Oracle’s Primavera Unifier Project Controls—Features
World-Class Project Controls
Automate, track, and manage budgets, commitments, spends, forecasts, and business processes within the organization and across the supply chain, including design coordination, field engineering, construction administration, and more. Develop multiple capital planning scenarios, include top-down and bottom-up cash flow models, and approve portfolios for execution.
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Manage projects using separate cost control processes to track every dimension of project financials and view graphical cash flows.
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Manage all contracts and change orders in detail to ensure payment integrity.
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Measure project performance and progress with Earned Value Management.
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The cost sheet dashboard provides rolled-up information from all project financials with drill-down into details.
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Improve collaboration by enabling team members to respond from anywhere.
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Select the right mix of projects for your plan/portfolio based on one or more criteria.
- Présentation
- Fonctionnalités
Feature
Benefit
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Project cost control
- All cost transactions leverage Primavera Unifier’s best-in-class workflow capabilities to standardize and automate across the enterprise
- Universal linking to all other project business processes and documentation
- Full template capabilities to support varying practices across business units, programs, or project types
- Manage complex cost breakdown structures and business rules, with either hard-stop or advisory enforcement
- Roll-up of all project costs within the project and across the enterprise
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Bid and procurement management
- Replace manual processes with confidential, web-based access for internal and external users
- Send bid invitations, receive and review bids, and maintain all related attachments and communications
- Provide bidders with simple bidding forms to foster collaboration and submission of bids
- Full vendor management, including vendor preapproval, evaluations, and detailed search capabilities
- Automated bid tabulation for all cost and qualitative information
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Contract management
- Manage all contract types (lump sum, T&M, cost plus, and more) at a virtually unlimited level of detail
- Full change management with visibility into risks, trends, and other change-initiating information such as RFIs
- Full multicurrency capabilities with the ability to select pegged, hedged, or floating currencies at the transaction level and full roll-up to the project and organizational levels
- Integrated with the cash flow module for contract-centric views of baselines, actuals, and forecasts
- Attach drawings, specifications, and any other supporting documentation to contract records
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Cash flow management
- Track baseline budgets, actual costs, and manage forecasts either manually or automatically
- View cash flow data both graphically as cash flow curves and in worksheet form for ease of data entry
- Utilize actuals from other systems (ERP or others) to automate the update of forecasts using custom curve profiles
- Perform cash flow calculations for entire projects, individual contracts, or at cost code level
- Linked to Primavera Unifier Capital Planning for top-down and bottom-up visibility and comparison
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Earned value management
- Synchronize one or many Primavera P6 Projects and their baselines into the Unifier project Activity Sheet
- Create resource and role rate sheets that can be assigned to projects and baselines in the Activity Sheet
- Retrieve data from the Activity Sheet into Earned Value Management
- Earned Value Management graphs showing PV, EV, AC and ETC
- Earned Value Management tables that include typical indices including CPI, SPI, TCPI, CV and SV. The tables can be filtered by Project, WBS and CBS
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Schedule management
- Manage schedule activities with fully configurable metadata at the activity and resource level
- Use standalone, or via import/export or integration with Primavera P6 and Microsoft Project
- Link activities to business processes, allowing automatic creation and routing of workflow items
- Use schedule dates to automatically drive cash flow and earned value functions
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Design coordination
- Automate creation of projects with routing based on project cost or other parameters
- Maintain latest basis of design documents with revision control
- Manage design reviews across all disciplines with rich commenting capabilities
- Track all design sets throughout your organization’s project phase gate methodologies
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Project collaboration
- Maintain automated business processes and logs for meeting minutes, action items, correspondence, and more
- Coordinate with external parties via supplemental instructions and design change requests
- Enforce compliance to daily, weekly, and monthly reporting schedules
- Utilize designer configuration tool to create virtually any business process form and workflow
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Construction coordination
- Manage notices to proceed, RFIs, submittals, and similar processes
- Control the project closeout process with punch lists, closeout checklists, warranties, and turnover documentation
- Maintain safety logs with incident reports that are reportable across all projects
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Phase gate management
- Define organizational standard methods to manage project phase gates
- Automatically advance projects through the phase gates using system activities as trigger elements
- Modify the system interface automatically as gates are passed, allowing only certain items to be visible, depending on current phase
- With permission, allow manual override of trigger items or manually advance projects
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Fund management
- Manage all funding sources and track consumption at all hierarchy levels
- Multilevel allocation, appropriation, and consumption of funds in parallel to project budgets
- Automate the entire fund management process with virtually unlimited workflow capabilities
- Control consumption of funds manually or by fund ratio or order down to the schedule-of-value level of detail
- All funding information across the enterprise rolls up to a single consolidated view for full fund activity visibility
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Multiscenario planning
- Full visibility of project attributes for prospective projects, at any level of the organization’s project hierarchy
- Include/exclude candidate projects from plan based on criteria
- View each scenario in an easy-to-use, editable grid format
- Sort, filter, and group important project information to analyze and optimize each portfolio
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Flexible timescales
- Define different timescales for different portfolio types
- Manage different granularities across the horizon (quarterly for first two years; yearly for next thirteen years)
- Consolidate actuals and forecasts from projects in execution to match granularity
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Cash flow forecasting
- Allows planner top-down information for prospective projects, as well as bottom-up data from project manager during execution
- With permission, planners and project managers can see each other’s cash flow data
- Planners can choose to maintain dynamic link to ongoing projects to see real-time roll up
- All cash flow information rolls into subsequent (next year) portfolio plan
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Document management
- Full-featured document management capabilities embedded within the cost control system
- Revision control, check in/out, commenting, and full audit logs of all activities
- Utilize Oracle’s AutoVue for generic viewing and markup capability across hundreds of file types
- Utilize automated project email address to send files to the system via email
- Linked to all Primavera Unifier business processes for both sending and receiving of files, with maintained relationships to all business process records
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Dashboards and user-defined reports
- For projects in execution, visualize roll up of all project information on a universal project landing page
- Fully configurable dashboards, either as enterprise standards or on a per-user basis
- User-definable reports for quick and easy summary or detail views
- Export reports to spreadsheets, PDF, and schedule reports for automated delivery
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