Primavera Unifier: Configuration Management

This Primavera Unifier Configuration Management training focuses on company maintenance. It teaches the core skills required for defining data, configuration of business processes, attributes, shells and navigation tabs, and creation of templates.

Learn To:

• Import business processes from uDesigner
• Set up data definitions and data elements
• Configure business processes, shells and navigation tabs
• Create stand-alone company-level templates and shell templates
• Administer programs

Day 1

The class begins with a review of Access Management topics, such as administrative levels, roles, and company relationships. It details company administration functions such as importing business processes, attributes, and shells. It describes how to access data structures and add value sets to data definitions. The class gives you the opportunity to practice configuring business processes, shells, and navigation tabs.

Day 2

With general data structure setup and configuration done, you will explore company workspace administration with business process setup. You will create stand-alone templates as well as shell templates, and extend your knowledge of business process setup within shell templates.

Day 3

The class proceeds with the use of shell templates to create and update shells. It concludes with an overview of administration of programs in Primavera Unifier.

Audience

• System Administrator
• Administrator

Course Topics Administration Overview Company Administration uDesigner

• Importing Business Processes
• Importing Attribute Forms
• Importing Shells

Data Structure Setup

• Data Defintions and Data Elements

Configuration

• Business Processes
• Shell Manager
• Navigation Tabs

Company Workspace

• Company-Level Setup

Templates

• Stand-Alone Templates
• Folder Structures

Course Objectives

• Maintain a company, shells and programs
• Set up data structures
• Configure business processes, attributes, shells and navigation tabs
• Create templates