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Primavera Training

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

Primavera P6 Professional Fundamentals Course Outline

The course covers the following topics:

  • Understanding P6 Data
  • Enterprise Project Structure
  • Creating a Project
  • Creating a Work Breakdown Structure
  • Adding Activities
  • Creating Relationships
  • Scheduling
  • Assigning Constraints
  • Using Reflection Projects
  • Formatting Schedule Data
  • Roles and Resources
  • Assigning Roles
  • Assigning Resources
  • Analysing Resources
  • Optimizing the Project Plan
  • Baselining the Project Plan
  • Project Execution and Control
  • Reporting Performance

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Who should attend this Primavera Training Course?

The course is intended for anybody who needs to use basic features of Primavera for project management. This could be project managers, business analysts, or any other type of end user.

Primavera P6 Professional Fundamentals Prerequisites

There are no required prerequisites, but it is suggested that you have basic knowledge of project management principles.

Primavera P6 Professional Fundamentals Course Overview

This Primavera P6 Professional Fundamentals course shows you how to use this powerful software program to manage the entire project lifecycle from end to end.

Designed for those who are new to using Primavera and will need to use it in a project management capacity, Primavera P6 Professional Fundamentals for Project Managers is a certification that demonstrates ability to use Primavera’s basic features for project management.

This 3-day classroom training course covers topics such as creating and scheduling, assigning resources, executing and controlling, and adding activities. It is divided into three sections: Creating a Project, Scheduling a Project, and Project Execution and Control.

Available for Primavera P6 v18.8

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What's included in this Primavera Training Course?

The following is included with this training course:

  • The Knowledge Academy's Primavera P6 Professional Fundamentals Manual
  • Completion Certificate
  • Experienced Instructor 
  • Refreshments 

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 Professional Advanced for Project Managers Course Outline

The course covers the following topics:

Managing Multiple Projects

  • Creating multiple projects
  • Setting default projects

Performing Earned Value Analysis

  • Calculating Costs
  • Tracking Performance

Resources and Roles

  • Using Resource Profile
  • Measuring Resource Usage

Allocating and Levelling Resources

  • Viewing Assignments
  • Editing Allocation
  • Choosing Levelling Options

Bucket Planning

  • Editing Buckets
  • Using Curves

Global Change

  • User Defined Fields
  • Using the Global Change Tool

Advanced Scheduling

  • Out-of-Sequence Activities
  • Calendar Effect on Lag
  • Using Multiple Float Paths

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Who should attend this Primavera Training Course?

The course is intended for anybody who needs to access advanced features of Primavera, including Project Managers, Business Analysts and anybody else whose role requires the knowledge and use of Primavera.

Primavera P6 Professional Advanced Prerequisites

There are no required prerequisites, but it is suggested that you have basic knowledge of Primavera and project management.

Primavera P6 Professional Advanced for Project Managers Course Overview

This Primavera P6 Professional Advanced course shows you how to get the most out of this powerful project management software solution. Designed for those with some existing knowledge of and experience with Primavera, Primavera P6 Professional Advanced for Project Managers is a certification that demonstrates confidence and proficiency in managing resources and the ability to simultaneously oversee multiple and complex Primavera Projects to maximise project productivity.

The 2-day classroom training covers topics such as value analysis, logic diagrams, bucket planning, and advanced scheduling. 

Available for Primavera P6 v18.8

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What’s included in this Primavera Training Course?

