Primavera Project Delivery Application User s Guide

Transcription

1 Primavera Project Delivery Application User s Guide Version December 2012

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3 Legal Notices Oracle Primavera Project Delivery Application Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or service i Primavera Project Delivery User s Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved.

4 Table of Contents Introduction to Primavera Project Delivery... 1 What You Receive with this Application... 1 Platform Structure... 1 Primavera udesigner... 2 Primavera Unifier... 2 Business Processes... 5 Business Process... 5 Description... 5 Dashboards... 7 Reports... 8 Setting Up the Primavera Project Delivery Application... 9 What You Need to Do... 9 ii Primavera Project Delivery User s Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved.

5 Introduction to Primavera Project Delivery Primavera Project Delivery is an application designed to optimize your project results. It contains a set of interactive tools, including dashboards, for project team members to collaborate, communicate, collect documents, share reports, and track tasks. You can use these tools to create project artifacts essential for keeping everyone on the same page and establishing an audit trail. Once you enter your company users into Primavera Unifier, and grant your company users permissions to the application, Primavera Project Delivery is ready for use with no additional design or configuration required. What You Receive with this Application Primavera Unifier has been installed on your system and the Primavera Project Delivery Application has been downloaded. With the Primavera Project Delivery Application, you receive the following components, already designed and configured for your use: Selected platform structure to support the included business processes and shells A suite of business processes that work together to accomplish the tasks of project delivery Pre-set company and shell-level groups A suite of reports to keep you abreast of project status The information in this document refers to instructions in the following PDF files: Primavera udesigner User s Guide Primavera Unifier Administration Guide Primavera Unifier User s Guide You can download these PDFs from the Help menu on the menu bar. Platform Structure The Primavera Project Delivery application is shipped with two modules: Primavera udesigner Primavera Unifier Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved. 1

6 Primavera udesigner For Primavera udesigner, in Design Mode, the following nodes in the left Navigator are populated with the components necessary for the Primavera Project Delivery application. Business Process node and a suite of business processes (see the Business Processes list below) Shell Manager node and the following shells: An anchor shell called All Projects A project shell called Projects The Primavera Project Delivery application business processes come ready for use, you can use this node to add or remove fields from business process forms. See the Primavera udesigner User Guide: Overview of Business Processes chapter Designing a Form chapter Designing a Workflow chapter Although the shells are already designed for use with Primavera Project Delivery, you can add or remove fields from shell forms, and create new shells from the Projects shell. See the Primavera udesigner User Guide: Shell Manager Overview chapter Primavera Unifier For Primavera Unifier, under the Company Workspace tab, in Administration Mode, the following nodes in the left Navigator are populated with the components necessary for Primavera Project Delivery application. Data Structure Setup node and these components: Data Cube Definitions > Incidents Data Views Although the data structure is already designed and set up for use with this application, you can use this node if you want to make changes to a data cube or data view definition for reports and dashboards. See the Primavera Unifier Administration Guide: Data Cubes topic in the Company Administration chapter Data Views topic in the Company Administration chapter 2 Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved.

7 Access Control node where you can grant administrative and user permissions to users and groups. User Administration node and the following groups, to which you can add users so that they have access to the application. All company users Company administrators Creator (of a business process) Project Administrators Reviewer Support Configuration node, and the following subordinate nodes, with settings configured for Primavera Project Delivery operation: Business Processes (see list below) Shells Use this node to grant permissions to your company users and groups so they can work in different areas in Primavera Unifier projects. See the Primavera Unifier Administration Guide: Managing Permissions and Access Control topic in the Company Administration chapter Use this node to add users to Primavera Unifier and assign users to groups. See the See the Primavera Unifier Administration Guide: Adding and Managing Company Users topic, User and Group Administration, in the Company Administration chapter Although the Shell Manager and the business processes are already designed and set up for use with this application, you can use this node if you want to make any changes to the configuration of business processes and shells. See the Primavera Unifier Administration Guide: Configuring Business Processes topic in the Business Processes Setup chapter Configuring Shell Types topic in Setting up Shells, in the Shell Administration chapter Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved. 3

8 Company Workspace node, and the following subordinate nodes, with settings configured for Primavera Project Delivery operation: Business Process Setup Auto-update Status Setup Reports Templates > Shells node and a Projects shell node. Under the Projects node is a Project Template and the following template components with appropriate data for Primavera Project Delivery operation: Access Control User Administration > Users (default user is OOTB Admin) User Administration > Groups Setup > Business Processes Setup > Dashboards > Project Delivery Document Manager > Project Documents (contains a default folder structure) Reports > User-Defined Although the Company Workspace node is already set up for use with this application, you can use this node to make any changes to the setup of business processes, automatic update of active-project statuses, and company-level reports. See the Primavera Unifier Administration Guide: Configuring Business Processes topic in the Business Processes Setup chapter Setting up the Automatic Update of Project Status topic in the Program and Project Administration chapter Although a shell template called Projects is already designed and set up for use with Primavera Project Delivery functions, you can use this node to make any changes to these pieces that are included in the template: Access control to project functions for users and groups User/group administration to add and manage project users and groups Business processes that you want to automatically include in the project. A dashboard to display project information on the shell landing page A Document Manager to store drawings, spreadsheets, image files, specifications, and other project documentation Reports specific to Primavera Project Delivery See the Primavera Unifier Administration Guide: Managing Permissions and Access Control topic in the Company Administration chapter Adding and Managing Company Users topic, User and Group 4 Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved.

