Primavera Unifier: Reports and Dashboards Overview

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 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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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 utilizing reports and dashboards within the Primavera Unifier platform. This course is essential for individuals seeking to optimize data visualization, 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 stands as a cornerstone in the realm of Project Management, offering a robust platform that integrates critical elements such as cost control, document management, and collaboration tools. This course in the United States serves as a gateway to understanding the intricacies of the software, providing delegates with a profound comprehension of its functionalities and a broader perspective on its relevance in modern Project Management landscapes.

This Primavera Unifier Course in the United States is paramount for professionals in Project Management, construction, and engineering, as it serves as a pivotal tool in ensuring project success. For Project Managers, a profound understanding of Primavera Unifier enables more effective planning, monitoring, and control, ensuring projects are delivered on time and within budget.

This 1-day training in the United States by The Knowledge Academy is tailored to provide delegates with practical skills in uDesigner, the key customization component of Primavera Unifier. Delegates delve into the process of creating and customizing forms, allowing them to tailor the system to their project's unique needs.

Course Objectives:

  • To understand the core concepts of Primavera Unifier uDesigner.
  • To learn the process of creating and customizing forms.
  • To explore the configuration of workflows within Primavera Unifier.
  • To comprehend data structures and relationships in uDesigner.
  • To gain proficiency in managing user access and permissions.
  • To practice real-world scenarios through hands-on exercises.

Upon completion of this course in the United States, delegates will emerge with a heightened proficiency in Primavera Unifier's uDesigner, empowering them to streamline project processes, enhance collaboration, and contribute significantly to the success of their projects.

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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

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Why choose us

Ways to take this course

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.

Unlock your potential with The Knowledge Academy's Primavera Unifier: Reports and Dashboards, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

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The training fees for certification in the United States starts from $2295
The Knowledge Academy is the Leading global training provider for .
Please see our courses available in the United States
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