Oracle

Primavera
Unifier Facilities and Asset Management User Guide

Version 21
August 2021
Contents
Introduction ...................................................................................................................................... 7
About this Guide ............................................................................................................................... 9
Downloading and Configuring FAM................................................................................................. 11
Components of FAM ....................................................................................................................... 13
uDesigner .............................................................................................................................................. 15
Configurable Modules (managers) ............................................................................................ 15
Document Manager ................................................................................................................... 16
Space Manager .......................................................................................................................... 16
Shell Manager ............................................................................................................................ 18
User Administration.................................................................................................................... 19
Data Structure Setup ........................................................................................................................... 21
Data Views .................................................................................................................................. 23
Data Cubes ................................................................................................................................. 23
FAM Business Processes (BPs) Types................................................................................................. 25
Cost Type BPs ............................................................................................................................. 27
Line Type BPs ............................................................................................................................. 28
RFB Type BPs.............................................................................................................................. 29
Simple Type BPs ......................................................................................................................... 29
Shell Creation Type BPs ............................................................................................................. 30
Dashboards........................................................................................................................................... 31
Groups ................................................................................................................................................... 35
Shell Templates .................................................................................................................................... 37
Third-Party Applications ....................................................................................................................... 39
FAM Navigation Tabs Structure in Unifier ....................................................................................... 41
Home ..................................................................................................................................................... 44
Company Workspace ........................................................................................................................... 46
All Properties ......................................................................................................................................... 51
Regions ................................................................................................................................................. 54
Sites ...................................................................................................................................................... 55
Buildings ............................................................................................................................................... 57
Linear Assets ........................................................................................................................................ 61
Land ...................................................................................................................................................... 61
Set up FAM Base Product ............................................................................................................... 63
Modifying the All Properties Single Record ......................................................................................... 63
Specifying the Space Occupancy Statuses ......................................................................................... 64
Portfolio Management .................................................................................................................... 65
Portfolio Management User-Defined Reports (URDs) ........................................................................ 65

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Unifier Facilities and Asset Management User Guide

Unifier Facilities Management ........................................................................................................ 67

Facilities: Asset Management.............................................................................................................. 68
Asset Creation ............................................................................................................................ 68
Asset Templates ......................................................................................................................... 68
Assets by Type ............................................................................................................................ 69
Asset Warranty ........................................................................................................................... 69
Asset Meters ............................................................................................................................... 69
Asset Management Business Processes (BPs) ........................................................................ 69
Assets Business Process ................................................................................................... 71
Assets Creator Business Process ...................................................................................... 73
Asset Templates Business Process ................................................................................... 75
Meters Business Process................................................................................................... 77
Asset Management User-Defined Reports (UDRs)................................................................... 78
Facilities: Maintenance Management................................................................................................. 78
Portal Service Requests ............................................................................................................. 79
Work Order Requests ................................................................................................................. 79
Corrective Work Order ................................................................................................................ 79
Preventive Work Order ............................................................................................................... 79
Job Plans ..................................................................................................................................... 79
Preventive Maintenance (PM) Books ........................................................................................ 80
Material Stock-Keeping Unit (SKU) ........................................................................................... 80
Material Inventory ...................................................................................................................... 80
Material Requests ...................................................................................................................... 81
Materials Received..................................................................................................................... 81
Maintenance Management Business Processes (BPs) ........................................................... 81
Corrective Work Orders (CWO) Business Process ............................................................ 83
Material Requests for CWO Business Process ................................................................. 85
Preventive Work Orders (PWO) Business Process ............................................................ 87
Material Requests for PWO Business Process ................................................................. 89
Job Plans Business Process .............................................................................................. 91
Material SKUs Master Business Process .......................................................................... 93
PM Book Templates Business Process ............................................................................. 95
PM Books Business Process.............................................................................................. 97
Service Requests Business Process ................................................................................. 99
Work Order Requests Business Process ......................................................................... 101
Maintenance Management User-Defined Reports (UDRs) ....................................................102
Facilities: Space Management ..........................................................................................................103
Space Planning Classifications ...............................................................................................104
Stacking Plans ..........................................................................................................................104
Space Requests & Assignments .............................................................................................104
Move Management ..................................................................................................................105
Room Reservations ..................................................................................................................105
Space Management Business Processes (BPs).....................................................................105
Room Reservation Business Process.............................................................................. 107

4
 Contents

Space Assignments Business Process ............................................................................ 109

Space Occupancy Statuses Business Process ............................................................... 111
Space Requests Business Process ................................................................................. 113
Space Management User-Defined Reports (URDs) ...............................................................113
Space Management Custom Reports .....................................................................................113
Facilities: Condition Assessment Management ...............................................................................114
Facility Inspections ...................................................................................................................114
UNIFORMAT II System Codes...................................................................................................114
Facility Condition Index (FCI) ...................................................................................................115
Facility Condition Manager ......................................................................................................115
Condition Assessment Business Processes (BPs) .................................................................115
Facility Inspections Business Process............................................................................. 117
Unifier Real Estate Management.................................................................................................. 119
Real Estate: Leases Management ....................................................................................................120
New Lease Requests ...............................................................................................................120
Leases .......................................................................................................................................120
Lease Contacts .........................................................................................................................121
Common Area Maintenance (CAM) Reconciliation ................................................................121
Lease Actions ...........................................................................................................................121
Lease Amendment Requirements ..........................................................................................122
Lease Invoices ..........................................................................................................................122
Lease Payments .......................................................................................................................122
Lease Termination ...................................................................................................................122
Leases Management Business Processes (BPs) ...................................................................123
New Lease Requests Business Process ......................................................................... 125
Leases Business Process ................................................................................................ 127
Lease Contacts Business Process................................................................................... 129
CAM Reconciliation Business Process ............................................................................ 131
Lease Actions Business Process ..................................................................................... 133
Lease Amendment Requirements Business Process .................................................... 135
Lease Invoices Business Process.................................................................................... 137
Lease Payments Business Process ................................................................................. 139
Lease Termination Business Process ............................................................................. 141
Leases Management User-Defined Reports (UDRs) ..............................................................141
Real Estate: Transactions Management ...........................................................................................142
Prospective Properties .............................................................................................................143
Property Acquisitions ...............................................................................................................143
Property Dispositions ...............................................................................................................143
Property Creation .....................................................................................................................143
Transactions Management Business Processes (BPs)..........................................................143
Prospective Properties Business Process ....................................................................... 144
Property Acquisitions Business Process ......................................................................... 145
Property Dispositions Business Process ......................................................................... 146
Property Creation Request Business Process ................................................................ 149

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Unifier Facilities and Asset Management User Guide

Transactions Management User-Defined Reports (UDRs) ....................................................150

Transactions Management Custom Reports ..........................................................................150
Real Estate: Real Estate Data Management ....................................................................................150
Property Titles ...........................................................................................................................151
Certificate of Insurance............................................................................................................151
Deeds ........................................................................................................................................151
Easements ................................................................................................................................151
Parcels ......................................................................................................................................152
Permits ......................................................................................................................................152
Property Taxes ..........................................................................................................................152
Real Estate Payments ..............................................................................................................152
Real Estate Data Management Business Processes (BPs) ...................................................152
Certificate of Insurance Business Process ..................................................................... 153
Deeds Business Process.................................................................................................. 154
Easements Business Process.......................................................................................... 155
Parcels Business Process ................................................................................................ 156
Permits Business Process................................................................................................ 157
Property Taxes Business Process .................................................................................... 158
Real Estate Payments Business Process ........................................................................ 159
Titles Business Process ................................................................................................... 160
Real Estate Data Management User-Defined Reports (UDRs)..............................................161
Real Estate: Utilities and Sustainability Management .....................................................................161
Carbon Footprint ......................................................................................................................162
Emissions..................................................................................................................................162
Utilities Management ...............................................................................................................162
LEED Certifications...................................................................................................................162
LEED Realized Benefits ...........................................................................................................162
Recycling ...................................................................................................................................163
Waste Generation ....................................................................................................................163
Utilities and Sustainability Management Business Processes (BPs)....................................163
Carbon Footprint Business Process ................................................................................ 163
Emissions Business Process ........................................................................................... 164
Recycling Business Process............................................................................................. 165
Waste Generation Business Process .............................................................................. 166
LEED Certifications Business Process ............................................................................ 167
LEED Certification Levels Business Process ................................................................... 168
LEED Realized Benefits Business Process ..................................................................... 168
Utilities and Sustainability Management User-Defined Reports (UDRs) ..............................169
Cost Management ........................................................................................................................ 171
Cost Management User-Defined Reports (UDRs).............................................................................171
Vendor Management .................................................................................................................... 173
Copyright ....................................................................................................................................... 174

6
Introduction
Within our documentation, some content might be specific for cloud deployments while other
content is relevant for on-premises deployments. Any content that applies to only one of these
deployments is labeled accordingly.

Note: The instructions and information presented in the Unifier

documentation is based on an out-of-the-box setup and before being
customized by the user.

The Facility and Asset Lifecycle Management (FALM) solution integrates the following core
functional areas within an enterprise:
 Real estate portfolio management
This area involves activities associated with the acquisition (including purchase and lease),
financial management and disposition of real property assets. Common features that support
real estate management include strategic planning, transaction management, request for
proposal (RFP) analysis, lease analysis, portfolio management, tax management, lease
management, and lease accounting.
 Capital project management
This area involves activities associated with the design and development of new facilities and
the remodeling or enhancement of existing facilities, including their reconfiguration and
expansion. Common features that support capital project management include capital
planning, design, funding, bidding, procurement, cost and resource management, project
documentation and drawing management, scheduling, and critical path analysis.
 Facilities management
This area covers activities related to the operation and optimized utilization of facilities.
Common features that support facility management include strategic facilities planning, CAD
integration, space management, site and employee service management, and move
management.
 Maintenance management
This area covers activities related to the corrective and preventive maintenance and
operation of facilities and assets. Common features that support maintenance management
include asset management, work requests, preventive maintenance, work order
administration, warranty tracking, inventory management, vendor management and facility
condition assessment.
 Sustainability and utilities management
This area covers activities related to the measurement and reduction of resource
consumption (including energy and water) and waste production (including greenhouse gas
emissions) within facilities. Common features that support sustainability and utilities
management include integration with building systems, sustainability performance metrics,
utilities benchmarking, carbon emissions tracking, and energy efficiency analysis.
Oracle Primavera Unifier Capital Project and Program Management (CPPM) and Oracle
Primavera Unifier Facilities and Asset Management support FALM, collectively.

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Unifier Facilities and Asset Management User Guide

Oracle Primavera Unifier Capital Project and Program Management (CPPM)

CPPM, also referred to as Project Controls solution, is a Primavera Unifier base product that
enables enterprises streamline the asset-intensive needs through Project Controls Business
Processes.
Refer to the Unifier Project Controls User Guide for details about Project Controls base product
or CPPM.

Oracle Primavera Unifier Facilities and Asset Management

FAM is a Primavera Unifier base product that enables enterprises streamline the processes of
managing their facilities and real estate capital through:
 Portfolio Management
 Cost Management and Budgeting
 Vendor and Contract Management
 Asset Lifecycle Management
 Maintenance Management
 Material Inventory Management
 Space Management
 Facility Condition Management
 Lease Management
 Transaction Management
 Real Estate Data Management
 Utilities Management
 Sustainability Management

8
About this Guide
Audience
Anyone who wants to use the Unifier Facilities and Asset Management base product should
read this guide.

Content
The instructions in this guide are only applicable if you have prepared and configured the
necessary data that you need for using the Facilities and Asset Management base product.

Notes:
 This guide does not include instructions for existing Unifier
components (such as uDesigner, Document Management,
Production Bundles, Standards & Libraries, and so forth) that are
covered in other Unifier documents.
 The information in this guide is based on the default setup of Unifier,
and the information common to all components appear at the
beginning sections of this guide.

Before you continue, ensure that you set your preferences in Unifier. Refer to the Unifier User
Guide for details.
If you are using Primavera Unifier for the first time, review the Getting Started section of the
Unifier User Guide in order to help you get acquainted with Unifier, its navigation, and the
following topics:
 Information for First Time Users
 Configuring Your System for Unifier
 Supported Browsers and Settings
 User name and Password
 Sign In to and Sign Out of Unifier
 Security Warnings
 File Viewer and File Transfer Options
 Signing In to Self-Service Portal
 Navigating in Primavera Unifier
 User Preferences
This guide provides details about the following components of Unifier Facilities and Asset
Management base product:
 Facilities Management
 Real Estate Management
 Portfolio Management
 Cost Management
 Vendor Management

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Unifier Facilities and Asset Management User Guide

The Facilities Management section explains the following topics:

 Asset Management
 Maintenance Management
 Inventory Management
 Space Planning and Management
 Facility Condition Assessment
The Real Estate Management section explains the following topics:
 Lease Management and Administration
 Real Estate Transaction Management
 Real Estate Data Management
 Utilities and Sustainability Management
The Portfolio Management section explains the following topics, which are common in FAM:
 Pre-defined properties portfolio hierarchy
 Data rollup and dashboards across the entire portfolio and at every hierarchy level
 Space Demand and Capacity tracking
 Occupancy Rates tracking
 Maintenance Costs tracking across the portfolio
 Lease administration tracking across the portfolio
 Cost Transactions rollup and tracking across the portfolio
The Cost Management section explains the following topics, which are common in FAM:
 Cost control
 Cost transactions
 Annual Budget
 Budget Changes
 Budget Transfers
 Master Service Agreements
 Facility Requests For Bid
 Purchase Orders
 Purchase Order Amendments
 Invoices-General Spends
 Invoices-Generic
The Vendor Management section explains the following topics, which are common in FAM:
 Vendor Detailed Records
 Vendor Pre-qualification Process
 Vendor Evaluation Process
 Master Service Agreements
 Facilities Bid Management and Award
In addition, this guide includes the following topics:
 All Properties, Regions, Sites, Buildings, Linear Assets, and Land

10
 Downloading and Configuring FAM

 Business Processes
 uDesigner
 Dashboards
 Groups
 User-defined Reports (UDRs)
 Custom Reports
 Custom Prints
 Data Views
 Data Cubes
 Shell Templates
To learn how to use Unifier, refer to the Unifier User Guide for details.
To learn how to use uDesigner, refer to the Unifier uDesigner User Guide for details.
To learn about the Administration mode and administration features, refer to the Unifier
Administration Guide for details.
To learn about Data Elements and Data Definitions, refer to the Unifier Reference Guide for
details.

Note: For the full list of system requirements, applications, and

application version levels refer to the Primavera Unifier Tested
Configurations in the Primavera Unifier Documentation Library.

Within our documentation, some content might be specific for cloud deployments while other
content is relevant for on-premises deployments. Any content that applies to only one of these
deployments is labeled accordingly.

Downloading and Configuring FAM

You will find the configuration packages in My Oracle Support:
1) Go to http://support.oracle.com and sign in.
2) Select the Patches & Updates tab.
3) In the Patch Search block select the Product or Family (Advanced) tab, on the left hand
side.
4) In the Product field enter Primavera Unifier .
5) From the Release field select the relevant configuration package (Primavera Unifier
Configuration Packages x.x) and click Search. If the configuration package require a
minimum version of Unifier, then it will appear under a general release number, for example,
18.x, 19.x.
6) Under the list that the system returns, select the appropriate configuration package, based
on your current version of Unifier.
7) Once you have downloaded the configuration package, you can proceed with importing it to
Unifier. Refer to the Unifier Administration Guide (Importing Configuration Packages) for
more details on how to import the configuration package.

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Unifier Facilities and Asset Management User Guide

Configuring FAM Base Product

Access to Unifier functionality is granted through permissions. The ability to utilize a specific
function in Unifier depends on permissions settings. Refer to the Unifier Administration Guide for
information about the Business Processes permission settings necessary for the users and
groups.
See the following sections of this guide for configuration-related information:
 uDesigner (on page 15)
 Data Structure Setup (on page 21)
 Dashboards (on page 31)
 Groups (on page 35)
 Shell Templates (on page 37)

12
Components of FAM
The Facilities and Asset Management base product has preconfigured designs for:
 Business Processes
 Configuration Managers
 Space Managers
With the Facilities and Asset Management base product, you receive the following components:
 Facilities Management
 Real Estate Management
 Portfolio Management
 Cost Management

Note: Although included in this guide, Vendor Management is not

considered a component of FAM base product. Vendor Management
enables you to manage the processes related to the vendors which
include: Vendor Master BP, Vendor Pre-qualification, Vendor Evaluation,
RFP sent to Vendors, Contract Award to Vendors, and so forth.

