Download Unifier User Guide - Facilities Management

[SKIRE UNIFIER™ USER TRAINING GUIDE]
Page iii
Table of Contents
Table of Contents
Introduction to Unifier™ ......................................................................................................................................5
What is Unifier™?.............................................................................................................................................5
Terminology .........................................................................................................................................................6
Getting Started.....................................................................................................................................................9
Log in and Out of Unifier ..................................................................................................................................9
Understanding the Unifier Interface............................................................................................................. 10
Navigation Tabs............................................................................................................................................. 10
Home Tab .................................................................................................................................................. 10
Company Workspace Tab ......................................................................................................................... 11
Projects Tab............................................................................................................................................... 11
Getting Around in Unifier.......................................................................................................................... 12
The Navigator ............................................................................................................................................ 12
Modes and Nodes ................................................................................................................................. 12
Modes ................................................................................................................................................... 12
Nodes .................................................................................................................................................... 12
Bookmarks ............................................................................................................................................ 13
Links ...................................................................................................................................................... 15
User Preferences ................................................................................................................................... 15
E-mail Notifications ............................................................................................................................... 17
Projects in Unifier ......................................................................................................................................... 19
What is a Project? ..................................................................................................................................... 19
Project Flows in Unifier ......................................................................................................................... 19
How are Projects Created? ....................................................................................................................... 19
Unifier Project Setup Process................................................................................................................ 20
Establishing a Project Budget for Unifier .............................................................................................. 21
Business Processes ................................................................................................................................ 21
Forms .................................................................................................................................................... 22
Line Item Controls ................................................................................................................................. 23
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