Primavera Unifier: Reports and Dashboards Overview

Course syllabus

Who it’s for

What’s included

FAQs

Primavera Unifier: Reports and Dashboards Course Outline

Module 1: Navigation

  • What is Navigation?

Module 2: User-Defined Report Templates

  • What are 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 Copying and Editing Reports?

Module 7: Embed Report Templates in Shell Template

  • How to Embed Report Templates in Shell Template?

Module 8: Updating Shells

  • How to Updating 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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Who should attend this Primavera Unifier: Reports And Dashboards Course?

The Primavera Unifier: Reports and Dashboards Training Course is designed for project managers, data analysts, and professionals aiming to enhance their skills in creating and utilising reports and dashboards within the Primavera Unifier platform. This course is essential for individuals seeking to optimise data visualisation, analysis, and reporting for effective project management and decision-making. The following professionals can greatly benefit from attending this course:

  • Project Managers
  • Data Analysts
  • Portfolio Managers
  • Business Analysts
  • Systems Administrators
  • Program Managers
  • Project Planners
  • Database Administrators

Prerequisites of the Primavera Unifier: Reports And Dashboards Course

There are no formal prerequisites for this Primavera Unifier: Reports And Dashboards Training Course. However, familiarity with Project Management concepts can be beneficial for the delegates.

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?

Course Objectives 

  • To understand navigation and reporting features within Primavera Unifier 
  • To learn the creation and management of user-defined report templates (UDRs) 
  • To design, edit, and run tabular, cross tab, and alert reports effectively 
  • To embed and update report templates within shell templates and dashboards 
  • To configure and schedule user-defined reports for automation and efficiency 
  • To create and manage company-level reports for organisational insights 
  • To design interactive dashboards using data cubes and drilldown blocks 
  • To apply Primavera Analytics for building and managing custom dashboards 

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 Primavera Unifier: Reports And Dashboards Course?

  • World-Class Training Sessions from Experienced Instructors
  • Primavera Unifier: Reports And Dashboards Certificate
  • Digital Delegate Pack
Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.
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Train Your Workforce

Looking for Primavera Unifier: Reports and Dashboards in-house or onsite training in Hong Kong? We specialise in corporate group training and bulk bookings for organisations of all sizes in Hong Kong. Our trainers deliver tailored sessions at your premises, online, or hybrid, with best price guarantee, group discounts and flexible scheduling to train your team.

Our Hong Kong venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Hong Kong is an autonomous territory of the People’s Republic of China and can be located on the southern coast of China. Hong Kong has a population of around 7 million people. The education system in Hong Kong is mostly based around the English system and it is overseen by the Education Bureau and the Social Welfare Department. One of the earliest schools in Hong Kong was Li Ying College established in 1075. The education level begins with preschool education that is payable education, paid by pupil’s parents. The primary and secondary education is mandatory for every child in Hong Kong to attend from the age of 6 to 18. Higher education remains exclusive in Hong Kong and adult education is a growing sector in Hong Kong, with two non-profit school running evening courses. The University of Hong Kong was founded in 1911 and is the oldest tertiary (higher education) institution in Hong Kong and is organised into 10 academic faculties with English as the main language of instruction. The Education Bureau in Hong Kong also provides educational services for immigrant children from mainland China and other countries. Hong Kong also has 175 internal schools.

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Ways to take Primavera Unifier: Reports and Dashboards in Hong Kong

Online Instructor-Led Learning

Online Self-Paced Learning

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Primavera Unifier: Reports and Dashboards. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Live classes

Join a scheduled class with a live instructor and other delegates.

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Interactive

Engage in activities, and communicate with your trainer and peers.

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Global Pool of the Best Trainers

We handpick from a global pool of expert trainers for our Online Instructor-led courses.

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Expertise

With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

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Scalable Training Delivery

Access Primavera Unifier: Reports and Dashboards in Hong Kong delivered by one of the largest training providers, with scalable instructor-led classes, accessible worldwide.

Master Primavera Unifier: Reports and Dashboards with a flexible yet structured approach that combines live, expert-led sessions and self-paced study. With Weekly one-to-one tutor support and consistently high pass rates, you’ll receive tailored guidance and achieve real results.

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Structured Yet Flexible Learning

Take part in scheduled, instructor-led sessions with real-time feedback, while enjoying the freedom to study independently. Interactive resources and progress tracking tools help you stay motivated and on target.

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Engaging & Interactive Training

Join dynamic live sessions featuring discussions, practical activities, and peer collaboration. Learn from Primavera Unifier: Reports and Dashboards industry experts and reinforce your knowledge with self-paced modules—plus, connect with professionals in your field.

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Expert-Led Course

Gain valuable insight from experienced trainers during live sessions, and revisit course materials anytime to deepen your understanding. This method offers the ideal balance between expert guidance and independent learning.

