Whats new in primavera unifier - Oracle Primavera P6 Collaborate 14

What’s New in Primavera
Unifier
Jeffrey Chapman
Senior Sales Consultant

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template2
Our Focus for Today
Unifier 9.13
Unifier 9.14
Releases that we’ll be talking about

Unifier 9.13 Release Highlights
• Maintenance Management solution enablement.
• Business Process enhancements.
• Cashflow enhancements.
• Support for SharePoint 2010 and CMIS compatible systems.
• Support for WebSphere 8 deployment.
• Porting 9.9.3 enhancements to 9.13.

Unifier 9.13 General Availability
eDelivery availability: August 2nd, 2013
Cloud availability: December 1st, 2013

Enhancement Details
Maintenance Management

Maintenance Management
 Owners/Operators need a solution to perform Maintenance
Management on their Assets.
 Maintain what?
– Mechanical & electrical installed equipment as well as other Building
Systems... (Fixed Assets):
 Steam lines, chilled-water generators, electrical generators, building
roofs, floor systems, etc...
– Moveable Equipment and Devices… (Moveable Assets):
 Medical equipment and devices, Office Equipment, any asset not
installed as part of the building structure.
Business Case

What Type of Maintenance is needed?
 Corrective:
– Just in time, as needed to correct reported problems.
 Preventive Maintenance:
– Based on quantifiable use, or a set amount of time.
 Predictive:
– Based on inspection and data collection, analysis, and (negative) trend
determination from an established “healthy” base level.

Introduction of a new
system module
“Preventive
Maintenance”
Enables access to new
Modules and New BP
sub-types, that support
the overall Maintenance
Mgmt. functionality.
Maintenance Management Enablement

Loading the Preventive
Maintenance system
module enables the
following BP option:
 Line Item > Preventive
Maintenance sub type.
New Business Process Line Item sub-type

Preventive Maintenance
LI sub-type, enables the
following New
Classifications:
 Asset
 Asset Template
 PM Book
 PM Book Template
 Meter Reading
New Line Item sub-class & Classifications

Integrated Solution Building Blocks
Module/Function Source
Preventive Maintenance System
module
New - System-level module to be
enabled by System Admin
Asset Creator BP Existing - Generic Line Item BP
Assets BP New - BP LI Classification type
Asset Templates BP New - BP LI Classification type
PM Books BP New - BP LI Classification type
PM Book Templates BP New - BP LI Classification type
Meter Readings BP New - BP LI Classification type
Job Plans BP Existing - Generic Line Item BP
Work Orders BP Existing - Generic Line Item BP
Work Order Request – from Portal Existing – Simple BP, portal-enabled

PM Book, Job Plan, Work Order Examples

Enhancement Details
Business Processes

Query Based Tabs
 A contract BP record needs the ability to show all change orders as
well as invoices against that same contract. Also, while on that same
contract, I may want to issue a change order right there against the
same contract.
 An equipment BP record needs the ability to show the history of all
work orders performed on this piece of equipment. Also, while I am on
that equipment record and browsing through the WO history, I may
want to create a new WO against the same.
Business Case

Query Based Tabs
 A mini BP log within a BP that displays records based on a pre-defined
query.
 Setup BPs in a Parent/Child relationship.
– E.g. Display all Work Orders for an Asset.
 Can specify the parameters to load BPs.
– E.g. load only Active and Pending records.
 Supported BP types
– Cost
– Line Item

Query Based Tabs
 Compute summary information on a given
data element to the Parent BP.
– E.g. Count of Active Work Orders for an Asset.
 Create a new BP directly from Query
Based Tab.
– E.g. Create new Work Order on an Asset.
 QBT can query the records from…
– Same shell or project
– Across shells or projects
– Company

Query Tab on Change Management BP
Example list of Commitment
tab within an Change
Management BP.
 Display Records based on
Reference Picker
relationship and query
conditions on the log.
 Perform BP actions, such as
Open, New, Copy, and Find.

