Budget Ss Asset Ac
40. ions Users can use checkboxes to decide which tasks send a notification to user s email account UNIFIER USER MANUAL Setting proxies allow other Unifier users to take action on tasks assigned to another Unifier user Add Select other Unifier licensed user Set Start and End Date Time Users who can ect as my Proxy Name E Mail Proxy Status HRSD Administrator Ce Users can ect as thew Proxy Name E Mail HRSO Admiristratot egradighrsd com Active Proxy Login Select user name and click Proxy Login The window will refresh and will read Your name on behalf of other user eely ox Cancel Help SSS Select the dropdown menu next to Help to access support options Stefanie Crowell Help b Sign Out Unifier Help Unifier Library Contact Support Download Plugins About Unifier B Support Windows tenet olore RR Contact Support Contact information for Unifier Administrator Contact Bette HRSD Contact Information Email UnifierAdmin hrsd com Phone 757 460 7026 Instructions Please contact HRSD support atthe above email for any issues Do not contact Skire support Contac Download Plugins Link to download Java plug in ete NER need for Advance File Transfer Option To install File Transfer Application k here to download the application required for Advanced File Transfer Option click on the link and follow the instructions
41. is the best way to zip and unzip your files Wie Mam Name Type Modified Sire Ratio Packed Path E UnifvesFile TrarisfesUtility exe Application 6 17 2015 3 08 PM 4 525 1 44 22 The pubiisi i eat ew fied Are you you b run this software LI Name UnifierFileTransferUtility exe Publisher Unknown Publisher Type Application 4 m gt a This file does not have a valid digital signature that verifies its m 1 Y publisher You should only run software from publishers you trust Selected 0 files 0 bytes Total 1 file 43 483KB 90 a c loaie le clare ss g File Transfer Utility 10 1 0 0 Setup Lolei x fo File Transfer Utility 10 1 0 0 Setup lele 3s ES E File Transfer Application Installation Options Welcome to the File Transfer Utility CORACLe etna te f Setup Wizard Primavera Unifier Unifier File Transfer Application 10 1 0 0 B101 Select install type Click Next to continue This wizard will guide you through the installation of File Transfer Uy p Follow the directions on the Itis recommended that you dose all other applications File Transfer Utility Files before starting Setup This will allow Setup to update certain system files without rebooting your computer Install File Transfer v 10 1 0 screen until the final window Make sure Unifier application is not running confirms the installation ORACLE Primavera Unifier Co
42. kely at the completion of the PER As the project is further developed through preliminary engineering design and award the project schedule may change The Baseline 1 schedule chronicles the change in project schedule at the first project milestone Baseline 2 Schedule Columns 12 through 14 Baseline 2 Start Baseline 2 Finish amp Baseline 2 Duration are established at the second milestone of the project likely at the completion of the Design As the project is further developed through design and award the project schedule may change The Baseline 2 schedule chronicles the change in project schedule at the second project milestone Baseline 3 Schedule Columns 15 through 17 Baseline 3 Start Baseline 3 Finish amp Baseline 3 Duration are established at the third milestone of the project likely at the Notice To Proceed As the project progresses the project schedule may change due to a bid delay a change in CIP priorities or a construction delay Subsequent Baseline schedules chronicle changes in the project schedule To ensure uniformity in populating the schedule the following term s durations are generally defined as follows Pre Planning CIP inception until Engineering Services contract award PER Engineering Services Award until Design Amendment is approved Design Delay optional Design Design Amendment approval until Bid Ready documents are received HRSD ra Ls ee T a EE o UNIFIER USE
43. mpleting the File Transfer Utility Setup Wizard The installation is completed Click Finish to dose this wizard ORACLE Primavera Unifier UNIFIER USER MANUAL APPENDIX B Initial Schedule Sheet The Initial Schedule serves multiple purposes It documents the chronological evolution of the project and reflects the current project schedule The Initial Schedule sheet is used for the Chief s monthly report metric based reporting and pushed to GIS for construction project status The Initial Schedule sheet is created within the Schedule Manager when a project is entered into Unifier for the first time Columns 1 and 2 are always ID and Activity Name and do not change Columns 3 through 5 Start date Finish date amp Duration are the current status of the project These are the columns to be reviewed and updated if necessary on a monthly basis by the project manager Baseline Schedules are intended to chronicle the project schedule at a certain period in time Baseline Schedule Columns 6 through 8 Baseline Start Baseline Finish amp Baseline Duration are established when the project is initially entered into Unifier The purpose of these columns is to chronicle the schedule at the inception of the project These dates never change Baseline 1 Schedule Columns 9 through 11 Baseline 1 Start Baseline 1 Finish amp Baseline 1 Duration are established at the first milestone of the project li
