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Primavera Unifier: uDesigner Fundamentals Training

Oracle Primavera Unifier
uDesigner Fundamentals training

Prerequisites Oracle Unifier Administration Course
Accreditation 26 Informal Learning Units
Targeted Roles Administrator
Version 17 (January 2020)

The Oracle Unifier uDesigner Fundamentals training enables you to design and deploy business processes and attribute forms and shells. You will learn design principles to develop Unifier data structures, statuses, and forms. The course covers configuration of additional form and workflow behavior such as formulas, auto-population, conditional routing, and workflow actions via email. It shows how to efficiently reuse forms, utilize uDesigner versioning methods, and define integration templates. The course provides an overview of common business process types, highlighting their unique features. Upon completion of the course you will receive a certificate from Emerald Associates.

topics covered

  • Navigation
  • Concepts
  • Structures
  • Statuses
  • Shells
  • Form
  • Creation
  • Forms
  • Process
  • Case Study Part 1
  • Routing
  • Formulas
  • Validation
  • Manager
  • Email
  • Sequencing
  • Consolidation
  • Population
  • Elements
  • Integration
  • Versioning
  • Designs
  • Case Study Part 2
  • Types

FAQ

What is the relationship between Unifier and Skire?

Oracle Primavera Unifier and Skire are actually the same product. Skire was the original name of the software before it was acquired by Oracle and rebranded as Oracle Primavera Unifier.

Is this course available online?

Online delivery is our primary format for this course. We can provide in-class training if there is enough demand. Please fill out the RFI below if you are interested.

RFI

Primavera Unifier: Unifier Administration Training

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

Primavera P6 and Safran Risk Training Reviews

p6 and safran risk Training Reviews

With over 25 years of experience implementing, integrating and training on all things Primavera and Risk, it would be hard to find the caliber of expertise Emerald Associates brings to the training table. Emerald Associates is not the only provider of Oracle Certified Primavera training, but we do set ourselves apart from the competition in many ways. Instead of telling you ourselves, we thought it best to let our trainees share what they felt about us.

in depth knowledge of P6

in depth knowledge of P6

The instructor, Valerie, was great, and she had an in depth knowledge of P6. She was very polite and patient in answering any question we may have during training.

- Bharat Bodawala, Primavera P6 Basic Training, April 2025
easy to move through the material

easy to move through the material

The setup of the training database made things easy to move through the material. Thank you Valerie - you were great.

- Attendee of Primavera P6 Basic Training, April 2025
Very happy with the training

Very happy with the training

Very happy with the training - thank you Valerie! The instructor offering "office hours" to the students both before and after the class was excellent!

- Joel Garnica, Primavera P6 Basic Training, April 2025
Ian was an excellent instructor

Ian was an excellent instructor

Ian was an excellent instructor, with the patience of a saint. The course is appropriate for an introductory course.

- Student from Safran Risk Internal Training for Oil & Gas Company Headquartered in Houston, February 2025
Glad I was apart of basic and advanced classes

Glad I was apart of basic and advanced classes

Great over experience with both Shannon and Sue. Thanks for all your hard work. Great asset in Sue as a instructor with her knowledge and the form in which she explains topics. Glad I was apart of the basic and advanced classes.

- Primavera Advanced Training Attendee, February 2025
All of it was fantastic

All of it was fantastic

Mary Lynn is an excellent instructor. I'm glad that I could do a 2nd course with her, and have others on my team join in for their first with Emerald. All of it was fantastic and topics were transferable to our project. We did spend some extra time at the end going over P6 integration which is crucial for our team.

- Richard Gustafson, Safran Risk Analysis Training, February 2025
I'll be able to navigate through P6 quickly even as a new user

I'll be able to navigate through P6 quickly even as a new user

Being so new to P6 and construction scheduling in general, I really appreciated that you took the time to break down Project Management and the EPS/OBS structure, the icons, and every little tab and window. Overall, I thought the course was great. I learned a ton and feel like I'll be able to navigate through P6 quickly even as a new user. Val was a great presenter and I thoroughly enjoyed the course. Thank you!

- Attendee of Primavera P6 Basic Training, January 2025
Hands-on experience with the various applications within the software

Hands-on experience with the various applications within the software

Mary Lynn was a great instructor. I liked the way that Mary Lynn took us through the content in a practical example that were in the manual which allowed us to have a hands-on experience with the various applications within the software.

- Jo Kirby, Safran Risk Analysis Training, November 2024
Knowledgeable and Professional

Knowledgeable and Professional

Val is knowledgeable and professional. Thanks for the training Valerie - I'll be sure to connect with you with any basic questions as I begin by P6 Journey. Furthermore, I'm interested to take the advanced course once I get my bearings on the basic functionality and increase my confidence on the tool.

- Attendee of Primavera P6 Basic Training, October 2024
The instructors were very knowledgeable and extremely helpful

The instructors were very knowledgeable and extremely helpful

Great course!! Highly recommend this course to those desiring an in depth knowledge in risk analysis! The instructors were very knowledgeable and extremely helpful in guiding participants through the various hands-on exercises developed for the class.

- Sharon Termon, Safran Risk Analysis Training, October 2024
Great Course

Great Course

Great course. Val was very intelligent and informative.

- Kurt Potter, Primavera P6 Basic Training, September 2024
I enjoyed the online setting of this class

I enjoyed the online setting of this class

I enjoyed the online setting of this class. Each day I attended from home, which made the experience much more relaxed, and allowed me to focus on the lectures without the usual distractions of an office or school setting. I found the topics pertaining to activities within the WBS to be enlightening, as I have prior experience with SAP and I now understand how the data I input was implemented on the next steps of the project planning process.

