new features in primavera unifier 17 - oracle · what's new new features in primavera unifier...

What's New New Features in Primavera Unifier 17

NOTE: Pre-17.6 configuration package zip files will not be available in the log. If you want

to view your pre-17.6 log content, Oracle recommends that you print your pre-17.6 log

content prior to the upgrade.

Features introduced in 17.12

uDesigner and Data Structure Setup nodes are now enabled in the Test server, allowing you to

create or modify designs and data structures. Include them in configuration packages and export to

another Test or Development server. You cannot publish to Production from a Test server. Note: The

Test server enhancement is applicable to only those customers using the Test server in addition to

Development and Production servers (third server type was introduced in 17.5).

The Get Unifier Mobile App page now includes information about downloading the Unifier Android

App or having the link emailed to you. After downloading the app, scan the QR Code to populate the

Unifier server URL and account name on your device.


Unifier 17.11 addresses UI enhancements in the component list and configuration package preview

areas. In a component list, you can now use the Shift and/or Control keys to select/deselect multiple

components in each group. In the View list, select an option to see the available, selected, and all

components. Click the new List icon on the toolbar to view the selected components across groups in

a separate window. Filter, cancel or update any changes made in this UI. When previewing a

configuration package, you can now see the referencing components of published designs that are

automatically included in the configuration package.

When you select multiple components, Select and Deselect buttons are available in the toolbar. Use the View list options to view the selected, not selected, or all components.

Click the List icon to view selected components across all categories. Click Update to save

any changes made in this window.

In the Published Designs page, click Show Referencing Components to display the

referencing components of a selected published design.


Use the new Webservices call – sortCostSheet – to sort CBS (WBS) codes in the Project Cost Sheet.

Use input parameters – Project Number, Type (default = CBS) and Sort Order (default = ascending) –

in the call. Sorting differs based on the cost sheet structure. For example, a flat structure utilizes a

simple, alphanumeric sort on all segment codes; in a tree structure, level sorting occurs first, with

alphanumeric sorting in each level. Sorting is case-insensitive in both.

Update WBS Item (Cost Item) in the Project Cost Sheet. Use the additional element <wbs_item> in

existing webservices such as getWBSstructure, createWBS and updateWBS to update WBS Item

column in the project cost sheet.


Use Action without Preview to create multiple shells using the Project/Shell Creation business

process. The Action without Preview functionality in the Tasks log now supports upper form data

elements such as Shell Location and Shell Template pickers that are required for shell creation.


Display monthly actuals in Portfolio Manager. This enhancement applies to projects in execution in

Portfolio Manager scenario sheets. Select a forecast source and the new Display monthly breakdown

of Actuals check box in Portfolio Manager configuration. Based on the project’s cash flow properties --

period close settings and forecast curve properties -- Portfolio Manager displays the distributed actual

amounts for the current year up to the current month. Actual values in the prior months are not

editable; future forecast values are editable. The current month’s forecast value is replaced with

actuals value on the cut-off date and is not editable after that. Note that if the check box is not

selected, default behavior prevails – Portfolio Manager displays cumulative actuals to date as the first

point in the forecast curve; it is editable.

Watch a video demonstrating this feature.

https://youtu.be/q_ttsMbdBw8

Filter vendors by comparing upper form elements such as discipline and location on the Request for

Bids and a line item business process. This enhancement provides a more granular filtered list of

vendors compared to the filtered list available in previous Unifier versions. The list draws records

from shells in the hierarchy. In uDesigner, in the Edit Studio Options tab of the RFB business process,

select a RFB Vendor Filter Data Picker from the Requestor upper form. At runtime, use a Master

Vendors data picker (or BP picker) on the detail form of the RFB Vendor Filter business process to

select bidder records.


https://youtu.be/oySygKhye_g

Installation of Project Controls and/or Facilities Management and Real Estate Management base

products is now optional. The Basic platform and all modules are preloaded by default in

Development, Test and Production environments. Prior to this release, it was mandatory to install

either Basic or the two base products in order to start using Unifier. Starting Unifier 17, the option Set

preconfigured designs as unpublished is no longer available in Development and Test environments.

