Primavera Unifier: Administration — Lesson 3: Permissions, Data Management, Reports, Interfaces, and Integration

Learning Objectives

• Explain the architecture, workflow, or business purpose behind company, shell, business-process, and record-level permissions.
• Apply data cubes, cost sheets, code structures, and data maintenance and user-defined reports, dashboards, scheduled outputs, and distribution in a controlled scenario.
• Validate outcomes and troubleshoot risks involving web services, imports, exports, integration monitoring, and reconciliation.

Detailed Topics

• company, shell, business-process, and record-level permissions
• data cubes, cost sheets, code structures, and data maintenance
• user-defined reports, dashboards, scheduled outputs, and distribution
• web services, imports, exports, integration monitoring, and reconciliation

Instructor Demonstration

Demonstrate company, shell, business-process, and record-level permissions within a capital-project organization standardizing a controlled Unifier template from configuration through rollout and operations, then capture the exact configuration, command, transaction, report, model, query, code, or process evidence that proves the result for lesson 3.

Hands-On Exercise

Implement a controlled exercise covering data cubes, cost sheets, code structures, and data maintenance and user-defined reports, dashboards, scheduled outputs, and distribution, then introduce and resolve an exception involving web services, imports, exports, integration monitoring, and reconciliation while preserving before-and-after evidence.

1. Confirm the environment, identities, inputs, dependencies, risks, and expected outcome.
2. Complete the course-specific configuration, development, analysis, or process workflow.
3. Capture settings, commands, data, outputs, logs, reports, screenshots, calculations, or test results.
4. Compare the observed result with acceptance criteria and document corrective action.

Scenario Analysis

• Identify the technical or business decision that must be made.
• Compare valid approaches and their security, performance, reliability, cost, compliance, and support trade-offs.
• Define rollback, recovery, ownership, communication, and evidence requirements.

Troubleshooting Guidance

Diagnose issues across company, shell, business-process, and record-level permissions, data cubes, cost sheets, code structures, and data maintenance, user-defined reports, dashboards, scheduled outputs, and distribution, web services, imports, exports, integration monitoring, and reconciliation without making an unverified production change. Separate symptoms from causes, gather evidence, test the smallest reversible correction, rerun validation, and record preventive action.

Validation Checklist

• The requirement, scope, inputs, dependencies, and expected result are documented.
• The result is reproducible and supported by course-specific evidence.
• Normal, boundary, failure, security, performance, and operational conditions are reviewed.
• Exceptions, rollback, ownership, and the next improvement priority are recorded.

Lesson Outcome

Learners can apply Permissions, Data Management, Reports, Interfaces, and Integration in a realistic Primavera Unifier: Administration scenario and validate the result with documented evidence.