- Quinton Matthews, Primavera P6 Basic Training, July 2024
Easy to follow along and retain information

Easy to follow along and retain information

I typically struggle to pay attention to online courses like this, but the hands-on experience while Mary Lynn was speaking made it easier to follow along and retain information.

- Attendee at Internal Turnaround Training Course for a Canadian/American Petrochemical Company, June 2024
Incredibly well done course

Incredibly well done course

I was genuinely really impressed with the course - it was incredibly well done. [I was] really impressed with the pace and layout of the class. The teacher was excellent, engaging and knowledgeful! I really enjoyed seeing the manual calculations for float. It was something that I had never seen broken down in that way, and it was helpful for deeper understanding.

- Nicole Anderson, Primavera P6 Basic Training, July 2024
Training was very engaging

Training was very engaging

Primavera training I've received in the past is often very dry and boring. This was the first time I've received Primavera training that was engaging and not boring.

- Michael Scott, Primavera P6 Advanced Internal Training for a French Multinational Tech Company, May 2024
A great experience with Mary Lynn

A great experience with Mary Lynn

Mary Lynn was very lovely. Very attentive and very knowledgeable of the program's ins and outs. [She was] very helpful with any issues or any problems you ran into while doing the course. She always made sure everyone was ahead and wasn't falling behind, and gave extra time to people that were having issues.

- Hayden Gamelin, Primavera P6 Basic Internal Training for a Canadian/American Petrochemical Company, May 2024
Instructor was very helpful

Instructor was very helpful

The instructor was very helpful and dealt with everyone individually if they were having issues. [The course] was pretty thorough and efficient. I look forward to participating in an advanced training course.

- Attendee of Primavera P6 Basic Internal Training Course for a Canadian/American Petrochemical Company, May 2024
Fantastic presenter

Fantastic presenter

Mary Lynn is a fantastic presenter - very knowledgeable and patient.

- Michael Hughes, Primavera P6 Basic Internal Training for a Canadian/American petrochemical company, May 2024
Mary Lynn was great

Mary Lynn was great

Mary Lynn was great! Very knowledgeable on the software, and seemed to have an answer for every question that always cleared up any confusion very quickly.

- Attendee of Primavera P6 Basic Internal Training Course for a Canadian/American Petrochemical Company, May 2024
This 5-day course was very helpful to get me into P6

This 5-day course was very helpful to get me into P6

All of the topics helped me to navigate and familiarize getting into P6 software. I enjoyed the case studies at the end of every section for practice. Both [instructors] are well informed and helped us to easily navigate P6. We could easily ask questions if we had any.

- Abegail Cunan, Primavera P6 Basic Training, April 2024
I really enjoyed the workshops

I really enjoyed the workshops

This was a great course, thanks for taking the time to put it together. I really enjoyed the workshops, so that we could try what we learned ourselves. I'd never used P6 before... but then when doing the solo workshops, I found myself able to complete them with ease, and am now much more confident in my ability to use the program.

- Antonia Zupu, Primavera P6 Basic Training, March 2024
Great course materials

Great course materials

Great course materials and a very knowledgeable instructor! I was able to overcome technical challenges in real-time.

- Safran Risk Training Attendee, May 2024
Excellent course, would definitely recommend

Excellent course, would definitely recommend

I thought the course was perfect. I learned a lot and I appreciate the detail of the training guide as well, since this is how I learn best.

- Daniel Borst, Safran Risk Training, March 2024
I can't speak highly enough of Mary Lynn as a presenter

I can't speak highly enough of Mary Lynn as a presenter

I can't speak highly enough of Mary Lynn as a presenter. The transition from topic to topic was good, and everything flowed from one topic to the next.

Scott Devlin, Primavera P6 Basic Internal Training for a Canadian/American Petrochemical Company, May 2024
Great course with the outcome I had hoped for

Great course with the outcome I had hoped for

Mary Lynn was great. Answered all questions and kept the pace perfectly. It was a great course with the outcome I had hoped for - I'm feeling much more confident in trying the things I don't get a chance to use everyday.

- Melissa Scarlett, Primavera P6 Advanced Training, February 2024
Fantastic trainer

Fantastic trainer

Sue is a fantastic trainer - knowledgeable, and full of energy and enthusiasm. There is a lot of material to cover but she makes it look easy, and takes the time to answer questions.

- Primavera P6 Basic Training Attendee, February 2024
Trainer was very engaging and supportive

Trainer was very engaging and supportive

The flow was very helpful to understand the full scope and capacity of P6. I enjoyed the case studies, as it made me think more and navigate around by myself trying to find all the useful tools and buttons on my own. Thanks to Sue. She was very engaging and supportive; always took the time to help if we missed a step.

- Primavera P6 Basic Training Attendee, February 2024
Definitely exceeded expectations

Definitely exceeded expectations

Definitely exceeded expectations. The instructor was very knowledgeable, and kind enough to share her experience in the industry and its relation to P6

- Tomas Basanta, Primavera P6 Basic Training, March 2024
Went from zero knowledge to feeling confident using the program

Went from zero knowledge to feeling confident using the program

Thank you so much Sue for providing clear and well paced instruction. Thank you for being patient and answering all our questions. Great instruction.