Install Project Controls and FMRE using zip files. All designs in the zip files are unpublished. When you

are ready to publish designs and configurations, to Production, create configuration packages in the

Development environment, mark as published, and import them into Production.

Company and project administrators can now reassign pending tasks of inactive users. The

enhancement accounts for tasks assigned to inactive users, in-step revisits, and dynamic step

assignment (preassigned; match <step>). A new permissions-based Task Reassignment node is

provided under User Administration. Select tasks, click Reassign, and then select active users from the

same workspace to do the pending tasks. The first column displays a visual indicator for tasks that

cannot be reassigned. Reassignment History is available to view past reassignments. Note that the

new assignees are not automatically added to workflow setups, groups the previous users had

membership to, business process logs or conditional filtering of assignees. Notifications are sent to

users who are receiving the reassigned tasks.

Action without Preview has a new look and interaction. The UI is divided into two panels: The left

panel displays the upper forms fields; the right panel displays the selected records, status, and

message columns. Note that in this release, there is additional support for dynamic data sets and geo

pickers. After completing the forms, click Send to route the records to the next workflow step. When

you confirm the action, Status and Message fields are updated.

An icon in the Status column indicates success or failure.

The Bulk Edit UI and interaction have been modernized. The UI is divided into two panels: The left

panel displays the upper forms fields; the right panel displays the selected records, status, and

message columns. Since the functionality is about updating fields, the left panel displays both upper

and detail form fields from integration templates, and an Update button. The bulk edit behavior

remains the same.

New Search functionality in Tasks and business process logs displays an overlay with Find

parameters, operators and value lists. Save the search as a view. Quick filter function has a new icon

and a Find on Page tooltip on hover. Also note that the Switch to Classic View link has been restored

in BP and Tasks logs. Double-click a record in these logs to open it.

View all bids for a company in the Bidder Portal. In Unifier, the email address entered for a bidder

in the Vendors business process is used for bidder portal login. With this enhancement, when a

bidder’s email address is changed and a new account is created, the old email address is deactivated.

On logging in to the bidder portal, the bidder can view all bids associated with the account, regardless

of the username that was used to create the bid. Previously, the new account holder was not able to

view the bids created for the older email account.

After login to the bidder portal, the bidder is able to view the bids associated with the earlier

account in the company.

Change notifications are sent to the new account with login credentials and the Unifier Portal link

when a bidder email address is changed in a Vendors record. If Unifier is integrated with OIM and

email address is changed manually, notifications are sent from OIM only after a unique email address

and a new account are created in OIM. However, if email address is changed via integration, reverse

auto-population, or bulk edit, the new account is created automatically in OIM and notifications are

sent to the bidder. If Unifier is not integrated with OIM and email address is changed by any method,

notifications are sent only when there are active bids.

Use the new Webservice method, updateWBScode to update the attributes of existing WBS codes

in the project/shell cost sheet. This method does not update the WBS codes.

Hover over any folder in Document Manager to see the count of its sub-folders and documents. The

folder content is displayed in a tooltip.

FM&RE solution now supports the calculation of Net Present Value in a lease. NPV is used to classify

lease into capital and operating lease contract. It also captures the accrual amount for the current

lease, if the lease is extended. NPV calculation takes into account the total number of periods that

have cash flow; the period discount rate; the period number under consideration; and the cash flow

during a specific period. Four system-defined data elements are available: Annual Discount Rate, NPV

Amount, Lease Accrual Amount, and NPV checkbox to select payments for NPV. NPV calculation is

triggered when Finish editing is clicked, or when the index rate is changed through UI, integration, or

due to reverse auto-population of the base lease record. User mode behavior depends on where the

Annual Discount Rate and NPV Amount data elements are placed – upper or detail form. For example,

when both are placed on the detail form, the NPV amount for each payment setup is calculated

individually using the discount rate present on the respective setup, and then displayed per setup.

