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Primavera Unifier Configuration Package Adjustments (Doc ID 2953094.1)

Last updated on JUNE 14, 2023

Applies to:

Primavera Unifier Cloud Service - Version 23.1 to N/A [Release 23.1 to NA]
Information in this document applies to any platform.


The table below can be used by Unifier Administrators to make adjustments to the configuration included in the Unifier Essentials base configuration package. Depending on when your configuration package was imported and your subsequent updates to the configuration were made, you may want to consider applying these changes.

Reason for Update
Package Effective Date
Guide Reference
Project Status Business Process (BP), users are able to enter more than 100% Project Complete. Add Validation that Project Complete must be between 0 and 100%.  12/2/2021 Unifier uDesigner
End Step forms were View Forms, which did not allow an update via REST. Update workflow End Step form to an Action Form if BP  will be updated via RESTful services. 12/21/2021 Unifier uDesigner, Integration
L1-L10 Financial Approvers may be the final approver on a BP record, which requires a new folder to be created so that the Custom Print  can be saved to the Document Manager. Groups had inadequate Document permissions. Ensure L1-L10 Fiancial Approvers have permission to create subfolders via Document Manager permissions. 1/6/2022 Unifier Administration
Owner Walk Through BP: "Title" was not a required field on the line item, causing auto-creation of the Punch List Item to fail if not populated.  Make  the "Title" field required in the Detail Form of the Owner Walk Through BP. 1/11/2022 Unifier uDesigner
Submittal and RFI use restricted View Forms on terminal status records. Update the end step forms to View forms for Submittal and RFI BPs. 1/25/2022 Unifier uDesigner
Payment Application field "B. Approved Change Orders" was auto-populated (from the Contract BP) on Payment Application creation and did not update  if Change Orders BPs were approved while the Pay App was in flight. The old data element was hidden and replaced with a Query Based Data Element that queries the Change Orders directly. The old data element was set to a formula equal to the new data element so existing records would not be impacted. 2/15/2022 Unifier uDesigner
Several data views were not including View-Only or On-Hold statused Project Shells. Update the following data views, replacing "WHERE STATUS = 1" (Active status) with "WHERE STATUS != 0" (Not Inactive status): ue_cf_headers_all, ue_cost_sheet_org, ue_cost_sheet_pgm, ue_open_tasks_all, ue_pgm_summ, ue_proj_detail, ue_proj_phase_summ, ue_proj_summ, ue_task_analys, ue_user_group_mgmt 3/30/2022 Unifier Administration
Data Cube "Contingency Usage - Last 30 Days" was not supporting multi-currency. Updage Budget Transfer line item field from  "0 - Budget Transfer Line Item / Amount" to "0 - Budget Transfer Line Item / Amount in Base Currency" 3/30/2022 Unifier Administration
 Document Approval BP: Unable to markup documents  Update Upper Form properties in uDesigner to allow modification of line items.  3/30/2022 Unifier uDesigner
Payment Application Custom Print Template formated  the Cost Code as a number not a string, resulting in failure of CBS codes which includes letters to print.  Update the .rtf template for the Pay App BP (<?for-each:current-group()/uxuepya_lineitem[./INDENTLEVEL=1]?><?sort:ORDERID;'ascending';data-type='number'?>)  4/14/2022  Unifier Administration
 Issue BP: User could select "Yes" to create a Change Request without entering a "Change Reason", which causes the auto-created Change Request BP to miss the required field. Create a Dynamic Data Set to require the "Change Reason" field if user choosed to auto-create a Change Request BP.   4/29/2022 Unifier uDesigner
 Payment Application BP: Possible to send record to next step for approval with negative balance to finish. Moved Form Validation earlier in the workflow to avoid submitting Pay Apps with negative balance to finish. Validation was previously only on record final approval.  7/13/2022  Unifier uDesigner