- Primavera P6 Basic Training Attendee, February 2024
Course has given me more confidence when using P6

Course has given me more confidence when using P6

I felt that this course was extremely helpful and has given me more confidence when using the tool. I found it quite fascinating learning about all the different functions that P6 is actually capable of.

- Primavera P6 Basic Training Attendee, January 2024
Training has helped to improve my performance and productivity

Training has helped to improve my performance and productivity

Thank you so much for this tremendous source of knowledge and high-level professionalism. I have enjoyed this training so much, and it has helped to improve my performance and productivity.

- Primavera Advanced Training Attendee, November 2023
I am already utilizing new tips and techniques daily

I am already utilizing new tips and techniques daily

Although I have been doing Turnaround scheduling, the course provided some different angles and tips that I wasn't privy to prior to the course. That being said, the course knowledge relates perfectly with my current role, and I am already utilizing new tips and techniques daily.

- Jeremy Gomoll, T100 Training Attendee, November 2023
Lots of opportunities to ask questions and talk about real life examples

Lots of opportunities to ask questions and talk about real life examples

The entire course was very useful. Huge thanks to Ian for a great training with lots of opportunities to ask questions and talk about real life examples. Really enjoyable and informative course!

- Iryna Mykolayenko, Safran Risk Online Training Attendee, October 2023
4th Time Using Emerald Associates for P6 Training

4th Time Using Emerald Associates for P6 Training

This is my 4th time using Emerald Associates for P6 training, and I wouldn’t go anywhere else. The instructors are amazing!

Hazel McKay, Primavera Basic Online Training Attendee, October 2022
Definitely recommend for any organization needing to learn or improve on their ability to use Safran Risk

Definitely recommend for any organization needing to learn or improve on their ability to use Safran Risk

Great class. Ian is a skilled user and presenter. Very knowledgeable and open to answering complex questions. The process with Emerald Associates was very easy, and I would definitely recommend for any organization needing to learn or improve on their ability to use Safran [Risk].

-Zaid Amin, Safran Risk Internal Training for Energy Company in Houston, October 2023
Sue is part of the reason why I always choose Emerald

Sue is part of the reason why I always choose Emerald

Very great course, Sue was lovely as always. She is a part of the reason why I always chose Emerald!

Troy Crouse, Primavera Advanced Online Training Attendee, August 2023
Trainer was very knowledgeable on the subject and industry practices

Trainer was very knowledgeable on the subject and industry practices

Ian Nicholson covered a lot of scope in a short duration, while ensuring no one got left behind. He was very knowledgeable on the subject and clarified any questions we had immediately. He had a deep understanding of the CSRA process and industry practices, in addition to mastery of Safran. This helped him explain the functionality of the software in a way that is specifically applicable to our organisation. This wouldn't have been possible for an instruction with just software knowledge.

-Dinesh Manoharan, Safran Risk Internal Training for Energy Company in Perth, Australia, August 2023
Training Session was very interactive

Training Session was very interactive

Ian is a great trainer. His work experience in the field combined with the thorough knowledge of the software made the training session very interactive.

-Naren Selvendran, Safran Risk Internal Training for Energy Company in Perth, Australia, August 2023
Sue did a fantastic job showcasing the potential that this platform has

Sue did a fantastic job showcasing the potential that this platform has

Sue did a phenomenal job in introducing us to the Platform and teaching us the basics of navigation and function in a way that made the rest of the course feel intuitive. I particularly enjoyed learning about the resourcing functionality. Additionally, case studies were useful for reinforcing course content. I am excited to learn more about P6. Sue did a fantastic job showcasing the potential that this platform has.

Kevin Condy, Primavera Basic Online Training Attendee, May 2023
Instructor Demonstrated a Very High Level of P6 System Knowledge

Instructor Demonstrated a Very High Level of P6 System Knowledge

Good training. The instructor demonstrated a very high level of P6 system knowledge and was able to provide clear instruction and answers to all questions asked.

Primavera Basic Online Training Attendee, April 2023
10/10 Would Recommend!

10/10 Would Recommend!

Sue was an excellent instructor, very patient and thorough. She really went out of her way to ensure that everyone in the course was getting a good grasp on the material! 10/10 would recommend! Also, Sue's tip about using reflection projects during meetings to make changes to the schedule and review those changes prior to merging with the original schedule is going to be a life saver for me!

Primavera Basic Online Training Attendee, January 2023
Case Studies were the Best Feature

Case Studies were the Best Feature

I found it a thorough review of all the basics in P6. The Case Studies were the best feature as it allowed the user to actually use the skills taught in the class. Thanks to Sue for her time. She was a great instructor, and I appreciated her time and efforts last week.

Primavera Basic Online Training Attendee, January 2023
Excellent Instructor

Excellent Instructor

Excellent instructor. Very good coverage of the basics through to advanced features.

Taymoor Azimi, Safran Risk Online Training Attendee, December 2022
I Look Forward to Scheduling My Own Projects

I Look Forward to Scheduling My Own Projects

I'm very happy to have taken this course. I really enjoyed it and look forward to beginning to schedule my projects. The instructor was very knowledgeable and offered many examples.

Attendee at Custom Primavera P6 Training Course for Potash Mining and Processing Company, November 2022
Sue was great!!!

Sue was great!!!

All of the topics were very helpful to fully understand the capabilities of the software. The most helpful item of the course was Sue's ability to clearly explain how and why each step was taken. Sue was amazing!!

