Admin Setup - Custom Links

Overview

This screen allows Prime organizations to provide links to documents such as standard operating procedures, time reporting guidelines, etc., to their subcontractors accessing Unanet via the subcontractor portal. The links added here will display on the left hand menu on the subcontractor portal.

Administrators can also set up custom links for use on the Unanet web application.

Roles

This screen is available to users having the Administrator or P&R Administrator role.

License

This screen is available with all Unanet licenses.

 

Topics covered on this help page include:

 

  

Custom Links List Screen

This screen can be used to add, edit, and delete custom links. You can modify an existing file name by editing the entry, clicking on the replace  icon, and selecting a new file to use for that entry.

 

 

Field Descriptions (click on a link below for additional information):

 

 

 


Custom Links - Summary tab

On this tab, you will select the application from the following types:

 

Subcontractor Portal

For subcontractor portal, you will provide the link text and select a file.

 

 

Field Descriptions (click on a link below for additional information):

 

 

Unanet Web Application

For web application, you will see the following screen:

 

Field Descriptions (click on a link below for additional information):

 

 

 


Custom Links - Roles tab

This tab is a placeholder for future functionality.

You can only access this tab if "Web Application" is selected for Application on the Summary tab.

By default, no roles are added to the Selected Roles field. To add or remove roles, select one or many in Available Roles or Selected Roles and click on the right or left arrow button.

The available roles include all Project Management and Resource Management (P&R) and Financial roles (see People Profile>>Roles)