Course information

Primavera Unifier: Reports and Dashboards Course Outline

Module 1: Navigation

  • What is Navigation?

Module 2: User-Defined Report Templates

  • What are User-Defined Report Templates?

Module 3: Tabular Reports

  • What are Tabular Reports?
  • Data Elements Tab
  • Query Tab
  • Report Layout
  • Shells Tab

Module 4: Cross Tab Reports

  • What are Cross Tab Reports?

Module 5: Alert Reports

  • What are Alert Reports?

Module 6: Copying and Editing Reports

  • How to Copy and Edit Reports?

Module 7: Embed Report Templates in Shell Template

  • How to Embed Report Templates in Shell Template?

Module 8: Updating Shells

  • How to Update Shells?

Module 9: Scheduling User Defined Reports

  • How to Schedule User Defined Reports?

Module 10: Company Level Reports

  • What are Company Level Reports?

Module 11: Running Reports

  • Running Reports
  • Run UDRs at Company or Shell Level
  • Viewing Saved Results 

Module 12: Configuring Alerts

  • How to Configure Alerts?

Module 13: Shell Dashboards

  • What are Shell Dashboards?

Module 14: Creating Data Cubes

  • How to Create Data Cubes?

Module 15: Create Dashboards from Data Cubes

  • How to Create Dashboards from Data Cubes?
  • Adding a Drilldown Block

Module 16: Updating Shell Dashboards

  • How to Update Shell Dashboards?

Module 17: Data Views

  • What are Data Views?
  • Examining Data Views
  • Data Views and UDRs

Module 18: Custom Reports

  • Custom Reports Permissions
  • Running Custom Reports

Module 19: System Reports

  • What are System Reports?

Module 20: Audit Report

  • What is an Audit Report?

Module 21: Custom Dashboards via Primavera Analysis

  • Launching Analytics from Shell Dashboards

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Who should attend this Primavera Unifier: Reports and Dashboards Course?

The Primavera Unifier: Reports and Dashboards Training Course is designed for project managers, data analysts, and professionals aiming to enhance their skills in creating and utilizing reports and dashboards within the Primavera Unifier platform. This course is essential for individuals seeking to optimize data visualization, analysis, and reporting for effective project management and decision-making. The following professionals can greatly benefit from attending this course:

  • Project Managers
  • Data Analysts
  • Portfolio Managers
  • Business Analysts
  • Systems Administrators
  • Program Managers
  • Project Planners
  • Database Administrators

Prerequisites of the Primavera Unifier: Reports and Dashboards Course

There are no formal prerequisites for this Primavera Unifier: Reports and Dashboards Training Course. However, familiarity with Project Management concepts can be beneficial for the delegates.

Primavera Unifier: Reports and Dashboards Course Overview

Primavera Unifier stands as a cornerstone in the realm of Project Management, offering a robust platform that integrates critical elements such as cost control, document management, and collaboration tools. This course in Sacramento serves as a gateway to understanding the intricacies of the software, providing delegates with a profound comprehension of its functionalities and a broader perspective on its relevance in modern Project Management landscapes.

This Primavera Unifier Course in Sacramento is paramount for professionals in Project Management, construction, and engineering, as it serves as a pivotal tool in ensuring project success. For Project Managers, a profound understanding of Primavera Unifier enables more effective planning, monitoring, and control, ensuring projects are delivered on time and within budget.

This 1-day training in Sacramento by The Knowledge Academy is tailored to provide delegates with practical skills in uDesigner, the key customization component of Primavera Unifier. Delegates delve into the process of creating and customizing forms, allowing them to tailor the system to their project's unique needs.

Course Objectives:

  • To understand the core concepts of Primavera Unifier uDesigner.
  • To learn the process of creating and customizing forms.
  • To explore the configuration of workflows within Primavera Unifier.
  • To comprehend data structures and relationships in uDesigner.
  • To gain proficiency in managing user access and permissions.
  • To practice real-world scenarios through hands-on exercises.

Upon completion of this course in Sacramento, delegates will emerge with a heightened proficiency in Primavera Unifier's uDesigner, empowering them to streamline project processes, enhance collaboration, and contribute significantly to the success of their projects.

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What’s included in Primavera Unifier: Reports and Dashboards Course?

  • World-Class Training Sessions from Experienced Instructors
  • Primavera Unifier: Reports and Dashboards Certificate
  • Digital Delegate Pack

Why choose us

Our Sacramento venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Sacramento is situated near central valley at the joining of the Sacramento River and the American River, as well as it being the capital city of California it is also the sixth largest city within California and is home to around 485,199 people within 2014. Sacramento also has a metropolitan population of an estimated 2,414, 783 in 2010 therefore ranking it in third place as the largest metropolitan population within California. Sacramento is also the seat to the government of Sacramento County, and America’s most diverse city as of Harvard University civil rights project in 2002. There are a number of different types of schools, which are public, private or independent, the independent schools within Sacramento include the Waldorf School and the Sacramento Country Day School which was run by the California Association of Independent Schools as opposed to being one of the Roman Catholic Independent schools. The Public schools include Natomas Unified School District, Twin Rivers Unified School District, Sacramento City Unified School District and Elk Grove Unified School District. Some of the Universities within the city include Sacramento State (California State University, Sacramento) and University of California. Sacramento State University plays a big part in the education of students, as of 2004 they enrolled roughly 22,555 undergraduates within the eight colleges it operates. There is also a few universities with campuses in Sacramento which include the McGeroge School of law – University of Pacific, National University, Western Seminary and the University of San Francisco. All of the Universities offer students different types of courses and degrees some of which include graduate, undergraduate, bachelors, masters and doctoral degrees. Subjects can also differ depending on the institution with regards to public health sciences, administration, project management, business, sciences, law, counselling, education, mathematics, engineering, arts, sports and many more. Sacramento also consists of different schools which practise religion, these being an Islamic school the Masjid Annur, Christian schools such as the Sacramento Adventist Academy and the Capital Christian School as well as a Jewish school which is the Shalom School.

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Address

Sacremento, California

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Primavera Training | Primavera Unifier: Reports And Dashboards Training in Sacramento. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Primavera Training | Primavera Unifier: Reports And Dashboards Training in Sacramento, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Primavera Training | Primavera Unifier: Reports And Dashboards Training in Sacramento FAQs

Primavera Unifier integrates a variety of project control activities across the whole lifecycle, such as proposal management, submittal management, configurable workflow, vendor management, cost and schedule control, project documentation, collaboration, and more.
Ultimate configurability and governance, cloud or on-premise deployment, comprehensive solution for the entire project lifecycle, best-in-class cost control capabilities, full earned value management analysis, etc., are the main benefits of Primavera Unifier.
Project status email updates, risk management, multiple projects management, information dashboard, multi-user access, Gantt charts, etc., are the features of Primavera.
During the Primavera Unifier: Reports and Dashboards Training course, you will learn various essential topics such as data views and UDRs, adding a drill down the block, alert reports, configuring alerts, running UDRs at company or shell level, and many more.
The training fees for Primavera Unifier: Reports and Dashboardsin Sacramento starts from $2295
The Knowledge Academy is the Leading global training provider for Primavera Unifier: Reports and Dashboards.
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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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We may not have any package deals available including this course. If you enquire or give us a call on +1 7204454674 and speak to our training experts, we should be able to help you with your requirements.

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