what’s new in primavera unifier 15 - p6 academy · 2015-11-04 · title: what's new in...

Copyright©2014Oracleand/or its affiliates.All rights reserved. |

What’sNewinPrimaveraUnifier15.2

RayMcEnteeDirector,Product StrategyOraclePrimaveraGlobalBusinessUnitSeptember 2015

OracleConfidential – Internal/Restricted/Highly Restricted

Copyright©2015, Oracleand/or itsaffiliates.All rights reserved.|

SafeHarborStatementThefollowing isintended tooutline ourgeneralproduct direction. Itisintended forinformation purposes only,andmaynotbeincorporated intoanycontract.Itisnotacommitment todeliveranymaterial,code,orfunctionality, andshouldnotberelieduponinmakingpurchasing decisions.Thedevelopment, release,andtimingofanyfeaturesorfunctionality described forOracle’sproducts remainsatthesolediscretionofOracle.


Summary• AdditionalsupportwithinPrimaveraAnalytics• ProductionBundles• CashFlowCurveenhancements• NewtypeofSOVwithinContracts/Change Orders/PaymentApplications• BusinessProcessEnhancements

Copyright©2014Oracleand/or its affiliates.All rights reserved. | OracleConfidential – Internal/Restricted/Highly Restricted 5

PrimaveraAnalytics


Summary• Providingenhancements totheextractprocess toincludeadditionalBusinessProcessandShell,WorkflowandSummarySheetdata.• BusinessProcessandShellenhancementswillallowuser toconfiguretheirownDataElements tobeextractedintoAnalyticsinorder toprovideanalysis,dashboardsandhistoricaltrending.• Workflowdatawillallowusers toanalyzethelikesofplannedandactualdurationsofworkflows,whichvendorsareresponding inthetimeexpected,whohasthelargestnumberoftasksassignedtothemetc.• SummarySheetdatawillallowuserstoanalyzecostandunitdatafromPrimaveraP6byCostCodeandResourceandalsobeabletocompareacrossbaselines.


CustomCostSheetColumns

Usercannowprovide aLabelfortheuser

defined columnsthatwillbeusedinPrimaveraAnalytics.


AdditionalBusinessProcessAttributes• Usercannowdefine theirownattributesthatwillbeincludedintheextractprocessforAnalytics.• Userwillselectapre-definedname,whichDataElementcorresponds tothenameandthelabelthatwillbeusedinAnalytics.


• SimilarlytheusercanaddadditionalShellattributestoPrimaveraAnalytics.

AdditionalShellAttributes


MaximumnumberofAttributesbyTypeType UpperForm DetailForm

Business Process - String 30 20

Business Process - Date 20 10

Business Process - Numeric 20 10

Shell - String 20 N/A

Shell - Date 10 N/A

Shell - Numeric 10 N/A


• WorkflowdetailsareextractedforallBPsthatarelistedundertheBusinessProcesses.• DataExtractedincludes:–Workflow setups–Workflow details• Durations

– Taskdetails• Duration• Assignees• CCs

Workflows


• TheuserwillbeabletodefinewhichSummarySheetDataSourceswillbeextracted toAnalytics.• EachDataSourcetypicallyrepresents adifferent baselinewhichprovides theabilitytodevelopanalysis,dashboardsandhistoricaltrendsforthecurrentprojectforecast.

SummarySheets


SummaryData- Sample


Workflow - Sample


ProductionBundles


ProductionBundles• DesignBundlescurrentlyonlycontaintheBPdesign.Afterbeingimportedintoanotherenvironment theystillrequireasignificantamountofsetupbefore theycanbeused.• Thisenhancement introducesProductionBundleswhichtakewhatDesignBundlescurrentlycontainandaddmoreoftheconfigurationthatcanthenbeimportedintoanotherenvironment.• UsingProductionBundlesensures thattheconfigurationisconsistentacrossenvironments andsignificantlyreduces theeffortrequiredbyadministrators.


uDesigner – BusinessProcess

DataPickerandDataElementsthatusedtoreside

underConfigurationarenowwithinuDesigner


uDesigner• MovingoftheDataPickerandDataElements,where relevant,hasalsobeendonefor:– DocumentManager– ScheduleManager– ShellManager– SpaceManager– Configurable Manager


QueryBasedDataElements

TheconfigurationfortheQueryBasedDataElementshasnowbeenmovedtoatabwithintheConfiguration.


ProductionBundleContents• DesignBundles– TaggedBusinessProcessDesigns,now including theDataPickerandDataElementsConfigurations.

– TaggedCustomReports– TaggedDataCubes(relatedDataViewsareautomatically included)

• DataStructures– DataDefinitions andDataElements included intheDesignBundles including defaultvaluesandvalue/labeldatasets.

– DynamicDataSetsincluded intheDesignBundles.– CostCodes


ProductionBundleContents(cont.)• Configuration– thisincludes theconfigurationdetailsundertheConfigurationnodeontheAdminsideofUnifier.– BusinessProcesses– AssetManager– PlanningManager– PortfolioManager– ResourceManager– ShellManager– SpaceManager


ProductionBundleContents(cont.)• TemplateBundlefortaggedtemplates– ShellTemplateconfiguration .– BusinessProcessSetup (only forthoseBusinessProcessestagged tobeincluded intheDesignBundle).

– TaggedUDRsincluding anyrelatedDataViews– SingleRecordBPsincluding anydataadded totherecord.– UserandGroups included intheBusinessProcessSetup.– AccessControl.


ProductionBundleContents(cont.)• CompanyWorkspace– BusinessProcessSetup (only forthoseBusinessProcessestagged tobeincluded intheDesignBundle).

– TaggedUDRsincluding anyrelatedDataViews– UserandGroups included intheBusinessProcessSetup.– AccessControl.


ProductionBundleContents(cont.)• SingleInstanceShell– BusinessProcessSetup (only forthoseBusinessProcessestagged tobeincluded intheDesignBundle).

– TaggedUDRsincluding anyrelatedDataViews– UserandGroups included intheBusinessProcessSetup.– AccessControl.


ProductionBundles


CreatingaProduction Bundle

TheDesignBundleiscreatedbydefaultandtheuserhastheoption toadd

additionalconfiguration


• EventhoughyouaretaggingforaProductionBundle, theobjectsarenotpublisheduntilthebundleisPublished.• Youcanmapusers inthestagingenvironment tousernamesintheproductionenvironment.• Youcanviewthecontentofthebundletoensure itcontainswhatyouexpect.

ProductionBundles– ThingstoNote


ProductionBundleContentsExample


NewtypeofContract/ChangeOrder/PayApp


Benefits• UsercanentereitherLumpSumorUnitRatelineitemswithouthavingtoinitiallyprovidecostbreakdowns. Typicallyusedwhensubcontractorsprovidequotesforchangeorders.• Unifier isawareofthetypeoflinebeingaddedandautomaticallyprovidesadditionalbusiness logic.• Multiplebusinessprocesses ofthistypecanbeadded toaproject.TheywilleachhavetheirownSOVconfiguration.• ScheduleofValuescannowcontainanyfieldfromthelineitems.


IndividualSOVs

EachnewtypeofContractwillhaveitsownSOV.


NewContractType

Userhastheoption toadda

LumpSumorUnitCost


ContractLineItems

PrimaveraUnifierautomaticallyenablestherelevantfields for

thetwotypes.

LumpSum UnitCost


ContractLineItems

AsyouaddCostBreakdownsUnifier

automaticallyupdates thesesystemdataelements

Intheconfiguration youcandefinewhenausercanadd thecostbreakdown andonwhatforms thebreakdownhastomatchtheAmount oftheline.


ContractLineItemsCostBreakdown

Usercanaddmultiple CostLinesatonceandthen fillintheremaining details.Theotheroption istopresstheAdd

Remainingwhere theywillselectaCostCodeandtheremainingamountorunitswillbeadded.

Lowerpartoftheform isfixed.


ChangeOrders

ChangeOrdershavethesameoptions asa

Contractplusanoptiontomodify anexisting

contractline.


ChangeOrder– ModifyCommittedLine

Usercanselectoneofthelines


ChangeOrder– ModifyCommittedLine

CostBreakdowniscopiedandusercaneitherbreakdowntheadjustedquantityoramountoraddnewbreakdown lines


PaymentApplicationsGrid


PaymentApplications• BasedonthelinetypePrimaveraUnifierwillmadetherelevant fieldseditableandalsoincludesomeadditionallogic– Quantity forUnitCost– Amount forLumpSums– Unifierwillalsocalculatethe%Completeorallowtheusertoenterthe%Completeandcalculatetheamountorunits.

– SystemDE’swillalsohavesomedefined calculations.

• UserwillbeabletoentervaluesontheSummarylineandtheneventuallybreakitdownonthecostbreakdown lines.


uDesigner Configuration

Inorder tousethesenewtypesallthathastobedone istoselecttheSOVtypeasSummaryPaymentApplication

Notsupportedforthis type.


CashFlowCurves


DerivedCashFlowCurves• PortfolioManagerwithinPrimaveraUnifier takesCashFlowcurvesasabasisforforecastingportfolios.However, sinceprojectscanbeindifferentcurrenciesweneedtobeabletocreatecurves inaconsistentcurrency.• DerivedCashFlowcurvesarecurves thatarebasedonanothercurvebutareconverted toadefinedcurrency.Theytakeintoaccountfutureexchangerates.


