Unifier Training Gates What is Unifier Unifier is
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Unifier Training Gates
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.
What are Gates? Gates are an automated Project Phase system within the Unifier environment. You can tie each of these phases to either a BP status or schedule date. Once the BP status or schedule date has been achieved, the process will automatically move the project to the next phase. These automatic pushes occur nightly.
How to Navigate Gates • Access Gates By: • Going to your project • Finding Gates on the menu tree
How Gates Works The Gates process will automatically push a project through the phases as each requirement have been reached. If you have a project that will not be able to meet one or more of the requirements, you can manually push the project gates to the next phase. To do this: • Click Edit in the top left • Check the boxes “Complete” and “Ignore Condition” for the requirements you don’t need to follow • Once done click “OK” • Finally press “Advance to Next Phase”
Uconn’s Gate Phases • Uconn’s Phases: • Preplanning • Planning • Design • Procurement/Bidding • Construction • Startup/Commissioning • Occupancy • Close Out • Closed
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.