This document provides an overview of considerations for migrating data from Oracle's Primavera Contract Management (PCM) application to their Primavera Unifier application. It compares the two applications, outlines common functionality, and describes how to set up Unifier's base applications and customize business processes. The document also discusses important steps for migrating PCM data like deciding what data to migrate, export options, data mapping, and import methods. Migrating to Unifier requires planning, resources, and time due to increased customization capabilities and its focus on larger, long-term capital projects.

1. REMINDER
Check in on the
COLLABORATE mobile app
PCM to Unifier Migration
Considerations
Prepared by:
Lim Tan
Senior Consultant
Oracle Certified Unifier Implementation
Specialist
Session ID#: 15425

2. Agenda
■ Unifier Compared to Contract Management
■ How the Base Products can help
■ What needs to be set up
■ Considerations
■ Migrating PCM Data
■ Summary
■ Questions

3. Unifier Compared to Contract Management
■ Contract Management
▪ Contract Management
▪ Document Driven
▪ Focused on shorter duration programs with limited budgets
▪ 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

4. Unifier Compared to Contract Management
■ Primavera Unifier
▪ Business process driven
▪ Focused on larger organizations and long duration programs
and projects
▪ 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 environment eliminates need
for any other cost management tool
▪ Audit logs
▪ Available in SaaS or traditional model
▪ Integration with P6, Content Repository

5. Common Functionality
■ User/Shell Administration – users, groups, projects
■ Templates – permissions, user preferences
■ System Reports – administrative; usage reports
■ Alerts – set up trigger and notification thresholds
■ Unifier Mail – light collaboration within system

6. Common Functionality
■ Collaboration – personal tasks, messages, drafts
■ Gates – enforce project phases, deliverables
■ Document Manager – folders, rev ctrl, commenting,
view/markup
■ Reports – User-Defined Reports module

7. Base Product Applications
■ Pre-defined business
processes
■ Pre-defined document
folder structures
■ Pre-defined Groups with
permissions
■ Pre-defined Managers
■ Pre-defined reports
■ Customizable

8. 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

9. Capital Planning
■ Plan/Manage budgets, forecasts,
spending guidance – Planned/Active
projects
■ Multiple Portfolio Scenarios –
Share/Approve
■ Real-time Updates to/from Cost,
Cash Flow and Project metadata

10. Project Delivery Management
■ Online Bidding, Procurement &
Contracts Solution
■ Schedule Management with Gantt
chart visualization
■ Resource Management - roles,
resources, skills, rates, assignments

11. Business Process Workflow

12. Email Notifications

13. Cost Controls
■ Real-time Cost Worksheets -
Budgets, Forecast, Commits,
Changes, Spends
■ Comprehensive Workflow based
Contracts, Purchase Orders, Change
Management, Invoices and Payment
Applications
■ Configurable Cost Management -
support unique processes, cost
codes

14. Cost Controls
■ Advanced 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.

15. 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
■ .....

16. 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.

17. Dashboards & Reports (User-defined &
Custom)
■ Two common 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

18. Dashboards

19. 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

20. 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 (Cost Codes)
■ Program
▪ A collection of WBS shells

21. 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

22. 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

23. Shell Hierarchy
Single instance type – root of shell hierarchy
Multiple instance type - body of a hierarchy

24. Company Workspace – Admin Mode
■ License Manager
■ Partner Companies
■ UDesigner
■ Access Control
■ User Administration
■ Configuration
■ Standard & Libraries
■ Company Workspace
■ Templates
■ Company Sponsored
Shells
■ Custom Dashboards
■ System Reports

25. Users and Groups
■ Company user:
▪ Under the sponsoring
company
■ Partner user:
▪ Under a partner company
■ Member user:
▪ Participate in a shell
■ Tabs
▪ General
▪ Security
▪ Permissions
▪ Projects/Shells
▪ Programs
▪ Proxy

26. Users and Groups
■ Groups serve two functions:
▪ Assign and monitor permissions for users
▪ Placeholder for individual users in a workflow setup
■ Groups exist at company, program and shell level
■ Base products have pre-defined Groups

27. 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’

28. 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

29. 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

30. Business Processes
■ A set of coordinated tasks to achieve a specific business goal
▪ Forms - Data entry and storage
▪ Workflows Define routing of data and govern behavior
■ Schema combination of forms and workflow
▪ Framework for a business process
■ Multiple setups - behavior

31. Business Processes
■ Upper Forms for header information
■ Detail Forms for detailed information
■ Data Elements are the containers
■ Data Definitions are the Data Types

32. Business Processes
■ Workflows
▪ Steps, Forms, Workflow Action, Record Status
■ Workflow Behavior
▪ Task Duration, Task Assignees, Completion policy, Email
Notification, Save to Document Mngr

33. Considerations
■ Learning Curve
▪ Can it be done ourselves?
■ Planning and Design
▪ Think of planning this like an IT development project
■ Resources
▪ How many people to design and configure it?
▪ How many people do I need to maintain it?
■ Time, expense and patience
▪ Potentially be prepared for the long haul

34. 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
▪ Archive historical data
■ Keep in PCM (recommended)
▪ Only new data entered in Unifier
▪ Finish current projects in PCM
▪ Archive historical data

35. 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 XML experience

36. Integration Interface
■ uDesigner
▪ Business Processes
■ Integration sub-node
▪ Upper Interface
▪ Detail Interface
■ Export CSV Template
▪ Columns must be exact

37. Data Mapping Considerations
■ Mandatory fields
■ Auto-populated fields
■ Pull down lists
■ Date formats
■ Not all fields will directly map

38. CSV Import
■ Project – User Mode
▪ Business Process
■ File > Import
■ Export Template
▪ Use the template
exactly and add
data to each column

39. Summary
■ For the Right Reasons
▪ To have customization capabilities
▪ Integrated comprehensive cost management functionality
▪ The capital program/projects environment is long term
▪ Can justify the investment
■ Migrating
▪ Learning Curve
▪ Planning and Design
▪ Resources
▪ Time and expense

40. Questions
Lim Tan
▪ ltan@drmcnatty.com
Thank you!

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