Audit log, and integration via CSV and Webservices are supported for the enhancement.

In this scenario, the NPV amount for each payment setup is calculated individually using the

discount rate present on the respective payment setup. The summarized NPV amount is

populated on the upper form.

UI changes have been made in Component Lists and Configuration Packages windows to enhance

usability.

An additional Used in Selected Designs column is provided in Basic Data Definitions and

Dynamic Data Sets grids. A value of Yes is displayed if these data structures are used in

designs selected in the Designs node.

Expand All/Collapse All and Filter buttons are provided in the grids.

When creating a configuration package, File Name and Description are autopopulated when

entering the Package Name. The system removes spaces and special characters in the File

Name.

When importing a configuration package, user mapping names from previous imports are

retained and autopopulated for source environment users. You can map different users to the

same user in the destination environment.

In the Transfer Ownership field, type ahead to display matching user names. The names are

displayed along with roles and company names.

Unifier Mobile App for iOS provides several usability and functional enhancements. Get notified

when tasks are assigned to you without opening the Unifier App. The notifications are displayed on

your iOS home screen. Use image, line item, CMx, and CM0 pickers when creating forms. Add and

annotate attachments to new line items when creating or updating BP records. Use hyperlinks fields

when creating forms. In addition, the system pre-populates the workflow action and assignee fields

when only a single workflow action is possible. Also, the system displays the appropriate (numeric or

alphabetical) keyboard based on the input type. The Tasks log displays all tasks by default.

Workspaces for business processes display counts for workflow BP records under Not Started, In

Progress and Completed statuses. Total number of records is shown for non-workflow BP records.

Use of the Main view in a custom report based on an external data model is now optional. This

applies to existing external data model reports and when converting an internal data model report to

an external data model report. Query parameters, however, require the selection of a Main view.

Generation of sample data is possible after the report has been published at least once.

Tabs in the Location Launcher (that opens when you add a new navigation tab) have been

reordered. All Locations has replaced Other Locations and is now the first tab. The search bar in the

All Locations tab has been moved to the left of the screen.

The ability to auto-populate a WBS code from the Activity Sheet using a P6 activity picker has

now been extended to other cost BPs -- change commits, general spends and payments. WBS

auto-population works differently based on classification of the cost BPs. Cost codes in general

spends and payments are extracted from the Schedule of Values of the referenced commits. Auto-

population occurs if the cost code in the Activity Sheet matches that in the SOV lines. Auto-

population fails if there is a conflict – for example, if two committed lines point to the same code in

the Activity Sheet. You can change the code using the WBS picker, overriding the selection from the

Activity Sheet.

The menu option to open a file in AutoVue is displayed only if the Unifier server is configured to

use AutoVue. Also, the way the file opens in AutoVue depends on the browser. When Internet

Explorer is used, the file opens in an applet window. The other browsers (Chrome, Firefox, and

Safari) require a multi-step process to open AutoVue files using a JNLP popup window.


Configuration Packages module provides a more efficient method to transfer designs, objects,

and configurations from a development environment to a production/testing

environment. Configuration Package Management node now replaces Configuration Packages in

the navigator. Use the Component Lists sub-node to create a variety of component lists. Perform an

error check to dynamically resolve dependency-related errors. In the Configuration Packages sub-

node, create and download configuration packages after selecting component lists. During import,

preview the package components and their expected impact, map users and generate an analysis

report. The Tag menu has been removed from all locations.


https://youtu.be/O4uAX1zFd54

Sort Schedule of Values (SOV) data using the new Item # column. This system-defined numeric

column appears first on the sheet and is fixed, though it can be renamed. It enables sorting and

reordering of lines based on the numbers specified in the column -- starting at 000010 with

increments of 10. The enhancement applies to all three types of SOV – General Spends SOV,

Payment Applications SOV, and Summary Payment Applications SOV. (The Summary Payment

Applications SOV also provides a method to number the cost breakdown lines.) Previously, the

display of SOV data was based on the order in which the SOV lines were created and could not be

edited or sorted.

