The new Unifier v24.12 update adds significant new features and improvements to make the user experience smoother and easier, including changes to integration, documents and attachments, importing data, the mobile application, and many more.
The new Unifier v24.12 update adds significant new features and improvements to make the user experience smoother and easier, including changes to integration, documents and attachments, importing data, the mobile application, and many more.
New Features
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Import/Export Improvements - Working with records in Excel has been significantly improved, with new features including the ability to add or delete line items during a Bulk Update, advance workflows through Excel, and the ability to import business process records across shells. Bulk updates using Excel can now be performed on CBS codes, Base and Change Commit Business Processes, General Spends, and Work Package Pickers, BPO, and BPO line item pickers.
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New Integration Features - Microsoft 365 integration has been added, along with new REST API services. Users can use REST API to terminate records and create Work Packages. For cost sheets, users can use REST API to lock and unlock cost sheets, create cost sheet snapshots, and get names of cost sheet snapshots.
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Mobile Changes (iOS & Android) - Added support for Geolocation using Mobile Devices, as well as support for project directories. Additionally, Unifier now allows the direct upload of files from your mobile device to Document Manager, with some restrictions.
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For a full list of the new features, improvements, and bug fixes in Unifier v24, visit the What's New in Unifier page on Oracle's website.
Enhancements
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Documents and Attachments - Attachments now include the date/time of upload. There is a new document viewer that allows for the viewing of multiple file types, as well as the ability to perform markups on those files. Bluebeam now has the options to Finalize and Revise Original File, and Revise Original File. Finally, documents have an improved E-Signature integration using envelopes in Docusign or Adobe eSign.
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New Integration Improvements - .xlsx is now the default format for the Excel output of a user-defined report, and Oracle Integration is now integrated for non-workflow business processes. Unifier has also enhanced record security, so that removing the only representative of a company from a project will remove access for that company.
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Mobile Enhancements (iOS & Android) - Activity on a mobile device is now logged in the Document Manager audit log. Refresh/synchronization capabilities have been improved, including improved workspace and business process synchronization and the ability to synchronize selected BPs rather than all at once. The ability to switch between servers at login has also been added.
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New UI for Project Gates - Updated and improved user interface for phase overview, schedule runs, trigger conditions, attributes, and queries.
on Tuesday, 28 January 2025.
Posted in News, Primavera Unifier
It might not seem like a big deal to give meaningful or unique names to your filters and layouts in Primavera P6, especially when they are your own user filters and layouts. After all, you made the filter and likely know what it’s for. However, having an abundance of unnamed filters can quickly become an issue.
Written by Sue Fermelia - Implementation Specialist
on Wednesday, 15 January 2025.
Posted in Primavera P6
EPS level activity codes can be created in Primavera P6 to be available to projects under a designated EPS. While this can help with the amount of activity codes at the Global level, you may want to carefully consider whether you want to add activity codes at the EPS level, as they can pose problems for you down the line.
Written by Sue Fermelia - Implementation Specialist
on Friday, 10 January 2025.
Posted in Primavera P6
The OPC-Integrator is a new tool developed by Emerald’s team of Primavera specialists. A secure solution, the OPC-Integrator provides data extraction, loading, updating, and integrating in a quick and easy to use tool - one that both project users and administrators will find efficient and easy.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Wednesday, 27 November 2024.
Posted in Oracle Primavera Cloud (Prime)
Why don’t Safran Risk results match Oracle Primavera Risk Analysis (OPRA) results on impacted risk models?
A client recently reached out because they couldn’t get Safran’s results to match those from OPRA. What they have been finding is that occasionally the values from OPRA are significantly longer than those from Safran, particularly above P80 confidence levels.
Written by Ian Nicholson, P.Eng. - VP Solutions
on Wednesday, 13 November 2024.
