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Primavera Unifier Administration Course

📑 5 slides 👁 9 views 📅 2/24/2026 📄 PDF
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Introduction to Unifier Navigation

Learn sign-in procedures for OIM/OAM enabled and disabled systems.

Introduction to Unifier Navigation
2

Administration Roles Overview

  • Differentiate between Site, Company, Program, and Shell Administration roles.
  • Understand the responsibilities of each administration level.
  • Key terminology and concepts for effective administration.
Administration Roles Overview
3

Company Relationship Management

  • Learn about company types and owner-partner relationships.
  • Steps to create and manage partner companies.
  • Understand the hierarchy in owner-partner-member company structures.
Company Relationship Management
4

User and Group Administration

  • Processes for creating and managing users manually or via CSV import.
  • Setting user permissions and attributes across different tabs.
  • Best practices for handling user license limits and group permissions.
User and Group Administration
5

Summary and Key Takeaways

  • Recap of navigation, administration roles, and company management.
  • Importance of proper user and group administration for security.
  • Next steps for advanced configuration and business process setup.
Summary and Key Takeaways
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