Primavera Unifier

Unifier Admin

Primavera Unifier: Administration Rel 17

This Primavera Unifier Administration training covers user/group administration and access control, administration levels and roles, and more. Learn best practices to create and use templates and shell administration.

This course is appropriate for Oracle Cloud deployments.

Learn To

The Primavera Unifier Adminstration training teaches you how to manage user and group access to company and project workspaces. It focuses on the core skills required for defining data and configuration of Unifier objects.

This course is appropriate for Oracle Cloud deployments.

Learn To:

  • Explore administration roles.
  • Understand company relationships.
  • Test designs built in uDesigner.

Benefits to You

When you walk away from this course, you will have developed a much deeper knowledge of how to leverage this Primavera solution to work for your business. Get hands-on training from expert Oracle University instructors.

Prerequisites

Audience

  • Administrator

Course Objectives

  • Assign and manage permissions
  • Manage shells
  • Use configuration packages
  • Manage users and groups
  • Configure business processes, shells and user mode navigator
  • Set up non-workflow and workflow business processes
  • Create single-instance and multiple-instance shells
  • Differentiate between administration levels and roles
  • Differentiate between administration levels and roles

Course Topics

Navigation

  • Exploring Landing Pages and Navigation Tabs
  • Describing Modes

Company Relationship Management

  • Defining Concepts of Company Relationships
  • Prerequisites for Partner Companies
  • Adding/Removing Partner Companies

Company User Administration

  • Methods for Adding Owner and Partner Company Users

Company Group Administration

  • Creating/Maintaining Groups
  • Assigning Users to Groups
  • Assigning Group Permissions

Company Permission Management

  • Permission Categories and Levels
  • Permission Sets

Business Process Configuration

  • Logs

Shell Manager Configuration

  • Shell Types

Shell Templates

  • Types of Templates
  • Assigning Permissions

Workflow Setup

  • Action Items
  • Transmittals Setup
  • Email Validation

Creating a Single Shell Instance

Creating Multiple-Shell Instances

Updating Shells

  • Updating Users
  • Updating Groups

Configuration Packages

  • Design and Development
  • Package Checklist
  • Error Check

Unifier Reports

Primavera Unifier Reports and Dashboards 17

This Primavera Unifier Reports and Dashboards training teaches you how to create reports and develop dashboards. You will configure dashboards and use native Unifier reporting tools to extract and display data. Also includes a section on configuring a dashboard block based on data from Primavera Analytics.

Learn To

This Primavera Unifier Reports and Dashboards training teaches you how to create reports and develop dashboards in the Primavera Unifier Reports and Dashboards solution. To perform data extraction and display, expert Oracle University instructors will also teach you how to configure these dashboards and use native Unifier reporting tools.

Learn To:

Create report templates. Update shell templates. Define permissions. Create data cubes and data views. Create dashboards. Create custom Business Intelligence Publisher reports using data views.

Day 1: Creating User-Defined Reports

This course begins with expert Oracle University instructors teaching you how to create userdefined report templates and update shell templates. The first day concludes with hands-on instruction to expand your skills so you can import, update and schedule user-defined reports.

Day 2: Viewing Dashboards & Creating Data Cubes

The second day of this course focuses on dashboards. You will view dashboards and then create data cubes, data views and dashboards through hands-on exercises. These exercises will reinforce your learning and help solidify your new skill set so you can apply it to your daily job. Also includes a discussion on using Primavera Analytics.

Prerequisites

Suggested Prerequisite

  • Primavera Unifier: Administration Rel 17 Ed 1
  • Primavera Unifier: uDesigner Fundamentals Rel 17 Ed 1

Audience

  • Administrator
  • Systems Administrator

Course Objectives

  • Create reports
  • Create templates Run user-defined reports
  • Define data cubes and data views
  • Configure dashboards
  • View system reports

Course Topics

Report Templates

  • Tabular Reports
  • Cross-Tab Reports
  • Alert Report Templates
  • Copying and Editing

Shell Templates

  • Embedding Report Templates
  • Assigning Report Permissions
  • Updating and Scheduling

Shell and Company Dashboards

  • Creating Dashboards Manually
  • Configuring the Dashboard

Data Views

  • Creating Data Views
  • Creating Data Cube Definitions
  • Data Views and User-Defined Reports

Primavera Analytics

  • Configure Unifier Objects to Map in Analytics Node
  • Build an Analytics Block in a Shell Dashboard

Unifier uDesigner

Primavera Unifier: uDesigner Fundamentals Rel 17

This Primavera Unifier uDesigner Fundamentals training enables you to design business processes, attribute forms and shells. Expert Oracle University instructors will help you to develop the knowledge and skills to make effective design decisions that will transform designs into a functioning user interface.

Learn To

This Primavera Unifier uDesigner Fundamentals training enables you to design and deploy business processes, attribute forms and shells. Expert Oracle University instructors will help you follow good design principles to develop Unifier data structures, statuses and forms. The course covers configuration of additional form and workflow behavior such as formulas, autopopulation, conditional routing and workflow actions via email. It shows how to efficiently reuse forms, utilize uDesigner versioning methods and define integration templates. The course provides an overview of common business process types, highlighting their unique features.

Learn To:

  • Follow good design practices.
  • Distinguish process types.
  • Create data structures, shells, business processes and attribute shells.
  • Add functionality to forms, such as consolidation of line items, validation, auto-population, and linked elements.
  • Use production bundles.

Day 1: Engage in Hands-on Exercises

The course begins with an overview of navigation and introduces design and development concepts. You will gain hands-on experience creating data structures and record statuses, and designing a shell and a user attributes form.

Day 2: Design Business Processes

Next, you will dive into designing and building commonly used examples of Simple and Line Item business process types. You will also learn how to re-use forms.

Day 3: Explore Workflows and Form Behavior

You will learn about additional workflow functionality such as conditional routing and enabling workflow actions via email. You will also learn about adding form and field behavior such as building formulas and validation, auto-publishing to Document Manager, auto-sequencing, autopopulation and line item consolidation.

Day 4: Integration and uDesigner Processes

You will learn about integration and uDesigner versioning. Finally, you will learn how to deploy completed designs and distinguish business process types.

Prerequisites

Required Prerequisite

  • Primavera Unifier: Administration Rel 17 Ed 1

Audience

  • Administrator
  • Systems Administrator

Course Objectives

  • Utilize uDesigner
  • Follow good design practices Learn business process types
  • Create data structures
  • Create shells
  • Create business processes
  • Attribute forms

Course Topics

Object Creation

  • Shells,
  • Business Processes
  • Creating Data Structures
  • Attribute Forms

Business Process Creation

  • Re-using Forms
  • Upper Form Templates
  • Simple-Type Business Process
  • Line Item Non-Workflow Business Process
  • Line Item Workflow Business Process

Workflow Functionality

  • Conditional Routing
  • Workflow Actions via Email

Form Functionality

  • Formulas
  • Validation
  • Consolidation
  • Auto Population
  • Linked Elements

uDesigner Processes

  • Integration
  • Versioning
  • Designs