Oracle Primavera P6 Project Portfolio Management & Oracle Primavera Contract Management

Transcription

1 Oracle Primavera P6 Project Portfolio Management & Oracle Primavera Contract Management Primavera Project Management Solution Seattle, Washington nu-solutions.com Anchorage, Alaska

2 Who we are Nu Solutions provides project management professional services. A single source for integrated design, estimating, scheduling, cost and execution. Customized training Augment labor for scheduling and project controls Software sales Oracle Autovue Oracle Primavera P6, CM, Risk, EVM Synchro 4D Scheduling Hard Dollar Estimating Cost Management

3 Linking the Two Technical Configuration Application Configuration Transferring Data Overview What can be transferred in each direction How to transfer it Progress and Update Create the SOV in Contract Management Progress the cost loaded schedule Import the progress to generate a monthly requisition Review the budget using the cost worksheet

4 Getting Them Linked Contract Management Server Configuration JDBC Connection based on: Database Name Computer Name Port MSSQL Server Name (example: SERVER) Oracle SID (example: CMORA) Database User (default: privuser) Database Password (default: privuser)

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6 Project Configuration Set per project within Project Settings

7 Admin Preferences Project Details Contract Management Tab

8 P6 Data within Contract Management Schedule Linked through the Schedule portion of a module Select Activities directly

9 P6 Data within Contract Management Modules Communication RFIs, Notices, Noncompliance Notices Contract Information Contracts, Purchase Orders, Proposals, Change Orders, Procurement Logs Drawing Sets, Submittals and Packages, Materials, Daily Reports Submittals Update from Schedule vs. Update from Lead Daily Reports Can be Filtered based on the Responsibility Project Activity Code Project Information Schedule

10 P6 Data within Contract Management Schedule Live Data Control Center Summary Data

11 P6 Data within Contract Management Schedule Information Create and Update Activities Update Cost Information Create and Update Expenses Budgeted vs. Committed Project Activity Codes Responsibility from Vendor Information Contracts from Contract Number Bid Package from Bid Package Dictionary Submittal Activity from Submittal Activities Global Activity Codes Spec Section from Specification Section Dictionary Cost Accounts from Cost Codes

12 P6 Data within Contract Management Opening a project that s linked to Contract Management

13 P6 Data within Contract Management The import from Contract Management Dialog

14 P6 Data within Contract Management Import Report View Results Launch Contract Management

15 P6 Data within Contract Management Adding Contract Management content Click Customize Check all desired boxes under the Contract Management section

16 Contract Management within P6 Web Application Dashboard vs. Project Workspace Dashboard Portlets Only can be used to display Cost Worksheet information As many Cost Worksheets will appear as linked projects in a portfolio Project Workspace Portlets Selected modules based on the project link defined in the Project Management client Example:

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31 Helpful Knowledgebase Articles How to link a Project Management MSSQL database to Contract Management How to link a Project Management Oracle database to Contract Management How to link Project Management to Contract Management using SSL Can Contractor work with Contract Management? Contract Management portlets do not display in PrimaveraWeb Contract Management Summary Schedule Percent Complete shows zero when project is in progress

32 Nu Solutions Customer Center: Oracle Primavera Training Information: Support Contact Information: