Everybody’s excited about the 16.1 release of Oracle’s Primavera Unifier! Here’s a quick look at a high-level overview of the new features and functionality, and then a deeper dive into on the Facilities Management and Real Estate Management (FMRE) module that Gaea co-developed with Oracle.
What’s new in Unifier 16.1 Overview
- FMRE enhancements
- Primavera Unifier mobile app for iOS
- Project Controls enhancements
- Primavera Analytics enhancements
- AutoVue 3D support
- Usability enhancements
FMRE Enhancements Overview
Space Manager Enhancements
Query-Based Tabs on Space Records
Unifier 16.1 extends support for query-based tabs (QBTs) functionality — currently seen in line item and cost business processes — to Space Manager records. The enhancement enables the creation of QBTs to view, summarize, and report on occupants, equipment, assets, and work orders in a space.
The implementation requires the placement of a space picker on the source business process upper form to link the space record to the business process. A maximum of 8 QBTs are allowed in uDesigner.
Summary elements (Average, Count, Total, Maximum and Minimum) can be placed on the detail form of the space type. Note: Item Logs node is not available for space QBTs.
After a space type with QBTs is deployed from uDesigner, the functionality is available in User mode on the space record of that type. In User mode, use Create, Copy, and Find features in the tab. The enhancement supports custom prints, custom reports, and UDRs (summary elements information).
To access this feature:
In uDesigner, navigate to a space type in Space Manager. Click Query Items to access Query Tabs and Summary Elements.
In User Mode, navigate to Space Manager in a project. Open any space record to display the QBTs, if designed.
Space and Level QBTs on Business Process Records
In Unifier 16.1, line item and cost business processes now support query-based tabs for level and space objects from Space Manager. For example, the Employees business process can have Floors and Spaces QBTs to show their physical location. Similarly, Lease business process can display tabs for a list of floors and spaces to manage their leases.
The method for defining space and level query tabs is the same as for business process query tabs. Labels and names of dialogs have changed to cater to this enhancement. For example, the dialog is now named Select Business Process/Attribute. The label in the Reference BP field is now Reference BP/Attribute.
Space and level QBTs support the definition of summary elements of all type — Average, Count, Total, Maximum and Minimum. They can then be placed in the upper form of parent business processes.
After space and level QBTs are defined, they are automatically available in Item Logs where they can be renamed and have queries defined to filter display of their records at runtime.
Unlike business process QBTs, you cannot create new space or level records within QBTs in User mode. You can copy or edit records displayed in the tabs. In company-level business processes, space/level QBTs have only the Find functionality. New and Copy are not available.
HTML Print, and Custom Print are available to print space and level QBTs. Custom reports and UDRs can be used to report on summary element values.
To access this feature:
In uDesigner, navigate to a line item/cost type business process in Business Processes. Click Query Items to access Query Tabs and Summary Elements. Use Item Logs to rename and define queries in the space/level QBTs.
In User Mode, navigate to a business process log in a project or company workspace, which has the space/level QBTs defined. Open any record to view and use the QBTs and summary elements.
Space Manager Levels UI Changes
In Unifier 16.1, the landing page of a level record has been enhanced. When you open a level record from the levels log, the level details page opens. The first column displays an icon to indicate if a level drawing file has been uploaded. The landing page in earlier Unifier versions displayed the level drawing on the upper section and a mini-log below, which displayed its related spaces. The level drawing did not display optimal quality.
Click Spaces on the details toolbar to view the related spaces of the level record.
Click View on Drawing to open the associated level drawing file. This uses a supported version of DWF viewer / Autodesk Design Review that allows you to view polylines for a space in the space grid. View the drawing file from the Attachments window using AutoVue to comment or mark up. Both are existing functionality.
Note that Spaces and View on Drawing functions are also available on the Levels log toolbar to view related spaces and drawings for a selected level record in the log.
Also note that options that were available in the mini-log and relevant to the drawing file — Bulk Edit, Fill by, and Text by — have been removed.
To view this feature:
In User mode, navigate to the Levels log in Space Manager in a project. View the enhanced log. Also, open any level record to view the details page and its functions.
Preventive Maintenance Enhancements
Pushing changes from PM Book Templates
Push changes from a PM Book template to all or selected PM Books that were created using this template. For example, push changes in frequency of maintenance documented in PM Books or additional maintenance items from PM Book Templates.
Typically, an asset business process (BP) auto-creates a PM Book after picking a PM Book Template. The asset is generated from an Asset Template. In previous versions of Unifier, when changes were made to the PM Book Template (or Asset Template), there was no way to push these changes to the PM Books generated from the PM Book Template (or via the asset BP). Customers had to manually update the records, which potentially led to errors.
Unifier Administration Mode
A new node, Business Process Updates, has been introduced in the Administration Mode Navigator of Company Workspace and shells. This is where updates from PM Book Template can be made to the PM Book records.
The toolbar options of the log allow you to create new update requests from PM Book Template records, cancel a request, or open an existing request.
New set of Administration Mode Access permissions has been introduced for the Business Process Updates Log.
Updates from PM Book Template:
- Impact PM Books generated from that template
- Can be real time or scheduled updates
- Modify all or selected PM Books — use the option to exclude PM Book records from updates.
- Select upper form fields
- Select rows from tabs
- Select fields from tabs
- Add new rows in tabs (Time based tabs only)
- Note: In order to update line items of PM Books, they must reference line items of PM Book Templates.
This capability is not available in project templates.
A new data element, uuu_no_upd (Prevent Business Process Updates?) can be placed in the upper forms of Asset, PM Book and PM Book template. If auto-creation has been defined from an Asset source — a PM Book template to a destination PM Book, then this field value is copied over at runtime.
To access this feature:
Company level PM Book Templates and PM Books: Navigate to Company Workspace tab, Administration Mode. Then, Name.
Project level PM Book Templates and PM Books: Navigate to the project tab, Administration Mode. Then, in the Navigator, select Business Process Updates under Setup.