Primavera Unifier: Administration

Duration : 4 Days (32 Hours)

Primavera Unifier: Administration Course Overview:

The Primavera Unifier: Administration certification is a recognized validation showcasing a candidate’s adeptness in administering and overseeing the Oracle Primavera Unifier application. This application offers tools for project lifecycle management, budget control, document handling, and other functions. Industries leverage this certification to discern individuals capable of configuring business processes, overseeing workflows, security, and user roles within a Unifier framework. The certification underscores the holder’s competence, amplifying their professional standing and desirability to prospective employers, notably in project-driven sectors like construction and engineering.

Intended Audience:

  • Business administrators seeking to learn project management software.
  • Individuals aiming for a career in project management.
  • Project managers aiming to improve their portfolio management skills.
  • Construction industry professionals seeking digital solutions for project management.
  • IT professionals responsible for software implementation and maintenance.

Learning Objectives of Primavera Unifier: Administration:

The learning objectives of the Primavera Unifier: Administration course are thoughtfully designed to empower students with a comprehensive understanding of effectively managing the Primavera Unifier system within their organization. By the course’s completion, participants will have achieved the following key proficiencies:

  1. Unifier Functionality and Configuration: Participants will acquire a deep understanding of Primavera Unifier’s functionality and configuration options, enabling them to tailor the system to their organization’s needs.
  2. Business Process Creation: Through practical training, participants will learn to create company-specific business processes, ensuring alignment with organizational requirements.
  3. User and Rights Management: Participants will master the management of users and user rights within Primavera Unifier, ensuring controlled and secure access to the system.
  4. Workflow and Form Design: The course will teach participants how to design workflows and forms, optimizing the user experience and streamlining processes.
  5. Data Structure Configuration: Participants will gain insights into configuring the data structure within Primavera Unifier, facilitating efficient data management and retrieval.
  6. Reporting Capabilities: Through hands-on exercises, participants will develop proficiency in utilizing Primavera Unifier’s reporting capabilities to extract meaningful insights.
  7. Complete Business Process Lifecycle: Participants will understand the complete lifecycle of a business process within Primavera Unifier, from initiation to completion.
  8. Data Integration and Document Management: The course will cover data integration and document management aspects, enhancing participants’ ability to manage and leverage data effectively.
  9. Application Shell Setting: Participants will learn to configure the application shell settings, contributing to a customized and tailored user experience.

Upon completion of the course, participants will possess the skills and knowledge needed to proficiently customize, maintain, and utilize Primavera Unifier, harnessing its full potential for enhanced organizational efficiency. This expertise will empower them to effectively manage workflows, data, user access, and reporting within the system, contributing significantly to streamlined processes and improved outcomes.

 Module 1: Navigation

  • Navigation: Summary
  • Activity 1-1: Signing in to Unifier
  • Activity 1-2: Tab and Mode Navigation

 Module 2: Administration Overview

  • Administration Overview

 Module 3: Company Relationship Management

  • Company Relationship Management: Summary
  • Activity 3-1: Creating Partner Companies

 Module 4: Company User Administration

  • Company User Administration: Summary
  • Activity 4-1: Creating a New User Manually
  • Activity 4-2: Entering User Information – General Tab
  • Activity 4-3: Entering User Information – Security Tab
  • Activity 4-4: Entering User Information – Groups Tab
  • Activity 4-5: Entering User Information – Permissions Tab
  • Activity 4-6: Viewing User Information – Projects/Shells and Programs Tabs
  • Activity 4-7: Entering User Information – Proxy Tab
  • Activity 4-8: Adding Company Users – CSV File Import
  • Activity 4-9: Creating Partner Users

 Module 5: Company Group Administration

  • Company Group Administration: Summary
  • Activity 5-1: Creating Company-level Groups

 Module 6: Company Permissions Management

  • Company Permissions Management: Summary
  • Activity 6-1: Assigning Permissions to Groups
  • Activity 6-2: Assigning Permissions to Users
  • Activity 6-3: Assigning Permissions via Access Control
  • Activity 6-4: Viewing the Access Information Report

 Module 7: Data Structure Setup

  • Data Structure Setup: Summary
  • Activity 7-1: Viewing System Modules
  • Activity 7-2: Viewing Data Elements
  • Activity 7-3: Adding Data Definition Values
  • Activity 7-4: Downloading Resource Files
  • Activity 7-5: Importing/Exporting Values
  • Activity 7-6: Adding Values to Multi-Select Input
  • Activity 7-7: Viewing Text Type Data Definitions
  • Activity 7-8: Exporting Data Definitions
  • Activity 7-9: Accessing ER Views

