integrate unifier with web- service utilities -...

Integrate Unifier with Web-Service Utilities

Rudy Ising, Certified Unifier Specialist

Lim Tan, Certified Unifier Specialist

January 29, 2014 2014 Technical

Webinar Series

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Thank you for joining today’s technical webinar

Mute – all call in phones are automatically muted in order to

preserve the quality of the audio for all attendees.

Questions – during the session, questions can be submitted through

the Questions Box on the right side of the screen . We will try to

address your questions at the end of the presentation, time

permitting.

Follow up – all registrants will receive an Excel file listing all

questions and responses along with a link to the recorded webinar.

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Safe Harbor

The statements made in this technical presentation are based on

our current knowledge of the tools.

Our statements should not be construed to be an official “Oracle

perspective”, but are intended to be the sharing of technical and

user knowledge gained as we explore new paths and

technologies, usually in advance of our clients.

Our statements should not be construed as in conflict with any

Oracle statement, as the Oracle statement is likely made based

on more current knowledge than is available to us.

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Twenty-five + years experience with Primavera

• Oracle Primavera Software

• Oracle Primavera Certified Training & Implementation Specializations

• Integration and custom interface development

• Project staffing and support

• Global, dedicated environment, hosting services

Primavera OPPM, P6 EPPM, P6 Pro, Primavera Unifier, Contract Management, BI Publisher, UCM/Sharepoint, P6 Risk, AutoVue and Analytics

Hard Dollar, Acumen Fuse, Ecosys, Prism G2, US Cost, Microsoft Dynamics…

Global Data Centers in USA, London, Singapore and Brisbane

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The “Unifier Webinar Series”

August – Overview of Oracle Primavera Unifier & Contract Management

September – Migrating from Contract Management to Unifier

October – Implementing Unifier in an Owner, CM or GC environment

December – Unifier/P6 Cost and Schedule Integration

January – Integrate Unifier with Webservice Utilities

February – CPM Scheduling with Primavera Unifier

DRMcNatty is providing the following webinars on Unifier to help our

clients better understand Unifier and how Unifier is Implemented.

Video of previous webinars are posted at

www.drmcnatty.com/Resources/Webinars/

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What is Primavera Unifier? Cloud-based Integrated Project

Information Management solution

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What is Primavera Unifier? Cloud-based Integrated Project

Information Management solution

Configurable Business Processes:

– Automation to drive business rules,

accountability and visibility

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What is Primavera Unifier? Cloud-based Integrated Project

Information Management solution

Configurable Business Processes:

– Automation to drive business rules,

accountability and visibility

Intuitive User Interface:

– Increases user productivity and adoption

Benefits

– Real-time visibility to project data

– Automation of Business Processes

– Specific access levels to information

– Complete audit trail of project events

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Available Pre-Configured Packages

Capital Project & Program Management (CPPM) packages

– Primavera Unifier Capital Planning

– Primavera Unifier Cost Controls

– Primavera Unifier Project Delivery Management

R9.14 – Posted on eDelivery on Dec 2013

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Fundamentals of P6-Unifier Integration Based on “Base Product” P6 EPPM 8.3 and Unifier 9.13 (8/2013)

P6 EPPM Unifier

CBS (wbs) Code

Activity ID & Name

Actual Dates % %

BL Dates & Dur

E/L Dates & Dur

Start Date

Schedule

Reports

Cost

Reports Cash Flow

Reports

Earned

Value

Reports

Dates Dates & Costs

P6 Project Unifier Project

Progress

Snapshots

Forecast

Reports

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Why Link P6 and Unifier?

Establish & control the project budget

Control Funding

Record commitments and changes

Pay commitments and track spending

Link to a project schedule and monitor project progress

Report on all aspects of the project

Retain and manage all project documents

Maintain an audit trail

Cost Control application provides a way to manage budget, scope,

and schedule:

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Unifier

Cost Breakdown

Structure

P6

Work Breakdown Structure

Full Project

Controls Solution

Document

Control

Capital

Planning Funding

Bid Mgmt

Cost

Control

Field

Admin

Cashflow

Forecasts

Phase

Gates Contract

Mgmt

Resource

Mgmt

Schedule

Mgmt

EVM

Risk Mgmt

Unifier and P6 Integration Complete Solution

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Unifier Project Approval BP Unifier

