Course Overview
Every Oracle Primavera Unifier deployment is only as good as its configuration. The business processes, data definitions, workflow schemas and integrations built in uDesigner determine whether an owner's procedures are enforced consistently, whether data rolls up correctly to cost sheets and dashboards, and whether the system can evolve without breaking live projects. Poor design decisions made early are expensive to reverse once thousands of records exist.
Business Process Design with uDesigner is a five-day professional course for the people who build Unifier. Learners translate written procedures into requirements, create data definitions and data elements, design forms, configure every business process type, build workflow schemas with conditional routing, set up auto-creation and reference links, configure cost and document processes, and package, test and deploy their work using configuration packages, finishing with a full capstone build assessed against a professional rubric.
Target Audience
- PMIS consultants and implementers configuring Oracle Primavera Unifier
- Unifier system administrators who need to build and maintain business processes
- Business analysts translating owner procedures into system requirements
- Project controls and cost professionals moving into PMIS configuration roles
- Digital delivery and PMO leads responsible for governing Unifier design standards
Prerequisites
- UNF-101 Unifier for End Users, or equivalent working experience in Unifier
- UNF-201 Cost and Contract Management is strongly recommended for cost process design
- Understanding of construction project procedures such as RFIs, submittals, change and payment
- Comfort with structured data concepts such as fields, data types, lists and simple formulas
Learning Objectives
- Translate a written project procedure into a documented business process requirement and design
- Create data definitions and data elements with appropriate data types, pick-lists and validations
- Design upper forms, detail forms and line-item forms with logical layout, formulas and dynamic behaviour
- Configure single-record, line-item, cost, document and text business processes and select the right type for each need
- Build workflow schemas with steps, conditional routing, parallel review, due dates and send-back paths
- Configure reference business processes, auto-creation and data pickers to link records across processes
- Set up cost business processes to post correctly to the cost sheet, SOV and cash flow
- Test, version, package and deploy configurations safely using configuration packages
- Apply design governance, naming conventions and documentation standards for maintainable deployments
Detailed Course Outline
1Day 1 · Module 1: The uDesigner environment
- Role of uDesigner in the Unifier configuration lifecycle
- Design, test and deploy states and what each means for live projects
- Company-level versus shell-level configuration
- Development, test and production environment strategy
2Day 1 · Module 2: From procedure to requirement
- Reading an owner procedure and extracting fields, roles, steps and rules
- Requirement templates and field specification sheets
- Choosing the business process type and level
- Design review sign-off with the business owner
3Day 1 · Module 3: Data definitions and data elements
- Basic and advanced data definitions
- Data types, sizes, pick-lists and dynamic data sets
- Creating and reusing data elements and naming conventions
- Impact of changing a data element already in use
4Day 2 · Module 4: Form design
- Upper form and detail form layout, blocks and tabs
- Required, read-only and hidden fields by workflow step
- Formula fields, date calculations and auto-sequencing
- Dynamic data sets and field-level dependencies
5Day 2 · Module 5: Single-record and line-item business processes
- Building a single-record process: RFI and site instruction
- Building a line-item process with detail forms and tabs
- Record numbering, prefixes and sequence formats
- Logs, log views and default filters
6Day 2 · Module 6: Workflow schemas fundamentals
- Steps, links, assignees and step durations
- Completion policies: single, all or consensus
- Send-back, reject and terminate paths
- Workflow setup at shell level: assigning users and groups
7Day 3 · Module 7: Advanced workflow design
- Conditional routing based on field values and thresholds
- Parallel review, sub-workflows and integrated approvals
- Delegation of authority matrices modelled in workflow
- Escalation, reminders and due date management
8Day 3 · Module 8: Linking business processes
- Reference business processes and data pickers
- Auto-creation of records from another process
- Copying data between linked records
- Designing process chains: RFI to site instruction to change
9Day 3 · Module 9: Document and text business processes
- Document-type processes for submittals and drawing review
- Review codes, markups and consolidated comments
- Linking processes to the Document Manager
- Text-type processes for discussions and correspondence
10Day 4 · Module 10: Cost business processes design
- Budget, commitment, change and spends process classifications
- Cost attributes and posting rules to cost sheet columns