Peter Jeromski, Primavera Basic Online Training Attendee, October 2022
Mary Lynn was an Outstanding Instructor

Mary Lynn was an Outstanding Instructor

Mary Lynn was an outstanding instructor. She is exceptionally knowledgeable and was thorough in taking the time needed to answer each of our questions, and she made sure we all understood what we were learning before moving on to anything else. She made herself available to any questions we had.

Attendee of Primavera P6 Basic Internal Training Course for Engineering Company, October 2022
Training was Excellent

Training was Excellent

I thought the training was excellent. The instructor was very knowledgeable and willing to spend as much time as required to answer questions from the group.

Attendee of Primavera P6 Basic Internal Training Course for Engineering Company, October 2022
Tremendous Experience with Emerald Associates

Tremendous Experience with Emerald Associates

I would like to extend a sincere thank you for this course. I had a tremendous experience with Emerald Associates and would happily recommend this team and their courses to my colleagues. Sue's industry experience was an absolute gem.

Steven Eliasson, Primavera Basic Online Training Attendee, August 2022
Course Good for All Project Roles

Course Good for All Project Roles

Really good course that was well presented and allowed project execution people from all roles to follow along.

Kelly Sehn, Primavera Basic Online Training Attendee, June 2022
Expert Instructor

Expert Instructor

"Expert instructor who was very knowledgeable on Safran Risk and all the other risk analysis softwares, their strengths and weaknesses. Instructor's knowledge of Primavera was crucial to helping the student understand the intricacies of the Safran Risk ribbons, tools, and functions."

Rudolph Escher, Safran Risk Online Training Attendee, November 2020
Knowledgeable Instructor

Knowledgeable Instructor

"Mary Lynn was incredible with the course. She was very knowledgeable, and I am very satisfied with how she instructed the material. If I took any other course, I would prefer it to be with her."

Primavera Basic Online Training Attendee, August 2020
Relatable, Real Life Industry Examples

Relatable, Real Life Industry Examples

"Mary Lynn was an outstanding teacher. Her experience and knowledge of the program was very evident. Her real life industry examples and solutions were relatable and easy to understand. Her thoroughness and patience to work through individual questions with the whole class until the errors were discovered and corrected was unbroken. And Mary Lynn's delivery was clear, to the point and easy to follow along with."

Jon Amerl, Primavera Basic Online Training Attendee, August 2020
Adept at Primavera Risk Analysis Already

Adept at Primavera Risk Analysis Already

"All [the material] was new content to me, and it was so well presented I feel like I am adept at Primavera Risk Analysis already. Having the two exercises at the end that required students to go through the full gambit of what the software's capabilities are was super helpful. The instructor, Ian, was great - he was very knowledgeable and eager to help. I could not have learned so much without him. "

-Wes Helwig, Risk Analysis Online Training, August 2020
Case Studies Helped Me Learn

Case Studies Helped Me Learn

"I found the case studies and hands-on examples helped me learn the best."

-Primavera Basic Online Training Attendee, June 2020
Would Definitely Recommend This

Would Definitely Recommend This

"Learning how to set up the roles, resources and relationships correctly was huge...Overall a great course! I would definitely recommend this for anyone that has not worked in P6 before."

-Dawn Collins, P6 Basic Online Training, May 2020
Experience the Convenience of Online Training

Experience the Convenience of Online Training

"Mary Lynn was very knowledgeable and I found her very patient with questions. I liked the online course and not having to travel. I would attend more training if it were offered online."

-Primavera P6 Application Administration Trainee - April 2020
An Absolute Delight

An Absolute Delight

"Mary Lynn Backstrom was an absolute delight! Her instruction made the course significantly better and I want to take more courses because of her ability to teach and make sure information is retained."

-Tyson Davies, P6 102 Trainee, March 2020
Her wealth of knowledge helped tremendously

Her wealth of knowledge helped tremendously

"The instructor Mary Lynn was an awesome person. Her wealth of knowledge helped tremendously. I will take another class with her if she is available."

-Bailey Oladunni, P6 102 Trainee, March 2020
Best Practices

Best Practices

"We really commend this training. Our trainer - Ian Nicholson was very familiar with the tool and shared best practices that we can apply to our projects. We look forward to working hand in hand with Emerald along the way."

-Angelyn Joy Serrano, Online Safran Risk Analysis Trainee, March 2020
Discover Safran Risk Analysis - Exceptional Software for Protecting your Project

Discover Safran Risk Analysis - Exceptional Software for Protecting your Project

"Speaking on behalf of my team, Safran is really an exceptional product - it is a very powerful and useful tool for us. As for Ian [Nicholson], he is among the best that we've had...a knowledgeable planner, risk analyst and Safran operator."

-Derick Duron, Group Manager - Risk Management Department and Safran Risk Trainee - March 2020
Extremely helpful and knowledgeable

Extremely helpful and knowledgeable

"I found the course well organized and informative. The instructor was extremely helpful and knowledgeable."

-P6 102 Trainee, Feb 2020
Very knowledgeable

Very knowledgeable

"Our instructor [Mary Lynn Backstorm] was very knowledgeable and great with answering any questions."

-P6 102 Trainee, Nov 2019
Answered Real World Questions

Answered Real World Questions

"Mary Lynn is outstanding. She was a great instructor and extremely patient with questions. Her past experience provides a great background to answer our real world questions. Excellent overall!"

-Advanced Primavera Training Attendee, August 2019
Primavera P6 Turnaround Management Training - Based on Years of Industry Experience

Primavera P6 Turnaround Management Training - Based on Years of Industry Experience

"Mary Lynn [Backstrom] was awesome! This is the second time she has been my instructor, and she always uses practical examples from industry and it just makes learning so much easier. Top notch!"

