Primavera Unifier Administration 15 - Switzerland

Primavera Unifier Administration 15 Course Outline

Module 1: Introduction

• Primavera Unifier Administration 15 Overview
• Features

Module 2: Navigation

• Landing Pages and Navigation Tabs
• Describing Modes
• Bookmarks
  • Adding Bookmarks
  • Using Bookmarks
  • Organising and Managing Bookmarks

Module 3: Company Relationship Management

• Defining Concepts of Company Relationships
• Adding Partner Companies
• Removing Partner Companies

Module 4: Company User Administration

• Company User Administration Overview
• Add Owner Company Users
• Add Partner Company Users

Module 5: Shell Manager Configuration

• Shell Types and Functionality
• Configuring Shells
  • Creating Shell Manually
  • Creating Shell from Shell Template or Existing Shell
  • Creating Shell by Importing CSV File
  • Creating Shells using Shell Creation Business Process
  • Adding Member Company to Shell
  • Viewing Member Company Profile
  • Creating New Shell Group
  • Editing Group Information
  • Generating Access Information Report

Module 6: Company Group Administration

• Company Group Administration Overview
• Responsibilities of Company Administrator
• Creating and Maintaining Groups
  • Creating a New Group
  • Adding or Removing User Group Assignments in Bulk
  • Changing User Status in Bulk
  • Updating Multiple Users in The Users Log
• Assigning Users to Groups
  • Updating Multiple Users in The Users Log
  • Removing a User from a Group
• Assigning Group Permissions

Module 7: Business Process Configuration

• Business Process Configuration Overview
• Configuring Across Unifier Objects
  • Activity Sheet Permissions
  • Configuring Master Logs
  • Configuring Advanced Logs and Standard Logs

Module 8: Shell Administration

• Characteristics of Shell Administration
• Types of Shell Instances
  • Single Shell Instance
  • Multiple Shell Instance
• Creating and Editing a Single Shell Instance
• Creating Multiple Shell Instances of a Shell Type
• Shell Dashboards
  • Two Dashboard Types in Project Shells
  • Setting Shell Instance Dashboard Permissions
  • Creating a Dashboard in a Shell Template
  • Copying a Shell Dashboard
  • Modifying Shell Instance Dashboard Properties
  • Deleting a Shell Instance Dashboard
  • Finding a Shell Instance Dashboard
  • Setting User or Group Permission for a Shell Instance Dashboard

Module 9: Workflow Setup

• Creating Workflow Setup
  • Setting Up a Workflow Business Process
  • Setting Up Email Notification for a Workflow BP
  • Setting Up Auto-Creation of Workflow Business Process
  • Workflow Setup in General and Settings Tab
  • Overall Workflow Settings
  • Settings for Standard Workflow Steps