What’s New in Primavera Unifier 15 - P6 Academy · 2015-11-04 · Title: What's New in...

What’sNewinPrimaveraUnifier15.2

RayMcEnteeDirector,Product StrategyOraclePrimaveraGlobalBusinessUnitSeptember 2015

OracleConfidential – Internal/Restricted/Highly Restricted

SafeHarborStatementThefollowing isintended tooutline ourgeneralproduct direction. Itisintended forinformation purposes only,andmaynotbeincorporated intoanycontract.Itisnotacommitment todeliveranymaterial,code,orfunctionality, andshouldnotberelieduponinmakingpurchasing decisions.Thedevelopment, release,andtimingofanyfeaturesorfunctionality described forOracle’sproducts remainsatthesolediscretionofOracle.

Summary• AdditionalsupportwithinPrimaveraAnalytics• ProductionBundles• CashFlowCurveenhancements• NewtypeofSOVwithinContracts/Change Orders/PaymentApplications• BusinessProcessEnhancements

PrimaveraAnalytics

Summary• Providingenhancements totheextractprocess toincludeadditionalBusinessProcessandShell,WorkflowandSummarySheetdata.• BusinessProcessandShellenhancementswillallowuser toconfiguretheirownDataElements tobeextractedintoAnalyticsinorder toprovideanalysis,dashboardsandhistoricaltrending.• Workflowdatawillallowusers toanalyzethelikesofplannedandactualdurationsofworkflows,whichvendorsareresponding inthetimeexpected,whohasthelargestnumberoftasksassignedtothemetc.• SummarySheetdatawillallowuserstoanalyzecostandunitdatafromPrimaveraP6byCostCodeandResourceandalsobeabletocompareacrossbaselines.

CustomCostSheetColumns

Usercannowprovide aLabelfortheuser

defined columnsthatwillbeusedinPrimaveraAnalytics.

AdditionalBusinessProcessAttributes• Usercannowdefine theirownattributesthatwillbeincludedintheextractprocessforAnalytics.• Userwillselectapre-definedname,whichDataElementcorresponds tothenameandthelabelthatwillbeusedinAnalytics.

• SimilarlytheusercanaddadditionalShellattributestoPrimaveraAnalytics.

AdditionalShellAttributes

MaximumnumberofAttributesbyTypeType UpperForm DetailForm

Business Process - String 30 20

Business Process - Date 20 10

Business Process - Numeric 20 10

Shell - String 20 N/A

Shell - Date 10 N/A

Shell - Numeric 10 N/A

• WorkflowdetailsareextractedforallBPsthatarelistedundertheBusinessProcesses.• DataExtractedincludes:–Workflow setups–Workflow details• Durations

– Taskdetails• Duration• Assignees• CCs

Workflows

• TheuserwillbeabletodefinewhichSummarySheetDataSourceswillbeextracted toAnalytics.• EachDataSourcetypicallyrepresents adifferent baselinewhichprovides theabilitytodevelopanalysis,dashboardsandhistoricaltrendsforthecurrentprojectforecast.

SummarySheets

SummaryData- Sample

Workflow - Sample

ProductionBundles

ProductionBundles• DesignBundlescurrentlyonlycontaintheBPdesign.Afterbeingimportedintoanotherenvironment theystillrequireasignificantamountofsetupbefore theycanbeused.• Thisenhancement introducesProductionBundleswhichtakewhatDesignBundlescurrentlycontainandaddmoreoftheconfigurationthatcanthenbeimportedintoanotherenvironment.• UsingProductionBundlesensures thattheconfigurationisconsistentacrossenvironments andsignificantlyreduces theeffortrequiredbyadministrators.

uDesigner – BusinessProcess

DataPickerandDataElementsthatusedtoreside

underConfigurationarenowwithinuDesigner

uDesigner• MovingoftheDataPickerandDataElements,where relevant,hasalsobeendonefor:– DocumentManager– ScheduleManager– ShellManager– SpaceManager– Configurable Manager

QueryBasedDataElements

TheconfigurationfortheQueryBasedDataElementshasnowbeenmovedtoatabwithintheConfiguration.