ConfigureDerivedCurves

UserscannowcreateDataSourcesasDerived


ConfigureDerivedCurve- Float• SelecttheSourceCurve andthecurrencytodisplaythenewcurve.• IfusingFloatfortheconversionyoutherateatthebeggingofthemonth,endofthemonthorweightedaverageover themonth.


ConfigureDerivedCurve- Pegged• SelecttheSourceCurve andthecurrencytodisplaythenewcurve.• DefinehowthePegRateisdefined– Fixedvalue– Stored intheShellorSingle InstanceBP

– FromtheProjectPegrateiftheselectedcurrencyhasaratedefined.


CashFlowChanges

Currencynowmovedtothegrid

Newfilteringfunctionality

Currencysymbolremovedfromscales


CashFlowFiltering

Usercannowsavefilters

Savedfilterscanbe

accessedviathedropdown


CashFlow– ManageFilters

Userscanmanagetheirfiltersand

assignadefaultfilterthat isappliedwhenthecashflowis

opened.


CashFlow– Portfolio Budgets• Original,SharedandApprovedPortfolioBudgetscannowhaveacurrencyassigned.• ThisshouldbethecurrencythatthePortfoliowasevaluatedagainst.YoucanthenuseaderivedcurveonthePortfolioBudget toseethevaluesinthelocalcurrency


CashFlow– PushChangefromTemplate

UpdateShellsnowallowsthe

curveconfigurationorthefilterstobe

pushed.


BusinessProcessEnhancements


UpperFormPropertiesStandardTabs

StandardTabscannowbehidden


• NewStandardDEnameduuu_li_consolidated canbeaddedtothedetailline.• IfthelinehasbeenconsolidatedthenthevaluewillbesettoYesotherwise itwillbesettoNo.• Thisonlyworkswhere theconfigurationfortheconsolidationhasthe“Preventconsolidatingthesamelineitemsacrossmultiplerecords”.

LinkedRecordsviaConsolidation


LinkedRecordsviaConsolidation

LinkedRecordformnowshowshowthelinkhasbeenestablished.


GridUsability– DynamicDataSets

TheCostLineItemTypeisaMasterData

Elementwhichnowdisplaysin-line rather

thaninapopup.


GridUsability– LargeTextFields

Largetextfieldsnowdisplay in-lineratherthanbeing apop-up.


PortfolioManagerConfiguration

Thestandardelementproject_projectphasecannowbeusedwithin thePortfolio

grid.


ApprovalViaEmail• Originallyintendedsimplyforapprovalandtherefore nochangestodataorformprocessing.• Customersnowwantingtocapturetheactiontaken,whenitwastakenandwhotooktheactionandhaveformulasevaluatedbasedonthese fields.• ApprovalViaEmailnowdoesfullformvalidationandprocessingasifsomeonewasmanuallytakingtheaction.• IfanyvalidationfailsoranyerroroccursthentheactiontakerwillreceiveanemailwithdetailsoftheissueandwillthenhavetomanuallytakeactionwithinUnifier.


PrimaveraUnifierMobile

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• Filterallthetaskscoming frommobileenabledBPs.

• Viewtasksthatarenotmobileenabled.

• Helpsuserstofocusonactionable tasks.

PrimaveraUnifierMobile- Filteractionable tasks


• Allattachmenttypesareexposedonthemobile(untilnowonlypicturesareexposedtothemobile).• TherenderingoftheeachfiletypeisbasedontheappropriatemobileOSandbrowser.

PrimaveraUnifierMobile- Attachments


• Alltherecordblocksnowarecompletelyclickable(previouslyonlythespecificlinksareclickable)• i.e.Userscanclickonarecordanywhereintheblockandnavigatetodetails.

PrimaveraUnifierMobile- Navigation


ProvisioningandSupport


Impactof15.2Release• CloudCustomers:– Newcloudcustomerswillbeprovisioned with15.2assoon ason-premise andcloudGAisannounced

– Existingcloudcustomers should work through Support toschedule theirupgrade

• PatchSets:– Allpatchsetswillbebasedon the15.2release– Release15willhavemonthly patchsetsuntilRelease16ships• AfterRelease 16ships,patchsetsforrelease 15willbelessfrequent

– Onlyinterimpatcheswillbemadeavailablefor15.1.x• Priority1,Systemdowntypefixesonly

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SafeHarborStatementThepreceding isintended tooutlineourgeneralproductdirection. Itisintended forinformation purposes only,andmaynotbeincorporated intoanycontract.Itisnotacommitment todeliveranymaterial,code,orfunctionality, andshouldnotberelieduponinmakingpurchasing decisions.Thedevelopment, release,andtimingofanyfeaturesorfunctionality described forOracle’sproducts remainsatthesolediscretionofOracle.

what’s new in primavera unifier 15 - p6 academy · 2015-11-04 · title: what's new in...

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