Primavera Unifier: uDesigner Fundamentals 15

• Educational Background: A basic understanding of Primavera Unifier and project management principles is recommended. 

• Technical Proficiency: Familiarity with software tools and workflow management will be beneficial. 

• Interest in Customisation: Ideal for professionals aiming to enhance their skills in designing and managing customised business processes. 

• Master uDesigner Fundamentals: Gain a solid understanding of the tools and features of uDesigner in Primavera Unifier. 

• Design Customised Processes: Learn to create and configure forms, workflows, and templates tailored to organisational needs. 

• Optimise Business Processes: Develop skills to streamline workflows and improve data management within Primavera Unifier. 

• Enhance Project Management Efficiency: Leverage customised solutions to support effective project and portfolio management. 

The Primavera Unifier: uDesigner Fundamentals 15 course is tailored for professionals seeking to customise business processes in Primavera Unifier. It equips learners with foundational skills to design workflows, forms, and templates, optimising project management efficiency. Below are the individuals who will benefit from this course:

• Project Managers
• System Administrators
• Portfolio Managers
• Business Analysts
• Workflow Designers
• IT Professionals managing Primavera Unifier
• Project Control Specialists 

Module 1: Business Process Types

• Cost Type
• Document Type
• Text Type
• Line Item Type
• Simple Type
• Request for Bid (RFB)
• Resource Booking
• TimeSheet
• Project/Shell Creation

Module 2: Asset Manager Overview

• Design Requirements for the Asset Manager

Module 3: Standard Cost Manager Overview

• About Cash Flow Curves
• About CBS Codes
• About the Schedule of Values (SOV)
• About Earned Value
• How Cost Transactions Work in Unifier
• Design Requirements for the Cost Manager

Module 4: Generic Cost Manager Overview

• Design Requirements for a Generic Cost Manager

Module 5: Document Manager Overview

• Design Requirements for the Document Manager
• Creating Multiple Attributes Forms

Module 6: Planning Manager Overview

• Design Requirements for a Planning Manager

Module 7: Portfolio Manager Overview

• Design Requirements for a Portfolio Manager

Module 8: Resource Manager Overview

• Design Requirements for a Resource Manager

Module 9: Schedule Manager Overview

• Entering and Viewing Cost Data
• Automating a Schedule Using Scope Management
• Accumulating and Calculating Progress Data
• Resource Assignment by Resource Type and Resource Effort
• Design Requirements for the Schedule Manager
• Design Requirements for Activity Sheet Attribute Form (AP & RAP)
  • Detail Form
  • Picker
  • Integration

Module 10: Activity Manager Overview

• Detail Form
• Picker
• Integration
• Manually Creating New Activity Sheet and Activity Attributes Form
• Manually Creating WBS Sheet

Module 11: Earned Value Manager Overview

• Organisation Breakdown Structure (OBS)
• Work Breakdown Structure (WBS)

Module 12: User Administration

• User Attribute Form
• Creating User Attribute Form
• Data Pickers and User Attribute Form
• Design Requirements for User Properties Attribute Form