Primavera Training | Primavera Unifier Administration 15 Training in Exeter

Primavera Unifier Administration 15 Course Outline

Module 1: Introduction

• Primavera Unifier Administration 15 Overview
• Featuresa

Module 2: Navigation

• Landing Pages and Navigation Tabs
• Describing Modes
• Bookmarks
  • Adding Bookmarks
  • Using Bookmarks
  • Organising and Managing Bookmarks

Module 3: Company Relationship Management

• Defining Concepts of Company Relationships
• Adding Partner Companies
• Removing Partner Companies

Module 4: Company User Administration

• Company User Administration Overview
• Add Owner Company Users
• Add Partner Company Users

Module 5: Shell Manager Configuration

• Shell Types and Functionality
• Configuring Shells
  • Creating Shell Manually
  • Creating Shell from Shell Template or Existing Shell
  • Creating Shell by Importing CSV File
  • Creating Shells using Shell Creation Business Process
  • Adding Member Company to Shell
  • Viewing Member Company Profile
  • Creating New Shell Group
  • Editing Group Information
  • Generating Access Information Report

Module 6: Company Group Administration

• Company Group Administration Overview
• Responsibilities of Company Administrator
• Creating and Maintaining Groups
  • Creating a New Group
  • Adding or Removing User Group Assignments in Bulk
  • Changing User Status in Bulk
  • Updating Multiple Users in The Users Log
• Assigning Users to Groups
  • Updating Multiple Users in The Users Log
  • Removing a User from a Group
• Assigning Group Permissions

Module 7: Business Process Configuration

• Business Process Configuration Overview
• Configuring Across Unifier Objects
  • Activity Sheet Permissions
  • Configuring Master Logs
  • Configuring Advanced Logs and Standard Logs

Module 8: Shell Administration

• Characteristics of Shell Administration
• Types of Shell Instances
  • Single Shell Instance
  • Multiple Shell Instance
• Creating and Editing a Single Shell Instance
• Creating Multiple Shell Instances of a Shell Type
• Shell Dashboards
  • Two Dashboard Types in Project Shells
  • Setting Shell Instance Dashboard Permissions
  • Creating a Dashboard in a Shell Template
  • Copying a Shell Dashboard
  • Modifying Shell Instance Dashboard Properties
  • Deleting a Shell Instance Dashboard
  • Finding a Shell Instance Dashboard
  • Setting User or Group Permission for a Shell Instance Dashboard

Module 9: Workflow Setup

• Creating Workflow Setup
  • Setting Up a Workflow Business Process
  • Setting Up Email Notification for a Workflow BP
  • Setting Up Auto-Creation of Workflow Business Process
  • Workflow Setup in General and Settings Tab
  • Overall Workflow Settings
  • Settings for Standard Workflow Steps

Who should attend this Primavera Unifier Administration 15 Course?

The Primavera Unifier Administration 15 Course is suitable for a diverse range of individuals who are interested in acquiring comprehensive knowledge and skills in the administration of the Primavera Unifier 15 software. This course can benefit a wide range of professionals, including:

• Project Managers
• Project Administrators
• System Administrators
• Construction Managers
• Engineering Professionals
• Real Estate Developers
• Facilities Managers
• Portfolio Managers

Prerequisites of the Primavera Unifier Administration 15 Course

There are no formal prerequisites for this Primavera Unifier Administration 15 Course.

Primavera Unifier Administration 15 Course Overview

Primavera Unifier Administration 15 Training is a comprehensive course designed to equip participants with the knowledge and skills required to effectively manage, configure, and administer Oracle’s Primavera Unifier platform. This training is important as it enables organisations to streamline project delivery, improve collaboration, and maintain full control over project workflows and data management processes. For organisations, the course ensures enhanced governance, efficient system administration, and better utilisation of Unifier’s capabilities to support strategic decision-making and operational transparency. For individuals, it provides hands-on experience in managing user access, configuring business processes, and customising workflows within the Unifier environment. From a career perspective, completing this training enhances the delegates’ professional profile, positioning them as proficient Unifier administrators capable of supporting enterprise-level project management solutions. 

During this course, delegates will learn how to configure company structures, manage user roles and permissions, and administer shells, dashboards, and business processes within Primavera Unifier. They will gain expertise in creating workflows, setting up automated processes, managing notifications, and maintaining data integrity across multiple projects. The training also covers advanced administrative functions such as configuring activity sheets, logs, and master templates, as well as integrating partner companies for collaborative project execution. By the end of the course, delegates will possess the skills required to ensure efficient Unifier operations, optimise system performance, and support the overall success of their organisation’s project management framework. 

Course Objectives 

• To understand the core features and administrative capabilities of Primavera Unifier 15 
• To navigate the Unifier interface efficiently using landing pages, tabs, and bookmarks 
• To manage company relationships, including adding and removing partner organisations 
• To administer company and partner users through role assignment and permissions management 
• To configure shell types and create shells manually, through templates, or using CSV imports 
• To manage company groups, user roles, and permissions for effective access control 
• To configure business processes across Unifier objects including activity sheets and logs 
• To administer and customise shells, dashboards, and permissions for project visibility 
• To set up and configure workflows for automated business processes and approvals 
• To manage notifications, auto-creation settings, and workflow performance monitoring 
• To apply best practices for Unifier configuration, data consistency, and system scalability 
• To develop administrative proficiency for maintaining efficient Unifier environments 

This 2-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.

What’s included in this Primavera Unifier Administration 15 Course?

• World-Class Training Sessions from Experienced Instructors
• Primavera Unifier Administration 15 Certificate
• Digital Delegate Pack