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Unifier User Guide - Facilities Management

1. F i Assigned Budget E F WBS Line Items Group By All Unit Cost 35 000 00 Spend s Category 001 Amount 35 000 00 Item Description Work Pkg Undistributed balance The Budget Distribution is located on the Total Amount 35 000 00 Project Cost Sheet Project members with access to the Cost Sheet can view the Budget Distribution by clicking Edit gt Budget Distribution Budget Distribution Windows Internet Explorer Q Atach Unlock AuditLog The Budget Distribution amounts control the amp Budget Distribution Project Capital Budget 200000 Project Expense Budget gg Scope of Budget ai Comments z Lock Date 07 31 2007 04 14 PM Local GMT 7 dollar amounts assigned to each WBS line item in Status Locked View United States Dollar USD the project Budget amounts must be entered Lock Unlock Explanation Project Currency Base Currency United States Dollar USD before commits changes or pay Y Exchange Rate 1 USD 1 0000 USD 50 00 applications invoices can be created Undistributed Capital Amount No of Attachments 0 Undistributed Expense Amount 0 00 N Budget Distributed Amount WBS Code Description Type Distributed Amount CON CC CC CON 00 00 CON 00 000000 CON 00 001000 CON 00 002000 CON 01 01 CON 01 010000 CON 01 01100
2. Portions 2009 The University of Utah
3. Projects Tab The Projects tab contains nodes for Programs and Skire Unifier 027 7 2009 Pubs Admin Projects The Project tab F Company Workspace contains all current projects User Mode File Edit View Help E Mew Open amp Find Projects Current view All 2 temis Number a Project Name Company Name Asset Name l OOOO Rose Garden Pubs Company 6339 Landscaping Pubs Company fi Programs 8 Projects Standard Portions 2009 The University of Utah Figure 4 Projects Tab Page 12 SKIRE UNIFIER USER TRAINING GUIDE Bae Getting Around in Unifier The primary means of accessing Unifier features is from the Navigator located in the left pane of the Unifier window The Navigator The Navigator is similar to a familiar folder system much like a network drive Each feature is stored in its own node similar to a folder Each node is controlled by flexible read and write permissions If you do not see a feature in the Navigator contact the Project Administrator or Company Administrator to verify that you have been assigned the proper access permissions Skire Unifier 02 17 2008 Pubs Ad min Modes and Nodes m Company Workspace Projects Unifier functions or nodes are available in User and Administration User Mode Lx File Edit view Help modes The nodes av
4. Mil v44vv42474 ieee 31 TN 32 Takeda Le 0 RE NE NE 32 PO CU D 1000 NE PE ER 32 EE LE EE 32 Boe Eee ERE EEE EE 35 Viewing the Document Manager Folder Structure and DocumentsS rarnrnnnnnnrnnnnnnrrnnnnnerrnnnnsrrnnnnssnennnn 35 PE DN 39 ON NNN 40 Fondina NMO REE E E EES 40 5 EEE EE E AE 40 Se 116 11 0 EG EE EE E E E E EN 42 eee ON REE EE 42 Payment Applications SOV sr 42 ra 42 JE JOE NE EN EN NE nay nese bent oeera eons 43 es NN en 44 Portions O 2009 The University of Utah Bigan SKIRE UNIFIER TRAINING GUIDE Page 5 Introduction to Unifier Designing building and managing facilities requires extensive collaboration between numerous often geographically dispersed disciplines and entities Throughout the process from conceptual design to facility operations access to accurate up to date information is critical to the success of a project and facility Ow ner Skire s Unifier is an integrated platform that optimizes Operator business processes and creates visibility to enable customers to better manage all of the communications and information required to successfully manage a facility Subcon throughout the lifecycle tractors What is 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 operation
5. information maintained by Contracts group Payment Records Company Workspace Tracks payment records that gt Data Manager have been integrated with the PeopleSoft system Project Requests Company Workspace Track project requests from gt Data Manager campus departments before creating full project New Project Setup Company Workspace Use to request a new project be gt Company Logs setup in Unifier once funding and authorizations are in place Create Modify View Create Modify View Create Integration from PS Contracts limited Company level groups Integration from PS None Company level groups FM Support Staff Project Manager Company level groups Project Managers Team Leads Accounting All Users Project Level BPs All Project level business processes are located under the Project Logs node New BP records may be initiated under Tasks gt New or by opening the specific business process node under Project Logs A E Agreement Commit Create Architect Engineer Agreement A E Invoice Process payment request for services relating to specific A E Agreement A E Modification Modification or Change to A E Agreement Accounting Adjustments Records adjustments for project closeout and other adjustments corrections as necessary Action Items Provides collaboration tool for any items that need to be shared with other project members Create Modify View Cr
6. Director Requests ACCOUNTING Bus Serv Financial Manager 2 Project setup a Once itis determined that the project is funded and authorized the PM initiates the NEW PROJECT REQUEST bp record located under Company Workspace gt Company Logs Required Documents Documents to be attached to Project Information BP Record Completed New Project Request form and digital project image if available 500 x 300 pixels maximum One or more of the following supporting documents e Signed AE Request form with approved funding e Approved CF amp R Award Notification e Approved Capital Improvements Funding Award notification e Approved CRIC Funds Award notification e AVP FM and or FM Director Request PM forwards request form and supporting documentation to his her Team Manager Team Manager reviews and forwards Unifier Setup Request documents to ACCOUNTING ACCOUNTING forwards request to PROJECT ADMINISTRATOR to create UNIFIER project record Project Administrator creates Unifier Project and notifies FMSS PM and ACCOUNTING mera Portions O 2009 The University of Utah f g h can be issued 3 Project proceeds Establishing a Project Budget for Unifier SKIRE UNIFIER TRAINING GUIDE Page 21 FMSS creates Project Information record with information provided by PM PM creates Project Status record to track project progress ACCOUNTING records funding and accounting information PM submits CBE to ACCOUNTING for entry into Unifier m
7. Hospital H Contractor Schedules HL Reports Feud ASI E Poo ld Fu IE i oD Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 37 The folder contents will be displayed in the contents pane FIEIBNETLES DUPppurl LL File Edit View Help EF New G amp Open A Find 2 Upload c Download X Delete 3 Check Out Comments E Permissions Properties Current Phase Payments Current View All Project Documents 14 Item s Page 1 of 1 Display 100 items pe 0 Reference Documents 3 03 Funding and Budget D amp amp Ref BP Names Size Upload Date Owner Title Rev No Issue Date Pub No Complete a Correspondence fri 07001 7 pdf 281 KB 03 14 2008 Marquette Hughe 1 0 g Costs 2 07002 7 pdf 279KB 03 14 2008 Marquette Hughe 1 0 Design A 20000 WHW7002 6 pdf 179KB 02 01 2008 Kelly Chidester 1 0 mC Procurement 2 20000 7002 1 pat 101 KB 02 01 2008 Kelly Chidester 1 0 m Contracts a 20000 7002 2 pdf 98KB 02 01 2008 Kelly Chidester 1 0 m Modifications 2 20000 7002 3 paf 101 KB 02 01 2008 Kelly Chidester WHWW Inv 07002 1 10 23 2007 1 0 BS er by 2 20000 7002 4 pat 95KB 02 01 2008 Kelly Chidester 1 0 a Construc Eg 20000 7002 5 gif 64KB 02 01 2008 Kelly Chidester WHW Invoice 700 1 10 17 2007 1 0 m Fumishings and Equipment 2 20000 FMA 14 Wilson 08 1 58KB 02 21 2008 Marquette Hughe 1 0 a Other 2
8. Messages are located under the project s Collaboration node Drafts When a user initiates a new record or makes changes to a task without sending the mit record to the next step Unifier saves a draft copy of the record Only the initiator may view the changes until the record is sent to the next step for the project Funding Sheet Located under the Cost Manager node the Funding Sheet lists all funding sources allocated and received for the project as well as expended funds A project must have funding before any budget or commit data can be recorded Summary In addition to the project home page each project has a summary view page The summary view has both a standard and user view The system defaults to the user view Standard View The system generated view which summarizes cost task and BP record information The standard view provides a cost summary for all items that appear on the project cost sheet User View Customized by each user to display desired information in graphical or table view User View elements can be edited by clicking Edit on the menu bar and selecting either the left or right column Alerts Alerts are created by the user to provide notification on various conditions and events Prior to creating an alert the user must create one or more user defined reports which are used to generate the alert s Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 9 Getting
9. Started Log in and Out of Unifier Unifier is a Web based application and is available from any computer with an Internet connection and Internet Explorer 6 SP2 or 7 installed To login into Unifier type www skire com in the Web browser address bar and click Go or press Enter On the Skire home page select Unifier from the login dropdown and click GO Enter your Username and password oo to Skire Windows Internet Explorer File Edit View Favorites Tools Help k welcome to Skire Skire Products v http www skire com index html menu3 28Submit x 198Submit y 9 F 9 gt 000 i Links Customize Links into the Login box Your Username is GN gt E Page G Took P your uNID number Your password is the Unifier password supplied to you C co Solutions Services Industries Customers Partners Company by the Unifier Administrator 2 Unifier ues skire com Windows Internet Explorer By SKIre posg If you forget your password contact TE the Company Administrator Skire Login Username uNID Trainer or Skire Customer Support Password leccccccccccccs Cancel Once logged in you will see the User k Contact Form Home Page Click Here What kind of CSEMES MENES are we saat Vite Oe Un ce ee Va We re the kind that helps customers complete capital programs faster The kind that helps DE 5 them manage
10. Workflow durations are generally set for each workflow However when the due date is modifiable a small calendar icon will appear near the due date field Due Date 03 16 2008 01 58 PM Local GMT 7 Clicking the calendar icon allows the creator to modify the workflow due date The workflow due date cannot be modified after the create step Late workflow records are permanently shown in red text WBS Work The work breakdown structure WBS represents the specific cost areas associated Breakdown with each commit The University s WBS codes are standardized using the Structure Construction Specification Institute s CSI codes Each commit within a project is associated with one or more WBS codes Payment amounts against a commit cannot exceed both individual WBS codes and the total commit amount Schedule of A Schedule of Values SOV is created for each commit record within the project The Values SOV maintains a record of all WBS lines changes and payments associated with each commit Users with appropriate permissions may view the SOV by opening the Commit Change or Payment felpijdgtreaa elpm elsiee eae Oe Le LT ae elg record and clicking the SOV pena ene Help button or by opening the Cost Manager gt Schedule of Close Window E save 0 AddAttachment sov Values node in the project _ _ navigation pane Pay A request for payment against a Construction Contract Commit Pay application Applic
11. any project a new project must be created in Unifier Projects without funding or under initial investigation will first be recorded in the Project Request BP If a project request already meets the requirements for creating a new project the Project Request process may be bypassed Project Request A Project Request Record is created when an informal or unfunded request is received from a department and requires a funding or b further investigation prior to creating a Unifier Project The Project Requests BP is located under the Company gt Data Manager node in Unifier 1 Create Project Request Record a FMSS creates new Project Request as requests are received b PM assigned to request by team manager c Record Ownership transferred to PM 2 PM maintains request record until requirements for creating a project are met a If project proceeds i PM forwards project setup documents to initiate new project to Team Manager and then to Accounting ii After funding verification Accounting forwards request to Project Administrator for setup b f project will not proceed PM sets Request BP status to inactive Initiate a new project 1 Requirements for creating a project in Unifier Signed AE Request form and approved funding plan and or Approved CF amp R Award Notification and or Te Approved Capital Improvements Funding and or PM Project Manager Approved CRIC Funds and or PROJECT ADMINISTRATOR Keith or Greg AVP FM and or FM
12. indicate percent complete on in progress documents Location Indicates folder storage location within the Document Manager The following actions can be performed on documents within the Document Manager e Open To view the file contents double click the file Depending on your Unifier Preferences the document will open in its native application application must be installed on the computer or in the Cimmetry Viewer application Cimmetry allows the user to view and markup any supported document type without having the application installed on the computer e Upload To upload files directed to a folder the user must have the appropriate permission To upload a file or complete folder select the destination folder in the Document Manager and click the Upload button The upload dialog window will open Follow the instructions for uploading or attaching documents e Download Similar to opening a file Download allows the user to save a copy of the file to a local disk without opening the file first Download permission is required To download a file or folder select the item s and click the Download button Follow the screen instructions to indicate where the file s will be saved e Delete Select the file or folder and click the Delete button The user must have delete permissions Files attached to BP records cannot be deleted Deleted files will be moved to the Recycle Bin e Move To move a file or folder select the item and click E
13. information by selecting the appropriate Constr Contract Number FMC 0014 Select Contractor Company AVALON CONSTRUCTION INC Update Project Phase Date and Project Dates and Status Percentages as the project Start Date 08 01 12007 05 00 PM Local GMT 7 ma Project Phase PG progresses Est Completion Date 06 30 2008 05 00 PM Local GMT 7 7 Phase Start Date 03 21 2008 05 00 PM Local GMT 7 FF Rev Completion Date O Je Design Complete ag Substantial Comp Date ma Constfuction Complete 0 Act Substantial Comp ma Date Project Close Date ma Budget Status On Budget O Running Under Budget Running OVER Budget Once a Construction Contract is created select it here to display Contract contact information here ct from the Contract Number pull down Name Charles K Ingram President Office Phone 801 486 8903 Schedule Status On Schedule Minor Schedule Delays Major Schedule Delays Ahead of Schedule Current Status 4 Provide a current project status and summary summary is displayed on management reports Current Status Summary Current Status 08 01 07 Enter general project status updates here Text entered in Current Status appears on management status reports Additional text can be added by scrolling to the end of the text click at the e
14. real estate facility and IT project portfolios more profitably And the kind that ie Gann N NOTE Your Unifier password is not synchronized with the campus CIS system The Unifier password must be between 8 and 20 characters and must contain at least one number and one special character Unifier passwords must be changed every 180 days Passwords can be changed in the User Preferences window See page 15 FYI If your Unifier session is inactive for more than 60 minutes you will be automatically logged out from the system The system will remain open on your screen but you will be prompted to login again Any unsaved information will be lost To log out of the Unifier system click the Logout link located in the upper right corner of the Unifier window Click here to logout Preferences To ensure security and allow for proper logout you should avoid S clicking the Red close button E acurement powerful 3 s system o q Ed on the browser window Bie ET aa rath dd ft Vett A EN Portions 2009 The University of Utah Items Requiring Your Attention Projects you can access 0 Tasks 0 Total 0 New 0 Late Messages 0 New Page 10 SKIRE UNIFIER USER TRAINING GUIDE O Bae Understanding the Unifier Interface The Unifier interface is simple and easy to navigate All company and project information is only a mouse click away Every module feature and record is acces
15. will also have an SOV e gt Close Project Logs The Project Logs node lists all available BP types in the project Click a BP type to display all BP records in the right pane for that type To open a specific record double click the record in the log list l Unifier ustage skire com Windows Internet Explorer l a S Unifier 07131 2007 Peter Payer User Mode E Fue Eat View Help new Racopy weOpen A Find impor Export Tempiste Construction Comract howoinny Company Name a Task Title Orginal Contract Date Original Contract Sum AE Company FMC 0014 AVALON CONSTRUCTION INC 50000 AJC Architects ome ass EJ Messa 3 4 Orafts uall Comp Progr 3 A Projec Train S i S u 3 Ca a 3 Pro oc Cos 3 Fu E E 8 B S Pro Project log drsplays all BP records for the selected BP type Log entries be reordered by ciciong the desired sort heading at fog on to locate a specific BP record in a long Bst g9gnnmodome gt 1 F q saSSS2s SEBRRMAMMaetvagess 2 sa BER ta amp 245 4 aessgz2zsz2 eepRG 239F 3 SCOCSo eo CS oo ease gt D t 3 ne ade oe al mn erten en ee EE TG fr tn aa En ON Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 43 Reports The reports node consists of user defined reports UDR and custom reports Users may create UDRs that provide project specific data Custom reports are created by Skire o
16. 0 CON 01 012000 CON 01 013000 Construction Costs Capital General Construction Capital General Construction Capita General Remodeling Capita Other Small Construction Capita Procurement amp General Requirements Capita Procurement amp General Requirements Capita Bonds Capita Insurance Capita General Conditions Capita Total 50 000 00 Portions 2009 The University of Utah Page 42 SKIRE UNIFIER USER TRAINING GUIDE Schedule of Values Schedule of Values SOV The Schedule of Values SOV tracks information and financial data from contract change and invoice payment BPs and speeds the processing of invoices for completed phases of the p roject Schedule of Values Base Record FMA 0000000008 Windows Internet Explorer File Edit View E Rows Spit alt General SOV A General SOV is Schedule of Values Currency United States Dollar USD created for a General Spends BPs Description WBS Code Breakdown Original Amount Design Training for Unifier SOFT 33 830000 100 00 4 A non construction Payment Applications SOV A Payment Application SOV is tied to each Construction Contract and incorporates the contract changes and payment applications One SOV is created for each commit Contract A E Agreement etc created within the project Additionally each vendor
17. 20000 VBF 1751 pdf 68KB 02 01 2008 Kelly Chidester 1 0 pr a 2 20000 VBF 1865 pdf 65KB 02 01 2008 Kelly Chidester 1 0 Drawings 2 20000 VBF 1976 pdf 67 KB 02 01 2008 Kelly Chidester 1 0 Mie Specifications 2 20000 VBF 3299 pdf 66KB 02 01 2008 Kelly Chidester 1 0 2 2 Estimates 2 WO 8780 20000 paf 65KB 02 11 2008 Greg Colf WO 8780 01 18 2008 1 0 1 Review Comments The following columns appear in the contents pane o File Type An icon indicates the file type o Comments Indicates that user comments have been added and attached to the file o Locked A paper icon with an arrow indicates that a user has E aii dte checked out the document Other users may view the Payments Current Vie document but it is locked for editing until the user checks in 14 temis or cancels the check out To check out a document highlight the document and click the Check Out button onthe toolbar Ref BP A padlock icon indicates that the document owner has locked p EN U the document as shown in the Figure to the right To access a a U locked document contact the document owner or administrator o Ref Indicates a link to reference files supporting files used with CAD documents To view the reference files highlight the document and click View gt References on the menu bar o BP The paper clip icon indicates that the document is attached to a BP record To view the associated BP record click View gt Linked BP Records o
