Unifier Training Add SOV Line What is Unifier

Unifier Training Add SOV Line

What is Unifier? Unifier is a web-based system for managing the flow of information in projects. Unifier lets you track and manage the complete project management life cycle; from new project requests, funding, budgeting, scheduling and contracting, through changes, document management, invoicing, closeout and archiving. Through Unifier, executives and project team members can better manage all data and business processes in one centralized system.

Introduction to Business Processes A Business Process (BP) in Unifier is: Form + Workflow

What is Add SOV Line? Add SOV Line is a BP that was created in order to add new SOV lines to Purchase Orders. SOV Lines are “Schedule of Value” lines on Purchase Orders. Each of these lines equate to one line item. These new SOV lines are created so that you can amend a Purchase Order by using a new line item instead of amending the previous line item. This way you can keep costs organized on the PO.

How to Navigate Add SOV Line • To Create a new Add SOV Line: • Go to Commitments underneath Financial Transactions in the Project Tab. • Then select Add SOV Line • Next select “Create” to create a new Add SOV Line Record

Forms of Add SOV Line Business Processes within Unifier can have two types of forms: • Upper Form • Detail Form The Upper Form is the form that is filled out when inputting all of the general information about the New SOV Line. Any field that is greyed out in the form is read -only, and populated based on information the system already knows or one of the other fields you enter data in. To process the record to move to another step of the workflow, you need to fill out all the required fields (noted by a red asterisk). Once complete, set the workflow action and hit send. It will automatically send it to the next person in the workflow.

Forms of Add SOV Line The Detail Form is the form used to enter the Cost Code you would like to associate with the new PO line you are creating. To access the Detail Form from the Upper Form: • Click “Standard” on the top left of the record To process the record and send it to the next step of the workflow, you must also input all required information on this form. To enter this information: • Click the “Add” button and select Detail Line Item. This will open the line item data input box.

Logs of Add SOV Line Logs in unifier are a record, where specific Data Elements from the Action Form are captured and placed on a line. Each line equates to one Add SOV Line Record. This allows for quick and easy access to locate which record you are looking for. You can sort and find a record by one of the specific Data Elements, select “Find” to search for the most specific information.

Logs of Add SOV Line Recently added to Unifier logs is a preview window. From this window, you can view all of the data on a record without opening the record itself. From this preview; you can seen the Upper Form (Record Details), Workflow Progress, and the Attachments.

The Workflow This is the Workflow for Add SOV Line. When creating a new record using this Business Process, it will follow this workflow. When the Record is moving through the workflow, any time it goes to the next step; whomever is in charge of that task will be notified that they have something waiting to review or work on.

Demonstration – Review a Records in Unifier Repeat the following steps every time you review a record: 1. Orient Yourself in the workflow by examining the Task Details. Who sent the document? What am I being asked to do? 2. Review the Upper Form, Line Items, General Comments, and Attachments. 3. Accept the Task. 4. Update the record with data, General Comments, or Attachments. 5. Determine a Workflow Action and, if needed, a destination. 6. Send the Record to the next step.

FAQ’s Q: I know I have a task in Unifier but I lost the email. Where can I find the task? A: Log in to Unifier. A complete list of all tasks can be found under the Home tab. Select “Tasks” from the left-hand navigation bar. Q: I don’t see all my projects in the list on the Home tab. A: The home tab only displays projects on which you have tasks. Complete project lists can be found under the Projects Tab or Build it Back Tab. Q: Who do I contact for Unifier Support? A: If you need additional Unifier support contact Eddie Cardozo or Jonathan Kuehn.