44. nance It provides real time visibility across multiple projects to help your company make fast accurate decisions Unifier lets you track and manage information such as budgets project members specifications requests for information and shared documents You decide who has access to the information which team members are allowed to approve changes to the information and how information flows between people Oracle s solutions automate manual processes and pull together information from various point systems typically used on a portfolio of projects Through Unifier executives and project team members can better manage all data and business processes in one centralized system while reducing the reliance on older technologies such as email fax and desktop applications Unifier was designed from the ground up specifically for the facility owner based upon our industry domain expertise and knowledge of best practices combined with direct customer input gathered over decades of client interaction The result is a robust set of capabilities with an intuitive easy to use interface Unifier enables leading owners and operators to increase enterprise efficiencies reduce project and operating costs enhance visibility and improve time to market UNIFIER USER MANUAL LOGIN Access to Unifier is located at https uhrsd unifier oracleindustry com User names and temporary password will be provided by the Unifier Administrator Contact you
45. on Details Create New Material Equip Spare Part To Task Notes Send For Line item Detail Current View All 0 Item s Display 100 items per page No Sm Short Description amp Add 4 Bs Copy Import M Remove HH Grid Q Find Attachments 0 Linked Records 0 General Comments WORKFLOW Basic Schema en cu Contractor UNIFIER USER MANUAL HRSD CONTRACTS DESCRIPTION The HRSD Contracts business process is automatically generated from contracts processed in E Business Suite EBS HRSD 35 ESL UNIFIER USER MANUAL HRSD CONTRACT CHANGE DESCRIPTION The HRSD Contract Change business process is automatically generated from contracts processed in E Business Suite EBS HRSD EN ire SS UNIFIER USER MANUAL HRSD PAYMENT APPLICATION DESCRIPTION The HRSD Payment Application business process is automatically generated from contracts processed in E Business Suite EBS HRSD CNN ire SS UNIFIER USER MANUAL MEETING SUMMARY DESCRIPTION Meeting Summary allows a team member to create and track pertinent meeting minutes for projects which can be sent out for review using the configured workflow Each line item auto creates a Meeting Minutes Follow Up record once the meeting minutes have been approved by all recipients FORMS Form Preview File Edit View Actions Help 2 Send Save
46. pda Project Manage r1 i seine Monthly Project Update Potential Commision Items Attachments 0 Linked Records 0 General Comments Linked Mail 0 HRSD ram Si UNIFIER USER MANUAL REQUEST FOR INFORMATION RFI DESCRIPTION Request for Information RFIs business process is to request information or clarification from vendors contractors the owner or other team members This workflow also allows for submission of a request for proposal RFP FORMS Form Preview File Edit View Actions Help Workflow Actions ESen E Sae Y Spelling Undo AcceptTask Add Attachment E Close Window TA v Request for Information RFI m Title a Creator Stefanie Crowell Record Number Creation Date Due Date Status Reference ID Disciplines Select Action Requested gt 4 Action Details Create New Request for Information RFI To Task Notes Cc Send For El Collaboration Attachments 0 Linked Records 0 Linked Mail 0 WORKFLOW Basic Schema HRSD UNIFIER USER MANUAL REQUEST FOR PROPOSAL RFP DESCRIPTION Request for Information RFIs business process is to request information or clarification from vendors contractors the owner or other team members FORMS Form Preview File Edit Vi
