Oracle Primavera Unifier 23.10 新特征

根据官方的说法，Unifier 23.7 ~ 23.9 更多为对功能bug的修复，以下将对23.10进行重点介绍

Cost Sheets

Cost Sheets Support Conditional Formatting

Conditional formatting of table data is now supported in cost sheets with features such as cell background and fill colors, font colors, data bars, and icons. Apply multiple conditional formats to a column so that different ranges can be marked with separate visual indicators.

Screen image of conditional formatting options, showing how different values can result in different text colors and data bars.

Screen image of a cost sheet, with data bars in the Approved Estimates field, cell background and text colors in the Approved Contracts field, and arrows with colors and directions in the Forecast column.

Integration

Export, Update, and Import Records with Line Items

Export data from multiple records – including both main form and line item data – to a spreadsheet, make changes to the existing data, and import that back into Unifier to update those records and line items.

Exported files will contain three or more worksheets: Instructions, the Main Form, and a worksheet for each line item tab in the business process record.

Screen image of the warranty business process, with the Bulk Update drop-down menu selected, and then selections of Export Data and Selected Records; the remaining two choices are to export only the Main Form or the Main Form and All Line Items.

A screen image of a spreadsheet, showing 8 lines of data exported from a warranty business process. There are four worksheets: instructions, the main form, equipment, and key contacts.

Cash Flow

Filter Curve Data on Additional CBS Attributes

CBS or Summary CBS cashflow views are enhanced with a filters tab which allow users to filter rows based on CBS attributes.

For example, you might display cost codes in a worksheet where Cost Item Type equals either Hard Cost or Soft Cost.

Screen image of a cash flow edit view panel, showing the filters tab selected, and the condition that data elements Segment 1 should contain the value 100.

General Spends and Change Commits

View Commit Remaining Balance in General Spends and Change Commits

Populate the schedule value and commit remaining balance from a referenced SOV line item in a General Spends, or Change Commit business process detail form. You can also populate the schedule value and commit remaining balance in the line item when issuing a new invoice for an SOV line item.

For designers, the auto-populate definition window shows Scheduled Value – uuu_scheduled_value and Commit Remaining Balance – uuu_commit_remaining_balance.

Screen image of a line item details pane, with the Schedule Value field automatically completed and highlighted.

Screen image of another line items details pane, with the Commit Remaining Balance field automatically completed and highlighted.

Security

Password Change Terminates Active Sessions

When a user password is changed – whether by an administrator or a user – all that user's sessions will be terminated across all interfaces for configurations that are not using single sign on.

This termination of all sessions will also occur when an administrator forces a logout.

Cashflow

Define Cut Off Spend Date in Cash Flow Templates

An administrator can now define the cutoff spend date in cash flow templates of financial periods. The system can validate these cutoff dates when creating or updating cash flow properties of financial period type in shell instances.

Earliest and Latest Dates in Summary Rows

View the "earliest from" and "latest to" dates in summary rows when grouped by CBS attributes in a cash flow worksheet.

CMx Pickers

Query-Based Filtering of CMx Pickers

As an administrator, you can configure query conditions on CMx picker data elements to restricte the visibility of available data at runtime. Add a new query in the query log and show a toolbar checkbox to show results matching any query conditions.

Users can click on a picker overlay icon to retrieve a list of only those codes which match defined query conditions.

When using CVS/REST/SOAP integrations to create or update a business process record, a CMx picker data element that does not honor the defined query conditions will result in an error.

Screen image of the Pickers node of a business process configuration screen, showing the option to add a query condition.

Screen image of a Code and Record based picker, showing the results of clicking on a CMx Picker overlay.

Comments

Permission to Delete General Comments

An administrator can now define permission for both workflow and non-workflow business processes, allowing a user or group the ability to delete comments on a business process record or to update the Hidden Comment checkbox.

This permits the removal of comments that were added in error or should not be visible to all users.

Administration - Shells

Standard UI Now Used for Shell Creation

Company and project administrators will now use the standard user interface when creating new shells and shell templates. When copying a shell template to create a new shell, the copy modules window is enhanced to allow selection of all modules using a single checkbox.

Screen image of the new shell details window, with the General tab selected.

Toggle Between Manual and Auto-Numbering of Shells

An administrator can now toggle between automatic and manual numbering and numbering format within shell manager configuration. Subsequent records will be created using the chosen scheme.

