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Capital Planning and Project Management.

Unifier Learning Center

Welcome to the Capital Planning | Project Management Unifier Learning Center. The online learning center is a communication and resource tool to support the PMIS/Unifier training program.

PMIS Training Calendar

There is currently no scheduled training. To schedule training please contact the Unifier Help Line: 612-626-CPPM (2776)

Unifier Training

Unifier Overview

The Unifier Overview curriculum offers a first look into the Unifier user interface. Unifier is a system for managing the flow of information in projects, providing a seamlessly automated and integrated environment across the lifecycle of your company's facilities, from planning, design, procurement, construction, and into operations and maintenance.

Unifier Communication

This class is an introduction to the uMail and Action Item business process in Unifier. The participant is given an overview of techniques and best practices in using the uMail and the Action Item business process.

Unifier Executive Overview

This training is an overview of the PMIS Unifier's uMail, User Define Reports and Dashboard function. The objective fo the overview is to give an introduction to the navigation skill sets used to retrieve status information and reports from both the company and project level.

*The Executive-Unifier Overview is slated for members of CPPM Leadership, Executive Teams and/or there Administrative Assistant.

Project Accounting

This class is an introduction to the Consultant/Vendor Budget Management business process in Unifier. The participant is given an overview of the following business processes:

  1. Building a Budget in Budget Builder
  2. Budget Changes
  3. Purchase Orders
  4. Invoicing
  5. Change Order Request
  6. Contract Amendment - Consultant/Vendor
  7. SOV
  8. Unifier's Cost Sheet

Contractor Payment Applications

This class is an introduction to the Contractor's Budget Management business process in Unifier. The participant is given an overview of the following business processes:

  1. SOV
  2. PO- Payment Application
  3. CO - Payment Application
  4. Payment Application
  5. Contract Amendment - Prime Contractor
  6. Unifier's Cost Sheet

Purchase Order

A Purchase Order (PO) is a commercial document issued by a buyer to a seller, indicating the type, quantities and agreed prices for products or services that the seller will provide to the buyer.

Plan Review

This class is an introduction to the Plan Review business process in Unifier. The participant is given an overview of how to create a Plan Review, distribute documents, collaborate and add/manage comments to drawings.

UMail

This class is an introduction to the uMail business process in Unifier. The participant is given an overview of the uMail user interface and introduced to the functions and best practices of using this communication tool within the project PMIS.

Document Manager

This class is an introduction to the Unifier Document Management System in Unifier. The Participant is given an overview in managing and manipulating the DMS, downloading/uploading documents and setting/view folder permissions.

Cost Sheet

Participants are introduced to Unifier's Project Cost Sheet functions, formulas and relationship to Unifier's cost type business processes.

Capital Planning - Project Management Unifier Workshop

Capital Planning | Project Management staff only. Participants are incouraged to bring their projects and related Unifier questions to the workshop and partner with Unifier administrator to complete task and increase competencies.

Project Initiation

Review of the business processes and procedures to set up and initiate a CPPM project in Unifier.

Progress Update BP - Month End Report

A comprehensive overview of Unifier and PMIS processes to implement the Progress Update BP. Unifier's Progress Update BP provides an interface for organizing and disseminating basic project information, project phase changes and project status.

Unifier Support

What is Unifier?

Unifier is a purpose-built platform that manages and organizes project management information. The platform encourages disciplined processes and better performance management as well as saves time and effort of project manager organization. Unifier improves collaboration, minimizes claims, establishes benchmarks, and reduces change orders.

Browser Settings/Computer Setup Information

Unifier Hotline Support

If you have any questions or need assistance with Unifier, please do not hesitate to call our hotline.

Phone:
612-626-CPPM (2776)

Hours Available:
Monday - Friday
7 a.m. - 5 p.m. CST


Unifier Resources


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Contact Webmaster | Revised: December 21, 2012