47. r project manager or the Unifier Administrator unifieradmin hrsd com to schedule a training session Initial Log In It is highly recommended that prior to logging into Unifier for the first time each user reviews the table below regarding compatibility between internet browsers and Java Please note that as of September 1 2015 Google Chrome no longer supports the Java plug in click here for additional information Oracle Primavera Unifier Release v10 1 10 1 0 0 Tested Configurations Client and Browser Information This document covers the tested configurations for Primavera Unifier Version Supported Client Qs Email Client Os Supported Browsers JRE Vendor Exceptions and Additional Information n T cunts seat mro Merson Unifier 10 1 0 0 Patch Set 4 Patch 20444503 Windows T 32 bit Internet Explorer 9 x 1 7 0 75 Recommendation is to use the latest version Internet Explorer 11 x JRE is used with Intermediate or Advanced Firefox 37 ESR File Transfer option Chrame37 x Internet Explorer 9 x 1 7 0 7 Recommendation is to use the latest version Internet Explarer 11 x 1 8 JRE is usedin Intermediate File Upload Advanced File Uploadand Autavue MacOS x 10 8 1 1 7 0 75 Recommendation is to use the latest versian Mavericks 1 8 JRE is usedin Intermediate File Uploadand 1 Advanced document upload is not supported on Mac Qs Windows Vista Internet Explorer 9 x Fa Recommendation is to use the lat
48. s date are able to access the projects in these tabs Navigate to Search for projects in the Navigate to field located on the upper left Previous locations will be shown ina E Unifier https uhrsd unifir oracleindustry com Google B https uhrsd unifier oracleindustry com bp a n PRIMAVERA UNIFIER tem 10 01 2015 02 48 PM Company Workspace dropdown menu when you click in the field File Edit View Help 4b Alerts b d Collaboration b Hj Reports Capital Projects Home Company Workspace Capital Projects Breadcrumbs Users can click on the arrow next to a listed page and view options Programs Archived Capital Projects Completed Capital Projects available UNIFIER USER MANUAL Home Tab User can access all assigned tasks throughout Unifier in this single summarized tab Tasks Company Workspace Capital Projects Archived Capital Pr Completed Capital m Mavigate To d Home File Edit View Help EF New G Open G Bulk Actions amp Find p Filtered By i Messages 4 Drafts Tasks Current View All uMail D Item s master Log Business Processes sourceNam use Number Title This shows all the work the logged in user must take action on It includes all the tasks assigned and or accepted by the user across all projects the user is a member of Company Workspace Tab The Company Workspace Tab is primarily us
49. sers Groups Current View All will not 12 Item s Page 1 of 1 Display 100 v Items Per Page assign a task to Name Company Andy Landrum Whitman Requardt and Associates LLP d the oa bree selected user Engineers HRSD Administrator HRSD Inspectors John Thomas Whitman Requardt and Associates LLP Jordan Hockaday Henry S Branscome Project Managers Santino Granato HRSD 1 Todd Walker Whitman Requardt and Associates LLP Tom Teaman Henry S Branscome Warren Wilczynski Whitman Requardt and Associates LLP 2 View Profile Members 3 Cancel 5 Click SEND This will send the BP record to the selected user and that user will receive a notification via email If there are any required fields that have not been entered or any other errors the BP record will not be sent and an error notification will appear HRSD ra UNIFIER USER MANUAL HRSD SPECIFIC BUSINESS PROCESSES The following Business Processes BPs are specific to HRSD project management Each BP contains a description a form preview and workflow if applicable The workflows attached to the listed BPs show which groups can create specific BP records and which groups are in the approval path of specific BP records Within Unifier these BP Logs are grouped in the following categories Payment Contractual Reports Documentation Transmittal Deliverable Turnover Project Management Contract Admin and Archived
50. tian report Praject Manager Inspectan results sent to record creator UNIFIER USER MANUAL CONSTRUCTION SUBMITTALS DESCRIPTION The Construction Submittals business process is used to transmit As Builts Operation and Maintenance Manuals Photos and Videos and Shop Drawings to a team member to process send out for collaboration and review Each type of Construction Submittal has its own form and fields Select the appropriate type of submittal from the dropdown menu Business Process Construction Submittals Workflow As Builts O amp M Photos and Videos Shop Drawings FORMS Form Preview Create New Construction Submittals Fro jer t Ho Fro OOO Windows Internet E xplorer 4m te ue eine comibo peocess mew Atema ea a0 E name aa Fiise File Edit View Actions Help Workflow Actions Select imd Send fm Save JF Spelling pf alappior Ei Close Window aD As Eit Construction Submittals Az Built 7 General Submittal Record Humber Creator Stefanie Crowell Tithe Status l Due Crater Creation Date Reference ID Submittal Number 13 Action Details Create Hew Construction Submittals Task Notes Send For 7 Line item List Abltachrnent Index 0 current Via AM Display Attachments with comments try Ag ag New Rename Move Delete x Attachments O ftem Page 1 ot 1 Display 100 items per page Date Received Date Sent Doc
