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Articles in Category: Primavera Unifier

Primavera Unifier v24 - New Release

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.

January 28, 2025

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

  • 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.

  • 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.

  • 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.

  • 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

  • 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.

  • 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.

  • 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.

  • New UI for Project Gates - Updated and improved user interface for phase overview, schedule runs, trigger conditions, attributes, and queries.

Primavera Unifier - Project Shell Audit Reports

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.


Saying Goodbye to Expedition 8.5 and Hello to Unifier - Part 2

A Case Study From A Technical Perspective

Alberta’s Capital Health was a big user of Expedition from the 1990s through to 2010. They had hundreds of projects that were sitting on a Sybase SQL-Anywhere server that needed to be retired, but they needed to have easy access to the documents related to these health care projects.

Emerald solved their problem using the PCM-Archiver. This PCM add-on tool automates the extraction process of all projects and documents, and in this case, ultimately saved the client approximately 140 hours of computing work. For a more in-depth understanding of this project and its results, please refer to Part 1 of Saying Goodbye to Expedition 8.5 and Hello to Unifier. In Part 2, we are going to explore a more technical perspective including some of the bumps we experienced along the way of extracting 1,213,318 documents, generating 1,123,318 Excel files, generating links for 39,384 attachments, and generating 91,236 PDF files!

Saying Goodbye to Expedition 8.5 and Hello to Unifier - Part 1

A Case Study From A Functional Perspective

Primavera Expedition, now known as Primavera Contract Management (PCM), was a great tool in its day and still is as PCM. We had a number of clients who ran their entire capital program on the tool with hundreds of large and small projects.

Now that PCM is moving into the extended support phase, how do you get years of data out of the system and preserve it for future reference?

Primavera Unifier - Keeping things moving even when you are in Hawaii

freedom from work

Primavera Unifier allows users to assign a proxy. The final tab in the User Preferences is where a “Proxy” is set.

Setting a proxy allows you to assign another user the rights to login for you and move your tasks to the next step of the workflow on your behalf. You may also be given proxy rights for someone else.

Primavera Gateway 16.2 and API Development for Integration

Integrating with Primavera P6 and Unifier - Where do we stand?

Primavera Gateway is an integration web application being developed by Primavera that allows data to be moved between a Primavera application and another application. Primavera Gateway consists of an Integration Broker in the middle, and at least two providers, one for each application that is involved in the integration. All Primavera providers are built-in including the P6 Provider, Unifier Provider, Enterprise Track Provider and Prime Provider. Third-party vendors can create additional Primavera Gateway providers to integrate non-Primavera applications with Primavera applications.

What's New With Primavera Unifier 16.2

A Brief Overview of the changes in Primavera Unifier 16.2

It is that time of year again where we celebrate the harvest and look forward to the latest release of Oracle Primavera. Once again the Oracle Construction and Engineering teams have got some great new improvements in Primavera 16.2 for us.

On the Unifier side they are working hard to make Unifier easier to administer, easier to integrate with, easier to load documents into and easier to get reports out.

Unifier Language Preferences

How To Set Your Language Preferences In Unifier 10.1

Unifier 10.1 has given each user the ability to customize their user experience based on their region. Users are able to select which language, time zone, date format, and number/currency formats they wish to work with. There are currently 11 different languages available for a user to choose from.

Managing Group Memberships in Unifier

Simplifying Bulk Access Control Administration

Primavera Unifier has a powerful security model that can be challenging to administer. It allows modeling roles by using groups and assigns roles to users by adding them to those groups. In addition, permissions can be granted to groups. The thing that makes it difficult to administer is that each project and shell has its own groups.

What's New in Primavera Unifier 10.1

Primavera Unifier Goes International with Multi-Language

The release of version 10.1 marks a new milestone in the progression of Primavera Unifier as an international product. It’s a tough choice between whether the introduction of multi-language capabilities or the significant changes in the P6 Integration functionality is our favorite improvement.