Primavera Unifier: Reports and Dashboards

The Primavera Unifier: Reports and Dashboards Training course equips professionals with the knowledge to design, generate, and manage customised reports and dashboards. It focuses on using Primavera Unifier tools to enhance data visualisation, decision-making, and project management effectiveness.

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Online self paced
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Interactive Learning Materials

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Overview

The Primavera Unifier: Reports and Dashboards Training course is designed for professionals responsible for generating and managing customised reports and dashboards within Primavera Unifier. This course provides in-depth knowledge of the tools and techniques used to create effective visualisations that support project insights and decision-making.

Effective reporting and dashboards are critical for tracking project progress, analysing performance, and ensuring that key metrics align with organisational goals. This course covers key topics such as report design, dashboard configuration, data integration, and customisation, enabling learners to optimise the use of Primavera Unifier for advanced reporting.

This comprehensive 2-day training offered by MPES combines expert-led sessions, practical exercises, and real-world scenarios. Learners will gain the skills to design actionable reports, create tailored dashboards, and ensure the effective use of data to improve project management processes. Upon completion, learners will be equipped to implement best practices in reporting and data visualisation for enhanced project outcomes.

Course Objectives

Understand the principles and benefits of effective reporting and dashboards
Develop skills to design, generate, and customise reports in Primavera Unifier
Learn to create and configure tailored dashboards for project insights
Gain expertise in integrating data for comprehensive visualisations
Optimise Primavera Unifier tools to improve project decision-making

Upon completion, learners will have the knowledge and skills to leverage Primavera Unifier for advanced reporting and dashboard management, ensuring improved project tracking and organisational success.

Average completion time

2 Month

with unlimited support

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Course Includes

Course Details

Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.

Entry Requirements

Educational Background: Basic knowledge of project management principles is recommended.
Technical Proficiency: Familiarity with Primavera Unifier or similar project management tools will be helpful.
Interest in Reporting and Dashboards: Ideal for individuals keen on enhancing their data visualisation and reporting skills.

Learning Outcomes

Master Primavera Unifier Tools: Learn to create customised reports and dashboards.
Enhance Data Visualisation: Develop skills to transform raw data into actionable insights.
Optimise Reporting Processes: Gain expertise in automating and managing reporting workflows.
Improve Project Tracking: Leverage dashboards to monitor project metrics effectively.

Target Audience

The Primavera Unifier: Reports and Dashboards Training course is tailored for professionals aiming to enhance their reporting and data visualisation skills. It provides practical tools to design customised reports and dashboards, ensuring improved project insights and decision-making. Below are the individuals who will benefit from this course:

Project Managers
Business Analysts
Data Analysts
Reporting Specialists
Construction Managers
Portfolio Managers

Course content

Module 1: Navigation

What is Navigation?

Module 2: User-Defined Report Templates

What are User-Defined Report Templates?

Module 3: Tabular Reports

What are Tabular Reports?
Data Elements Tab
Query Tab
Report Layout
Shells Tab

Module 4: Cross Tab Reports

What are Cross Tab Reports?

Module 5: Alert Reports

What are Alert Reports?

Module 6: Copying and Editing Reports

How to Copying and Editing Reports?

Module 7: Embed Report Templates in Shell Template

How to Embed Report Templates in Shell Template?

Module 8: Updating Shells

How to Updating Shells?

Module 9: Scheduling User Defined Reports

How to Schedule User Defined Reports?

Module 10: Company Level Reports

What are Company Level Reports?

Module 11: Running Reports

Running Reports
Run UDRs at Company or Shell Level
Viewing Saved Results

Module 12: Configuring Alerts

How to Configure Alerts?

Module 13: Shell Dashboards

What are Shell Dashboards?

Module 14: Creating Data Cubes

How to Create Data Cubes?

Module 15: Create Dashboards from Data Cubes

How to Create Dashboards from Data Cubes?
Adding a Drilldown Block

Module 16: Updating Shell Dashboards

How to Update Shell Dashboards?

Module 17: Data Views

What are Data Views?
Examining Data Views
Data Views and UDRs

Module 18: Custom Reports

Custom Reports Permissions
Running Custom Reports

Module 19: System Reports

What are System Reports?

Module 20: Audit Report

What is an Audit Report?

Module 21: Custom Dashboards via Primavera Analysis

Launching Analytics from Shell Dashboards

MPES Support That Helps You Succeed

At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.

MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
Get expert guidance from tutors available online to assist with your studies.
Check your eligibility for exemptions with the relevant professional body before starting.
Our supportive team is here to offer study advice and support throughout your course.
Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.

Career Growth Stories

Discover how MPES Learning transforms careers with real success stories.

Arvy Pasanting

As a qualified accountant, studying at MPES has been a very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just excel at my current role as an auditor, but also inspired me to expand my horizons.

Arvy Pasanting

Audit Senior (incoming Reconciliations Manager)

David Ford

I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising both their “in class” and online learning opportunities that fit around the needs of my employer, I have found them to be consummate professionals delivering first class accounting courses with support always available.

David Ford

Accountant

Aaron Allcote

As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.

Aaron Allcote

Finance Officer

Bob Beaumont

I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.

Bob Beaumont

Senior Accountant

George Evans

The Financial Risk Management Course at MPES was invaluable in deepening my understanding of risk assessment and mitigation strategies. The hands-on learning approach allowed me to apply new concepts directly to my work. I highly recommend it for professionals in finance.

George Evans

Risk Manager

James Robinson

As a financial consultant, I am always seeking ways to enhance my expertise. The Investment Analysis Course at MPES exceeded my expectations, offering practical skills and knowledge that I can apply immediately in my consulting work. It's an outstanding choice for professionals in finance.

James Robinson

Financial Consultant

Laura Bennett

The Corporate Finance Course I attended at MPES was transformative. The depth of knowledge shared by the instructors and the relevance of the topics covered have directly impacted on our financial strategy. I strongly endorse this program for anyone in a leadership position in finance.

Laura Bennett

Chief Financial Officer

Emma Johnson

The Financial Modeling and Valuation Course at MPES was incredibly insightful. The practical applications and real-world examples helped solidify my understanding of complex concepts. I highly recommend this course to anyone looking to enhance their financial acumen.

Emma Johnson

Financial Analyst

Have Questions? We’ve Got You

If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.

Q. Do I need prior experience with Primavera Unifier to take this course?

While prior experience with Primavera Unifier is helpful, it is not mandatory. Basic knowledge of project management tools and concepts will ensure a smoother learning experience.

Q. What topics are covered in this course?

The course covers report design, dashboard configuration, data integration, customisation, and best practices for using Primavera Unifier’s reporting tools effectively.

Q. How is the course delivered?

The course includes expert-led sessions, practical exercises, and real-world applications to ensure hands-on experience with Primavera Unifier’s reporting and dashboard features.

Q. Who is this course suitable for?

This course is ideal for professionals responsible for project reporting, data analysis, or dashboard management, including project managers, business analysts, and IT professionals.

Q. Will I receive a certification upon completing this course?

Yes, upon completion, learners will receive a certification validating their expertise in Primavera Unifier’s reporting and dashboard tools, enhancing their professional credentials.

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