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Whats new in primavera unifier - Oracle Primavera P6 Collaborate 14
1.
What’s New in
Primavera Unifier Jeffrey Chapman Senior Sales Consultant
2.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template2 Our Focus for Today Unifier 9.13 Unifier 9.14 Releases that we’ll be talking about
3.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template3 Unifier 9.13 Release Highlights • Maintenance Management solution enablement. • Business Process enhancements. • Cashflow enhancements. • Support for SharePoint 2010 and CMIS compatible systems. • Support for WebSphere 8 deployment. • Porting 9.9.3 enhancements to 9.13.
4.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template4 Unifier 9.13 General Availability eDelivery availability: August 2nd, 2013 Cloud availability: December 1st, 2013
5.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template5 Enhancement Details Maintenance Management
6.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template6 Maintenance Management Owners/Operators need a solution to perform Maintenance Management on their Assets. Maintain what? – Mechanical & electrical installed equipment as well as other Building Systems... (Fixed Assets): Steam lines, chilled-water generators, electrical generators, building roofs, floor systems, etc... – Moveable Equipment and Devices… (Moveable Assets): Medical equipment and devices, Office Equipment, any asset not installed as part of the building structure. Business Case
7.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template7 What Type of Maintenance is needed? Corrective: – Just in time, as needed to correct reported problems. Preventive Maintenance: – Based on quantifiable use, or a set amount of time. Predictive: – Based on inspection and data collection, analysis, and (negative) trend determination from an established “healthy” base level.
8.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template8 Introduction of a new system module “Preventive Maintenance” Enables access to new Modules and New BP sub-types, that support the overall Maintenance Mgmt. functionality. Maintenance Management Enablement
9.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template9 Loading the Preventive Maintenance system module enables the following BP option: Line Item > Preventive Maintenance sub type. New Business Process Line Item sub-type
10.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template10 Preventive Maintenance LI sub-type, enables the following New Classifications: Asset Asset Template PM Book PM Book Template Meter Reading New Line Item sub-class & Classifications
11.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template11 Integrated Solution Building Blocks Module/Function Source Preventive Maintenance System module New - System-level module to be enabled by System Admin Asset Creator BP Existing - Generic Line Item BP Assets BP New - BP LI Classification type Asset Templates BP New - BP LI Classification type PM Books BP New - BP LI Classification type PM Book Templates BP New - BP LI Classification type Meter Readings BP New - BP LI Classification type Job Plans BP Existing - Generic Line Item BP Work Orders BP Existing - Generic Line Item BP Work Order Request – from Portal Existing – Simple BP, portal-enabled
12.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template12 PM Book, Job Plan, Work Order Examples
13.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template13 Enhancement Details Business Processes
14.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template14 Query Based Tabs A contract BP record needs the ability to show all change orders as well as invoices against that same contract. Also, while on that same contract, I may want to issue a change order right there against the same contract. An equipment BP record needs the ability to show the history of all work orders performed on this piece of equipment. Also, while I am on that equipment record and browsing through the WO history, I may want to create a new WO against the same. Business Case
15.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template15 Query Based Tabs A mini BP log within a BP that displays records based on a pre-defined query. Setup BPs in a Parent/Child relationship. – E.g. Display all Work Orders for an Asset. Can specify the parameters to load BPs. – E.g. load only Active and Pending records. Supported BP types – Cost – Line Item
16.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template16 Query Based Tabs Compute summary information on a given data element to the Parent BP. – E.g. Count of Active Work Orders for an Asset. Create a new BP directly from Query Based Tab. – E.g. Create new Work Order on an Asset. QBT can query the records from… – Same shell or project – Across shells or projects – Company
17.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template17 Query Tab on Change Management BP Example list of Commitment tab within an Change Management BP. Display Records based on Reference Picker relationship and query conditions on the log. Perform BP actions, such as Open, New, Copy, and Find.
18.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template18 Create New BP Creating a new BP within Query Tabs opens the New Record window. Automatically populate Reference Picker DE based on the master BP value (e.g., Change Management No.). This value may be modified.