Our Primavera P6 Professional Advanced course includes:

  • The Knowledge Academy Primavera P6 Professional Advanced Manual
  • Experienced Primavera Instructor
  • Certificate
  • Refreshments​

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 Reporting with BI Publisher 11g Course Outline

This training course will explore the following subjects:

 

Module 1: Navigating and Viewing Reports

  • Accessing Account Preferences
  • Accessing the P6 Reports Section​

Module 2: Creating Reports Using Existing Data Models

  • Selecting a Data Model
  • Adding and Saving a Layout
  • Setting Output Formats

Module 3: Working with the P6 Extended Schema

  • Understanding the P6 Extended Schema
  • Using the Oracle SQL Developer Data Modeler

Module 4: Constructing New Data Models

  • Setting a Default Data Source
  • Adding a Data Set
  • Building a SQL Query
  • Adding a Layout and Viewing the Report
  • Adding a List of Values and a Parameter

Module 5: Customising Layouts

  • Using the Layout Editor
  • Customising Layouts Using BI Publisher

Module 6: Editing P6 Sample Reports

  • Viewing P6 Sample Reports
  • Editing P6 Sample Reports

Module 7: Using BI Publisher with P6 Analytics

  • Adding BI Publisher Reports to a Dashboard
  • Creating a Report Based on P6 Analytics Analyses

Module 8: Scheduling

  • Scheduling Reports in P6
  • Scheduling Reports in BI Publisher

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Prerequisites

There are no formal prerequisites to attend this Primavera P6 Reporting with BI Publisher 11g Training.

Audience

This Primavera P6 Reporting with BI Publisher 11g Training is ideal for anyone who wants to use BI Publisher to generate P6 reports. However, this will be more beneficial for:

  • Analysts
  • Developers
  • Managers
  • Report-Writers
  • Administrators

Primavera P6 Reporting with BI Publisher 11g Course Overview

Primavera P6 is a comprehensive and flexible add-on that can handle all of the reporting requirements. Reporting in Oracle P6 is a time-saving way to maintain control and oversee the project. Studying Primavera P6 Reporting with BI Publisher 11g Training course is beneficial for learners to design and create reports using BI publisher. It helps individuals to create data models or use existing models to build reports, and it assists organisations in creating highly formatted reports and documents. Having Primavera training skills in the profile will certainly help individuals to undertake a variety of tremendous job opportunities.

This 2-day Primavera P6 Reporting with BI Publisher 11g Training course provides delegates with the essential topics of P6 reporting. During this training, delegates will learn how to create a report based on P6 Analytics analyses. They will also learn about Editing P6 Sample Reports, adding and saving a layout, scheduling reports in BI Publisher, selecting a data model, and many more. Our highly professional trainer with years of experience in teaching Primavera courses will conduct this training course and help you get a complete understanding of this course. 

This training will cover various essential topics, such as:  

  • Setting output formats
  • Building a SQL query
  • Setting a default data source
  • Accessing the P6 reports section​
  • Adding a list of values and a parameter

After attending this Primavera P6 Reporting with BI Publisher 11g Training course, delegates will be able to create reports by using existing data models. They will also be able to work with the P6 extended schema.

If delegates want to acquire more knowledge about Primavera, then they can choose courses like Primavera P6 Professional Fundamentals, Primavera P6 Professional Advanced, Primavera P6 EPPM Fundamentals, Primavera P6 EPPM Advanced, and more from our Primavera Training section.

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What's included in this Primavera Training Course?

This training course includes:

  • The Knowledge Academy's Primavera P6 Reporting with BI Publisher 11g Manual 
  • Completion Certificate
  • Experienced Instructor
  • Refreshments

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 EPPM Fundamentals Course Outline

This training course will investigate the following topics:

Navigation

  • Primavera P6 Overview
  • Introduction to Primavera P6 EPPM
  • Logging in
  • Understanding the Views, Portals, and Layout

Enterprise Project Structure

  • Enterprise Project Structure (EPS) Overview
  • Understanding the Enterprise Project Structure

Project Creation

  • Project Creation Overview
  • Creating a New Project

The Work Breakdown Structure

  • Work Breakdown Structure (WBS) Overview
  • Defining a Work Breakdown Structure
  • Modifying the WBS

Adding Activities

  • Activities Overview
  • Describing an Activity and its Attributes
  • Adding Activities
  • Understanding Duration Types
  • Assigning Activity Codes

