Creating folder structure using CSV file in Primavera Unifier

With the help of import functionality present at Document Manager we can create folder structure in Unifier. To do this login into application, make sure you have access to Document Manager. Open company workspace. Click on Document Manger.


Click on File > Export > Structure and Properties


You will get a message from application, click on Yes.


A CSV file will get downloaded.

Open file using excel. If there is no existing folder or document present in document manager you will see following information in excel sheet.


Now, suppose you want to create a folder named “Contracts”. Then fill details in excel as shown in below image.

Row type will be F as folder needs to be created, I have provided name as Contract and description as Contract Folder.


Save the file in CSV format.

Open Unifier again, in same Document Manager page, click on File > Import > Structure and Properties.


File Upload pop up window will appear, fill details and select the edited CSV file.


If there is no error with CSV file you will get below message, click Yes.


Folder will get created.


Now let’s add sub-folder to this folder.

Again edit the same CSV file, add details of sub-folder as shown in below image.

Notice the ‘/Contract’ this will tell Unifier to create folders ‘Approved’ and ‘Pending’ under ‘Contract’ folder.


Save the file in CSV format, upload it in same way as we have uploaded first file.

Sub-folders will get created.


3 thoughts on “Creating folder structure using CSV file in Primavera Unifier

  1. I updated AD details in the Authentication tab using configurator
    Updated for ldap authentication
    Save the configurations and recreated the ear and redeployed the application and restart the application server
    I could bypass the Admin users but unable to login with my ldap credentials
    Unable to see any error or debug logs .
    Tried enabling the debug from log4j properties, but no use. Need help


    • There must be ldap server details in log file as well as user name, which was used to hit ldap server. Also check following things,
      1. Is port for ldap server is open at Unifier server, do telnet to check this
      2. Use adexplorer tool to test if principal user (authorized user) configured at unifier configuration is having access to ldap directory
      3. If #2 works search for principal user and copy its fully qualified name and paste same in Unifier configuration.
      4. Check if Unifier’s user (which you use to access application) is under same DN (Provider base in unifier) as principal user

      Feel free to drop me email at if you require further help.


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