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What's New in Unifier 16.1

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Oracle Primavera
What’s New in Primavera Unifier 16.1
Ray McEntee - Director, Product Strategy
Krishna Madhuvarsu – Director, Product Strategy
April, 2016

Copyright Oracle

Published in: Business

What's New in Unifier 16.1

  1. 1. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Primavera What’s New in Primavera Unifier 16.1 Ray McEntee - Director, Product Strategy Krishna Madhuvarsu – Director, Product Strategy April, 2016 Oracle Confidential – Internal/Restricted/Highly Restricted
  2. 2. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
  3. 3. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Summary • Mobile Application • Primavera Unifier Gateway Provider Enhancements • Project Controls Base Configuration • PM Book Templates • Primavera Analytics • Custom Report Enhancements • AutoVue 3D Support • Usability Enhancements
  4. 4. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Mobile Application Oracle Confidential – Internal/Restricted/Highly Restricted 5
  5. 5. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Primavera Unifier for iOS
  6. 6. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | • Key Features – Review the tasks and send them to next step in the workflow. – Create Business Process records on Project or Company level. – Attach pictures to record right from the filed where the work is happening. – Work on your Tasks or create new records online or offline. – Available on iPhone and iPad 7 Oracle’s Primavera Unifier Mobile 16.1 Key Features & Benefits • Benefits – Cut down the paper work and manual effort updating tasks. – Faster turnaround times responding to tasks. – Access key task information wherever you are. – Executives can now review and approve the key organizational processes on the go.
  7. 7. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | • View list of all the tasks for the mobile enabled BPs. • Review, update the information and submit the tasks for next step in the workflow. • Attach pictures right from the worksite. • Access Tasks even when offline. 8 Oracle’s Primavera Unifier Mobile 16.1 Task Management
  8. 8. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 9 Oracle’s Primavera Unifier Mobile 16.1 Task Management
  9. 9. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | • View available Projects and associated BP Logs based on the user permissions. • Create Simple and Line Item type records Online and Offline. 10 Oracle’s Primavera Unifier Mobile 16.1 New Business Process Records
  10. 10. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 11 Oracle’s Primavera Unifier Mobile 16.1 New Business Process Records
  11. 11. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | • Create new records or update tasks locally when offline. • Sync the local changes when online. • View sync statistics to visualize the volume of changes since last refresh. 12 Oracle’s Primavera Unifier Mobile 16.1 Offline
  12. 12. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 13 Oracle’s Primavera Unifier Mobile 16.1 Task Management on iPad
  13. 13. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 14 Oracle’s Primavera Unifier Mobile 16.1 New Records on iPad
  14. 14. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Step1 •Enable the BP for Integration Step2 •Mobile Enable the BP in Configuration section Step3 •Pre-configure the user assignments on Workflow steps 15 Oracle’s Primavera Unifier Mobile 16.1 Enabling BPs for Mobile Access Step1 • Enable the BP for Integration Step2 • Enable the BP for Mobile in Configuration section Workflow Non- Workflow
  15. 15. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Primavera Unifier Gateway Provider Oracle Confidential – Internal/Restricted/Highly Restricted 16
  16. 16. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Use Case • Provide the ability to be able to use Primavera Gateway to synchronize Primavera Unifier business processes with external systems via Primavera Gateway. • Provides a means to create an integration with an external system without have to code the integration. • Typically this is used to create Contracts, Change Orders and Payment applications in the corporate ERP System and to receive Payment Information back from the ERP system.
  17. 17. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Primavera Gateway – Business Objects BPs and Shells that are supported within Gateway are listed. These objects can be deployed to the Unifier Generic Objects within the Gateway Dictionary
  18. 18. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Primavera Gateway Unifier Dictionary Depending on the type of BP, the fields will be added to the corresponding Business Object
  19. 19. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Primavera Gateway Dictionary Using Business Flows and Mappings within Primavera Gateway, the data from Primavera Unifier can be mapped into the corresponding object. The provider on the other side can then then map into their objects
  20. 20. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Unifier Provider Object Possible Gateway Objects Company Simple VendorEvaluation Company Line Item Vendor, Timesheet Company Line Item Detail VendorDetail, TimesheetDetail Company Costs BlanketPurchaseOrder Company Costs Detail BlanketPurchaseOrderDetail Unifier Provider Object Possible Gateway Objects Project Simple ProjectInformation Project Commits BudgetChangeOrder, BudgetItem, Contract, PurchaseOrder, WorkRelease, ChangeOrder, POAmendment Project Commits Detail BudgetChangeOrderDetail, BudgetItemDetail, ContractDetail, PurchaseOrderDetail, WorkReleaseDetail, ChangeOrderDetail, POAmendmentDetail Available Mappings within Primavera Gateway