18. Add Attachment button in the toolbar at the top of the window The remaining three links both allow you to add and view records comments and uMails P aa n ii aii ee _ _ ster E sn nines a gt mn de Total Amount Attachments 0 Linked Records 0 General Comments Linked uMails 0 Workflows When you participate in a business process workflow you are taking action on the form as requested for example review and approve an invoice or respond to a request for information Depending upon the workflow setup you may choose the next recipient of the business process in the workflow or this may be automatically selected for you When you send the business process it proceeds along the workflow and records each action taken at each step Revision Send for Revision Resubmit Send Back Reject for Clarification Review Approval Creation Send for Approve Approval Send for Review In the workflow example above the form is created and filled out then sent for review The reviewer has the option of sending the form for revision after which it is resubmitted to the reviewer or sending it on for approval The approver may send the form back for further clarification or revisions may reject the form or may approve the form Rejection or approval will end the workflow after which the form is no longer editable Some BPs may have multiple workflow schemas available
19. Edit Alert EE EN NE NE sonn ed create one or more user defined reports Description Method Email C uMail Message uMail The uMail system in Unifier is an INTERNAL system and is designed to allow project members the ability to communicate with each other and maintain a record of project gt Untitled Message Rich Text Windows Internet Explorer E BIK communications aT ae EE Send save X Delete Attach V Flag for Follow up The interface is similar to that found in Er Ge External Cc Outlook however it is important to Subject common e mail applications such as remember that Unifier uMail is an Smil v v B I U INTERNAL system The Unifier uMail is also project specific and copies of all messages are maintained in the Public Items folder of the project including messages the user has deleted from his or her inbox The following sub nodes are located under the uMail node Portions 2009 The University of Utah Page 32 SKIRE UNIFIER USER TRAINING GUIDE Drafts uMail messages that have been saved but not yet sent e Inbox uMail messages that have been sent to you e Sent Items uMail messages that you have sent to other project team members e Deleted Items uMail messages you have deleted from one of the other folders e Public Items copies of all uMail messages sent among project team members Note Depending on your pe
20. Furnishings and Equipment 3 Other The document will be removed from the a Work Orders 7 Netcom Unpublished Documents log Pre Design Design Environmental Construction Final Documents F Miscellaneous Include Comments OK Cancel Portions 2009 The Page 40 SKIRE UNIFIER USER TRAINING GUIDE Cost Manager The Cost Manager module consists of the Funding Sheet Cost Sheet Schedules of Value and Cash Flow Curves Funding Sheets Funding Sheet The Funding S heet p rovi d es a reco rd of Project Funding Sheet Windows Internet Explorer File Edit View the fu nding attributed to the g H E Rows fff Columns Gi Spit 4It Fund Assignment Order Project Funding Sheet p roj e ct Unassigned Project Level 0 00 Unassigned WBS Level 0 00 Currency United States Dollar USD e Fund Code Fund Name Funding Allocated Funding Received Uncollected Funding Expended Funds Cash Balance 1 CF amp R R amp D 03 R amp D 100 000 00 100 000 00 0 00 0 00 100 000 00 2 Users can drill down to view additional detail by clicking x 100 000 00 I 100 000 00 j 100 000 00 on the hyperlinked items on the funding sheet apy ov cose rn Approp Co to Proj Appropriate Funds to Training Project Project No 12345 Windows Internet Explorer Fie ER View Actors Help Close Window n Fund Approp Co to Proj as Company to Project Level View Company Fu
21. Help your approval action items and transmittal e m SQ Tas Tasks rent View All Messages ite m S per gt n Compan Project Name Type Number Title Record From Sem for 3 Task Due Received 2 Peers Finn ode Pasop Fevd eey fons VP Sutaiey E G N CW ta sk ite m S WI a p pea r l n BOLD i ae Marriott Library Ri Transmittal XMIT 0002 Tester 001 03 18 2007 Chad Thurma Act noMedge 05 25 2007 05 18 2007 Late task items will appear in RED Previously viewed but yet to be completed tasks appear in normal font 4 BETIQSGHAPED VI 7 ENER Project Logs Agreeme AE nt AE Agreement Modificz AJE Invoice ET R ee ewe ve ET LL eee N Messages Displays copies of BPs on which you have been cc d Drafts Displays saved drafts of BPs that you have created but not yet sent uMail Displays INTERNAL e mail messages from within the Unifier system NOTE You may receive notifications of Unifier uMail messages in your Campus uMail Outlook account however you must manage Unifier e mail messages from within the Unifier uMail system Company Displays company level information Programs This feature is not currently utilized within the University Unifier system Future use of the Program node will allow for UUHSC and DFCM specific projects Projects Displays all projects to which you have been assigned Bookmarks Bookmarks allows each user to create bookmarks to frequently access
22. If multiple schemas are available you will be presented with a schema dialog box when you create a new BP Select the appropriate schema from the dropdown list If you have permissions to the schema the PAPETA A apee meere eare aera BP will open at the Creation step a Receiving a BP as a Task Creaton Date 56 PM Local GMT 7 Status Close Accepted When you receive a BP a task will appear in the project log mdr Denna Fa tJ Task Details of the Tasks node You can also view the task in the om nen aee Prasat 0 Collaboration node or the Project Logs node ae eae When you open a task you will see the View form Before pe ra a NT Amount Short Description Funding Source 100 000 00 Fund Actual Cash to Prject CF amp R R amp D 08 you can complete any work on the BP you must first accept 100 000 00 Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 25 the task Accept the task by clicking the Accept Task button on the view form If the task is sent to a group of users you may choose to decline the task The sender will be notified that the task was declined Create New A E Agreement Project No 12345 Windows Internet Explorer E m Sendi
23. MARISSA Construction Type New Construction Team Manager McNary John Project Type Design and Construction here Total Project Budget 50 000 00 Facility Type Classroom Funding Type Capital Improvement Total Const Cost Est 47 500 00 Bill To Creator Project Information Updating the Project Information Record Project Previous Project Numbers No 2 team members may view the information on this BP es m Client Information Dept Name Training Department Changes or updates to this information must be Client Contact Greg Colf completed by the FM Support Staff To have Client Address 1795 South Campus Drive Cognizant VP Mike Perez information updated create an Action Item and route it to FM SUPPORT STAFF group General Project Data Date Received 97 02 2007 05 00 PN Date Assigned 97 02 2007 05 00 PN Client Org 23590 Client Phone 801 585 3124 Client Email greg colf fm utah edu Client Admin Ken Nye Building No TR 1 Trustee App DFCM Proj No Board of Regents App Contact List Attachments 0 Portions 2009 The University of Utah Linked Records 0 General Comments Linked uMails 0 SKIRE UNIFIER TRAINING GUIDE Page 33 Project Status The Project Status BP allows the Project Manager to track the current status of the project and maintain an historical record of project events Updating the Project Status
24. Projects 3 Training Project Home Create New A E Agreement Project No 12345 Windows Internet Explorer JE m r pes Task appears in Tasks log File Edit View Actions Help Workflow Actions Send to Build Agreement fig a uMail E Send E Save Spelling gf AddLI PA Import LI MRemoveLl BaCopyLi VG Add Attachment Q3 Dis 1 Collaboration k 3 AJE Agreement E a Ga Tasks sa DPO past n n Save allows you to save a draft copy of the BP You ie i Mliperinn April Last Name can open the draft at a later point complete it and State Utah send it to the next step in the workflow Office Phone leserene Zip 84105 Cell E mail jjones ajcarchitectsSAMPLE com Foc 0 60 01 i m Contract Information Note You cannot send a BP to the next step until ena Send to Build Agreement all required fields have been entered and the BP a Chad Thurman Joe Schmo John McNary Keitl does not violate established validations and rules E E If you are unable to complete the step you can ETT a 1 Item s Page 4 of 1 Display 100 items per page either unaccept the task or save the task as a draft 17 esos Inn ge eT S 001 SOFT 83 830000 Design 100 00 Capital Design Training for Unifier Total Amount Attachments 0 Linked Records 0 General Comments Linked uMails 0 Portions 2009 The University of Utah Page 26 SKIRE UNIFIER USER TRAINING GUIDE View Referencing Records When viewing
25. Projects Documents folders or attached to BP records The first three levels of the Document Manager folder structure have been standardized for all projects The folder structure functions much like those found in Microsoft Windows Explorer or My Computer A folder can contain either additional subfolders or documents The Project Manager folder owner or other users with appropriate permissions can create additional folders below the standardized second level folders and upload documents directly to any of the DM folders Viewing the Document Manager Folder Structure and Documents To view folders and documents within the project EG Programs EJ Projects i Elf HEDCO Building Upgrade e Open the project and then click the Document Manager o Summary node e Depending on the user permissions set the user will see die one or two sub nodes Project Documents and Unpublished 2 Collaboration Documents a f Proje qhrfgep iA awo anu aC Doct FE Project Information Project Documents Contains DM folder structure and all a ae 2 3 Document Manager published documents for the project Access to the a Proje EES Project Pocypents x i folders and documents are based on the assigned user et Re gy Unpublishe Documents m i Cost Manager permissions 84 Schedule Manager Unpublished Documents Contains documents that are uploaded through attachments to Business Processes Unpublished documents cannot be viewed in the Project Documents unt
26. Record The Project Manager has access to update the Project Status record This record should be updated as the project status changes or at minimum on a monthly basis To access the Project Status PAT LA Ca eile e t te e em el Mem kafe bek bt dn ko et eat a BP Open the project Click Ea Skire Unifier 7 08 21 2008 Greg Colf Project Information User Mode 2 File Edit View Help gt General and then double 25 Home EE New Cr Open f Permission amp Find Fe mpat Ei Ey Ely Tasks General Current View All click Project Status Bi ine 4 Item s 4 Drafts El uMail EP Company Workspace se ey i Project GL Chart Field c e Projects Project Information F OEG Training Project Ho Project Statu k ET Summa z Project Info n E ski i di Double click Eh Alerts m i uMail m Collaboration EG Project Information a Project Directory E General aE Cost Manager m Document Manager EE Schedule Manager f Froject Logs m Reports File Edit View Help W Edit E Close Window To update the Project Status click the Edit button on the Project Status General Project Information Project Name 0E0 Training Project b Project Status Project Status m toolbar Project Number 142345 Project Manager GARDNER MARISSA AE Information Display the primary AE contact information by selecting the appropria