In addition, you receive:

 Selected platform structure to support the included Business Processes (BPs) and Shells
 A suite of Business Processes (BPs) that work together to accomplish the tasks
 Preset Company-level and Shell-level groups that you can assign users to
 A suite of reports to keep you abreast of project status

Notes:
 A selected number of existing Unifier nodes, modules, or
sub-modules (such as Document Management, Production Bundles,
Standards & Libraries, and so forth) are also included in the FAM
base product.
 The FAM base product has pre-configured users, groups, designs for
Business Processes, Configurable Managers, and Space Manager.

In This Section
uDesigner ............................................................................................................... 15
Data Structure Setup............................................................................................... 21
FAM Business Processes (BPs) Types ................................................................... 25
Dashboards ............................................................................................................ 31
Groups .................................................................................................................... 35
Shell Templates ...................................................................................................... 37
Third-Party Applications .......................................................................................... 39

13
uDesigner
You can access the uDesigner node through the left-hand navigation pane (Navigator), in the
Company Workspace tab (Admin mode). The uDesigner node contains the following modules
and sub-modules that have been set up for the operation of the FAM base product:
 Business Processes
 Configurable Modules
 Cost Manager

Note: Cost Manager is a Configurable manager and allows you to select

Fund, Cost, and Account Code attributes.

 Document Manager
 Portfolio Manager
 Schedule Manager
 Space Manager
 Shell Manager
 User Administration
 Design Bundles

Note: The following provides details related to Configurable Modules

(managers), Document Manager, Resource Manager, Space Manager,
and Shell Manager objects.

In This Section
Configurable Modules (managers) ...........................................................................15
Document Manager .................................................................................................16
Space Manager .......................................................................................................16
Shell Manager .........................................................................................................18
User Administration .................................................................................................19

Configurable Modules (managers)

You can access the Configurable Modules (managers) and work with the applicable applicable
managers, modules, sub-modules, sheets, forms, logs, components, sub-components, and so
forth from the left-hand navigation pane (Navigator) > Company Workspace tab (Admin mode)
> Configurable Modules node. The Configurable Modules (managers) has the following
managers:
 FCA Manager
The Facility Condition Assessment (FCA) is a Project/Shell level Code-based type manager
with the following components:
 Detail Form
 Picker

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Unifier Facilities and Asset Management User Guide

 Generic Cost Manager

The Generic Cost Manager is a Project/Shell level Generic Cost type manager with the
following components:
 Detail Form
 Picker
 Material Inventory Manager
The Material Inventory Manager is a Project/Shell level Code and Record-based type
manager with the following components:
 Detail Form
 Log (contains Standard, Advanced, and Reference Processes sub-components)
 Integration (contains Details sub-component)

Document Manager
You can access the Document Manager and work with the applicable managers, sheets, forms,
logs, components, managers, modules, sub-modules, sheets, forms, logs, components,
sub-components, and so forth from the left-hand navigation pane (Navigator) > Company
Workspace tab (Admin mode) > Document Manager.
The Document Manager contains the Folder and Document Attributes manager. The Folder and
Document Attributes manager is a Company level and DMS Attributes type manager and
contains the following components:
 Folder Properties
 Document Properties
 Log

Space Manager
You can access the Space Manager and work with the applicable managers, sheets, forms,
logs, components, managers, modules, sub-modules, sheets, forms, logs, components,
sub-components, and so forth from the left-hand navigation pane (Navigator) > Company
Workspace tab (Admin mode) > Space Manager node. The Space Manager has the following
managers:
 Building Common Area
The Building Common Area manager is a Project/Shell level Space type manager and
contains the following components:
 Detail Form
 Log (contains Standard, Advanced, and Reference Processes sub-components)
 Integration (contains Detail and uCAD sub-components)
 Common Area
The Common Area manager is a Project/Shell level Space type manager and contains the
following components:
 Detail Form
 Log (contains Standard, Advanced, and Reference Processes sub-components)

16
 Components of FAM

 Integration (contains Detail and uCAD sub-components)

 Gross Building Area
The Gross Building Area manager is a Project/Shell level Space type manager and contains
the following components:
 Detail Form
 Log (contains Standard, Advanced, and Reference Processes sub-components)
 Integration (contains Detail and uCAD sub-components)
 Gross Measured Area
The Gross Measured Area manager is a Project/Shell level Space type manager and
contains the following components:
 Detail Form
 Log (contains Standard, Advanced, and Reference Processes sub-components)
 Integration (contains Detail and uCAD sub-components)
 Leasable Spaces
The Leasable manager is a Project/Shell level Space type manager and contains the
following components:
 Detail Form
 Log (contains Standard, Advanced, and Reference Processes sub-components)
 Integration (contains Detail and uCAD sub-components)
 Levels
The Levels manager is a Project/Shell level Level type manager and contains the following
components:
 Detail Form
 Log
 Integration (contains Detail and uCAD sub-components)
 Major Vertical Penetration
The Major Vertical Penetration manager is a Project/Shell level Space type manager and
contains the following components:
 Detail Form
 Log (contains Standard, Advanced, and Reference Processes sub-components)
 Integration (contains Detail and uCAD sub-components)
 Store Area
The Store Area manager is a Project/Shell level Space type manager and contains the
following components:
 Detail Form
 Log (contains Standard, Advanced, and Reference Processes sub-components)
 Integration (contains Detail and uCAD sub-components)
 Usable Space
The Usable Space manager is a Project/Shell level Space type manager and contains the
following components:
 Detail Form

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Unifier Facilities and Asset Management User Guide

 Log (contains Standard, Advanced, and Reference Processes sub-components)

 Integration (contains Detail and uCAD sub-components)

Shell Manager
You can access the Shell Manager and work with the applicable Shells, managers, modules,
sub-modules, sheets, forms, logs, components, sub-components, and so forth from the left-hand
navigation pane (Navigator) > Company Workspace tab (Admin mode) > Shell Manager. The
Shell Manager has the following Shell type managers:
 All Properties
The All Properties manager contains the following components:
 Detail Form
 Log (contains Standard and Advanced sub-components)
 Integration (contains Detail form component)
 Buildings
The Buildings manager contains the following components:
 Detail Form
 Log (contains Standard and Advanced sub-components)
 Integration (contains Detail form component)
 Land
The Land manager contains the following components:
 Detail Form
 Log (contains Standard and Advanced sub-components)
 Integration (contains Detail form component)
 Linear Assets
The Linear manager contains the following components:
 Detail Form
 Log (contains Standard and Advanced sub-components)
 Integration (contains Detail form component)
 Regions
The Regions manager contains the following components:
 Detail Form
 Log (contains Standard and Advanced sub-components)
 Integration (contains Detail form component)
 Sites
The Sites manager contains the following components:
 Detail Form
 Log (contains Standard and Advanced sub-components)
 Integration (contains Detail form component)

18
 Components of FAM

User Administration
You can access the User Administration to work on user attributes from the left-hand navigation
pane (Navigator) > Company Workspace tab (Admin mode) > User Administration. The User
Administration has the following sub-module:
User Attributes

19
Data Structure Setup
You can access the Data Structure Setup node through the left-hand navigation pane
(Navigator), in the Company Workspace tab (Admin mode). The Data Structure Setup node
contains the following modules and sub-modules that have been set up for the operation of the
FAM base product:
 System Modules
 Data Cube Definitions
 Data Definitions
 Basic
 Data Picker
 Data Elements
 Data Indexes
 Data Views
 Dynamic Data Sets
 Public Searches
 Reports
 Custom
 System
 Statuses
 Line Item Statuses
 Record Statuses
 Tags
 ER Views
Refer to the Unifier Administration Guide for details.

In This Section
Data Views .............................................................................................................. 23
Data Cubes ............................................................................................................. 23

21
Data Views
The FAM base product contains the following Data Views:
 Properties_sitebui
 Portfolio_byowners
 Usable_Space
 Spaceassignmentgra
 Space_rqsts_Assgnm
 Property_Acq
 Space_rqsts_Ass_TL

Data Cubes
The FAM base product contains the following Data Cubes definitions:
 Buildings by Space Type Dashboard
 CurrAvailability of Usable space
 Invoices - General Spends
 Lease Payments
 Leases
 Material Requests CWO
 Material Requests PWO
 Maintenance Management CWO
 Maintenance Management PWO
 Occupancy Over time
 Portfolio by ownership
 Portfolio by ownership - All properties
 Portfolio by ownership-view
 Property Ownership
 Property Ownership Information
 Purchase Orders - FM
 PurchaseOrdersFM-Type of PO - Material
 PurchaseOrdersFM-Type of PO - Service
 PurchaseOrdersFM-Type of PO -Both
 Space requests over time
 Space requests over time-allproperties
 usable Space
 Usable Space - sites
 Usable Space - sites level

23
FAM Business Processes (BPs) Types
The following Business Processes (BPs) types are available for Facilities and Asset
Management base product:
 Cost
 Line Item
 Request for Bid (RFB)
 Simple
 Text
 Document Type
 Shell Creation
The FAM BPs are available for the following levels:
 Project/Shell
 Company
The FAM BPs are listed and accessible under the FAM Master Logs node: Home tab > User
mode > FAM Master Logs. Alternatively, you can navigate to the Shell and view the BP from the
Shell Log.
The FAM BPs are categorized as follows:
General
 Employees
 PM-Roles
 Master Service Agreements
Cost Management
 Annual Budget
 Budget Changes-FM
 Budget Transfers-FM
 Facility Requests for Bid
 Purchase Orders-FM
 Invoices-General Spends-FM
 Invoices-Generic-FM
Asset Management
 Assets
 Assets Creator
 Asset Templates
Facilities Management
 Space Assignments
 Move Work Orders
 Room Reservations

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Unifier Facilities and Asset Management User Guide

Maintenance Management
 Preventive Work Orders
 Corrective Work Orders
 PM Book Templates
 PM Books
 Job Plans
 Meters
 Facility Inspections
Material Management
 Material SKUs Master
 Material Requests for CWO
 Material Requests for PWO
 Materials Received
Lease Management
 Leases
 New Lease Requests
 Lease Termination
 Lease Amendment Requests
 Lease Actions
 Lease Payments
 Lease Invoices
 CAM Reconciliation
RE Transaction Management
 Prospective Properties
 Property Acquisitions
 Property Dispositions
RE Data Management
 Parcels
 Deeds
 Permits
 Titles
 Easements
 Property Taxes
 Real Estate Payments
 Certificate of Insurance
Energy Management
 LEED Realized Benefits
 LEED Certification Levels
 LEED Certifications

26
 Components of FAM

 Emissions
 Water Meter
 Waste Generation
 Recycling
 Energy Meter
 Carbon Footprint
The following sections provide lists of the BPs available in FAM base product. You can find more
information about the BPs available in FAM base product in the proceeding sections of this
guide.

In This Section
Cost Type BPs ........................................................................................................ 27
Line Type BPs ......................................................................................................... 28
RFB Type BPs ........................................................................................................ 29
Simple Type BPs ..................................................................................................... 29
Shell Creation Type BPs ......................................................................................... 30

Cost Type BPs

List of Cost type BPs

BP Name BP ID BP Level
New Lease Requests unleaser Project/Shell
Property Taxes uxpt Project/Shell
Lease Invoices uli Project/Shell
Lease Amendment urelease Project/Shell
Requests
CAM Reconciliation ucr Project/Shell
Annual Budget uab Project/Shell
Master Service Agreements umsa Project/Shell
Leases uleases Project/Shell
Purchase Orders-FM upof Project/Shell
PO Amendments-FM upafm Project/Shell
Invoices-Generic-FM uing Project/Shell
Invoices-General uigsf Project/Shell
Spends-FM
Budget Changes-FM ubcfm Project/Shell
Budget Transfers-FM ubtfm Project/Shell

27
Unifier Facilities and Asset Management User Guide

BP Name BP ID BP Level
Real Estate Payments uxrp Project/Shell
Room Reservation urr Project/Shell

Line Type BPs

List of Line Item type BPs

BP Name BP ID BP Level
Lease Contacts ulsco Company
Preventive Work Orders upwo Project/Shell
Facility Inspections ufi Project/Shell
Water Meter uwm Project/Shell
Waste Generation uwg Project/Shell
Recycling urcy Project/Shell
Energy Meter uemr Project/Shell
Carbon Footprint ucf Project/Shell
Vendors uv Company
PM Book Templates upmbt Project/Shell
Property Acquisitions upra Project/Shell
Move Work Orders umwo Project/Shell & All
Properties
Employees ue1 Project/Shell
Asset Templates uatt Project/Shell
Assets uat Project/Shell
Corrective Work Orders ucwof Project/Shell
Job Plans ujpn Project/Shell
Material Requests for CWO umr1 Project/Shell
Material Requests for PWO umrpwo Project/Shell
Material SKUs Master uskum Project/Shell
Materials Received umatr Project/Shell
Meters umt Project/Shell
PM Books uapmb Project/Shell

28
 Components of FAM

BP Name BP ID BP Level
PM-Roles upmr Project/Shell

RFB Type BPs

List of Request for Bid (RFB) type BPs

BP Name BP ID BP Level
Facility Requests for Bid ufrfb Project/Shell

Simple Type BPs

List of Simple type BPs

BP Name BP ID BP Level
Service Requests usrfm Company
Work Order Requests uworc Company
Certificate of Insurance uxcoi Project/Shell
Deeds uxdeds Project/Shell
Easements uxem Project/Shell
Parcels uxpar Project/Shell
Permits uxpe Project/Shell
Titles uxtit Project/Shell
Move Requests umvr Company
Space Assignments uspa Project/Shell
Space Requests usrp Company
Property Dispositions upd Project/Shell
Prospective Properties upp Project/Shell
All Properties Single Record uapro Company
Space Occupancy Statuses uspoc Project/Shell & All
Properties
New User Requests unur Company

29
Unifier Facilities and Asset Management User Guide

BP Name BP ID BP Level
Vendor Prequal Requests uvpr Company
Vendors Evaluations uve Company
Emissions uem Project/Shell
LEED Certification Levels uleedlvl Project/Shell
LEED Certifications ulledc Project/Shell
LEED Realized Benefits uleedr Project/Shell
Building Information ubi Project/Shell
Lease Actions ulskdact Project/Shell
Lease Termination uleasetm Project/Shell
Assets Creator uatc Project/Shell

Shell Creation Type BPs

List of Shell Creation type BPs

BP Name BP ID BP Level
Property Creation Request upropcrr Shell

30
Dashboards
The FAM base product contains the following custom Dashboards:

Cost Management

Dashboard/Sub-Dash Shell Template Template Name Notes

board Name Location
Purchase Orders tab Templates > Shells  MASTER NA
 Type of PO - > Buildings OFFICE
Service BUILDING
TEMPLATE
 Type of PO -
Material  MASTER
RETAIL
 Type of PO -
BUILDING
Both
TEMPLATE
Invoice-General
 MASTER
Spends tab
WAREHOUSE
 Invoice- by BUILDING
Status TEMPLATE
 Invoices- by
Amount

Lease Management

Dashboard/Sub-Dash Shell Template Template Name Notes

board Name Location

Leases tab Templates > Shells  MASTER NA

 Lease Class > Buildings OFFICE
BUILDING
 Lease Type
TEMPLATE
Lease Payments tab
 MASTER
 Amount/Status RETAIL
 Payment BUILDING
Type/Status TEMPLATE
Leases by
Expiration Date tab

31
Unifier Facilities and Asset Management User Guide

Material Management

Dashboard/Sub-Dash Shell Template Template Name Notes

board Name Location

Corrective WOs tab Templates > Shells  MASTER NA

 CWO By > Buildings OFFICE
Category BUILDING
TEMPLATE
 CWO by Status
 MASTER
Preventive WOs tab
RETAIL
 PWO by BUILDING
Category TEMPLATE
 Maintenance  MASTER
Management WAREHOUSE
PWO BUILDING
TEMPLATE

