Primavera Unifier Administration 15

• Educational Background: A basic understanding of project management principles and practices is recommended. 

• Technical Proficiency: Familiarity with Primavera systems or similar project management software is beneficial. 

• Interest in System Administration: Ideal for professionals aiming to enhance their skills in managing and configuring project management systems. 

• Master Primavera Unifier Administration: Gain comprehensive knowledge of Unifier’s administrative functionalities. 

• Configure and Manage Systems: Learn to set up and optimise Unifier systems for organisational needs. 

• Streamline Workflows: Develop skills in creating workflows and automating processes for efficiency. 

• Control User Access and Data: Manage user permissions and configure data for secure and organised project management. 

The Primavera Unifier Administration 15 course is tailored for professionals seeking to enhance their expertise in Primavera Unifier system administration. It equips learners with advanced skills to optimise Unifier systems, ensuring seamless and efficient project management operations. Below are the individuals who will benefit from this course:

• System Administrators
• Project Managers
• IT Professionals supporting Primavera systems
• Portfolio Managers
• Operations Managers
• Project Coordinators 

Module 1: Introduction

• Primavera Unifier Administration 15 Overview
• Features

Module 2: Navigation

• Landing Pages and Navigation Tabs
• Describing Modes
• Bookmarks
  • Adding Bookmarks
  • Using Bookmarks
  • Organising and Managing Bookmarks

Module 3: Company Relationship Management

• Defining Concepts of Company Relationships
• Adding Partner Companies
• Removing Partner Companies

Module 4: Company User Administration

• Company User Administration Overview
• Add Owner Company Users
• Add Partner Company Users

Module 5: Shell Manager Configuration

• Shell Types and Functionality
• Configuring Shells
  • Creating Shell Manually
  • Creating Shell from Shell Template or Existing Shell
  • Creating Shell by Importing CSV File
  • Creating Shells using Shell Creation Business Process
  • Adding Member Company to Shell
  • Viewing Member Company Profile
  • Creating New Shell Group
  • Editing Group Information
  • Generating Access Information Report

Module 6: Company Group Administration

• Company Group Administration Overview
• Responsibilities of Company Administrator
• Creating and Maintaining Groups
  • Creating a New Group
  • Adding or Removing User Group Assignments in Bulk
  • Changing User Status in Bulk
  • Updating Multiple Users in The Users Log
• Assigning Users to Groups
  • Updating Multiple Users in The Users Log
  • Removing a User from a Group
• Assigning Group Permissions

Module 7: Business Process Configuration

• Business Process Configuration Overview
• Configuring Across Unifier Objects
  • Activity Sheet Permissions
  • Configuring Master Logs
  • Configuring Advanced Logs and Standard Logs

Module 8: Shell Administration

• Characteristics of Shell Administration
• Types of Shell Instances
  • Single Shell Instance
  • Multiple Shell Instance
• Creating and Editing a Single Shell Instance
• Creating Multiple Shell Instances of a Shell Type
• Shell Dashboards
  • Two Dashboard Types in Project Shells
  • Setting Shell Instance Dashboard Permissions
  • Creating a Dashboard in a Shell Template
  • Copying a Shell Dashboard
  • Modifying Shell Instance Dashboard Properties
  • Deleting a Shell Instance Dashboard
  • Finding a Shell Instance Dashboard
  • Setting User or Group Permission for a Shell Instance Dashboard

Module 9: Workflow Setup

• Creating Workflow Setup
  • Setting Up a Workflow Business Process
  • Setting Up Email Notification for a Workflow BP
  • Setting Up Auto-Creation of Workflow Business Process
  • Workflow Setup in General and Settings Tab
  • Overall Workflow Settings
  • Settings for Standard Workflow Steps