ProductionBundleContents• DesignBundles– TaggedBusinessProcessDesigns,now including theDataPickerandDataElementsConfigurations.

– TaggedCustomReports– TaggedDataCubes(relatedDataViewsareautomatically included)

• DataStructures– DataDefinitions andDataElements included intheDesignBundles including defaultvaluesandvalue/labeldatasets.

– DynamicDataSetsincluded intheDesignBundles.– CostCodes

ProductionBundleContents(cont.)• Configuration– thisincludes theconfigurationdetailsundertheConfigurationnodeontheAdminsideofUnifier.– BusinessProcesses– AssetManager– PlanningManager– PortfolioManager– ResourceManager– ShellManager– SpaceManager

ProductionBundleContents(cont.)• TemplateBundlefortaggedtemplates– ShellTemplateconfiguration .– BusinessProcessSetup (only forthoseBusinessProcessestagged tobeincluded intheDesignBundle).

– TaggedUDRsincluding anyrelatedDataViews– SingleRecordBPsincluding anydataadded totherecord.– UserandGroups included intheBusinessProcessSetup.– AccessControl.

ProductionBundleContents(cont.)• CompanyWorkspace– BusinessProcessSetup (only forthoseBusinessProcessestagged tobeincluded intheDesignBundle).

– TaggedUDRsincluding anyrelatedDataViews– UserandGroups included intheBusinessProcessSetup.– AccessControl.

ProductionBundleContents(cont.)• SingleInstanceShell– BusinessProcessSetup (only forthoseBusinessProcessestagged tobeincluded intheDesignBundle).

– TaggedUDRsincluding anyrelatedDataViews– UserandGroups included intheBusinessProcessSetup.– AccessControl.

ProductionBundles

CreatingaProduction Bundle

TheDesignBundleiscreatedbydefaultandtheuserhastheoption toadd

additionalconfiguration

• EventhoughyouaretaggingforaProductionBundle, theobjectsarenotpublisheduntilthebundleisPublished.• Youcanmapusers inthestagingenvironment tousernamesintheproductionenvironment.• Youcanviewthecontentofthebundletoensure itcontainswhatyouexpect.

ProductionBundles– ThingstoNote

ProductionBundleContentsExample

NewtypeofContract/ChangeOrder/PayApp

Benefits• UsercanentereitherLumpSumorUnitRatelineitemswithouthavingtoinitiallyprovidecostbreakdowns. Typicallyusedwhensubcontractorsprovidequotesforchangeorders.• Unifier isawareofthetypeoflinebeingaddedandautomaticallyprovidesadditionalbusiness logic.• Multiplebusinessprocesses ofthistypecanbeadded toaproject.TheywilleachhavetheirownSOVconfiguration.• ScheduleofValuescannowcontainanyfieldfromthelineitems.

IndividualSOVs

EachnewtypeofContractwillhaveitsownSOV.

NewContractType

Userhastheoption toadda

LumpSumorUnitCost

ContractLineItems

PrimaveraUnifierautomaticallyenablestherelevantfields for

thetwotypes.

LumpSum UnitCost

ContractLineItems

AsyouaddCostBreakdownsUnifier

automaticallyupdates thesesystemdataelements

Intheconfiguration youcandefinewhenausercanadd thecostbreakdown andonwhatforms thebreakdownhastomatchtheAmount oftheline.

ContractLineItemsCostBreakdown

Usercanaddmultiple CostLinesatonceandthen fillintheremaining details.Theotheroption istopresstheAdd

Remainingwhere theywillselectaCostCodeandtheremainingamountorunitswillbeadded.

Lowerpartoftheform isfixed.

ChangeOrders

ChangeOrdershavethesameoptions asa

Contractplusanoptiontomodify anexisting

contractline.

ChangeOrder– ModifyCommittedLine

Usercanselectoneofthelines

ChangeOrder– ModifyCommittedLine

CostBreakdowniscopiedandusercaneitherbreakdowntheadjustedquantityoramountoraddnewbreakdown lines

PaymentApplicationsGrid

PaymentApplications• BasedonthelinetypePrimaveraUnifierwillmadetherelevant fieldseditableandalsoincludesomeadditionallogic– Quantity forUnitCost– Amount forLumpSums– Unifierwillalsocalculatethe%Completeorallowtheusertoenterthe%Completeandcalculatetheamountorunits.