32
 Components of FAM

Space Management

Dashboard/Sub-Dash Shell Template Template Name Notes

board Name Location

Space Demand tab Templates > Shells  MASTER NA

 Available Usable > Buildings OFFICE
Space BUILDING
TEMPLATE
 Space Request
Trend  MASTER
RETAIL
Space Utilization tab
BUILDING
 Usable Space TEMPLATE
By Space Type
 Usable Area by
Assigned
Department
Space Assignments
tab
 Usable Space by
Assigned
Department
 Usable Space
Type by Area
Occupancy Duration
tab
 Occupancy
Duration by
Assigned
Department

Portfolio by Ownership

Dashboard/Sub-Dash Shell Template Template Name Notes

board Name Location

Portfolio by Company NA Single instance

Ownership Sponsored Shells > Shell
All Properties > All
Properties

33
Unifier Facilities and Asset Management User Guide

Site Level Ownership Status

Dashboard/Sub-Dash Shell Template Template Name Notes

board Name Location

Site Level Templates > Shells MASTER SITE NA

Ownership Status > Sites TEMPLATE

Maintenance Management

Dashboard/Sub-Dash Shell Template Template Name Notes

board Name Location

Maintenance Templates > Shells MASTER SITE NA

Management > Sites TEMPLATE

Property Ownership

Dashboard/Sub-Dash Shell Template Template Name Notes

board Name Location

Property Templates > Shells MASTER REGION NA

Ownership > Regions TEMPLATE

34
Groups
The FAM base product contains the following groups:
 Company-level
 Shell-level

Company-level Groups
 Accommodation Managers
 All Company Users
 Company Administrators
 Contract Managers
 Corporate Real Estate
 Corporate Real Estate Finance
 FAM Administrators
 Help Desk
 Lease Administrators
 Maintenance Mgmt Services
 Portal Users
 Real Estate Managers
 Resource Managers
 Space Planners

Shell-level Groups
 Accommodation Managers
 Asset Managers
 Building Maintenance Managers
 Building Managers
 Contract Managers
 Corporate Real Estate
 Corporate Real Estate Finance
 Custodial Service Providers
 External Service Providers
 Facilities Environment Managers
 Facility Inspectors
 Facility Managers
 Finance
 Fire Safety Managers
 FAM Administrators
 Grounds Keeping Services
 Help Desk
 HSE Managers
 Lease Administrators

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Unifier Facilities and Asset Management User Guide

 Maintenance Management Services

 Outdoor Maintenance
 Pest Control
 Planning and Projects Coordinators
 Project Administrators
 Project Managers
 Property Managers
 Real Estate Managers
 Security Managers
 Shop Supervisors
 Space Planners
 Technicians
 Warehouse Managers

36
Shell Templates
The FAM base product contains the following Shell Templates:

Shell Name Shell Type

MASTER REGION TEMPLATE Regions Shell type
MASTER SITE TEMPLATE Site Shell type
MASTER OFFICE BUILDING TEMPLATE Buildings Shell type
MASTER RETAIL BUILDING TEMPLATE Buildings Shell type
MASTER WAREHOUSE BUILDING Buildings Shell type
TEMPLATE

37
Third-Party Applications
The FAM base product can exchange data with third-party applications.

Primavera Analytics
Analytics supports reporting and analyses of data for:
 Business Processes
 Cost Sheet
 P6 Summary Sheets
 Shells
 Cash Flow
 Company-level Business Processes
 Space Manager
 Custom attributes for Business Processes
 Shell attributes
For details, refer to the Unifier user documentation.

39
FAM Navigation Tabs Structure in Unifier
The Oracle Primavera Unifier Facilities and Real Estate base product enables you to organize
your portfolio of facilities and properties according to their specific hierarchy needs.
The following demonstrate a diagram and an example of the hierarchy:

Hierarchy Diagram

41
Unifier Facilities and Asset Management User Guide

Hierarchy Example

Unifier Structure for FAM

The Unifier structure for Facilities and Real Estate consists of the following parts according to
specific hierarchy needs:
 All Properties
 Regions
 Sites
 Buildings
 Linear Assets
 Land

42
 FAM Navigation Tabs Structure in Unifier

Notes:
 Land and Linear Assets are pre-designed Shell types that you can
use to create Shells.
 Land and Linear Assets are at the same level as Buildings, in the
hierarchy.
 When you create a Land or Linear Assets Shell, the system will place
the Shell under Sites type Shells, similar to Buildings.

Notes:
 With the exception of the All Properties tab, all other tabs must be
created by you. You have the option to name the tabs according to
your business needs.As it will be explained later in this guide,
Regions, Sites, and Buildings are Shell types.
 Unifier displays the Tasks, Notifications, and Drafts nodes, in the
respective Company Workspace and Project/Shell, based on the
deployment of your user mode navigators.
 Refer to the User Guide for more information about using the
Standard View of the Tasks, Company, and Project/Shell logs.

Each part has the following components:

 List of nodes, modules, or sub-modules
 List of BPs used for each module, if applicable

43
Unifier Facilities and Asset Management User Guide

Note: The Unifier structure for Facilities and Real Estate also includes
Home and Company Workspace, which are discussed in the following
sections.

In This Section
Home .......................................................................................................................44
Company Workspace...............................................................................................46
All Properties ...........................................................................................................51
Regions ...................................................................................................................54
Sites ........................................................................................................................55
Buildings ..................................................................................................................57
Linear Assets ...........................................................................................................61
Land ........................................................................................................................61

Home
The Home page enables you to review the following information:
 Announcements
 Items Requiring Your Attention
Tasks

 Messages
 Draft Records
 Mailbox
 Tasks or New Mailbox
The left-hand navigation pane (Navigator) in the Home tab (User mode) enables you to access
the following nodes, modules, sub-modules, and Business Processes (PBs):

Notes:
 The Home tab is available in User mode, only.
 The Company administrators can configure the left-hand navigation
pane (Navigator) to better suit your business needs, for example,
creating additional nodes to store Business Process (BP) records,
renaming some of the nodes mentioned below, and so forth.
 If the set up of your left-hand navigation pane (Navigator) differs from
the set up used for this guide, the basic functionality remains the
same.

The left-hand navigation pane (Navigator) in the Home tab contains the following nodes,
modules, and sub-modules:
 Tasks
 Messages
 Drafts

44
 FAM Navigation Tabs Structure in Unifier

 Mailbox
 FAM Master Logs
For information about Tasks, Messages, Drafts, and Mailbox refer to Unifier user and
administration guides.

FAM Master Logs

The FAM Master Logs enables you to access the following nodes, modules, sub-modules, and
Business Processes (BPs) records, across the entire portfolio:
 General
 Employees
 PM-Roles
 Master Service Agreements
 Cost Management
 Annual Budget
 Budget Changes-FM
 Budget Transfers-FM
 Facility Requests for BID
 Purchase Orders-FM
 Invoices-General Spends-FM
 Invoices-Generic-FM
 Asset Management
 Assets
 Assets Creator
 Asset Templates
 Facilities Management
 Space Assignments
 Move Work Orders
 Room Reservations
 Maintenance Management
 Preventive Work Orders
 Corrective Work Orders
 PM Book Templates
 PM Books
 Job Plans
 Meters
 Facility Inspections
 Material Management
 Material SKUs Master
 Material Requests for CWO
 Material Requests for PWO

45
Unifier Facilities and Asset Management User Guide

 Materials Received
 Lease Management
 Leases
 New Lease Requests
 Lease Termination
 Lease Amendment Requests
 Lease Actions
 Lease Payments
 Lease Invoices
 CAM Reconciliation
 RE Transaction Management
 Prospective Properties
 Property Acquisitions
 Property Dispositions
 RE Data Management
 Parcels
 Deeds
 Permits
 Titles
 Easements
 Property Taxes
 Real Estate Payments
 Certificate of Insurance
 Utilities Management
 LEED Realized Benefits
 LEED Certification Levels
 LEED Certifications
 Emissions
 Water Meter
 Waste Generation
 Recycling
 Energy Meter
 Carbon Footprint

Company Workspace

Company Workspace tab (Admin mode)

The Company Workspace page (the right-hand pane) enables you to review the following
information about the company:

46
 FAM Navigation Tabs Structure in Unifier

 Description
 Administrator
 Home Page URL
 Help URL
 Company Addresses
 Partner Companies
The left-hand navigation pane (Navigator) in the Company Workspace tab (Admin mode)
contains the following nodes, modules, and sub-modules:
 License Manager
 Partner Companies
 uDesigner
 Business Processes
 Configurable Modules
 Cost Manager

Note: Cost Manager is available if you have Unifier Project Controls

base product, only.

 Document Manager
 Portfolio Manager
 Resource Manager
 Schedule Manager

Note: Schedule Manager is available if you have Unifier Project Controls

base product, only.

 Space Manager
 Shell Manager
 User Administration
 Design Bundles

Note: The details related to Configurable Modules (managers),

Document Manager, Resource Manager, Space Manager, and Shell
Manager objects are included in the uDesigner section of this guide.

 Data Structure Setup

 System Modules
 Data Cube Definitions
 Data Definitions
 Basic
 Cost Codes
 Data Picker
 Data Elements

47
Unifier Facilities and Asset Management User Guide

 Data Indexes
 Data Views
 Dynamic Data Sets
 Public Searches
 Reports
 Custom
 System
 Statuses
 Line Item Statuses
 Record Statuses
 Tags
 ER Views
 Access Control
 User Administration
 Company Users
 Partner Users
 Groups
 Gateway
 Business Objects
 Configuration
 Business Process
 Portfolio Manager
 Shell Manager
 Space Manager
 Custom Prints and Reports
 Navigation Tabs
 User Mode Navigator
 Landing Page
 Internationalization
 Material Inventory Manager
 Standards & Libraries
 Calendars
 Cash Flow
 Data Sources
 Distribution Profiles
 Templates

Note: Cash Flow is available if you have Unifier Project Controls base
product, only.

 Currencies

48
 FAM Navigation Tabs Structure in Unifier

 Exchange Rates
 Permission Templates
 User Preference Templates
 Approved Email List
 Period Structure

Note: Period Structure is available if you have Unifier Project Controls

base product, only.

 Seasonal Dates
 P6 Data Sources

Note: P6 Data Sources is available if you have Unifier Project Controls

base product, only.

 Company Workspace
 Business Process Setup
 Resource Manager
 Roles
 Resources
 Rules
 Auto-update Status Setup
 Templates
 Projects (Standard)
 Shells
 Buildings
 Land
 Linear Assets
 Regions
 Sites
 Commitment Summaries
 Configurable Modules
 FCA Manager
 Generic Cost Manager
 Material Inventory Manager
 Cost Sheets

Note: Cost Sheets is available if you have Unifier Project Controls base
product, only.

 Folder Structures
 Funding
 Funding Sheets

49
Unifier Facilities and Asset Management User Guide

 Commitment Funding Sheets

Note: Funding is available if you have Unifier Project Controls base

product, only.

 General Spends SOV

Note: General Spends is available if you have Unifier Project Controls

base product, only.

 Reports
 Rules
 Schedule Sheets

Note: Schedule Sheets is available if you have Unifier Project Controls

base product, only.

 Activity Sheets
 Programs
 Company Sponsored Projects (Standard)
 All
 Company Sponsored Shells
 All Properties
 Buildings
 Land
 Linear Assets
 Regions
 Sites
 Custom Dashboard
 System Reports
 Production Bundles

Company Workspace (User mode)

The Company Workspace page (the right-hand pane) enables you to review the following
information about the company:
 Name
 Location
 Administrator
 Home Page URL
 Help URL
The left-hand navigation pane (Navigator) in the Company Workspace tab (User mode) contains
the following nodes, modules, and sub-modules:
 Summary

50
 FAM Navigation Tabs Structure in Unifier

 Collaboration
Tasks

 Messages
 Drafts
 General
 Cost Manager
 Cash Flow
 Cost Sheet
 Funding

Note: Cash Flow, Cost Sheet, and Funding are available if you have
Unifier Project Controls base product, only.

 Document Manager
 Company Documents
 Unpublished Documents
 Resource Manager
 Roles
 Company Logs
 New User Requests
 Vendor Prequal Requests
 Vendors Evaluations
 Vendors
 Lease Contacts
 Facilities Help Desk
 Service Requests
 Work Order Requests
 Space Requests
 Move Requests
 Reports
 User-Defined

All Properties
All Properties is at the top of the hierarchy for organizing your real estate portfolio. The All
Properties Shell is a part of Company Sponsored Shells. The Shell Manager (on page 18)
section of this guide provides more details about All Properties manager.

All Properties tab (User mode)

You can use the All Properties tab (User mode) to manage the properties by way of the following
nodes, modules, sub-modules, and Business Processes (BPs):

51
Unifier Facilities and Asset Management User Guide

Note: This guide explains the new nodes, modules, and sub-modules
that are related to FAM, only. For details about other nodes, modules,
and sub-modules refer to the Primavera Unifier user and administration
guides.

 Alerts
 Mailbox
 Drafts
 Inbox
 Sent Items
 Deleted Items
 Public Items
 Mailbox
 Collaboration
 Tasks
 Messages
 Drafts
 Information
 Directory
 General
 Gates
 Document Management
 Documents
 Unpublished Documents
 FAM Templates
 Asset Templates
 Job Plans
 PM Book Templates
 LEED Certification Levels
 Employee Management
 Employees
 Facilities Contract Management
 Master Service Agreements
 Facility Requests for Bid
 Cost Management-FAM
 Generic Cost Manager
 Annual Budget
 Budget Changes-FM
 Budget Transfers-FM
 Material Management

52
 FAM Navigation Tabs Structure in Unifier

Material SKUs Master

 Move Add Change (MAC)
 Space Assignments
 Move Work Orders
 Transaction Management
 Prospective Properties
 Property Acquisitions
 Property Disposition
 Property Creation Requests
 Reports
 User-Defined
 Audit
 Custom Reports

All Properties tab (Admin mode)

You can use the All Properties tab (Admin mode) to manage the properties by way of the
following nodes, modules, sub-modules, and Business Processes (BPs):
 Member Companies
 Access Control
 User Administration
Users
 Groups
 Setup
 Business Process
 Dashboards
 Gates
 Resource Manager
 Material Inventory Manager

The Material Inventory Manager allows you to set up Classes:

 Setup Name
 Help File
 Auto Creator
 Send error notification to
Refer to the Unifier user and administration guides for details about the other nodes, modules,
and sub-modules.

53
Unifier Facilities and Asset Management User Guide

Regions
Regions is a step below All Properties in the hierarchy for organizing your real estate portfolio.
The Regions Shell is a part of Company Sponsored Shells. The Shell Manager (on page 18)
section of this guide provides more details about Regions manager.

Regions tab (User mode)

You can use the Regions tab (User mode) to manage the regions by way of the following nodes,
modules, sub-modules, and Business Processes (BPs):

Note: This guide explains the new nodes, modules, and sub-modules
that are related to FAM, only. For details about other nodes, modules,
and sub-modules refer to the Unifier user and administration guides.

 Alerts
 Mailbox
 Drafts
 Inbox
 Sent Items
 Deleted Items
 Collaboration
 Tasks
 Messages
 Drafts
 Information
 Directory
 General
 Document Management
 Documents
 Unpublished Documents
 Cost Management-FAM
 Generic Cost Manager
 Commitment Summaries
 Annual Budget
 Budget Changes-FM
 Budget Transfers-FM
 PO Amendments-FM
 Invoices-Generic-FM
 Invoices-General Spends-FM
 Transaction Management
 Prospective Properties
 Property Acquisitions

54
 FAM Navigation Tabs Structure in Unifier

Property Creation Requests


 Reports
 User-Defined
 Audit

Regions tab (Admin mode)

You can use the Regions tab (Admin mode) to manage the regions by way of the following
nodes, modules, sub-modules, and Business Processes (BPs):
 Member Companies
 Access Control
 User Administration
Users
 Groups
 Setup
 Business Process
 Dashboards
 Gates
 Resource Manager
 Material Inventory Manager

The Material Inventory Manager allows you to set up Classes:

 Setup Name
 Help File
 Auto Creator
 Send error notification to
Refer to the Unifier user and administration guides for details about the other nodes, modules,
and sub-modules.