Posted in Safran
Out of the box, Primavera Unifier boasts multiple layers of auditing capabilities, so that you can keep track of the changes made in just about all areas of your Unifier database. From audit logs detailing activity in individual modules, to running audit reports in your project shells, or carrying out system reports in your company workspace, there are many ways to stay informed of proceedings in Unifier.
In this blog, we will discuss running audit reports in a project shell. This combs the entire shell based on your search parameters and is a great way to get a comprehensive view of the activity in the shell. To access audit reports, first, navigate to the project shell that you wish to run the audit report in.
on Friday, 18 October 2024.
Posted in Primavera Unifier
In the Files app in Oracle Primavera Cloud (OPC), you can manage the files associated with your projects, portfolios, programs, and ideas.
For more detailed organization and management of project and program documents, you can create custom logs.
Each workspace has its own folder templates, which can be accessed in the workspace’s Files app - Folder Templates, keeping in mind the hierarchy. From here, you can set up folder templates that add folders and files, building the hierarchy you require.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Thursday, 10 October 2024.
Posted in Oracle Primavera Cloud (Prime)
Out of the box, Oracle Primavera Cloud (OPC) allows users to create, manage, and view custom dashboards, providing visual representations of data at the project, portfolio, program, and workspace levels. The elements available for display are, of course, dependent on the level you are creating the dashboard for.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 01 October 2024.
Posted in Oracle Primavera Cloud (Prime)
During project planning sessions, a variety of conditions are identified that must be met before work on a specific task can begin. These are the task constraints - conditions that could delay or prevent the task from starting. These constraints apply to specific tasks in the Tasks app.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Thursday, 26 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Are you testing Oracle Primavera Cloud (OPC) software and wondering if it offers any Global Change functionality? OPC does have Global Change functionality, but please note that it may not fit with the Global Change functionality that you are accustomed to using.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 24 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Have you used resource or role leveling in Oracle Primavera Cloud (OPC)? If not, you may find my observations interesting.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 17 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Learn About Creating Direct Activity-to-Activity Logic Connections Between Activities in Different Projects in OPC
Are you looking to create direct activity-to-activity logic connections between activities in different projects in Oracle Primavera Cloud (OPC)? In my observations, if you are familiar with Primavera P6 (as an example), you will see that connections between activities in different projects are available in the Activities tab without necessarily opening both projects. However, in OPC you will notice a decided difference.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 27 August 2024.
Posted in Oracle Primavera Cloud (Prime)
Better resource assignment and unique loading options, record action column, and backup of layouts
Written by Ravi Wallau
Better resource assignment and unique loading options, record action column, and backup of layouts
New Features
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Better resource assignment and unique loading options - an auto-assignable UDF in the resource assignments can be used to match UDFs when loading and is assigned automatically when loading and extracting resource assignments.
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Record action column - adds the ability to specify which action is expected from that record. For example, if you want to ensure that a given user can only be updated but not inserted, the action would be UPDATE.
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Layout backup option - you can now include layouts, reports, changes and filters in the daily P6-Loader backup.
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Export shift/shift periods from Primavera P6 and convert shift and shift periods from XER/XML files.
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Allow custom "CLEAR" cell values, and the value <CLEAR> is the default value to clean up P6 field values, UDFs, and codes.
on Tuesday, 30 July 2024.
Posted in News, P6-Loader
Configured fields are created in the context of an object and can be used in views on pages that support that object.
Configured fields in Oracle Primavera Cloud (OPC) can be created at the Workspace level. The configured field can be created to calculate a formula and populate the configured field with the result.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Wednesday, 24 July 2024.
Posted in Oracle Primavera Cloud (Prime)
Learn about the new features in P6-Loader v14.
Emerald just released P6-Loader v14 that features additional enhancements/functionality based on feedback from one of our clients.
The client wanted to add duplicate resources to activities using P6-Loader and also control what type of action to perform on a row in the P6-Loader sheet.
Written by Sue Fermelia - Implementation Specialist
on Wednesday, 17 July 2024.
Posted in P6-Loader
