Primavera Unifier: uDesigner Fundamentals 15

The Primavera Unifier: uDesigner Fundamentals 15 course equips learners with the skills to design and customise business processes in Primavera Unifier. It covers fundamental uDesigner tools, enabling efficient project and portfolio management tailored to organisational needs.

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Overview

The Primavera Unifier: uDesigner Fundamentals 15 course is designed for professionals seeking to customise and optimise business processes within Primavera Unifier. This course provides foundational knowledge of uDesigner, equipping learners with the tools to create dynamic forms, workflows, and business processes that align with project and organisational objectives.

Effective use of uDesigner ensures streamlined processes, improved data management, and enhanced project delivery. This course covers key topics such as designing forms, configuring workflows, and creating templates for effective project tracking and management. Learners will gain the expertise to implement and maintain customised business solutions within Primavera Unifier.

This 2-day training course offered by MPES combines expert-led sessions, hands-on exercises, and practical case studies. Learners will develop the skills to design and deploy tailored processes, ensuring efficient utilisation of Primavera Unifier. Upon completion, they will be prepared to maximise the platform’s capabilities and drive project success.

Course Objectives

Understand the principles and capabilities of uDesigner in Primavera Unifier
Develop skills to design and customise forms and workflows
Learn to create templates for project and portfolio management
Gain expertise in managing business processes efficiently within Primavera Unifier
Implement best practices for maintaining customised solutions

Upon completion, learners will have the knowledge and skills to use uDesigner effectively, enabling efficient business process management and supporting successful project and portfolio outcomes.

Average completion time

2 Month

with unlimited support

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Course Includes

Course Details

Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.

Entry Requirements

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.

Learning Outcomes

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.

Target Audience

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

Course content

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

MPES Support That Helps You Succeed

At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.

MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
Get expert guidance from tutors available online to assist with your studies.
Check your eligibility for exemptions with the relevant professional body before starting.
Our supportive team is here to offer study advice and support throughout your course.
Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.

Career Growth Stories

MPES Learning offers globally recognised courses in accounting,

Arvy Pasanting

As a qualified accountant, studying with MPES has been very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just at excel in my current role as an auditor, but also inspired me to expand my horizons. I am very grateful of the support I was given where the skills I gained extended beyond just passing exams and learning about accounting principles - it allowed me to take on roles that benefit the wider community.

Arvy Pasanting

Audit Senior (incoming Reconciliations Manager)

David Ford

I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising both their “in class” and online learning opportunities that fit around the needs of my employer, I have found them to be consummate professionals delivering first class accounting courses with support always available.

David Ford

Accountant

Aaron Allcote

As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.

Aaron Allcote

Finance Officer

Bob Beaumont

I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.

Bob Beaumont

Senior Accountant

George Evans

The Financial Risk Management Course at MPES was invaluable in deepening my understanding of risk assessment and mitigation strategies. The hands-on learning approach allowed me to apply new concepts directly to my work. I highly recommend it for professionals in finance.

George Evans

Risk Manager

James Robinson

As a financial consultant, I am always seeking ways to enhance my expertise. The Investment Analysis Course at MPES exceeded my expectations, offering practical skills and knowledge that I can apply immediately in my consulting work. It's an outstanding choice for professionals in finance.

James Robinson

Financial Consultant

Laura Bennett

The Corporate Finance Course I attended at MPES was transformative. The depth of knowledge shared by the instructors and the relevance of the topics covered have directly impacted on our financial strategy. I strongly endorse this program for anyone in a leadership position in finance.

Laura Bennett

Chief Financial Officer

Emma Johnson

The Financial Modeling and Valuation Course at MPES was incredibly insightful. The practical applications and real-world examples helped solidify my understanding of complex concepts. I highly recommend this course to anyone looking to enhance their financial acumen.

Emma Johnson

Financial Analyst

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Have Questions? We’ve Got You

If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.

Q. What is Primavera Unifier: uDesigner Fundamentals 15?

This course focuses on the uDesigner tools within Primavera Unifier, enabling learners to design, customise, and optimise business processes for effective project and portfolio management.

Q. Do I need prior experience with Primavera Unifier?

Basic familiarity with Primavera Unifier or similar project management tools is recommended but not mandatory. The course provides foundational training to support learners of various experience levels.

Q. What topics are covered in this course?

The course covers form design, workflow configuration, template creation, and process optimisation, ensuring learners can create customised solutions in Primavera Unifier.

Q. How is the course delivered?

The course combines expert-led sessions, hands-on exercises, and real-world case studies to provide practical knowledge and experience in using uDesigner.

Q. How will this course benefit my career?

By completing this course, you will gain valuable skills in customising business processes, enhancing your ability to optimise project management workflows and contribute to organisational success.

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Course Schedule

£4995