The instructor is very knowledgeable.

The instructor is very knowledgeable.

"The instructor is very knowledgeable. I appreciated that the class was interactive and allowed me to work through a few models."

-501 Risk Analysis Trainee, Nov 2018
From Basic to Advanced and Admin - We've got your P6 Training Covered

From Basic to Advanced and Admin - We've got your P6 Training Covered

"Instructor, Sue Hopkins, had some great real world examples of topics discussed, which made the subject matter more relatable."

- Primavera P6 Advanced Training Attendee, September 2018
Feel Competent in P6

Feel Competent in P6

"The whole course was excellent, and I now feel competent to build and manage my own schedules in P6."

-P6 Basic Training Attendee
Informative Course and Knowledgeable Instructor

Informative Course and Knowledgeable Instructor

"Very well done and informative course. Ian (Nicholson) was very knowledgeable and helpful."

-501 Risk Analysis Trainee
Outstanding Instructor

Outstanding Instructor

"Ian Nicholson is an outstanding instructor and facilitator. He was thoughtful in his descriptions and explanations, and answered my questions clearly and comprehensively. Great job!"

-501 Risk Analysis Training Attendee
Examples to Reinforce the Training

Examples to Reinforce the Training

"Ian is extremely knowledgeable and provided great examples to reinforce the training material. I also appreciated the candid feedback on what features are most commonly used in the industry."

-501 Risk Analysis Training Attendee
Better Value with Emerald Associates

Better Value with Emerald Associates

"I have taken Primavera training from other companies before, but I received better value and better information from this one - for cheaper!"

-T100 Turnaround Training Attendee
Extra Tips and Tricks

Extra Tips and Tricks

"All the little tips and tricks that the instructors added will be useful in the future."

-P6 Basic Training Attendee
Recommend This Course to Others

Recommend This Course to Others

"I enjoyed the class and found the instructor to be well versed in the software and very helpful. I would recommend this course to others."

-P6 Basic Training Attendee
Industry-Specific Training

Industry-Specific Training

"The course was great. It was very helpful to have training based on our industry."

-Luc Brissette, T100 Turnaround Training Attendee

E202: Primavera Contract Management Training (Expedition)

E202 – Primavera Contract Management
(Expedition)

Prerequisites None
Accreditation 19.5 Informal Learning Units
Targeted Roles Contract & Project Administrators, Contract Managers, Project Controls Managers

This course provides hands-on training for Primavera Contract Management. During this three-day course, participants will learn the full scope of contract management including logging and tracking submittals, managing project costs, managing contract, and managing purchase orders.

Topics Covered

  • Introduction
  • Setting up the Company Directory
  • Costing Fundamentals
  • Contracts
  • Issues
  • Tracking and Logging Submittals
  • Letters, RFIs, and Telephone Records
  • Tracking Drawings
  • Safety
  • Change Management
  • Daily Reports and Meeting Minutes
  • Requisitions
  • Control Centre

501 Managing Risk: Primavera Risk Analysis (Pertmaster)

501 Managing Risk
Primavera Risk Analysis

Prerequisites Primavera 102 Courseis recommended
Accreditation 19.5 Informal Learning Units
Targeted Roles Resource Managers, Program Managers, Project Managers

The Primavera Risk Analysis tool (formerly known as Pertmaster) enables Monte Carlo risk analysis to be applied to scheduling tools to create dramatically more realistic planning and more rational decision making, while enabling targeted management of high risk tasks. It runs in conjunction with many scheduling tools, including Primavera P3 and P3e. This course is aimed at those who wish to gain an in-depth understanding of the scheduling and risk analysis capabilities of Primavera Risk Analysis. The course provides "hands-on" exercises for advanced project scheduling, quantitative and qualitative risk modeling with Primavera Risk Analysis.

Topics Covered

  • Introduction to Risk Analysis
  • Overview and Navigation
  • Understanding Risk
  • Schedule Review
  • Pre-Analysis Check
  • Applying Duration Uncertainty
  • Task Existence
  • Basic Probability Branching
  • Advanced probabilistic event modeling and branching
  • Risk Register
  • Correlation
  • Resource and Cost Uncertainty
  • Analyze and Review
  • Working with P6
  • Putting It All Together (Exercises)

Courses

Upcoming

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Past

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What Our Students are Saying...

  • Adept at Primavera Risk Analysis Already

    Adept at Primavera Risk Analysis Already

    "All [the material] was new content to me, and it was so well presented I feel like I am adept at Primavera Risk Analysis already. Having the two exercises at the end that required students to go through the full gambit of what the software's capabilities are was super helpful. The instructor, Ian, was great - he was very knowledgeable and eager to help. I could not have learned so much without him. "

    -Wes Helwig, Risk Analysis Online Training, August 2020
  • The instructor is very knowledgeable.

    The instructor is very knowledgeable.

    "The instructor is very knowledgeable. I appreciated that the class was interactive and allowed me to work through a few models."

    -501 Risk Analysis Trainee, Nov 2018
  • Informative Course and Knowledgeable Instructor

    Informative Course and Knowledgeable Instructor

    "Very well done and informative course. Ian (Nicholson) was very knowledgeable and helpful."

    -501 Risk Analysis Trainee
  • Examples to Reinforce the Training

    Examples to Reinforce the Training

    "Ian is extremely knowledgeable and provided great examples to reinforce the training material. I also appreciated the candid feedback on what features are most commonly used in the industry."