Sites
Sites is a step below Regions in the hierarchy for organizing your real estate portfolio. The Sites
Shell is a part of Company Sponsored Shells. The Shell Manager (on page 18) section of this
guide provides more details about Sites manager.

Sites tab (User mode)

You can use the Sites tab (User mode) to manage the sites by way of the following nodes,
modules, sub-modules, and Business Processes (BPs):

Note: This guide explains the new nodes, modules, and sub-modules
that are related to FAM, only. For details about other nodes, modules,
and sub-modules refer to the Unifier user and administration guides.

 Alerts

55
Unifier Facilities and Asset Management User Guide

 Mailbox
 Drafts
 Inbox
 Sent Items
 Deleted Items
 Public Items
 Collaboration
 Tasks
 Messages
 Drafts
 Information
 Directory
 General
 Document Management
 Documents
 Unpublished Documents
 Facilities Contract Management
 Master Service Agreements
 Cost Management-FAM
 Generic Cost Manager
 Commitment Summaries
 Annual Budget
 Budget Changes-FM
 Budget Transfers-FM
 Purchase Orders-FM
 PO Amendments-FM
 Invoices-Generic-FM
 Invoices-General Spends-FM
 Asset Management
 Assets Creator
 Assets
 Meters
 Maintenance Management
 Corrective Work Orders
 Preventive Work Orders
 PM Books
 PM-Roles
 Transaction Management
 Prospective Properties

56
 FAM Navigation Tabs Structure in Unifier

Property Acquisitions

 Property Dispositions
 Property Creation Requests
 Reports
 User-Defined
 Audit

Sites tab (Admin mode)

You can use the Sites tab (Admin mode) to manage the sites by way of the following nodes,
modules, sub-modules, and Business Processes (BPs):
 Member Companies
 Access Control
 User Administration
Users
 Groups
 Setup
 Business Process
 Dashboards
 Gates
 Resource Manager
 Material Inventory Manager

The Material Inventory Manager allows you to set up Classes:

 Setup Name
 Help File
 Auto Creator
 Send error notification to
Refer to Unifier user and administration guides for details about the other nodes, modules, and
sub-modules.

Buildings
Buildings is a step below Sites in the hierarchy for organizing your real estate portfolio. The
Buildings Shell is a part of Company Sponsored Shells. The Shell Manager (on page 18)
section of this guide provides more details about Buildings manager.

Buildings tab (User mode)

You can use the Buildings tab (User mode) to manage the buildings by way of the following
nodes, modules, sub-modules, and Business Processes (BPs):

Note: This guide explains the new nodes, modules, and sub-modules
that are related to FMRE, only. For details about other nodes, modules,

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Unifier Facilities and Asset Management User Guide

and sub-modules refer to the Unifier user and administration guides.

 Alerts
 Mailbox
 Drafts
 Inbox
 Sent Items
 Deleted Items
 Public Items
 Mailbox
 Collaboration
 Tasks
 Messages
 Drafts
 Information
 Directory
 General
 Gates
 Document Management
 Documents
 Unpublished Documents
 Facilities Contract Management
 Facility Requests for Bid
 Cost Management-FAM
 Generic Cost Manager
 Commitment Summaries
 Annual Budget
 Budget Changes-FM
 Budget Transfers-FM
 Purchase Orders-FM
 PO Amendments-FM
 Invoices-Generic-FM
 Invoices-General Spends-FM
 Asset Management
 Assets Creator
 Assets
 Meters
 Maintenance Management
 Corrective Work Orders
 Preventive Work Orders

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 FAM Navigation Tabs Structure in Unifier

 PM Books
 PM-Roles
 Material Management
 Sheets
 Facility Condition Assessment
 Facility Inspections
 FCA Manager
 Space Management
 Levels
 Levels Sheet
 Usable Space
 Leasable Spaces
 Building Common Area
 Store Area
 Major Vertical Penetration
 Gross Measured Area
 Gross Building Area
 Stack Plans
 Lease Management
 New Lease Requests
 Leases
 Lease Actions
 Lease Amendment Requests
 Lease Termination
 Lease Invoices
 Lease Payments
 CAM Reconciliation
 Reservation Management
 Room Reservations
 Move Add Change (MAC)
 Space Assignments
 Real Estate Data Management
 Deeds
 Easements
 Titles
 Parcels
 Real Estate Payments
 Permits
 Property Taxes

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Unifier Facilities and Asset Management User Guide

Certificate of Insurance
 Utilities Management
 Emissions
 Recycling
 Energy Meter
 Water Meter
 Waste Generation
 Carbon Footprint
 Sustainability Management
 LEED Certifications
 LEED Realized Benefits
 Reports
 User-Defined
 Audit

Buildings tab (Admin mode)

You can use the Buildings tab (Admin mode) to manage the buildings by way of the following
nodes, modules, sub-modules, and Business Processes (BPs):
 Member Companies
 Access Control
 User Administration
Users

 Groups
 Setup
 Business Process
 Dashboards
 Gates
 Resource Manager
 Material Inventory Manager

The Material Inventory Manager allows you to set up Classes:

 Setup Name
 Help File
 Auto Creator
 Send error notification to
Refer to the Unifier user and administration guides for details about the other nodes, modules,
and sub-modules.

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 FAM Navigation Tabs Structure in Unifier

Linear Assets
You can use a Linear Assets Shell to keep track of linear assets such as roads, rails, pipelines,
and power lines. Linear Assets are pre-designed Shell types that you can use to create Shells.
Linear Assets are at the same level as Buildings, in the hierarchy, so when you create a Linear
Assets Shell, Unifier places the Shell under the the Sites type Shells, similar to Buildings. The
Shell Manager (on page 18) section of this guide provides more details about Linear Assets
manager.

Land
You can use a Land Shell to keep track of land properties (owned or leased). In addition, you
can enable any kind of BP, and managers, under Land type Shell. Land is pre-designed Shell
type that you can use to create Shells. Land is at the same level as Buildings, in the hierarchy,
so when you create a Land Shell, Unifier places the Shell under the the Sites type Shells, similar
to Buildings. The Shell Manager (on page 18) section of this guide provides more details about
Land manager.

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Set up FAM Base Product
Refer to the Unifier User Guide for information about signing in and out of Unifier.
The following list describes all the steps that need to be completed before you can use FAM:
1) Add users to the company (Refer to the Unifier Administration Guide)
2) Assign users to the preconfigured groups if they are working on the company workspace.
(Refer to the Unifier Administration Guide)
3) Review the shell templates provided with FAM. If you need to make changes, copy and
modify the template to suite your business needs. (Admin > Templates)
4) Review the pre-configured groups. Make changes to existing groups or create new groups.
(Refer to the Unifier Administrator Guide)
5) Create a shell (Region, Site, or Building) instance using the templates. (Refer to the Unifier
Administration Guide)
6) Add users to the shell and assign them preconfigured groups. (Refer to the Unifier
Administration Guide)
7) Modify the All Properties Single Record Business Process (BP), see topic Modifying the All
Properties Single Record.
8) Specify the Space Occupancy Statuses, see topic Specifying the Space Occupancy
Statuses.
9) Set up the following FAM templates: Asset Templates, Job Plans, and PM Book Templates.

In This Section
Modifying the All Properties Single Record .............................................................. 63
Specifying the Space Occupancy Statuses.............................................................. 64

Modifying the All Properties Single Record

Use the All Properties Single Record Business Process (BP) to select the default root shell
node.
To select the All Properties Single Record:
1) Ensure that you are at the Company Workspace level.
2) From the User mode navigator, select General.
3) From the General log, select All Properties Single Record and click Open.
4) Click Edit.
5) Click Select and choose All Properties Single Record.
6) Click Finish Editing to save the form.

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Unifier Facilities and Asset Management User Guide

Specifying the Space Occupancy Statuses

Use the Space Occupancy Statuses (BP) to select the default space statuses. The space status
values you pick here are referenced by other business processes.
To select the space occupancy statuses:
1) Ensure that you are at the All Properties level.
2) From the User mode navigator, select General.
3) From the General log, select Space Occupancy Statuses and click Open.
4) Refer to the table below to select default values.
5) Click Finish Editing to save the form.

In this field.. Select this..

Default Status for Vacant Space Vacant
Default Status for Assigned Space Assigned
Default Status for Occupied Space Occupied
Default Status for Leased Space Leased

Default Status for Reserved Space Reserved

Allow Reservation Yes
Allow Overbooking No overbooking
Status Active

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Portfolio Management
The Portfolio management solution is a flexible, configurable framework for organizing and
managing your current and future portfolio structure of real estate properties. The portfolio
management capabilities within Primavera Unifier can also be used to provide a flexible solution
for planning, organizing, managing, and tracking the performance of your real estate properties
in the portfolio against strategic business objectives. Organize your facilities, properties, and
buildings by any hierarchy that supports your needs. Whether you organize your properties by
geography or by business units and department, or by any other hierarchy. With Primavera Real
Estate Management you always have access to dashboards, providing real-time portfolio data at
any level in the hierarchy.
With Primavera Real Estate Management, you get a single integrated real estate and facility
lifecycle management solution that lets you view, compare, and report on any information for a
single property or across your entire real estate portfolio—all in real time. Providing automation,
flexibility, and the power to handle customer-specific real estate management needs, Primavera
Real Estate Management delivers a Web-based solution with an intuitive graphical interface to
real estate professionals.
As a part of Real Estate Management, the Portfolio Management enables you to:
 Model your Real Estate Portfolio, by geography, business units, Organizational Breakdown
Structure (OBS), or other models
 Configure a Shell object with Parent/Child relationships
 Roll-up data from a Child hierarchy node to the Parent node
 Access data in a single facility or across the entire real estate portfolio
The Portfolio Management section explains the following topics:
 Space Demand and Capacity
 Capital Expansion
 Assets and Equipment
 Warranty Tracking
 Lease Administration
 Occupancy Rates

In This Section
Portfolio Management User-Defined Reports (URDs) .............................................. 65

Portfolio Management User-Defined Reports (URDs)

The following is a list of the UDRs:

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Unifier Facilities and Asset Management User Guide

UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Portfolio by NA Shell Information Tabular
Ownership Type

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Unifier Facilities Management
Primavera Unifier Facilities Management component of the FAM base product enables you to:
 Manage your facilities and properties.
 Handle customer-specific facilities management needs.
This component allows you to manage your:
 Asset
 Maintenance
 Space
 Condition Assessment
Use the Facilities Management component to:
 Configure and automate business processes to match corporate workflow.
 Manage a single property/facility or an entire portfolio.
 Gain visibility into material and labor costs associated with corrective and preventive
maintenance.
 Manage and track space counts by type, usage, and occupants.
 Consistently collect, analyze, and report on facilities.
 Benefit from support for Building Owners and Managers Association standards or Net
Leasable Space calculations.
 View interactive floor plans to manage your space.
 Manage employee space requests and assignments.
 Track and report on employee head counts, space standard compliance, room availability,
and so forth.
The key features of the Facilities Management component are:
 Service requests with portal interface
 Work order requests
 Work orders
 Preventive maintenance books
 Job plans
 Meter readings
 Invoices and payments
 Material orders and receipts
 Material moves
 Material adjustments
 Equipment management
 Space management
 Stack Plan diagrams
 Facility inspections and condition assessment
 Templates for fast setup and deployment

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Unifier Facilities and Asset Management User Guide

 Advanced reporting and dashboards

 Detailed audit log

In This Section
Facilities: Asset Management .................................................................................. 68
Facilities: Maintenance Management....................................................................... 78
Facilities: Space Management ............................................................................... 103
Facilities: Condition Assessment Management ...................................................... 114

Facilities: Asset Management

Asset management enables you to manage:
 Asset Creation
 Asset Templates
 Assets by Type
 Asset Warranty
 Asset Meters

Note: The list of Asset Management Business Processes (BPs) is

provided below.

Asset Creation
The Asset Creator process simplifies and automates the creation of asset records and all related
objects. During asset creation process, the user will populate all asset data that are specific to
this asset instance, for example, Serial Number, Location, Install date, In-Service Date,
Purchase Price, and so forth. All other asset data that are common (with similar type of asset)
can be automatically populated by selecting an Asset Template. (see the next topic, below).
Once the asset creation is submitted, the actual Asset record is auto-created along with the
corresponding preventive maintenance book record (PM BOOK) for the asset (assuming
preventive maintenance is required, as well as the Meter Readings record for this asset).

Note: Oracle does not recommend creating new Assets directly from the
Assets log menu, as many of the necessary related records will have to
be manually created.

Asset Templates
Asset Templates are used to store the common asset data (manufacturer, model number, and
so forth) for assets of the same type. It is meant to simplify and ensure consistency among asset
of similar types. As outlined in the topic above, Asset Templates are used by the Asset Creator
process.

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 Unifier Facilities Management

Assets by Type
You can organize assets by type, manufacturer, or other attributes in the Assets Log. By default,
assets are grouped in the left Navigator of the log by Type and then by Manufacturer.

Note: The set up is a configurable Advanced Log parameter and can be

changed by the administrator in uDesigner.

Asset Warranty
Each asset has data fields to capture warranty information such as:
 Warranty name
 URL Link to the manufacturer web site
 Warranty Details text field
 Warranty number
 Warranty Start Date and End date
Warranty Expire Lead Time is an additional field that enables you to specify the number of days
before the warranty expires. The system, then, automatically initiates and sends out an asset
facility inspection record. This ensures that an asset inspection is completed before the warranty
coverage expires.

Asset Meters
Asset meters are a repositories that capture readings of meters belonging to assets. Asset
meters are used to generate work orders when trigger dates or readings are reached (one or
multiple Meter Reading records per Asset). Meter reading values can be used as a trigger
creation of Work Order in case of meter-based preventive maintenance.
Some assets may have different types of meters and gauges such as:
 Pressure gauge
 Hours of operations meter
 Temperature gauge
If these meters and gauges are used to trigger preventive work orders, then each asset may
have one or more Asset Meter records. The assets with multiple meters and gauge types will
have multiple meters, and each meter record is used to capture meter readings for this type of
meter. Based on meter reading thresholds (set up on the Preventive Maintenance Book for the
asset), the system will trigger work orders automatically and based on the latest meter reading.

Asset Management Business Processes (BPs)

Asset Management Line Item Type BPs

The following Line Item type BPs are available for Asset Management:

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Unifier Facilities and Asset Management User Guide

BP Name BP ID BP Level
Assets uat Project/Shell
Assets Creator uatc Project/Shell
Asset Templates uatt Project/Shell
Meters umt Project/Shell

70
Assets Business Process

Assets BP - Purpose
Assets BP automates the creation of the:
 Asset
 Corresponding PM Book
 Asset Meters, belonging to this asset

Assets BP - Level
Project/Shell

Assets BP - Type
Line Item

Asset BP - Workflow
Asset BP is a non-workflow BP.

Record Statuses
 In_Service
 Installed
 Disposed
 Under_ Maintenance

Assets BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Assets

Assets BP - Viewing
To view Assets records:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to view the record.
2) Expand the Asset Management node on the Left pane, and select Assets.
3) From the BP log page:
 Select the record you want to view and click  > Open.

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Assets Creator Business Process

Assets Creator BP - Purpose

The Asset Creator process simplifies and automates the creation of asset records and all related
objects. During asset creation process, the user will populate all asset data that are specific to
this asset instance, for example, Serial Number, Location, Install date, In-Service Date,
Purchase Price, and so forth. All other asset data that are common (similar type of asset) can be
automatically populated by selecting an Asset Template (see the next section below).
Once the asset creation is submitted, the actual Asset record is auto-created along with the
corresponding preventive maintenance book record (PM BOOK) for the asset (assuming
preventive maintenance is required, as well as the Meter Readings record for this asset).

Assets Creator BP - Level

Project/Shell

Assets Creator BP - Type

Simple

Record Statuses
Completed

Groups Associated with this BP

Company Administrators and Asset Managers can create assets

Assets Creator BP - Workflow

Assets Creator BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Assets Creator

Assets Creator BP - Create

To create Assets BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Asset Management node on the Left pane, and select Asset Creator.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.