- Integrating line items with the CBS and SOV
- Payment application design with retention and deductions
11Day 4 · Module 11: Cash flow, fund and cost sheet configuration
- Cost sheet column design and formula columns
- Cash flow curve templates and distribution profiles
- Fund manager configuration and fund-consuming processes
- Testing cost posting end to end
12Day 4 · Module 12: Attribute forms, shell templates and integration points
- Shell attribute forms and shell hierarchy design
- Shell templates and pushing business process setup to projects
- Designing for integration: REST web services and P6 gateway touchpoints
- Fields and keys required for ERP and reporting integrations
13Day 5 · Module 13: Testing and quality assurance
- Unit, workflow and end-to-end test scripts
- Role-based testing with test users
- Defect logging, retesting and regression checks
- User acceptance testing with business owners
14Day 5 · Module 14: Configuration packages and deployment
- Creating, comparing and exporting configuration packages
- Importing into test and production and handling conflicts
- Versioning, release notes and rollback planning
- Deploying changes to business processes with live records
15Day 5 · Module 15: Design governance and capstone
- Naming conventions, design standards and configuration registers
- Change control boards for configuration requests
- Documentation for handover and support
- Capstone build, peer review and presentation
Learning Outcomes
- Build complete, production-quality Unifier business processes from a written procedure
- Design workflows that enforce delegation of authority and approval thresholds reliably
- Configure cost processes that post correctly to the cost sheet, SOV, cash flow and funds
- Deploy configuration changes safely across development, test and production
- Produce design and test documentation that satisfies owner and PMO governance
- Reduce configuration defects, rework and user workarounds on live deployments
- Lead configuration workstreams on Unifier implementation projects
Hands-on Workshops & Practical Exercises
Requirements clinic
Analyse a government owner's change management procedure and produce a signed-off requirement specification, field list and workflow diagram.
RFI and site instruction build
Build a single-record RFI and a line-item site instruction process with data elements, forms, numbering and logs.
Delegation of authority workflow
Model a value-based approval matrix with conditional routing, parallel technical review and escalation.
Linked process chain
Configure reference links and auto-creation so an approved site instruction generates a potential change record with copied data.
Cost process lab
Configure a commitment and payment application process that posts to the cost sheet, SOV and cash flow, then test posting end to end.
Package and deploy
Build a configuration package from development, import it into a test environment and resolve deployment conflicts.
Capstone: procedure to production
Design, build, test and package a complete business process set for a given owner procedure, then present it for a rubric-based design review.
Duration
Delivered over five consecutive days in the classroom, or as ten live online sessions of 3.5 hours with capstone work between sessions.
Delivery Methods
Online
Live, instructor-led virtual classroom in ten 3.5-hour sessions, with a personal uDesigner development environment and instructor design reviews.
Classroom
Five-day public course at the Academy in Riyadh and regional venues, with a dedicated uDesigner environment per learner.
On-site Corporate Training
Private cohort at your premises, building against your own procedures, design standards and development environment.
Assessment Method
- Continuous practical assessment during the workshops
- Practical capstone build assessed against a published design and configuration rubric
- End-of-course online exam (40 questions, 75% pass mark)
- Minimum 80% attendance
Certificate Awarded
Arkan Academy · Professional
Arkan Professional Certificate: Business Process Design with uDesigner
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 35 recorded learning hours.
ID · ARK-UNF-301-XXXXXX
Career Benefits
- Qualify for Unifier configuration and implementation consultant roles
- Demonstrate hands-on uDesigner capability expected by system integrators and owner PMOs
- Command higher value on implementation projects by owning design, build and deployment
- Build the foundation for Unifier solution architect and PMIS lead roles
- Become the internal configuration authority for your organization's Unifier platform
Recommended Next Course
Professional Competencies Achieved
- Business process requirements analysisAdvanced
- Data definition and form designAdvanced
- Workflow schema designAdvanced
- Cost business process configurationPractitioner
- Configuration packaging and deploymentPractitioner
- Configuration governancePractitioner
Talent Development & Career Opportunities
Distinction graduates of this course are typically considered for Unifier configuration analyst and junior solution consultant roles on implementation projects for government owners, PMCs and giga-project developers.
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.