    -501 Risk Analysis Training Attendee
  • Outstanding Instructor

    Outstanding Instructor

    "Ian Nicholson is an outstanding instructor and facilitator. He was thoughtful in his descriptions and explanations, and answered my questions clearly and comprehensively. Great job!"

    -501 Risk Analysis Training Attendee

106A Admin : Primavera P6 EPPM Administration

106A Admin
Primavera P6 EPPM Administration

Prerequisites Primavera Basic 102 Course
Accreditation 13 Informal Learning Units
Targeted Roles P6 System Administrators, IT Managers, Project Managers
Version 24 (January 2025)

This comprehensive training course teaches you how to build enterprise data structures and configure settings to support an enterprise implementation. The topics covered include: how to build and manage the EPS and OBS, add users and configure security, set enterprise data and default settings, and support project management processes. This course builds off of skills learned in the Primavera P6 Basic Course (102).

Topics Covered

  • P6 Overview
  • Administering P6
  • Managing the EPS
  • Managing the OBS
  • Defining Resources and Roles
  • Manage Reporting
  • Enterprise Data
  • User Administration
  • Planning the Project
  • Configure Security
  • Scheduling Services
  • Application Settings and My Preferences

Courses

Upcoming

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Past

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What Our Students are Saying...

  • Experience the Convenience of Online Training

    Experience the Convenience of Online Training

    "Mary Lynn was very knowledgeable and I found her very patient with questions. I liked the online course and not having to travel. I would attend more training if it were offered online."

    -Primavera P6 Application Administration Trainee - April 2020

102A Advanced: Primavera P6 EPPM Client

102A Advanced
Primavera P6 EPPM Client

Prerequisites Primavera 102 Basic Course
Accreditation 13 Informal Learning Units
Targeted Roles Program Managers, Project Managers, Planners, Schedulers, Resource Managers
Version 24 (January 2025)

This course provides in-depth project management training in Oracle Primavera’s client/server-based solution. Building off skills learned in the basic course (102), the 102A course covers advanced subjects such as resource allocation, earned value analysis, updating baselines, and scheduling. Hands-on workshops enable students to apply skills learned throughout the course.

topics covered

  • Resource and Role Analysis
  • Resource Assignments Window
  • Manual Resource Allocation
  • Bucket Planning
  • Leveling Resources
  • Storing Period Performance
  • Case Study - Analyzing Resource Usage
  • Duration Types
  • Calculation Percent Complete
  • Earned Value
  • Advanced Scheduling
  • User-Defined Fields and Global Change
  • Managing Multiple Projects

Courses

Upcoming

Past

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What Our Students are Saying...

  • Glad I was apart of basic and advanced classes

    Glad I was apart of basic and advanced classes

    Great over experience with both Shannon and Sue. Thanks for all your hard work. Great asset in Sue as a instructor with her knowledge and the form in which she explains topics. Glad I was apart of the basic and advanced classes.

    - Primavera Advanced Training Attendee, February 2025
  • Training was very engaging

    Training was very engaging

    Primavera training I've received in the past is often very dry and boring. This was the first time I've received Primavera training that was engaging and not boring.

    - Michael Scott, Primavera P6 Advanced Internal Training for a French Multinational Tech Company, May 2024
  • Great course with the outcome I had hoped for

    Great course with the outcome I had hoped for

    Mary Lynn was great. Answered all questions and kept the pace perfectly. It was a great course with the outcome I had hoped for - I'm feeling much more confident in trying the things I don't get a chance to use everyday.

    - Melissa Scarlett, Primavera P6 Advanced Training, February 2024
  • Training has helped to improve my performance and productivity

    Training has helped to improve my performance and productivity

    Thank you so much for this tremendous source of knowledge and high-level professionalism. I have enjoyed this training so much, and it has helped to improve my performance and productivity.

    - Primavera Advanced Training Attendee, November 2023
  • Sue is part of the reason why I always choose Emerald

    Sue is part of the reason why I always choose Emerald

    Very great course, Sue was lovely as always. She is a part of the reason why I always chose Emerald!

    Troy Crouse, Primavera Advanced Online Training Attendee, August 2023
  • Answered Real World Questions

    Answered Real World Questions

    "Mary Lynn is outstanding. She was a great instructor and extremely patient with questions. Her past experience provides a great background to answer our real world questions. Excellent overall!"

    -Advanced Primavera Training Attendee, August 2019

102 Fundamentals: Primavera P6 EPPM Client

102 Fundamentals
Primavera P6 EPPM Client

Prerequisites None
Accreditation 19.5 Informal Learning Units
Targeted Roles Program Managers, Project Managers, Planners, Schedulers
Version 24 (January 2025)

This course provides hands-on training for Primavera’s client/server based solution. Participants will gain a thorough background in the concepts of planning and scheduling. This course leads you through hands-on workshops that create and track an entire project to completion. All workshops and instruction use the three basic elements of project management: schedule, resource, and costs.

topics covered

  • Project Management Life Cycle
  • Understanding Data in P6
  • Overview and Navigation
  • Creating a Project
  • Creating a Work Breakdown Structure
  • Adding Activities
  • Assigning Calendars
  • Case Study 1 - Creating a Project
  • Creating Relationships
  • Scheduling
  • Assigning Constraints
  • Creating Layouts
  • Understanding Roles and Resources
  • Assigning Roles and Resources
  • Optimizing the Project Plan
  • Case Study 2 - Optimizing the Project
  • Baselining the Project Plan
  • Importing and Exporting Data
  • Methods of Applying Progress
  • Executing the Project Plan
  • Reflection Projects
  • Analyzing the Updated Project
  • Reporting Performance
  • Case Study 3 - Project Execution and Control

