General Notes In the Publisher module, all standard templates are housed in the Template Administration (upper left hand corner) section. The content you select must be in the project or personnel record to populate your template. If the content is not filled out in the personnel or project record, your document will show the variable (e.g., %PublishProjectName%) that represents that missing data field in the record. If any changes have been made to the data in the personnel/project record, you will need to regenerate the document to reflect your changes. All of your created documents are saved in Unanet. Once the document is saved, you can re-generate it directly in Publisher and have the option to apply a different template to it. Unanet will populate the document with the most recent data. Naming Convention Project Sheets: Project Name_Primary Market_Product Type (Example: RosemeadHighSchool_Education_K12_Gym) Resumes: Division_First and Last Name_Title_Market, if applicable (Example: Atlanta_Bob Brown_PM) Project List: Primary Market_Product Type_Parameters (5Years_over50M, etc.) Publisher will show the date of your document and who generated it. Additional Notes and Instructions to Consider Step 1: In Unanet, go to Publisher 4.0 > Create Document and select the document (Project Profile, Resume, etc) that you’d like to create. Step 2: Name your document (see recommendations above), search for and select your project, and click save. Do not use commas and/or periods. Step 3: Next, select the template for your document. We have uploaded standard templates for Project Sheet, Resume and Project List. If you’d like to create a new template, please work with your regional Unanet administrator to create and upload a new template. Since this could be lengthy process, a workaround is to utilize the standard templates and reformat the document once it is generated and downloaded from Unanet. Step 4: Once you’ve selected your template, you will arrive at the Project Profile/Resume Construction page where you will complete the data associated w/your template. Select your template layout at Layout tab>Select. Step 5: Once your template layout has been selected, you will be prompted to select the content that will populate your template.  For Project Profiles, you will be prompted to select the images to populate your project sheet.  For Resumes, you will be prompted to select project experience, education, state specific registration (such as licenses), other registrations (memberships/affiliations such as DBIA, LEED), and a resume introduction from your chosen personnel record.  For Project Lists, you can select the projects you want to populate your list by using Project search to select an existing report, generate your own report in the Reports Module, or manually select your projects. Image Notes When selecting your images, we suggest selecting “Save” which will allow you the most flexibility to crop, position and resize once the ID file is generated. The “Save and Crop” feature will allow cropping based on the dimensions of your placeholder image. You can disregard the note “Your image size is not ideal.” You will still be able to format the image positioning/scale/etc. in InDesign once your document has been generated. Project Profile - Ensure you select 3 images for your project sheet.  Resume Headshot - You can select the Personnel photo if no photo has been designated as the “Primary Photo” in the personnel record. If only one photo is in the Personnel record, Publisher will automatically insert the sole photo in the record. Images for Project Lists - In Project records, you can identify the default project image for lists by adding “Thumbnail” in the photo’s keyword field. To select the image for your project list, set the paramaters at Project List Image Options, Image Select Method to “By Keyword” and set Image Keyword to “Thumbnail.” Step 6: Once you’ve selected the content, press "Generate Document". Sometimes, you may need to press on the "Generate Document" button twice if the system does not trigger the first go around. Once your document has been generated, download by selecting idml or word if a Microsoft Word template was used instead. Save the document to your chosen destination.

The Publisher module has the capability to create project sheets/profiles and lists. The video below and the attached pdf file review the steps required to produce these files.

The following training videos outlines how to correctly set up the personnel record and generate resumes in Publisher. For additional instructions and helpful information, please download the attached Publisher Resume Guide to review best practices. Part I - Setting up the Personnel Record <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span> Part II - Generating the Resume via Publisher Module <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span>

Please review the below naming convention examples to understand how Publisher Documents in Unanet should be named. As the document database grows, maintaining consistency will keep our files organized and easy to locate. Project Sheets Naming Convention Project Name (shorten if too long)_Project Number Examples Columbine High School_19035035 San Diego Airport T2 Parking Plaza_15054011 Resumes Naming Convention Last Name, First Name If there is more than one Personnel with the same name, differentiate them by adding a middle or nick name if they have one. Avoid creating market or pursuit specific resumes. Please use the master resume document and modify the IDML file directly if the resume needs to be anything different than the personnel's master resume. Examples Smith, Jane Smith, Jane Doe Project List Naming Convention Use underscore to break out the different categories and parameters Division_Market_Other Parameters Client_Location_Other Parameters Market_Secondary Market_Other Parameters Product Type_Other Parameters Examples OCLA_Aviation Experience_Last 5Years Gensler Experience_CA_Last 3Years Education Experience_K12_Last 5Years Residential Experience_Senior Housing_Last 10Years_Over $20M Pool Experience_Last 10Years

Methods to Search for In Progress Projects Please review the following instructions for help on how to search for In Progress projects using different Unanet search methods:  Project Advanced Search Project Grid Reports Publisher.  For all search methods, you may adjust your filters and other search parameters required to pull the results needed. As a general rule of thumb, please note the following differentiation between In Progress and Complete projects.  For In Progress projects, we factor in all projects that are less than or equal to 94% complete. For Completed projects, we factor in all projects that are greater or equal to 95% complete. Status Percent Complete Notes In Progress Less than or equal to 94% Projects in this percentage range are considered to be in progress. In Progress  (Not Started) 0% Projects with a 0% percent complete may actually be a null/blank variable because the system was unable to calculate an actual percentage when the CMiC budget and schedule has not been uploaded. If there is no schedule to reference, then there is no way to auto-calculate a percentage which then creates a null variable. If you are creating reports where some projects appear to be left out, it could be because the project has not started and there is no actual percentage (i.e., null/blank) listed. In Progress   (Not Financially Complete) 100% If the status is still in progress but shows a percentage of 100%, there may be some open financial commitments (e.g., subcontractor/client payment, warranty claim, etc) that is still underway. Complete Greater than or equal to 95% Projects in this percentage range are considered to be complete. This may include construction and/or financially completed project. Method 1: Project Advanced Search Click on the Quick Search box. Navigate down to the Advanced Search section and click on Projects. Important Note: Since Advanced Search does not allow for multi-selecting departments, please keep in mind the results only includes Regular and Main projects. Select the following parameters. Division/Office: select the applicable Division (e.g., Atlanta) Schedule Status: In Progres Percent Complete:> </span>