Relationships and Constraints

  • Relationships and Constraints Overview
  • Relationship Types
  • Creating Relationships
  • Scheduling the Project
  • Apply a Constraint to an Activity
  • Critical Path Method
  • Modifying the Project Duration

Formatting Project Data

  • Formatting Overview
  • Grouping
  • Sorting
  • Filtering

Roles & Resources

  • Resources and Roles
  • Describing Roles and Resources
  • Assigning Roles to an Activity
  • Assign Rates on Roles
  • Assigning Resources
  • Adjusting Budgeted Units/Time

Analysis

  • Analysis Overview
  • Analysing Schedule Dates
  • Shortening a Project Schedules
  • Analysing Resource Availability

Baselines

  • Baselines Overview
  • Creating a Baseline Plan

Project Execution

  • Project Execution Overview
  • Status Update Methods
  • Progressing Activity Status
  • Rescheduling the Project

Reporting

  • Reporting Overview
  • Describing Reporting Methods
  • Running Reports

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Who should attend this Primavera Training Course?

As this course teaches delegates the fundamentals of Primavera P6 EPPM, it is suitable for beginners with no previous experience of using this software.

Prerequisites

It is not required for candidates to have experience of working with Primavera P6 EPPM, however basic project management and scheduling knowledge would be useful. As such, previous experience with alternative project scheduling tools would be advantageous.

Primavera P6 EPPM Fundamentals Course Overview

Primavera P6 Enterprise Project Portfolio Management (EPPM) is a cloud-based project portfolio management (PPM) software tool, providing a web-based solution for managing any project regardless of size. The application adapts to differing levels of complexity across projects and provides scalability to the requirements of the different roles, functions, or skills available within the organisation and project team. By using Primavera P6 EPPM, organisations can significantly deliver high performance with efficient security, flexible integration, and real-time reporting and analytics.

This Primavera P6 EPPS Fundamentals training course is a classroom-based course that will provide delegates with the basic level of knowledge and skills required to use P6 EPPM and make full use of this PPM tool.

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What's included in this Primavera Training Course?

The following is included with this training course:

  • The Knowledge Academy's Primavera P6 EPPM Fundamentals Manual
  • Completion Certificate
  • Experienced Instructor
  • Refreshments

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 EPPM Advanced Course Outline

​This training course will explore the following areas:

 Module 1: Implementation of P6 EPPM

  • Principles of EPPM
  • Roles and Responsibilities
  • Goals and Objectives
  • Implementation
  • Needs Assessment
  • Communication

Module 2: Project Structures

  • Enterprise Project Structures (EPS)
  • Working with the EPS
  • Creating Projects
  • Calendars
  • Activity Types
  • Working with Activities
  • Adding Activities
  • Work Breakdown Structures (WBS)

Module 3: Relationships and Constraints

  • Creating Relationships
  • Relationship Types
  • Adding Relationships
  • Viewing Activity Relationships
  • Constraints

Module 4: Baselines

  • Baselining the Project Plan
  • Creating Baselines
  • Assigning Baselines
  • Copying Baselines
  • Updating Baselines

Module 5: Roles and Resources

  • Roles and Role Teams
  • Resources
  • Assigning Roles and Resources
  • High-Level Resource Planning
  • Future Period Bucket Planning

Module 6: Viewing Portfolio Performance

  • Earned Value Analysis
  • Updating Progress
  • Performance Thresholds

Module 7: Viewing and Analysis Portfolios

  • Creating Portfolios
  • Portfolio Scenarios
  • Portfolio Views (Scorecards, Bubble Charts, Pie Charts, Histograms)
  • Portfolio Analysis
  • Defining and Prioritising Business Drivers
  • AHP

Module 8: Managing Allocation

  • Resource Allocation (Resource Usage Profile, Resource Assignments)
  • Optimising the Project Plan
  • Capacity Planning

Module 9: Resource Levelling and Advanced Scheduling

  • Scheduling and Resource Management
  • Understanding Critical Path Analysis
  • Calculating a Schedule
  • Scheduling a Project and Schedule Options
  • Resource Smoothing and Levelling
  • Levelling Options and Priorities

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Who should attend this Primavera Training Course?

