Beginner-to-advanced Unifier training, role-focused for project teams
Create dashboards, reports, and progress insights for stakeholders instantly
Flexible delivery: live online, onsite, or in-office
Build workflows, security roles, and data models accurately
Globally recognised certification validates Unifier proficiency and boosts credibility
Master cost control, budgets, schedules, resource tracking confidently
What our training includes
Upcoming sessions
Overview of Unifier administration and core capabilities.
Landing pages, navigation tabs, modes, and bookmarks (add/use/manage).
Company relationship concepts: add/remove partner companies.
Owner users, partner users, and user administration basics.
Shell types; configure shells; create shells (manual/template/CSV/BP); shell groups; access reporting.
Create and maintain groups; bulk updates; assign users; group permissions.
Configure business processes across Unifier objects, activity sheet permissions, and standard, advanced, and master logs.
Shell instances (single/multiple); shell dashboards; dashboard permissions; copy/modify/delete dashboards.
Workflow setup for business processes; email notifications; auto-creation; workflow settings (general/steps).
Core concepts, navigation, and design approach.
Design/build Simple, Text, Document, and Line-Item business processes; form reuse.
Conditional routing, sub-workflows, formulas, and validations.
Line item consolidation/resetting, versioning, and portal-enabled processes.
Key manager areas commonly configured in Unifier: cost, document, schedule, and related control structures.
Successful completion of the course will help you to:
1
Master Oracle Primavera Unifier to streamline capital project planning, execution, operations, and maintenance
2
Design and manage projects, tasks, and resources with centralised budgeting and scheduling
3
Implement cost control, contract management, and document management for stronger project governance
4
Configure workflows, security, and the Unifier data model for consistent approvals
5
Build reports and dashboards to track progress, risks, issues, and change requests
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Oracle Unifier Training teaches how to use Oracle Primavera Unifier to run capital projects with structured control. Participants learn how the platform supports capital-project and asset-lifecycle management through configurable, prebuilt processes. The training builds the capability to manage projects, tasks, resources, budgets, and schedules within a single system. Learners also work with contracts, documents, workflows, reporting, dashboards, and progress tracking. The outcome is practical proficiency that can be applied to real project controls and delivery environments.
The learning aligns with the platform’s core project and asset lifecycle use:
Oracle Unifier Training helps standardise how project information is captured, approved, and reported. Participants learn to keep budgets, schedules, contracts, and documents in one controlled workspace rather than scattered tools. Workflows create clearer routing for reviews and approvals, while security and the data model help maintain structured access and cleaner records. For businesses, this supports stronger oversight routines, reduces process drift across teams, and improves confidence in status reporting during steering reviews.
Oracle Unifier Training is relevant where projects involve many stakeholders and strict traceability:
After completing Unifier training, common role pathways include: