Skip navigation
1 2 3 Previous Next

Primavera Support Blog

104 posts

Hi all,

 

On July 7, 2020 at 09:00 a.m. UK / 10:00 a.m. Paris / 12:00 p.m. Dubai, join Oracle Construction and Engineering for a live presentation on how to use and leverage the data you already have to ensure productivity and quality in your project delivery.

 

Huge volumes of data are generated and collected on and off construction sites. It’s now time to make greater use of these digital data technology to reduce costs of projects, increase productivity and improve safety. Effective use of available data can help mitigate current and future risks, and in turn reduce costs and time spent on a project.

 

During this webinar, discover how to leverage your existing data to:

  • Optimize your project schedules to minimize potential delays
  • Select project partners and suppliers objectively based on their historical performance
  • Uncover hidden risks that might blow-up unexpectedly and derail the project
  • Visualize you supply chain network and see how inter-connectedness brings about both risks and opportunities
  • Apply learnings from the past to current projects to make sure nothing obvious is missed

 

To register, please visit: https://go.oracle.com/LP=94435?elqCampaignId=248225

 

Thanks!

Ron

Visit the Oracle Primavera Cloud community to get the latest information and helpful resources.

Oracle Primavera Cloud | Customer Success Management | Aug-Sept 2019

Hi all,

 

Welcome to Spring Training 2019!  This next micro-series offers real-time visibility into performance allowing project managers and stakeholders to maximize value and make key business decisions.  Each session is 30-minutes followed by Q&A segment. Click on the session links below and download the iCalendar file, with webcast logistics, to your schedule.

 

Workflow and Forms:  April 11, 2019   |  Session 1   |   Session 2

Description:  Workflows and Forms automates complicated business processes using a predefined sequences of steps and tasks to route information between workers. Organizations use these applications to manage processes that involve many people and steps that need to be completed in a specific order.

Learning Objectives: You will learn about Workflow Design, Forms, Workflow Configuration, Start Workflows, and Monitor Workflow Status.

Audience: Project Managers and Portfolio Managers

 

Dashboards and Reports:  April 18, 2019   |  Session 1   |   Session 2 

Description:  The Dashboard application enables you to create, manage, and view custom dashboards tiles of workspace, project, and portfolio data. Dashboards provide an overview of data that is critical when monitoring projects and portfolios.  The Report application enables you to leverage customizable reports to communicate detailed or summarized information about projects. Reports are user-defined, enabling you to create reports based on specific data and design selections.

Learning Objectives:  Create charts and reports, generate different representations of your data, and customize your dashboards.

Audience: Project Owners and Project Managers

 

Tips & Tricks - Configured Fields and Views:   May 2, 2019  |  Session 1   |   Session 2

Description:  Oracle Prime Projects allows users to manage data specific to their organization by creating codes, configured fields, and user-defined views. Codes can be used to group and filter large amounts of information spanning different areas of your organization. Configured fields are specific to one object, but can be created using a variety of data types using custom formulas. Many pages support the ability to save named views, which bring together content customized for each user, project, or workspace.

Learning Topics: Codes, Configured Fields, Views

Audience: All Prime Users

 

Portfolio Management:   May 16, 2019   |   Session 1   |   Session 2

Description:  Portfolio Management is used to create, select and manage the best project combination under defined goals and (budget) constraints.

Learning Objectives:  You will learn how to:

.  Create projects and relevant portfolio details like planning periods and (entering) cash-flow data.

.  Add a project to a portfolio based on predefined criteria such as codes or user defined fields.

.  Generate a Portfolio Budget Plan

Audience: Portfolio and Project Managers

 

Thanks,

Ron

Hi all,

 

On Wednesday, February 27 at 11am EDT, please join us for the Installing and Configuring Primavera Data Warehouse and Analytics R17.12 webcast.

 

This one-hour advisor webcast is recommended for technical users, system administrators, and database administrators who are responsible for the installation and configuration of Primavera Data Warehouse and Analytics.