 Module 8: Design and Development Cycle

  • Design and Development Cycle

 Module 9: Business Process Configuration

  • Business Process Configuration: Summary
  • Activity 9-1: Configuring Business Processes

 Module 10: Shell Manager Configuration

  • Shell Manager Configuration: Summary
  • Activity 10-1: Configuring Shells

 Module 11: User Mode Navigator Configuration

  • User Mode Navigator Configuration: Summary
  • Activity 11-1: Configuring User Mode Navigator
  • Activity 11-2: Deploying User Mode Navigator
  • Activity 11-3: Restoring System Default

 Module 12: Company-Level Non-Workflow BP Setup

  • Company-Level Non-Workflow BP Setup: Summary
  • Activity 12-1: Loading the Vendors and Suppliers BP
  • Activity 12-2: Setting Up Vendors and Suppliers BP

 Module 13: Shell Templates

  • Shell Templates: Summary
  • Activity 13-1: Assigning Shell Permissions
  • Activity 13-1: Assigning Shell Permissions
  • Activity 13-3: Adding Member Companies
  • Activity 13-4: Removing Member Companies
  • Activity 13-5: Adding Users to Shell Template
  • Activity 13-6: Creating Shell Template Groups

 Module 14: Business Process Setup in Shell Templates

  • Business Process Setup in Shell Templates: Summary
  • Activity 14-1: Assigning Setup Permissions
  • Activity 14-2: Loading Business Processes
  • Activity 14-3: Action Items – General Setup

 Module 15: Workflow Setup

  • Workflow Setup: Summary
  • Activity 15-1: Action Items Creation Step
  • Activity 15-2: Action Items Response Step
  • Activity 15-3: Action Items Review Step
  • Activity 15-4: Action Items End Step
  • Activity 15-5: Transmittals Setup
  • Activity 15-6: Project Meeting Minutes General Setup
  • Activity 15-7: Project Meeting Minutes Workflow Setu

 Module 16: Business Process Setup – Conditional Routing

  • Business Process Setup – Conditional Routing: Summary
  • Activity 16-1: Setting Up the RFIs BP

 Module 17: Folder Structure Template

  • Folder Structure Template: Summary
  • Activity 17-1: Creating a Folder Structure Template

 Module 18: Embedding Templates

  • Embedding Templates: Summary
  • Activity 18-1: Embedding the Folder Structure Template
  • Activity 18-2: Setting Folder Properties and Options
  • Activity 18-3: Assigning Folder Permissions

 Module 19: Copying Shell Templates

  • Copying Shell Templates: Summary
  • Activity 19-1: Copying the Facilities Template

 Module 20: Creating a Single-Shell Instance

  • Creating a Single-Shell Instance: Summary
  • Activity 20-1: Creating a Single-Shell Instance
  • Activity 20-2: Editing a Single-Shell Instance

 Module 21: Creating Multiple-Shell Instances

  • Creating Multiple-Shell Instances: Summary
  • Activity 21-1: Creating Multiple-Shell Instance
  • Activity 21-2: Viewing Shells in User Mode

 Module 22: Updating Shells

  • Updating Shells: Summar
  • Activity 22-1: Pushing a Group to All Shells
  • Activity 22-2: Pushing a User to All Shells
  • Activity 22-3: Updating Access Control to Shells

 Module 23: Configuration Package Management

  • Configuration Package Management: Summary
  • Activity 23-1: Creating a Component List

 Module 24: Case Study – Routing Meeting Minutes

  • Case Study – Routing Meeting Minutes

Primavera Unifier: Administration Course Prerequisites:

  • Basic understanding of project management concepts.
  • Familiarity with the Primavera Unifier software interface.
  • Practical experience with project management tasks in Primavera Unifier.
  • Knowledge of Unifier’s cost management and document management features.
  • Familiarity with data structures and business processes in Unifier.

Discover the perfect fit for your learning journey

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Live Online

  • Convenience
  • Cost-effective
  • Self-paced learning
  • Scalability


  • Interaction and collaboration
  • Networking opportunities
  • Real-time feedback
  • Personal attention


  • Familiar environment
  • Confidentiality
  • Team building
  • Immediate application

Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Certified Trainers.
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

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