This training course is designed for Project Managers, Business Analysts, Primavera P6 End Users, Resource Managers, and Functional Implementers.

Prerequisites

Delegates should possess detailed knowledge of project management essentials, and should have completed the Primavera P6 EPPM Fundamentals training course.

Primavera P6 EPPM Advanced Course Overview

This Primavera P6 Enterprise Project Portfolio Management Advanced training course provides delegates with practical experience in the realm of Primavera P6 advanced resource management and project management. Primavera P6 refers to Primavera’s web-based project management application, hence delegates will possess much expertise in the program if they attend this training course.

The list below is a summary of what delegates will learn about during Primavera P6 EPPM Advanced:

  • Creating resource teams
  • Creating role teams
  • High-level resource planning
  • Directing resources
  • Observing and analysing portfolio performance
  • Evaluating return on investment
  • Capacity planning
  • Waterline analysis
  • Earned value analysis

Completing this Primavera training course will ensure delegates understand Primavera P6’s resource and portfolio functionality so that they can make better project management choices. 

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What's included in this Primavera Training Course?

This training course includes:

  • The Knowledge Academy's Primavera P6 EPPM Advanced Manual
  • Completion Certificate
  • Experienced Instructor 
  • Refreshments 

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Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Primavera P6 Dashboards and Reporting Course Outline

Module 1: What are Dashboards and Reporting in Primavera P6?

  • P6 Dashboard
  • Workspace
  • Workgroup
  • How to Create a Report?
  • Working with Reports
  • Scheduling Reports
  • Running Reports On-Demand
  • Viewing the Report Run History

Module 2: How to Create a P6 Dashboard?

  • Important Considerations
  • Create the Empty Dashboard
  • Review Selections
  • Change the Layout
  • Decide on Access to this Dashboard

Module 3: Managing your Dashboards

  • Differences between Workspace and Dashboard
  • P6 Performance Dashboard Portlets
  • Personal Information Dashboard Portlets
  • Resource Dashboard Portlets
  • Portfolio View Dashboard Portlets
  • Primavera Contract Management Dashboard Portlet
  • Project Performance Workspace Portlets
  • Project Related Workspace Portlets
  • Project Collaboration Workspace Portlets

Module 4: How to Create and Run Reports in Primavera P6?

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Prerequisites

In this Primavera P6 Dashboards and Reporting training, there are no formal prerequisites.

Audience

This Primavera P6 Dashboards and Reporting training course is ideal for anyone who wants to use Primavera EPPM to oversee projects. However, this training is also beneficial for:

  • Business Analysts
  • EPPM Implementers
  • EPPM Administrators

Primavera P6 Dashboards and Reporting Course Overview

Primavera P6 is a project and portfolio management program launched by Oracle. It is a powerful software program used to manage the entire project life cycle from start to end. P6 Dashboard is a group of portlets, and it is a page on the web navigation bar that sends summaries from multiple projects or portfolios. It allows the user to see the same information about one project in comparison to another. Primavera P6 enables the creation of reports. It is a tabular document that populates with user-defined data subjects used to inform stakeholders of schedule progress. Holding comprehensive knowledge and skills of working with Primavera P6 Dashboards and Reporting features can be beneficial for any individual's career enhancement and get a higher paying job profile.

The Knowledge Academy's Primavera P6 Dashboards and Reporting Training course is designed to train the delegates with the required knowledge to understand the concepts of Primavera P6 Dashboard and Reporting concepts. In this 1-day training course, delegates will learn how to work with reports, schedule reports, and run reports on-demand. Our highly experienced trainers will conduct this training and help you get the required knowledge to create reports and work with the dashboards in the Primavera P6.

