primavera cost unifier cost controls and project delivery modules tips and tricks - oracle primavera...

Primavera Unifier Cost Controls and Project Delivery Modules – Tips & Tricks Ray McEntee Senior Principal Product Manager

Agenda

§ Query Based Tabs § BI Publisher Custom Prints § Payment Application Custom Print § BP Help Files

Query Based Tabs

§ We want to be able to view records from related business processes within the tabs of a business process record.

–  Quicker access to related records –  Can create records without having to navigate to the related business

process log. –  Better usability.

Use Case

Contract Business Process Record Line Items tab

Two tabs displaying the related Change Orders and Payment Applications

Contract Business Process Record Change Orders tab

From the Change Order tab you can open the Change Orders or even create a new Change Order.

Contract Business Process Record Payment Applications tab

From the Payment Applications tab you can open the Payment Applcations or even create a new Payment Application.

Contract Business Process Record Summary Elements

Define Summary Elements for Total, Count, Average, Maximum and Minimum of the records displayed ion the Query Based Tab

Query Based Tabs

§ Define the tab, the business process records to be displayed and the data element that establishes the link between the two BPs

§ Define the Item Log which includes the name of the tab and the query conditions to define which records to display.

§ Create any Summary Elements that are required. § Add the Summary Elements to the Forms

Steps to create them.

Query Based Tabs

Select the Business Process that is the source for the Query Based Tab

Query Based Tabs

Provide a name and select the picker that refers to this Business Process.

Summary Elements Types

Summary Elements Average

Selecting the Summary button displays all the Summary Elements that have been defined.

Summary Elements Included in a Form

Items Logs General

Item Logs Query Log

Item Log Query

Query Based Tabs and Summary Elements

Differences between Summary Elements and Query Based Data Elements

§ Refreshed when an Action Form is opened and Refresh Conditions are met.

§ Refreshed on the forms when a trigger Data Element’s value changes.

§ Used in order to capture a value at a specific point in time.

§ Can be used in formulas.

§ No refresh required. Will always show the latest value without having to open the record.

§ Used to display the current value of a set of related records based on a query condition.

§ Cannot be used in formulas as it’s value can constantly change.

Query Based Data Elements Summary Elements

BI Publisher Custom Prints

BI Publisher Custom Reports

§ Project a custom report that reports on all the Contracts and Change Orders and display pie charts by Contract/Change Order, Vendor and Contract Type.

Requirement

BI Publisher Custom Reports

§ Create a data view that includes all the data you need to show in the reports.

§ Configure a Custom Report with the data view that has been created. § Based on the data view export a set of sample data that can be used to

generate the report in the BI Publisher Word plugin. § Open Word (which has the BI Publisher Plugin installed) § Load the sample data. § Design the report. §  Import and Publish the report. § Grant permissions for users to run the report.

Steps required to create report

BI Publisher Custom Reports Creating the Data View This data view joins the

Contracts and Change Order tables and select the approved Contracts and both the approved and pending Change Order amounts.

Payment Application Custom Print

§ Data View SQL

Data View

select si.pid as project_id, si.projectnumber, si.projectname, c.id, c.record_no, c.title, c.uvevendornametb50, c.status, c.upocontracttypepd, c.uuu_effective_date, c.amount as original_amount, co.co_approved_amount, co.co_pending_amount, CASE WHEN co.co_approved_amount is null THEN c.amount

ELSE c.amount + co.co_approved_amount + co.co_pending_amount END as revised_amount from unifier_uc c JOIN unifier_shell_info_view si ON (c.project_id = si.pid) left outer JOIN

(select co.refid, SUM(CASE WHEN co.status = 'Approved' THEN co.amount ELSE 0 END) as co_approved_amount, SUM(CASE WHEN co.status = 'Pending' THEN co.amount ELSE 0 END) as co_pending_amount from unifier_uco co where co.status = 'Approved' or co.status = 'Pending' group by co.refid) co on (co.refid = c.id)

where c.status = 'Approved' order by si.projectnumber, c.record_no;

BI Publisher Custom Reports Configuration Select the main data

view for this report.

BI Publisher Custom Reports Configuration

The main data view and a data view that provides the company details are configured here. You need to provide a Data Set Name and Data Set Tag that will be used in the XML.

This tab allows you con configure query parameters that a user can select in order to filter the data that will be returned to the report.

This tab allows you to define parameters and their values that will be passed to the report. These are not editable by the user but allow the same templates to be used in multiple reports by using the parameters to drive onditions on the report.

This tab allows you to upload multiple templates for each report. This example shows an RTF report that was created using the Word Plugin.

This tab allows you to create sample data which can then be used as the Sample Data for the Word Plugin.

BI Publisher Custom Reports Word Plugin

With the BI Publisher plug in installed a new tab is available in Word.

BI Publisher Custom Reports Word Plugin – Table example

BI Publisher Custom Reports Word Plugin – Chart example

BI Publisher Custom Reports Import the Template

BI Publisher Custom Reports Publish

Publish the report and grant users permissions to run the report.

BI Publisher Custom Reports Run the report

BI Publisher Custom Reports Samples

BI Publisher Custom Reports Complex Sample

Payment Application Custom Prints

§ The objective was to be able to include the total amount of add and deduct Change Orders on the Payment Application since the last Payment Application.

Requirements

§ The solution is based on the fact that you can only have one Payment Application in flight at once. Therefore the latest approved record must be the last approved Payment Application.

§ Therefore if we retrieve the details of the previous Payment Application we can get the total amount of Change Orders at that time. We can use a Data View to retrieve these details.

§  If we then use a Query Based Data Element to get the current amounts we can then subtract the two to get the values for this month.

§ We can then use a Custom Print created in LiveCycle to create the custom print.

Solution

§ Data View SQL

Data View

select * from ( select pa.id, pa.record_no, pa.title, pa.status, pa.project_id, pa.refid, pa.end_date, pa.amount, pa.uconprvapvddeductchgqe, pa.uconapvdaddchgqe, pa.uconapvddeductchgqe, pa.uconprvapvdaddchgqe, row_number() over(partition by pa.project_id, pa.refid order by pa.project_id, pa.refid, pa.end_date desc) as row_no from unifier_upa_view pa where pa.status = 'Approved' order by pa.project_id, pa.refid, pa.end_date desc) ppa where row_no = 1

Payment Application Custom Print Required Data Elements

4 QBDEs to calculate the previous and current amounts of add/deduct Change Orders. 2 Formulas to calculate this period amounts.

Payment Application Custom Print Trigger Element

Each of the QBDEs has a trigger element of the picker to the Contract in order to refresh the values if the Contract selected changes.

Payment Application Custom Print Data Element Configuration

We can now configure these four QBDEs

Payment Application Custom Print Current Deduct Change Order Total

Current Deduct Change Order value configuration.

Payment Application Custom Print Current Add Change Order Total

Current Add Change Order value configuration.

Payment Application Custom Print Previous Deduct Change Order Total

Previous Deduct Change Order value configuration using the data view.

Payment Application Custom Print Previous Add Change Order Total

Previous Add Change Order value configuration using the data view.

BP Help

BP Help Help File Content

BP Help

§ Each BP in the Base products has a Help File maintained on Oracle Server.

§ These can be overridden by your own Help Files.

BP Help Configuring your own Help Files

primavera cost unifier cost controls and project delivery modules tips and tricks - oracle primavera...

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business process records

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query conditions

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