Course Overview
Once an Oracle Primavera Unifier platform goes live, its administrators carry responsibility for everything users depend on: the shell hierarchy, user and partner company access, permissions, workflow assignments, templates for new projects, integrations and the stability of a production system that finance, contracts and executives rely on. On government and giga-project programmes with hundreds of users and dozens of shells, weak administration quickly becomes a security, audit and delivery risk.
Unifier Administration is a three-day professional course for the people who run the platform. Learners configure company workspace settings, design shell hierarchies and shell templates, onboard partner companies and users, build group-based permission models, set up business processes and workflows at shell level, manage Document Manager structures, administer integrations and scheduled jobs, and establish support, audit and change control routines, completing a capstone administration scenario assessed against a professional rubric.
Target Audience
- Unifier system and application administrators for owners, PMCs and contractors
- PMIS managers and platform owners responsible for Unifier governance
- Implementation consultants taking over post go-live support and hypercare
- IT and digital delivery staff responsible for user access, integrations and security
- Project controls leads who administer project shells on behalf of their programme
Prerequisites
- UNF-101 Unifier for End Users, or equivalent working experience in Unifier
- UNF-301 Business Process Design with uDesigner is recommended but not required
- Understanding of user access, roles and permissions concepts in enterprise systems
- A laptop with a modern web browser; Academy administrator training accounts are provided
Learning Objectives
- Configure company workspace settings, general preferences and company-level modules
- Design and maintain a shell hierarchy of programs, projects and other shell types aligned with the organization's portfolio
- Create and apply shell templates to standardize new project set-up
- Onboard partner companies and users, manage licences and deactivate access in a controlled way
- Build a group-based permission model that enforces least privilege and segregation of duties
- Set up business processes, workflows, numbering and auto-creation at company and shell level
- Administer the Document Manager, configuration packages imported from uDesigner and data cubes for reporting
- Manage integrations, P6 gateway connections, REST web services users and scheduled jobs
- Run audit, access review, support and change control routines for a production platform
Detailed Course Outline
1Day 1 · Module 1: The administrator's role and platform architecture
- Company administrator, shell administrator and support responsibilities
- Company workspace, shell types and the administration mode
- Production, test and development environment management
- Administration governance on government and giga-project programmes
2Day 1 · Module 2: Company workspace configuration
- General company settings, currency, calendars and time zones
- Company-level modules, cost codes and standards
- Company-level business processes and master logs
- Announcements, help files and company branding
3Day 1 · Module 3: Shell hierarchy and shell management
- Designing the hierarchy: portfolio, programs, projects and sites
- Creating shells, shell attribute forms and shell status
- Moving, closing and archiving shells
- Shell-level navigation and module visibility
4Day 1 · Module 4: Shell templates
- What a shell template carries: processes, workflows, folders, groups, cost settings
- Creating shells from templates
- Updating live shells from a template and managing exceptions
- Template versioning and standardization across a portfolio
5Day 2 · Module 5: Partner companies, users and licensing
- Owner and partner companies and their access boundaries
- Creating and importing users, user attributes and user status
- Licence types and licence monitoring
- Controlled onboarding and offboarding procedures
6Day 2 · Module 6: Groups and permissions
- Company-level and shell-level groups
- Permission templates and module-level permissions
- Least privilege, segregation of duties and approval authority
- Diagnosing why a user can or cannot see a record
7Day 2 · Module 7: Business process and workflow set-up
- Importing configuration packages from uDesigner
- Business process set-up at shell level: numbering, auto-creation and settings
- Workflow set-up: assigning users and groups to steps and durations
- Reassigning tasks, managing stuck workflows and delegation
8Day 2 · Module 8: Document Manager and cost set-up
- Folder structures, folder permissions and document properties
- Enabling the cost sheet, CBS codes and cash flow at shell level
- Fund manager and cost settings administration
- Bulk data loads and templates for initial set-up
9Day 3 · Module 9: Reporting and analytics administration
- Publishing user-defined reports and managing report permissions
- Data cubes and dashboard administration
- Preparing data for Unifier Analytics
- Performance considerations for large reports
10Day 3 · Module 10: Integrations and scheduled operations
- P6 integration through the gateway: set-up and monitoring
- REST web services, integration users and security
- Scheduled jobs, auto-creation schedules and notifications
- Monitoring integration failures and reconciling data
11Day 3 · Module 11: Audit, security and compliance
- Audit logs and user activity review
- Periodic access reviews and permission recertification
- Password, session and single sign-on considerations
- Evidence for internal audit and government compliance reviews
12Day 3 · Module 12: Support operations and change control
- Service desk model, ticket triage and service levels
- Configuration change requests and release management
- Hypercare after go-live and handover from implementers
- Capstone administration scenario and review
Learning Outcomes
- Administer a production Unifier platform independently and securely
- Stand up new project shells from templates consistently in hours rather than days
- Maintain a permission model that passes internal audit and access reviews
- Resolve common user access, workflow and data issues quickly and document the fix
- Keep integrations and scheduled jobs healthy and reconcile failures
- Govern configuration change and releases without disrupting live projects
- Act as the accountable platform owner for Unifier within your organization
Hands-on Workshops & Practical Exercises
Portfolio set-up lab
Configure company settings and build a shell hierarchy of programs and projects with attribute forms for a government capital programme.