This course will include the following essential topics:

  • P6 Dashboard
  • Workspace
  • Workgroup
  • Review selections
  • Change the layout

After attending this training, delegates will be able to create and run Reports in Primavera P6 effectively. They will also be able to design and build a dashboard for a specific business unit in your organisation and use this portlet to analyse project information for a particular project or project group.

If delegates want to gain more knowledge and skills to enhance efficiency and deliver projects faster to superior quality, then they can explore our wide range of Primavera Training courses such as Primavera P6 Professional Fundamentals, Primavera P6 Professional Advanced, Primavera P6 Application Administration, and many more.

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What's included in this Primavera Training Course

This training course includes:

  • The Knowledge Academy's Primavera P6 Dashboards and Reporting Manual
  • Completion Certificate
  • Experienced Instructor
  • Refreshments

Show moredown

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Primavera P6 EPPM Earned Value Management Fundamentals Course Outline

Module 1: Navigation

  • Primavera P6 Overview
  • Logging In
  • Dashboards, Portfolios, Projects and Resources Tabs
  • Project Workspaces
  • Navigating the Project Pages

Module 2: Earned Value Management Fundamentals

  • Purpose and Benefits of EVM Reporting
  • Importance of Baseline Change Control Processes
  • Control Accounts and Work Packages

Module 3: Setting up a P6 Project Schedule for EVM Reporting

  • Building the WBS for Earned Value Management
  • Creating Layouts for Earned Value Management
  • Using WBS Milestones for Objective Earned Value Management
  • Setting up Labor, Non-Labor and Material Resource

Module 4: Baselining the Project Ready for Earned Value Reporting

  • Creating a Baseline
  • Working with Baselines
  • Maintain and Assign Baselines Feature
  • Baseline and Variance Columns

Module 5: Project Structures

  • Enterprise Project Structure (EPS)
  • Modifying the EPS
  • Organisational Breakdown Structure (OBS)

Module 6: Project Creation

  • Project Calendars
  • Working with Calendars
  • Creating a New Project

Module 7: Managing Project Status

  • Data Date and Status Process Overview
  • Entering Actual Dates and Costs
  • Recalculating for an Updated Forecast

Module 8: Earned Value Reporting

  • Layouts to Produce Gantt Charts Reports with EV Metrics
  • P6 Professional Reports View to Export Data for Excel Reporting
  • Cumulative Time-Phased Reports to create S, P, and A S-Curve Charts

Module 9: Project Analysis

  • Overview of Analysis
  • Working with Check Schedule
  • Adjusting the Project Schedule
  • Analysing Resource Availability
  • Entering Issues

Module 10: Progressing the Project

  • Introduction to Project Execution
  • Status Update Methods
  • Using Progress Spotlight
  • Progressing Activity Status
  • Rescheduling the Project

Module 11: Reporting and Exporting

  • Printing and Print Preview
  • Publishing Activities
  • Export and Importing

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Who should attend Primavera Training Course?

This course is designed for individuals or corporations who would like to take their business to the next step within project management.

Prerequisites

There are no formal prerequisites for enrolling on this training course. However, for candidates to fully understand the content of the course it would be advantageous to have prior knowledge of Earned Value Management and its associated methodology. 

Primavera P6 EPPM Earned Value Management Fundamentals Course Overview

Primavera P6 is a project and portfolio management program launched by Oracle. It is a powerful software program used to manage the whole project life cycle from beginning to end. EPPM stands for Enterprise Project Portfolio Management. EVM (Earned Value Management) is used for cost and schedule control, which can be helpful in project forecasting. It is a project management method that helps to measure or monitor work finished on a project against the planned work. It is a robust and integrated solution used to prioritise, plan, manage, and execute projects, programs, and portfolios globally. Primavera P6 helps demonstrate confidence and proficiency in managing resources and simultaneously overseeing multiple and complex Projects and maximising its productivity. By holding the necessary competence in using Primavera P6, individuals can achieve a prominent job profile in their organisation and get more career advancement opportunities with a sizable paycheck.

