Oracle Primavera Contract Management · Oracle Primavera Contract Management (PCM) is a web based,...

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Duration: 3-days !

Prerequisites:!No previous experience working with Oracle Primavera Contract Management is necessary.

Course Description !

Oracle Primavera Contract Management (PCM) is a web based, multi-user, multi-project database system for managing all aspects of a project relating to the contractual relationship. This contractual relationship is the "center of the universe" from the perspective of how PCM manages information. A project may have multiple relationships with contractors within a project. Oracle Primavera Contract Management is designed to allow the users and management to be pro-active in understanding the progress of the project relating to money and communication. • Know when RFI's need to be answered • Know when insurance is about to expire for a contractor • Know when there is a potential for cost over-runs long before the end of the project • Know when submittals must be approved to not affect schedule • Know what changes are affecting the bottom line

Being web based allows the user to login to the system from any machine running a browser to review documents, approve changes and analyze overall costs. Highly interactive and hands-on, attendees will be taken through case studies that allow them to experience real world scenarios and how Oracle Primavera Contract Management can support these.

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Oracle'Primavera'Contract'Management

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Course Contents DAY 1

Lesson 1 – Introduction to Contract Management

! What is Oracle Primavera Contract Management

! Login to Contract Management

! Customize the Project View in the Main window

! Customize the Control Center in the Main window

! Navigation in Contract Management

Lesson 2 – Creating a Project

! Create a project using the project wizard

Lesson 3 – Companies and Contacts

! Add a company

! Create Contacts

! Group vs project companies

! Copy Companies / Contacts

! Using distribution lists

! Inactivate companies / contacts

Lesson 4 – Tracking Drawings

! Record and review the drawing log

! Distribution of Drawings

! Using drawing sets

! Use the transmittal queue

Lesson 5 – Communication

! Enter an RFI

! Record an answer to RFI

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! Document a telephone record

DAY 2

Lesson 6 – Logging and Tracking Submittals

! Understanding submittals and submittal packages

! Identify the submittal workflow

! Using multiple reviewers

! Tracking Submittals

! Use the transmittal queue

Lesson 7 – Project Issues

! Define a new issue

! Link documents and attachments to an issue

! Create issue by searching

Lesson 8 – More Communication

! Create a daily report

! Generate daily Report

! Create meeting minutes

! Generate meeting minutes

Lesson 9 – Managing Project Costs

! Cost code structure

! Cost worksheet

! Understanding the cost worksheet

! Cost code detail

Lesson 10 – Budget, Contracts, Purchase Orders, and Trends

! Adding a budget

! Adding a contract and purchase order

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! Distribute documents to the cost worksheet

DAY 3

Lesson 11 – Change Management

! Change management workflow

! Initiate change management

! Following the CM process

Lesson 12 – Payment Requisitions

! Determine payment requisition options

! Generate from a contract

! Create a schedule of values

! Retrieve change orders

! Progress and certify requisitions

Case Study !!!!!!!!!! !