Payment Application BP: Able to enter more than 100% Work Retainage % and Stored Material Retainage %.  Added Validation that Retainage % must be between 0 and 100%.  7/13/2022  Unifier uDesigner
 Issue BP: User could select "Yes" for Cost and Schedule impacts without entering the impacts. This will create issues on auto-created Change Request records. Add Dynamic Data Sets in uDesigner to forms where Cost and Schedule Impact fields are editable to require detail if "Yes" is selected.  8/9/2022  Unifier uDesigner
 Two Data Views include a divisor equal to zero. Update: ue_proj_summ (Project Summary text file) and ue_pgm_summ (Program Summary text file). See attached text files.   8/9/2022 Unifier Administration
Query Based Data Elements (QBDEs) using Amount in Project Currency.  Update QBDEs in BP Configuration to use Amount instead of Amount in Project Currency for the following BPs: Change Order, Change Request, Contract, Purchase Order, PO Amendment, and Invoice.  8/21/2022  Unifier Administration
 The Financial Summary block on the Upper Form of some BPs displays  incorrect results when records are creating in a currency that is not the Project  Currency.  Remove the ability to create records in a non-Project Currency for the Budget Change, Forecast and Fund Appropriation BPs. Remove the Currency Block on the Upper Forms. 9/2/2022  Unifier uDesigner
 Initial Budget BP may reset line item quantities to 1 when record is auto-created by an Estimate record. Update Estimate BP setup for auto-creation of Intitial Budget to bypass the Initation Step during Auto Creation.  9/15/2022  Unifier Administration
Change Order BP was not allowing consolidation of line items from the Change Request.  Replace query conditions for the "Originating Change Request" BP data picker to match Project Number. This will only allow users to consolidate Change Request Line items from the same Project to the Change Order. Also,  allow consolidation of previously consolidated line items when the Change Order status is "Canceled" or "Rejected." This allows previously consolidated Change Request line items to be selected on a second Change Order if the first Change Order is canceled or rejected.  10/27/2022  Unifier uDesigner
 Data views ue_pgm_summ and ue_proj_summ will not run in DB Version 19c (Unifier 23.1). New DB is more restrictive. Remove any duplicate alias from the data view. See attached Unifier 23.1 (Database v19) Unifier Essentials Data View Fix PDF.  1/18/2023  Unifier Administration
Budget Change Custom Print shows  Current Budget as Initial Budget.  Replace the data element used for Initial Budget with the correct data element: "ue_gen_IBQBDE" on the Budget Change Custom Print .rtf Template.  3/20/2023  Unifier Administration
 Data view "ue_news_feed" which provides data for Dashboards and Reports creates error: "sting concatenation is too long." Update ue_news_feed Data View SQL. Replace row 324:
"REPLACE(nvl(OLDVALUE,''),'null','') || ' --> ' || REPLACE(nvl(NEWVALUE,''),'null','') as EVENTTEXT,"

with a Case statement:
CASE WHEN LENGTH(REPLACE(nvl(OLDVALUE,''),'null','')) > 50
 THEN substr(REPLACE(nvl(OLDVALUE,''),'null',''),1,50) || '…'
 ELSE REPLACE(nvl(OLDVALUE,''),'null','')
 ||'--->' ||
CASE WHEN LENGTH(REPLACE(nvl(NEWVALUE,''),'null','')) > 50
 THEN substr(REPLACE(nvl(NEWVALUE,''),'null',''),1,50) || '…'
 ELSE REPLACE(nvl(NEWVALUE,''),'null','')
 3/20/2023 Unifier Administration
 Special characters in Project Shell Number and Publish Path fields will cause Shell Creation and Document Publishing to fail. Add Validation using Advanced Formulas to not allow special characters in Project Number, and Publish Path Fields on Project Request, Folder Template, Company Configuration, and Project Configuration BPs.  3/20/2023  Unifier uDesigner
 RFB BP: The hidden Short Description field on the Bidder detail form  prevents CSV upload of line items by Bidders. Remove the Short Description field from the hidden block on the RFB Bidder Detail Form.  3/20/2023  Unifier uDesigner



































































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