 

Topics will include:

  • Primavera Data Warehouse and Analytics Overview
  • Installation of Primavera Data Warehouse and Connecting to OBIEE
  • Configuration of Primavera Analytics r17.12
  • User Security in Primavera Analytics
  • Troubleshooting Tips with example (Reports showing no data)

 

Please click here to register for the webcast.

 

Thanks!

Ron

Hi all,

 

New to Oracle Prime Projects, looking for a refresher, or curious about some product enhancements?  Here’s an opportunity to explore the robust features and engage with subject matter experts. Starting in January 2019, the Customer Success team will be hosting a microlearning series.  Each session is 30-minutes followed by Q&A segment. Click on the session links below to register.   Any questions, please post a comment below.  Thank you. 

Getting Started for Application Administrators - Thursday, January 10, 2019
Session 1:  9 am ET/6 am PT/2 pm London/6 pm Dubai/11 pm Tokyo
Session 2:  4 pm ET/1 pm PT/9 pm London/Fri 1 am Dubai/Fri 6 am Tokyo

Permissions - Thursday, January 17, 2019
Session 1:  10 am ET/7 am PT/3 pm London/7 pm Dubai/Fri 12M Tokyo
Session 2:  6 pm ET/3 pm PT/11 pm London/Fri 3am Dubai/Fri 8 am Tokyo

Schedule - Thursday, February 14, 2018
Session 1:  10 am ET/7 am PT/3 pm London/7 pm Dubai/Fri 12M Tokyo
Session 2:  6 pm ET/3 pm PT/11 pm London/Fri 3am Dubai/Fri 8 am Tokyo

Cost and Funds - Thursday, February 21, 2019
Session 1:  9 am ET/6 am PT/2 pm London/6 pm Dubai/11 pm Tokyo
Session 2:  4 pm ET/1 pm PT/9 pm London/Fri 1 am Dubai/Fri 6 am Tokyo

Resources - Thursday, March 14, 2019
Session 1:  9 am ET/6 am PT/2 pm London/6 pm Dubai/11 pm Tokyo
Session 2:  4 pm ET/1 pm PT/9 pm London/Fri 1 am Dubai/Fri 6 am Tokyo

 

Thanks,

Ron

Hi all,

 

To get the most up to date information on the latest product releases, please reference the corresponding What's New documentation for the product you are interested in:

 

 

Thanks!

Ron

Hi all,

 

The following products will have an update available during the month of October. Below are key highlights for each release. For more information, please refer to the corresponding product documentation for additional details and visuals of the newly added features once the product becomes available.

 

Oracle Prime Projects v18.10

 

Inbox has been redesigned, enabling you to view information related to the projects you manage. Use the Inbox – accessed via the Notifications icon – to review action items like overdue activities/workflow tasks and general notifications like background services/alerts. Use the left panel to filter which notifications are displayed in the list and flag items that require follow-up. History is no longer a separate page for completed Inbox entries. It is now a predefined filter labeled Archive on the Inbox page. Archive any item, return it to the Inbox, or delete it.

 

Generate resource demand from existing resource assignments in a project. This feature allows you to use the same resource plan for planned projects and projects in progress. Create Demand from Schedule is available on Resource Demand page under Actions. It generates role demand for all roles assigned in the project as well as roles associated with resources. If a matching role demand is found, select to keep or update the existing demand.

 

Track changes to workflow designs and select the version that works best for your configuration. When changes are made to a workflow design, a tool-tip icon appears to the right of all workflow configurations associated with it. On the Workflow Configuration page, click the tool-tip icon to view interactive diagrams of both the current and updated workflow designs. Use the Added and Removed Elements menus to review the differences between designs, and then select the version that you want to use. After a design is selected, the configuration page is displayed. Make changes to the configuration if required, and then click Publish to save it and make the workflow available for use.

