Primavera Unifier: uDesigner Fundamentals Course Overview

Certainly! Below are the minimum required prerequisites for successfully undertaking the Primavera Unifier: uDesigner Fundamentals course:

• Basic understanding of project management principles and terminology.
• Fundamental knowledge of business processes and their role in project management and controls.
• Basic proficiency with computer systems and navigating software applications.
• Familiarity with web-based applications and common Internet usage.
• Ability to comprehend and interpret business requirements into system configurations.
• Some exposure to construction or project-based work environments is beneficial but not mandatory.

Please note that these prerequisites are designed to ensure that participants can fully engage with and benefit from the course content. No advanced technical skills are required, and the course is structured to guide learners through the fundamental aspects of Primavera Unifier's uDesigner.

Target Audience for Primavera Unifier: uDesigner Fundamentals

The Primavera Unifier: uDesigner Fundamentals course is tailored for professionals involved in project management and process design.

• Project Managers • Process Designers • Business Analysts • Construction Managers • IT Professionals working with project management software • Systems Administrators managing Primavera Unifier environments • Technical Consultants specializing in enterprise project portfolio management • Data Analysts involved with project data structuring • Civil Engineers and Architects requiring project tracking tools • Operations Managers overseeing project lifecycles • Quality Assurance Specialists ensuring compliance with project standards • Project Controllers and Cost Engineers managing budgets and forecasts • Document Control Professionals managing project documentation • ERP Specialists integrating project management solutions with enterprise systems

Learning Objectives - What you will Learn in this Primavera Unifier: uDesigner Fundamentals?

Introduction to Learning Outcomes

The Primavera Unifier: uDesigner Fundamentals course equips participants with essential skills to design, manage, and deploy Unifier data structures effectively and efficiently.

Learning Objectives and Outcomes

• Gain proficiency in navigating the Primavera Unifier environment, including signing in, tab and mode navigation.
• Understand key concepts in Unifier design, including permission assignments and data structures.
• Learn to create, edit, and manage basic data definitions and elements within Unifier.
• Master the creation of record statuses and understand how to sort and manage them.
• Acquire the skills to create and configure single-instance generic shells, detail forms, and standard logs.
• Define user attributes, logs, user integration, and user pickers for customized data management.
• Develop simple business processes, including upper form creation, block addition, and business process completion.
• Handle form templates, linking, updating, unlinking, and template deletion processes.
• Create line item business processes with workflows, manage item logs, and understand standard log utilization.
• Implement conditional routing in workflows, enhancing business process efficiency.
• Incorporate formulas for numeric, text, and date calculations in Unifier forms.
• Add validation rules to business processes to ensure data integrity and compliance.
• Configure auto-publish settings for data definitions, attachments, and records management.
• Define and manage email notification elements for improved communication workflows.
• Create and configure auto-sequence elements to automate data entry and consistency.
• Understand consolidation techniques to streamline data management and reporting.
• Utilize auto-population features for efficient data transfer and entry across different records.
• Create linked elements in shells and business processes for interconnected data structures.
• Add integration points to business processes for seamless data interchange with external systems.
• Manage versioning through snapshot saving and restoration to maintain data history and rollback capabilities.
• Deploy business processes, attribute forms, and shells, ensuring smooth transition from design to production.
• Engage in a comprehensive case study to apply learned skills in a practical scenario.
• Review and import business processes as XML and understand the nuances of different document types, cost types, and project/shell creation types.