Good business notes

Taking notes is vital to remembering and keeping track of developments. With multi- layered complex project management the task can sometimes seem overwhelming. Good notes not only keep the project on track they can be vital for contractual compliance when a project is looked back upon later. This is where Oracles Primavera Unifier comes into its own.

Oracles Unifier Document Manager Overview maintains all the files and documents for a project and the notes you add to it. Each project/shell includes its own Document Manager, as well as another Document Manager residing at the company level.

The manager ensures that employees and project/shell members are always using the most current versions of documents. Files in the Document Manager are stored on the Unifier file server. In Unifier, they can be organised into a “folder” structure to categorise them and make them easily available, much like a filing cabinet.

The Document Manager can be integrated with all other business processes so users of Unifier can initiate a business process directly from the Document Manager and automatically attach notes,  files and folders into it. In addition, you can design a business process to automatically publish its records, along with their comments and attachments, to the Document Manager.

If Unifier is used to its full potential it can produce a detailed audit trail of the record information through the entire business process. You can store documents directly in a node, or organise them into folders under a node. Users can upload, download, revise, or mark up all project documents from this node with check-in/check-out, document lock, and revision history features for version control. It’s hard to imagine how Project Managers manage without it.

how can we help you?

Contact us at the Hyde Park Solutions office nearest to you or submit a business inquiry online.

Looking for Project and Cost Control Consultant?