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Global Training Accessibility

Access top-quality training across time zones—anytime, anywhere. Whether at home or on the go, our expert-led sessions and flexible study materials support your goals, and help you on the journey towards the certification.

Learn Primavera Unifier: Reports and Dashboards through The Knowledge Academy’s Online Self-Paced Learning. This flexible and structured format supports your training goals and enables every professional to build skills with confidence.

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Flexible Learning

Access Primavera Unifier: Reports and Dashboards resources 24/7 to maintain steady progress, complete regular assessments or tasks, and upskill effectively alongside work commitments.

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Expert-Developed Content

Our Online Course content is designed by experienced trainers to ensure accuracy, relevance, and practical value.

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Global Training Provider

Access Primavera Unifier: Reports and Dashboards in Hong Kong from a trusted global training provider delivering consistent learning to professionals worldwide.

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Cost-Effective Training

Benefit from the cost-effective Primavera Unifier: Reports and Dashboards that delivers high-quality course content without compromising learning outcomes.

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Interactive LMS

Track performance, download resources, and receive AI-enabled support through The Knowledge Academy’s dedicated Learning Management System.

Package deals for Primavera Unifier: Reports and Dashboards in Hong Kong

Our training experts have compiled a range of course packages on a variety of categories in Primavera Unifier: Reports and Dashboards, to boost your career. The packages consist of the best possible qualifications with Primavera Unifier: Reports and Dashboards, and allows you to purchase multiple courses at a discounted rate.

Primavera Training | Primavera Unifier: Reports And Dashboards Training in Hong Kong FAQs

What is Primavera Unifier?

Primavera Unifier is a project lifecycle management software by Oracle that integrates project planning, cost control, and resource management. It streamlines collaboration, enhances decision-making, and ensures efficient project execution through robust tracking and reporting tools.

What are the benefits of Primavera Unifier?

Primavera Unifier offers streamlined Project Management, improved collaboration, and real-time visibility into project data. It enhances cost control, ensures compliance with governance standards, and provides comprehensive reporting capabilities, making it ideal for complex project environments.

What are the features of Primavera?

Primavera features include advanced scheduling, resource allocation, cost management, risk analysis, and real-time reporting. It supports multi-project environments, integrates with third-party systems, and offers cloud-based functionality for enhanced flexibility and accessibility.

What will I learn during the Primavera Unifier: Reports and Dashboards Training course?

You will learn to design, customise, and manage reports and dashboards within Primavera Unifier. The course equips you with skills to extract insights, monitor project performance, and support informed decision-making in project environments.

What job opportunities will I get on completing Primavera Unifier Reports and Dashboards Training?

Completing the training can open roles such as Project Analyst, Primavera Consultant, or Reporting Specialist. Employers across construction, IT, and engineering industries value Primavera-certified professionals for their expertise in project tracking and reporting.

How can I register for the course?

To register for the course, visit The Knowledge Academy's website, navigate to the course page, and click on the registration button. Fill in the required details, select your preferred schedule, and complete the payment process.

How popular is the Primavera Unifier Reports and Dashboards Certification in Hong Kong?

The certification is highly regarded in Hong Kong for its relevance to project management and reporting roles. It is widely recognised by organisations seeking professionals skilled in Primavera’s project lifecycle management solutions.

What is the next step after completing Primavera Unifier Reports and Dashboards Training?

After completing the training, you can pursue advanced Primavera certifications or apply your knowledge to real-world projects, enhancing your career prospects in project management, cost control, and reporting.

Is it difficult to complete the Primavera Unifier Reports and Dashboards Course?

The course is structured for learners with a basic understanding of project management. With dedicated effort and support from experienced instructors at The Knowledge Academy, it is achievable and rewarding.

What topics are covered in Primavera Unifier Reports and Dashboards Training?

The course covers creating and managing reports, designing dashboards, customising report templates, leveraging data visualisations, project performance tracking, and best practices for optimising Primavera Unifier’s reporting and dashboard features.

What skills will I acquire in Completing Primavera Unifier Reports and Dashboards Course?

You will acquire skills in advanced reporting, dashboard creation, data analysis, and project performance monitoring. These capabilities will enable you to optimise project outcomes and provide actionable insights to stakeholders.

What is the cost/training fees for Primavera Unifier: Reports and Dashboards in Hong Kong?

The training fees for Primavera Unifier: Reports and Dashboards in Hong Kong starts from HKD24495

Which is the best training institute/provider of Primavera Unifier: Reports and Dashboards in Hong Kong?

The Knowledge Academy is one of the Leading global training provider for Primavera Unifier: Reports and Dashboards.

What are the best Primavera Training courses in Hong Kong?

Please see our Primavera Training courses available in Hong Kong

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