Courses

Upcoming

21 Jul
Primavera P6 Basic Training v24 - 2025-07-21
Online
July 21, 2025 8:30 am MDT - July 25, 2025 1:30 pm MDT
[All Trainings]
Primavera P6 Basic Training v24 - 2025-07-21
2025 Jul 21 - Jul 25
8 Sep
Primavera P6 Basic Training v24 - 2025-09-08
Online
September 8, 2025 8:30 am MDT - September 12, 2025 1:30 pm MDT
[All Trainings]
Primavera P6 Basic Training v24 - 2025-09-08
2025 Sep 8 - Sep 12

Past

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What Our Students are Saying...

  • in depth knowledge of P6

    in depth knowledge of P6

    The instructor, Valerie, was great, and she had an in depth knowledge of P6. She was very polite and patient in answering any question we may have during training.

    - Bharat Bodawala, Primavera P6 Basic Training, April 2025
  • Very happy with the training

    Very happy with the training

    Very happy with the training - thank you Valerie! The instructor offering "office hours" to the students both before and after the class was excellent!

    - Joel Garnica, Primavera P6 Basic Training, April 2025
  • easy to move through the material

    easy to move through the material

    The setup of the training database made things easy to move through the material. Thank you Valerie - you were great.

    - Attendee of Primavera P6 Basic Training, April 2025
  • I'll be able to navigate through P6 quickly even as a new user

    I'll be able to navigate through P6 quickly even as a new user

    Being so new to P6 and construction scheduling in general, I really appreciated that you took the time to break down Project Management and the EPS/OBS structure, the icons, and every little tab and window. Overall, I thought the course was great. I learned a ton and feel like I'll be able to navigate through P6 quickly even as a new user. Val was a great presenter and I thoroughly enjoyed the course. Thank you!

    - Attendee of Primavera P6 Basic Training, January 2025
  • Knowledgeable and Professional

    Knowledgeable and Professional

    Val is knowledgeable and professional. Thanks for the training Valerie - I'll be sure to connect with you with any basic questions as I begin by P6 Journey. Furthermore, I'm interested to take the advanced course once I get my bearings on the basic functionality and increase my confidence on the tool.

    - Attendee of Primavera P6 Basic Training, October 2024
  • Great Course

    Great Course

    Great course. Val was very intelligent and informative.

    - Kurt Potter, Primavera P6 Basic Training, September 2024

Introduction to Oracle Primavera Cloud (OPC)

Introduction to Oracle Primavera Cloud (OPC)

Prerequisites None
Accreditation 7 Informal Learning Units
Targeted Roles Program Managers, Project Managers, Planners, Schedulers
Version 24.6 (June 2024)

Oracle Primavera Cloud is a cloud-based enterprise solution for managing the prioritizing, planning, and execution of projects. It is a project, portfolio, and program management solution in which you work in apps to complete your day-to-day work.

In this course, we will address the basics of creating a workspace and adding a project manually including the activities, WBS, resources, and logic.

topics covered

  • Introduction and Navigation
  • Work Breakdown Structure (WBS)
  • Adding Activities
  • Templates and Calendars
  • Configured Fields, Views, Activity Codes, and Formatting
  • Adding Logic
  • Resources and Roles
  • Scheduling
  • Scope and Work Packages
  • Scenarios
  • Baselines
  • Updates
  • Views and Filters
  • Report Introduction
  • Case Study 1 - Creating a Project
  • Case Study 2 - Optimize and Baseline
  • Case Study 3 - Project Execution and Control

Courses

Upcoming

No events found

Past

See all OPC training courses

What Our Students Are Saying...

  • All of it was fantastic

    All of it was fantastic

    Mary Lynn is an excellent instructor. I'm glad that I could do a 2nd course with her, and have others on my team join in for their first with Emerald. All of it was fantastic and topics were transferable to our project. We did spend some extra time at the end going over P6 integration which is crucial for our team.

    - Richard Gustafson, Safran Risk Analysis Training, February 2025
  • Hands-on experience with the various applications within the software

    Hands-on experience with the various applications within the software

    Mary Lynn was a great instructor. I liked the way that Mary Lynn took us through the content in a practical example that were in the manual which allowed us to have a hands-on experience with the various applications within the software.

    - Jo Kirby, Safran Risk Analysis Training, November 2024
  • The instructors were very knowledgeable and extremely helpful

    The instructors were very knowledgeable and extremely helpful

    Great course!! Highly recommend this course to those desiring an in depth knowledge in risk analysis! The instructors were very knowledgeable and extremely helpful in guiding participants through the various hands-on exercises developed for the class.

    - Sharon Termon, Safran Risk Analysis Training, October 2024
  • I enjoyed the online setting of this class

    I enjoyed the online setting of this class

    I enjoyed the online setting of this class. Each day I attended from home, which made the experience much more relaxed, and allowed me to focus on the lectures without the usual distractions of an office or school setting. I found the topics pertaining to activities within the WBS to be enlightening, as I have prior experience with SAP and I now understand how the data I input was implemented on the next steps of the project planning process.