27. Skire Unitier User Guide GJ UNIVERSITY OF UTAH Portions 2009 The University of Utah Bigan SKIRE UNIFIER USER TRAINING GUIDE Page iii Table of Contents Table of Contents FTE OCC CON oe L EE EEE EE EE A 5 FE EET EEE NE 5 TST WM OO RE EE EEE EE AE NE EEE 6 Ca SE EEE EEE EE 9 PENT N 9 Understanding the Unifier NET ssaiiiciesciccecnsedondsosaiswassiendtatinntdstuansietasanonodsaasinsaetiusesdbudneseianssesatecnnlosactaevestaes 10 Ne 10 el 444 10 Or NNN 11 POV 0 EEE EEE 11 Sue EE et ag sersaces ect chance a detase brid atts Sctonduee aelantetem eee E 12 Me NN 12 Moe NN 12 MT Speers E E eects ef tee E E 12 PS acre peo seers espe E si seca ee aes gona aa ca oars sano Sh cecueams A ad 12 FT 13 EE E ES 15 FEIN 15 FAN 17 Fen e T 19 WENE APO EE EE EN EE ER 19 Pels 19 HOW ENN Ne 19 Ne Project Setup PO 20 Establishing Project Budget for Unifier ssinicssciticcesaveracesnredbcevavhousniness siartunsendensedsiavavesesnendseiianeestarborseeess 21 PETN 21 61 EE EE EEE EE ETEN 22 KE Ken Gea EE astern E E atiateane 23 Portions 2009 The University of Utah Page iv SKIRE UNIFIER USER TRAINING GUIDE Bae ee 45444444 23 Ve OE ERE OE EE EE 24 Fers Flau 24 Sending a BP to the Next SOD dccisscsncvsscessewinwecetevsencnscksiecsssasneteavabanwasteanosunsetsiessasentesantedsevenieamsaenewaverenbers 25 NNN ENN 26 Enmon ced FRO TOO ereraa E A E 26 BUSINESS POESI 27 Voes 29 UNN 29 MN 31
28. a record that is referenced by other records Example You are viewing a construction contract record and want to see all the change orders or payment applications that reference it you can view referencing records Home Company Workspace I Projects User Mode M Fie Edt View Help 5 Projects Standard CH New Ba Copy G Open Find To VI ew refe renci ng re CO rds ti Park Construction F Base Base Commit for PA Bulk Workflow Ac Summary Alerts File Edit View Actions Help of pas send Received 1 Open the BP record amp G Collaboration 3 Information Click View gt Referencing Records Gates a EJ Cost Manager Bulk W In the Referencing Records window select the Record mr sene Due Date Type OVEN Schedule Manager Vendor Theme Logs amp Base Commit for PA Ey Budget Changes Figure 8 View Referencing Records Open BP Record Referencing records are displayed You can open a referencing record by double clicking the record E Referencing Records Internet Explorer provided by Dell ar Record Type Change Commit for PA Reference Commit sl Change Commit for PA Reference Commit di l Change Order Request Reference Commit wa Payment Applications Reference Commit Ge Open S Find Close Window Change Commit for P Current View All 1 Item s Page 1 of1 Record Number Tile Amount Due Date reator Creation Date CCPA 0001 Ik Workflow Acti
29. agram illustrates the project development process The various BPs are shown to indicate when they are created in the project The shaded area on the diagram represents activities that currently occur Project Setup Request Form outside the Unifier environment Budget Supplies Project Budget ace Numbers to Accounting In addition to the Business H PM N Processes see Page 21 fora Complete Funding Plan Initiate Fund te en As Project Information BP d listing of BPs several other Funding BE modules are available to track P project costs and contract R obligations These nodes are Project Cost Sheet SOV SOV SOV located under the Cost Manager module See Page 40 for more very a ot details on the Cost Manager SS m od u le AJE Agreementis How are Projects Created At this point the initial project organization negotiation and a Construction Pay Application s NE Invoice s General Spends Invoice approvals function outside the EEE Unifier environment Once a project has been approved to move forward the company administrator will create a EE Project in Unifier The project team members will be added to the project and users will be able to access the project page in Unifier Portions O 2009 The University of Utah Page 20 SKIRE UNIFIER USER TRAINING GUIDE Bae Unifier Project Setup Process Prior to creating ongoing commits for
30. ailable ae El iy Programs EE hey Lar Open Ca Find dependent upon the permission levels Rose Garden Home granted to your user account J Projects Standard Ed Rose Garden Home E f Summary Ef uMail eS Collaboration p H D Information Gates Modes User Mode User Mode is where you will complete your day to day tasks in Unifier From here you can create BPs review Cost Sheets SOVs read and EG Cost Manager respond to Unifier uMail messages and 3 43 Document Manager review project summary information 3 4 Resource Manager G8 Schedule Manager H E Logs HA Reports Figure 5 Navigator Administration Mode Administration Mode allows users with appropriate permissions to setup and maintain company and project properties Unifier features data structures BP forms and workflows Nodes When you first login to Unifier you are placed at the company level user home page The nodes at the company level are Tasks Messages Drafts Company Programs and Projects Clicking on a node will display the available objects under that node in the right pane of the Unifier window Portions 2009 The University of Utah Bigan SKIRE UNIFIER TRAINING GUIDE Page 13 Tasks Displays all tasks that have been sent Unifierustage skire com Windows Internet Explorer to you Tasks may include BPs that require BS unifier 07 31 2007 Nancy Numbers i User Mods M file Edit View
31. ation records are routed through the project manager for approval and can be integrated with the University s PeopleSoft system Only one pay application per commit may be in process at any given time Cost Sheet Located under the Cost Manager the Cost Sheet provides a summary of all costs associated with the project Individual commit SOVs automatically roll up into the cost sheet Document The Document Manager provides a repository for all project related documents The Manager DM functions similarly to a Windows file system with folders subfolders and documents Any type of document can be stored in the DM Documents can be uploaded directly into the DM or published to the DM by attaching documents to a BP record The Company level Document Manager serves as a repository for general documents and templates Access to the DM and documents is controlled through permissions assigned by the system administrator Portions 2009 The University of Utah Page 8 SKIRE UNIFIER USER TRAINING GUIDE Bae Unpublished Documents attached to BP records are temporarily stored in the Unpublished Documents Documents folder until the Document Publisher or Project Manager publishes them to the appropriate DM folder Serves as the Root directory for the Document Manager Subfolders and documents Documents are stored under the Project Documents folder When a user is copied on a business process task or step the user will receive a message
32. c business process Most business processes will have one or more workflows available Specific user permissions will determine which workflows can be completed As the BP workflow is routed assigned users will accept and complete tasks within the workflow Commit A commit represents a contract or agreement within the project A commit must be created prior to processing any changes or payments against the commit The amount of the commit and its associated WBS codes are recorded on the commit SOV When a commit is created the system verifies available budget If the project has sufficient budget the commit is recorded If the commit exceeds the available budget a budget change must be processed prior to sending the commit record to the end step The following commits are used within the Unifier system Construction Contract A E Agreement PO Requisition and FM Small Commit See Pay Application or Invoice See Schedule of Values Summary of all SOVs uMail Internal Unifier electronic messaging system Unifier uMail messages can be sent to other project users and external email accounts External users cannot respond to messages sent through Unifier All uMail messages are maintained as part of the project log 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 yo
33. d removing Remove LI detail line items are located at the bottom of the BP window below the line item list f add Bacopra Byimpon Remove Bexpon Find Depending on the type of BP you are working with and your permissions on that BP some or all of these controls may be hidden or disabled Line Item Find As business processes are revised to include 9 1 functionality the Detail Line Item Find feature will be available Once this functionality has been added clicking the Detail Find button will open a find dialog box with searchable fields You can enter the search criteria specific the operator equals does not equal contains etc and click the Search button To view the detail results drag the Find dialog box up and out of the way Note Closing the Find dialog box clears all search results and returns you to the complete detail line item listing El une Item List G i Oltemis No vAccount Code Picker ef Add Ba Copy 5 Import Remove ET Export Carn Total Amount _Attachments 0 Linked Records 0 Note a Simple type BP for publishing basic information does not have a Content section Portions 2009 The University of Utah Page 24 SKIRE UNIFIER USER TRAINING GUIDE e The bottom portion of the BP window indicates any attachments linked records to other BP records general comments and linked uMails for the BP Attachments are added by clicking the
34. dit gt Move The Move window will open select the new folder location and click OK e Copy Creates a copy of the item in a new location This permission is not currently assigned If a file needs to be copied contact the Document Administrator for the project e Rename Renaming files once they are in the Document Manager is not currently permitted e Lock Unlock Prevents editing of a file within the Document Manager The owner and document administrator can lock and unlock files A file can be locked by clicking Edit gt Lock e Check Out Check In Used to lock files during editing The user checks out the file edits it and then checks in the revised file While the file is checked out other users may view but cannot edit the file e Find To search for files by name or other properties click the Find button or click View gt Find Provide the appropriate search terms NOTE Detailed functionality and use of the Document Manager functions is located in the Unifier User Manual To access the Unifier User Guide click Help on the Unifier menu bar Portions 2009 The University of Utah O Bye SKIRE UNIFIER TRAINING GUIDE Page 39 Publishing Documents Documents attached to BP records must be published before they are visible in the Project Documents folders The Project Manager Document Publisher and DM Administrator LI ee ape Li ee have publish permissions Projects PE HEDCO Building Upgrade Fume To publish a document op
