Pcm to unifier migration considerations - Oracle Primavera P6 Collaborate 14

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PCM to Unifier Migration Considerations

Prepared by:

Lim Tan

Senior Consultant

Oracle Certified Unifier Implementation Specialist

Session ID#: 15425

Agenda

■ Unifier Compared to Contract Management

■ How the Base Products can help

■ What needs to be set up

■ Considerations

■ Migrating PCM Data

■ Summary

■ Questions

Unifier Compared to Contract Management

■ Contract Management

▪ Contract Management

▪ Document Driven

▪ Focused on shorter duration programs with limited budgets

▪ Established with many experienced users

▪ Built in functionality for a quick deployment

▪ Limited customizability

▪ Future development may be limited

▪ Lower cost of entry – no minimum license purchase

▪ Integrated reporting solutions combine output with P6

Unifier Compared to Contract Management

■ Primavera Unifier

▪ Business process driven

▪ Focused on larger organizations and long duration programs

and projects

▪ Customize interface to suit your requirements

▪ Automated and customized business processes increase

efficiency and reduce costs

▪ Most required business processes are provided in Base Product

▪ Comprehensive cost management environment eliminates need

for any other cost management tool

▪ Audit logs

▪ Available in SaaS or traditional model

▪ Integration with P6, Content Repository

Common Functionality

■ User/Shell Administration – users, groups, projects

■ Templates – permissions, user preferences

■ System Reports – administrative; usage reports

■ Alerts – set up trigger and notification thresholds

■ Unifier Mail – light collaboration within system

Common Functionality

■ Collaboration – personal tasks, messages, drafts

■ Gates – enforce project phases, deliverables

■ Document Manager – folders, rev ctrl, commenting, view/markup

■ Reports – User-Defined Reports module

Base Product Applications

■ Pre-defined business

processes

■ Pre-defined document

folder structures

■ Pre-defined Groups with

permissions

■ Pre-defined Managers

■ Pre-defined reports

■ Customizable

Available Base Product Applications

■ Capital Project & Program Management (CPPM) packages

▪ Primavera Unifier Capital Planning

▪ Primavera Unifier Project Delivery Management

▪ Primavera Unifier Cost Controls

■ Real Estate & Facilities Management packages

▪ Facilities Management

▪ Real Estate Management

Capital Planning

■ Plan/Manage budgets, forecasts,

spending guidance – Planned/Active

projects

■ Multiple Portfolio Scenarios –

Share/Approve

■ Real-time Updates to/from Cost,

Cash Flow and Project metadata

Project Delivery Management

■ Online Bidding, Procurement &

Contracts Solution

■ Schedule Management with Gantt

chart visualization

■ Resource Management - roles,

resources, skills, rates, assignments

Business Process Workflow

Email Notifications

Cost Controls

■ Real-time Cost Worksheets -

Budgets, Forecast, Commits,

Changes, Spends

■ Comprehensive Workflow based

Contracts, Purchase Orders, Change

Management, Invoices and Payment

Applications

■ Configurable Cost Management -

support unique processes, cost

codes

Cost Controls

■ Advanced Cash Flow and Earned

Value Management

■ Funding Management at Company,

Project, WBS and Contract level

■ Multi-currency support at project

and transaction level

■ Powerful Rules Engine to enforce

cost and funding controls.

Cost Sheet & Cost Business Processes

■ Estimates

■ Original Budget

■ Pending Budget Revisions

■ Approved Budget

Revisions

■ Revised Budget

■ Original Commitments

■ Pending Commitments

■ Approved Commitment

Changes

■ Revised Commitments

■ Actuals

■ .....

Document Manager – Folder Structure

Folder structure can be user defined

and different for each project – but if

automatic saving to folders is part of

a business process, the business

processes may have to be modified

to accommodate differences.

Dashboards & Reports (User-defined & Custom)

■ Two common dashboards (Project Summary and Tasks)

▪ One dashboard for Project Delivery

▪ One dashboard for Cost Controls

■ Additional dashboards can be created, personalized by user

■ Custom Dashboards (swf)

■ 44 preconfigured User-Defined Reports (UDRs) for Project Delivery and Cost Controls

■ Modify or create additional reports

■ Custom Reports - BI Publisher

▪ BI Publisher Desktop (rtf)

▪ Internal/ External Data Model

Dashboards

What needs to be set up – Key admin steps

■ Shells and Shell Hierarchy

▪ Organizing data

▪ WBS Codes

■ User and Groups

▪ Sponsor Company Users

▪ Partner Company Users

▪ Groups

■ Permissions

▪ Access Rights

■ Shell Templates

▪ Member Companies

▪ User Administration

▪ Setup

▪ Cost / Document /

Schedule Managers

▪ Reports

■ Business Processes

▪ Forms

▪ Data Elements

▪ Wokflows

Terminology

■ Sponsor Company -

▪ Domain for a client within the system

▪ Contains all company programs, shells and users

■ Shell

▪ User-defined object that represents an entity, such as a

scope of work, a facility - a node in a hierarchy

■ WBS (Work Breakdown Structure)

