Oracle Primavera Unifier

Module 1: Introduction to Oracle Primavera Unifier

• What is Primavera Unifier and where it fits in Oracle's EPPM suite
• Unifier architecture: shells, business processes, and data elements
• Navigating the Unifier interface: company, project, and portfolio workspaces
• Understanding the relationship between Unifier and Primavera P6
• Key use cases: capital project delivery, contract management, asset management
• Licensing models and deployment options (cloud vs on-premise)

Module 2: Shell Configuration & Project Setup

• Understanding shell types: company-level, project-level, and sub-shells
• Creating and configuring project shells
• Shell attributes and custom data elements
• Configuring shell hierarchies for programme management
• Role-based access control and user administration
• Setting up project currencies and cost codes

Module 3: Cost Management in Unifier

• Budget management: creating and managing project budgets
• Budget changes, transfers, and approval workflows
• Commitment management: contracts, purchase orders, subcontracts
• Invoice processing and payment applications
• Cost sheet configuration and cost code structures
• Forecast-to-complete and cost-at-completion calculations

Module 4: Business Process Design & Configuration

• What are business processes (BPs) in Unifier?
• BP types: cost, document, project/shell creation, resource booking
• Designing workflow steps, actions, and conditions
• Configuring auto-population and data validation rules
• Email notifications and escalation rules
• Testing and deploying custom business processes

Module 5: Contract & Procurement Management

• Creating and managing contracts in Unifier
• Change order management and approval workflows
• Procurement workflow: RFQ, bid evaluation, award
• Supplier and subcontractor portal access
• Retainage, milestones, and payment schedules
• Linking contracts to cost sheets and commitments

Module 6: Document Management & Transmittals

• Setting up document manager folders and permissions
• Revision control and version history
• Transmittal creation and distribution management
• Document review and approval workflows
• Integration with AutoCAD, Revit, and BIM tools
• Audit trails and compliance reporting

Module 7: Schedule Integration & Reporting

• Integrating Unifier with Primavera P6 schedules
• Mapping P6 WBS to Unifier cost codes
• Cash flow and S-curve reporting from Unifier data
• Configuring dashboards and custom reports
• User-defined reports and data views
• Portfolio-level reporting for executive dashboards

Module 8: Administration, Integration & Best Practices

• Unifier uDesigner: building custom BPs and shells
• Data picker and formula configuration
• Integration with Oracle ERP and third-party systems (REST APIs)
• Data migration and legacy data import
• System administration: backups, logs, and user management
• Best practices for Unifier implementation in large programmes

Oracle-Certified Unifier Implementation Specialists Our Primavera Unifier instructors are certified Oracle implementation consultants who have deployed Unifier on capital programmes for government agencies, utilities, and multinational construction firms. They combine deep technical configuration knowledge with practical project controls expertise.

Real Capital Project Experience Trainers have managed Unifier rollouts on programmes ranging from £50M building refurbishments to multi-billion-pound infrastructure frameworks. They understand the commercial pressures and governance requirements that shape how Unifier must be configured.

Cross-Platform Expertise With experience across Unifier, Primavera P6, and Oracle Fusion ERP, our instructors can explain how these platforms integrate — a critical skill for enterprise project controls environments where data must flow seamlessly between systems.

Structured Training Methodology Each session combines platform demonstrations with guided lab exercises using realistic project data. Learners leave with hands-on Unifier configuration experience, not just theoretical knowledge.

Ongoing Support Community After completing the course, learners gain access to our alumni community where instructors and peers share Unifier configuration tips, business process templates, and answers to real implementation challenges.