35. e codes The available codes vary with the project size however all codes are derived from the Construction Specifications Institute CSI 800000 000 000 Kl re gt Close Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 41 BEIE Project Cost Sheet Windows Internet Explorer MasterCode set More information about the EE Bier Bay Bin Project Cost Sheet Q Fina spiit Freeze ghFund Assianment CSI codes can be found at www csinet org Currency United States Dollar USD WBS Code Approved Budget Changes Current Budget A 0 00 0 00 no Original Budget 45 000 00 35 000 00 35 000 00 Construction Costs General Construction CON CC CC CON 00 00 CON 00 000000 CON 00 001000 CON 00 002000 CON 01 01 CON 02 02 Fl CON 03 03 aiaiai 10 Cell Details CON 35 000 00 35 000 00 General Construction General Remodeling File Edit View Help Close Window WBS Code Description CON 00 000000 Currency General Construction Cell Total Amount United States Dollar USD 35 000 00 Status Open Column Name Original Budget notes 0 Attachments 0 35 000 00
36. e page layout including orientation header footer and summary information Edit Report Windows Internet Explorer General Data Elements Layout Permission Schedule Layout Summary al Page Setup E Title Page Size Letter 8 5 x 11 Header Orientation 4 Portrait das Landscape Summary Page Gi Group By Apply OK Cancel Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 47 Reports can be set to run at specific intervals day week month etc Scheduled reports will be created in PDF format Edit Report Windows Internet Explorer General Data Elements Layout Permission Schedule Scheduled Report Runs Enable Scheduled Report Runs Frequency Daily Weekly end of day Sunday Monthly CS CfE Quarterly Yearly Range of Recurrence No end date End by Additional Information Auto email as PDF attachment to report owner Cancel Click OK to save the report To Runa UDR double click the report title or highlight the report name and click Open User defined Report Cost Figures for FM Invoice Windows Internet Explorer Notes Report Query Parameters BP Record Status equals Select BP Record Business Process Type equals AE Invoice Construction Pay Applica Select BF Record Approval Date between from Pa to 3 Report Format H L Ocsv Exel OPDF Save results in Unifier Currency Project Currency Run Cancel
37. eate Review View Create Review Create Modify View Portions 2009 The University of Utah Contracts Contracts Project Members Accounting Project Manager Project Members Project Manager Team Manager Accounting Contracts Project Members Accounting Accounting Project Members Project Members Project Members Page 28 Bae Budget Change Construction Change Construction Contract Commit Construction Pay Application Escrow GL Chart Field FM Small Commit FM Small Commit Change FM Small Commit Invoice Fund Approp Co to Proj Fund Approp Proj Cash Other Costs University Other Costs Vendors Request Budget Change Modify Change terms to a specific Construction Contract Create a Construction Contract for a project Process payment request for work performed on a contract Maintains General Ledger information necessary for Integration Used for commits under 10 000 Modify Change terms to a specific Small Commit Process payment against Small Commit Provide Funding to Project Record Actual Cash Funding Deposits to Project Records accounting information for University related transactions other than A E Agreements and Construction Contracts Records accounting information for transactions from Vendors not covered through A E Agreements and Construction Contracts SKIRE UNIFIER USER TRAINING GUIDE Create Approves Vie
38. ed programs Bookmarks projects business processes and modules se P PE GF Organize Bookmarks function similarly to the Favorites function in gt Internet Explorer Name Rose Garden Tasks Add Home The Bookmarks link is located in the upper right portion of ere the Unifier window next to Preferences Click bookmark to open Opening and Accessing Bookmarks n li To open your bookmarks click the Bookmarks link A dialog box with a list of your current bookmarks opens To open one of your bookmarks click the Boomark Name Portions 2009 The University of Utah Figure 6 Bookmarks Page 14 SKIRE UNIFIER USER TRAINING GUIDE Bm Adding a New Bookmark 1 Navigate to the node where you want to create a bookmark FJ Home Company Workspace Projects User Mode File Edit View Help Programs EF New Ger Open OS Find E e Projects Standard Tasks Current Vier All Rose Garden Home g Summary E A Alerts Ei Type Number Title ig uhai Collaboration y Tasks FP Messages a Drafts term s 2 Click the Bookmarks link Bookmarks Preferences Support Logout i 3 With the Bookmarks dialog box open click A Organize the Add button Note You can change the Beekman ks bookmark name before you click the Add Nanie Rose Garden Tasks button to create a more descriptive name if Home desired Pub
39. en the Document Manager node in the desired a il ets project Click the Unpublished Documents node mB uMail m Collaboration ef Project Information 9 43 Document Manager Project Documents g Unpublished Documents 3 3 ost ager A list of unpublished documents will appear in the Unpublished E G Schedule Manager 4 Project L Documents log amp Project Logs File Edit view Help Open A Find Download GS Publish amp Comments GA Properties Unpublished Documents Current View All 1 lemis Highlight the O Ref Title File Name Size Publication Dat pe 200048 pdf 312KB 0318 2008 Focument to be published only one document at a time can be published and click the Publish button Note The document type will determine where the document should be published The type can be determined by looking at the associated BP record number or opening the document and viewing its content If a document is published to the wrong location it can be moved to the correct folder by the document owner Project Manager Document Publish File Windows Internet Explorer E m Publisher or DM Administrator pia aoe a Current Phase Select the appropriate destination folder from the 51 429 Project Documents F Reference Documents folder list and check the Include Comments box at Jet the bottom of the window then click OK to publish gr sl the document a Construction
40. he Project Summary node provides an overall picture of the project Two views of the project summary information are available Standard and User View Portions 2009 The University of Utah Page 30 SKIRE UNIFIER USER TRAINING GUIDE Standard View The system generated view which summarizes cost task and BP record information The standard view provides a cost summary for all items that appear on the project cost sheet User View Customized by each user to display desired information in graphical or table view User View elements can be a a edited by clicking Edit on the menu bar and selecting either the left or right column corcar Document Masegemest Total Documents Mander of fies Guamess Process Records p BP for Current User at Agreement Users can switch between User and Standard view by clicking View on the menu bar and selecting the desired kire _ fa Skire Unifier 03 10 2008 Greg Colf User Mode view El 5 2 Home E Tasks H Messages El Portions 2009 The University of Utah Task iformation By BF of Current User Escrow GL Chart Field Users Currently Logged in by Company University of Utar File Edit View Help Summary BEEDLE Project Proiect No Proi 20000 O Bye SKIRE UNIFIER TRAINING GUIDE Page 31 Alerts Alerts are created by the user to provide o EFS en Er notification on various conditions and events
41. il they have been published to a folder location The document owner Project Manager and Document Publisher have publish permissions The publishing process will be discussed in the next section Portions 2009 The University of Utah Page 36 SKIRE UNIFIER USER TRAINING GUIDE Click the Project Document node File Edit View Help EF New Open amp Find dh Upload oy Downl Current Phase g Project Documents 4 Root Folggr Reference Documents navigate folders click the desired H E Funding and Budget folder in the folder list Subfolders can Em a be viewed by clicking the symbol The Project Documents node will open on the right side of the screen To First level folder Design Ae Second level folder Users may create Construction additional folders at this level located to the left of the parent folder E A ings and Equipment name To view the contents of a ae as other ie folder click the folder icon or name Ei Pre Design Design m Drawings 4 J Change Order Drawings O Meeting Minutes m CCO Environmental 4 Haz Mat Final Documents Certificates One Year Inspections Substantial Completion and Punch Lists _ Final Inspection H Warranties J O amp M Manuals _ As Built Drawings Releases GI Miscellaneous a Recycle Bin m Specifications Click to view subfolders Fe Estimates HL Review Comments FL Addenda a Construction m FFI EL ILSM ICRA
42. ingle daily digest box if you would like to receive all messages in a batch e mail message NOTE Digests are sent at 2 a m Pacific time every morning Proxy Proxy users can be granted rights to access your account and complete tasks and other functions on your behalf General Time Zone Date Format Viewer Option File Transfer Option Email Subscription Options GMT 07 00 Mountain Standard Time Denver MM DD YYYY HH MM AM Native Basic CI Send notifications in single daily digest Business Processes Personal tasks Decline tasks Overdue personal tasks Messages Discussion group comments Cl Record workflow complete Document Manager Document upload Transfer ownership Move Delete Document revise Folder rename User Preferences Windows Internet Explorer B x General Security Options Users who can act as my Proxy Add Settings Remove Users I can act as their Proxy 4 Proxy Login Settings Name E Mail Proxy User Settings Proxy Name E Mail Proxy Status Proxy User Windows Internet Explorer a x Grant Proxy Access To Start Date Time End Date Time Status Inactive Active OK Cancel Apply OK Cancel Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 17 Support The Support link provides contact information for S
43. kire Support Windows Internet Explorer Customer Support Before contacting Contact eterna Skire Support you may also contact p Contact Information the company administrator or Skire Customer Support trainer for specific questions on the EE Supporlgistine som Phone 1 866 GoSkire 1 866 467 5473 University system The Download tab provides access to the Unifier viewer and file transfer applications E mail Notifications Depending upon the user preferences you have set for your Unifier account you will receive a variety of e mail notifications Inbox Et O g From subject Received Size VF 5 Date Today i uStage Greg Colf Uofu A E Invoice FMAI 0000000027 is sent to you for PM Approval Thu 2 21 2008 3 SKE wi H uStage Orson Oversee Unifier e mail message Thu 2 21 2006 3 5 KB w j H uStage Orson Oversee UofU You have been copied on Transmittals XMIT 0002 Thu 2 21 2008 2 7 KB iol i H uStage Orson Oversee UofU Action Items AI 0007 is sent to you for Response Thu 2 21 2006 7 T KB as uStage Peter Payer UofU A E Invoice FMAI 0000000014 is sent to you for PM Approval Thu 2 21 2006 7 3 KB T ante dn 2 gg tn temmes Copied In the screenshot below the third notification You have been copied on Transmittals XMIT 0002 indicates that the user has been CC d on a business process No action is required on the part of the CC d user To view the message login in to Unifier a