▪ Cost Breakdown Structure (Cost Codes)

■ Program

▪ A collection of WBS shells

Shell

■ User defined Unifier object

▪ Container for modules and functions

▪ Assemble business information in one place for easier

management

■ Designed for on-going management of any entity, from a project, to maintenance, to leasing requirements

■ Facilitate data roll-ups based on hierarchy or programs

■ Logically arranged in a hierarchy to represent real world physical or organizational structure

Shell

■ Defined in uDesigner

■ Two types of shells that can be created

▪ Single instance shell type

▪ Multiple instance shell type

■ Each further differentiated based on Cost Codes

▪ WBS – uses WBS based Cost Manager

▪ Generic – uses Generic Cost Manager

Shell Hierarchy

Single instance type – root of shell hierarchy

Multiple instance type - body of a hierarchy

Company Workspace – Admin Mode

■ License Manager

■ Partner Companies

■ UDesigner

■ Access Control

■ User Administration

■ Configuration

■ Standard & Libraries

■ Company Workspace

■ Templates

■ Company Sponsored

Shells

■ Custom Dashboards

■ System Reports

Users and Groups

■ Company user:

▪ Under the sponsoring

company

■ Partner user:

▪ Under a partner company

■ Member user:

▪ Participate in a shell

■ Tabs

▪ General

▪ Security

▪ Permissions

▪ Projects/Shells

▪ Programs

▪ Proxy

Users and Groups

■ Groups serve two functions:

▪ Assign and monitor permissions for users

▪ Placeholder for individual users in a workflow setup

■ Groups exist at company, program and shell level

■ Base products have pre-defined Groups

Permissions

■ Very flexible security system

■ Controls access to modules,

functions and tasks

■ Granted any

combination of permissions

dependent on company

requirements

■ Access Control

▪ Company Workspace

▪ Shell Template

▪ Shell

■ Company, Program and Shell Level

■ ‘New functionality means new

permissions’

Shell Templates

■ Standardization across shell

■ Reduces setup time

■ Reduces data entry error

■ Multiple shell types only

■ Used to create/update shell instances

■ Template creation/maintenance is a company level function

Shell Templates

■ Member Companies

■ User Administration

■ Setup

▪ Business Process

▪ Dashboards

▪ Gates

■ Cost Manager

▪ Cash Flow

▪ Cost Sheet

▪ Funding

■ Document Manager

■ Schedule Manager

■ Reports

■ Best practices

▪ Don’t include users

▪ Assign standard

permissions

Business Processes

■ A set of coordinated tasks to achieve a specific business goal

▪ Forms - Data entry and storage

▪ Workflows Define routing of data and govern behavior

■ Schema combination of forms and workflow

▪ Framework for a business process

■ Multiple setups - behavior

Business Processes

■ Upper Forms for header information

■ Detail Forms for detailed information

■ Data Elements are the containers

■ Data Definitions are the Data Types

Business Processes

■ Workflows

▪ Steps, Forms, Workflow Action, Record Status

■ Workflow Behavior

▪ Task Duration, Task Assignees, Completion policy, Email

Notification, Save to Document Mngr

Considerations

■ Learning Curve

▪ Can it be done ourselves?

■ Planning and Design

▪ Think of planning this like an IT development project

■ Resources

▪ How many people to design and configure it?

▪ How many people do I need to maintain it?

■ Time, expense and patience

▪ Potentially be prepared for the long haul

Migrating PCM Data

■ Decided on what data to move

■ All in Unifier

▪ Export all PCM data

■ PCM and Unifier

▪ Export current active data and/or data up to the end of a specific

date

▪ Archive historical data

■ Keep in PCM (recommended)

▪ Only new data entered in Unifier

▪ Finish current projects in PCM

▪ Archive historical data

Migrating PCM Data

■ Manual

▪ Get familiar with Unifier end user interface

▪ Not appropriate method if dealing with hundreds of records

■ CSV

▪ Speeds up process

▪ Data mapping exercise

▪ Good error handling

■ Web Services

▪ Automated process

▪ Needs XML experience

Integration Interface

■ uDesigner

▪ Business Processes

■ Integration sub-node

▪ Upper Interface

▪ Detail Interface

■ Export CSV Template

▪ Columns must be exact

Data Mapping Considerations

■ Mandatory fields

■ Auto-populated fields

■ Pull down lists

■ Date formats

■ Not all fields will directly map

CSV Import

■ Project – User Mode

▪ Business Process

■ File > Import

■ Export Template

▪ Use the template

exactly and add

data to each column

Summary

■ For the Right Reasons

▪ To have customization capabilities

▪ Integrated comprehensive cost management functionality

▪ The capital program/projects environment is long term

▪ Can justify the investment

■ Migrating

▪ Learning Curve

▪ Planning and Design

▪ Resources

▪ Time and expense

Questions

Lim Tan

▪ ltan@drmcnatty.com

Thank you!

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