 

Textura Payment Management v18.10

 

New Data on the Approve Invoice Page

General Contractors will be able to track additional information for submitted invoices from the Approve Invoices page. Now, invoice amounts for second tier subcontractors can be viewed directly from the page, allowing users to validate sub-tier invoice amounts. There are also two new columns on the page for Net Invoice Amount and Invoice Approved Date.

 

Reduce Invoice Submission Errors

Previously, subcontractors would incorrectly submit an invoice for zero or negative value, requiring extra steps to submit for the desired value. Now, a new alert will notify users if they are to submit zero or negative value invoices reducing errors and frustration.

 

Thanks!

Ron

Hi all,

 

The Skanska/Walsh joint venture is managing construction of the $4 billion LaGuardia redevelopment mega project, which involves a huge number of subcontractors and major material purchase orders, entailing more than $2.3billion in contracts. Early on they recognized the need for an efficient, scalable subcontractor payment process including invoice review, waiver collection, and electronic payment.

 

Watch this webcast to discover:

  • Why Skanska/Walsh turned to Oracle Textura Payment Management Cloud Service to streamline and automate payment activities
  • How they improved payment efficiency and increased project team productivity
  • Their implementation journey, including benefits realized and lessons learned

 

To view the webcast, please click here.

 

Thanks!

Ron

Hi all,

 

The following products will have an update available during the month of September. Below are key highlights for each release. For more information, please refer to the corresponding product documentation for additional details and visuals of the newly added features once the product becomes available.

 

Oracle Prime Projects v18.9

 

Reports

Edit reports at the project level. In previous versions of Prime, editing a report affected reports for all projects in the workspace. Now, you have the ability to edit reports for specific projects. For example, create a project risk response report at the workspace level for all of your projects, scheduled to run on the first day of the month – and then use the same report template for a specific project, scheduled to run the first day of each week. Project-specific reporting enables you to customize the way data is presented by project, focusing on the data that is most relevant to a given initiative.

 

Prime Field Enhancements

Prime Field now provides Inspection Matrix Reports to show the total number of inspections and associated issues, based on inspection status. Select the Matrix Reports Page to view the total number of Open Issues, the total number of Issues, and the total number of inspections on a project, based on their current status. This feature enables stakeholders to review issue and inspection activity at the highest level, helping them to recognize trouble spots that have the potential to impact project progress.

 

Request Inspection added to the Inspections page. Subcontractors and foremen now have the ability to request an inspection from the field. This saves project managers time, as workers in the field can immediately make an inspection request when work is complete. Go to the Inspections page in Field and click on the Request button to launch the Request Inspection dialog box. Complete required fields and the system will forward the request and necessary forms to the selected Inspection Manager.

 

Workflows & Forms

Create proposals using a custom form to capture the details you want to initiate in a project. In previous versions, a system default dialog box was displayed to collect general information about the project proposal before it was routed to decision makers. Now, workflow administrators have the ability to replace the default dialog box with a custom form, and select from a wide variety of data types to share with workflow performers.

 

The custom form must include the following fields for the system to recognize it as a project proposal form: Name, ID, Workspace, Project Currency, Copy from another Project, and Status. To replace the standard form with the custom form, at the workspace level in Summary & Settings, expand Default Options and select Project. Click on the Forms tab and use the Add Project Proposal list to select either the default form (which includes the standard requirements for a proposal), or your own custom proposal form.

 

Textura Payment Management v18.9

 

With release 18.9, General Contractors be able to configure if they are using TPM for their owner billing on a given project. Prior to this release, TPM created a workflow for every billing period. This feature will streamline the billing process for organizations that do not use TPM for owner invoice creation, allowing users to focus on subcontractor billing tasks.

 

The release also includes two improvements for project owners as part of a broader set of enhancements for owners. First, owners can now self-perform the general contractor role, allowing greater configuration of participants. Second, owners can now be granted access to view the Contract Status page for subcontractors on their project. This access gives them a more detailed view of project and subcontract activity.

 

Finally, there are two enhancements for the Canadian and UK customers. Canadian organizations can track tax information by province to align with tax requirements. In the UK, TPM now supports the ability to issue Pay Less Notices in line with Construction Act requirements.