44. lumn names are Number and Name Tasks or New uMails Number Name Tasks uMails Company Name Figure 2 Home Tab Portions 2009 The University of Utah Bigan SKIRE UNIFIER TRAINING GUIDE Page 11 The User Home Page is your initial display screen in Unifier From the User Home Page you can v v Review all of your projects tasks or messages with a single click Quickly view which of your projects has active tasks or new uMails for you View system wide project announcements Access Unifier functions using the Navigator Company Workspace Tab Unifier http Hustagebeta skire com Windows Inte 03 20 2009 Orson Oversee The Company Workspace tab contains nodes KG l Ire i for Collaboration tasks messages uMail at Skire Unifier the company workspace level Data r Company Workspace Projects Manager Delegated Hospital Projects Project Requests Payment Records Vendor Sonnets M at int Master etc Document Manager standard f5 University of Utah Home Elen Gar Open forms design standards other company lt Summary University of Utat level documentation Company Logs New Collaboration Location Mi Project Setup Unifier Issues tracker and nrag Den senager G f a Company Logs Description Reports user defined search reports status eh Reports The University of Ut reports etc ContactName Cl Home Page URL ht Help URL Figure 3 Company Workspace Tab
45. n request and cannot be modified by the user Unifier ustage skire com Windows Internet Explorer W SKi Unifier 08 28 2007 Greg Colf Preferences User Mode File Edit View Help B Home E New ByCopy Open Edit X Delete A Find Saved Results Qy Tasks User Defined Reports J M e 2 s 4 Item s Page 1__ of 1 Display 100 items per page z uMai 7 5 nd Name Description Data Type Report Type Owner Scheduled Last Run Date Project Information for FM Invoice Pulls ProjectInf Project Inform Tabular Greg Colf E Programs Cost Figures for FM Invoice Pulls costfigure CostTransac Tabular Greg Colf a Projects Alert High Pay Application Construction Alert Greg Colf Daily 08 27 2007 3 Training Project Home AE Invoice AE Invoice Tabular Greg Colf 22 Summary A Alerts S uMail Collaboration fE Project Information 7 Document Manager 8 Cost Manager 8 Funding 8 Cost Sheet 7 5 Schedule of Values Cash Flow HE Schedule Manager amp Project Logs Reports f User Defined User Defined Reports within the Project 4 Reports can be generated in HTML web CSV Comma Separated Value for Excel Excel includes formatting and PDF formats When creating a new rep
46. n the menu bar NOTE Documents attached to BP records cannot be deleted from the Document Manager o Name The filename of the document Once uploaded the filename of the document cannot be modified Size Document file size Upload Date date the document was uploaded into the Document Manager Owner Indicates the owner of the document or folder The owner has all permissions to the document Ownership is determined by the user who uploads or published the document to the DM folder This property does not override the ownership property within the document itself viewed by opening the document in its native application and viewing the document properties o Title The title that was provided when the document was either attached to the BP record or uploaded into the Document Manager folder o Rev No Indicates that multiple versions of the same document are stored in the DM Past Revisions are viewed by clicking View gt Revisions and selecting the desired revision The Rev Portions 2009 The University of Utah Page 38 SKIRE UNIFIER USER TRAINING GUIDE Bae No is assigned by the Document Manager when a version of the same file same filename is uploaded or published to the same folder o Issue Date Date provided when the document was attached or uploaded Used to indicate when the revision was effective Pub No User defined value to indicate a publication number for this document Complete User defined value to
47. nd and type in additional text Business Process Details Business process details should be modifed by the project administrator Status should be set to active Creator Orson Oversee Status accepted v 3 Status Update Details 2 Item s Page of 1 Display items per page No Date Project Phase Start Phase End Status Brief Status Update Details hase ate ate 002 03 21 2008 Preplanning 03 21 2008 Work Completed 001 08 01 2007 Startup Com 08 01 2007 Initial Project Star Detailed status updates can be provided for each phase Each I Status update details are added by clicking the Add LI button at the top of the BP window Attachments 0 Linked Records 0 General Comments Linked uMails 0 Once the necessary information has been updated click the Finished Editing button to save and close the Project Status record Portions 2009 The University of Utah Bigan SKIRE UNIFIER TRAINING GUIDE Page 35 Project GL Chart Field The Project GL Chart Field BP is created and maintained by anyone in the Accounting group This BP provides information necessary to integrate pay applications into the University s accounting system Document Manager The Document Manager will serve as a repository for all project related documents Based on permissions assigned project members can collaborate revise and markup documents in the project Documents can be uploaded directly to the
48. nd click the Messages link and select the message from the message log A view form of the BP record will open q uStage Orson Oversee UofU You hare been copied on Transmittals XMIT 0002 mn Thu 2 21 2008 Note Once the record has moved to the next step in the workflow the notification message will no longer appear in the messages node within Unifier Portions 2009 The University of Utah Page 18 SKIRE UNIFIER USER TRAINING GUIDE Action Required On the second and third notifications the user has been sent a task that requires either Response or Approval The for action the user receives will vary depending on the business process and workflow used To complete the task login to Unifier and click the Tasks link and select the desired task H uoStage Orson Oversee UofU Action Items 41 0002 is sent to you for Response Thu 2 71 008 7 T KB WF H uStage Peter Payer UofU2 A E Invoice FMAI 0000000014 is sent to you for PM Approval Thu 2721 2008 2 amp KB as Document Change Request udcr 0003 is sent to you for CS Assignment Unifier Pubs Admin pbc Unifier_Notification skire com Sent Sunday February 08 2009 10 07 PM To Amy Wachtler This is a system generated e mail message Do not reply to sender Document Change Request udcr 0003 is sent to you for CS Assignment From Pubs Admin Sent For CS Assignment Task Due Date Project Name Rose Garden Sponsoring Company Pubs C
49. nds allocated to Project Level used as place holder for budget validation Actual funds received recorded using another cost BP Two business processes are associated with the Funding record anbe BSG Ge Masi S h e et g Status Close Accepted Fund Approp Co to Proj Moves funds from the Company Fessenden eaten level to the Project level Funds must be appropriated E project nag sources Show Currency im Transaction Currency s Page 1 of 1 Display 100 items per page before Budgets and Commits can be created Funding Sous seunt_ ShotDescpten Gammen 00 CF amp R R amp D 08 100 000 00 Fund Training Project Fund Training Project trom Fund Cash to Proj Records actual cash deposits available to the project Attachments 0 gt Project Cost Sheet Windows Internet Explorer a x Both funding BPs are created by the a ak File Edit View Accou nting group Savas Ef Export impot E Rows Columns amp Find D Split E Freeze 4 tFund Assignment Order Project Cost Sheet Currency United States Dollar USD Cost Sheet Current Budget Approved Original Commits Approved Commit Changes Cost Sheet The Cost Sheet providesa i scuse msme mm rm mg detailed accounting of the project s budget and costs The Cost Sheet functions much like a spreadsheet with a number of rows and columns The rows listed on the Cost Sheet and associated SOVs are called WBS Work Breakdown Structur
50. ng a BP to the Next Step File Edit View Actions Help Workflow Actions Send to Build Agreement v flsend E Sae amp Spelling amp AddLI 3 Import LI fRemovelLl ByCopyLl AddAttachment Disc H Once you have completed the actions for your NE Agreement g 3 Click Send ee i i Last Name State step in the workflow you will need to select athens MEE Office Phone 801 466 8818 Zip 184105 the appropriate workflow action and click car E mail jones ajcarchitectsSAMPLE com Fax 801 466 4411 i Send The BP will appear in the To user s task m Contract Information list Cc users will receive a copy of the task but action Dets Send to Build Agreement will not be able to perform any action s on the L kely Kona TaskDue osion2007 TaskNotes select Worktow Action Cr Chad Thurman Joe Schmo John MeNary Keitl mn 2 Verify To Ce and Due t ask Send For Contract Preparation Unifier ustage skire com Windows Internet Explorer m 2 SKIS Unifier Display 100 items per page 07 31 2007 Kelly Kontracts Short Description User Mode v File Edit View Help TE Home EE New Open Find Qy Tasks Tasks Current View All M4 Messages 1 Item s Page 1 of 1 Drafts En Af uMail Type Number Title RecordDue From Sent for Task Due Received v Total Amount 100 00 Compan i B ice AJE Agreem FMA 00000 Create A E Agree 08 09 2007 Kelly Kontrac Contract Prep 08 01 2007 07 31 2007 Linked uMails 0 1
51. nked Records 0 General Comments Linked uMails 0 e Task Details This section shows who the task will be assigned to in the next workflow step or who the task was completed by in the previous step sl Enter SOV File Edit View Actions Help send save V Spelling E Addu E Import LI 7 Remove LI Copy LI Construction Contract gt Create New Construction Contract Project No 12345 Windows Internet Explorer Workflow Actions Select vi Add Attachment Action Details l c Send For e Lower Form The lower N Create New Construction Contract Depending on the workflow setup the To and Cc boxes will be populated with the user or users Select the Workflow action before sending the BP on to the next step rask Notes in the workflow Click the Task Notes icon to add task notes before sending the icon or to read task notes from the nt teen Annies ane tance tr ee ET EN eee matna dami tho pt T ar portion of the BP form contains the details and main content of the record such as Line Items e g Cost BPs like invoices or purchase orders attached documentation e g transmittals or comments or instructions in Text BPs e g Action Items or Requests for Information Portions O 2009 The University of Utah O Bye SKIRE UNIFIER TRAINING GUIDE Page 23 Line Item Controls The Line Item controls for adding Add LI copying Copy LI an
