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primavera Unifier
Unifier Administration Training

Prerequisites None
Accreditation 26 Informal Learning Units
Targeted Roles Administrator
Version 17 (January 2020)


The Primavera Unifier Administration training course covers user/group administration and access control, administration levels and roles, and 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.

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