Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14
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Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14 - Stephen D. Kelly
Table of Contents
Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14
Credits
About the Author
About the Reviewers
www.PacktPub.com
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Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
PCM history
PCM versions
Quick look at Version 14
PCM concepts
What this book covers
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Welcome to Oracle Primavera Contract Management v14
Contracts
The contract in simplified terms
Oracle Primavera Contract Management in a nutshell
Don't be afraid
Summary
2. Information Overload
Types of project information
Where does all this information come from
Using a hierarchical structure
Storage of information
Summary
3. So Much to Manage
Types of information
Information sent or received
Information sent
Information received
Module Types
Requests
Notices
Noncompliance Notice
Proposals
Changes
Summary
4. The Almighty Spreadsheet
Overusage of the spreadsheet
Accountability
My spreadsheet
Spreadsheet = silo
Summary
5. There Is a Better Way
What to use
Accessibility
Security
Integration
Capabilities
Configuration and customization
Output
Forms
Reports
Letters
Dunning Letters
There are options
Summary
6. The Big Picture
Thirty-thousand foot view
The money
A matter of perspective
Understanding the hierarchy
Project hierarchy
The cost hierarchy
Summary
7. System versus Silo
Typical silo approach
What's wrong with this approach
The system approach
Summary
8. Follow the Money
It starts with the Cost Worksheet
Contracts
Actuals
Procurement
Variances
Miscellaneous
Drilling down to the detail
Summary
9. The Only Constant Is Change
Understanding the process
What happens on the Cost Worksheet?
Example of a Change Management matrix
Budget Contract Estimated Phase
Document Type
To and From
Cost Worksheet
Commitment Contract(s) Estimated Phase
Document Type
To and From
Cost Worksheet
Commitment Contract(s) Quoted Phase
Document Type
To and From
Cost Worksheet
Budget Contract Quoted Phase
Document Type
To and From
Cost Worksheet
The Negotiated Phase
Budget Contract Negotiated Phase
Document Type
To and From
Cost Worksheet
Commitment Contract Negotiated Phase
Document Type
To and From
Cost Worksheet
The Final Phase
Budget Contract Final Phase
Document Type
To and From
Cost Worksheet
Commitment Contract Final Phase
Document Type
To and From
Cost Worksheet
Budget Contract Beyond Final Phase
Document Type
To and From
Cost Worksheet
Commitment Contract Beyond Final Phase
Document Type
To and From
Cost Worksheet
Following a change
Issues
Initiating the change
Rejecting a change
Types of changes
Summary
10. Time to Get Paid
Cost Worksheet and payments
Difference between Payment Requisitions and Invoices
Setting up the Payment Certificates module
Cost options
Project Settings
Cost Settings (Contract level)
Creating the Payment Requisition template
Adjusting and adding Pay Items
Processing payments
Invoices
Summary
11. Reading your Crystal Ball
How is this possible
Forecasting
Trends
Summary
12. Managing Drawings
What are drawings
Adding drawings to my project
One by one
Import
Third-party import tools
Managing drawings
Revising drawings
Distributing drawings
Summary
13. Processing Submittals
Submittal overview
Concepts for submittal management
Multiple reviewers
The submittal register
Submittal setup
Submittal packages
Group by specification section
Group by vendor
Managing submittals
Transmittals
Summary
14. Out in the Field
Request for Information
Meeting Minutes
Daily Reports
Punch List
Summary
15. P6 and PCM
Connecting the tools
P6 connected to PCM
All modules
Daily reports
Submittals
Payment requisitions
PCM connected to P6
Schedule information
Update cost information
Dictionary information
Summary
16. Where Do We Go from Here?
One man's opinion
The next step
No one likes change
Proper implementation
Proper training
Mentoring
Summary
17. The New Contract Management Tool
History
What does this mean?
What does Unifier do for you?
Summary
Index
Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14
Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14
Copyright © 2012 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: December 2012
Production Reference: 1041212
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-690-7
www.packtpub.com
Cover Image by Asher Wishkerman (<wishkerman@hotmail.com>)
Credits
Author
Stephen D. Kelly
Reviewers
Daniel L Williams
Deepak Vohra
Bryan Gardner
Acquisition Editor
Rukhsana Khambatta
Lead Technical Editor
Unnati Shah
Technical Editors
Dipesh Panchal
Sharvari Baet
Copy Editor
Alfida Paiva
Project Coordinator
Michelle Quadros
Proofreader
Lawrence A. Herman
Indexer
Hemangini Bari
Graphics
Valentina D'silva
Aditi Gajjar
Production Coordinator
Shantanu Zagade
Cover Work
Shantanu Zagade
About the Author
Stephen D. Kelly graduated from Oregon State University in 1982 with a degree in Construction Engineering Management. He got his start with a mid-sized general contractor who was willing to take a chance with this college graduate and they both saw the benefits of a computer system in the contracting world. Even though the personal computer had not yet come to the scene, Steve was very interested in how computers could help the construction industry to manage time, cost and improve efficiencies. Steve used his knowledge gained at the University and a lot of on-the-job-training
along with his love for computers to advance in the construction industry. He then moved to computerized estimating and building estimating databases to allow estimators to become more efficient and more accurate. The problem was that the more accurate the estimator became, the more projects he would lose as he was more accurate and not bound to miss anything.
