Primavera Project Delivery Application User’s Guide - Oracle · Primavera Project Delivery is an application designed to optimize your project results. It contains a set of interactive

Primavera Project Delivery Application User’s Guide

Version 9.11.0.0

December 2012

O r a c l e C o r p o r a t i o n

i Primavera Project Delivery User’s Guide • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.

Legal Notices

Oracle Primavera Project Delivery Application

Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names

may be trademarks of their respective owners.

This software and related documentation are provided under a license agreement

containing restrictions on use and disclosure and are protected by intellectual property

laws. Except as expressly permitted in your license agreement or allowed by law, you

may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute,

exhibit, perform, publish or display any part, in any form, or by any means. Reverse

engineering, disassembly, or decompilation of this software, unless required by law for

interoperability, is prohibited.

The information contained herein is subject to change without notice and is not

warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or

anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system,

integrated software, any programs installed on the hardware, and/or documentation,

delivered to U.S. Government end users are “commercial computer software" pursuant

to the applicable Federal Acquisition Regulation and agency-specific supplemental

regulations. As such, use, duplication, disclosure, modification, and adaptation of the

programs, including any operating system, integrated software, any programs installed

on the hardware, and/or documentation, shall be subject to license terms and license

restrictions applicable to the programs. No other rights are granted to the U.S.

Government.

This software or hardware is developed for general use in a variety of information

management applications. It is not developed or intended for use in any inherently

dangerous applications, including applications that may create a risk of personal injury. If

you use this software or hardware in dangerous applications, then you shall be

responsible to take all appropriate failsafe, backup, redundancy, and other measures to

ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any

damages caused by use of this software or hardware in dangerous applications.

This software or hardware and documentation may provide access to or information on

content, products and services from third parties. Oracle Corporation and its affiliates are

not responsible for and expressly disclaim all warranties of any kind with respect to

third-party content, products, and services. Oracle Corporation and its affiliates will not

be responsible for any loss, costs, or damages incurred due to your access to or use of

third-party content, products, or service


ii Primavera Project Delivery User’s Guide • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.

Table of Contents

Introduction to Primavera Project Delivery ...................................................... 1

What You Receive with this Application .......................................................... 1

Platform Structure .................................................................................. 1

Primavera uDesigner ........................................................................... 2 Primavera Unifier ............................................................................... 2

Business Processes .................................................................................. 5

Business Process................................................................................. 5 Description ....................................................................................... 5

Dashboards ........................................................................................... 7

Reports................................................................................................ 8

Setting Up the Primavera Project Delivery Application ........................................ 9

What You Need to Do ............................................................................... 9


Primavera Unifier Administration Guide • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved. 1

Primavera Project Delivery is an application designed to optimize your project results. It

contains a set of interactive tools, including dashboards, for project team members to

collaborate, communicate, collect documents, share reports, and track tasks. You can

use these tools to create project artifacts essential for keeping everyone on the same

page and establishing an audit trail. Once you enter your company users into Primavera

Unifier, and grant your company users permissions to the application, Primavera Project

Delivery is ready for use with no additional design or configuration required.

Primavera Unifier has been installed on your system and the Primavera Project Delivery

Application has been downloaded. With the Primavera Project Delivery Application, you

receive the following components, already designed and configured for your use:

Selected platform structure to support the included business processes and shells

A suite of business processes that work together to accomplish the tasks of project

delivery

Pre-set company and shell-level groups

A suite of reports to keep you abreast of project status

The information in this document refers to instructions in the following PDF files:

Primavera uDesigner User’s Guide

Primavera Unifier Administration Guide

Primavera Unifier User’s Guide

You can download these PDFs from the Help menu on the menu bar.

Platform Structure

The Primavera Project Delivery application is shipped with two modules:

Primavera uDesigner

Primavera Unifier

Introduction to Primavera Project Delivery

What You Receive with this Application


2 Primavera Unifier Administration Guide • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.

Primavera uDesigner

For Primavera uDesigner, in Design Mode, the following nodes in the left Navigator are populated with the components necessary for the Primavera Project Delivery application.

Business Process node and a suite of

business processes (see the Business

Processes list below)

The Primavera Project Delivery application

business processes come ready for use, you

can use this node to add or remove fields

from business process forms.