19.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template19 In this example, the Summary Element is configured to show the Total of the Amount field for the records returned in the query tab. Summary Elements can be configured to show Total, Count and Average from multiple query tabs. Summary Element Usage
20.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template20 Enhancement Details Cash Flow
21.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template21 Summary Curves As a Cost Engineer, there is a need to summarize all commitments and trends for a project to be able to have an interactive updated EFC (Estimated Forecast at Complete). As all cost information is allocated by WBS ; the summary curves need to be consolidated by WBS. Business Case
22.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template22 Auto add new curves to Summary curve When a new cash flow curve is created, automatically add the cash flow curve to a Summary curve. Business Case
23.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template23 Auto add new curves to Summary curve At the time of creation of a cash flow curve choose 1 or more Summary curve(s) to add this new curve. This is an optional step and a new curve is added to the Summary curve only if option is chosen by the user.
24.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template24 New Summary tab in Properties
25.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template25 Detailed WBS codes in Summary Curves When two or more cash flow curves are summarized, show WBS details for the cash flow curves (when possible). Business Case
26.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template26 Detailed WBS codes in Summary Curves When creating a Summary cash flow curve if WBS details are available for all of the curves, summarize the data at individual WBS levels and show them in the details. If there is a curve in the selection which does not have “WBS level” details then the existing Summary behavior will continue to prevail.
27.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template27 Summary curves can now display details at the WBS levels
28.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template28 Enhancement Details Technology Upgrades
29.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template29 Configurable Unifier help system Unifier Help is delinked from the Unifier Application. By default the help is linked to the “docs.oracle.com” URL. Customers can download the help system and deploy it in their local servers. Local help system URL is entered in Unifier Configurator.
30.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template30 Improved Password security Increased security on how the passwords are encrypted and stored in the database. All passwords in the Unifier system are encrypted by Oracle approved Crypto algorithm. Change is transparent to the user.
31.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template31 Other Enhancements SharePoint 2010 can be used as content repository. CMIS compliant system support – Customers can now use any content management server that is CMIS compliant. e.g. Alfresco Unifier can be deployed on the Websphere 8.
32.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template32 Other Enhancements Project In-bound email now conforms to Oracle standard (suffix email id pattern). “File Transfer Application” is renamed to “File Transfer Utility”. Re-enabled Mapping capabilities.
33.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template33 Enhancement Details Ported from 9.9.3 to 9.13
34.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template34 Business Process Enhancements All business process types that currently support multiple tabs have been extended to support 8 tabs. Line Item mapping from references during auto-creation - Copy line items from a referenced business process onto an auto-created business process. Ability to calculate and display total and/or average value on integer, currency, and/or decimal amounts in a line item grid. Ability to add business process data pickers to shell attribute forms. Ability to add business process pickers and business process data pickers to schedule attribute forms. Enhancements from 9.9.3 to 9.13
35.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template35 Cash Flow Enhancements Preserve forecasted values and do not replace forecast with Actuals until user specified date. Ability to modify forecast information for the current period in addition to a future periods. Hide incremental spike in forecast curve when Actuals replace the Forecast in the current month. Ability to honor Profile Distribution, keeping time lapse into consideration when forecast end dates are changed. When connecting Forecast curves to Actuals, leave future WBS undisturbed. Enhancements from 9.9.3 to 9.13
36.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template36 Technology Enhancements Ability to upload multiple templates of type RTF, PDF, Excel and eText for BI Reports and Custom Reports. Enhancements from 9.9.3 to 9.13 http://my.oracle.com/site/gbu/Primavera/Products/PrimaveraUnifier/index.html For the complete details on the 9.9.3 features replay the webcast @
37.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template37 What’s new in Unifier 9.13 UPK Learn about new features in Primavera Unifier 9.13 @ – http://docs.oracle.com/cd/E40872_01/English/User_Guides/PlayerPackage /index.html
38.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template38 Unifier 9.14 Release Highlights • Base Product Updates (Cost Controls & Project Delivery) • Cash flow enhancements • Preventive Maintenance enhancement • Mobile UI Re-skinning