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Unifier Facilities and Asset Management User Guide

4) From the Workflow Actions drop-down menu, select Create Asset.

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Asset Templates Business Process

Asset Templates BP - Purpose

Asset Templates are used to store the common asset data (manufacturer, model number, and
so forth) for assets of the same type. It is meant to simplify and to ensure consistency among
asset of similar types. As outlined in the topic above, Asset templates are used by the Asset
Creator process.

Asset Templates BP - Level

Project/Shell

Asset Templates BP - Type

Line Item

Record Statuses
 Active
 Inactive

Groups Associated with this BP

Company Administrators and Asset Managers can create and edit assets.

Asset Templates BP - Workflow

Asset Templates BP is a non-workflow BP.

Asset Templates BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Asset Templates

Asset Templates BP - Create

To create Asset Templates BP:
1) Navigate to the All Properties node.
2) From the User mode, expand the FAM Templates node and select Asset Templates.
3) From the BP log page, click Create.Complete the form.
4) Select the Gauges & Meters and Building Systems tabs.
a. Click Add.
b. Enter the required information.
5) Select Finish Editing to save the asset template.

75
Meters Business Process

Meters BP - Purpose
Some assets may have different types of meters and gauges such as:
 Pressure gauge
 Hours of operations meter
 Temperature gauge
If these meters and gauges are used to trigger preventive work orders, then each asset may
have one or more Asset Meter record. Assets with multiple meters and gauge types will have
multiple meters, and each meter record is used to capture meter readings for this type of meter.
Based on meter reading thresholds (set up on the Preventive Maintenance Book for the asset),
the system will trigger work orders automatically and based on the latest meter reading.

Meters BP - Level
Project/Shell

Meters BP - Type
Line Item

Record Statuses
 Active
 Inactive

Groups Associated with this BP

Asset Managers can create and edit meters.

Meters BP - Workflow
Meters BP is a non-workflow BP.

Meters BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Meters

Meters BP - View
To view Meter records:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Asset Management node on the Left pane, and select Meters.
3) From the BP log page:
 Select the record you want to view and click  > Open.

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Unifier Facilities and Asset Management User Guide

Asset Management User-Defined Reports (UDRs)

The following is a list of the UDRs:

UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Assets Detail Report Asset Management Assets Tabular
Assets Summary Asset Management Assets Tabular
Report

Facilities: Maintenance Management

Maintenance management is essential to the smooth operation of any facility, which includes
keeping interruptions, system failures, and safety incidents to a minimum.
The many preventive maintenance features in Facilities Management includes best-in-class
automated processes for things such as service requests (with a portal interface), preventive
and corrective work orders, preventive maintenance books, job plans, meter readings, invoices
and payments, material and parts inventory, material orders and receipts, material moves,
material adjustments, and more.
The constantly changing state of information is managed through Primavera Unifier workflow
engine, which tracks all task assignments. Users can manage these elements through the
product interface or via automated e-mails.
Making things even easier, all maintenance work–related costs are rolled-up to a central cost
sheet normalized by a robust cost code structure. Here, users can drill down through facility
management costs by each transaction for the entire facility or across the portfolio of facilities.
All cost structures are easily configurable by an administrator.
Maintenance management enables you to manage:
 Portal Service Requests
 Work Order Requests
 Corrective Work Order
 Preventive Work Order
 Job Plans
 Preventive Maintenance (PM) Books
 Material Stock-Keeping Unit (SKU)
 Material Inventory
 Material Requests
 Materials Received

Note: Information about the Maintenance Management Business

Processes (BPs) is provided below.

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 Unifier Facilities Management

Portal Service Requests

The Portal Service Request process is an easy-to-use process for submitting facility service
requests for issues, problems, requests for repair, and so forth. The Portal Service Request
allows you to specify the nature of the issue, priority, criticality, location (site or building) as well
As the asset affected if applicable.
The Portal Service Request process is accessible to users from a different URL address then
the typical full access URL used to login to Unifier. Access to this portal Service Request
process interface is available to all licensed Unifier FAM users who are members of the “Portal
Users” company level User Group.

Work Order Requests

Once a Service Request is submitted from the portal interface (see above), a Work Order
Request is automatically generated in the Company Workspace > Facilities Help Desk node.
Members of the Help Desk group can review the Work Order Requests generated from the
Service Requests and approve or reject. Once approved, a Corrective Work Order gets
auto-generated in the appropriate location, based on the service request data.

Corrective Work Order

Corrective Work Orders are typically auto-generated from the approved Work Order Requests,
as explained in the above topic. A corrective work order is created in the appropriate shell
location (Site-level or Building-level) and contains all the relevant information regarding the
issue, the asset, the location and a full description of the problem copied from the service
request.

Preventive Work Order

Preventive Work Order get generated automatically from the Preventive Maintenance Book
record for each asset. Preventive Work Orders can be generated based on one of the following
trigger events:
 Scheduled Event (time-based)
 Gauge-triggered
 Meter-triggered
The settings for each trigger type are set up on the Preventive Maintenance Book (PM Book)
record for each asset. See the PM Books section for details about the logic behind creating the
PWO.

Job Plans
Job Plans are considered templates for the list of Labor and Tasks, materials and Tools required
to complete a specific type of maintenance work. The following is a list of some of the
information that is stored in each Job Plan:

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Unifier Facilities and Asset Management User Guide

 Types of labor
 Estimated time to complete each task
 Sequence of tasks
 List of materials
 Estimated quantities
When setting up the PM Book activities (time-based, meter-based or Gauge-based), a Job Plan
can be selected and associated with each PWO activity.
When PWO are auto-generated, the information is carried over from each job plan, and included
in the PWO work order, to guide the technician performing the work. The following is a list of
some of the information:
 List of required labor and tasks
 Estimated time to complete each task
 List of material and estimated quantity

Preventive Maintenance (PM) Books

PM Books hold details on specific maintenance activities such as when and how preventive work
orders get triggered.
Preventive Work Orders are generated automatically from the PM Books. Triggering the PWOs
can be controlled by one of the following types of trigger events:
 Scheduled Events (time-based)
 Gauge-triggered
 Meter-triggered
Settings for each trigger type are set up on the PM Book record for each asset. In addition, PWO
creation from Scheduled Events can also be further controlled by selecting “Seasonal Dates”
exceptions, for example, Create a PWO every month, except for the months of June, July, and
August.

Material Stock-Keeping Unit (SKU)

The Material SKU Master process acts as the library of all stocked and non-stocked material
used for material inventory and maintenance management. The Material SKU Master provides
the details for each type of material/part, manufacturer name, model number, specifications, and
images as well as a list of Vendors who can be used to purchase such material from.

Material Inventory
Material Inventory Management provides the ability to maintain a list of materials at a particular
location/warehouse. It dynamically updates the quantity in inventory and average unit cost for
each material SKU in inventory. Material Inventory gets updated dynamically when new material
is purchased and received, material is consumed/issued for work orders and when manual
inventory adjustments are made.

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 Unifier Facilities Management

Material Requests
Material Requests is a process typically used by technicians during work order execution when
they need to request additional material from a specific warehouse. When requested and
submitted by the technician, a material request is assigned to the Warehouse Managers user
group with a list of requested material SKUs and quantities. When fulfilled by the warehouse
personnel, the technician is notified and the work order gets updated with the issued material
quantity.

Materials Received
Material Received process is used to confirm the delivery and receipt of materials that have
been ordered from a vendor by a Purchase Order (PO). The material Received record is
matched with the corresponding PO and requested SKU and quantities are compared to the
SKUs and quantities received,
Once the material received is approved, the Material Inventory quantities and average unit price
get updated dynamically.

Maintenance Management Business Processes (BPs)

Maintenance Management Line Item Type BPs

The following Line Item type BPs are available for Maintenance Management:

BP Name BP ID BP Level
Corrective Work Orders ucwof Project/Shell
(CWO)
Material Requests for CWO umr1 Project/Shell
Preventive Work Orders upwo Project/Shell
(PWO)
Material Requests for PWO umrpwo Project/Shell
Job Plans ujpn Project/Shell
Material SKUs Master uskum Project/Shell
PM Book Templates upmbt Project/Shell
Note: PM stands for Preventive
Maintenance.

PM Books uapmb Project/Shell

Note: PM stands for Preventive
Maintenance.

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Unifier Facilities and Asset Management User Guide

Maintenance Management Simple Type BPs

The following Simple type BPs are available for Maintenance Management:

BP Name BP ID BP Level
Service Requests usrfm Company
Work Order Requests uworc Company

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Corrective Work Orders (CWO) Business Process

Corrective Work Orders (CWO) BP - Purpose

CWOs are created either automatically (as a result of a Service Request) or manually (by a
technician or a supervisor). The purpose of a CWO is to communicate with and assign a task to
a technician to perform corrective maintenance work related to a site, facility/building or an
asset.
The CWO contains all the necessary data to communicate the issue to be resolved, the location,
the asset and its details and the description of the issue/problem. CWOs are routed to the
different parties involved via a default (yet configurable) business process workflow as shown
below. Assigned technicians are required to complete the list of tasks performed, actual time
spent on each task, list of materials used and quantities and any tool used to complete the
tasks.

Corrective Work Orders (CWO) BP - Level

Project/Shell

Corrective Work Orders (CWO) BP - Type

Line Item

Corrective Work Orders (CWO) BP - Workflow

Corrective Work Orders (CWO) BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Corrective Work Orders

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Unifier Facilities and Asset Management User Guide

Corrective Work Orders (CWO) BP - View

To create Corrective Work Orders BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Maintenance Management node on the Left pane, and select Corrective
Work Orders.
3) From the BP log page:
 Select the record you want to view and click  > Open.

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Material Requests for CWO Business Process

Material Requests for CWO BP - Purpose

Material Requests is a process typically used by technicians during work order execution when
they need to request additional material from a specific warehouse.

Material Requests for CWO BP - Level

Project/Shell

Material Requests for CWO BP - Type

Line Item

Material Requests for CWO BP - Workflow

Material Requests for CWO BP is a non-workflow BP.

Material Requests for CWO BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Material Requests for CWO

Material Requests for CWO BP - View

To view Material Requests for CWO BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Material Management node on the Left pane, and select Material Requests
for CWO.
3) From the BP log page:
 Select the record you want to view and click  > Open.

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Preventive Work Orders (PWO) Business Process

Preventive Work Orders (PWO) BP - Purpose

PWOs are created automatically from the PM Book records for a particular asset. The purpose
of a PWO is to communicate with and assign a task to a technician to perform preventive
maintenance work typically related to an asset. The PWO contains all the necessary data to
perform the preventive work order, including the asset name, type, location as well as the a list
of tasks with instructions, materials and tools.
PWOs are typically assigned directly to a group of technicians who is responsible for performing
specific type of preventive maintenance. Assigned technicians are required to complete the list
of tasks performed, actual time spent on each task, list of materials used and quantities and any
tool used to complete the tasks.

Preventive Work Orders (PWO) BP - Level

Project/Shell

Preventive Work Orders (PWO) BP - Type

Line Item

Preventive Work Orders (PWO) BP - Workflow

Preventive Work Orders (PWO) BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Preventive Work Orders

Preventive Work Orders (PWO) BP - View

To view Preventive Work Orders (PWO) BP:

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1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Maintenance Management node on the Left pane, and select Preventive
Work Orders.
3) From the BP log page:
 Select the record you want to view and click  > Open.

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Material Requests for PWO Business Process

Material Requests for PWO BP - Purpose

Material Requests is a process typically used by technicians during work order execution when
they need to request additional material from a specific warehouse.

Material Requests for PWO BP - Level

Project/Shell

Material Requests for PWO BP - Type

Line Item

Material Requests for PWO BP - Workflow

Material Requests for PWO BP is a non-workflow BP.

Material Requests for PWO BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Material Requests for PWO

Material Requests for PWO BP - View

To view Material Requests for PWO BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Material Management node on the Left pane, and select Material Requests
for PWO.
3) From the BP log page:
 Select the record you want to view and click  > Open.

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Job Plans Business Process

Job Plans BP - Purpose

Job Plans are considered templates for the list of Labor and Tasks, materials and Tools required
to complete a specific type of maintenance work.

Job Plans BP - Workflow

Job Plans BP is a non-workflow BP.

Job Plans BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Job Plans

Job Plans BP - Create

To create job plans:
1) Navigate to the All Properties node.
2) From the User mode, expand the FAM Templates node and select Job Plans.
3) From the BP log page, click Create.Refer to the table below to complete the form.
4) Select the Tasks & Labor, Material, and Tools tabs.
a. Click Add.
b. Refer to the table below to enter the required information.
5) Select Finish Editing to save the job plans.

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Material SKUs Master Business Process

Material SKUs Master BP - Purpose

The Material SKU Master process acts as the library of all stocked and non-stocked material
used for material inventory and maintenance management.

Material SKUs Master BP - Level

Project/Shell

Material SKUs Master BP - Type

Line Item

Material SKUs Master BP - Workflow

Material SKUs Master BP is a non-workflow BP.

Material SKUs Master BP - View

Home tab > User mode > FAM Master Logs > Material Management > Material SKUs Master
Or
Navigate to the Shell and view the BP from the Shell Log.

Material SKUs Master BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Material SKUs Master

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PM Book Templates Business Process

PM Book Templates BP - Level

Project/Shell

PM Book Templates BP - Type

Line Item

PM Book Templates BP - Workflow

PM Book Templates BP is a non-workflow BP.

PM Book Templates BP - Template

Company Workspace > Admin mode > Templates > Shells > Sites> MASTER Site TEMPLATE
> Setup > Business Process > PM Book Templates

PM Book Templates BP - Create

To create PM Book templates:
1) Navigate to the All Properties node.
2) From the User mode, expand the FAM Templates node and select PM Book Templates.
3) From the BP log page, click Create.Refer to the table below to complete the form.
4) Select the Scheduled PM, Gauge Triggered, and Meter Triggered tabs.
a. Click Add.
b. Refer to the table below to enter the required information.
5) Select Finish Editing to save the job plans.

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PM Books Business Process

PM Books BP - Purpose
PM Books hold details on specific maintenance activities such as when and how preventive work
orders get triggered.

PM Books BP - Level
Project/Shell

PM Books BP - Type
Line Item

PM Books BP - Workflow
PM Books BP is a non-workflow BP.

PM Books BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > PM Books

PM Books BP -View
To view a PM Books BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Maintenance Management node on the Left pane, and select PM Books.
3) From the BP log page:
 Select the record you want to view and click  > Open.

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Service Requests Business Process

Service Requests BP - Purpose

The Portal Service Request process is an easy-to-use process for submitting facility service
requests for issues, problems, requests for repair, and so forth.

Service Requests BP - Level

Company

Service Requests BP - Type

Simple

Service Requests BP - Workflow

Service Requests BP is a non-workflow BP.

Service Requests BP - View

The Portal Service Request process is accessible to users from a different URL address then
the typical full access URL used to login to Unifier. Access to this portal Service Request
process interface is available to all licensed Unifier FAM users who are members of the “Portal
Users” company level User Group.

Service Requests BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Service Requests

Service Requests BP - Create

To create a space request:
1) Navigate to the Company Workspace node.
2) From the User mode, expand the Facilities Help Desk node and select Space Requests.
3) From the BP log page, click Create.Complete the form.
4) Click Submit.

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Work Order Requests Business Process

Work Order Requests BP - Purpose

A Work Order Request is automatically generated in the Company Workspace once a Service
Request is submitted from the portal interface.

Work Order Requests BP - Lev

Company

Work Order Requests BP - Type

Simple

Work Order Requests BP - Workflow

Work Order Requests BP - View

Company Workspace > Facilities Help Desk node

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Or
Navigate to the Shell and view the BP from the Shell Log.