An audit log is also added to track changes.

Administration - Document Manager

Set Auto-Publish from Business Processes to Override DM Permissions

In all business processes except text-type BPs, specify that records will be published to the document manager irrespective of whether a particular user has permission to access the destination folder.

Image of the General Configuration screen for a business process, highlighting the option to set a checkmark beside Override DM Permissions.

Administration - Cash Flow Jobs

View and Manage Cash Flow Jobs

A Unifier administrator with appropriate permissions can now view all cash flow jobs across projects in a single log.

Cash flow jobs from inactive projects can now be disabled; cash flow jobs or auto snapshots from multiple projects can be managed with a single click.

Administration - Environment

Change Server Label for Test Environments

An administrator can now change change the label of a test environment. This does not need to be unique among test environments. The name is limited to 30 characters, which may include alphanumerics, the underscore, and a minus-sign.

Administration - Base Currency

Set Base Currency on First Admin Login

When the Company Administrator for a Unifier installation logs in for the first time, a dialog box will prompt for the selection of a base currency. No further action can be taken in Unifier until the base currency is selected.

After a base currency is selected, the Company Administrator will receive a confirmation dialog box to confirm or change that selection.

Until the Company Administrator has logged in and selected the base currency, no other user will be able to log in.

Screen image showing a pop-up window announcing that a base currency must be selected and offering a drop-down picker to set the base currency.

Screen image of a pop-up window asking the company administrator whether or not the choice of base currency should be confirmed.

Administration - uDesigner

Compare Two Business Process Designs

Compare two versions of a business process using the BP Visualizer tool. Colors indicate Modified, Added, and Deleted objects.

Screen image of a comparison between two versions of an Action Item business process, with colors showing modified and added objects.

Specify Due Date in Auto-Creation Destination BP

During auto-creation, pass a Due Date element from the source business process record to the destination record.

The Due Date element in the auto-creation setup and the source record must be in the same format, else the Due Date in the auto-created record will be left blank.

Image of an auto-creation screen, where the Record Duration Due Date Element is set to Due Date.

Detail Form Validation in Document-Type Business Processes

A new option in uDesigner allows users to decide whether to run form validation on business process records with line items importing attachments.

Screen image of a business process configuration window with the General tab highlighted and a highlight around the checkbox item labeled Enforce validations on Detail form.

Integration

Improved Error Messaging

More detailed and descriptive error messages are now provided when creating or updating records or line items through integration.

This includes situations where validation rules fail, when data element value errors occur, and when duplicate picker values are found.

RESTful Service for Workflow Business Processes

An administrator can now grant required access to Get and Update business process workflows for RESTful services.

Such services provide the list of users associated with a workflow business process record in a shell or company, including record owner, assignees, and those included in CC fields.

Users can also be added or removed through RESTful services.

Sort Cost Sheets via REST

Sort CBS Codes in a Project Cost Sheet using a REST call.

Update Shell Options via REST

Retrieve and update shell options via REST, including:

Add / Update currency codes
Add / Delete Links
Add / Remove Custom Prints
Add / Remove P6 and OPC Projects on the Integration tab
All fields on the Options tab

Create Snapshots in Cash Flow Detail Curves

Use a RESTful service to create or delete a snapshot of a detailed cash flow curve.

Mobile

Delete Comments and Update the Hidden Comment Checkbox

Administrators can now grant designated users or groups the ability to remove or hide comments, on workflow and non-workflow business proceses.

Password Change Terminates Active Sessions

When a user password is changed – whether by an administrator or a user – all that user's sessions will be terminated across all interfaces for configurations that are not using single sign on.

This termination of all sessions will also occur when an administrator forces a logout

Query-Based Filtering of CMx Pickers

As an administrator, you can configure query conditions on CMx picker data elements to restrict the visibility of available data at runtime. Add a new query in the query log and show a toolbar checkbox to show results matching any query conditions.

Users can click on a picker overlay icon to retrieve a list of only those codes which match defined query conditions.

When using CVS/REST/SOAP integrations to create or update a business process record, a CMx picker data element that does not honor the defined query conditions will result in an error.

Permission to Delete General Comments

This permits the removal of comments that were added in error or should not be visible to all users.

Download All Business Process Records

Download all the records of a given business process at once, providing offline access. On the business process picker will be able to access these records, and with only minimal data required for referencing.