Increase lease payments based on Consumer Price Index. This enhancement provides landlords

the ability to increase the rent by aligning it with inflation. In a Lease business process form,

Escalation Method list displays Index Rate as an additional option (only if an Index Rate BP data

picker is selected in the design.) The Index Rate business process (for the data picker) must have

the data elements – uuu_index_rate (Index Rate) and uuu_index_code (Index Code) in the upper

form to support the functionality. At runtime, select Index Rate to then select a rate using the Index

Rate data picker. The escalation value field is then auto-populated with the value corresponding to

the index rate selected. Payment schedules are updated whenever the escalation value is changed.

"Bids" is removed from some menu options. In the Request for Bids business process forms at

runtime, the word “bids” has been dropped -- for example, Compare Bids is now just Compare.

Similarly, the following menu options have been changed: Invite Bids, Show Bids, View Bid, Create

Bid, Withdraw Bid, Submit Bid, Delete Bid, and Bid Invitations. Changes have also been

incorporated in several bid-related alert and email notifications, and on the Bidder Login Page. Note

that there is no change in the Winning Bid detail tab, nor on labels in uDesigner (Bidder; Bid

Comparison Sheet), and general options such as Allow public bidding (no predefined bidders), Bid

Management Account, and Bid Manager.

Modify summary lines on the Creation step of Summary Payment Applications records. Select the

Allow Modification of Line Items option on the form properties in uDesigner. In prior versions, the

option was ignored on the Creation step, resulting in read-only summary lines.

Capture P6 CBS codes in Unifier Activity Sheet in Unifier, and link it to Unifier WBS codes. Add

bItemID (WBS Code) and bi_Item (Code Name) to the Activity Sheet Attributes design in uDesigner.

After deployment, map P6 CBS codes to WBS codes in the Unifier Gateway Provider. The Activity

Sheet in Unifier and P6 Activities are populated with relevant values, depending on the direction of

sync.

Auto-populate a WBS code in a base commit form after an activity is selected from the Activity

Sheet using an activity picker. This enhancement ensures that the cost code assigned to an activity

in P6 is the same cost code assigned to that activity on the business process form in Unifier. In

previous versions, selecting a WBS code and choosing an activity were two separate actions -- and

error-prone. In uDesigner, define auto-population on the WBS code via an activity picker.

Download and install AutoVue Client Certificate to use AutoVue. On the Help menu, click

Download Plugins and then click the related link in the Download tab. Follow installation

instructions from the Unifier User Guide.

Use one of two Open options to view and comment on documents. Click Open to display the

document in the default viewer (Native or Unifier Viewer) selected in User Preferences. The

AutoVue viewer requires the prior installation of the AutoVue client certificate. The enhanced

Document Manager also allows you to assign permissions in the Permissions tab of a

selected folder or document.

In the Review list of a business process record, select Review or AutoVue Review to view,

comment, and mark up file attachments. Review opens the file in the default viewer selected in

User Preferences, and the latter opens in AutoVue.


Spotlight

Add multiple line items without closing the detail form window. The enhancement applies to RFB,

line item, document, and cost business processes. In prior versions, line items were added one at a

time. Now, new functions in the detail form allow you to add one or more lines; exit without adding

a line item; and navigate to other line items from an existing line item. Availability of functions

depends on the design of upper forms. The feature is not supported in query tabs and for summary

line items.


https://youtu.be/gwfXovYZwzc

The server designated as Staging in prior versions is now called Development. Note for customers

deploying multiple servers: any server other than Development or Production is designated as Test

(can be renamed). A Test server cannot publish configuration packages or modify designs. The

server type (Development or Test) is indicated after the Unifier logo. There is no change to

Production.

