What is Primavera Unifier: Reports and Dashboards?
Primavera Unifier is a renowned project lifecycle management platform for cost control, project delivery, capital planning, and real estate management. It oversees every phase of a project, from planning to maintenance, while integrating vital business processes, data, and documents. The Primavera Unifier: Reports and Dashboards Training enables delegates to develop advanced reporting and dashboard skills, optimising project management efficiency and decision-making. Mastering these skills is crucial for organisations aiming to streamline processes and improve performance.
Proficiency in Primavera Unifier reporting and dashboards is essential for professionals managing complex projects. These skills allow individuals to analyse data effectively, create insightful reports, and support strategic decision-making. This course is ideal for project managers, analysts, and administrators looking to enhance their data visualisation expertise and elevate their career opportunities. With organisations increasingly relying on data-driven insights, mastering Primavera Unifier provides a competitive edge in the project management field.
Oakwood International’s 2-day Primavera Unifier: Reports and Dashboards Training equips delegates with the skills to create custom dashboards and generate reports. Delegates will learn to embed report templates, view saved results, update shells, and utilise data views effectively. With guidance from experienced trainers, this hands-on course ensures a comprehensive understanding of the platform, empowering delegates to optimise workflows, improve analytics, and contribute to successful project outcomes.
Course Objectives
To understand the functionalities of Primavera Unifier reports and dashboards.
To develop and embed report templates within shell templates.
To learn how to update shells and use the shells tab effectively.
To explore and utilise data views for enhanced reporting.
To run and customise reports tailored to project requirements.
To examine and interpret system and audit reports.
To launch analytics from shell dashboards efficiently.
To create dashboards using data cubes for better visualisation.
Upon completing this course, delegates will gain proficiency in creating custom reports and dashboards using Primavera Unifier. They will confidently manage data views, update shells, and use analytics tools to optimise project management, enhancing their professional value.
Course Outline
Primavera Unifier: Reports and Dashboards
Module 1: Navigation
What is Navigation?
Module 2: User-Defined Report Templates
What is 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 Editing 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
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
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: Reports and Dashboards course?
This course is ideal for project managers, analysts, and administrators seeking to enhance their skills in creating reports, dashboards, and data visualisations using Primavera Unifier.
Q. What are the prerequisites for this training?
There are no formal prerequisites. However, familiarity with Primavera Unifier or project management principles will help delegates better understand the course material and its applications.
Q. How long is the Primavera Unifier: Reports and Dashboards course?
This is a 2-day instructor-led course designed to provide comprehensive training on creating reports, custom dashboards, and advanced data views in Primavera Unifier.
Q. What skills will I gain from this course?
Delegates will learn to develop report templates, update shells, create dashboards from data cubes, manage data views, and run customised and system reports effectively.
Q. How does this certification benefit my career?
This certification enhances your data analysis and reporting skills, enabling you to optimise project workflows and make data-driven decisions, making you an asset in project management and data visualisation roles.