Work Order Requests BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Work Order Requests

Work Order Requests BP - Routing

To route a Work Order Request:
1) Navigate to the Company Workspace. Ensure that you are in the User mode.
2) From the User mode, select Tasks.
3) From the Tasks log:
 Select the task you want to work with, and click  > Open. You can also double-click
on a task to open it.
The view-only form displays all fields on the record.
 The Upper Form contains project information, including the record number and title.
4) The Task Details section displays who sent the record, who can take action on the record,
who was copied on the record, the step to which the record was sent, the task due date, the
task status, and in Classic View, any task notes. Review the record.
5) If you need clarification, enter your comments to the service requester.
6) From the Workflow Actions drop-down menu, select from one of the following actions:
 Issue Work Order for Site Issue or Issue Work Order for Building Issue: A Corrective
Work Order record is auto created for the specified site or building
 Reject and Close: The record is closed.
 Request Clarification: The record is sent to the initial service requester for more
information.
7) Click Send.

Maintenance Management User-Defined Reports (UDRs)

The following is a list of the UDRs:

UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Corrective Work NA Corrective Work Tabular
Order Detail Orders
Corrective Work NA Corrective Work Tabular
Order Summary Orders
Facility Conditions Facility Condition FCA Manager-FCA Tabular
Report Assessment Manager

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UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Facility Inspections Facility Condition Facility Inspections Tabular
Assessment
Materials Received Material Materials Received Tabular
Report Management
Material Requests Material Material Requests Tabular
for PWO Management for PWO
Material Requests Material Material Requests Tabular
for CWO Management for CWO
Preventive Work NA Preventive Work Tabular
Order Details Orders
Preventive Work NA Corrective Work Tabular
Order Summary Orders

Facilities: Space Management

Whether moving a single person or re-stacking entire buildings, Primavera Unifier space- and
move-management solutions facilitate not only strategic planning and tactical re-assignment of
space but also the move process itself (including all associated tasks, dates, and assignments).
The Space Manager feature provides a flexible and configurable solution to create, classify, and
organize building floors and spaces by types such as usable spaces, common spaces, vertical
penetrations, gross exterior measured areas, and so on
Each space type definition has a configurable set of attributes for capturing critical data such as
occupant’s name and department, measured and/or extracted space area, space type and
usage, and more.Users can also employ the Space Manager feature to track space standard
compliances and room availability, and to compute occupancy rates.
In addition,the configurable Stacking Plans capability provides a visual representation of an
entire facility or building, broken down by floor or level, to show how spa a single department on
a given floor, and more. The Space Manager feature also supports the Building Owners and
Managers Association standards for space classification
Space management enables you to manage:
 Space Planning Classifications
 Stacking Plans
 Space Requests & Assignments
 Move Management
 Room Reservations
 Space Management Business Processes

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Note: Information about the Space Management Business Processes

(BPs) is provided below.

Space Planning Classifications

The Space Planning contains the following predefined Space types:
 Usable Spaces
This space type is used to measure the actual occupiable area of a floor or an office suite
and is of prime interest to a tenant in evaluating the space offered by a landlord and in
allocating the space required to house personnel and furniture.
 Leasable Spaces
This type is used to measures the tenant’s pro-rata portion of the entire office floor, excluding
elements of the building that penetrate through the floor to areas below. This space type is
associated with the Lease business process.
 Common Areas
This space type is used to measure the spaces that are shared by all tenants. Examples of
Common Area include the main building lobby, secondary lobbies and egress corridors,
building mechanical and electrical rooms, fire control center and similar areas.
 Major Vertical Penetrations
 Gross Measured Areas
 Gross Building Areas

Stacking Plans
A stacking plan is a two-dimensional chart created to display the arrangement and use of
spaces on floors in a high-rise office building or condominiums. They are usually shaded or
color-coded based on things like occupancy status (vacant/occupied), departments/companies
occupying the floor, etc.. As a default, the solution comes with three preconfigured stacking
plans:
 Vacancy Stack Plan
 Occupancy by Dept.
 Leasable Spaces by Type

Space Requests & Assignments

Users can use the Space Request process for the portal interface to request a space
assignment.
Space Requests can include the desired space type, size, location, building, and so forth. Once
submitted, as Space Assignment request get auto-generated in the requested location/shell.
Once reviewed, a space can them be assigned to the requester.

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Move Management
Move Requests can be submitted by users from the portal interface. The move requests
includes the current employee’s location, building, space number, and so forth. and the desired
location information. Submitting a Move Request auto-generates a Move Work Order in the
desired “move to” location shell. Once a Move Work Order is approved, the employee’s record is
updated with the new location and the assigned space gets updated with the employee’s
information.

Room Reservations
Room Reservations is a business process to facilitate the ability to reserve a usable space,
provided that the space is marked as available for reservation. The process provides the user
with date and time fields for the requested space and a calendar-like interface show spaces that
are available within the specified date/time range. Once approved, the reserved space’s
calendar shows that time block as “reserved”.

Space Management Business Processes (BPs)

Space Management Cost Type BPs

The following Cost type BPs are available for Space Management:

BP Name BP ID BP Level
Room Reservation urr Project/Shell

Space Management Simple Type BPs

The following Simple type BPs are available for Space Management:

BP Name BP ID BP Level

Space Assignments uspa Project/Shell

Space Occupancy Statuses uspoc Project/Shell & All
Properties
Space Requests usrp Company

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Room Reservation Business Process

Room Reservation BP - Purpose

Room Reservations is a business process to facilitate the ability to reserve a usable space,
provided that the space is marked as available for reservation.

Room Reservation BP - Type

Line Item (with Multiple Codes and sub classification Reservation)

Room Reservation BP - Workflow

Room Reservation BP - View

Home tab > User mode > FAM Master Logs > Facilities Management > Room Reservations
Or
Navigate to the Shell and view the BP from the Shell Log.

Room Reservation BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Room Reservation

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Space Assignments Business Process

Space Assignments BP - Purpose

To use the Space Request process for the portal interface to request a space assignment.

Space Assignments BP - Level

Shell

Space Assignments BP - Type

Simple

Space Assignments BP - Workflow

Record Statuses
 Pending
 Assigned
 Rejected

Groups Associated with this BP

Creation, Space Assignment Approval, and Review steps: Accommodation Managers, Building
Managers, Property Managers, Real Estate Managers, and Space Planners

Space Assignments BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Space Assignments

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Space Assignments BP
To work with a Space Assignments BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Space Management node on the Left pane, and select Space Assignments.
3) Select the space assignment BP record to open.
4) Complete the form. The required fields are in red and marked with an asterisk.
5) From the Workflow Actions drop-down menu, select Send for Assignment Approval.

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Space Occupancy Statuses Business Process

Space Occupancy Statuses BP - Purpose

To set some default values for the Space Occupancy statuses. These default statuses are used
in auto-population (AP) and reverse auto-populations (RAP). This is part of the system setup
and not meant for end users.

Space Occupancy Statuses BP - Level

Shell

Note: Enabled at the All Properties Shell.

Space Occupancy Statuses BP - Type

Simple

Space Occupancy Statuses BP - Workflow

Space Occupancy Statuses BP is a non-workflow BP.

Space Occupancy Statuses BP - View

Go to the All Properties Shell > Information> General node.

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Space Requests Business Process

Space Requests BP - Purpose

To use the portal interface to request a space assignment.

Space Requests BP - Level

Shell

Space Requests BP - Type

Simple

Space Requests BP - View

To create a space request:
1) Navigate to the Company Workspace node.
2) From the User mode, expand the Facilities Help Desk node and select Space Requests.
3) From the BP log page, click Create.Complete the form.
4) Click Submit.

Space Management User-Defined Reports (URDs)

The following is a list of the UDRs:

UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Space Rollup Space Rollup Usable Space Tabular
Summary Summary

Space Management Custom Reports

The following is a list of Custom Reports:

Custom Report Name Location

Space Requests and Assignments Buildings (Shell)

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Space Requests and Space Assignments All Properties (Shell)

Facilities: Condition Assessment Management

Assessing facility condition is an important part of management and maintenance. This task
includes inspecting, collecting, analyzing, and reporting on the condition of the entire facility or
each building system (for example, foundation, roof construction, exterior enclosure, elevators
and lifts, plumbing, HVAC, and more). Such assessments are primarily used to support
decision-makers in their annual budgeting and maintenance project planning.
Condition Assessment management enables you to manage:
 Facility Inspections
 UNIFORMAT II System Codes
 Facility Condition Index (FCI) Index
 Facility Condition Manager

Note: Information about the Condition Assessment Management

Business Processes (BPs) is provided below.

Facility Inspections
Facility condition assessment is an industry term that describes the process of a qualified group
of trained industry professionals performing an inspection and analysis of the condition of a
facility or group of facilities that may vary in terms of age, design, construction methods, and
materials.
The purpose of these inspections is to collect data related to the various building systems and
assets and capture the condition, deficiency, required deferred maintenance costs and
estimated replacement costs. All this data is then used to analyze and calculate the overall FCI,
facility condition index.
The facility inspection process provides the technician/inspectors the ability to capture this data
and tag each inspection against a Building Systems Code, using the Uniformat II standard code
structure.

UNIFORMAT II System Codes

The solution is delivered with templates of the Uniformat II code structure as part of the Facility
Condition Manager setup.

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Facility Condition Index (FCI)

FCI is the industry standard, method, or formula that is used in facilities management in order to
enable the owner compare the conditions of a group of facilities. The resulting information can
be used for determining the course of action regarding facilities repair, maintenance, assets,
systems, and so forth.

Facility Condition Manager

The Facility Condition Manager analyzes the data attained from facilities inspection and
calculates the FCI for each facility individually, or for all facilities together.

Condition Assessment Business Processes (BPs)

Condition Assessment Line Item Type BPs

The following Line Item type BPs are available for Condition Assessment Management:

BP Name BP ID BP Level
Facility Inspections ufi Project/Shell

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Facility Inspections Business Process

Facility Inspections BP - Purpose

To collect data related to the various building systems and assets and capture the condition,
deficiency, required deferred maintenance costs and estimated replacement costs.

Facility Inspections BP - Level

Project/Shell

Facility Inspections BP - Type

Line Item

Facility Inspections BP - Workflow

Facility Inspections BP is a non-workflow BP.

Record Statuses
 Current
 Archived

Groups Associated with this BP

Building Maintenance Managers, Facility Inspectors, Facility Managers, Maintenance
Management Services, and FAM Administrators can create and edit this BP.

Facility Inspections BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Facility Inspections

Facility Inspections BP - Create

To create Facility Inspections BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Facility Conditional Assessment node on the Left pane, and select Facility
Inspections.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

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Unifier Real Estate Management
Primavera Unifier Real Estate Management component of the FAM base product enables you to
plan, manage, and track your real estate portfolio, which includes leased and owned properties.
This component allows you to manage your:
 Leases
 Transactions
 Real Estate Data
 Utilities and Energy Consumption
Use the Real Estate Management component to:
 Configure and automate Business Processes to match corporate workflow.
 Manage a single property/facility or an entire portfolio.
 Gain visibility into all real estate information across the entire portfolio.
 Track strategic transactions such as site/property acquisitions, dispositions, lease renewals,
and more.
 Manage market transaction types such as acquisitions, construction, dispositions, and
financing.
 Manage portfolio locations by region, property, site, or any other structure.
The key features of the Real Estate Management component are:
 Comprehensive tracking and analysis of leased and owned properties
 Management and tracking of landlord and tenant leases
 Support for expense and capital leases
 Automated lease payment requests and lease billing/invoicing and tracking
 Expense allocation by department, or multiple payees
 Automated notifications and alerts on critical lease dates
 Site selection, acquisition, and disposal transaction management
 Visibility into occupancy levels and demand forecasts across portfolio
 Critical date management with automated reminders
 Online approvals based on configured business rules
 Drill-down capabilities, graphical dashboards, and Key Performance Indicator (KPI) charting
 Analytics based on occupancy levels and demand forecasts

In This Section
Real Estate: Leases Management ......................................................................... 120
Real Estate: Transactions Management ................................................................ 142
Real Estate: Real Estate Data Management.......................................................... 150
Real Estate: Utilities and Sustainability Management ............................................ 161

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Real Estate: Leases Management

Primavera Unifier Real Estate Management offers a comprehensive set of flexible and
configurable lease management capabilities. In addition to supporting both tenant and landlord
lease types, Primavera Unifier Real Estate Management addresses lease payment terms,
contacts, key dates, clauses, tenant improvement allowances, security deposits, and more. It
also supports the automatic creation and routing of lease payments, lease invoices, and
dynamic task assignments with notifications. Users can track costs and expenses, associate
lease payments with designated cost codes, and roll them up to the facility’s cost worksheet. In
addition, lease payments and invoices can be allocated to different parties, departments, and so
on. And whether the payments are an expense (tenant lease) or income (landlord lease), the
system allows you to track these amounts separately.
Primavera Unifier Real Estate Management also provides the information required to track
critical lease information for reporting against federal guidelines and regulations including future
obligation statements and deferred rent liabilities. And like all Primavera Unifier products,
Primavera Unifier Real Estate Management uses predefined processes with common elements
and basic workflows; however, users can also configure it to accommodate their own practices
and processes.
Lease management enables you to manage:
 New Lease Requests
 Leases
 Lease Contacts
 Common Area Maintenance (CAM) Reconciliation
 Lease Actions
 Lease Amendment Requirements
 Lease Invoices
 Lease Payments
 Lease Termination
 Lease Management

New Lease Requests

The New Lease Request process is used to initiate the creation of a new lease
agreement/contract. The reason for using a lease request is to allow for the lease terms to be
routed for review and approval before the actual lease agreement gets created and activated.
The Lease request has all the data that will be used to create the actual lease agreement
including the general terms, conditions, dates, clauses, payments, security deposit information,
and so forth.

Leases
A lease agreement record is the master record that captures all data related to executing and
managing a lease. It supports both the Tenant (Lessee) and the Landlord (Lessor) lease types.
Leases can be a Primary Lease or a Sub-lease.

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Lease records maintain all the data that related to a commercial lease including, but limited to
the following:
 General Lease information such as lease name, number, type, classification, execution date,
etc..
 Landlord and Tenant Information such as names, contact information, addresses, etc..
 Leased Space Information such as Space Name, location, Area/Size, etc..
 Key Lease Terms such as Term Periods, Commencement and Expiration dates, Monthly
and Annual Rent, Extension Options, etc..
 Security Deposit Information such as Deposit Amount paid, date, Refund, refund date, etc..
 Capital or Operating Lease data to support the classification of the lease as Capital or
Expense lease, per the new FASB13 guidelines.
In addition, each lease provides the payment setup parameters related to the recurring or
one-time payments for payment types such as Base Rent, CAM, Utilities, Insurance, and so
forth.
The lease process also supports the ability to specify different payment frequencies, Payment
Proration methods, Payment Due Dates, Straight Line provisions, Payment Escalation methods
and amounts, and so forth.
The lease process automates the monthly billing process through an automated system
generated Payment Requests or Lease Invoices.
Lease Key Dates are also supported with the ability to automate action items and assignments
on critical events such as Lease renewals, Option Exercise Dates, and so forth.

Lease Contacts
Lease Contacts is a process to maintain names and contact information for Landlords and
Tenants.

Common Area Maintenance (CAM) Reconciliation

The CAM Reconciliation process is used at the end of certain periods (typically annually or
semi-annually) to reconcile the amount of payments made towards CAM with the actual CAM
obligations.
For Landlords, it serves as a way to figure out if tenants still owe any additional CAM charges or
not. For Tenants, it serves to validate that any additional CAM invoices are valid compared to
what has been paid for that period.
The CAM reconciliation process auto-generates a Lease Invoice process for any variance
between the actual CAM charges and the amount already paid for a defined period of time. In
this case, it supports the Landlord use case invoicing the tenants.

Lease Actions
Lease Actions are BP records auto-generated from the Lease record for certain Critical Dates
that require an action/task and follow up from someone assigned this action.

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Lease Amendment Requirements

Lease Amendment Requests are used to request a modification to an existing Lease and has
significant impact on the overall terms or payments of the lease to justify amending the original
lease record.
Lease Amendment Requested are initiated from within the original lease record. Once initiated,
a Lease Mended Request record gets auto-generated is is routed for review and approval. Once
approved, the process does two things:
 The original lease record status changes to “Amended”
 A New Lease record gets created with the new amended/modified data.
The newly created lease record is marked as Active and the Amendment Number field is
updated. Mind you that the Primary Lease Number remains the same in spite of a new lease
record number.

