Primavera Unifier: Design and Configuration Topics

This Primavera Unifier Design and Configuration training teaches advanced features, such as data management and automation. It shows how to build features in uDesigner and configure them in Unifier.

Learn To:

• Create user attribute forms
• Use e-mail functionality in workflows and shells
• Set automation of phases and status
• Design forms to auto-populate data between records
• Create advanced navigation using logs and user-mode navigation

Day 1

On the first day, you will learn about the design of the user attribute form, dynamic data sets, auto-sequencing, and auto-update of statuses. You will also learn how to configure gates to automate change of project phases.

Day 2

Next you will learn how to auto-create records and enable record copy. You will also learn how to associate business processes through a process of referencing. This is required for auto-population, reverse auto-population and use of data pickers, etc.

Day 3

You will learn how to customize the appearance of business process logs using filters and conditions. You will also learn the concept of a Master Log and how to customize the user mode navigator to suit your business needs. Finally, you will learn how to perform workflow actions via e-mail and the use of calendar-enabled objects.

• Administrator
• System Administrator

• Workflow Actions via E-Mail
• Project and Shell E-Mail

• Dynamic Data Sets
• Auto-Sequencing

• Using Gates

• Auto-Population
• Linking Elements
• Reversing Auto-Population

• Learn e-mail functionality
• Learn referencing records
• Employ advanced navigation
• Data management
• Automation of phase and status
• Create records