In this 1-day Primavera P6 EPPM Earned Value Management Fundamentals training course, delegates will learn an overview of Primavera, the purpose and benefits of EVM reporting, navigating the project pages, and the importance of baseline change control processes. This training will provide delegates with an in-depth understanding of creating layouts and building the WBS for earned value management. This training course will cover how EVM can help an organisation monitor performance and reduce the risk of schedule and cost overruns.

The course will include the following essential topics:

  • Dashboards, portfolios, projects, and resources tabs
  • Project workspaces
  • Navigating the project pages
  • Enterprise Project Structure (EPS)
  • Entering actual dates and costs
  • Entering issues
  • Publishing activities

At the end of this training, delegates will be able to use cumulative time-phased reports to create S, P, and A S-curve charts for Earned Value Reporting. They will also be able to use Primavera software to create a new project, set up project structures, add activities, assign resources, adjust the project plan, schedule, and project calendar over-allocated resources.

If delegates want to gain more knowledge and skills to enhance efficiency and deliver projects on time, then they can explore our wide range of Primavera Training courses, including Primavera P6 Professional Fundamentals, Primavera P6 Professional Advanced, Primavera P6 Application Administration, and Primavera P6 EPPM Fundamentals.

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What's included in this Primavera Training Course?

The following is included with this training course:

  • The Knowledge Academy's Primavera P6 EPPM Earned Value Management Fundamentals Manual
  • Experienced Instructor
  • Certificate of Completion
  • Refreshments

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 Application Administration Course Outline

This training course will explore the following topics:

Managing the EPS

  • Elements of EPS
  • Benefits of EPS

Managing the OBS

  • Elements of the OBS
  • Configuring Users

Defining Resources and Roles

  • Specifying Rates for Roles
  • Setting Role Limits
  • Creating a Resource
  • Assigning Resource and Role Teams

Configuring Enterprise Data

  • Creating Financial Periods
  • Creating a Global Calendar
  • Creating User-Defined Fields

Managing User Access

  • Adding Users
  • Creating Security Profiles
  • Creating User Accounts
  • User Interface Views

Planning the Project

  • Creating Project Templates
  • Configuring Project Baselines

Scheduling Services

  • Publishing P6 Data
  • Creating Reporting Schedules

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Who should attend this Primavera Training Course?

This training course is designed for Project Managers, Functional Implementers, and Administrators.

Prerequisites

In order to attend this Primavera P6 Application Administration course, delegates should possess knowledge of Windows and project management principles. As well as this, delegates should have completed the Primavera P6 Fundamentals training course.

Primavera P6 Application Administration Course Overview

This 2 day Primavera training course will teach delegates how to construct enterprise data structures and organise settings to meet the requirements of business implementation. During this training course, delegates will acquire an understanding of the EPS and OBS, adding users, and security organisation.

Further objectives of this Primavera P6 Application Administration training course include:

  • Adding resources
  • Setting project data
  • Setting enterprise data
  • Directing reporting
  • Defining project defaults
  • Building EPS
  • Building OPS

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What's included in this Primavera Training Course?

