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.
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.
