pcm to unifier migration...
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PCM to Unifier Migration Considerations
Prepared by:
Lim Tan
Senior Consultant
Oracle Certified Unifier Implementation Specialist
Session ID#: 15425
Biography
■ 14 years IT Consulting Experience
■ Senior Consultant at DRMcNatty & Associates
■ Oracle Certified Unifier Implementation Specialist
Agenda
■ Unifier Compared to Contract Management
■ How the Base Products can help
■ What needs to be set up
■ Considerations
■ Migrating PCM Data
■ Summary
■ Questions
Unifier Compared to Contract Management
■ Contract Management
▪ Document Driven
▪ Focused on shorter duration programs
▪ Established with many experienced users
▪ Built in functionality for a quick deployment
▪ Limited customizability
▪ Future development may be limited
▪ Lower cost of entry – no minimum license purchase
▪ Integrated reporting solutions combine output with P6
Unifier Compared to Contract Management
■ Primavera Unifier
▪ Business process driven
▪ Focused on larger organizations and long duration programs
▪ Customize interface to suit your requirements
▪ Automated and customized business processes increase
efficiency and reduce costs
▪ Most required business processes are provided in Base Product
▪ Comprehensive cost management functionality eliminates the
need for any other cost management tool
▪ Audit logs
▪ Available in SaaS or traditional model
▪ Integration with P6, Content Repository
Common Functionality
■ Administration – users, groups, projects
■ Templates – permissions, user preferences
■ System Reports – administrative; usage reports
■ Alerts – set up trigger and notification thresholds
■ Internal Mail – communication within system
Common Functionality
■ Collaboration – personal tasks, messages
■ Document Manager – folders, rev ctrl, commenting, view/markup
■ Reports – User-Defined Reports module
Base Product Applications
■ Pre-defined business
processes
■ Pre-defined document
folder structures
■ Pre-defined Groups with
permissions
■ Pre-defined Managers
■ Pre-defined reports
■ Customizable
Available Base Product Applications
■ Capital Project & Program Management (CPPM) packages
▪ Primavera Unifier Capital Planning
▪ Primavera Unifier Project Delivery Management
▪ Primavera Unifier Cost Controls
■ Real Estate & Facilities Management packages
▪ Facilities Management
▪ Real Estate Management
Capital Planning
■ Plan/Manage budgets, forecasts,
spending – Planned/Active projects
■ Multiple Portfolio Scenarios –
Share/Approve
■ Real-time Updates to/from Cost,
Cash Flow
Project Delivery Management
■ Online Bidding, Procurement &
Contracts Solution
■ Schedule Management with Gantt
chart visualization
■ Resource Management - roles,
resources, skills, rates, assignments
Business Process Workflow
Email Notifications
Cost Controls
■ Real-time Cost sheets - Budgets,
Commitments, Changes, Spends,
Forecast
■ Comprehensive Workflow-based
Contracts, Purchase Orders,
Change Orders, Invoices and
Payment Applications
Cost Controls
■ Cash Flow and Earned Value
Management
■ Funding Management at Company,
Project, WBS and Contract level
■ Multi-currency support at project
and transaction level
■ Powerful Rules Engine to enforce
cost and funding controls.
Cost Sheet & Cost Business Processes
■ Estimates
■ Original Budget
■ Pending Budget Revisions
■ Approved Budget
Revisions
■ Revised Budget
■ Original Commitments
■ Pending Commitments
■ Approved Commitment
Changes
■ Revised Commitments
■ Actuals
■ .....
Document Manager – Folder Structure
Folder structure can be user defined
and different for each project – but if
automatic saving to folders is part of
a business process, the business
processes may have to be modified
to accommodate differences.
