Primavera Training | Primavera Unifier Administration 15 Training in Albuquerque

Primavera Unifier Administration 15 Course Outline

Module 1: Introduction

• Primavera Unifier Administration 15 Overview
• Features

Module 2: Navigation

• Landing Pages and Navigation Tabs
• Describing Modes
• Bookmarks
  • Adding Bookmarks
  • Using Bookmarks
  • Organizing 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 Training Course in Albuquerque 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 is a comprehensive course in Albuquerque that introduces delegates to the intricacies of Primavera Unifier, providing a holistic understanding of its functions and applications. In today's Project Management landscape, mastering Primavera Unifier is essential for professionals involved in project planning and execution.

To navigate the complexities of modern Project Management, it is crucial to understand Primavera Unifier. This course in Albuquerque is particularly beneficial for Project Managers, administrators, and professionals involved in construction and engineering projects, empowering them to efficiently utilize Primavera Unifier's features.

In the 1-day training in Albuquerque provided by the Knowledge Academy, delegates will delve into the practical aspects of Primavera Unifier Administration 15. Through hands-on exercises and guided tutorials, delegates will gain proficiency in configuring project settings, managing user access, and leveraging the full spectrum of functionalities offered by Primavera Unifier.

Course Objectives

• To comprehend the fundamental concepts of Primavera Unifier Administration 15
• To explore the various modules and functionalities within Primavera Unifier
• To learn how to configure project settings and user access
• To understand the integration of Primavera Unifier with other Project Management tools
• To gain proficiency in creating and managing project data within the platform
• To explore best practices for optimizing project workflows using Primavera Unifier

Upon completion of this course in Albuquerque, delegates will possess the skills needed to effectively administer Primavera Unifier, enhancing their Project Management capabilities. They will be able to streamline processes, optimize resource utilization, and contribute to the overall success of their projects.

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