This training course includes:

  • The Knowledge Academy's Primavera P6 Application Administration Manual
  • Experienced Instructor
  • Certificate of Completion
  • Refreshments

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Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

Primavera Unifier Administration 15 Course Outline

​Primavera Unifier Administration 15 will explore the following topics:

Navigation

  • Landing Pages and Navigation Tabs
  • Describing Modes

Company Relationship Management

  • Defining Concepts of Company Relationships
  • Prerequisites for Partner Companies
  • Adding/Removing Partner Companies

Company User Administration

  • How to Add Owner and Partner Company Users

Shell Manager Configuration

  • Shell Types and Functionality
  • Configuring Shells

Company Group Administration

  • Creating/Maintaining Groups
  • Assigning Users to Groups
  • Assigning Group Permissions

Business Process Configuration

  • Configuring Across Unifier Objects
  • Configuring Logs

Shell Administration

  • Creating/Editing a Single Shell Instance
  • Creating Multiple Shell Instances of a Shell Type

Workflow Setup

  • Creating Workflow Setup

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Who should attend this Primavera?

The course is aimed at those who will be in charge of administrating Primavera Unifier.

Prerequisites

There are no prerequisites to attend.

Primavera Unifier Administration 15 Course Overview

This 3-day Primavera course provides instruction on how to administer essential functions of Primavera Unifier. Through instructor-led training, you will learn how to manage access from users and groups to company and project workspaces. You will also learn the core skills required for defining data and configuration of Unifier objects.

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Who should attend this Primavera Training Course?

The following is included with this training course:

  • The Knowledge Academy's Primavera Unifier Administration 15 Manual
  • Experienced Instructor
  • Certificate of Completion
  • Refreshments

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Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

Primavera Unifier: uDesigner Fundamentals 15 Course Outline

This course will include the following topics:

Unifier Objects

  • Creating Objects
  • Creating Data Structures
  • Defining Data

Business Process

  • Business Process Creation
  • Re-using Forms
  • Line Item Non-Workflow Business Process
  • Upper Form Templates
  • Simple-Type Business Process
  • Text Type Business Process
  • Document Type Business Process

Workflow Functionality

  • Conditional Routing
  • Sub-Workflows

Form Functionality

  • Formulas
  • Validation
  • Consolidation
  • Reset

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Who should attend this Primavera Training Course?

This course is aimed towards Administrators and System Administrators who use Primavera Unifier and need to gain fundamentals skills in uDesigner.

Prerequisites 

There are no prerequisites, however we suggest that delegates possess Primavera Unifier experience and management skills.

Primavera Unifier: uDesigner Fundamentals 15 Course Overview

This course will teach individuals the essentials of uDesigner Fundamentals in Primavera Unifier. Interactive classroom-based training will cover designing business processes, creating data structures, attributing forms and shells, and distinguishing process types. Furthermore, delegates will gain skills to be able to make effective design decisions as well as transform designs into a functioning user interface.

After completing this course, you will be able to:

  • Have the skills to use uDesigner
  • Have the skills to trail design practices
  • Understand the difference between business process types
  • Generate key features

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What's included in this Primavera Training Course?

The following is included with this training course:

  • The Knowledge Academy's Primavera Unifier: uDesigner Fundamentals 15 Manual
  • Experienced Instructor
  • Certificate of Completion
  • Refreshments

Show moredown

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera Unifier: Reports and Dashboards Course Outline

​This training course will investigate the following topics:

 

Module 1: Navigation

  • What is Navigation?

Module 2: User-Defined Report Templates

  • What is User-Defined Report Templates?

Module 3: Tabular Reports

  • What are Tabular Reports?
  • Data Elements Tab
  • Query Tab
  • Report Layout
  • Shells Tab

Module 4: Cross Tab Reports

  • What are Cross Tab Reports?

Module 5: Alert Reports

  • What are Alert Reports?

Module 6: Copying and Editing Reports

  • How to Copy and Edit Reports?

Module 7: Embed Report Templates in Shell Template

  • How to Embed Report Templates in Shell Template?

Module 8: Updating Shells

  • How to Update Shells?

Module 9: Scheduling User Defined Reports

  • How to Schedule User Defined Reports?

Module 10: Company Level Reports

  • What are Company Level Reports?

