Primavera Unifier: uDesigner Fundamentals

Duration : 4 Days (32 Hours)

Primavera Unifier: uDesigner Fundamentals Course Overview:

The Primavera Unifier: uDesigner Fundamentals certification attests to an individual’s competence in designing, configuring, and aiding business processes within Oracle’s Primavera Unifier software. This certification underscores a profound grasp of core concepts and essential knowledge of this potent project lifecycle management solution. Industries utilize it to validate professionals’ adeptness in skillfully utilizing Primavera Unifier’s attributes, encompassing cost control, document management, and scheduling functionalities, to ensure streamlined and efficient project workflows. Consequently, this certification holds significant esteem within industries where effective project management is pivotal, such as construction, engineering, and information technology.

Intended Audience:

• Project managers and operational executives in construction, real estate and facilities management industries
• IT professionals involved in organizational system design
• Individuals keen on learning uDesigner
• Teams responsible for system configuration, data setup and business process automation
• Professionals seeking Primavera Unifier certification
• Engineers, architects, and consultants managing capital projects.

Learning Objectives of Primavera Unifier: uDesigner Fundamentals:

The learning objectives of the Primavera Unifier: uDesigner Fundamentals course are meticulously designed to provide students with a comprehensive skill set in utilizing the uDesigner tool for building and managing unified business processes. By the course’s completion, participants will have attained the following key proficiencies:

  1. Basic Design Tools and Techniques: Participants will develop a thorough understanding of the fundamental design tools, techniques, and best practices essential for creating effective unified business processes.
  2. Data Elements and Forms Creation: Through practical exercises, participants will learn to create data elements and forms within the Unifier environment, facilitating efficient data management.
  3. Workflow Automation: Participants will acquire the skills to automate workflows, streamlining processes and improving efficiency within business operations.
  4. Reports and Shells Design: The course will teach participants how to design reports and shells, enabling them to present data and information in a structured and visually appealing manner.
  5. Interface Design: Participants will learn to design user interfaces, enhancing user experience and interaction with the Unifier system.
  6. Customization for Business Needs: The primary focus of the course is to empower participants with the ability to effectively manipulate the uDesigner tool to tailor processes and interfaces to specific business requirements.
  7. Building, Prototyping, Testing, and Deployment: Through hands-on training, participants will gain the skills to confidently build, prototype, test, and deploy business processes using Primavera Unifier’s uDesigner.

Upon successful completion of the course, participants will be well-equipped to utilize the uDesigner tool proficiently, enabling them to build and manage unified business processes tailored to their organization’s specific needs. This expertise will empower them to contribute effectively to process optimization, improved data management, and enhanced user experiences within the Primavera Unifier environment.

 Module 1: Navigation

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

 Module 2: Concepts

  • Concepts: Summary
  • Activity 2-1: Assigning Design Permissions

 Module 3: Structures

  • Structures: Summary
  • Activity 3-1: Creating Basic Data Definitions
  • Activity 3-2: Creating Data Elements
  • Activity 3-3: Editing Existing Data Elements

 Module 4: Statuses

  • Statuses: Summary
  • Activity 4-1: Creating Record Statuses
  • Activity 4-2: Sorting Record Status Order

 Module 5: Shells

  • Shells: Summary
  • Activity 5-1: Creating Single-Instance Generic Shell
  • Activity 5-2: Adding Blocks to a Detail Form
  • Activity 5-3: Adding Data Elements to Detail Form Blocks
  • Activity 5-4: Defining the Standard Log
  • Activity 5-5: Running the Error Check

 Module 6: Form

  • Form: Summary
  • Activity 6-1: Defining User Attributes Forms
  • Activity 6-2: Defining User Logs
  • Activity 6-3: Defining Company Users Integration
  • Activity 6-4: Defining the User Picker

 Module 7: Creation

  • Creation: Summary
  • Activity 7-1: Creating a Simple Business Process
  • Activity 7-2: Creating the Upper Form
  • Activity 7-3: Adding Blocks to the Upper Form
  • Activity 7-4: Adding Data Elements to the Upper Form
  • Activity 7-5: Completing a Business Process