Key Changes

Document Manager functions that were available in prior versions (Classic view) are now

provided in the new Standard view. Create, Actions, View and context menu have additional

options -- for example, create a new business process record in the Document Manager. Use one of

two Open options to view and comment on documents. Create and manage views, or use Edit View

in the toolbar to modify an existing view.

Rename Project ID in the project email address. Project Mailbox is the central repository for email

communication between project users and external, non-Unifier users. With this enhancement,

specify a more meaningful and unique Project ID for your projects. In prior versions, the project

email address name was system-defined. Now, in the Options tab of shell details in Admin mode,

the Project ID section is editable.

Other Enhancements

Workflow setup provides two more query conditions to filter task assignees -- Exists In and Does

Not Exist In. Use the new options in the Conditions list to filter assignees based on whether a

specific string field value on the User Attributes form exists in a business process or attribute form.

Additional conditions to filter assignees setup has two new query conditions -- Exists In and

Does Not Exist In -- for string fields.

Use a business process log to create records of that business process only. For example, you

cannot create a Meeting Minutes record in an Action Items log. Click Create to directly open the

business process form, if there is only one workflow. With the removal of the Change to Classic

View link, only standard view of the log is now available.

Retrieve Unifier images in BI Publisher reports when executed outside Unifier. This enhancement

enables the dynamic rendering of Unifier images in reports that are executed from BI Publisher

directly – either manually or scheduled. In prior versions, Unifier BIP reports used either user

session ID or temp token to validate the request sent by BIP server. User session ID is no longer

used. The temp token for job-based (email notification) BIP reports has been replaced with a new

server token.

The ability to sum costed line totals in Summary Payment Applications is now extended to record

creation using CSV and Webservices. This applies to the option in the upper form design: Total the

Cost Breakdown values to the line item. In addition, you can control summary line behavior (read-

only or editable) in the Creation step. Ensure that the validation form associated with the

integration interface has the required setup for viewing and modification of costed line items.

Creating a record via copy carries over any Reset property defined on data elements in the source

record. This is an extension of the earlier Reset enhancement on auto-created records (17.1).

Existing limitations and logic still apply -- default values, auto-population, and formula-based fields

dependent on the Reset field. Reset is applicable for workflow business processes only.

Annotate business process attachments and documents in the Document Manager in the Unifier

Mobile App. View and hide existing annotations or create new ones to highlight important points,

add notes, or communicate changes with team members.

Use text type business processes such as Request for Information and Action Items in the Unifier

Mobile App. Prior Unifier app versions did not support text type business processes. Also, on the

Home screen, view the badge notification indicator on the Tasks tile for tasks currently assigned to

you that have not yet started.

Text--type business process lower form displays a text entry field in Action mode and a

response list in View mode.


Spotlight

Design Summary Payment Applications to allow rollup of costed line values to the corresponding

summary line. Submit summary lines along with cost breakdown, and see the costed line values roll

up to the corresponding summary lines. Examine discrepancies indicated by cell error indicators for

editable summary line fields. Summary value in read-only fields are overwritten. The enhancement

does not apply to formula-based (including percentages) columns.


Document Manager displays a new interface with enhanced usability. The redesign is consistent

with that of Tasks and business process logs. View the folder hierarchy in a single grid. Select a

folder or document to display its information on the right panel in different tabs – Properties,

Permissions, Audit Log, etc. Select documents across multiple folders and perform actions such as

copy, move, etc. Use default views – for example, Published Today, Actions menu options for multi-

record selection, quick filters and other features.


https://youtu.be/mzG4p-Og03I

https://youtu.be/Y_iLlOYBUGs

Key Changes

Display the total of filtered line items in business process records. On the standard tab of cost and

line item business processes, select the Show Filtered Total Amount check box to display the total

of filtered line items -- instead of the total of all line items in the record.

Select Show Filtered Total Amount to display the total of the line items in a filtered view.

