Primavera Unifier: Reports and Dashboards Course Overview

Primavera Unifier: Reports and Dashboards Course Overview

The Primavera Unifier: Reports and Dashboards course is a comprehensive program designed to empower learners with the necessary skills to create, manage, and distribute reports and dashboards within Primavera Unifier. This course covers a range of topics from basic navigation to advanced reporting techniques, including user-defined report templates, tabular reports, cross-tab reports, alert reports, and more.

Learners will become proficient in configuring and updating shell dashboards, creating data cubes, and running custom reports to effectively monitor project performance and make data-driven decisions. The hands-on activities throughout the course, such as signing into Unifier, navigating tabs and modes, creating report templates, and configuring alerts, ensure that participants gain practical experience.

By the end of the course, users will be adept at leveraging Primavera Analytics for custom dashboards, scheduling reports, and analyzing system and audit reports. The knowledge gained from this course will enable learners to enhance project management efficiency and deliver insightful reports that contribute to the success of their projects.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 16 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
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Classroom Training price is on request

  • Live Online Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To successfully undertake the Primavera Unifier: Reports and Dashboards course, students should possess the following minimum prerequisites:


  • Basic computer skills, including the ability to navigate the operating system and use a web browser.
  • Fundamental understanding of project management principles and practices.
  • An introductory knowledge of Primavera Unifier or completion of a basic Primavera Unifier course is recommended but not mandatory.
  • Familiarity with data management and reporting concepts.
  • Ability to understand and interpret business processes related to project management and capital planning.
  • Comfort with basic mathematical concepts to comprehend report data and analytics.

Please note that while these prerequisites are aimed at ensuring a smooth learning experience, our courses are designed to be accessible and informative for all learners, regardless of varying levels of prior expertise.


Target Audience for Primavera Unifier: Reports and Dashboards

The Primavera Unifier: Reports and Dashboards course is designed for professionals seeking expertise in advanced project management reporting.


  • Project Managers
  • Construction Managers
  • Project Controllers
  • Planning Engineers
  • Cost Engineers
  • Quantity Surveyors
  • Program Managers
  • Primavera Unifier Administrators
  • Business Analysts in construction or engineering sectors
  • IT Professionals tasked with implementing and maintaining project management tools
  • Data Analysts focusing on construction or project data
  • Management Consultants specializing in project management and analysis
  • Process Improvement Specialists in project-driven industries
  • Reporting Specialists who need to create custom reports and dashboards
  • Technical Support Staff for project management software
  • Construction IT Professionals
  • Capital Project Managers
  • Facility Managers
  • Asset Managers


Learning Objectives - What you will Learn in this Primavera Unifier: Reports and Dashboards?

Introduction to Primavera Unifier: Reports and Dashboards Course Learning Outcomes

This course equips learners with in-depth skills to create, manage, and customize reports and dashboards within Primavera Unifier for effective project management and data analysis.

Learning Objectives and Outcomes

  • Mastering the navigation within Primavera Unifier, including signing in, tab, and mode navigation to ensure efficient use of the platform.
  • Learning to create user-defined report templates (UDRs) to tailor reports to specific project needs.
  • Understanding the process of designing and generating tabular reports, including the selection of data elements, query definitions, and report layout customization.
  • Gaining expertise in creating cross tab reports for multi-dimensional data analysis that enhances decision-making.
  • Developing skills to create and manage alert reports that notify stakeholders about critical project milestones or issues.
  • Acquiring the ability to copy and edit existing reports, ensuring quick modifications and reuse of report templates.
  • Embedding report templates into shell templates to streamline report generation across various project shells.
  • Learning to update shells with user-defined reports, ensuring consistent and up-to-date reporting across projects.
  • Scheduling user-defined reports for automatic generation, saving time and improving report availability.
  • Managing company-level reports including adding, running, and viewing results to maintain oversight at the organizational level.
  • Configuring alerts to proactively manage project issues and ensure stakeholders are informed in real-time.
  • Creating and configuring shell dashboards for a visual representation of project data, improving the accessibility of key information.
  • Designing and utilizing data cubes for advanced data analysis, including permission assignment and customization.
  • Understanding how to create dashboards from data cubes, complete with custom and drilldown blocks for detailed data exploration.
  • Updating shell dashboards to reflect current data and analysis, ensuring stakeholders have access to relevant information.
  • Exploring data views, creating data cubes from data views, and generating UDRs based on data views for a comprehensive understanding of project metrics.
  • Configuring custom reports, assigning appropriate permissions, and running them to meet unique organizational requirements.
  • Leveraging system reports to understand system usage and optimize the Primavera Unifier environment for users.
  • Running audit reports to maintain compliance and oversight over changes within the Primavera Unifier system.
  • Creating custom dashboards via Primavera Analytics, including data mapping and configuring analytics blocks within shell dashboards.