overview and roadmap of oracle primavera contract management
TRANSCRIPT
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Overview of Primavera Contract Management
Kri
sta
La
mb
ert
Ka
te M
cG
ett
iga
n
Ora
cle
Pri
ma
ve
ra P
rod
uct
Str
ate
gy
The follo
win
g is inte
nded t
o o
utlin
e o
ur
genera
l
pro
duct direction.
It is inte
nded f
or
info
rmation
purp
oses o
nly
, and m
ay n
ot
be incorp
ora
ted into
any c
ontr
act.
It is
not a c
om
mitm
ent to
deliv
er
any
mate
rial, c
ode,
or
functionalit
y, a
nd s
hould
not
be
Safe Harbor Statement
2
mate
rial, c
ode,
or
functionalit
y, a
nd s
hould
not
be
relie
d u
pon in m
akin
g p
urc
hasin
g d
ecis
ion. T
he
develo
pm
ent,
rele
ase,
and t
imin
g o
f any f
eatu
res
or
functionalit
y d
escribed f
or
Ora
cle
’s p
roducts
rem
ain
s a
t th
e s
ole
dis
cre
tion o
f O
racle
.
Agenda
•O
verv
iew
of C
ontr
act M
anagem
ent
solu
tion
•E
xte
ndin
g C
ontr
act
Managem
ent
•C
ontr
act M
anagem
ent
futu
re r
oadm
ap
3
•Q
uestions
Co
ntr
act
Ma
na
ge
me
nt
Chang
e M
anag
em
ent
Contr
act M
anag
em
ent
P6
Pro
ject M
anag
em
ent
Ris
k M
anag
em
ent
P6
An
aly
tics / P
6 E
RD
/ B
I /
Re
po
rtin
g
Bu
sin
ess P
roce
ss M
an
ag
em
en
t
Ris
k A
na
lysis
Quantita
tive R
isk A
naly
sis
Primavera Integrated Program Management
Where does Contract Management fit?
4
© 2
01
0 O
racle
Co
rpo
ratio
n
Contr
act M
anag
em
ent
Cla
im M
anag
em
ent
Issue
Manag
em
ent
Ris
k M
anag
em
ent
Pro
ject S
chedulin
g
Resourc
e M
anag
em
ent
Ora
cle
Un
ive
rsa
l C
on
ten
t M
an
ag
em
en
t(o
r o
the
r co
nte
nt m
an
age
men
t syste
m)
Inte
gra
tio
n w
ith
oth
er
co
re A
pp
lica
tio
ns
Quantita
tive R
isk A
naly
sis
Quantita
tive R
isk M
anag
em
ent
Contract Management
Who uses it?
GCs EPCs
ConsultantsSubcontractors
Architects
5
Entire ProjectTeam
Owners
Engineers
Suppliers
Primavera Contract Management
Document Control
Cost Control
Accountability and
Visibility
6
Accountability and Visibility
Who, What, When?
Accountability
and Visibility
•T
eam
colla
bora
tion
•T
akin
g a
ction
•R
eport
ing
•Q
uic
k a
ccess
7
Role based dashboards and KPIs
Accountability
and Visibility
8
Driving Accountability through Actions
and Alerts
Accountability
and Visibility
Actions
Action L
ist
Wo
rkflo
w D
rive
n
En
terp
rise
Wid
e
Pri
nta
ble
/Exp
ort
ab
le
9
Pri
nta
ble
/Exp
ort
ab
le
Control Center
Instant, flexible reporting
Accountability
and Visibility
10
10
Clic
k a
nd V
iew
Reporting
Sin
gle
Pro
ject
Vie
w
Accountability
and Visibility
11
11
Multi-P
roje
ct
Vie
w
Cost Control
AnalyzingBudgets, Commitments, Actualsand
Funding
Cost Control
•G
oal: c
om
ple
te p
roje
cts
on s
chedule
, w
ithin
Budget
•R
equires r
eal tim
e a
naly
sis
of pro
ject
costs
to
elim
inate
surp
rises
•field
/pro
ject le
vel tr
ends –
tim
e to filt
er
back t
o E
RP
•In
tegra
tion to E
RP
12
Compare Costs, Variances
Cost Control
13
Contract Summary
Real time contract inform
ation
Cost Control
14
•Sum
mary
•Changes
•Insura
nce
•Paym
ents
•Subm
itta
ls
Payments
Negotiate and track actuals
Cost Control
•Lin
k c
ontr
act lin
e ite
ms t
o P
6 a
ctivitie
s f
or
easy
update
based o
n a
ctivity’s
perc
ent
com
ple
te
•C
olle
ct
appro
ved c
hanges a
nd m
ate
rials
so n
oth
ing
slip
s
15
The Challenge of Changes
•C
om
ple
x c
hange s
pannin
g m
ultip
le c
ontr
acts
•V
isib
ility
to tota
l eff
ect of change –
Budget
and
Com
mitm
ent
•M
ain
tain
ing C
om
ple
te h
isto
ry f
rom
inception t
o
resolu
tion f
or
cla
im a
void
ance
Cost Control
16
RFI
RFI
RFP
RFP
Quote
Quote
Negotiate
Negotiate
Change
Change
Order
Order
Change Management
Budget
Cost Control
17
Configura
ble
work
flo
w a
nd
doc types
Change Management
Commitments
Cost Control
18
Tra
ck m
ultip
le
co
ntr
acts
fo
r
sin
gle
ch
an
ge
Ea
ch
co
ntr
act
ma
na
ge
d
ind
ep
en
de
ntly fo
r
co
st a
nd
sch
ed
ule
imp
act a
cro
ss fo
ur
ph
ase
s
Change Management Documents
Complete history
Cost Control
19
Document Control
FacilitatingTeam interaction
Document
Control
•W
ho is r
esponsib
le?
•Is
som
eone h
old
ing u
p t
he p
rocess?
•W
ill t
hat dela
y im
pact
my s
chedule
?
•H
ow
do I
main
tain
support
ing c
ontr
act
docum
enta
tion?
•M
ost eff
ective w
ay t
o c
olla
bora
te o
n info
rmation
20
•M
ost eff
ective w
ay t
o c
olla
bora
te o
n info
rmation
requests
, pro
pose s
olu
tions a
nd c
om
munic
ate
answ
ers
to team
?
•Lin
kin
g it all
togeth
er
to m
ain
tain
his
tory
for
the f
utu
re
Calculate days held,
elapsed and overdue
Document
Control
Submittals
Know what’s where and for how long
21
Flexible workflow even
to multiple reviewers
Track versions and all
review cycles
elapsed and overdue
Easily link to P6 Schedule so nothing slips
Document
Control
22
Responsibility tracked via Actions
Document
Control
23
Issues
Document
Control
Tying everything together
•D
ocu
me
nts
tie
d to
ge
the
r cre
atin
g e
lectr
on
ic file
co
mp
ilin
g w
ha
t
ha
pp
en
ed
an
d w
he
n
•B
uild
as it o
ccu
rs o
r se
arc
h la
ter
•F
acili
tate
s C
laim
Ma
na
ge
me
nt
24
All documents in one place
Document
Control
25
•Cre
ate
and S
tore
in c
entr
al lo
cation
•Vers
ion C
ontr
ol
•Conte
nt re
pository
Sta
ndard
In
All
Docum
ents
Sch
ed
ule
Issu
es
Document
Control
26
26
Issu
es
Att
ach
me
nts
Ve
rsio
n C
on
tro
l
Integration with Oracle AutoVuefor Attachments
AutoVueindicator
27
AutoVuemarkup area
Contract Management
Project Inform
ation
Sch
ed
ule
Co
mp
an
ies
Issu
es
Communication
Tra
nsm
itta
ls
Re
qu
ests
for
Info
No
tice
s
No
nC
om
plia
nce
No
tice
s
Le
tte
rs
Co
rrR
ec’d
Contract Inform
ation
Co
ntr
acts
–B
ud
ge
t
Co
ntr
acts
–C
om
mitm
en
t
Co
ntr
acts
–F
un
din
g
Co
st W
ork
sh
ee
t
Tre
nd
s
Pa
ym
en
t C
ert
ific
ate
s
Logs
Da
ilyR
ep
ort
s
Dra
win
gs
Dra
win
g S
ets
Su
bm
issio
ns
Su
bm
issio
n
Pa
cka
ge
s
De
fects
Lis
t
breakdown
28
Co
rrR
ec’d
Co
rrS
en
t
Me
etin
g M
inu
tes
No
tep
ad
s
Sa
fety
Te
lep
ho
ne
Re
co
rds
Pu
rch
ase
Ord
ers
Ch
an
ge
Ma
na
ge
me
nt
Ch
an
ge
Ord
ers
Pro
po
sa
ls
Pro
cu
rem
en
t
invo
ice
s
De
fects
Lis
t
Ma
teri
al D
eliv
ery
Insu
ran
ce
29
Exte
ndin
g C
ontr
act M
anagem
ent
Ties to other applications
Type
examples
ER
PJD
E (
direct)
EB
S, P
eople
Soft
via
AP
Is
Schedule
P6 (
native a
nd
AP
I)
Auto
Vue
Native
Conte
nt
Repositories
UC
M,S
hare
Poin
t,
30
Conte
nt
Repositories
UC
M,S
hare
Poin
t,
JackR
abbit
Ora
cle
Technolo
gie
sS
ingle
Sig
n O
n,W
ebLogic
,
BI P
ublis
her,
BP
M
Types of Inform
ation exchanged with ERP
ERP System
Primavera
Contract
Management
Description
�W
ork
Bre
akd
ow
n
Str
uctu
re (
WB
S)
inclu
din
g fin
an
cia
l
/pro
ject
info
rma
tio
n
�P
roje
ct
�B
ud
ge
t
�C
ost C
od
es
�P
roje
ct,
co
st
co
de
s a
nd
bu
dg
et
esta
blis
he
d in
Co
ntr
act
Ma
na
ge
me
nt
�P
urc
ha
se
Ord
er
�C
on
tra
ct
Co
mm
itm
en
ts
�C
om
mitte
d C
on
tra
ct
cre
ate
d f
rom
Pu
rch
ase
Ord
er
31
Co
mm
itm
en
tsP
urc
ha
se
Ord
er
�C
ha
ng
e
Ma
na
ge
me
nt
/ P
O /
Pro
ject
�C
ha
ng
e
req
ue
sts
�B
i-d
ire
ctio
na
l ch
an
ge
su
pp
ort
�P
rog
ress
Pa
ym
en
ts/A
P
vo
uch
er
cre
atio
n
�R
eq
ue
st fo
r
pro
gre
ss
pa
ym
en
ts
�R
eq
ue
st fo
r P
aym
en
t p
rep
are
d in
Co
ntr
act
Ma
na
ge
me
nt
�P
aym
en
t m
ad
e�
Re
qu
isitio
n
pa
ym
en
t
co
nfirm
atio
n
�P
aym
en
t in
form
atio
n u
pd
ate
d in
Co
ntr
act
Ma
na
ge
me
nt.
32
BPM
Exp
an
din
g w
ork
flo
w
BPM
•B
usin
ess P
rocess M
anagem
ent
(BP
M)
•P
rocess a
uto
mation u
sin
g e
xis
ting A
PIs
•P
rovid
es a
bili
ty t
o c
usto
miz
e U
I, u
se c
usto
miz
able
work
flow
33
Sample BPM CM process
creating an RFI in CM from P6 activity
•W
ork
flow
is k
icked o
ff b
y a
dditio
n o
f note
book ite
m
(“R
FI”
) to
an a
ctivity
•A
uto
matically
genera
tes e
message t
o P
roje
ct
Manager
34
BPM
generating data form
and approval
•P
M logs into
BP
M t
o p
rovid
e d
ata
to c
om
ple
te R
FI
form
and r
oute
to a
ppro
ver
35
P6 data
36
From notebook
(editable)
Updatesbased
on approver
comment
history
Request is routed for approval thru BPM
•P
M fill
s o
ut deta
ils a
nd s
ends t
o C
ontr
act
Adm
inis
trato
r fo
r appro
val and c
reation in C
ontr
act
Managem
ent
•A
ppro
ver
com
ments
are
captu
red a
nd s
tore
d w
ith
Request
docum
ent
•E
notifies p
art
ies o
f pro
cess
37
Document is created in Contract Management
38
CM Review Process
39
RFI Question
40
Comment History added to CM document
41
BPM
workflow
42
43
BI REPORTS
BI Publisher
•P
lanned,
new
report
ing o
ption t
o r
epla
ce I
nfo
Maker
•A
dds a
bili
ty f
or
gra
phic
report
ing
•A
bili
ty t
o r
eport
again
st
P6 a
nd C
M t
ogeth
er
(not
easily
availa
ble
today)
44
BI Dashboards
45
CM and P6 data
46
qu
estio
ns?
47
qu
estio
ns?
48