 Module 8: Forms

  • Forms: Summary
  • Activity 8-1: Creating an Upper Form Template
  • Activity 8-2: Linking Upper Form Templates to a Form
  • Activity 8-3: Updating Forms
  • Activity 8-4: Unlinking and Deleting Templates

 Module 9: Process

  • Process: Summary
  • Activity 9-1: Creating a Line Item Business Process
  • Activity 9-2: Creating the Upper Form
  • Activity 9-3: Adding Data Elements in Upper Form Blocks
  • Activity 9-4: Using the Detail Form
  • Activity 9-5: Using Item Logs
  • Activity 9-6: Using the Standard Log

 Module 10: Process

  • Process: Summary
  • Activity 10-1: Creating Line Item Statuses
  • Activity 10-2: Creating Line Item Business Process with Workflow
  • Activity 10-3: Using Upper Forms
  • Activity 10-4: Building the Detail Form
  • Activity 10-5: Using Item Logs
  • Activity 10-6: Workflow Diagrams
  • Activity 10-7: Designing the Standard Log

 Module 11: Case Study – Part 1

  • Case Study – Part 1

 Module 12: Routing

  • Routing: Summary
  • Activity 12-1: Adding Conditional Routing to a Workflow

 Module 13: Formulas

  • Formulas: Summary
  • Activity 13-1: Adding a Numeric Calculation to a Form
  • Activity 13-2: Adding a Text Calculation to a Form
  • Activity 13-3: Adding Date Calculations to a Form

 Module 14: Validation

  • Validation: Summary
  • Activity 14-1: Adding Validation to a Business Process

 Module 15: Manager

  • Manager: Summary
  • Activity 15-1: Creating Auto-Publish Data Definitions and Data Elements
  • Activity 15-2: Defining Auto-Publish for Attachments
  • Activity 15-3: Defining Auto-Publish for Records

 Module 16: Email

  • Email: Summary
  • Activity 16-1: Defining Email Notification Elements

 Module 17: Sequencing

  • Sequencing: Summary
  • Activity 17-1: Creating and Configuring an Auto-sequence Element

 Module 18: Consolidation

  • Consolidation: Summary
  • Activity 18-1: Defining Consolidation

 Module 19: Population

  • Population: Summary
  • Activity 19-1: Auto-Populate from Single-Record BPs
  • Activity 19-2: Auto-Populate from DM Attribute Form to a Document-Type BP
  • Activity 19-3: Auto-Populate Using Constant Values

 Module 20: Elements

  • Elements: Summary
  • Activity 20-1: Creating Linked Elements in Shells
  • Activity 20-2: Creating Linked Elements in BPs

 Module 21: Integration

  • Integration: Summary
  • Activity 21-1: Adding Integration to a Business Process

 Module 22: Versioning

  • Versioning: Summary
  • Activity 22-1: Saving a Snapshot
  • Activity 22-2: Using Restoration

 Module 23: Designs

  • Designs: Summary
  • Activity 23-1: Deploying Business Processes
  • Activity 23-2: Deploying Attribute Forms
  • Activity 23-3: Deploying Shells

 Module 24: Case Study – Part 2

  • Case Study – Part 2

 Module 25: Types

  • Types: Summary
  • Activity 25-1: Importing Business Processes as XML
  • Activity 25-2: Reviewing Document Type
  • Activity 25-3: Reviewing Text Type
  • Activity 25-4: Reviewing Cost Type
  • Activity 25-5: Reviewing RFB Type Step
  • Activity 25-6: Reviewing Project/Shell Creation Type

Primavera Unifier: uDesigner Fundamentals Course Prerequisites:

• Familiarity with project management concepts
• Basic knowledge of Oracle Primavera Unifier Software
• Understanding of business processes
• Capability to map business requirements to functional requirements
• Experience with system configuration or system implementation is preferred
• Prior training or understanding in Information Technology or related fields.

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Training Exclusives

This course comes with following benefits:

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

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