Dashboards & Reports (User-defined & Custom)
■ Two pre-defined dashboards (Project Summary and Tasks)
▪ One dashboard for Project Delivery
▪ One dashboard for Cost Controls
■ Additional dashboards can be created, personalized by user
■ Custom Dashboards (swf)
■ 44 preconfigured User-Defined Reports (UDRs) for Project Delivery and Cost Controls
■ Modify or create additional reports
■ Custom Reports - BI Publisher
▪ BI Publisher Desktop (rtf)
▪ Internal/ External Data Model
Dashboards
What needs to be set up – Key admin steps
■ Shells and Shell Hierarchy
▪ Organizing data
▪ WBS Codes
■ User and Groups
▪ Sponsor Company Users
▪ Partner Company Users
▪ Groups
■ Permissions
▪ Access Rights
■ Shell Templates
▪ Member Companies
▪ User Administration
▪ Setup
▪ Cost / Document /
Schedule Managers
▪ Reports
■ Business Processes
▪ Forms
▪ Data Elements
▪ Wokflows
Terminology
■ Sponsor Company -
▪ Domain for a client within the system
▪ Contains all company programs, shells and users
■ Shell
▪ User-defined object that represents an entity, such as a
scope of work, a facility - a node in a hierarchy
■ WBS (Work Breakdown Structure)
▪ Cost Breakdown Structure (WBS Codes)
■ Program
▪ A collection of WBS shells
Shell
■ User defined Unifier object
▪ Container for modules and functions
▪ Assemble business information in one place for easier
management
■ Designed for on-going management of any entity, from a project, to maintenance, to leasing requirements
■ Facilitate data roll-ups based on hierarchy or programs
■ Logically arranged in a hierarchy to represent real world physical or organizational structure
Shell
■ Defined in uDesigner
■ Two types of shells that can be created
▪ Single instance shell type
▪ Multiple instance shell type
■ Each further differentiated based on Cost Codes
▪ WBS – uses WBS based Cost Manager
▪ Generic – uses Generic Cost Manager
Shell Hierarchy
Single instance type – root of shell hierarchy
Multiple instance type - body of a hierarchy
Company Workspace – Admin Mode
■ License Manager
■ Partner Companies
■ UDesigner
■ Data Structure Setup
■ Access Control
■ User Administration
■ Configuration
■ Standard & Libraries
■ Company Workspace
■ Templates
■ Company Sponsored
Shells
■ Custom Dashboards
■ System Reports
Users and Groups
■ Company user:
▪ Under sponsoring
company
■ Partner user:
▪ Under a partner
company
■ Member user:
▪ Participate in a shell
■ Tabs
▪ General, Security,
Groups, Permissions,
Projects/Shells,
Programs, Proxy
Users and Groups
■ Groups serve two functions:
▪ Assign and monitor permissions for users
▪ Groups of individual users in a workflow setup
■ Groups exist at company, program and shell level
■ Base products have pre-defined Groups
Permissions
■ Very flexible security system
■ Controls access to modules,
functions and tasks
■ Granted any
combination of permissions
dependent on company
requirements
■ Access Control
▪ Company Workspace
▪ Shell Template
▪ Shell
■ Company, Program and Shell Level
■ ‘New functionality means new
permissions’
Shell Templates
■ Standardization across shell
■ Reduces setup time
■ Reduces data entry error
■ Multiple shell types only
■ Used to create/update shell instances
■ Template creation/maintenance is a company level function
Shell Templates
■ Member Companies
■ User Administration
■ Setup
▪ Business Process
▪ Dashboards
▪ Gates
■ Cost Manager
▪ Cash Flow
▪ Cost Sheet
▪ Funding
■ Document Manager
■ Schedule Manager
■ Reports
■ Best practices
▪ Don’t include users
▪ Assign standard
permissions
Business Processes
■ A set of coordinated tasks to achieve a specific business goal
▪ Forms - Data entry
▪ Workflows Define routing of data and govern behavior
■ Schema combination of forms and workflow
▪ Framework for a business process
■ Multiple setups - behavior
Business Processes
■ Upper Forms for header information
■ Detail Forms for detailed information
■ Data Elements are the containers
■ Data Definitions are the Data Types
Business Processes
■ Workflows
▪ Steps, Forms, Workflow Action, Record Status
■ Workflow Behavior
▪ Task Duration, Task Assignees, Completion policy, Email
Notification, Save to Document Mngr
Considerations
■ Learning Curve
▪ Can it be done ourselves?
■ Planning and Design
▪ Think of this planning like an IT development project
■ Resources
▪ How many people to design and configure?
▪ How many people do I need to maintain it?
■ Time, expense and patience
▪ Potentially be prepared for the long haul
Migrating PCM Data
■ Decided on what data to move
■ All in Unifier
▪ Export all PCM data
■ PCM and Unifier
▪ Export current active data and/or data up to the end of a specific
date
▪ Store historical data
■ Keep in PCM (recommended)
▪ Only new data entered in Unifier
▪ Finish current projects in PCM
▪ Store historical data
Migrating PCM Data
■ Manual
▪ Get familiar with Unifier end user interface
▪ Not appropriate method if dealing with hundreds of records
■ CSV
▪ Speeds up process
▪ Data mapping exercise
▪ Good error handling
■ Web Services
▪ Automated process
▪ Needs web services/XML experience
Integration Interface
■ uDesigner
▪ Business Processes
■ Integration sub-node
▪ Upper Interface
▪ Detail Interface
■ Export CSV Template
▪ Columns must be exact
Data Mapping Considerations
■ Mandatory fields
■ Auto-populated fields
■ Pull down lists
■ Date formats
■ Not all fields will directly map
CSV Import
■ Project – User Mode
▪ Business Process
■ File > Import
■ Export Template
▪ Use the template
exactly and add
data to each column
Web Services To Migrate Data
■ Could create end-to-end web service
■ Create an import web service with flexible data mapping
■ Useful for uploading documents with records
■ Same mapping rules as CSV import
Summary
■ For the Right Reasons
▪ To have customization capabilities
▪ Integrated comprehensive cost management functionality
▪ The capital program environment is long term
▪ Can justify the investment
■ Migrating
▪ Learning Curve
▪ Planning and Design
▪ Resources
▪ Moving data
▪ Time and expense
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