52. ompany Record No Document Change Request udcr 0003 Title Change Request Additional Information Click here to log into Unifier and take a workflow action uMail Message Received Remember that Unifier supports its own internal messaging system uMail When another user sends you a Unifier uMail you may receive an e mail message notification To read this message login in to Unifier and open the uMail node Inbox lt 19 E Date Today uStage Greg Colf UofU AE Invoice FMAI 0000000022 is sent to you for PM Approval Thu 2 21 7008 3 6 KB E uStage Orson Dvyersee Unifier e mail message 0 Thu 2721 2008 3 SKB C EJ u5tage Orson Oversee Uofu You have been copied on Transmittals XMIT 0002 Thu 2 21 2008 7 7 KB Ss uStage Orson Oversee UofU Action Items 41 0007 is sent to you for Response Thu 2 21 2008 7 7 KB EJ ustage Peter Payer UofUuz A E Invoice FMAI 0000000014 is sent to you for PM Approval Thu 2 21 2006 2 3 KB Portions 2009 The University of Utah Bigan SKIRE UNIFIER TRAINING GUIDE Page 19 Projects in Unifier Projects in Unifier are a collaboration space that allows project members to control and coordinate the execution of a project throughout the project lifespan What is a Project A project in Unifier is a collection of BPs users documents records and reports managed inside the University s Unifier environment Project Flows in Unifier The di
53. on CC1 0 00 Training Admin 02 11 2009 aj Double click to open this record Figure 9 View Referencing Records Referencing Records List Enhanced Find Tool The BP Log Find feature has been enhanced to allow you to search by ranges and operators contains equal to not equal to between etc To use the find feature Sk re unifies Ahome Company Yvormspace 1 Open the desired log and click user mose File Est View Hep e r Standar FP New sy Ba Copy G Open the Find button iy Tjassens AEREA apange Summary Siret 2 A floating find dialog opens Ay Alerts age it i var Record Number Title Amount Specify your criteria and grams Find d lj k S h Gates Foam operator s and click Search EY contnape Fa AEE otument Manager 3 To view the search results B Resource Manager From Used equals sement kj Schedule Manager Status ques Al w drag the floating find dialog Tie contains box out of the way Note Closing the Find dialog box clears the find results and returns the complete log listing 4 Clear the find results by closing the Find Dialog box Portions 2009 The University of Utah O Bye SKIRE UNIFIER TRAINING GUIDE Page 27 Business Process Listing The following BPs have been created within the University s Unifier System Company Level BPs Vendor Master Company Workspace Integrated vendor list updated gt Data Manager from PeopleSoft Contact
54. ort the user must supply a report name and indicate the BP upon with the report will be based Report names should be descriptive so that the user can easily identify the desired report The user must also select the data elements to be included create formulas for calculations and designate the report layout Portions 2009 The University of Utah Page 44 SKIRE UNIFIER USER TRAINING GUIDE Creating a new report 1 Click the Reports node Unifier ustape skire com Windows Internet Explorer Skire p Ta ta Skire Unifier 08 28 2007 Greg Colf User Mode File Edit View Help EFi New EaCopy Open EJedt X Delete A Find BG Saved Results U lt fined Reports 4 E E 24 Home g Tasks a Messages a Drafts i uMail 653 Company EE ee PJ da Project Information for FM Invoice Pulls Project Inf Project Inform Tabular Greg Colf c Programs Cost Figures for FM Invoice Pulls costfigure GostTransac Tabular aa 8 Projects Alert High Pay Application Construction Alert Greg Colf E E Training Project Home AE Invoice a Tae a a f Summary i Alerts mfg uMail Gh Collaboration m f Project Information Document Manager a FIL gest Manage am sunget EE EN ma i tet T 2 Click the New button on the Reports toolbar 3 Select the major business process or data source for the report Create a new report Windows Internet Explorer aa Create User defined Repor
55. oss Ratio 80 Est Completion Date 30 Jun 08 Last Modified Date 7 Feb 07 Print Date 7 31 2007 The entire Unifier system is built upon business processes BPs Information is entered and stored in projects through specific BPs using BP forms and routed to project team members groups and other Unifier users as determined by the BP workflow Access to BPs is controlled through the permissions assigned by the company and project administrators Different users will have varying permissions to create view and modify BPs The information in a BP may be modified during the approval and routing process depending on the permissions assigned Closed BPs cannot be modified Portions 2009 The University of Utah Page 22 Forms SKIRE UNIFIER USER TRAINING GUIDE Business Processes in Unifier are electronic representations of the actual procedures necessary to complete a particular process BP forms are used to create and store information throughout Unifier The electronic forms are similar to paper forms You complete the form by typing information directly into form fields or selecting options through pickers dropdown lists and check boxes BP forms consist of one or more sections e Upper Form The upper form contains the basic information for the BP The exact fields will vary depending on the BP you are working with however all BPs will contain editable required and read only fields o Editable fields a
56. re denoted by a white background in the text box o Required fields are denoted by a red following the field o Read only fields are denoted by a blue gray background Read only fields are generally populated by other BPs or from a picker dropdown list or checkbox o Pickers allow you to select from a list of options A dialog box will appear allowing you to select from the required elements Common pickers include the date picker and the vendor picker Create New Construction Contract Project No 12345 Windows Internet Explorer File Edit View Actions Help Workflow Actions Select IE Send Save Spelling Gf AddLI 3 Import LI fRemovell ByCopyL AddAttachment G Construction Contract Maximize form Enter SOV Provide a short description of this task Task Title Editable Field Nu Due Date 08 03 2007 05 02 PM Local GMT 7 General Information Project Name Training Project Project Number 49345 Project Manager GARDNER MARISSA Contract Number Picker mg Contractor Information Company Name Select First Name Last Name Office Phone Cell Fax Total SOV Amount button E Required Field Ne a fl Status AJE Company AJE First Name AE Last Name Creator Kelly Kontracts Vendor Number ead only Field z Address City State Zip E mail S Action Details Detail by Line Item Attachments 0 Li
57. rency Double project amount Amount in Project Currency Double end date Approval Date Timestamp INV_TPBalToFinFlsRetng Balance to Complete Proj Include R Double GL Business Unit Business Unit String INV Check Date Check Date Timestamp INV Check Number Check Number String City City String Contact City City String uuu contact company Company Name String Contract Number Verify1 Contract Number String refid Contract Number String Contractor Contract Num Contract Number String OK Cancel Fe Add Functions Add Elementz Current widthipixels 0 Maximum available width 572 Notes Unspecified width will be even Portions 2009 The University of Utah Page 46 SKIRE UNIFIER USER TRAINING GUIDE 6 Report criteria is specified in the Query tab Edit Report Windows Internet Explorer General Data Elements Layout Permission Schedule Query Condition Data Element Label Condition Value s AND OR BP Record Status BP Record Status equals Approved AND BP Record Business Pro BP Record Business Pro equals AJE Invoice Constructic AND BP Record Approval Date BP Record Approval Date between 07 01 2007 07 31 200 AND Query Condition Windows Internet Explorer Data Element Label Condition Values Allow users to modify value s during execution Add Modify Remove 7 The Layout tab controls th
58. rmission levels you may not have access to the Public Items folder Collaboration The Collaboration node Tasks Messages Drafts are BPs that are in process and with which you are involved You are involved with a BP when you create a BP are sent a BP are Cc d ona BP invited to participate in a discussion group or assigned a task Information The Information node contains the Project Directory gt Unifier ustage skire com Windows internet Explore A 9 Unifier and General BP nodes for the project Project Directory The Project Directory lists all Administvator project team members General The General node contains a list of simple type BPs which contain general project information In the University system three BPs i 1 na ne A D C BE aap Ee SEs PE 238 O 5 n voszo s g jg ggal JeoonSSomeaeeseteas at hea rOTRS OMS ag PTSSGSTSS PT have been created to maintain project specific information orstrudion Pa pli nn Ep nn att ee PPT TRI an A nt R EE TN a paeta rn pa tet nae Project Information The Project Information BP File Edit View Help contains project level information such as project amp an T Project Information ni Project Information manager team manager and client information CD amp C Information Project Number 12345 Project Name Training Project Initial budget and cost estimates are also entered Project Manager GARDNER
59. s Co Messages Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 15 Organizing Bookmarks To organize the order of your bookmarks or set a default bookmark open the Bookmarks dialog box and click Organize In the Organize dialog box you can remove a Sy Se bookmark move a bookmark up or down in the Organize Bookmarks list or set a Default Login bookmark Meine Lied Lei Fose Garden Tasks If a default login bookmark is selected you will Home be taken to that bookmark each time you login Pubs Co into Unifier To create a default login click the MESSE check box next to the desired bookmark To remove a default login uncheck the box under default login Only one bookmark at a time can be set as the default login bookmark OK Cancel Links i j 3 The links located in the upper right corner of the Unifier window allow you to customize your Unifier environment The links are Figure 7 Organizing Bookmarks First Name Peter Preferences Support and Logout LastName Payer Contact Information asin Project Directory v Title User Preferences Address 1 1795 South Campus Drive The User Preferences window allows you to view and change your Address 3 contact information password time zone E mail subscriptions and Ciy Satake Ciy State Province UT p roxy Zip Postal Code 84112 Country Region United States w General You may