  21. 21. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Unifier Provider Object Possible Gateway Objects Project Invoices Invoice, PaymentApplication, PaymentApplicationtoOwner Project Invoices Detail InvoiceDetail, PaymentApplicationDetail, PaymentApplicationtoOwnerDe tail Unifier Provider Object Possible Gateway Objects Other Project Costs Estimate, BudgetApproval, BudgetChange, BudgetTransfer, PotentialChangeOrder, JournalEntry, Payment, PaymentFromOwner, RiskAndIssue, FundAppropriation Other Project Costs Detail EstimateDetail, BudgetApprovalDetail, BudgetChangeDetail, BudgetTransferDetail, PotentialChangeOrderDetail, JournalEntryDetail, PaymentDetail, PaymentFromOwnerDetail, RiskAndIssueDetail, FundAppropriationDetail Available Mappings within Primavera Gateway
  22. 22. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Unifier Provider Object Possible Gateway Objects Project Document RequestForSubstitution Project Document Detail RequestForSubstitutionDetail Available Mappings within Primavera Gateway
  23. 23. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Project Controls Base Configuration Oracle Confidential – Internal/Restricted/Highly Restricted 24
  24. 24. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | New Base Configuration • Now contains two starting templates – Owner – Contractor • Both templates provide significant starting points for customers to configure Unifier based on their requirements. • New Contractor template includes 46 Business Processes, the majority of which are new. • Owner template contains 44 Business Process many of which have been updated/replaced since 15.2.
  25. 25. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | New Base Configuration • Setup configuration now uses standard group names rather than generic groups. • Incorporates more recent functionality – Summary Payment Application type SOVs – Activity Sheets – Summary Sheets within Cash Flow • New Project Dashboards with drill down capabilities added.
  26. 26. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Owner Project
  27. 27. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Contractor Project
  28. 28. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | PM Book Templates Oracle Confidential – Internal/Restricted/Highly Restricted 29
  29. 29. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | PM Book Templates • Since every Asset will have a related PM Book that is based on a template, if you need to change all PM Books for a type of asset it is an extremely time consuming effort. • This enhancement allows you to push changes from a PM Book template to all PM Books that were created from the template. • This will significantly reduce the effort required and will ensure all PM Books are updated.
  30. 30. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Business Process Update New node in the navigation After pressing New the user selects which template is the source of the push.
  31. 31. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Business Process Update – General Tab User then provides a name for the update and when it is scheduled to be run. The tabs represent the Upper and all the tabs of the template.
  32. 32. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Business Process Update – Main Form All the fields from the Upper form that can be pushed are displayed. The user can then select which ones are to be pushed. A read-only version of the template can be viewed
  33. 33. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Business Process Update – Tabs A read-only version of the template lines can be viewed The lines to be updated can be selected. If a line does not exist it will be added. The user can then select which fields are to be pushed.
  34. 34. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | PM Book Templates • After the push, Unifier will recalculate when the next work orders are to be created. • It will take into account any new families that are created. • Line items cannot be deleted, but they can be set to a status that does not generate a work order.
  35. 35. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Primavera Analytics Oracle Confidential – Internal/Restricted/Highly Restricted 36
  36. 36. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Primavera Analytics • Include Space and Level data from Primavera Unifier into Primavera Analytics • Quickly identify the amount of space available and where that space is located. • Report on rental income from all properties and drill down into specific properties in order to identify the most profitable. • Work Order Analysis
  37. 37. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | New Space Manager configuration User can select which Spaces to include
  38. 38. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Space Data User can select what data from the Spaces will be sent to Analytics.
  39. 39. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Level Data User can select what data from the Level will be sent to Analytics.
  40. 40. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Space Manager Example 1
  41. 41. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Space Manager Example 2
  42. 42. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Custom Report Enhancements Oracle Confidential – Internal/Restricted/Highly Restricted 43
  43. 43. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Creating Custom Reports in BI Publisher • Provides an easier way to create Data Models over the Primavera Unifier Data Views. • Can take advantage of the power of BI Publisher to format the reports. • Can schedule reports directly in BI Publisher. • Can be synchronized with Primavera Unifier to allow users to run the reports.