Print multiple records in Tasks, Business Process and Master logs. First, select records --they must

be of the same business process type in Tasks logs. Select a print format on the Actions menu and

then print multiple records in HTML, PDF and Custom formats. Print up to 100 records at a time

instead of only one record in previous versions. Since tags generated for XML data in the Sample

Data tab of custom print templates have been modified to print multiple records, administrators

must create templates using the new XML data structure. Templates are also available for email

notifications.

Other Enhancements

Set the maximum number of records to be retrieved for user-defined reports. In the Maximum

Limit for UDR records list in company properties, select the maximum retrieval number (default = 1

million) for the company. At runtime, in the Record count for UDR list, select the number of records

to be retrieved from the server (max number = company-level limit). The limit also applies to

scheduled UDRs and those generated by web services. Prior versions did not provide a limit to the

number of UDR records being retrieved from the server, causing exceptions when the environment

does not support high energy usage.

Use multiple tabs in Document business processes. Support for multiple tabs – seen in line item

and cost business processes in prior versions -- has been extended to document type business

processes. Design up to eight tabs, including detail form tabs and query tabs. The standard tab is

the only one to portray the typical folder and document structure of the document type. The

remaining tabs display the corresponding line item or query tab interface.

Master Log layout and function is like business process logs. There are a few differences in the

options available in the context and Actions menu of a master log versus a business process log —

for example, Copy with Conditions option is not available in the context menu for a record.


Spotlight

Use the new navigation model to access workspaces in Unifier. Home tab is fixed and positioned

just after the Dashboards button. The Mode switch in a tab is relocated to the right side of the Unifier

page with a toggle icon. (It is absent on the Home page.) In the Navigation panel, Expand All and

Collapse All buttons are now at the bottom of the panel. Tasks, Notifications (new name for

Messages), and Drafts logs are independent nodes in the Navigator. Use options in the Switch to Tab

list to navigate to an existing tab. Click + to display a navigation window with three tabs: Recent

Locations, Key Locations and Other Locations. Each tab lists the locations you have access to.

Breadcrumbs are displayed in a bar below the tabs and above the Menu bar.


Key Changes

Workflow action selection and Send button are now on the same side of a form’s toolbar. In earlier

versions, the two functions were on opposite sides of the toolbar. If assignees are preassigned, the To

field is pre-populated

https://youtu.be/8P-j7vQAnMw

Bar code reader in Unifier App for iOS. Scan the bar code on equipment or an asset, and then auto-fill

related fields. This enhancement is also available in Unifier Mobile (web) but bar codes must be

manually entered since there is no camera. Other enhancements include a new Home screen; display

of current Unifier server version in the Settings/About screen; and an enhanced formula evaluation

method for numeric, string, and date fields on forms.


Other Enhancements

In the Tasks log, when multiple payment application records are selected and a workflow action is

performed, the “Remove SOV restrictions” setup option on the referenced commit drives the

update of the selected records. Alerts related to payment applications and negative change commits

are seen only when an action is performed with preview. Alerts are not seen when an action is

performed on multiple records without preview, when editing the status of multiple non-workflow

business process records, and when taking a workflow action through email notification.

https://youtu.be/oIhG58i3WRY

Bulk action without preview correctly reflects the latest value of the sum of line items, if auto-

population is defined on the Amount field on the upper form. If the field is editable and is updated

when performing the bulk action, the new value overrides the auto-populated value.

Business process log is further enhanced with usability features. Enhancements include a business

process-specific Help icon; Attachments icon for upper form attachments; Record Status icon for

overdue records; copy with conditions sub-options; enhanced Manage View list; and lock column

capability. The log of a line item BP with sub-type Line Items to Filter Company Business Process

Records provides a button to view a filtered list of records of the related company-level business

process.

Master Log layout and function is like business process logs. There are a few differences in the

options available in the context and Actions menu of a master log versus a business process log — for

example, Copy with Conditions option is not available in the context menu for a record.