See the Primavera uDesigner User Guide:

“Overview of Business Processes” chapter

“Designing a Form” chapter

“Designing a Workflow” chapter

Shell Manager node and the following

shells:

An anchor shell called All Projects

A project shell called Projects

Although the shells are already designed for

use with Primavera Project Delivery, you can

add or remove fields from shell forms, and

create new shells from the Projects shell.

See the Primavera uDesigner User Guide:

“Shell Manager Overview” chapter

Primavera Unifier

For Primavera Unifier, under the Company Workspace tab, in Administration Mode, the

following nodes in the left Navigator are populated with the components necessary for

Primavera Project Delivery application.

Data Structure Setup node and these

components:

Data Cube Definitions > Incidents

Data Views

Although the data structure is already

designed and set up for use with this

application, you can use this node if you

want to make changes to a data cube or

data view definition for reports and

dashboards.

See the Primavera Unifier Administration

Guide:

“Data Cubes” topic in the Company

Administration chapter

“Data Views” topic in the Company




Access Control node where you can grant

administrative and user permissions to

users and groups.

Use this node to grant permissions to your

company users and groups so they can

work in different areas in Primavera Unifier

projects.


Guide:

“Managing Permissions and Access

Control” topic in the Company


User Administration node and the

following groups, to which you can add

users so that they have access to the

application.

All company users

Company administrators

Creator (of a business process)

Project Administrators

Reviewer

Support

Use this node to add users to Primavera

Unifier and assign users to groups.

See the See the Primavera Unifier

Administration Guide:

“Adding and Managing Company

Users” topic, ”User and Group

Administration,” in the “Company

Administration” chapter

Configuration node, and the following

subordinate nodes, with settings

configured for Primavera Project Delivery

operation:

Business Processes (see list below)

Shells

Although the Shell Manager and the

business processes are already designed

and set up for use with this application,

you can use this node if you want to make

any changes to the configuration of

business processes and shells.


Guide:

“Configuring Business Processes” topic

in the “Business Processes Setup”

chapter

“Configuring Shell Types” topic in

“Setting up Shells,” in the “Shell




Company Workspace node, and the

following subordinate nodes, with settings

configured for Primavera Project Delivery

operation:

Business Process Setup

Auto-update Status Setup

Reports

Although the Company Workspace node

is already set up for use with this

application, you can use this node to

make any changes to the setup of

business processes, automatic update of

active-project statuses, and

company-level reports.


Guide:

“Configuring Business Processes” topic

in the “Business Processes Setup”

chapter

“Setting up the Automatic Update of

Project Status” topic in the “Program

and Project Administration” chapter

Templates > Shells node and a Projects

shell node. Under the Projects node is a

Project Template and the following

template components with appropriate

data for Primavera Project Delivery

operation:

Access Control

User Administration > Users (default user

is OOTB Admin)

User Administration > Groups

Setup > Business Processes

Setup > Dashboards > Project Delivery

Document Manager > Project

Documents (contains a default folder

structure)

Reports > User-Defined

Although a shell template called Projects is

already designed and set up for use with

Primavera Project Delivery functions, you

can use this node to make any changes to

these pieces that are included in the

template:

Access control to project functions for

users and groups

User/group administration to add and

manage project users and groups

Business processes that you want to

automatically include in the project.

A dashboard to display project

information on the shell landing page

A Document Manager to store

drawings, spreadsheets, image files,

specifications, and other project

documentation

Reports specific to Primavera Project

Delivery


Guide:

“Managing Permissions and Access

Control” topic in the Company


“Adding and Managing Company

Users” topic, ”User and Group



Administration,” in the “Company


“Setting up Business Processes” in the

“Business Processes Setup” chapter

”Create a Shell Template” topic in

“Creating a Shell Template”, “Setting

up Shells,” in the “Shell Administration”

chapter

“Configuring Shell Dashboards” in the

“Shell Administration” chapter

“About the Document Manager” and

“Setting up the Document Manager” in

the “Document Manager Setup”

chapter

“Setting up User-Defined Reports” topic

in the “Reports Setup” chapter

Reports node with reports configured for

Primavera Project Delivery operation:

Company-level reports in User Mode

(see list below)

To see this node, you need to switch to

User Mode at the top of the Navigator.

Although reports have already been

designed and set up for use with

Primavera Project Delivery functions, you

can use this node to make changes to, or

run user-defined reports (UDRs).

See the Primavera Unifier User Guide:

“Reports” chapter

Business Processes

Following is a list of business processes you will receive with the Primavera Project Delivery

application, and a brief description of each one. These business processes have been

designed for immediate use; they do not need to be configured or set up.