Template factory
Build a project shell template with business processes, workflows, groups, folders and cost settings, then create three project shells from it.
Access and permissions clinic
Onboard two partner companies, design a least-privilege group model and resolve a set of seeded access complaints.
Workflow rescue
Diagnose and resolve stuck workflows, misassigned steps and departed approvers on a live-like dataset without losing audit history.
Integration health check
Configure a P6 gateway connection and a REST integration user, run a synchronization and reconcile a failed transfer.
Capstone: platform administration scenario
Take over a Unifier platform at hypercare, complete an access review, deploy a configuration release and present an administration runbook for rubric-based assessment.
Duration
Delivered over three consecutive days in the classroom, or as six live online sessions of 3.5 hours with capstone work between sessions.
Delivery Methods
Online
Live, instructor-led virtual classroom in six 3.5-hour sessions, with a personal company-administrator lab environment and guided troubleshooting.
Classroom
Three-day public course at the Academy in Riyadh and regional venues, with a dedicated Unifier administration environment per learner.
On-site Corporate Training
Private cohort at your premises, focused on your own shell hierarchy, permission model, integrations and support procedures.
Assessment Method
- Continuous practical assessment during the workshops
- Practical capstone administration scenario assessed against a published rubric
- End-of-course online exam (40 questions, 75% pass mark)
- Minimum 80% attendance
Certificate Awarded
Arkan Academy · Professional
Arkan Professional Certificate: Unifier Administration
Awarded to learners who meet the attendance requirement, pass the exam and achieve the required standard in the capstone assessment. Carries a unique verification ID and 21 recorded learning hours.
ID · ARK-UNF-302-XXXXXX
Career Benefits
- Qualify for Unifier system administrator and PMIS platform owner roles
- Demonstrate the security and governance discipline required on government programmes
- Take over post go-live support from implementers with confidence
- Build the operational foundation for a Unifier solution architect or PMIS manager career
- Reduce your organization's dependence on external support for routine administration
Recommended Next Course
Professional Competencies Achieved
- Company and shell administrationAdvanced
- User, group and permission managementAdvanced
- Shell template standardizationAdvanced
- Workflow and business process set-upPractitioner
- Integration and scheduled job monitoringPractitioner
- Platform audit and change controlPractitioner
Talent Development & Career Opportunities
Distinction graduates of this course are typically considered for Unifier administrator, hypercare support and PMIS operations roles on owner platforms serving multi-project government and giga-project portfolios.
Participants who achieve an overall assessment score above 90% graduate with Distinction and may be enrolled in the Arkan Talent Development Program.
Outstanding graduates may receive:
- Internship opportunities
- Exposure to PMIS implementation projects
- Mentorship from senior Arkan consultants
- Recommendation letters
- Career guidance sessions
- Candidate referrals to partner organizations through Arkan Talent
- Opportunities to participate in PMIS deployment, PMO setup and digital transformation projects
Disclaimer: Enrolment in the Talent Development Program and any of the opportunities above are not guaranteed and do not constitute an offer or promise of employment. Exceptional performers may be considered for future project opportunities based on business needs, individual performance, availability of suitable roles and client requirements. Referrals and placements remain subject to the selection processes of Arkan and its partner organizations.