– SystemDE’swillalsohavesomedefined calculations.

• UserwillbeabletoentervaluesontheSummarylineandtheneventuallybreakitdownonthecostbreakdown lines.

uDesigner Configuration

Inorder tousethesenewtypesallthathastobedone istoselecttheSOVtypeasSummaryPaymentApplication

Notsupportedforthis type.

CashFlowCurves

DerivedCashFlowCurves• PortfolioManagerwithinPrimaveraUnifier takesCashFlowcurvesasabasisforforecastingportfolios.However, sinceprojectscanbeindifferentcurrenciesweneedtobeabletocreatecurves inaconsistentcurrency.• DerivedCashFlowcurvesarecurves thatarebasedonanothercurvebutareconverted toadefinedcurrency.Theytakeintoaccountfutureexchangerates.

ConfigureDerivedCurves

UserscannowcreateDataSourcesasDerived

ConfigureDerivedCurve- Float• SelecttheSourceCurve andthecurrencytodisplaythenewcurve.• IfusingFloatfortheconversionyoutherateatthebeggingofthemonth,endofthemonthorweightedaverageover themonth.

ConfigureDerivedCurve- Pegged• SelecttheSourceCurve andthecurrencytodisplaythenewcurve.• DefinehowthePegRateisdefined– Fixedvalue– Stored intheShellorSingle InstanceBP

– FromtheProjectPegrateiftheselectedcurrencyhasaratedefined.

CashFlowChanges

Currencynowmovedtothegrid

Newfilteringfunctionality

Currencysymbolremovedfromscales

CashFlowFiltering

Usercannowsavefilters

Savedfilterscanbe

accessedviathedropdown

CashFlow– ManageFilters

Userscanmanagetheirfiltersand

assignadefaultfilterthat isappliedwhenthecashflowis

opened.

CashFlow– Portfolio Budgets• Original,SharedandApprovedPortfolioBudgetscannowhaveacurrencyassigned.• ThisshouldbethecurrencythatthePortfoliowasevaluatedagainst.YoucanthenuseaderivedcurveonthePortfolioBudget toseethevaluesinthelocalcurrency

CashFlow– PushChangefromTemplate

UpdateShellsnowallowsthe

curveconfigurationorthefilterstobe

pushed.

BusinessProcessEnhancements

UpperFormPropertiesStandardTabs

StandardTabscannowbehidden

• NewStandardDEnameduuu_li_consolidated canbeaddedtothedetailline.• IfthelinehasbeenconsolidatedthenthevaluewillbesettoYesotherwise itwillbesettoNo.• Thisonlyworkswhere theconfigurationfortheconsolidationhasthe“Preventconsolidatingthesamelineitemsacrossmultiplerecords”.

LinkedRecordsviaConsolidation

LinkedRecordformnowshowshowthelinkhasbeenestablished.

GridUsability– DynamicDataSets

TheCostLineItemTypeisaMasterData

Elementwhichnowdisplaysin-line rather

thaninapopup.

GridUsability– LargeTextFields

Largetextfieldsnowdisplay in-lineratherthanbeing apop-up.

PortfolioManagerConfiguration

Thestandardelementproject_projectphasecannowbeusedwithin thePortfolio

ApprovalViaEmail• Originallyintendedsimplyforapprovalandtherefore nochangestodataorformprocessing.• Customersnowwantingtocapturetheactiontaken,whenitwastakenandwhotooktheactionandhaveformulasevaluatedbasedonthese fields.• ApprovalViaEmailnowdoesfullformvalidationandprocessingasifsomeonewasmanuallytakingtheaction.• IfanyvalidationfailsoranyerroroccursthentheactiontakerwillreceiveanemailwithdetailsoftheissueandwillthenhavetomanuallytakeactionwithinUnifier.

PrimaveraUnifierMobile

OracleConfidential – Internal/Restricted/Highly Restricted 60

• Filterallthetaskscoming frommobileenabledBPs.

