AUGUST 2013 - OVERVIEW OF ORACLE PRIMAVERA UNIFIER & CONTRACT MANAGEMENT

welcome to the unifier webinar I'm going to assume the role of a project manager for an owner that is locked in to unifier and once you log into the unifier software you have tabs up along the top called home company workspace and all projects we're going to start with the home tab and when you log in you will have on the left hand side a folder structure which has the different unifier folders and on the right hand side you'll have a workspace which will tell you certain things as far as tasks messages any drafts for documents which we'll talk a little bit more about later and any internal emails in any projects or tasks that you are assigned to clicking on the tasks tab allows you to see specifically tasks that you have been assigned to within the software messages are any messages that come to or from other participants that are in the software drafts are any documents that you're working on within a certain business process such as requests for information budgets contracts that have not been completed and are still in transition of being worked on and that will be in your drafts you mail is any internal email that has been sent within the software and the master business processes are any business processes that you have been assigned to such as change orders request for information transmittals you can click on any of those business processes and then actually see the actual documents as we're used to seeing and can actually click and access any of those documents within a business process such as RFI's next i'm going to go to the company workspace we're assuming the role of an owner called Philadelphia County school the way the software is set up is that whoever is the owner of the company will set that up with collaboration and document manager and resource manager company logs and reports to support that owner or company that is set up one of the things that's different than contract management is you can assume a role and have different documents assigned within unifier you have a soul proprietary owner that is in charge of this company workspace so when we say company workspace we're also relating that to who the owner is that's using the software and within this company workspace we have different ways that we can view information but what we're going to do is we're going to go from what's called user mode to administration mode and here what we have is a way to based on your user rights a way to create all the different attributes that need to be set up to support Philadelphia County Schools we have what are first called partner companies partner companies are people or companies or users that will participate in unifier that support Philadelphia County school so what we have here is we have a general contractor who will be doing the work for the owner a consultant that acts as the basically the owner's representative and then we have design group which will be the architect so just a basic set up to understand how partner companies work and these are companies that will participate in the software under user administration we have what are called company users company users are users that will be logging into the software under the owner Philadelphia County school in this example partner users again we talked about the partner companies these will be the actual users under the partner companies and then we have groups where we can take those different users and put them into a group under a group name under system reports a nice feature of unifier is that anyone that has the correct access at this level can log in and actually see user information as they've logged into the software so here what we can do is click on the usage detail by user and it will actually run a audit report so if I click run here I can see that I have different users that have logged into the software and I can actually see an audit report of when they logged in the date the time their usage and what parts of the software they actually accessed so under the administration mode is where a administrator will set up all the different information and attributes about that company under company workspace under all projects tab this is where we have all of the different projects that will be created and in this case we're using the Philadelphia School District as the owner we have different tasks messages drafts and new mails that pertain to this overall projects tap and then down here we have the actual projects that will be listed and you also have under view dashboard a way to see different information about all of the projects and to log into an individual project you can double click here on an actual project and now we've drilled down into the actual project itself and here I can see I've got a folder structure on the left and on the right I have my workspace an under view dashboard I can have different graphical dashboards that can be displayed here I'm showing my contracts by status and I can actually put my mouse on the graphic right here and get a little pop-up box that shows me information change orders then project delivery on my dashboard I can see action items RFI's and submittals or the time with that we have in the webinar we we don't have time to go through all of these different modules some of the important ones though that will key on is cost manager which is our cost worksheet so if we click on the cost sheet and double click that here's where I can see all of my cost information pertaining to my project and I can see that I have my original budget anyone who's familiar with contract management you will notice that a lot of these columns are the same I can expand which is kind of nice and unifier that I can also have a rollup you know based on CSI code of my different cost codes I have my you know approved revised budget then I have my commitments so the cost she is where we'll see all the cost information and what's kind of nice here too is that I can click on any of these cost codes and actually it will take me into that cost code and show me where this cost code has been allocated to so the cost manager is where we'll see all our cost information under project delivery this is where we'll see all of our different documents such as daily reports meeting minutes RFI's submittals transmittals so a