OraclePrimaveraUnifier基礎培訓課程

AlexanderJing(alexander.jing@) Page

OraclePrimaveraUnifierPartnerEnablementTraining

CourseName:OraclePrimaveraUnifierPartnerEnablementTraining

SoftwareVersion:PrimaveraUnifier15.1.4

CourseDuration:5Days

CourseType:OraclePrimaveraOriginalTraining

CourseDescription:

Thisimplementation-orientedtrainingcourseisspeciallydesignedforOraclePrimaverapartners.TheobjectiveistoenablethemtomasterthefundamentalskillsofUnifierimplementationprojectquicklyandeffectively.Afterthecourse,theparticipantsaresupposedtoclearlyunderstandthemajorconceptsandterminologies,productpositioningandvalue,theinteroperabilitywithERPsystem,thebusinessprocessofprojectcostcontrolandprojectdelivery.Meanwhiletheywillacquirethehands-onskillsofsysteminstallationandconfiguration,projectcontrolstructuredesign,end-to-endcostcontrolbusinessprocessconfiguration,custombusinessprocessdesign,stagegateandBIreportingsetup,cashflowanddashboardsconfiguration,P6integrationsetupandetc.

CourseAudience:

ProjectControlBusinessAnalyst

UnifierImplementationConsultant

UnifierSystemAdministrator

Prerequisiteskills:

CapitalProjectManagementBasis

OracleDatabaseAdministrationBasis&SQL

OracleWebLogicServerBasis&Administration

Laptoprequirements:

MicrosoftWindows7orabove

8GPhysicalMemory

35GFreeDiskSpace

InstalledVMwareWorkstation10.0orabove

CourseAgenda:

Day1：UnifierSystemOverview&Installation

KeyPoints:Unifiersystemcomponents,keyfeatures,targetmarket,businessvalueandsuccesscases,Unifiersystemsetup,configurationandnavigation.

MorningSession(10:00~12:30)

Sign-in,trainingcourseintroduction

Unifierprojectcontrolsystemoverview

Unifiersystemlivedemo

AfternoonSession(14:00~17:30)

Unifiersysteminstallationandsetup

Companyandusercreation,permissionmanagement

Day2：Unifiersystemconfiguration

Keypoints:Unifiersystemadministration,Shell/Projectandhierarchycreation,systemnavigation,projectcostcontrolBPsetup,Project/Shellnavigationsetup.

MorningSession(9:30~12:30)

ProjectcontrolhierarchyandShell

Singleinstanceshellcreation-Organization

Multipleinstanceshellcreation-Geography

Multipleinstanceshellcreation-Regions

DefineShellhierarchy

CreateShellinstances

AfternoonSession(14:00~17:30)

ConfigureUnifiernavigationTab

SetupProjectcostcontrolBP

CreateProjectCostSheet

Definecostcontrolbusinessrules

Create/ImportqualifiedVendors

ManageCompanyFunding

Day3：UnifierProjectCostControlProcess

KeyPoints:IntroduceUnifierprojectcostcontrolobjectsandBPs

MorningSession(9:30~12:30)

ProjectCostControlprocessintroduction

SetupProjectCostAccount

Assignannualbudget(BudgetApproval)

Appendannualbudget(BudgetChanges)

Createsiteconstructioncontract(Contracts)

Dealingwithcontractchanges(ChangeOrders)

AfternoonSession(14:00~17:30)

Fundingproject(FundAppropriations)

Applyprogresspayment(PaymentApplications)

SyncERPActual(Payments）

CreateBlanketPurchaseOrder(BPO)

ConsumeBPOservices(WorkReleases）

Setupcostcontroldashboards(Dashboards)

TheinteroperabilitybetweenPrimaveraandERP

Day4：CreateCustomBusinessProcess

KeyPoints：BusinessProcessintroduction.StepbysetupcreateWorkOrderBPandProjectAdminExpenseBP,deployandtestBP.

MorningSession(9:30~12:30)

BusinessProcessintroduction

WorkOrdercustomBPintroduction

Createdatadefinition,dataelementandupperform

Definedetailform

AfternoonSession(14:00~17:30)

CreateWorkOrderBPworkflow

CreateBPstandard&advancedLogs

Defineformulafordataelements

DeployandsetupWorkOrderBP

TestWorkOrderBP

Auto-CreateNoticetoProceedBP

CreateandtestProjectAdminExpenseBP

Day5：UnifierProjectDelivery

KeyPoints:UnifierDocumentManagementSystem,ReportingSystem,MajorProjectdeliveryBP,StageGate,IntegrationwithP6,Cashflow.

MorningSession(9:30~12:30)

UnifierDocumentControlSy