Product tour—Quick-start capital project management

Manage projects and portfolios with one cohesive solution

Digitize and automate your capital project planning and execution processes to improve efficiency, profitability and operational reliability.

Based on Oracle's 20+ years of capital program management expertise and leveraging industry and customer best practices, Primavera Unifier Essentials includes 55+ pre-configured, guided business processes to help you prioritize the right projects, deliver them successfully and maintain them efficiently.

Primavera Unifier Essentials

Digitize and automate your capital project planning and execution processes to improve efficiency, profitability, and operational reliability.

Based on Oracle's 20-plus years of capital program management expertise and leveraging industry and customer best practices, Primavera Unifier Essentials includes more than 55 preconfigured, guided business processes to help you prioritize the right projects, deliver them successfully, and maintain them efficiently.

Align your capital projects and programs to your organization's strategic goals by easily accessing up-to-date relevant project information and using consistent prioritization criteria and processes.

Access to complete and up to date historical and current project data helps inform project selection and improves accuracy of budget development.

Ensure your capital plan aligns to your organization’s strategic goals by using consistent prioritization and success criteria.

Portfoliowide planning

Align your capital projects and programs with your organization's strategic goals by easily accessing up-to-date, relevant project information and using consistent prioritization criteria and processes.

Access complete and up-to-date historical and current project data to help inform project selection and improve the accuracy of budget development.

Select the projects you want to compare based on the evaluation criteria you have determined.

Use past and current project data

Select the projects you want to compare based on your evaluation criteria.

Heat maps clearly show you a visual representation of your priorities and let you filter by different criteria.

Visualization supports data-driven decisions

Heat maps provide a clear visual representation of your priorities and enable you to filter by different criteria.

Centrally manage, plan, and control costs (budgets, POs, payments, change management and bids) across your complete portfolio leveraging integrated processes, consolidated data and out-of-the-box reports and dashboards.

Cost planning and cash flow management

Centrally manage, plan, and control costs (including budgets, POs, payments, change management, and bids) across your complete portfolio by leveraging integrated processes, consolidated data, and out-of-the-box reports and dashboards.

Automate funding management across multiple external sources or internal budgets.

Manage multiple funding sources

Automate funding management across multiple external sources or internal budgets.

Manage commits at the enterprise and project levels, including project level commits against master agreements. Leverage integrations with DocuSign and Acrobat Sign for digital signatures.

Connected cost and contract management

Manage commits at the enterprise and project levels, including project-level commits against master agreements. Leverage integrations with DocuSign and Adobe Acrobat Sign for digital signatures.

Automate bid, contract, change and payment management in one system.

Assign and track your schedule of values to enforce governance and prevent mis allocated costs.

Automate retention management to ensure appropriate payment and timing.

Bring vendors in to collaborate in the system.

Centralized contract and procurement management

Automate bid, contract, change, and payment management in one system.

Assign and track your schedule of values to enforce governance and prevent misallocated costs.

Automate retention management to ensure appropriate payment and timing.

Invite vendors to collaborate in the system.

Speed processes and reduce errors with one smooth flow from bid, through contract creation, change management and cost.

Change management

Speed up processes and reduce errors with one smooth flow from bid through contract creation, change management, and cost.

Customer highlight: NYU Langone Health issues POs in just 15 minutes.

Primavera Unifier Essentials has a form-based workflow engine.

Once an RFI creation form is completed, the related workflow is automatically generated.

You determine the participants and Primavera Unifier Essentials records and tracks all actions for easy access, review and approval to help keep all of your critical projects on track.

Approval flows: RFIs

Primavera Unifier Essentials has a form-based workflow engine.

Once an RFI creation form is completed, the related workflow is automatically generated. You determine the participants, and Primavera Unifier Essentials records and tracks all actions for easy access, review, and approval to help keep all your critical projects on track.

Rules that mirror signature authority limits can be set up in the system, so that based on the amount of the contract, requests for approval will go to the right individuals.

Streamline approval flows

Many Primavera Unifier Essentials’ processes are workflow based and support initiation, routing, tracking, and closeout.

By setting up the system and automating approval flows, there is no risk of a contract missing a signature or getting lost. Tracking provides visibility and helps eliminate project delays.

Multilevel and conditional workflows

Initial and subsequent reviews are easily supported.

Primavera Unifier Essentials supports multilevel, conditional, and subsequent reviews to help ensure resolution.

Reduce overall risk by identifying more risks by providing your team with access to a central risk register.

Easily track risks from identification and quantification through to action and resolution.

Predictive alerts within Primavera Unifier Essentials give you the information you need to take proactive action, before your projects are impacted.

Cross-project risk management

Reduce overall risk by providing your team with access to a central risk register to help them capture more risks.

Easily track risks from identification and quantification through to action and resolution.

Predictive alerts within Primavera Unifier Essentials give you the information you need to take proactive action before your projects are impacted.

Unifier Essentials’ form-based workflow engine develops the punch list from the Owner Walk Through form.

After creation, the Oracle system assigns individual punch list items to responsible individuals, who are instantaneously notified through Primavera Unifier Essentials.

Due dates, inspection readiness and close out are all communicated and tracked in Unifier Essentials.

Automatically create punch lists from owner walk-throughs

Primavera Unifier Essentials’ form-based workflow engine develops the punch list from the Owner Walk Through form.

After creation, the Oracle system assigns individual punch list items to the responsible individuals, who are instantaneously notified through Unifier Essentials.

Due dates, inspection readiness, and closeouts are all communicated and tracked in the system.

Primavera Unifier Essentials includes 20 pixel-perfect reports and dashboards designed based on 20+ years of successful implementations and using Oracle analytics publisher, the tool used to create reports and dashboards for leading global ERP systems.

Advanced reporting— out of the box

Primavera Unifier Essentials includes 200 reports and dashboards, each designed based on more than 20 years of successful implementations and built using Oracle Analytics Publisher, the tool used to create reports and dashboards for leading global ERP systems.

Ensure you are prioritizing the right projects, executing them successfully and maintaining them efficiently.

Primavera Unifier Essentials

Ensure you’re prioritizing the right projects, executing them successfully, and maintaining them efficiently.

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