After working for many years in the construction industry in various positions and organizations, Steve decided he wanted to work for many companies at once and help them computerize their business in the construction industry. At this time, Primavera had already placed itself in the forefront of the computerized scheduling market with its DOS product, Primavera Project Planner (P3). Primavera then bought Expedition and started to market this as a project communication and cost controls tool to accompany their flagship product. The rest (as they say) is history.
Steve has been implementing and training with the Primavera suite since 1985. He has worked around the world in many large organizations to help them understand project controls and how to properly implement and use a tool such as Oracle Primavera Contract Management. His company, Pro Management Systems, Inc. has built many third-party applications to enhance the abilities of PCM. Steve has a passion, and is known for his desire to understand a business before even talking about the various tools available. Like he says, I want to learn how you do business and then figure out how to possibly improve those processes and wrap the tools around them.
He relates project management to the fireman profession. He has given speeches on this comparison saying, Even if a fire is put out quickly, there is always residual damage to deal with.
In other words, it is better to keep the fires from starting at all.
He likens that concept to project management and uses the Primavera tools to allow his clients to be proactive rather than reactive. He says, Why not let the computer tell me what information needs my attention, it is much smarter and faster than I ever dreamed.
Steve has a wonderful, supportive wife of 30 years, five children, and two grandchildren. He lives on a small farm in Oregon where he enjoys time in the out of doors.
I would like to acknowledge that this book would not be possible if it were not for all the wonderful clients I have had the pleasure to work with over the years. University can teach you many things, but book knowledge is not enough in this business. It takes many years of learning from your peers. There are too many to list but you know who you are from the very beginning working with this greenhorn
college graduate, up through today. Anyone who says he has arrived and knows all about this business is lying. There is so much to learn. I'd like to thank everyone who has had an influence. I cannot leave out my wife Linda and my five children: Dan, John, Kristin, Joe, and David, who have put up with many days, weeks, and months of me travelling around the world while Linda was left home holding down the fort. The most important influence in my life journey is the Lord Jesus Christ. May He get all the glory of all I do.
About the Reviewers
Daniel L Williams first began working with Primavera in 2001 as part of an integration project with JD Edwards World. Since then, he has helped numerous clients integrate Primavera with many other systems, including PeopleSoft, Timberline, and Oracle EBS. His work revolves around helping people make best use of Primavera and other software investments. Sometimes this involves heavy integration; sometimes it involves customization and automation of business processes. Sometimes it simply involves listening to people talk through their business goals and helping them come up with workable solutions. Daniel's background includes a Ph.D. in Physics from Caltech, many years of programming in C, C++, and C#, and for the past decade leading numerous software development projects oriented around Primavera. Dr. Williams is the author of Oracle Primavera P6 Version 8: Project and Portfolio Management, Packt Publishing.
I would like to thank my wife, Heather, for being the cornerstone of our family and allowing me to pursue a career I love.
Deepak Vohra is a consultant and a principal member of the NuBean.com software company. Deepak is a Sun Certified Java Programmer and Web Component Developer, and has worked in the fields of XML, Java programming, and J2EE for over five years. Deepak is the co-author of the book Pro XML Development with Java Technology, Apress and was the technical reviewer for the book WebLogic: The Definitive Guide, O'Reilly Media. Deepak was also the technical reviewer for the book Ruby Programming for the Absolute Beginner, Course Technology PTR, and the technical editor for the book Prototype and Scriptaculous in Action, Manning Publications. Deepak is also the author of the books JDBC 4.0 and Oracle JDeveloper for J2EE Development, Packt Publishing, Processing XML documents with Oracle JDeveloper 11g, Packt Publishing, and EJB 3.0 Database Persistence with Oracle Fusion Middleware 11g, Packt Publishing.
Bryan Gardner has more than 15 years of experience in various areas of construction administration, project control, and project management. Prior to joining Critical Business Analysis in 2004, he had managed many projects in the commercial and educational segments of construction. During that time, Bryan gained significant insight into enterprise management systems and information technology for construction. In addition to his years of hands-on experience with Primavera products, in the last eight years, Bryan has consulted for many large and medium size firms for Contract Manager and P6, including clients in the oil and gas, engineering and construction, aviation, manufacturing, and public works sectors.
Bryan is a certified Trainer and Implementation Consultant for Primavera Contract Management and P6. Bryan is proficient in the use of the Oracle BI Publisher and Sybase InfoMaker report writers in conjunction with Primavera products and trains others to be as well.
Bryan has presented on Contract Management topics at the Primavera User Conference in 2007 and 2008 as well as the Collaborate conferences in 2011 and 2012.
Most recently Bryan has been working with the Project Controls group of a major Canadian oil company, working their business functions and specialized reporting requirements into the Primavera application set. Bryan works each day to support the successful implementation and long term use of Contract and Project Management systems, utilizing his real world and consulting experience to provide a sensible and functional solution.
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Preface
For years there has been a call to have a third-party book available for Oracle Primavera Contract Management (PCM). There are many how-to
books written for Primavera P3-P6, why not for PCM? The problem with writing a how-to
book for PCM is that the application can be configured in many different ways to accommodate the organization. Scheduling is scheduling; everyone performs that task pretty much the same way. However, there is no one way to manage contracts and therefore no one way to use PCM. Every organization is different and has different processes for each of the 33 available modules within PCM. So, a book cannot be written as a how to use
PCM for your organization. This book will review the best practice concepts of managing contracts and communication and how to use PCM as a tool to reinforce these concepts. There are several tools available to organizations that provide similar functionality to PCM. They all have their strengths and weaknesses; none of them are perfect.