Module 11: Running Reports

  • Running Reports
  • Run UDRs at Company or Shell Level
  • Viewing Saved Results  

Module 12: Configuring Alerts

  • How to Configure Alerts?

Module 13: Shell Dashboards

  • What are Shell Dashboards?

Module 14: Creating Data Cubes

  • How to Create Data Cubes?

Module 15: Create Dashboards from Data Cubes

  • How to Create Dashboards from Data Cubes?
  • Adding a Drilldown Block

Module 16: Updating Shell Dashboards

  • How to Update Shell Dashboards?

Module 17: Data Views

  • What are Data Views?
  • Examining Data Views
  • Data Views and UDRs

Module 18: Custom Reports

  • Custom Reports Permissions
  • Running Custom Reports

Module 19: System Reports

  • What are System Reports?

Module 20: Audit Report

  • What is an Audit Report?

Module 21: Custom Dashboards via Primavera Analysis

  • Launching Analytics from Shell Dashboards

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Prerequisites

There are no formal prerequisites to attend this Primavera Unifier: Reports and Dashboards Training course.

Audience

This Primavera Unifier: Reports and Dashboards Training course is ideal for anyone who wants to understand Primavera Unifier. However, it will be more beneficial for:

  • Administrators
  • System Administrators

Primavera Unifier: Reports and Dashboards Course Overview

Primavera Unifier is the widely renowned project lifecycle management system for cost controlling, project delivery, capital planning, and real estate management. It oversees all phases of a project, from planning to construction, operations and maintenance. Studying Primavera Unifier: Reports and Dashboards will help learners to enhance their skills of how to develop reports and develop dashboards. The web-based platform of Primavera Unifier optimises and integrates important business processes, data, and documents throughout the organisation. Having Primavera training skills in the profile will certainly help individuals to undertake a variety of tremendous job opportunities.

This 2-day Primavera Unifier: Reports and Dashboards Training course covers all the essential topics by which delegates will become fully familiar with the Primavera Unifier. During this training, they will learn how to embed report templates in the shell template. They will also learn about viewing saved results, examining data views, system reports, updating shells, running custom reports, and many more. Our highly professional trainer with years of experience in teaching Primavera courses will conduct this training course and will help you get a complete understanding of this course. 

  • Query tab
  • Shells tab
  • How to update shells?
  • Running reports
  • What are data views?
  • What is an audit report?

After attending this Primavera Unifier: Reports and Dashboards Training course, delegates will be able to launch analytics from shell dashboards. They will also be able to create dashboards from data cubes.

If delegates want to acquire more knowledge about Primavera, then they can choose courses like Primavera P6 Professional FundamentalsPrimavera P6 Professional AdvancedPrimavera P6 EPPM FundamentalsPrimavera P6 EPPM Advanced, and more from our Primavera Training section.  

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What's included in this Primavera Training Course?

The following is included with this training course:

  • The Knowledge Academy's Primavera Unifier: Reports and Dashboards Manual
  • Experienced Instructor
  • Certificate of Completion
  • Refreshments

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Not sure which course to choose?

Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on +32 80077519 or Enquire.

Package deals

Our training experts have compiled a range of course packages to compliment a variety of categories in order to help fast track your career. The packages consist of the best possible qualifications in each industry and allows you to purchase multiple courses at a discounted rate.

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Frequently asked questions

FAQ's

Primavera is an easy to use, high-performance project management software that facilitates large scale, complex projects. This project management system can deal with a limitless number of resources, unlimited number of target plans, and up to 10,000 activities. It was founded in 1983 and was acquired by Oracle in 2008.
No, our Primavera courses do not have any examinations, certification is achieved through attendance and participation of the courses.
Your instructor will be an experienced Primavera P6 user with experience of using it for project management in their career.
Yes, all of our candidates are offered support throughout their training, and after it has been completed.
The Knowledge Academy is the Leading global training provider in the world for Primavera Training.
The price for Primavera Training certification in Belgium starts from €.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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