Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14 pdf

www.it-ebooks.info Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14 A one-stop reference to concepts and usability of the core modules of a complex application Stephen D. Kelly BIRMINGHAM - MUMBAI www.it-ebooks.info Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14 Copyright © 2012 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book. Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information. First published: December 2012 Production Reference: 1041212 Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK. ISBN 978-1-84968-690-7 www.packtpub.com Cover Image by Asher Wishkerman (wishkerman@hotmail.com) www.it-ebooks.info Credits Author Stephen D. Kelly Reviewers Daniel L Williams Deepak Vohra Bryan Gardner Acquisition Editor Rukhsana Khambatta Lead Technical Editor Unnati Shah Technical Editors Dipesh Panchal Sharvari Baet Copy Editor Alda Paiva Project Coordinator Michelle Quadros Proofreader Lawrence A. Herman Indexer Hemangini Bari Graphics Valentina D'silva Aditi Gajjar Production Coordinator Shantanu Zagade Cover Work Shantanu Zagade www.it-ebooks.info About the Author Stephen D. Kelly graduated from Oregon State University in 1982 with a degree in Construction Engineering Management. He got his start with a mid-sized general contractor who was willing to take a chance with this college graduate and they both saw the benets of a computer system in the contracting world. Even though the personal computer had not yet come to the scene, Steve was very interested in how computers could help the construction industry to manage time, cost and improve efciencies. Steve used his knowledge gained at the University and a lot of "on- the-job-training" along with his love for computers to advance in the construction industry. He then moved to computerized estimating and building estimating databases to allow estimators to become more efcient and more accurate. The problem was that the more accurate the estimator became, the more projects he would lose as he was more accurate and not bound to miss anything. After working for many years in the construction industry in various positions and organizations, Steve decided he wanted to work for many companies at once and help them computerize their business in the construction industry. At this time, Primavera had already placed itself in the forefront of the computerized scheduling market with its DOS product, Primavera Project Planner (P3). Primavera then bought Expedition and started to market this as a project communication and cost controls tool to accompany their agship product. The rest (as they say) is history. Steve has been implementing and training with the Primavera suite since 1985. He has worked around the world in many large organizations to help them understand project controls and how to properly implement and use a tool such as Oracle Primavera Contract Management. His company, Pro Management Systems, Inc. has built many third-party applications to enhance the abilities of PCM. Steve has a passion, and is known for his desire to understand a business before even talking about the various tools available. Like he says, "I want to learn how you do business and then gure out how to possibly improve those processes and wrap the tools around them." He relates project management to the reman profession. He has given speeches on this comparison saying, "Even if a re is put out quickly, there is always residual damage to deal with." In other words, it is better to keep the res from starting at all. www.it-ebooks.info He likens that concept to project management and uses the Primavera tools to allow his clients to be proactive rather than reactive. He says, "Why not let the computer tell me what information needs my attention, it is much smarter and faster than I ever dreamed." Steve has a wonderful, supportive wife of 30 years, ve children, and two grandchildren. He lives on a small farm in Oregon where he enjoys time in the out of doors. I would like to acknowledge that this book would not be possible if it were not for all the wonderful clients I have had the pleasure to work with over the years. University can teach you many things, but book knowledge is not enough in this business. It takes many years of learning from your peers. There are too many to list but you know who you are from the very beginning working with this "greenhorn" college graduate, up through today. Anyone who says he has arrived and knows all about this business is lying. There is so much to learn. I'd like to thank everyone who has had an inuence. I cannot leave out my wife Linda and my ve children: Dan, John, Kristin, Joe, and David, who have put up with many days, weeks, and months of me travelling around the world while Linda was left home holding down the fort. The most important inuence in my life journey is the Lord Jesus Christ. May He get all the glory of all I do. www.it-ebooks.info About the Reviewers Daniel L Williams rst began working with Primavera in 2001 as part of an integration project with JD Edwards World. Since then, he has helped numerous clients integrate Primavera with many other systems, including PeopleSoft, Timberline, and Oracle EBS. His work revolves around helping people make best use of Primavera and other software investments. Sometimes this involves heavy integration; sometimes it involves customization and automation of business processes. Sometimes it simply involves listening to people talk through their business goals and helping them come up with workable solutions. Daniel's background includes a Ph.D. in Physics from Caltech, many years of programming in C, C++, and C#, and for the past decade leading numerous software development projects oriented around Primavera. Dr. Williams is the author of Oracle Primavera P6 Version 8: Project and Portfolio Management, Packt Publishing. I would like to thank my wife, Heather, for being the cornerstone of our family and allowing me to pursue a career I love. Deepak Vohra is a consultant and a principal member of the NuBean.com software company. Deepak is a Sun Certied Java Programmer and Web Component Developer, and has worked in the elds of XML, Java programming, and J2EE for over ve years. Deepak is the co-author of the book Pro XML Development with Java Technology, Apress and was the technical reviewer for the book WebLogic: The Denitive Guide, O'Reilly Media. Deepak was also the technical reviewer for the book Ruby Programming for the Absolute Beginner, Course Technology PTR, and the technical editor for the book Prototype and Scriptaculous in Action, Manning Publications. Deepak is also the author of the books JDBC 4.0 and Oracle JDeveloper for J2EE Development, Packt Publishing, Processing XML documents with Oracle JDeveloper 11g, Packt Publishing, and EJB 3.0 Database Persistence with Oracle Fusion Middleware 11g, Packt Publishing. www.it-ebooks.info Bryan Gardner has more than 15 years of experience in various areas of construction administration, project control, and project management. Prior to joining Critical Business Analysis in 2004, he had managed many projects in