Primavera Unifier: Administration Rel 17

This 3-day Primavera course gives guidance on the best way to manage fundamental elements of Primavera Unifier. Through our experienced instructor, you will be able to gain skills such as how to oversee access from clients and groups to organizations and project workspaces. You will get familiar with the core capabilities needed for arranging data and design of Unifier objects.

Navigation

• Exploring Landing Pages and Navigation Tabs
• Describing Model

Company User Administration

• Methods for Adding Owner and Partner Company Users

Company Relationship Management

• Defining Concepts of Company Relationships
• Prerequisites for Partner Companies
• Adding/Removing Partner Companies

Company Group Administration

• Creating/Maintaining Groups
• Assigning Users to Groups
• Assigning Group Permissions

Business Process Configuration

• Logs

Company Permission Management

• Permission Categories and Levels
• Permission Sets

Shell Manager Configuration

• Shell Types

Shell Templates

• Types of Templates
• Assigning Permissions

Workflow Setup

• Action Items
• Transmittals Setup
• Email Val;idation

Creating Multiple-Shell Instances

Creating a Single Shell Instance

Updating Shells

• Updating Users
• Updating Groups

Configuration Packages

• Design and Development
• Package Checklist
• Error Check