 

Thanks,

Ron

Hi all,

 

The following products will have an update available during the month of August. Below are key highlights for each release. For more information, please refer to the corresponding product documentation for additional details and visuals of the newly added features once the product becomes available.

 

We are pleased to announce the on-premise release and general availability of Version 18.  For more information on these new releases, see the What’s New documentation listed below:

 

The release is available today, August 6, 2018, for general availability for on-premise customers from the Oracle Software Delivery Cloud (https://edelivery.oracle.com).

 

Oracle Prime Projects v18.8

 

Lean Task Multi-Week Views

The Tasks Work Plan page now supports multi-week views. Previously, the page provided only a single-day or a single-week view. Click the list at the top of the page to choose a single day or a 1- to 6-week view of the planning board. View a video on this feature.

 

Prime Field Enhancements

Field now provides the ability to create a PDF file containing multiple issues with job pics, forms, markups, issue history, and attachments. Fill in standard fields like Responsible Party and add custom fields. Use the Print to PDF feature and then email or print the file for project managers, site superintendents, and foremen. Field also now supports electronic signatures on an inspection document using pre-defined signature files.

 

Primavera Unifier v18.8

 

In 18.8 we have continued to work on the User Interface including the following:

  • Document Type, Preventative Maintenance, Lease and Text type BPs support the new UI
  • Space, Level and Code & Record Logs now support the new UI
  • In the Document manager the properties are now editable on the right hand side
  • Shell Landing page

 

Functionality enhancements include:

  • Support for historical exchange rates
  • Ability to change the Owner of a UDR
  • Task reassignments for active users
  • Earned Value grid supports the ability to color the cell based on queries
  • Schedule Manager now has the option to not auto-schedule

 

There are a large number of integration enhancements including:

  • GetUDRData is now also a restful service and supports passing parameters for the query
  • Restful services now to create BP Records and get BP Records. These services now support the Integration Users and the ability to define the workflow, creator and action to be taken.
  • New restful services to create/update the permissions within the Document manager.
  • New restful services to get a list of Shells and also to be able to retrieve a list of BPs.

 

Lastly, the Project Controls and the Facilities and Asset Management base configurations will now be provided as Configuration Packages within MOS.

 

Primavera P6 EPPM v18.8

 

P6 version 18.8 now has the ability to import and export Excel files of data on the Enterprise Data page. In this release, activity code import and export has been implemented. More dictionaries will be coming over the next few months. In Team Member, you can group your activities and assignments by Project and WBS and add up to 5 filter criteria.

 

Textura Payment Management v18.8

 

TPM is improving how Lien Waiver holds are placed and released. Holds can now be placed on a draw by draw basis, rather than project wide. This affords Compliance Managers better control over a key compliance process. Lien Waiver holds will also be released automatically when they are marked compliant by the General Contractor.

 

Also in 18.8 is the ability for General Contractors to track Preliminary Notices in TPM. This compliments existing tracking of subcontractor and sub-tiers lien waiver in regions where a Preliminary Notice must be submitted to the owner.

 

Thanks,

Ron

Hi all,

 

A couple updates to pass along here:

 

On Premise Product Version Number Changes:

 

Starting in September, we are changing how we label patch set releases.  The patch set will be reflected by the 3rd digit. For example:

    • August: 18.8: on-premise release
    • September: 18.8.1 – first v18 patch set
    • October: 18.8.2 – 2nd patch set

 

This is a change from v17 where the patch set numbers increased to match the month.  Last year, we had:

    • July: 17.7 – on premise release
    • August: 17.8 – first patch set
    • September: 17.9 – 2nd patch set

 

 

Removal of Remaining Java Applets from P6 version 18.8

 

When P6 18.8 is released in August, all remaining applets will be disabled and unavailable to customers.  Version 18 recently included an HTML5 version of the Portfolio Capacity Planning functionality and Dashboard Scorecards.  Version 18.8 will also include a new HTML5 user interface for Risk.

