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:

  • 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.

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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.

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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.

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