39.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template39 Unifier 9.14 General Availability eDelivery availability: December 20th 2013 Cloud availability: TBD
40.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template40 Base Product Enhancements
41.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template41 Unifier 9.14 – SKUs v2.0 Update Addition of Help Files for each Business Process in Cost Controls. New Custom Reports New Custom Prints – Contracts – Payment Application – RFIs Taking advantage of functionality added in 9.13 – Query Based Tabs being used in the likes of Contracts to display related Change Orders and Payment Applications. Various fixes and tidy up to existing Business Processes. Cost Controls & Project Delivery Updates
42.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template42 Unifier 9.14 – SKUs v2.0 Update Cost Controls – All Projects Contract Summary – All Projects Contract Summary with Actuals – All Projects Cost Report – Contract Summary – Contract Summary with Actuals – Items Overdue – Project Cost Report – Risks and Issues – Tasks Due within 7 Days Custom Reports Project Delivery – All Project Daily Reports – Design Reviews – Items Overdue – Project Daily Reports – Submittals by Submittal Package – Tasks Due within 7 Days
43.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template43
44.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template44
45.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template45
46.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template46
47.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template47 Preventive Maintenance enhancements
48.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template48 Preventive Maintenance When a Work Order is auto-created from a PM Book, it will carry forward and display the source Asset reference in a data picker on the PM Book. Asset Information is automatically carried over to PM Book and Work Order. No need for data picker query configuration on Administration side. Asset Data Picker on PM Book
49.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template49 Preventive Maintenance Asset Data Picker on PM Book An Asset BP record creates a PM Book BP record. The PM Book record holds an asset data picker that gets populated with the source asset information. The PM Book auto-creates a Work Order record for the asset's maintenance. The Work Order record displays the asset information from the PM Book.
50.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template50 Cash flow Enhancements
51.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template51 Summary Curves As a Cost Engineer, there is a need to have a default summary of all commitments and trends for a project to be able to have an interactive updated EFC (Estimated Forecast at Complete). Need advanced filtering capabilities on Summary Curve by following parameters i. WBS selected by users : As Projects are split into several work packages, a set of WBS represents each work-package. There is a need to be able to customize the summary curve by selecting a set of WBS. ii. By period : As Projects could last several years, and as budgets are approved on a yearly basis, there is a need to customize the summary curve by time range.. iii. By Curve type : As the summary curve is consolidated by curve type, there is a need to be able to customize the summary curve by curve type : commitments, trends, forecasts etc. Business Case
52.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template52 Cash flow enhancements Provide a system Cash Flow Summary Curve that automatically includes all Active Cash Flow records within a Shell/Project.
53.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template53 Default Summary curve automatically created
54.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template54 Auto Summarizes across data sources from all Active curves in the Project
55.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template55 Cash flow enhancements Provide enhanced Filter capability in the Cash Flow Worksheet for Summary curves – Ability to define a composite filter using a combination of curve type, WBS and time periods. – Ability to save filter conditions – Saved Filter conditions are stored in a global pool and can be accessed by any user and any Summary Curve – Filter is applied both on Graph and cash flow grid
56.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template56 New- filtering capability on Summary curves
57.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template57 Filtering on 1) Curve types 2) Time scales 3) WBS/Summary WBS
58.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template58 Mobile Re-skinning
59.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template59 Mobile UI Re-Skinning Re-skinned with Blue-Sky UI theme. Consistent with other PGBU mobile products. Easy-to-use navigation for Tasks, Business Processes. No new Functional Enhancements.
60.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template60 Mobile Re-Skinning Login and Home Screens
61.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template61 Mobile UI Re-Skinning Company Workspace and Tasks
62.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template62 Mobile UI Re-Skinning Business Processes and Line Items
63.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template63
64.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 of the corporate presentation template64
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