Integrate Unifier with Web- Service Utilities

Transcription

1 Integrate Unifier with Web- Service Utilities Rudy Ising, Certified Unifier Specialist Lim Tan, Certified Unifier Specialist January 29, Technical Webinar Series

2 Thank you for joining today s technical webinar Mute all call in phones are automatically muted in order to preserve the quality of the audio for all attendees. Questions during the session, questions can be submitted through the Questions Box on the right side of the screen. We will try to address your questions at the end of the presentation, time permitting. Follow up all registrants will receive an Excel file listing all questions and responses along with a link to the recorded webinar. 2

3 Safe Harbor The statements made in this technical presentation are based on our current knowledge of the tools. Our statements should not be construed to be an official Oracle perspective, but are intended to be the sharing of technical and user knowledge gained as we explore new paths and technologies, usually in advance of our clients. Our statements should not be construed as in conflict with any Oracle statement, as the Oracle statement is likely made based on more current knowledge than is available to us. 3

4 Twenty-five + years experience with Primavera Oracle Primavera Software Oracle Primavera Certified Training & Implementation Specializations Integration and custom interface development Project staffing and support Global, dedicated environment, hosting services Primavera OPPM, P6 EPPM, P6 Pro, Primavera Unifier, Contract Management, BI Publisher, UCM/Sharepoint, P6 Risk, AutoVue and Analytics Hard Dollar, Acumen Fuse, Ecosys, Prism G2, US Cost, Microsoft Dynamics Global Data Centers in USA, London, Singapore and Brisbane 4

5 The Unifier Webinar Series DRMcNatty is providing the following webinars on Unifier to help our clients better understand Unifier and how Unifier is Implemented. August Overview of Oracle Primavera Unifier & Contract Management September Migrating from Contract Management to Unifier October Implementing Unifier in an Owner, CM or GC environment December Unifier/P6 Cost and Schedule Integration January Integrate Unifier with Webservice Utilities February CPM Scheduling with Primavera Unifier Video of previous webinars are posted at 5

6 What is Primavera Unifier? Cloud-based Integrated Project Information Management solution 6

7 What is Primavera Unifier? Cloud-based Integrated Project Information Management solution Configurable Business Processes: Automation to drive business rules, accountability and visibility 7

8 What is Primavera Unifier? Cloud-based Integrated Project Information Management solution Configurable Business Processes: Automation to drive business rules, accountability and visibility Intuitive User Interface: Increases user productivity and adoption Benefits Real-time visibility to project data Automation of Business Processes Specific access levels to information Complete audit trail of project events 8

9 Available Pre-Configured Packages R9.14 Posted on edelivery on Dec 2013 Capital Project & Program Management (CPPM) packages Primavera Unifier Capital Planning Primavera Unifier Cost Controls Primavera Unifier Project Delivery Management 9

10 Fundamentals of P6-Unifier Integration Based on Base Product P6 EPPM 8.3 and Unifier 9.13 (8/2013) P6 Project Unifier Project CBS (wbs) Code Progress Snapshots P6 EPPM Dates Activity ID & Name Actual Dates % % BL Dates & Dur E/L Dates & Dur Start Date Unifier Dates & Costs Forecast Reports Schedule Reports Cost Reports Cash Flow Reports Earned Value Reports 10

11 Why Link P6 and Unifier? Cost Control application provides a way to manage budget, scope, and schedule: Establish & control the project budget Control Funding Record commitments and changes Pay commitments and track spending Link to a project schedule and monitor project progress Report on all aspects of the project Retain and manage all project documents Maintain an audit trail 11

12 Unifier and P6 Integration Complete Solution EVM Capital Planning Funding Risk Mgmt Document Control Resource Mgmt P6 Work Breakdown Structure Full Project Controls Solution Unifier Cost Breakdown Structure Bid Mgmt Cost Control Cashflow Forecasts Schedule Mgmt Field Admin Contract Mgmt Phase Gates 12