51. tivation Type Bid Tabulation amp Gates Budget Changes Ld E3 Cost Manager CIP Budget BP b Ci Rudaet RP 2 Fill out all required fields in the upper form HRSD E Si UNIFIER USER MANUAL 3 Select workflow action This is necessary to route the record to the appropriate approval group Field Orders Field Order No 1 Project No Proj0077 Windows Intenet Explorer gw bo me File Edit View Actions Help Workflow Actions Select z Send Save YY Spelling UndoAcceptTask ij Add Attachment 7 A Close Window Zi Field Order Field Orders Acknowledge Title Field Order No 1 Creator Scott Graver Creation Date 96 41 2013 05 06 PM Local GMT 5 Record Number FORD 00001 Status Acknowledged M Action Details 4 Click here to view latest content I t Notice that To button will not k Notes me activate until workflow action is Send For selected El Field Order 4 Once 4 workflow action is selected select who you want to send the record to for approval Depending on the workflow construction you will be limited to send the record to specific user groups You can send the record to any person listed when you click the To button Certain workflow steps also allow for a CC of project members CC will only send a Q Find List Names from Jefferson Avenue Interceptor v Show By Users Groups Y n ot fj Ca t Ion it U
52. to Click here to view the installation instructions Run the Install setup See Appendix B for detailed instructions UNIFIER USER MANUAL TABS There are multiple ways to navigate through projects in Unifier E Urbe t hitpas uhradu orcendsty som c coc Home Overall summary of all amp https uhrsd unifier orat cleindustry com be pis index Oracle eed AP OURPEIMODES PRIMAVERA LNIFIER st eee snm eas pu rr SON 9 e Tasks requiring attention Recent Locations Sein Caglal Projects ci siti cm Company Workspace HRSD specific activities re e Company Business processes Ee HRS e Unifier Administration v Key Locations none Company Viaibspacs Caps FProech Programa ichiosd Capial Praesta Completed Capii Projects Capital Projects Archived Capital Projects Completed Capital Projects Project Level e BPs and Document manager e Cost and Schedule sheet Selecting the plus sign will allow users to open additional tabs and select between Recent Locations and Key Locations Users can add as many tabs as needed i e one for each project assigned Tabs will remain active after logging out and will continue to stay active until closed X out When navigating between tabs the last location visited will still be available Please note that the Archived Capital Projects and Completed Capital Projects tabs were created April 22 2015 Users that were granted permissions prior to thi
53. u Open 4 Find F Messages Drafts Announcem Rems Requiring Your Attention D uMa Tithe Quarterly Maintenance Tasky Total 0 New Late b LL Master Log Business Processes I Starting 10 AM EST on Saturday March 21 2015 fhe hosting team will be performing the Quarterty Datacenter maintenance The maintenance I currently planned to d complete at 10 AM EST on Sunday March 22 2015 During this ime your unifier environment may have limited to mo access Contact Please contact pobu hiessages 0 New ams _ww oracie com for any further questions or clarification regarding tis maintenance Draft Records 9 New A a vets 0 New Tasks or New uMails Project Number Name Tasks uMails Company Name There are a limited amount of user preferences that can be used to configure Unifier for the individual user Bookmarks Each location throughout Unifier can be recorded as an individual page by clicking on Bookmark the star in the upper left corner S Unifier https uhrsd unifier oracleinc amp https uhrsd unifier oracleir PRIMAVERA I GY Messages a e Typein a name for the bookmark then click Add to create a bookmark e Bookmarks can be organized by renaming them or moving them up or down e Bookmarks can be used to direct which page is the default log in view UNIFIER USER MANUAL Name Home Home Preferences ee X Remove fih Move Up W Move Down Organize Bookmarks Name Default Login
54. ups FORMS Form Preview re urn py ae SU JUS Create Mew Deign Fen ses Prepect Mio rei File Edit View Actions Help 4 Send Save WF Spelling Zl General Tithe Record Number Mecting Date Meeting Time Due Date DENEN am Action Details wok RP Se Eum DODI Windows niterriet Explorer Close Window Design Reviews n TE Creator Creation Date Status Meeting Place Reference ID Create New Design Reviews To Send For 5 Documents Attachment Index 0 New Rename Move Delete C Attachments WORKFLOW Basic Schema Current View All 0 hermis task Notes Page 1 or 4 a9 Title qe 3 Name a Ef Add m Copy C mporn Gi Remove q Comments e c ents Project Members Project Manager amp Engineer Display Attachments with Comments by Workflow Actions Select All Display 100 items per page Discipline Line Item Li g Downoad amp Find CE References z HRSD PE I HrSESD UNIFIER USER MANUAL FIELD ORDERS DESCRIPTION The Field Order business process is used by a team member to issue a written order to the Contractor which requires a minor change to the construction contract that doesn t impact the contract price or the contract times FORMS Form Preview Create New Field Orders Project No ProjO006 Windows Internet Explorer IB
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