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:
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Video Content
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eLearning Materials
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Study Resources
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Completion Certificate
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Tutor Support
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Interactive Quizzes
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
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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.