13 Unifier Project Approval BP Unifier Project Initiation is done in Unifier Limited (admin) access PRIOR to Publication 13

14 Using Web Services for Project Approval Automating Unifier/P6 Project Creation Reject END START Publish and Distribute Cost Report and Schedule Output PDF to Distribution Approved Request New Project Submit Approval Approve Create Project P6 Schedule Complete Cost Engineer Notification Cost Review/ Alignment Submit Publish Approval Unifier Web Services Legend: P6 UDR or BI P6 Project Creation Web Service Listener: Create P6 Schedule after Unifier project created; update BP P6 Scheduler Notification Send P6 Project Schedule Details to Unifier P6 Schedule Detail Entry; Projects Link; Assign CBS; Send To Unifier Focus Revise Costtoday is on the web services that drive this section of the BP Revise Schedule 14

15 Web Service Benefits Secure Flexible - Dynamic Secure Sockets Layer (SSL) Encrypted Protected Data XML Web Services Interface Flexible 3 Tier Architecture Support for data import/export XML Schemas Reports via Web Services 15

16 Building Web Services Custom Programming Functions and Integration Web Services uses XML programming tools Both Unifier and P6 provide Web Services functionality Used to communicate data in and out of Unifier Used to push data into P6 from Unifier 16

17 Project Information Entered/Sent for Approval Unifier Unifier Administrator Requests Approval 17

18 Project Approval Unifier Approval link or Approval in Unifier 18

19 Project Created in Unifier Unifier CBS from Unifier Template Empty Schedule Sheet Project Access limited to Administrator and Cost Engineer until final Publication 19

20 Primavera P6 Link to Unifier Settings P6 P6 Application Settings Review to Link to Unifier 20

21 Project Created in P6 P6 BP places P6 Project in PENDING EPS Node for Scheduler Scheduler moves it to appropriate EPS when updating 21

22 P6/Unifier Project Link P6 Scheduler Links to Unifier and populates schedule activities 22

23 Scheduler Updates P6 Schedule P6 Unifier CBS selection in Activities Column. Note: One CBS per activity, not multiple 23

24 P6 Schedule is Updated/Sent to Unifier P6 Scheduler Sends to Unifier when complete 24

25 Review and Approve Unifier Final Approval after review of Unifier Cost and P6 Schedule data. 25

26 Publish and Distribute Unifier Final Publication will enable general access to Unifier Project and cost/schedule draft. 26

27 Software Demonstration Hands On Look at the Process Initiate Project in Unifier P6 Scheduler populates schedule in P6 Cost Engineer reviews completed cost/schedule sheets in Unifier Final Project Publication 27

28 Benefits of Web Services Automation Building a Better Process P6 scheduler and Unifier Cost Engineer do not need to leave their "home software" Integration and "synchronization" guarantees uniform data between P6 and Unifier. "Send to Unifier" is built-in functionality that eliminates the need for custom programming. While P6 scheduler needs a Unifier license because they receive and send data into Unifier, the Cost Engineer needs at most a P6 web services license to create the new P6 project. The entire process is controlled and audited by a Unifier BP. 28

29 Integration Issues & Observations Based on Base Product P6 EPPM 8.3 and Unifier 9.13 (8/2013) P6 supports one CBS code per activity while Unifier supports multiple CBS Codes per activity. Project Settings (P6) changes are not supported by web services so must be set in P6. P6/Unifier settings/actions are supported in both P6 thick client and web tools. Basic web services documentation and error codes. Next Month CPM Scheduling with Primavera Unifier. 29

30 Questions All questions are gathered into a master sheet, answered and distributed to all registrants as well as posted on our website. Answers are based on our own experiences using the various software products related to your questions. Thank you for participating Rudy Ising rising@drmcnatty.com Lim Tan ltan@drmcnatty.com 30

31 UPCOMING EVENTS The DRM/MLM team is participating in these upcoming events. Hope to see you there! 31 31

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