Webservices are now supported for Text type business process in the Unifier app for iOS. Additional

tags for comments have been introduced.

When viewing task emails in a mobile device, Unifier link buttons now render correctly. This was an

issue in prior versions.

In Lease business processes, a single invoice is autocreated for a group of line items instead of

generating an invoice for each line item. In the Auto Creation tab in the Lease business process

setup, a new option is available for grouping line items using selected criteria.


Spotlight

Business process log is enhanced with a new interface, layout, and behavior. In the Standard View

for workflow business processes, the record summary (right pane) now provides information about

the Upper Form — such as record details, workflow, and attachments. For non-workflow business

processes, the record summary (right pane) provides information about the upper form — such as

record details and attachments. An Advanced log defined for business processes in uDesigner is now

used only for BP data pickers. Use the Switch to Classic or Switch to Standard link to change views.

Restrictions related to multiple pay apps and/or multiple negative change commits on a base

commit can be removed. Create a new pay app while another pay app is in-flight, based on the

existing SOV. Unifier displays messages to inform users of the existing conditions.

Key Changes

Tasks log is further enhanced to include reordering of menu functions and list options. For example,

Create is the first toolbar function. In the View list, Create New View and Manage Views are separated

from the other views. Use Manage Views to reorder, delete (custom views only), or hide views.

Define multiple user mode navigators. This enhancement enables the administrator to define

multiple navigators per object: Home, Company Workspace, Program, Project / Shell.

Other Enhancements

Company administrators can specify the type of files that can be uploaded into Unifier per company

security policy. Restrictions can either be in terms of the allowed files or blocked files. Maximum file

size can also be specified.

Update document metadata when document is published to Document Manager. Unifier copies the

values of matching data elements from the record to the document properties. Other enhancements:

make attachment to a line item in a document-type BP mandatory; use line item statuses in

document-type BPs to specify whether attached files are to be published. Also, a Publish option is

available in the Review window in all BP types. Clear the check box if you do not want an attachment

to be published.

In Unifier Analytics, add multiple custom attributes for business processes for facts and dimensions.

Configure the number of fields in the new Custom Fields tab in the Business Processes module.

Customize layout and content of emails to bidders as a part of the RFB business process type.

Templates published to the BIP server are available to configure RFB business process setup.

Configuration, Stamps log provides additional functions: Actions, Tag and Filter. Stamps Elements

interface and Access Control privileges also are modified.


Watch a video demonstrating 17.1 features.

Spotlight

Task log is modernized with enhanced user experience. Use toolbar/page layout options in the task

log enable to perform actions without opening the records, create custom views, and use filters to

manage tasks more efficiently.

Key Changes

A new AutoVue Stamps node is now available in Company Workspace, Admin mode, Configuration.

Import and manage AutoVue stamps and define a master list of elements to use on stamps. Prior to

this enhancement, only two non-editable AutoVue stamps were available in Unifier.

Configuration Packages log has been revamped to enhance usability. Use a wizard to create, export

and import configuration packages.

Document Review screen is enhanced to enable comparison of document revisions in AutoVue. One

or both versions of the document can reside in Unifier, or in your local repository.

Other Enhancements

Reset functionality is extended to the Creation step of a business process. Values on a Creation step

form of an auto-created BP record can be reset, if no longer applicable to the situation. This

enhancement is applicable — by way of a BP creator -- to both the S Step and the I Step ways of auto-

creation.

Auto-creation enhancements provide more options to copy attachments to auto-created records.

Copy an attachment that exists in the line item of a source business process record and place it in the

upper form of the destination BP record.

Internationalization support extended to bidder emails and portal. New fields on the upper form of

the Vendors business process — marked as Master Vendor List — capture language, time zone, and

date format information of the contact in each vendor record. The information is carried over to

bidder forms, email notifications, and Bidder portal content.

https://youtu.be/8P-j7vQAnMw

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