Getting Started with Oracle Primavera Unifier v10

OVERVIEW

In this 3 day course, users will learn the fundamental building blocks required to implement Oracle Primavera Unifer v10. Users will work through hands-on examples creating and deploying Workflow enabled Business Processes (BPs) for both cost management and project delivery (document control) processes. The BPs will be designed for the different levels of the organization including: company, division/department/client, or project. Things to consider in a multi-level deployment and the security that goes along with it will be explored.

This course is intended for those who will participate in designing and implementing Oracle Primavera Unifer for their organization.

   


COURSE LEVEL:
Introduction/Basic

COURSE PRICE:
$2500.00

TARGETED ROLES:
Cost Control, Contract Analysts, Super Users


LOCATIONS & DATES:
Primavera Training Calendar

 
COURSE OUTLINE

Day 1 – Understanding the User Experience

  • General Overview of Software
  • Navigation & Preferences – Tabs, uMail, tasks
  • Creating Different Layers in Unifier - Company/Shells/Projects
  • Cost Structures & Cash flow Curves - Cost types, sheets and coding 
    • Funding, Estimates, Budgets, commitments, accruals, actuals
  • Working with existing Business Processes (BPs) 
    • Workflows, Forms, Fields, Logs, Line Items, Query Tabs
    • Notes, attachments

 

Day 2 – Administering the Framework

  • Company Administration 
    • Administer Users
    • Permissions
      • Access control
      • User administration
    • Standards and Libraries 
    • Templates
    • Rules
  • Project Administration 
    • Permissions
    • Setup of BPs

 

Day 3 – Creating the Framework

 

  • Data Structure Setup
    • Data Definitions
    • Data Elements
  • U-Designer – How to create your custom BP
    • BP types, levels and statuses
    • Forms (Upper and Detail)
    • Query Items
    • Items Logs
    • Workflows
    • Integration
    • Auto-creation Processes