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Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14

Book Description

A one-stop reference to concepts and usability of the core modules of a complex application

  • Contract Management concepts

  • Understand PCM from thirty-thousand feet to the ground

  • What you learn can be used when working with previous versions

  • Section on the new Primavera Unifier

In Detail

Oracle's Primavera Contract Management, Business Intelligence Publisher Edition is a document management, job cost, and field controls solution that keeps construction projects on schedule and on budget through complete project control.

"Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14" explains the concepts behind the core modules and how to use them.

"Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14" makes this complex application understandable. You will understand the concepts behind the core modules and how to use them.

This book starts with some basic introduction to Contract management and then covers the advantages and disadvantages of using a spreadsheet in managing information on a project. The book then covers in detail the concepts involved with how it works from a 30,000 foot view and explains the concept of how Oracle Primavera Contract Management is diametrically opposed to a spreadsheet mentality.

The book also covers the aspects of how Oracle Primavera Contract Management manages the money and contractual relationships on a project.

Table of Contents

  1. Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14
    1. Table of Contents
    2. Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    7. Preface
      1. PCM history
      2. PCM versions
      3. Quick look at Version 14
      4. PCM concepts
      5. What this book covers
      6. Who this book is for
      7. Conventions
      8. Reader feedback
      9. Customer support
        1. Errata
        2. Piracy
        3. Questions
    8. 1. Welcome to Oracle Primavera Contract Management v14
      1. Contracts
      2. The contract in simplified terms
      3. Oracle Primavera Contract Management in a nutshell
      4. Don't be afraid
      5. Summary
    9. 2. Information Overload
      1. Types of project information
      2. Where does all this information come from
      3. Using a hierarchical structure
      4. Storage of information
      5. Summary
    10. 3. So Much to Manage
      1. Types of information
      2. Information sent or received
        1. Information sent
        2. Information received
      3. Module Types
        1. Requests
        2. Notices
        3. Noncompliance Notice
        4. Proposals
        5. Changes
      4. Summary
    11. 4. The Almighty Spreadsheet
      1. Overusage of the spreadsheet
      2. Accountability
      3. My spreadsheet
      4. Spreadsheet = silo
      5. Summary
    12. 5. There Is a Better Way
      1. What to use
        1. Accessibility
        2. Security
        3. Integration
        4. Capabilities
        5. Configuration and customization
        6. Output
          1. Forms
          2. Reports
          3. Letters
          4. Dunning Letters
        7. There are options
      2. Summary
    13. 6. The Big Picture
      1. Thirty-thousand foot view
      2. The money
      3. A matter of perspective
      4. Understanding the hierarchy
        1. Project hierarchy
        2. The cost hierarchy
      5. Summary
    14. 7. System versus Silo
      1. Typical silo approach
        1. What's wrong with this approach
      2. The system approach
      3. Summary
    15. 8. Follow the Money
      1. It starts with the Cost Worksheet
        1. Contracts
        2. Actuals
        3. Procurement
        4. Variances
        5. Miscellaneous
      2. Drilling down to the detail
      3. Summary
    16. 9. The Only Constant Is Change
      1. Understanding the process
      2. What happens on the Cost Worksheet?
      3. Example of a Change Management matrix
        1. Budget Contract Estimated Phase
          1. Document Type
          2. To and From
          3. Cost Worksheet
        2. Commitment Contract(s) Estimated Phase
          1. Document Type
          2. To and From
          3. Cost Worksheet
        3. Commitment Contract(s) Quoted Phase
          1. Document Type
          2. To and From
          3. Cost Worksheet
        4. Budget Contract Quoted Phase
          1. Document Type
          2. To and From
          3. Cost Worksheet
        5. The Negotiated Phase
          1. Budget Contract Negotiated Phase
            1. Document Type
            2. To and From
            3. Cost Worksheet
          2. Commitment Contract Negotiated Phase
            1. Document Type
            2. To and From
            3. Cost Worksheet
        6. The Final Phase
          1. Budget Contract Final Phase
            1. Document Type
            2. To and From
            3. Cost Worksheet
          2. Commitment Contract Final Phase
            1. Document Type
            2. To and From
            3. Cost Worksheet
        7. Budget Contract Beyond Final Phase
          1. Document Type
          2. To and From
          3. Cost Worksheet
        8. Commitment Contract Beyond Final Phase
          1. Document Type
          2. To and From
          3. Cost Worksheet
      4. Following a change
        1. Issues
        2. Initiating the change
      5. Rejecting a change
      6. Types of changes
      7. Summary
    17. 10. Time to Get Paid
      1. Cost Worksheet and payments
      2. Difference between Payment Requisitions and Invoices
      3. Setting up the Payment Certificates module
        1. Cost options
        2. Project Settings
          1. Cost Settings (Contract level)
        3. Creating the Payment Requisition template
        4. Adjusting and adding Pay Items
      4. Processing payments
      5. Invoices
      6. Summary
    18. 11. Reading your Crystal Ball
      1. How is this possible
      2. Forecasting
      3. Trends
      4. Summary
    19. 12. Managing Drawings
      1. What are drawings
      2. Adding drawings to my project
        1. One by one
        2. Import
        3. Third-party import tools
      3. Managing drawings
        1. Revising drawings
        2. Distributing drawings
      4. Summary
    20. 13. Processing Submittals
      1. Submittal overview
      2. Concepts for submittal management
        1. Multiple reviewers
      3. The submittal register
        1. Submittal setup
        2. Submittal packages
          1. Group by specification section
          2. Group by vendor
      4. Managing submittals
        1. Transmittals
      5. Summary
    21. 14. Out in the Field
      1. Request for Information
      2. Meeting Minutes
      3. Daily Reports
      4. Punch List
      5. Summary
    22. 15. P6 and PCM
      1. Connecting the tools
        1. P6 connected to PCM
          1. All modules
          2. Daily reports
          3. Submittals
          4. Payment requisitions
        2. PCM connected to P6
        3. Schedule information
        4. Update cost information
        5. Dictionary information
      2. Summary
    23. 16. Where Do We Go from Here?
      1. One man's opinion
      2. The next step
        1. No one likes change
        2. Proper implementation
        3. Proper training
        4. Mentoring
      3. Summary
    24. 17. The New Contract Management Tool
      1. History
      2. What does this mean?
      3. What does Unifier do for you?
      4. Summary
    25. Index