 

The removal of applets impacts the following functionality.  There are currently no plans to re-write these areas.

    • Dashboards
      • Resource Team Summary
      • Open Request for Resource
      • Resource Analysis Chart: Replaced with improved charts in Resources/Resource Analysis
      • My Workgroups
    • Portfolios
      • Portfolio Gantt Chart
      • ROI
    • Project Workspaces
    • Resource Planning

 

Note: The Classic Views from EPS, Activity, and Resource Assignments have been removed in version 18.7.

 

Thanks,
Ron

Hi all,

 

The following products will have an update available during the month of July. Below are key highlights for each release. For more information, please refer to the corresponding product documentation for additional details and visuals of the newly added features once the product becomes available.

 

Oracle Prime Projects v18.7

 

Lean Task Hand-Offs

A new Hand-offs tab enables you to create and track dependencies between tasks during lean scheduling. This helps ensure that predecessor/successor relationships between tasks are maintained during the scheduling process. A page displays task hand-offs for the entire project, grouped by activities on the project's CPM schedule. A trace logic window on the Work Plan page displays each task's relationships and automatically calculates the slack between dependent tasks as they are positioned on the planning board.

 

Improved Training Center

Prime Projects Training Center is enhanced with tutorials that provide step-by-step guidance on how to perform functions in Prime. The tutorials provide a complement to the training videos -- enabling you to “try it” after viewing a video. Tutorials are available in four courses: Fundamentals, Project Management, Portfolio Management, and Lean Scheduling. Also, a Screening Room is added to the Training Center for those who prefer to browse the training video catalog rather than go through the structured courses. View a video on this feature.

 

Primavera Unifier v18.7

 

With 18.7, the Request for Bid and the Document Type (without folder) business processes now support the new user interface. Additional UI changes include:

  •     The top navigation has been slightly changed to move the user name to the right hand side and have a drop down for Preferences, Proxies and Logout.
  •     The user and user group pickers now include the user image.
  •     The document review now allows the user to rotate images.
  •     A number of smaller changes have been included in the business processes and document manager to ensure consistency.

 

In Earned Value a number of changes have also been included:

  •     Rates from P6 will be converted to the relevant currency when synchronized in the Master rate Sheet.
  •     Currency conversion is included when calculating costs.
  •     The data models for EVM are now included in the ER View to help customer write reports.
  •     The EVM data will now be part of the Analytics extract process.

 

We have now added an Integration User which can be used for authentication for restful services and the legacy soap services.

 

Primavera P6 EPPM v18.7

 

P6 version 18.7 now includes an updated UI in the Risk Register. The Classic views for EPS, Activities, and Resource Assignments are no longer available.

 

Primavera Analytics v18.7

 

With 18.7, Primavera Analytics Cloud Service supports Unifier Earned Value Management data. This includes a dedicated Unifier EVM Subject Area as well as sample dashboard content focused on key EVM metrics and visualizations. The new subject area provides current and historical EVM data (as stored in Unifier) as well as Unifier's support for consolidating multiple P6 projects to a single Unifier shell.

 

Additional new features include:

  •     Advanced Analytics solutions focused on Project Success and Resource Pairings. Both solutions help guide customers to make better decisions based on current and historical data.
  •     Support for Unifier Line Item Tabs for analyzing Business Processes
  •     Hybrid support for Unifier on-premise with Primavera Analytics Cloud Service (see pre-requisites in pricing supplement)
  •     Email notifications to designated recipients when certain system issues require attention, such as ETL errors. 

 

Thanks,

Ron

Hi all,

 

Oracle Advisor Webcasts are live presentations given by subject matter experts who deliver knowledge and information about Oracle services, products, and technologies.

 

Are there any topics you would like to see discussed? Perhaps a process in one of our applications you would like some further knowledge on, or a live demo of a product feature.

 

To view past webcasts and a current schedule of planned webcasts, please see: Primavera Advisor Webcast Schedule and Archived Recordings (Doc ID 1456251.1)

 

Thanks in advance for any feedback here!