Create New BP
 Creating a new BP
within Query Tabs
opens the New
Record window.
 Automatically
populate Reference
Picker DE based on
the master BP value
(e.g., Change
Management No.).
This value may be
modified.

 In this example, the
Summary Element is
configured to show the Total
of the Amount field for the
records returned in the query
tab.
 Summary Elements can be
configured to show Total,
Count and Average from
multiple query tabs.
Summary Element Usage

Enhancement Details
Cash Flow

Summary Curves
 As a Cost Engineer, there is a need to summarize all commitments and
trends for a project to be able to have an interactive updated EFC
(Estimated Forecast at Complete).
 As all cost information is allocated by WBS ; the summary curves need
to be consolidated by WBS.
Business Case

Auto add new curves to Summary curve
 When a new cash flow curve is created, automatically add the cash
flow curve to a Summary curve.
Business Case

Auto add new curves to Summary curve
 At the time of creation of a cash flow curve choose 1 or more Summary
curve(s) to add this new curve.
 This is an optional step and a new curve is added to the Summary
curve only if option is chosen by the user.

New Summary tab in Properties

Detailed WBS codes in Summary Curves
 When two or more cash flow curves are summarized, show WBS
details for the cash flow curves (when possible).
Business Case

Detailed WBS codes in Summary Curves
 When creating a Summary cash flow curve if WBS details are available
for all of the curves, summarize the data at individual WBS levels and
show them in the details.
 If there is a curve in the selection which does not have “WBS level”
details then the existing Summary behavior will continue to prevail.

Summary curves can now display
details at the WBS levels

Enhancement Details
Technology Upgrades

Configurable Unifier help system
 Unifier Help is delinked from the
Unifier Application.
 By default the help is linked to the
“docs.oracle.com” URL.
 Customers can download the help
system and deploy it in their local
servers.
 Local help system URL is entered
in Unifier Configurator.

Improved Password security
 Increased security on how the
passwords are encrypted and
stored in the database.
 All passwords in the Unifier
system are encrypted by Oracle
approved Crypto algorithm.
 Change is transparent to the user.

Other Enhancements
 SharePoint 2010 can be used as
content repository.
 CMIS compliant system support
– Customers can now use any content
management server that is CMIS
compliant. e.g. Alfresco
 Unifier can be deployed on the
Websphere 8.

Other Enhancements
 Project In-bound email now
conforms to Oracle standard
(suffix email id pattern).
 “File Transfer Application” is
renamed to “File Transfer Utility”.
 Re-enabled Mapping capabilities.

Enhancement Details
Ported from 9.9.3 to 9.13

Business Process Enhancements
 All business process types that currently support multiple tabs have
been extended to support 8 tabs.
 Line Item mapping from references during auto-creation - Copy line
items from a referenced business process onto an auto-created
business process.
 Ability to calculate and display total and/or average value on integer,
currency, and/or decimal amounts in a line item grid.
 Ability to add business process data pickers to shell attribute forms.
 Ability to add business process pickers and business process data
pickers to schedule attribute forms.
Enhancements from 9.9.3 to 9.13

Cash Flow Enhancements
 Preserve forecasted values and do not replace forecast with Actuals
until user specified date.
 Ability to modify forecast information for the current period in addition
to a future periods.
 Hide incremental spike in forecast curve when Actuals replace the
Forecast in the current month.
 Ability to honor Profile Distribution, keeping time lapse into
consideration when forecast end dates are changed.
 When connecting Forecast curves to Actuals, leave future WBS
undisturbed.