Lease Invoices
Lease Invoices are auto-generated from the lease record of type Landlord. They are typically
invoices sent out to tenants for payment of Rent, Utilities, CAM, Insurance or other types of
charges. The lease invoice record has a reference to the lease record that generated it and line
items are automatically populated with the relevant charge type and amount. Lease Invoices are
then routed for review and approval.

Lease Payments
Lease Payments are auto-generated from the lease record of type Tenant. They are typically
payment requests sent out to lease administration groups at the tenant’s organization who are
responsible for processing lease payments to landlords. Lease Payment requests can be for
Rent, Utilities, CAM, Insurance or other types of charges.
The Lease Payment record has a reference to the lease record that generated it and line items
are automatically populated with the relevant charge type and amount. Lease Payments are
then routed for review and approval.

Lease Termination
Lease Termination process is used to end or terminate a lease agreement. Once initiated, and
the termination justification is provided, the process is routed for review and approval.
Once approved, multiple events take place a s a result of that:
 The original lease agreement is marked “Terminated” and no further payment or invoice
processes will be auto-generated from this release record
 The Occupancy Status of the Space record associated with this lease agreement will be
updated to “Vacant” status.

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Leases Management Business Processes (BPs)

Leases Management Cost Type BPs

The following Cost type BPs are available for Leases Management:

BP Name BP ID BP Level
CAM Reconciliation ucr Project/Shell
Lease Amendment urelease Project/Shell
Requests
Lease Invoices uli Project/Shell
Leases uleases Project/Shell
New Lease Requests unleaser Project/Shell

Leases Management Linet Item Type BPs

The following Line Item type BPs are available for Leases Management:

BP Name BP ID BP Level
Lease Contacts ulsco Company

Leases Management Simple Type BPs

The following Simple type BPs are available for Leases Management:

BP Name BP ID BP Level
Lease Actions ulskdact Project/Shell
Lease Termination uleasetm Project/Shell
Lease Payments TBD Project/Shell

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New Lease Requests Business Process

New Lease Requests BP - Purpose

To allow for the lease terms to be routed for review and approval before the actual lease
agreement gets created and activated.

New Lease Requests BP - Level

Project/Shell

New Lease Requests BP - Type

Cost

New Lease Requests BP - Workflow

New Lease Requests BP - View

Home tab > User mode > FAM Master Logs > Lease Management > New Lease Requests

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Leases Business Process

Leases BP - Purpose
To captures all the data related to executing and managing a lease.

Leases BP - Level
Project/Shell

Leases BP - Type
Cost
Sub-type: Line Items with Multiple Codes, Classification > Lease

Leases BP - Workflow
Leases BP is a non-workflow BP.

Leases BP - View
Home tab > User mode > FAM Master Logs > Lease Management > Leases
Or
Navigate to the Shell and view the BP from the Shell Log.

Leases BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Leases

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Lease Contacts Business Process

Lease Contacts BP - Purpose

To maintain names and contact information for Landlords and Tenants.

Lease Contacts BP - Level

Company

Lease Contacts BP - Type

Line Item

Lease Contacts BP - Workflow

Leases Contacts BP is a non-workflow BP.

Lease Contacts BP - View

Home tab > User mode > FAM Master Logs > Lease Management > Leases Contacts
Or
Navigate to the Shell and view the BP from the Shell Log.

Lease Contacts BP - Template

Company Workspace > Admin mode > Company Workspace > Business Process Setup >
Lease Contacts

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CAM Reconciliation Business Process

CAM Reconciliation BP - Purpose

To reconcile the amount of payments made towards CAM with the actual CAM obligations

CAM Reconciliation BP - Level

Project/Shell

CAM Reconciliation BP - Type

Cost

CAM Reconciliation BP - Workflow

CAM Reconciliation BP - View

Home tab > User mode > FAM Master Logs > Lease Management > CAM Reconciliation
Or
Navigate to the Shell and view the BP from the Shell Log.

CAM Reconciliation BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > CAM Reconciliation

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Lease Actions Business Process

Lease Actions BP - Purpose

Lease Actions are BP records auto-generated from the Lease record for certain Critical Dates
that require an action/task and follow up from someone assigned this action.

Lease Actions BP - Level

Project/Shell

Lease Actions BP - Type

Simple

Lease Actions BP - Workflow

Lease Actions BP - View

Home tab > User mode > FAM Master Logs > Lease Management > Lease Actions
Or
Navigate to the Shell and view the BP from the Shell Log.

Lease Actions BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Lease Actions

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Lease Amendment Requirements Business Process

Lease Amendment Requirements BP - Purpose

To request a modification to an existing Lease and has significant impact on the overall terms or
payments of the lease to justify amending the original lease record.

Lease Amendment Requirements BP - Level

Project/Shell

Lease Amendment Requirements BP - Type

Cost

Lease Amendment Requirements BP - Workflow

Lease Amendment Requirements BP - View

Home tab > User mode > FAM Master Logs > Lease Management > Lease Amendment
Requirements
Or
Navigate to the Shell and view the BP from the Shell Log.

Lease Amendment Requirements BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Lease Amendment Requirements

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Lease Invoices Business Process

Lease Invoices BP - Purpose

The lease invoice record has a reference to the lease record that generated it and line items are
automatically populated with the relevant charge type and amount. Lease Invoices are then
routed for review and approval.

Lease Invoices BP - Level

Project/Shell

Lease Invoices BP - Type

Cost

Lease Invoices BP - Workflow

Lease Invoices BP - View

Home tab > User mode > FAM Master Logs > Lease Management > Lease Invoices
Or
Navigate to the Shell and view the BP from the Shell Log.

Lease Invoices BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Lease Invoices

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Lease Payments Business Process

Lease Payments BP - Purpose

The Lease Payment record has a reference to the lease record that generated it and line items
are automatically populated with the relevant charge type and amount. Lease Payments are
then routed for review and approval.

Lease Payments BP - Level

Project/Shell

Lease Payments BP - Type

Cost

Lease Payments BP - Workflow

Lease Payments BP - View

Home tab > User mode > FAM Master Logs > Lease Management > Lease Payments
Or
Navigate to the Shell and view the BP from the Shell Log.

Lease Payments BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Lease Payments

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Lease Termination Business Process

Lease Termination BP - Purpose

To end or terminate a lease agreement.

Lease Termination BP - Level

Project/Shell

Lease Termination BP - Type

Simple

Lease Termination BP - Workflow

Lease Termination BP - View

Home tab > User mode > FAM Master Logs > Lease Management > Lease Termination
Or
Navigate to the Shell and view the BP from the Shell Log.

Lease Termination BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Lease Termination

Leases Management User-Defined Reports (UDRs)

The following is a list of the UDRs:

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UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Lease Abstract NA Leases Tabular
Report
Lease by Lease NA Leases Tabular
Type
Lease Critical Dates NA Leases Tabular
Lease Payment Lease Payment Lease Payments Tabular
Details Details
Lease Payment Lease Payment Lease Payments Tabular
Summary Summary
Lease Rent Roll NA Leases Tabular
Rent Variance by NA Leases Cross Tab
Month

Real Estate: Transactions Management

Primavera Unifier Real Estate Management supports a variety of common real estate
transaction types such as site selection and acquisition, dispositions, new lease initiation,
subleasing and lease termination, and more. Flexible workflows are used to manage the scope,
tasks, and deadlines associated with each transaction. As a result, users can route, review, and
approve transactions and track and manage every step of the transaction process. Transaction
projects can be created for complex real estate transactions such as new site selection and
acquisition or disposition. Scope, schedules, costs, documents, and related due diligence
processes (including candidate sites and site comparisons) can all be managed in these
transaction projects. And like all Primavera Unifier solutions, Primavera Unifier Real Estate
Management provides task reminders, notifications, document management, messaging, and
reporting.
Transaction management enables you to manage:
 Prospective Properties
 Property Acquisitions
 Property Dispositions
 Property Creation
 Transaction Management Business Processes

Note: Information about the Transactions Management Business

Processes (BPs) is provided below.

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Prospective Properties
Identifying the prospective properties is a process used to capture all of the relevant data on
properties of interest and under consideration for acquisition, or leasing. The data captured
through this process is used in the property acquisition process in order to select the best
property that meets the criteria.

Property Acquisitions
The property acquisitions is a process used for specifying the needs and criteria related to a real
estate acquisition transaction. In this process, each criteria is prioritized with a weight value,
based on the importance to the acquisition initiative. On the line items, the user selects
properties from the prospective properties and rates each property data according to how close
it satisfies the acquisition needs and criteria.
The information collected during this process is used to auto-calculate a score for each property
under consideration. The score enables the user make an informed decision about a prospective
property.

Note: An additional step is included to help complete the transaction and

include the property to the real estate portfolio by automatically creating
the property Shell and place it in the proper location in the overall real
estate portfolio hierarchy.

Property Dispositions
Property dispositions is a simple process that identifies the property that will be disposed and
provides the justification/reason for the disposition. Once approved, the property-ownership
status changes to “Disposed”.
The Property Disposition process is used when a property (Building, Land or Linear Asset) is
disposed or sold and is no longer party of the portfolio. The process allows the requestor to
submit a request and specify which property to be disposed and the reasons. The default
workflow allows the request to be reviewed and either approved or rejected. Once approved, the
selected property Ownership Status is then changed to “Disposed”.

Property Creation
This process is used to initiate the request for creating the property that was selected to be
acquired in the Property Acquisition process.

Transactions Management Business Processes (BPs)

Transactions Management Line Item BPs

The following Line Item type BPs are available for Transaction Management:

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BP Name BP ID BP Level
Property Acquisitions upra Project/Shell

Transactions Management Simple Type BPs

The following Simple type BPs are available for Transaction Management:

BP Name BP ID BP Level
Prospective Properties upp Project/Shell
Property Dispositions upd Project/Shell
Property Creator upc Project/Shell

Prospective Properties Business Process

Prospective Properties BP - Purpose

To capture data used in the property acquisition process in order to select the best property that
meets the criteria.

Prospective Properties BP - Level

Project/Shell

Prospective Properties BP - Type

Simple

Prospective Properties BP - Workflow

Prospective Properties BP is a non-workflow BP.

Record Statuses
 Considered
 Acquired
 Available

Groups Associated with this BP

Corporate Real Estate and Real Estate Managers can create and edit this BP.

Prospective Properties BP - Create

To create a Prospective Properties BP:
1) From the User mode, navigate to the All Properties node.
2) Expand the Transactional Management node on the Left pane, and select Prospective
Properties.

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3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

Property Acquisitions Business Process

Property Acquisitions BP - Purpose

To collect information and auto-calculate a score for each property under consideration.

Property Acquisitions BP - Level

Project/Shell

Property Acquisitions BP - Type

Line Item

Property Acquisitions BP - Workflow

Record Statuses
 Pending
 Approved
 Canceled
 Rejected

Groups Associated with this BP

Creation, Property Selection, Property Review & Ranking, Property Selection, and review Steps:
Corporate Real Estate, Corporate Real Estate Finance, Finance, Real Estate Managers.

Property Acquisitions BP - Create

To create a Property Acquisitions BP:
1) From the User mode, navigate to the All Properties node.

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2) Expand the Transactional Management node on the Left pane, and select Property
Acquisitions.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) From the Workflow Actions drop-down menu, select Send for Property Selection.

Property Dispositions Business Process

Property Dispositions BP - Purpose

To identify the property that will be disposed and provides the justification/reason for the
disposition.

Property Dispositions BP - Level

Project/Shell

Property Dispositions BP - Type

Simple

Property Dispositions BP - Workflow

Building Disposition

Land Disposition

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Linear Asset Disposition

PD Workflow set up

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Record Statuses
 Pending
 Approved
 Rejected
 Canceled
 On-hold

Groups Associated with this BP

Creation, Disposition Review, Clarification Steps: Corporate Real Estate, Corporate Real Estate
Finance, Finance, Real Estate Managers.

Property Dispositions BP - Create

To create a Property Dispositions BP:
1) From the User mode, navigate to the All Properties node.
2) Expand the Transactional Management node on the Left pane, and select Property
Dispositions.
3) From the BP log page:
In Standard View:
a. Click Create.
b. From the Select Business Process Origin drop-down list, ensure that your project is
selected.
c. From the Select Business Process drop-down list, ensure that the BP you want to
create is selected.
d. From the Select Workflow drop-down list, select from one of the following workflows:
Building Disposition, Linear Asset Disposition, or Land Disposition.
e. Click Create.
In Classic View:

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f. From the toolbar, click New.

g. From the Workflow drop-down list, select from one of the following workflows: Building
Disposition, Linear Asset Disposition, or Land Disposition.
4) Complete the form. The required fields are in red and marked with an asterisk.
5) From the Workflow Actions drop-down menu, select Send For Disposition Review.

Property Creation Request Business Process

Property Creation Request BP - Purpose

The Property Creation Requests process is used to initiate the creation of a new shell (Building
or Land) as a result of Real Estate Property Acquisition approved transaction. The Property
Creation Request is typically assigned to a user or a group responsible for the creation of new
shells in the portfolio.

Property Creation Request BP - Level

Shell

Property Creation Request BP - Type

Project/Shell Creation

Property Creation Request BP - Workflow

Record Statuses
 Approved
 In_review
 Rejected

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Groups Associated with this BP

Creation, Approve, and review Steps: Corporate Real Estate, Corporate Real Estate Finance,
Finance, Real Estate Managers.

Property Creation Request BP - Create

To create a Property Creation request BP:
1) From the User mode, navigate to the All Properties node.
2) Expand the Transactional Management node on the Left pane, and select Property
Creation Request.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) From the Workflow Actions drop-down menu, select Send For Approval.

Transactions Management User-Defined Reports (UDRs)

The following is a list of the UDRs:

UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Property Acquisition Property Acquisition Property Acquisition Tabular
Details Details
Property Property Property Tabular
Dispositions Dispositions Dispositions
Prospective Prospective Prospective Tabular
Properties Properties Properties

Transactions Management Custom Reports

The following is a list of Custom Reports:

Custom Report Name Location

Property Acquisition Report All Properties (Shell)

Real Estate: Real Estate Data Management

Real Estate Data management enables you to record, organize, and manage various real estate
data for record keeping and easy search and retrieve. Real Estate Data management manages
the following:
 Parcels
 Deeds

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 Titles
 Insurance
 Easements
 Property Taxes
 RE Payments
 Permits
Real Estate Data management enables you to manage:
 Property Titles
 Certificate of Insurance
 Deeds
 Easements
 Parcels
 Permits
 Property Taxes
 Real Estate Payments

Note: Information about the Real Estate Data Management Business

Processes (BPs) is provided below.

Property Titles
Property Titles process is used to capture data related to real estate property titles such as
Property Name, Address, Date Title Executed, and so forth.

Certificate of Insurance
Certificate of Insurance process is used to capture data related to insurance certificates such as
Policy Number, Date of Issue, Name of Insured person/entity, Waiver Clauses, Insurance
Coverage amounts, and so forth.

Deeds
Deeds process is used to capture data related to real property deeds such as Deed Title, related
parcel, Grantors’ and Grantees’ Names and mailing addresses, Deed Type, transfer Date, and
so forth.

Easements
Easements process is used to capture data related to a property such as Easement Type,
Considerations, and so forth.

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Parcels
Parcels process is used to capture property parcel data such as Parcel Number, Notes, Parcel
Size, Legal Description, Parcel Map/Image, Parcel Category and type, Zoning, and so forth.

Permits
Permits process is used to document and track property such as Permit Type, Issue Date,
Permit expiration date, and so forth.

Property Taxes
Property Taxes process is used to capture real estate property tax payments including Tax
Type, Amount, Parcel Number, Address, Payee Name, and so forth.

Real Estate Payments

Real Estate Payment is a generic process used to initiate and approve generic payment
requests for real estate expenditures.

