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Capital Planning and Project Management.

Unifier Glossary of Terms

Action Details
Details on where/who a Business Process will go to after each step. Some destinations are pre assigned, others are chosen by the user. Other project users may receive a CC: in this section.

Action Item
A Business Process for initiating some action of the part of another project team member (telling them to do something).

Alerts
Notifications that are triggered by an event (schedule milestone, budget threshold, etc.).

Budget Builder
A Business Process and Project Manager tool that allows budget line item distribution in Unifier to provide initial budget information or "what if?" scenarios throughout the course of the project. Has no effect on the actual budget.

Budget Changes
A Business Process used to modify the project budget through addition/subtraction of funds, budget reallocation at the end of a project phase, and/or budget reallocation among WBS codes.

Budget Distribution
A Project Accounting tool used to set up the Initial Budget (distributes budget allocations among WBS codes).

Business Process
(Also called "Task" or "BP") A formal transaction in Unifier that follows a pre-defined workflow. Examples are: Purchase Order, Plan Review, Progress Update, etc.

Change ETC
A Business Process used to change the forecasted future commitments and expenditures in a project budget.

Change Order Request
A Business Process with multiple workflows used to create unanticipated change orders for all consultants and vendors (except the Prime Contractor) References the "Purchase Order" Business Process and Schedule of Values.

CO-Payment Application (Contractor Change Order)
A Business Process for the Prime Contractor used for making unanticipated changes to scope, schedule and/or contract amount. References the "PO – Payment Application" Business Process and Schedule of Values. Also contains a workflow for the "Zero Dollar Line Item Transfer" tool for moving funds from one WBS line to another in the Schedule of Values without adding any monetary value to the contract or changing the scope and schedule.

Collaboration
All of the Business Processes involve the cooperation of multiple parties and are managed under the Task section of the Collaboration menu.

Contract Amendment (Consultant or Vendor)
A Business Process with multiple workflows used to create anticipated change orders for all consultants and vendors (except the Prime Contractor) References the "Purchase Order" Business Process and Schedule of Values.

Contract Amendment (Prime Contractor)
A Business Process for the Prime Contractor used for making anticipated changes to scope, schedule and/or contract amount. Typically used to establish the Guaranteed Maximum Price (GMP). References the "PO – Payment Application" Business Process and Schedule of Values.

Document Manager
Name given to the Unifier module containing the project documents. Each numbered folder contains a number of sub folders as corresponds with the normal project documentation system.

Drafts (Business Process)
If for some reason the information on a Business Process step is only partially filled in and the user has to leave, they may save the form and it will be sent to the Drafts folder.

Invoice
A Business Process used to create invoices which roll up to the project cost and funding sheets, referencing the "Purchase Order" Business Process.

Payment Application
Any Business Process that contains this phrase refers to a transaction associated with the Prime Contractor.

Payment Application (BP)
A for contractor use, a Business Process that uses the WBS picker to create monthly progress payment applications that roll up to the project cost sheet.

Plan Review
A Business Process used to initiate and coordinate the review of documents and drawings among University stakeholders.

Purchase Order (PO)
A Business Process to create purchase orders for all consultants and suppliers other than the Prime Contractor.

PO - Pay App (Contractor Purchase Order)
A Business Process used to create a purchase order for the Prime Contract, utilizing the unique contractor´s Schedule of Values.

Progress Update
A Business Process used to make periodic updates to project information, and to move the project from one phase to the next.

Project Cost Sheet
Contains an up to date project cost analysis with budgets, budget changes, estimates to complete and payment information on a WBS line item basis.

Project Information
Contains the Project Directory (Unifier users and their emails) and a section for detailed project information, including square footage breakdown.

Project Logs
Provides a record of all of the Business Processes in the project, including an audit log of each transaction. Business Processes can also be initiated from the Project Log.

Schedule of Values (SOV)
The "dynamic element" of any Purchase Order, Change Order, Invoice, or Payment Application. The SOV displays the WBS line items associated with the BP, and provides "live" cost data about original PO line item amounts, change orders, paid-to-date, and remaining balances.

Summary (Standard View)
A screen providing basic cost, budget, schedule and task information (the elements displayed cannot be modified).

Summary (User View)
A screen that provides basic project information as well as information on Business Processes used in the project and project users (the elements displayed are user-defined).

Task
(Also called "Business Process" or "BP") A formal transaction in Unifier that follows a pre-defined workflow. Examples are: Purchase Order, Plan Review, Progress Update, etc. Users are notified when they have a Task to perform.

Transmittal
A BP used to transfer documents between project members in Unifier, similar to a fax cover sheet.

uMail
A messaging system for project team members within a specific project in Unifier. Users not in unifier can be copied on messages but cannot respond. All messages sent in uMail are saved in the project, and can be linked to Business Processes.

User Defined Reports
Custom designed reports that can draw data from various sources within the Unifier database.

Workflow Actions
Desired action on any given step of a Business Process, as defined by the BP workflow (a flow chart process in which the progress of the BP follows a specific approval, or processing path to completion).


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