Course Overview
Oracle Primavera Unifier is the project controls and business process platform that government owners, giga-project developers and programme management consultants use to run cost, contract, change, quality and administrative processes in one governed system. Every record raised on a Unifier project, from a request for information to a payment application, moves through a configured workflow, and every participant is accountable for the step assigned to them.
Unifier for End Users is the Academy's entry-level course for everyone who initiates, reviews or approves records in Unifier. In one practical day, learners move from understanding shells and navigation to creating business process records, completing workflow tasks, attaching documents, using logs and running reports, working in a realistic owner-configured environment that reflects how Saudi government and mega-project organizations deploy Unifier.
Target Audience
- Engineers, project managers and package managers working on a project that uses Oracle Primavera Unifier
- Owner, PMC and consultant staff who review and approve records such as change requests, RFIs and payment applications
- Contractor personnel who submit records to an owner through a Unifier portal
- Project controls, cost and contracts team members starting to work in Unifier
- Administrative, finance and procurement staff who participate in Unifier approval workflows
- New PMIS support staff, as the foundation for the Cost and Contract Management and uDesigner courses
Prerequisites
- No previous Unifier experience is required
- General understanding of construction project processes such as RFIs, submittals, change and payment
- A laptop with a modern web browser; Academy training accounts are provided
Learning Objectives
- Explain how Unifier organizes work into the company workspace, programs and project shells
- Navigate the Unifier home page, shell navigator, tasks, notifications and user preferences
- Distinguish the main business process types: single-record, line-item, cost, document and text
- Create, save as draft and submit a business process record with complete, valid data
- Act on a workflow task by accepting, completing, sending back or reassigning it with comments
- Attach files to records and locate project documents in the Document Manager
- Use business process logs, filters, saved views and find to locate records quickly
- Run and export user-defined reports and read a project dashboard
Detailed Course Outline
1Module 1: Unifier on a capital project
- Why owners run cost, contract and project processes in a single governed platform
- The company workspace, programs and project shells
- Users, groups and permissions: why you see what you see
- Logging in, the home page and switching between shells
2Module 2: Navigating the interface
- Shell navigator, bookmarks and recent items
- Tasks, drafts, messages and notifications
- User preferences: time zone, date format, language and delegation
- Mobile and email notification behaviour
3Module 3: Understanding business processes
- What a business process is and how it enforces a procedure
- Single-record, line-item, cost, document and text business process types
- Upper form, detail form, line items and required fields
- Record status, record number and the audit log
- Reference records and linked business processes
4Module 4: Creating and submitting records
- Creating a record from a log
- Completing required and pick-list fields correctly
- Adding line items and attachments
- Saving drafts, validating and sending for workflow
- Common submission errors and how to avoid them
5Module 5: Participating in workflows
- How a workflow schema routes a record from step to step
- Accepting a task and working within the task due date
- Completing, sending back and declining with comments
- Linked mail, comments and markups on attachments
- Tracking the workflow progress and history of a record
6Module 6: Documents and attachments
- The Document Manager folder structure and permissions
- Uploading, viewing and downloading project documents
- Attaching documents to business process records
- Revisions, check-out and check-in
7Module 7: Logs, reports and daily productivity
- Business process logs, filters, find and saved views
- Running and exporting user-defined reports
- Reading project and shell dashboards
- Good practice for managing your task list on large projects
Learning Outcomes
- Work independently in Unifier on a live project without supervision
- Raise records with complete, correct data that are not returned for rework
- Clear workflow tasks within agreed durations and leave a clear audit trail
- Find any record, attachment or status in seconds using logs and saved views
- Produce routine reports for managers without manual spreadsheet compilation
- Reduce approval delays caused by misrouted, incomplete or forgotten tasks
Hands-on Workshops & Practical Exercises
Project induction lab
Log in to a configured owner environment, set preferences and delegation, and locate your project shell, tasks and key logs.
Record lifecycle exercise
Raise a request for information and a line-item change request, attach supporting documents and send both into workflow.
Workflow role play
Act as reviewer, approver and originator in a multi-step approval, sending a record back with comments and resubmitting it.
Log detective
Answer a set of real-world status questions (who holds this record, how long it has been pending, what was approved) using only logs, filters and audit history.
Reporting sprint
Run, filter and export user-defined reports to produce a weekly open-items summary for a project manager.
Duration
Delivered as one full day in the classroom, or as two live online sessions of 3.5 hours.
Delivery Methods
Online
Live, instructor-led virtual classroom in two 3.5-hour sessions, with individual Academy Unifier lab accounts and breakout support.
Classroom
One-day public course at the Academy in Riyadh and regional venues, with a dedicated Unifier lab environment per learner.
On-site Corporate Training
Private cohort at your premises, delivered on your own Unifier shells, business processes and approval workflows.
Assessment Method
- Continuous practical assessment during the workshops
- End-of-course online knowledge check (20 questions, 70% pass mark)
- Minimum 80% attendance
Certificate Awarded
Arkan Academy · Foundation
Arkan Certificate of Achievement: Oracle Primavera Unifier for End Users
Awarded to learners who meet the attendance requirement and pass the knowledge check. Carries a unique verification ID and 7 recorded learning hours.
ID · ARK-UNF-101-XXXXXX
Career Benefits
- Meet the Unifier competence requirement set by owners and PMCs for project staff
- Become productive on a new Unifier deployment immediately, without on-the-job trial and error
- Build the foundation for a career in PMIS, project controls or cost management
- Demonstrate digital project delivery skills valued by government owners, EPC contractors and consultants
Recommended Next Course
Professional Competencies Achieved
- Unifier navigation and shell structurePractitioner
- Business process record creationPractitioner
- Workflow task participationPractitioner
- Document and attachment managementWorking
- Operational reportingWorking
- Business process configurationAwareness
Talent Development & Career Opportunities
Distinction graduates of this course are typically considered for Unifier go-live floor-walking, first-line user support and business process data entry roles on owner and PMC deployments.
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.