Project Initiation is

done in Unifier

Limited (admin) access

PRIOR to “Publication”

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Request New Project

Approval Create Project

Web Service Listener: Create P6

Schedule after Unifier project

created; update BP

Submit ApproveP6 Schedule

Complete

P6 Project Creation

P6 Schedule Detail Entry; Projects Link; Assign CBS; Send To

Unifier

P6 SchedulerNotification

Send P6 ProjectSchedule Details to Unifier

Cost Review/Alignment

CostEngineer

NotificationPublish ApprovalSubmit

Revise Cost

Revise Schedule

Publish and Distribute

Approved

Cost Report and Schedule Output

PDF to Distribution

END

Email

START

Reject

Unifier

Web Services

P6

UDR orBI

Legend:

Using Web Services for Project Approval Automating Unifier/P6 Project Creation

Focus today is on the

web services that

drive this section of

the BP

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Web Service Benefits Secure – Flexible - Dynamic

•Secure Sockets Layer (SSL)

•Encrypted

•Protected Data

•XML Schemas

•Reports via Web Services

•XML Web Services Interface

•Flexible 3 Tier Architecture

•Support for data import/export

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Building Web Services

Custom Programming Functions and Integration

• Web Services uses

XML programming

tools

• Both Unifier and P6

provide Web Services

functionality

• Used to communicate

data in and out of

Unifier

• Used to push data

into P6 from Unifier

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Project Information Entered/Sent for Approval Unifier

Unifier Administrator

Requests Approval

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Project Approval Unifier

Email “Approval” link

or Approval in Unifier

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Project Created in Unifier

Unifier CBS from Unifier

Template

Empty Schedule

Sheet

Project Access

limited to

Administrator and

Cost Engineer until

final “Publication”

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Primavera P6 Link to Unifier Settings

P6

P6 Application

Settings Review to

Link to Unifier

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Project Created in P6

P6

BP places P6 Project

in “PENDING” EPS

Node for Scheduler

Scheduler moves it

to appropriate EPS

when updating

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P6/Unifier Project Link

P6

Scheduler Links to

Unifier and populates

schedule activities

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Scheduler Updates P6 Schedule

P6

Unifier CBS selection

in Activities Column.

Note: One CBS per

activity, not multiple

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P6 Schedule is Updated/Sent to Unifier

P6

Scheduler Sends to

Unifier when complete

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Review and Approve

Unifier Final Approval after review

of Unifier Cost and P6

Schedule data.

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Publish and Distribute

Unifier Final Publication will enable

general access to Unifier

Project and email

cost/schedule draft.

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Software Demonstration

Initiate Project in Unifier

P6 Scheduler populates schedule in P6

Cost Engineer reviews completed cost/schedule sheets in Unifier

Final Project Publication

Hands On Look at the Process

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Benefits of Web Services Automation

P6 scheduler and Unifier Cost Engineer do not need to leave their "home

software"

Integration and "synchronization" guarantees uniform data between P6 and

Unifier.

"Send to Unifier" is built-in functionality that eliminates the need for custom

programming.

While P6 scheduler needs a Unifier license because they receive and send

data into Unifier, the Cost Engineer needs at most a P6 web services license to

create the new P6 project.

The entire process is controlled and audited by a Unifier BP.

Building a Better Process

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Integration Issues & Observations Based on “Base Product” P6 EPPM 8.3 and Unifier 9.13 (8/2013)

P6 supports one CBS code per activity while Unifier supports multiple

CBS Codes per activity.

Project Settings (P6) changes are not supported by web services so

must be set in P6.

P6/Unifier settings/actions are supported in both P6 thick client and

web tools.

Basic web services documentation and error codes.

Next Month – CPM Scheduling with Primavera Unifier.

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Questions

Answers are based on our own experiences using the various

software products related to your questions.

All questions are gathered into a master sheet, answered and

distributed to all registrants as well as posted on our website.

Thank you for participating Rudy Ising– rising@drmcnatty.com

Lim Tan – ltan@drmcnatty.com

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UPCOMING EVENTS

The DRM/MLM

team is

participating in

these

upcoming

events.

Hope to see

you there!

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