Oracle Primavera Contract Management, Business Intelligence Publisher Edition v1电子书

Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14

Table of Contents

Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14

Credits

About the Author

About the Reviewers

www.PacktPub.com

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Free Access for Packt account holders

Instant Updates on New Packt Books

Preface

PCM history

PCM versions

Quick look at Version 14

PCM concepts

What this book covers

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Welcome to Oracle Primavera Contract Management v14

Contracts

The contract in simplified terms

Oracle Primavera Contract Management in a nutshell

Don't be afraid

Summary

2. Information Overload

Types of project information

Where does all this information come from

Using a hierarchical structure

Storage of information

Summary

3. So Much to Manage

Types of information

Information sent or received

Information sent

Information received

Module Types

Requests

Notices

Noncompliance Notice

Proposals

Changes

Summary

4. The Almighty Spreadsheet

Overusage of the spreadsheet

Accountability

My spreadsheet

Spreadsheet = silo

Summary

5. There Is a Better Way

What to use

Accessibility

Security

Integration

Capabilities

Configuration and customization

Output

Forms

Reports

Letters

Dunning Letters

There are options

Summary

6. The Big Picture

Thirty-thousand foot view

The money

A matter of perspective

Understanding the hierarchy

Project hierarchy

The cost hierarchy

Summary

7. System versus Silo

Typical silo approach

What's wrong with this approach

The system approach

Summary

8. Follow the Money

It starts with the Cost Worksheet

Contracts

Actuals

Procurement

Variances

Miscellaneous

Drilling down to the detail

Summary

9. The Only Constant Is Change

Understanding the process

What happens on the Cost Worksheet?

Example of a Change Management matrix

Budget Contract Estimated Phase

Document Type

To and From

Cost Worksheet

Commitment Contract(s) Estimated Phase

Document Type

To and From

Cost Worksheet

Commitment Contract(s) Quoted Phase

Document Type

To and From

Cost Worksheet

Budget Contract Quoted Phase

Document Type

To and From

Cost Worksheet

The Negotiated Phase

Budget Contract Negotiated Phase

Document Type

To and From

Cost Worksheet

Commitment Contract Negotiated Phase

Document Type

To and From

Cost Worksheet

The Final Phase

Budget Contract Final Phase

Document Type

To and From

Cost Worksheet

Commitment Contract Final Phase

Document Type

To and From

Cost Worksheet

Budget Contract Beyond Final Phase

Document Type

To and From

Cost Worksheet

Commitment Contract Beyond Final Phase

Document Type

To and From

Cost Worksheet

Following a change

Issues

Initiating the change

Rejecting a change

Types of changes

Summary

10. Time to Get Paid

Cost Worksheet and payments

Difference between Payment Requisitions and Invoices

Setting up the Payment Certificates module

Cost options

Project Settings

Cost Settings (Contract level)

Creating the Payment Requisition template

Adjusting and adding Pay Items

Processing payments

Invoices

Summary

11. Reading your Crystal Ball

How is this possible

Forecasting

Trends

Summary

12. Managing Drawings

What are drawings

Adding drawings to my project

One by one

Import

Third-party import tools

Managing drawings

Revising drawings

Distributing drawings

Summary

13. Processing Submittals

Submittal overview

Concepts for submittal management

Multiple reviewers

The submittal register

Submittal setup

Submittal packages

Group by specification section

Group by vendor

Managing submittals

Transmittals

Summary

14. Out in the Field

Request for Information

Meeting Minutes

Daily Reports

Punch List

Summary

15. P6 and PCM

Connecting the tools

P6 connected to PCM

All modules

Daily reports

Submittals

Payment requisitions

PCM connected to P6

Schedule information

Update cost information

Dictionary information

Summary

16. Where Do We Go from Here?

One man's opinion

The next step

No one likes change

Proper implementation

Proper training

Mentoring

Summary

17. The New Contract Management Tool

History

What does this mean?

What does Unifier do for you?

Summary

Index