Technology Enhancements
 Ability to upload multiple templates of type RTF, PDF, Excel and eText
for BI Reports and Custom Reports.
http://my.oracle.com/site/gbu/Primavera/Products/PrimaveraUnifier/index.html
For the complete details on the 9.9.3 features replay the webcast @

What’s new in Unifier 9.13 UPK
 Learn about new features in Primavera Unifier 9.13 @
– http://docs.oracle.com/cd/E40872_01/English/User_Guides/PlayerPackage
/index.html

Unifier 9.14 Release Highlights
• Base Product Updates (Cost Controls & Project Delivery)
• Cash flow enhancements
• Preventive Maintenance enhancement
• Mobile UI Re-skinning

Unifier 9.14 General Availability
eDelivery availability: December 20th 2013
Cloud availability: TBD

Base Product Enhancements

Unifier 9.14 – SKUs v2.0 Update
 Addition of Help Files for each Business Process in Cost Controls.
 New Custom Reports
 New Custom Prints
– Contracts
– Payment Application
– RFIs
 Taking advantage of functionality added in 9.13
– Query Based Tabs being used in the likes of Contracts to display related
Change Orders and Payment Applications.
 Various fixes and tidy up to existing Business Processes.
Cost Controls & Project Delivery Updates

Unifier 9.14 – SKUs v2.0 Update
 Cost Controls
– All Projects Contract Summary
– All Projects Contract Summary
with Actuals
– All Projects Cost Report
– Contract Summary
– Contract Summary with Actuals
– Items Overdue
– Project Cost Report
– Risks and Issues
– Tasks Due within 7 Days
Custom Reports
 Project Delivery
– All Project Daily Reports
– Design Reviews
– Items Overdue
– Project Daily Reports
– Submittals by Submittal
Package
– Tasks Due within 7 Days

enhancements

 When a Work Order is auto-created from a PM Book, it will carry
forward and display the source Asset reference in a data picker on the
PM Book.
 Asset Information is automatically carried over to PM Book and Work
Order.
 No need for data picker query configuration on Administration side.
Asset Data Picker on PM Book

Asset Data Picker on PM Book
 An Asset BP record creates a
PM Book BP record.
 The PM Book record holds an
asset data picker that gets
populated with the source
asset information.
 The PM Book auto-creates a
Work Order record for the
asset's maintenance.
 The Work Order record
displays the asset information
from the PM Book.

Cash flow Enhancements

Summary Curves
 As a Cost Engineer, there is a need to have a default summary of all commitments and trends for a
project to be able to have an interactive updated EFC (Estimated Forecast at Complete).
 Need advanced filtering capabilities on Summary Curve by following parameters
i. WBS selected by users : As Projects are split into several work packages, a set of WBS
represents each work-package. There is a need to be able to customize the summary curve by
selecting a set of WBS.
ii. By period : As Projects could last several years, and as budgets are approved on a yearly basis,
there is a need to customize the summary curve by time range..
iii. By Curve type : As the summary curve is consolidated by curve type, there is a need to be able
to customize the summary curve by curve type : commitments, trends, forecasts etc.
Business Case

Cash flow enhancements
 Provide a system Cash Flow Summary Curve that automatically
includes all Active Cash Flow records within a Shell/Project.

Default Summary
curve automatically
created

Auto Summarizes
across data sources
from all Active curves
in the Project

Cash flow enhancements
 Provide enhanced Filter capability in the Cash Flow Worksheet for
Summary curves
– Ability to define a composite filter using a combination of curve type, WBS
and time periods.
– Ability to save filter conditions
– Saved Filter conditions are stored in a global pool and can be accessed by
any user and any Summary Curve
– Filter is applied both on Graph and cash flow grid

New- filtering
capability on Summary
curves

Filtering on
1) Curve types
2) Time scales
3) WBS/Summary
WBS

Mobile Re-skinning

Mobile UI Re-Skinning
 Re-skinned with Blue-Sky UI theme.
 Consistent with other PGBU mobile products.
 Easy-to-use navigation for Tasks, Business Processes.
 No new Functional Enhancements.

Mobile Re-Skinning
Login and Home Screens

Company Workspace and Tasks

Business Processes and Line Items

Whats new in primavera unifier - Oracle Primavera P6 Collaborate 14

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