60. s and maintenance 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 Skire 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 Portions O 2009 The University of Utah Page 6 SKIRE UNIFIER USER TRAINING GUIDE Bae Terminology BP See Business Process Workflow Electronic routing associated with a specifi
61. sed using the Navigator located in the left pane of the Unifier window Additional functions are available from the Menu Bar and links located in the right pane of the Navigator Navigation Tabs 03 20 2009 Orson Oversee Unifier uses a tab layout for user navigation The Skire Unifier RA Home Company Workspace 1 Projects three main tabs are Home Company Workspace and Projects User Mode s File Edit View 3 28 Home ER Hew Open ats Tasks Announcement Messages Title Welcome to 5 4 Drafts I Unifier automat g uMail construction and is widely recogniz management cap workflow engine schedule and mu Please feel free tc Figure 1 Navigation Tabs Home Tab The Home tab is the default user landing page and is displayed after you have logged into Unifier On the Home tab you will see nodes for messages tasks and uMail messages Date and user name moved left Bookmarks link Links and Logo are Tab navigation for Home Company Workspace and Projects upper right justified ET re Unifier 02 06 2009 Pubs Admin Bookmarks Preferences Support Logout E Home N Company Workspace I Projects User Mode Fie Edit View Help 28 Home Mie open A Qy Tasks Announcements hems Requiring Your Attention Messages 49 Drafts Tasks 0 Total 0 New 0 Late uMail Pj Links reflect Did Faconie 6 Now Home page Home leaf nodes uals 0 New leaf nodes pre Log co
62. t Data Type Belect One Element Select the Data Type Report Type i ji BP upon which report is based and the report type Portions 2009 The University of Utah SKIRE UNIFIER TRAINING GUIDE Page 45 4 Inthe dialog box specify a report name title and description Edit Report Windows Internet Explorer General Data Elements Permission Schedule Report Name Report Name Here Report Title Report Name Here Description Description Here Data Type Construction Pay Application Element Custom Defined Report Type Tabular Cross Tab Summary Alert Apply OK Cancel 5 Click the Data Elements tab to select data elements formulas and sorting Element formatting can be changed by clicking the Modify button i Edit Report Windows Internet Explorer Schedule Permission Data Elements General Query Layout Data Elements Data Element Picker Windows Internet Explorer Data Source Construction Pay Application Column Names me 1 AE Company AE Company String AE First Mame AJE First Name string AE_Last_Name AJE Last Name String GL Account Account String GL Activity Activity String Contact Address Address String Address 1 Address 1 String Address 2 Address 2 String Address 3 Address 3 String SOV Adjusted Contract 4 Adjusted Contract Amount Double amount Amount Double base amount Amountin Base Cur
63. te AYE Agreement from the AE Agreement pull down AE Agreement FMA 0000000008 Name AIE Company Name AJC ARCHITECTS INC Office Phone 801 466 8818 Status Update Details N 2 Item s Page 1 of 1 Display 100 items per page Project Phase Start Phase End No v Date Phase Date Date Status Brief Status Update Details 002 03 21 2008 Preplanning 03 21 2008 Work Completed 001 08 01 2007 Startup Com 08 01 2007 Initial Project Star Detailed status updates can be provided for each phase Each I Attachments 0 Linked Records 0 General Comments Linked uMails 0 Portions 2009 The University of Utah Page 34 SKIRE UNIFIER USER TRAINING GUIDE File Edit View Help EP Finished Editing Save Spelling Gf AddLi B Import LI MRemoveLl BxCopyLl W Add Attachment oN Project Status w Project Status General Project Information Project Name OEO Training Project Project Number 12346 eee 2345 Once an AE agreement is created Project Manager GARDNER MARISSA part E aks als AE i contact information here and on AE Information Display the primary AE contact information by selecting the appropriate AE Agreementfentthe AE Agreement pull down AJE Agreement F4 0000000008 Select Name Jill A Jones AIA AE Company Name AJC ARCHITECTS INC Office Phone g01 466 8818 Contractor Information Display the general contractor contact
64. u are creating a new record in Unifier Within a project the majority of business processes are located under the Project Logs node Task Tasks are assigned through the business process workflow A user must first accept the task prior to completing it To complete a task the user provides any required input on the form selects the desired workflow action and clicks Send Depending on the workflow configuration the user may either assign or copy the action to specific Business Process project users or groups Task Due Date The date the specific task needs to be completed and after which the task will be marked as late within the system Task due dates are generally set within the workflow configuration However a small calendar icon will appear next to the Task Due label when the due date is modifiable Send To Project Managers FM Pa Task Due 03 13 2008 Clicking the calendar icon will allow the user to modify the task due date for the NEXT step in the workflow A user cannot modify the due date for current tasks Portions O 2009 The University of Utah O Bye SKIRE UNIFIER TRAINING GUIDE Page 7 Late task records appear as red text in the task list Once the workflow is moved to the next step assuming that the workflow due date has not passed the record text will return to black Workflow Due The date by which the entire workflow is to be completed and after which the record Date will be marked as late
65. uded here but not limited to would be furniture equipment short term rentals and not to exceed requisitions Used to initiate a PO modification Maintains General Ledger information necessary for Integration General Project Information Track and display project status Allows multiple document files or folders to be attached and routed to other user s Documents are also published to the Project Documents folder structure Allows project manager to initiate a work order request and reserve a specific or estimated dollar amount to reserve for work order costs Create Review View Create Review View Create Review View Create Modify View Create Modify Create Modify View Create View Create Modify View Accounting Project Manager Project Members Accounting Project Manager Project Members Project Manager or Accounting Accounting Project Members Accounting Accounting Accounting Project Information Project Information FM Support Staff Contracts Accounting Accounts Payable Project Manager FM Project Members Project Manager Project Manager Project Members Project Members Project Members Project Manager Accounting Accounts Payable Project Members Each project consists of several nodes and sub nodes Nodes can be expanded or collapsed by clicking the buttons located next to each node Summary T
66. ust be completed before contracts Budget figures for your project are entered once the project has been created and funding sources have been added to the project To establish your project budget you will need to complete the CBE worksheet The CBE worksheet is available from the Business Services Director in an Excel file format An example of the CBE summary sheet is shown at the right Business Processes A G D E F Project Name XYZ Building Remodel Client Administration Project Manager Joe PM Cost Cost Summa Amount Per SF Notes 914 274 91 43 Additional Construction Cost 150 586 15 06 Site Cost 0 00 Total Construction Cost 1 064 860 106 49 Soft Costs Hazardous Materials Pre Design Planning Design Furnishings amp Equipment Information Technology Testing amp Inspection Contingency Moving Occupancy Facility Cost Builder s Risk Insurance 0 15 of Construction Budget Legal Services 0 2 of Construction Budget DFCM Management User Fees Commissioning Other Costs Total Soft Costs 4 324 715 132 17 Funding Other Than State Capital Improvement or CF amp R TOTAL PROJECT COST Total Funding Other than St Cap Improvement or CF amp 200 000 REQUEST FOR CAPITAL IMP OR CF amp R FUNDING 1 121 715 Project Information Gross Square Feet 10 000 Base Cost Date 41 Mar 07 Net Square Feet 8 000 Estimated Bid Date 1 Sep 07 Net Gr
67. view your contact information as stored in the _ a ax 801 581 6081 project directory To modify this information contact the company administrator or Skire trainer Apply OK Cancel Portions 2009 The University of Utah Page 16 SKIRE UNIFIER USER TRAINING GUIDE Security The security tab allows you to change your password Click the hyperlink on this tab to view the company password policy Passwords must be changed within Unifier every 180 days If you have problems accessing the system because of a forgotten password contact the company administrator or Skire trainer General Password Confirm Password View Password Policy Options Options for time zone date format viewer file transfer and E mail subscriptions are managed from this tab Viewer Option controls how Unifier attachments are viewed within the system Native will cause the attachment to open in the attachment s native application You must have the application installed on your system to view the attachment Unifier allows attachments to be opened within a special Unifier application You must have the Unifier viewer installed on your system however you will not need to have the native application installed File Transfer Option should be set to Advanced Email Subscription provides notification of Unifier uMail messages to an EXTERNAL e mail address Check the Send notifications in a s
68. w Create Review Create Modify View Create Review View Create Modify View Create Modify View Create Modify View Create Review View Create Modify View Create Modify View Create Modify View Create Review View Portions 2009 The University of Utah Project Manager or Accounting Accounting Business Services Dir Project Members Project Manager Accounting Contracts Directors AVP Project Members Contracts Contracts Project Members Accounting Project Manager Project Members Accounting Accounting Accounting Contracts Contracts Project Members Project Manager Contracts Project Members Accounting Project Manager Project Members Accounting Accounting Project Members Accounting Accounting Project Members Accounting Accounting Project Members Accounting Project Manager Project Members Bigan SKIRE UNIFIER TRAINING GUIDE Page 29 PO Invoice PO Requisition PO Requisition Change Project GL Chart Field Project Information Located under Project Information gt General node Project Status Located under Project Information gt General node Transmittals Work Orders Working with Projects Processes payments against previously created PO s Used to initiate commits that are processed through the University Purchasing Department Items incl

Unifier User Guide - Facilities Management

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