Business Process Description

Action Items Use this business process to capture tasks identified in

meetings, and track these items through

completion.

Architect's Supplemental Instructions

Use this business process for architects to submit

additional instructions and route the record through

the approval process.

Architect/Engineer Daily Observations

Use this business process for documenting observed

structural elements, their locations, and any




deficiencies in the project.

Project Closeout Use this business process to keep track of project

closeout items.

Correspondence Use this business process to document and track

correspondence.

Daily Reports Use this business process to create daily reports for

equipment, materials, visitors, and workforce.

Design Change Requests Use this business process to request design changes.

Design Reviews Use this business process to route the design review

record through the approval process.

Incident Reports Use this business process to record any project

incidents.

Lessons Learned Use this business process to record project issues,

reasons, solutions, and recommendations.

Meeting Minutes Use this business process to record meeting minutes

and to automatically generate “Action Items”

business process records.

Monthly Updates Use this business process to create and route

monthly reports.

Notices to Proceed Use this business process to create and route notices

to proceed with a contract through the approval

process.

Project Information Use this business process to record and store project

details.

Project Requests Use this business process to initiate the approval

process for new projects.

Punchlist Use this business process to create punch lists and

route them through the approval process.

Requests for Information (RFI)

Use this business process to ask project-related

questions.

Submittal Register Use this business process to list submittals and track

their statuses.

Submittals Use this business process to submit project

documents.

Transmittals Use this business process to transmit project

documentation, such as drawings and

specifications, route these items through the

approval process, and create a permanent record




of the transmission.

Warranties Use this business process to record and store

warranty information.

Dashboards

Configurable shell dashboards display project data from the shell hierarchy in an

at-a-glance format. With the Primavera Project Delivery application, you will receive a

configured dashboard showing Project Delivery information.

The dashboard consists of four blocks that aggregate project business process records:

Action Items by Status

Incidents by Injury Type

RFIs by Status

Submittals by Status



Reports

The following reports are included with the Primavera Project Delivery application. These

reports can give you insight into the status of your project delivery. The reports provide

data from the shell level (Projects), company level, and shell and company level.

Shell-level Reports Action Items Progress Report

Open Action Items

Architect's Supplemental Instructions Summary

Architect/Engineer Daily Observations Summary

Correspondence Log

Daily Reports

Design Change Requests Summary

Design Reviews Summary

Incident Reports Summary

Lessons Learned Summary

Meeting Minutes Summary

Monthly Updates Summary

Notices to Proceed Summary

Punchlist Summary

Punchlist Detail

RFIs Status Report

Submittals Summary

Transmittals Summary

Warranties Summary

Company-level Project Requests Summary

Shell and Company-level Reports Project Information

Project Status

Project Users



The Primavera Project Delivery application has been designed and configured for

immediate use. However, there are a few actions you need to take to complete the

setup.

What You Need to Do

Create a project/sub-shell.

The Primavera Project Delivery application is shipped with an anchor shell called “All

Projects.” You will need to create at least one project or sub-shell under this shell. We

have provided a shell template to use to create the project/sub-shell. For instructions

on creating this project/shell, please see the “Creating a Shell by Copying a Template

or Shell” topic in the Shell Administration chapter of the Primavera Unifier Administration Guide.

Add users to the company.

Before you can start collaborating in the Primavera Project Delivery application, you

must add your company users. For instructions on adding users to the company,

please see the “Adding and Managing Company Users” topic in the Company

Administration chapter of the Primavera Unifier Administration Guide. We recommend

that you add all your users to the group categories we have provided. Doing so

makes assignments and permissions more efficient and easier to manage.

Assign users to the shell.

Once you have added users to the company and assigned them to groups, you can

then assign them to your project shell. For instructions on assigning users to a shell,

please see the “Managing Shell Users and Groups” topic in the Shell Administration

chapter of the Primavera Unifier Administration Guide.

Setting Up the Primavera Project Delivery Application

You may also have been given access to additional features of Unifier and

uDesigner. You can use these features to make other changes to the

Primavera Project Delivery business process forms, workflows, shells, and data

structures (data views and data cubes); however, we do not recommend

using these features until you are familiar with Primavera Unifier and how it works.



Grant users permissions to the application.

For instructions on granting user permissions to the Primavera Project Delivery

application, please see the “Managing Permissions and Access Control” topic in the

Company Administration chapter of the Primavera Unifier Administration Guide.