Primavera Unifier: Administration Rel 17 Course Overview

To ensure that participants are prepared to effectively engage with the Primavera Unifier: Administration Rel 17 course content and gain the maximum benefit from their training experience, the following minimum prerequisites are recommended:

• Basic understanding of project management principles and terminology.
• Familiarity with general database concepts and data management practices.
• Experience with using web browsers and navigating web-based applications.
• Basic proficiency with computer systems and software applications.
• Some exposure to or experience with construction management, facilities management, or real estate project management is beneficial but not mandatory.
• No advanced technical skills are required, but users should be comfortable working with technology and learning new software tools.

By meeting these prerequisites, students will be better positioned to absorb the course material and apply it to their professional roles in administering Primavera Unifier effectively.

Target Audience for Primavera Unifier: Administration Rel 17

The Primavera Unifier: Administration Rel 17 course is designed for professionals managing project lifecycle processes and documentation.

• Project Managers
• Construction Managers
• Project Controllers
• Primavera Unifier Administrators
• IT Professionals in the construction industry
• Project Schedulers
• Document Controllers
• Cost Engineers
• Configuration Managers
• Business Analysts specializing in project management tools
• Technical Support staff for project management software
• Process Improvement Specialists within construction or engineering firms
• Data Analysts with a focus on project data management

Learning Objectives - What you will Learn in this Primavera Unifier: Administration Rel 17?

Introduction to Course Learning Outcomes and Concepts:

In the Primavera Unifier: Administration Rel 17 course, learners will gain comprehensive skills in configuration, company relationships, and business process management within the Primavera Unifier platform.

Learning Objectives and Outcomes:

• Master navigation through Unifier's interface, including landing pages and various navigation tabs, to efficiently access different modules and data.
• Understand the concepts and management of company relationships within Unifier, including setting up prerequisites for partner companies and managing these relationships.
• Learn the methods for adding users from both owner and partner companies, ensuring appropriate access and collaboration.
• Acquire the ability to create and maintain user groups, assign users to these groups, and manage group permissions for streamlined project collaboration.
• Grasp the various permission categories and levels within Unifier, and learn to create and assign permission sets to users and groups.
• Develop skills in configuring business processes by utilizing logs and other Unifier functionalities to track and manage project activities.
• Gain knowledge in managing Shell configurations, including understanding shell types and the setup of shell templates for project consistency.
• Learn the setup and management of workflows within Unifier, including action items, transmittals, and email validation to ensure proper communication and documentation flow.
• Understand the process of creating single and multiple-shell instances, and learn to update shells with user and group information as projects evolve.
• Develop expertise in creating and deploying configuration packages, ensuring a high level of quality control through design, development, checklist creation, and error checking.