Primavera Cost Unifier cost controls and project delivery modules tips and tricks - Oracle Primavera P6 Collaborate 14

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

Copyright © 2012, Oracle and/or its affiliates. All rights reserved.2
Agenda
§  Query Based Tabs
§  BI Publisher Custom Prints
§  Payment Application Custom Print
§  BP Help Files

Query Based Tabs

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

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

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

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

§  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

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;

Configuration Select the main data
view for this report.

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.

Configuration
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.

Configuration
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.

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

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

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

Word Plugin – Table example

Word Plugin – Chart example

Import the Template

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

Run the report

Samples

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

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

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.

Data Element Configuration
We can now configure
these four QBDEs

Current Deduct Change Order Total
Current Deduct Change
Order value configuration.

Current Add Change Order Total
Current Add Change Order
value configuration.

Previous Deduct Change Order Total
Previous Deduct Change
Order value configuration
using the data view.

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 P6 Collaborate 14

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