 

Ron

Hi all,

 

The following products will have an update available during the month of June. Below are key highlights for each release. For more information, please refer to the corresponding product documentation for additional details and visuals of the newly added features once the product becomes available.

 

Oracle Prime Projects v18.6

 

Schedule Health Check

A new Schedule Health Check measures schedule quality and reliability based on best practices developed by agencies in the U.S. government. The health check calculates an Assessment Score for each critical assessment item and an overall Schedule Health Score. The feature also enables you to view changes to the Schedule Health Score as you make changes to activities.

 

Improved Navigation to Enhance Usability

Access an app's pages by hovering over the app in the sidebar. This new navigation feature speeds access to pages and allows you to see an app's pages before opening it. Also, ideas are now available from the Object Selector, allowing you to quickly open or add an idea.

 

Seeded Workflow Forms to Support Applications

Default forms are now available for Ideas-related workflows. Assign a default form to a workflow, or create a copy and add additional fields. Default forms save time by eliminating the need to create new forms for each workflow. A repository of all system default forms is located in the root workspace.

 

 

Primavera Unifier v18.6

 

With this version of Unifier, we are continuing to add support for the new BP UI for the following BP types:

  • Commit at Company Level
  • Line items with Company Accounts Code (except Reservation)
  • Line items with Multiple Codes (except Lease & Reservation)

 

Also included in this release are several enhancements to the Activity Sheet and EVM. These include:

  • The P6 Activity Picker has been enhanced to support multiple P6 Projects.
  • The Resources in the master rate sheet now include the resource type.
  • The ability to import the historical Performance % Complete.

 

It is now possible to import Partner Users with a CSV file.

 

We have also included a few customer requested enhancements:

  • Rules can now optionally include pending positive values in the Limit Expression and pending negative values for the Data Expression.
  • Restrictions in the cost sheet can now be reversed so that the if the user is not restricted in any group they will be able to view the column.
  • The summary payment application now gives the user the ability to copy the % Complete to each of the cost breakdown lines.

 

 

Primavera P6 EPPM v18.6

 

P6 version 18.6 adds the ability to update Project Preferences at the EPS level so that you can quickly make changes to multiple projects at one time. This usability feature will allow Project Managers to update project settings more efficiently.

 

 

Primavera Analytics v18.6

 

18.6 adds new hybrid support to sync P6 EPPM Data from On-Premises to Cloud to use as a data source with Primavera Analytics Cloud Service. This hybrid scenario requires the customer have either Primavera Unifier Project Controls Cloud Service or Primavera Unifier Facilities and Real Estate Management Cloud Service.

 

This configuration uses the Primavera Analytics Cloud Sync utility to sync P6 EPPM data from an on-premises database to the cloud.

 

 

Textura Payment Management v18.6

 

TPM now supports single sign on capabilities for users. Organizations can connect their own identity provider software via OAM to eliminate the need for users to maintain TPM-only credentials.

 

Thanks,

Ron

Hi all,

 

On Thursday, May 17 at 12pm EDT (9am PDT), please join us for the Earned Value Management within Oracle's Primavera Unifier webcast.

 

Attendees will learn how Oracle's Primavera Unifier provides a best-in-class cloud-based solution for managing capital projects and facilities of any size in every vertical market. The webcast will cover new Earned Value Management capabilities, including:

 

  • Preconfigured integration with Primavera P6 to synchronize resources, roles, and activities
  • Enhanced cost rating functionality at project level
  • Enhanced Activity Sheet that supports multiple P6 Projects, including Resource Assignments and daily spreads
  • Activity Sheet displays current project and baseline
  • Earned Value Management graphs and tables by WBS and CBS

 

Please click here to register for the webcast.

 

Thanks!

Ron

Welcome to the My Oracle Support Community! We highly encourage you to personalize your community display name to make your activity more memorable. Please see https://community.oracle.com/docs/DOC-1022508 for instructions.