    - Quinton Matthews, Primavera P6 Basic Training, July 2024
  • Incredibly well done course

    Incredibly well done course

    I was genuinely really impressed with the course - it was incredibly well done. [I was] really impressed with the pace and layout of the class. The teacher was excellent, engaging and knowledgeful! I really enjoyed seeing the manual calculations for float. It was something that I had never seen broken down in that way, and it was helpful for deeper understanding.

    - Nicole Anderson, Primavera P6 Basic Training, July 2024
  • Easy to follow along and retain information

    Easy to follow along and retain information

    I typically struggle to pay attention to online courses like this, but the hands-on experience while Mary Lynn was speaking made it easier to follow along and retain information.

    - Attendee at Internal Turnaround Training Course for a Canadian/American Petrochemical Company, June 2024

Administration in Oracle Primavera Cloud (OPC)

Administration in Oracle Primavera Cloud (OPC)

Prerequisites None
Accreditation 7 Informal Learning Units
Targeted Roles System Administrators
Version 24.6 (June 2024)

Oracle Primavera Cloud Application administrators use the Global Admin Apps to configure the application so that it is ready to use. The Administrator can use Global Admin settings to monitor license usage, create consent notices, configure integration, and create and manage companies, users, user groups, and permission sets.

In this advanced course, we will address the Global Admin Apps.

  • Walk through Global Admin in OCC
  • Review the specific topics/how to use them
  • Set up a new user and assign them to a user group

topics covered

  • Application Settings
  • Companies
  • Users
  • User Groups
  • Permission Sets
  • License Usage
  • User Usage
  • Privacy and Security
  • Integrations
  • Case Study 1 - General Global Admin Apps Settings, Scenario Specific
  • Case Study 2 - Set up a New User and Assign Them to a User Group

Courses

Upcoming

No events found

Past

See all OPC training courses

What Our Students Are Saying...

  • All of it was fantastic

    All of it was fantastic

    Mary Lynn is an excellent instructor. I'm glad that I could do a 2nd course with her, and have others on my team join in for their first with Emerald. All of it was fantastic and topics were transferable to our project. We did spend some extra time at the end going over P6 integration which is crucial for our team.

    - Richard Gustafson, Safran Risk Analysis Training, February 2025
  • Hands-on experience with the various applications within the software

    Hands-on experience with the various applications within the software

    Mary Lynn was a great instructor. I liked the way that Mary Lynn took us through the content in a practical example that were in the manual which allowed us to have a hands-on experience with the various applications within the software.

    - Jo Kirby, Safran Risk Analysis Training, November 2024
  • The instructors were very knowledgeable and extremely helpful

    The instructors were very knowledgeable and extremely helpful

    Great course!! Highly recommend this course to those desiring an in depth knowledge in risk analysis! The instructors were very knowledgeable and extremely helpful in guiding participants through the various hands-on exercises developed for the class.

    - Sharon Termon, Safran Risk Analysis Training, October 2024
  • I enjoyed the online setting of this class

    I enjoyed the online setting of this class

    I enjoyed the online setting of this class. Each day I attended from home, which made the experience much more relaxed, and allowed me to focus on the lectures without the usual distractions of an office or school setting. I found the topics pertaining to activities within the WBS to be enlightening, as I have prior experience with SAP and I now understand how the data I input was implemented on the next steps of the project planning process.

    - Quinton Matthews, Primavera P6 Basic Training, July 2024
  • Incredibly well done course

    Incredibly well done course

    I was genuinely really impressed with the course - it was incredibly well done. [I was] really impressed with the pace and layout of the class. The teacher was excellent, engaging and knowledgeful! I really enjoyed seeing the manual calculations for float. It was something that I had never seen broken down in that way, and it was helpful for deeper understanding.

    - Nicole Anderson, Primavera P6 Basic Training, July 2024
  • Easy to follow along and retain information

    Easy to follow along and retain information

    I typically struggle to pay attention to online courses like this, but the hands-on experience while Mary Lynn was speaking made it easier to follow along and retain information.

    - Attendee at Internal Turnaround Training Course for a Canadian/American Petrochemical Company, June 2024

101 Fundamentals: Primavera P6 EPPM Web

101 Fundamentals
Primavera P6 EPPM Web

Prerequisites None
Accreditation 19.5 Informal Learning Units
Targeted Roles Program Managers, Project Managers, Planners, Schedulers
Version 21 (September 2022)

This course provides hands-on training for Primavera’s web-based solution. Participants will gain a thorough background in the concepts of planning and scheduling. The course is divided into four sections: Overview and Creating a Project, Scheduling the Project and Managing Data, Assigning Resources and Baselining, and Project Execution and Control.

*Please Note: This course uses P6 Primavera web-based project management tool. Oracle BI and BPM are not covered in this course.*

Topics covered

  • Project Management Life Cycle
  • Understanding Data in P6
  • Overview and Navigation
  • Creating a Project
  • Creating a Work Breakdown Structure (WBS)
  • Adding Activities
  • Calendars
  • Case Study 1 - Creating a Project
  • Creating Relationships
  • Scheduling
  • Assigning Constraint
  • Customizing Activity Views
  • Understanding Roles and Resources
  • Assigning Roles and Resources
  • Project Workspace
  • Case Study 2 - Scheduling and Assigning Resources
  • Optimizing the Project Plan
  • Baselining the Project Plan
  • Methods of Applying Progress
  • Executing the Project Plan
  • Analyzing the Updated Project
  • Portfolios and Dashboards
  • Case Study 3 - Project Execution and Control
  • Updating the Project Using Timesheets
  • Reporting

Courses

Upcoming

No events found

Past

No events found

See all Primavera P6 training courses