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.