  44. 44. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Reports created in BI Publisher In the Configurator you define which folder contains the user created reports. User can create their own Reports and Data Models
  45. 45. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Configure the BI Publisher Reports Synchronizing will make the reports accessible within Unifier Report from BI Publisher now just needs to be published and permissions granted.
  46. 46. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle AutoVue 3D Oracle Confidential – Internal/Restricted/Highly Restricted 47
  47. 47. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | AutoVue 3D • Providing the ability for customers to use AutoVue 3D in order to view and markup 3D models. • Accessible from the Document Manager and from Business Processes. • Currently only support either all users using 2D or 3D. Do not currently support a mixed model.
  48. 48. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Document Manager – Uploaded 3D Models
  49. 49. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | AutoVue 3D
  50. 50. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Usability Enhancements Oracle Confidential – Internal/Restricted/Highly Restricted 51
  51. 51. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Unifier in browser tab
  52. 52. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Left and Top Navigation Look and feel updated to be in line with other PGBU Products
  53. 53. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Email Format The look of emails from Unifier have been enhanced to follow the same look and feel of Primavera Unifier forms
  54. 54. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Multiple Proxies
  55. 55. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | File Transfer Option removed 15.2 16.1
  56. 56. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Cost Sheet Split Cost Sheet now splits at the end of the Cost Name and scrolls the right hand side to the next column
  57. 57. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Task Log Two new columns. First to display the attachments to the record and the second to display the workflow.
  58. 58. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Record Attachments from the Task Log
  59. 59. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Workflow History from the Task Log
  60. 60. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Workflow Progress access Workflow Progress now available directly from the in-process record.
  61. 61. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | New Upload User can browse to add files. The user can also drag and drop files and folders onto the main area
  62. 62. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Drag and dropping files to upload When files are dragged on the main area they are notified if successful
  63. 63. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Create new folders With the Document Manager the user can add new folders
  64. 64. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Level Viewer Drawing and Spaces still available. In order to improve performance the Levels log no longer shows the drawing.
  65. 65. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | QBT on Business Process for Spaces This lists all the Usable Spaces that this Employee has been assigned.
  66. 66. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | QBT on Space for Business Process Records For this Usable Space this lists all the Employees that have been assigned.
  67. 67. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Summary Payment Applications - Grids Contracts and Change Orders of this SOV type now support grids.
  68. 68. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Summary Payment Applications - Integration New CA line to support the Cost Allocation CSV Import New tags in web service xml definition Web Service Integration
  69. 69. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | BI Publisher Custom Prints in BP Setup Custom Prints created using BI Publisher can now be used within the BP Setup.
  70. 70. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Technical Enhancements Oracle Confidential – Internal/Restricted/Highly Restricted 71
  71. 71. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | • For on premise customers only. • With Oracle Database 12c it is possible to store large documents in the database in an efficient manner. • The configurator now allows you to configure the database as a Repository Support for documents in the database
  72. 72. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | • Two new parameters have been added – define the maximum size of a file that can be uploaded. – Configure what files extensions are to be blocked (.exe is blocked by default). Additional Repository Parameters
  73. 73. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Resending Emails • Currently if the email server was not accessible, Primavera Unifier would attempt to send the emails and if the server was not accessible the email could be lost. • With 16.1, if we cannot send an email due to the server not being available, we will store the email in the database and re-send when the email server is available.
  74. 74. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
  75. 75. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
  76. 76. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

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