What is Primavera Unifier Administration 15?

Primavera Unifier Administration 15 is a comprehensive platform for managing project controls, workflows, and data configurations. This 2-day course equips delegates with essential skills to administer Primavera Unifier effectively, enabling organisations to streamline processes and enhance project efficiency. Delegates will gain expertise in managing user access, group configurations, and workspace permissions, ensuring secure and efficient operations. The training highlights the platform's role in optimising project performance and enabling seamless collaboration across teams. 

Proficiency in Primavera Unifier Administration is vital for professionals managing complex project environments where control, collaboration, and data security are critical. This course is ideal for project administrators, IT managers, and project control professionals looking to improve their ability to configure and manage Unifier objects, define data structures, and maintain secure access to workspaces. Mastery of Unifier Administration ensures smoother project execution and optimised resource management. 

Oakwood International's 2-day Primavera Unifier Administration 15 course provides instructor-led, hands-on training in administering Unifier’s key functionalities. Delegates will learn to manage user and group access, configure company and project workspaces, and define data and Unifier object settings. This practical training equips delegates with the knowledge and confidence to administer Primavera Unifier effectively, enabling them to support their organisation’s project management needs and drive operational excellence. 

 

Course Objectives 

 

  • To understand the foundational principles of Primavera Unifier Administration. 

  • To learn how to manage user and group access to company and project workspaces. 

  • To configure and administer Unifier objects effectively. 

  • To define data structures and maintain their integrity. 

  • To optimise workflows and permissions for seamless project execution. 

  • To ensure secure and efficient management of project controls. 

  • To support collaboration through properly configured workspaces. 

  • To gain practical skills for managing Unifier's administration settings. 

Upon completing this course, delegates will possess the skills to administer Primavera Unifier confidently. They will be able to manage user access, configure data and objects, and optimise project controls, enhancing their organisation’s project efficiency and security. 

Course Outline

Primavera Unifier Administration 15

Module 1: Introduction 

  • Primavera Unifier Administration 15 Overview 

  • Features 
     

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 

Included

Included

  • No course includes are available.

Offered In This Course:

  • vedio Video Content
  • elearning eLearning Materials
  • exam Study Resources
  • certificate Completion Certificate
  • study Tutor Support
  • workbook Interactive Quizzes
Individual Training

Individual Training fosters personal growth, enhances professional skills, and builds confidence.

Get a Quote rightblue-arrow
Corporate Training

Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.

Learning Options

Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.

Online Instructor-Led Training

  • Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.

Online Self-Paced Training

  • Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.

Build your future with Oakwood International

We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.

Frequently Asked Questions

Q. Who should take the Primavera Unifier Administration 15 course?

This course is ideal for project administrators, IT managers, and project control professionals looking to enhance their skills in configuring, managing, and optimising Primavera Unifier for efficient project execution.

Q. What are the prerequisites for this course?

There are no formal prerequisites. However, basic knowledge of project management processes and familiarity with Primavera Unifier is beneficial for better understanding the course content. 

Q. How long is the Primavera Unifier Administration 15 course?

This is a 2-day course offering detailed, instructor-led training on administering key functions of Primavera Unifier, including user access, data structures, and Unifier object configuration.

Q. What skills will I gain from this course?

Delegates will learn to manage user access, configure workspaces, define data structures, administer Unifier objects, and optimise workflows, enabling secure and efficient project management. 

Q. How does this certification benefit my career?

This certification validates your expertise in Primavera Unifier Administration, enhancing your credentials and making you an asset for roles in project control, IT management, and project administration. 

Didn’t Find What You’re Looking For?