lot of our project documents but the wait unifier refers to these is not documents which is what we're kind of used to calling them in contract management these are business processes unified unifier designates different business processes such as a request for information business process and allows you to have a workflow and a process for actually creating what we would call a document under cost controls we have all our cost information such as budgets contracts change orders purchase orders payment requisitions and so forth so we're going to go into project delivery and click on request for information business process and here we have a record of all our different RFI's that have been created which we're typically used to calling documents and if I click on one of those I can open up an existing RFI document in the request for information business process which is how unifier is set up so here I can see I have a RFI with some basic information I can click on the different tabs and roll that up or down and I can use my scroll button or scroll on my mouse to scroll up and down to see different parts of the document and I can use the closed window so to actually create a document we click new and it will create a new document within that business process and here we can give it a title then we have a specific right here red asterisks for required fields then under category I can select my different information I can link it to a specific contract which is important because there is a weight records and a way that you can link documents to specific contracts so we'll select that contract as being linked to this RFI you'll reference numbers of contractor number architect number required date type the question here you have a proposed solution quite the answer now obviously an RFI has to go through a process so what we'll actually do is just type the question and then once that information has been filled in then we go to workflow actions and say send for response and we can actually send that to somebody in this demonstration I'll send it to myself Michael stall click OK and then send and that will send a document to that individual in this case I'm sending it to myself here I can see I have a new task I can click on that here I've got the RFI so now I can double click that now I'll actually open the RFI and once it's been open I have to accept the task and I can see here that I've received a email notifying me that this is a system-generated email I've been sent an RFI here I can see all the information about that RFI and at the bottom I have two options within unifier I can click here to login if I'm not logged in and option two which is nice is I can actually select a response in my workflow submit final response submit technical review or send back for clarification and I also have a PDF of the actual RFI that I can see so what's nice is it notifies you automatically of an RFI so I've accepted the task I then can submit final response click send again I'm saying this to myself here it shows up in my tasks so I can double click that open up the RFI and based on the workflow which I'm going to show here in a second I accept the task then once I've accepted the task I can go to my workflow and I'll choose closed RFI send again here's my action items now what I can do is I can go to my document manager documents and I can go to project delivery and I can actually see my document and again I have another email that is popped in that shows me that I've been sent that RFI and here I can actually see my documents and a PDF what I'm going to do is go back to my project delivery and I'll actually go back to my overall project go to tasks open up that RFI what I want to show next is that RFI has to go through a process and during that process or business process as unifier defines it I can now select different information and in my RFI's i have a workflow that can be set up so here I'm going into my underground utilities RFI and that workflow of who it's going to and from can be predefined and if I click down here under task details to view the process details here I can see my RFI process you know creation and clarification coordination acceptance technical review end and I can see any of the users and I can see its status and then I can click view graph it an under view graphic I can see my actual workflow that has been created and I can see the actual business process for my RFI's and this is the same for any document that's created the other nice thing is that if I go to my cost controls budgets and I open a document in unifier any budget or contract that's been created will be listed here budget approval is where we would normally see our budget information under contracts we have our committed contracts so I'm going to go back to budget approval and what I want to show is that any document that's created under budget can be set up to be it's you know set up between the owner and here is an example of contingency and I can double click that and pretty similar to contract management here I can see my contingency cost code and I can see my allocation one of the nice things about unifier that we kind of related to in contract management as issues is a way to link documents to each other and be able to see that audit trail an in unifier if I open up a specific contract in this case it's a committed contract and I go to view reference records here I can get what we call the spiderweb where I can actually see documents that are related to this contract and on the right hand side I can see a list of those documents but here I can see any RFI's vendors change orders budgets meeting minutes daily reports all related to this contract then if I close this window and I go to view audit log I can also get a list of all the different individuals that have logged in to this contract and modified it so I want to thank you for attending the webinar there is a lot more to unifier but for our time purposes here we're able to show just some of the basics if you have any questions please feel free to email us again I want to thank you for attending the webinar and have a good day

Channel: DRMcNattyAssociates

Views: 15,523

Rating: 4.625 out of 5

Keywords: Oracle, Unifier, Contract Management, P6, McNatty, Primavera

Id: 7JETKmwBZt0

Length: 24min 46sec (1486 seconds)

Published: Thu Sep 05 2013