• Viewtasksthatarenotmobileenabled.

• Helpsuserstofocusonactionable tasks.

PrimaveraUnifierMobile- Filteractionable tasks

• Allattachmenttypesareexposedonthemobile(untilnowonlypicturesareexposedtothemobile).• TherenderingoftheeachfiletypeisbasedontheappropriatemobileOSandbrowser.

PrimaveraUnifierMobile- Attachments

• Alltherecordblocksnowarecompletelyclickable(previouslyonlythespecificlinksareclickable)• i.e.Userscanclickonarecordanywhereintheblockandnavigatetodetails.

PrimaveraUnifierMobile- Navigation

ProvisioningandSupport

Impactof15.2Release• CloudCustomers:– Newcloudcustomerswillbeprovisioned with15.2assoon ason-premise andcloudGAisannounced

– Existingcloudcustomers should work through Support toschedule theirupgrade

• PatchSets:– Allpatchsetswillbebasedon the15.2release– Release15willhavemonthly patchsetsuntilRelease16ships• AfterRelease 16ships,patchsetsforrelease 15willbelessfrequent

– Onlyinterimpatcheswillbemadeavailablefor15.1.x• Priority1,Systemdowntypefixesonly

SafeHarborStatementThepreceding isintended tooutlineourgeneralproductdirection. Itisintended forinformation purposes only,andmaynotbeincorporated intoanycontract.Itisnotacommitment todeliveranymaterial,code,orfunctionality, andshouldnotberelieduponinmakingpurchasing decisions.Thedevelopment, release,andtimingofanyfeaturesorfunctionality described forOracle’sproducts remainsatthesolediscretionofOracle.

What’s New in Primavera Unifier 15 - P6 Academy · 2015-11-04 · Title: What's New in...

Documents

Unifier Upgrade Guide - Oracle...Unifier Upgrade Guide 8 Install and deploy Unifier 9.13.1.0 on each application server 1) Install the new version of Unifier by following instructions

The Unifier October 2012 Issue

Veteran Entrepreneur Presentation by Cary McEntee

New Features in Primavera Unifier 16 1 WHATS NEW - Oracle · 1 New Features in Primavera Unifier 16.1 Primavera Unifier Mobile App for iOS Project Controls Enhancements FMRE enhancements

Design and Construction: CIP Project Management Review · Primavera-Unifier (Unifier) and the Oracle enterprise resource planning (ERP) system. Unifier, HRSD’s capital project management

Majalah Unifier

Unifier Installation Weblogic Guide

Unifier Licensing Information User Manual - Oracle Help … · Primavera Unifier Project Controls Cloud Service ... Unifier Licensing Information User Manual 4 ... Google Guava

Unifier Bluebeam User Guide - Oracle

Overview of Primavera Unifier & Contract Managementdrmcnatty.com/wp-content/uploads/2013/08/Aug-2013-Unifier-Webinar... · Overview of Primavera Unifier & Contract Management

Improving the Unifier User Experience

2014 Master Resiliency Training by Cary McEntee

20131029 mcentee

New Features in Primavera Unifier 16 2 WHATS NEWdocs.oracle.com/.../User_Guides/whats_new/whats_new_in_primavera_unifier.pdfIn Unifier versions 15.2 and 16.1, if additional setup options

Unifier Security Guide - Oracle · Unifier Security Guide 6 To ensure overall safe deployment of Primavera Unifier, you should carefully plan security for all components, such as

New Features in Primavera Unifier 15 2 WHATS NEW...Unifier 15.2 allows you to transfer the configuration and setup of designs from one environment to another using the new Production

Op-Amp Non-Inverting Summer 5 Op-Amp Inverting Amp 1...Op-Amp (Inv) Summing Amp –G1v Th1< –G2v Th2< 4 3 2 1 15.2 15.2 15.2 15.2 15.2 15.2 15.2 15.2 R R R R R R R R Title _CircSysDesCards_v15_2

What's New in Unifier 16.1

Overview of Primavera Unifier & Contract Management

Unifier Facility and Real Estate Management User's Guide · Unifier Facility and Real Estate Management User's Guide ... (including greenhouse gas emissions) ... Unifier Facility