Real Estate Data Management Business Processes (BPs)

Real Estate Data Management Cost Type BPs

The following Cost type BPs are available for Real Estate Data Management:

BP Name BP ID BP Level
Property Taxes uxpt Project/Shell
Real Estate Payments uxrp Project/Shell

Real Estate Data Management Simple Type BPs

The following Simple type BPs are available for Real Estate Data Management:

BP Name BP ID BP Level
Certificate of Insurance uxcoi Project/Shell
Deeds uxdeds Project/Shell
Easements uxem Project/Shell
Parcels uxpar Project/Shell
Permits uxpe Project/Shell
Titles uxtit Project/Shell

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The BPs listed above are available in the Master Log of the Home tab, in Unifier, in order to
enable you to conduct global searches across the entire portfolio. For example, you can search
for a particular Deed record, or a Title record, in the entire portfolio.

Note: You can modify the metadata on these BPs in order to address
specific needs.

Certificate of Insurance Business Process

Certificate of Insurance BP - Purpose

Certificate of Insurance process is used to capture data related to insurance certificates such as
Policy Number, Date of Issue, Name of Insured person/entity, Waiver Clauses, Insurance
Coverage amounts, and so forth.

Certificate of Insurance BP - Level

Project/Shell

Certificate of Insurance BP - Type

Simple

Certificate of Insurance BP - Workflow

Certificate of Insurance BP is a non-workflow BP.

Record Statuses
 Active
 Inactive
 Canceled
 Pending

Groups Associated with this BP

Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can
create and edit this BP.

Certificate of Insurance BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Certificate of Insurance

Certificate of Insurance BP - Create

To create a Certificate of Insurance BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.

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2) Expand the Real Estate Data Management node on the Left pane, and select Certificate of
Insurance.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

Deeds Business Process

Deeds BP - Purpose
Deeds process is used to capture data related to real property deeds such as Deed Title, related
parcel, Grantors’ and Grantees’ Names and mailing addresses, Deed Type, transfer Date, and
so forth.

Deeds BP - Level
Project/Shell

Deeds BP - Type
Simple

Deeds BP - Workflow
Deeds BP is a non-workflow BP.

Record Statuses
 Active
 Inactive

Groups Associated with this BP

Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can
create and edit this BP.

Deeds BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Deeds

Deeds BP - Create
To create a Deeds BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Real Estate Data Management node on the Left pane, and select Deeds.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

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Easements Business Process

Easements BP - Level
Easements process is used to capture data related to a property such as Easement Type,
Considerations, and so forth.

Easements BP - Level
Project/Shell

Easements BP - Type
Simple

Easements BP - Workflow
Easements BP is a non-workflow BP.

Record Statuses
 Pending
 Active
 Inactive

Groups Associated with this BP

Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can
create and edit this BP.

Easements BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Easements

Easements BP - Create
To create an Easements BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Real Estate Data Management node on the Left pane, and select Easements.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

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Parcels Business Process

Parcels BP - Purpose
Parcels process is used to capture property parcel data such as Parcel Number, Notes, Parcel
Size, Legal Description, Parcel Map/Image, Parcel Category and type, Zoning, and so forth.

Parcels BP - Level
Project/Shell

Parcels BP - Type
Simple

Parcels BP - Workflow
Parcels BP is a non-workflow BP.

Record Statuses
 Active
 Inactive

Groups Associated with this BP

Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can
create and edit this BP.

Titles BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Titles

Parcels BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Parcels

Parcels BP - Create
To create a Parcels BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Real Estate Data Management node on the Left pane, and select Parcels.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

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Permits Business Process

Permits BP - Purpose
Permits process is used to document and track property such as Permit Type, Issue Date,
Permit expiration date, and so forth.

Permits BP - Level
Project/Shell

Permits BP - Type
Simple

Permits BP - Workflow
Permits BP is a non-workflow BP.

Record Statuses
 Pending
 Approved
 Rejected

Groups Associated with this BP

Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can
create and edit this BP.

Permits BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Permits

Permits BP - Create
To create a Permits BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Real Estate Data Management node on the Left pane, and select Permits.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

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Property Taxes Business Process

Property Taxes BP - Purpose

Property Taxes process is used to capture real estate property tax payments including Tax
Type, Amount, Parcel Number, Address, Payee Name, and so forth.

Property Taxes BP - Level

Project/Shell

Property Taxes BP - Type

Cost

Property Taxes BP - Workflow

Record Statuses
 Pending
 Approved
 Rejected
 Canceled

Groups Associated with this BP

Finance, Property Managers, and Real Estate Managers can create, edit, and approve this BP.

Property Taxes BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Property Taxes

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Property Taxes BP - Create

To create a Property Taxes BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Real Estate Data Management node on the Left pane, and select Property
Taxes.
3) From the BP log page, click Create.From the Workflow Actions drop-down menu, select
Send For Approval.

Real Estate Payments Business Process

Real Estate Payments BP - Level

Project/Shell

Real Estate Payments BP - Type

Cost

Real Estate Payments BP - Workflow

Record Statuses
 Pending
 Approved
 Rejected
 Withdrawn
 Canceled

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Groups Associated with this BP

Finance, Property Managers, and Real Estate Managers can create, edit, and approve this BP..

Real Estate Payments BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Real Estate Payments

Real Estate Payments BP - Create

To create a Real Estate Payments BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Real Estate Data Management node on the Left pane, and select Real Estate
Payments.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) From the Workflow Actions drop-down menu, select Send For Approval.

Titles Business Process

Titles BP - Purpose
Property Titles process is used to capture data related to real estate property titles such as
Property Name, Address, Date Title Executed, and so forth.

Titles BP - Level
Shell

Titles BP - Type
Simple

Titles BP - Workflow
Titles BP is a non-workflow BP.

Record Statuses
 Active
 Inactive

Groups Associated with this BP

Corporate Real Estate, Property Managers, Facility Managers, and Real Estate Managers can
create and edit this BP.

Titles BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Titles

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Titles BP - Create
To create a Titles BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Real Estate Data Management node on the Left pane, and select Titles.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

Real Estate Data Management User-Defined Reports (UDRs)

The following is a list of the UDRs:

UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Certificate of Certificate of Certificate of Tabular
Insurance Insurance Insurance
Deed Records Real Estate Data Deeds Tabular
Summary Management
(Deeds)
Easement Records Real Estate Data Easements Tabular
Summary Management
(Easements)
Parcel Records Real Estate Data Parcels Tabular
Summary Management
(Parcels)
Permit Records Real Estate Data Permits Tabular
Summary Management
(Permits)
Property Taxes Property Taxes Property Taxes Tabular
Real Estate Real Estate Real Estate Tabular
Payments Payments Payments
Title Records Real Estate Data Titles Tabular
Summary Management (Titles)

Real Estate: Utilities and Sustainability Management

Utilities and Sustainability management enables you to manage:
 Carbon Footprint

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 Emissions
 Energy (Electric and Gas)
 LEED Certifications
 LEED Realized Benefits
 Recycling
 Waste Generation
 Energy Management Business Processes

Note: Information about the Utilities and Sustainability Management

Business Processes (BPs) is provided below.

Carbon Footprint
Carbon Footprint process is used to capture basic information that can be used to calculate the
total carbon footprint and associated cost for a facility. The details form line items allows you to
capture detailed energy utilization data by type and date range.

Emissions
Emissions process is used to capture emissions related data for a facility such as emission type,
meter name, date range and total quantity.

Utilities Management
The Utilities Management covers the utilities- and energy-related processes such as the electric,
water, gas, and so forth.

LEED Certifications
The LEED Certification process is used by organizations to perform a self-check and validation
on the level of LEED Certification and earned points they may qualify for. The process form is
divided into several sections and a series of questions for each section to help dynamically
calculate the earned LEED points and performs a LEED level validation. The sections include
questions in the following categories: Sustainable Sites, Water Efficiency, Energy and
Atmosphere, Materials and Resources, Indoor Environmental Quality, Innovations in Operations,
Regional Priority Credits.

LEED Realized Benefits

This process is used to quantify the realized benefits of implementing a sustainability upgrade or
renovation project/initiative. The process provides data points for LEED Category, Savings (5 Yr.
NPV), CO2 reductions, Water Use Reductions, Energy Consumption Reductions, and so forth.

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Recycling
This Recycling process is used to capture the data related to the material type being recycles,
date range, quantity of recycled material and estimated value/amount.

Waste Generation
The Waste Generation process provide the ability to capture the data related to Waste Type,
quantity, data range and estimated value of the waste generation.

Utilities and Sustainability Management Business Processes (BPs)

Utilities and Sustainability Line Item Type BPs

The following Line Item type BPs are available for Utilities and Sustainability Management:

BP Name BP ID BP Level
Carbon Footprint ucf Project/Shell
Recycling urcy Project/Shell
Waste Generation uwg Project/Shell

Utilities and Sustainability Simple Type BPs

The following Simple type BPs are available for Utilities and Sustainability Management:

BP Name BP ID BP Level
Emissions uem Project/Shell
LEED Certification Levels uleedlvl Project/Shell
LEED Certifications ulledc Project/Shell
LEED Realized Benefits uleedr Project/Shell

Carbon Footprint Business Process

Carbon Footprint BP - Purpose

Carbon Footprint process is used to capture basic information that can be used to calculate the
total carbon footprint and associated cost for a facility. The details form line items allows you to
capture detailed energy utilization data by type and date range.

Carbon Footprint BP - Level

Project/Shell

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Carbon Footprint BP - Type

Line Item

Carbon Footprint BP - Workflow

Carbon Footprint BP is a non-workflow BP.

Record Statuses
 Pending
 Approved

Groups Associated with this BP

Building Managers, Facilities Environment Managers, Facility Managers, and HSE Managers
can create and edit this BP.

Carbon Footprint BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Carbon Footprint

Carbon Footprint BP - Create

To create a Carbon Footprint BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Utilities Management node on the Left pane, and select Carbon Footprint.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

Emissions Business Process

Emissions BP - Purpose
Emissions process is used to capture emissions related data for a facility such as emission type,
meter name, date range and total quantity.

Emissions BP - Level
Project/Shell

Emissions BP - Type
Simple

Emissions BP - Workflow
Emissions BP is a non-workflow BP.

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Record Statuses
 Rejected
 Pending
 Approved

Groups Associated with this BP

Building Managers, Facilities Environment Managers, Facility Managers, and HSE Managers
can create and edit this BP.

Emissions BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Emissions

Emissions BP - Create
To create an Emissions BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Utilities Management node on the Left pane, and select Emissions.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

Recycling Business Process

Recycling BP - Purpose
This Recycling process is used to capture the data related to the material type being recycles,
date range, quantity of recycled material and estimated value/amount.

Recycling BP - Level
Project/Shell

Recycling BP - Type
Line Item

Recycling BP - Workflow
Recycling BP is a non-workflow BP.

Record Statuses
 Canceled
 In_review
 Reviewed

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Groups Associated with this BP

Building Managers, Facilities Environment Managers, Facility Managers, and HSE Managers
can create and edit this BP.

Recycling BP - Template
Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Recycling

Recycling BP - Create
To create a Recycling BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Utilities Management node on the Left pane, and select Recycling.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

Waste Generation Business Process

Waste Generation BP - Purpose

The Waste Generation process provide the ability to capture the data related to Waste Type,
quantity, data range and estimated value of the waste generation.

Waste Generation BP - Level

Project/Shell

Waste Generation BP - Type

Line

Waste Generation BP - Workflow

Waste Generation is a non-workflow BP.

Record Statuses
 Canceled
 In_review
 Reviewed

Groups Associated with this BP

Building Managers, Facilities Environment Managers, Facility Managers, and HSE Managers
can create and edit this BP.

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Waste Generation BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > Waste Generation

Waste Generation BP - Create

To create a Waste Generation BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Utilities Management node on the Left pane, and select Waste Generation.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

LEED Certifications Business Process

LEED Certifications BP - Purpose

The LEED Certification process is used by organizations to perform a self-check and validation
on the level of LEED Certification and earned points they may qualify for.

LEED Certifications BP - Level

Project/Shell

LEED Certifications BP - Type

Simple

LEED Certifications BP - Workflow

LEED Certification BP is a non-workflow BP.

Record Statuses
 Active
 Inactive

Groups Associated with this BP

Building Managers, Facilities Environment Managers, Facility Managers, and HSE Managers
can create and edit this BP.

LEED Certifications BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > LEED Certifications

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LEED Certifications BP - Create

To create a LEED Certifications BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Sustainability Management node on the Left pane, and select LEED
Certifications.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

LEED Certification Levels Business Process

LEED Certification Levels BP - Purpose

The LEED Certification process is used by organizations to perform a self-check and validation
on the level of LEED Certification and earned points they may qualify for.

LEED Certification Levels BP - Level

Project/Shell

LEED Certification Levels BP - Type

Simple

LEED Certification Levels BP - Workflow

LEED Certification Levels BP is a non-workflow BP.

Record Statuses
 Active
 Inactive

LEED Certification Levels BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > LEED Certifications

LEED Realized Benefits Business Process

LEED Realized Benefits BP - Purpose

The process provides data points for LEED Category, Savings (5 Yr. NPV), CO2 reductions,
Water Use Reductions, Energy Consumption Reductions, and so forth.

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LEED Realized Benefits BP - Level

Project/Shell

LEED Realized Benefits BP - Type

Simple

LEED Realized Benefits BP - Workflow

LEED Realized Benefits BP is a non-workflow BP.

Record Statuses
 Active
 Inactive

Groups Associated with this BP

Building Managers, Facilities Environment Managers, Facility Managers, and HSE Managers
can create and edit this BP.

LEED Realized Benefits BP - Template

Company Workspace > Admin mode > Templates > Shells > Buildings > MASTER OFFICE
BUILDING TEMPLATE > Setup > Business Process > LEED Realized Benefits

LEED Realized Benefits BP - Create

To create a LEED Realized Benefits BP:
1) From the User mode, navigate to the Shell (for example: Building or Campus) where you
want to create the record.
2) Expand the Sustainability Management node on the Left pane, and select LEED Realized
Benefits.
3) From the BP log page, click Create.Complete the form. The required fields are in red and
marked with an asterisk.
4) Select Finish Editing.

Utilities and Sustainability Management User-Defined Reports (UDRs)

The following is a list of the UDRs:

UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Carbon Footprint Utilities Carbon Footprint Tabular
Management
Emissions Utilities Emissions Tabular
Management
Energy Meter Utilities Energy Meter Tabular
Management

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LEED Certifications Sustainability LEED Certifications Tabular

Management
LEED Realized Sustainability LEED Realized Tabular
Benefits Management Benefits
Recycling Utilities Recycling Tabular
Management
Waste Generation Utilities Waste Generation Tabular
Management
Water Meter Utilities Water Meter Tabular
Management

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Cost Management
The Cost management solution enables you to receive real-time (fully integrated) Cost Controls.
Refer to the Unifier Project Controls User Guide for more details about Cost Controls.
Cost management support includes a pre-defined Cost Account Codes for Revenue, Expense
and Liability accounts, and it allows you to modify and develop templates for future use. Cost
management also uses dashboards and variance reports to provide you with information
pertaining to all cost events and transactions.
As a part of enterprise integration, Cost management enables you to set annual budgets for
buildings, facilities, sites, regions, or the entire real estate portfolio.
The Cost management supports:
 Cost control
 Cost transactions
 Support enterprise integration
 Annual Budget
 Budget Changes
 Budget Transfers
 Master Service Agreements
 Facility Requests For Bid
 Purchase Orders
 Purchase Order (PO) Amendments
 Invoices-General Spends
 Invoices-Generic

In This Section
Cost Management User-Defined Reports (UDRs) ................................................. 171

Cost Management User-Defined Reports (UDRs)

The following is a list of the UDRs:

UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Invoices Generic-FM Cost Management Invoices-Generic-F Tabular
Summary Report M
Invoices General Cost Management Invoices General Tabular
Spends-FM Spends-FM
Summary Report
FAM Purchase FAM Purchase Purchase Tabular
Order Summary Order Summary Orders-FM

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UDRs Name UDRs Description UDRs Data Type UDRs Report Type
Master Service NA Master Service Tabular
Agreements Agreements
Summary Report
Rent Variance by NA Leases Cross Tab
Month

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Vendor Management
The Vendor Management enables you to manage the following Business Processes (BPs):
 Vendor Detailed Records
 Vendor Pre-qualification Process
 Vendor Evaluation Process
 Master Service Agreements
 Facilities Bid Management

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Copyright
Oracle Primavera Unifier Facilities and Asset Management User Guide
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