the commercial and educational segments of construction. During that time, Bryan gained signicant insight into enterprise management systems and information technology for construction. In addition to his years of hands-on experience with Primavera products, in the last eight years, Bryan has consulted for many large and medium size rms for Contract Manager and P6, including clients in the oil and gas, engineering and construction, aviation, manufacturing, and public works sectors. Bryan is a certied Trainer and Implementation Consultant for Primavera Contract Management and P6. Bryan is procient in the use of the Oracle BI Publisher and Sybase InfoMaker report writers in conjunction with Primavera products and trains others to be as well. Bryan has presented on Contract Management topics at the Primavera User Conference in 2007 and 2008 as well as the Collaborate conferences in 2011 and 2012. Most recently Bryan has been working with the Project Controls group of a major Canadian oil company, working their business functions and specialized reporting requirements into the Primavera application set. Bryan works each day to support the successful implementation and long term use of Contract and Project Management systems, utilizing his real world and consulting experience to provide a sensible and functional solution. www.it-ebooks.info www.PacktPub.com Support les, eBooks, discount offers and more You might want to visit www.PacktPub.com for support les and downloads related to your book. Did you know that Packt offers eBook versions of every book published, with PDF and ePub les available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at service@ packtpub.com for more details. At www.PacktPub.com, you can also read a collection of free technical articles, sign up for a range of free newsletters and receive exclusive discounts and offers on Packt books and eBooks. TM http://PacktLib.PacktPub.com Do you need instant solutions to your IT questions? 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Find out when new books are published by following @PacktEnterprise on Twitter, or the Packt Enterprise Facebook page. www.it-ebooks.info Table of Contents Preface 1 Chapter 1: Welcome to Oracle Primavera Contract Management v14 11 Contracts 12 The contract in simplied terms 12 Oracle Primavera Contract Management in a nutshell 16 Don't be afraid 18 Summary 19 Chapter 2: Information Overload 21 Types of project information 22 Where does all this information come from 25 Using a hierarchical structure 27 Storage of information 29 Summary 31 Chapter 3: So Much to Manage 33 Types of information 33 Information sent or received 36 Information sent 36 Information received 36 Module Types 37 Requests 38 Notices 40 Noncompliance Notice 40 Proposals 42 Changes 42 Summary 44 www.it-ebooks.info [...]... www.it-ebooks.info Welcome to Oracle Primavera Contract Management v14 Oracle Primavera Contract Management in a nutshell The contractual relationship is the center of the universe as far as PCM is concerned There are many aspects to managing contracts in the real world There is, of course, the monetary aspect of the contract relationship and many other aspects or requirements related to a contractual relationship... (only BI Oracle Publisher) • Letters module uses BI Publisher instead of Microsoft Word • New look and feel to match P6 • Oracle Universal Productivity Kit (UPK) available • Oracle Universal Content Manager (UCM) available With all the Primavera products, Oracle has leveraged its existing technology into these products Most of the items listed above existed before the acquisition of Primavera Oracle. .. writer • 14.x: First version to use BI Publisher for report writing Quick look at Version 14 PCM Version 14's official name is Oracle Primavera Contract Management Business Publisher Edition This version has some significant changes to the past versions: • Sybase database is no longer supported (only Oracle and SQL Server) • JBOSS webserver is no longer supported (only Oracle WebLogic and IBM WebSphere)... at questions@packtpub.com if you are having a problem with any aspect of the book, and we will do our best to address it [ 10 ] www.it-ebooks.info Welcome to Oracle Primavera Contract Management v14 Oracle Primavera Contract Management is one of Primavera' s suite of tools for managing projects It has been around the industry for over 20 years and has seen many different names; however, the core of the... certain business processes PCM history Before we jump into the details, let's look at the history of this application and its humble beginnings Oracle Primavera Contract Management (PCM) has been around for many years Primavera has been known as the company of choice around the world for its scheduling tool, but in the beginning very little was known about the product called Expedition Expedition was... Commitment Contract( s) Estimated Phase 95 Commitment Contract( s) Quoted Phase 97 Budget Contract Quoted Phase 99 Document Type To and From Cost Worksheet Document Type To and From Cost Worksheet Document Type To and From Cost Worksheet 96 96 96 97 97 98 99 99 99 The Negotiated Phase 100 The Final Phase 102 Budget Contract Beyond Final Phase 105 Commitment Contract Beyond Final Phase 106 Budget Contract. .. things from the ground up It is tools like PCM that allow us to perform our jobs more efficiently This chapter will look into the beginnings of contracts and why we need tools like PCM www.it-ebooks.info Welcome to Oracle Primavera Contract Management v14 Contracts People have been making agreements between entities ever since there was a need for someone else to perform certain tasks When an organization... contacts a few of his other buddies and places contracts with them to provide the other materials needed [ 13 ] www.it-ebooks.info Welcome to Oracle Primavera Contract Management v14 All the relationships are in place for all the materials required to build this chair We now have three levels of involvement in building this self-propelled chair; there are contractual relationships formed between each... went on, so were there new features and version of the application Oracle finalized the purchase of Primavera in January 2010 including all of its applications With this purchase also came another name change to Oracle Primavera Contract Management When the acquisition happened there was a lot of speculation as to what would happen to PCM Oracle then announced the release of two new versions of PCM, one... change your terminology to match theirs Every document in every module can be associated with a specific contractual relationship entered in the system This allows for all contract- related communication to be assembled and reported [ 17 ] www.it-ebooks.info Welcome to Oracle Primavera Contract Management v14 Don't be afraid Many organizations think that implementing a tool like PCM is like throwing Microsoft . www.it-ebooks.info Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14 A one-stop reference to concepts. Kelly BIRMINGHAM - MUMBAI www.it-ebooks.info Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14 Copyright © 2012 Packt Publishing All