primavera Unifier
Unifier Administration Training
| Prerequisites | Working knowledge of Unifier end-user functionality |
| Accreditation | 19.5 Informal Learning Units |
| Targeted Roles | Project Managers, IT Administrators |
| Version | 17 (January 2020) |
Description
The Primavera Unifier Administration training in an in-depth course that covers user and group administration and access control, administration levels and roles, and much more. Learn best practices to create and use templates and shell administration. This course focuses on the core skills required for defining data and configuration of Unifier objects.
By the end of this course, learners will be able to:
- Review login and navigation
- Discuss administrative roles
- Define company relationships
- Manage owner/partner users, groups and permissions
- View data structure setup
- Configure business processes, shells and User Mode Navigator
- And much more!
topics covered
- Navigation
- Administration Overview
- Company Relationship Management
- Company User Administration
- Company Group Administration
- Company Permissions Management
- Data Structure Setup
- Design and Development Cycle
- Business Process Configuration
- Shell Manager Configuration
- User Mode Navigator Configuration
- Company-Level Non-Workflow BP Setup
- Shell Templates
- Business Process Setup in Shell Templates
- Workflow Setup
- Business Process Setup - Conditional Routing
- Folder Structure Template
- Embedding Templates
- Copying Shell Templates
- Creating a Single-Shell Instance
- Creating Multiple-Shell Instances
- Updating Shells
- Configuration Package Management
- Case Study - Routing Meeting Minutes
