As discussed in the blog “How To Customize Workflow Forms”, the fields of a business process form can be fully configured to meet company standards. This can be used to increase information security throughout the business process. This series of blog posts will explore these security features which can be designed in Unifier uDesigner.

When an action is taken during a business process, such as Send for Approval, the workflow proceeds to the next step. As a result, the user that was selected in the workflow action will receive a notification in their tasks folder in Unifier. An email will also be sent to the user’s external email account, as specified in their user profile.

Primavera Unifier provides a wide range of opportunities to customize your processes depending on your company needs. In this tool, you can customize your workflows, forms, and even create new business processes. But what about the Navigation Space?

Business process workflows can be customized in uDesigner to meet project requirements. The workflow is comprised of steps, where users input information on forms and actions. Once information has been inputted, users can choose to send information or trigger processes.

User permissions can be configured to allow each Unifier user access to specific areas of the software. This will allow administrators to delegate tasks to certain users and rollup necessary information to project and company administrators.

Business processes can be triggered from other business processes using the auto-creation feature. Workflow actions can be customized to trigger business process creation and auto-population of the fields in the new business process.

As discussed in the blog post entitled "Workflow Forms", business processes are fully customizable. This post is dedicated to explaining a helpful piece of functionality for those customizing and making changes to business processes.

Business processes use forms to carry information throughout the workflow via data elements. These forms are fully customizable depending on company needs and requirements.

Primavera Contract Management and Unifier both have support for approval workflow, but the approach is significantly different between the two tools. This article will elaborate on some of those differences.

Contracts and purchase orders allow project users to commit funds to cost codes, allowing companies to spend funding on required materials and services in both Primavera Contract management and Primavera Unifier.

The cost coding structure forms the building blocks of cost control in both Primavera Contract Management (PCM) and Primavera Unifier. However, how cost codes are entered and interpreted within these two systems is different.