Worksflows, Forms & Services using Oracle Primavera Cloud

Take your project management to the next level with the course Workflows, Forms & Services using Oracle Primavera Cloud. This training is specifically designed for professionals who want to digitize and automate business processes within the powerful Primavera Cloud environment. You will learn how to use the built-in Workflow Designer to create visual process flows, including conditional logic, parallel tasks, and automatic triggers. In addition, you will discover how to build dynamic input screens with Custom Forms that seamlessly integrate with project data, risk management, and change requests. Think of automating approval processes for project initiatives, collecting input via standardized forms, and linking actions to specific project statuses or milestones.

During the course, you will work hands-on with tools such as the Form Configuration Tool, Workflow Rules Engine, and Service Integrations, enabling you to connect processes to other modules like Schedule, Cost, and Risk. You will learn how to use user roles and permissions to ensure governance, and how to monitor progress using notifications and escalations. After completion, you will be able to independently design workflows, configure forms, and manage services that increase efficiency, transparency, and control within your project organization. This course is indispensable for PMOs, project controllers, functional administrators, and anyone who wants to make optimal use of Primavera Cloud.

Topics:

• Navigation & Setup
• Creating a new workflow design
• Adding task & decision steps
• Validating and publishing the workflow
• Creating a new form
• Validating and publishing the form
• Assigning forms to workspaces
• Workflow Configuration
• Starting Workflows
• Monitoring Workflows
• Services Integration

This course is intended for experienced Primavera Cloud users and administrators who want to deepen their knowledge. The training is customized and offered by appointment, fully tailored to your organization. You will immediately work with practical examples from your own situation for optimal results and an efficient project organization.

We offer this training in a hybrid format, allowing you to choose whether to participate in a physical classroom environment or online through Microsoft Teams. Do you have questions about our course schedule? Please contact us via Whatsapp or email: info@aramacademy.com.