9 Administration, in the Company Administration chapter Setting up Business Processes in the Business Processes Setup chapter Create a Shell Template topic in Creating a Shell Template, Setting up Shells, in the Shell Administration chapter Configuring Shell Dashboards in the Shell Administration chapter About the Document Manager and Setting up the Document Manager in the Document Manager Setup chapter Setting up User-Defined Reports topic in the Reports Setup chapter Reports node with reports configured for Primavera Project Delivery operation: Company-level reports in User Mode (see list below) To see this node, you need to switch to User Mode at the top of the Navigator. Although reports have already been designed and set up for use with Primavera Project Delivery functions, you can use this node to make changes to, or run user-defined reports (UDRs). See the Primavera Unifier User Guide: Reports chapter Business Processes Following is a list of business processes you will receive with the Primavera Project Delivery application, and a brief description of each one. These business processes have been designed for immediate use; they do not need to be configured or set up. Business Process Action Items Architect's Supplemental Instructions Architect/Engineer Daily Observations Description Use this business process to capture tasks identified in meetings, and track these items through completion. Use this business process for architects to submit additional instructions and route the record through the approval process. Use this business process for documenting observed structural elements, their locations, and any Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved. 5

10 Business Process Project Closeout Correspondence Daily Reports Design Change Requests Design Reviews Incident Reports Lessons Learned Meeting Minutes Monthly Updates Notices to Proceed Project Information Project Requests Punchlist Requests for Information (RFI) Submittal Register Submittals Transmittals Description deficiencies in the project. Use this business process to keep track of project closeout items. Use this business process to document and track correspondence. Use this business process to create daily reports for equipment, materials, visitors, and workforce. Use this business process to request design changes. Use this business process to route the design review record through the approval process. Use this business process to record any project incidents. Use this business process to record project issues, reasons, solutions, and recommendations. Use this business process to record meeting minutes and to automatically generate Action Items business process records. Use this business process to create and route monthly reports. Use this business process to create and route notices to proceed with a contract through the approval process. Use this business process to record and store project details. Use this business process to initiate the approval process for new projects. Use this business process to create punch lists and route them through the approval process. Use this business process to ask project-related questions. Use this business process to list submittals and track their statuses. Use this business process to submit project documents. Use this business process to transmit project documentation, such as drawings and specifications, route these items through the approval process, and create a permanent record 6 Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved.

11 Business Process Warranties Description of the transmission. Use this business process to record and store warranty information. Dashboards Configurable shell dashboards display project data from the shell hierarchy in an at-a-glance format. With the Primavera Project Delivery application, you will receive a configured dashboard showing Project Delivery information. The dashboard consists of four blocks that aggregate project business process records: Action Items by Status Incidents by Injury Type RFIs by Status Submittals by Status Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved. 7

12 Reports The following reports are included with the Primavera Project Delivery application. These reports can give you insight into the status of your project delivery. The reports provide data from the shell level (Projects), company level, and shell and company level. Shell-level Reports Company-level Shell and Company-level Reports Action Items Progress Report Open Action Items Architect's Supplemental Instructions Summary Architect/Engineer Daily Observations Summary Correspondence Log Daily Reports Design Change Requests Summary Design Reviews Summary Incident Reports Summary Lessons Learned Summary Meeting Minutes Summary Monthly Updates Summary Notices to Proceed Summary Punchlist Summary Punchlist Detail RFIs Status Report Submittals Summary Transmittals Summary Warranties Summary Project Requests Summary Project Information Project Status Project Users 8 Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved.

13 Setting Up the Primavera Project Delivery Application You may also have been given access to additional features of Unifier and udesigner. You can use these features to make other changes to the Primavera Project Delivery business process forms, workflows, shells, and data structures (data views and data cubes); however, we do not recommend using these features until you are familiar with Primavera Unifier and how it works. The Primavera Project Delivery application has been designed and configured for immediate use. However, there are a few actions you need to take to complete the setup. What You Need to Do Create a project/sub-shell. The Primavera Project Delivery application is shipped with an anchor shell called All Projects. You will need to create at least one project or sub-shell under this shell. We have provided a shell template to use to create the project/sub-shell. For instructions on creating this project/shell, please see the Creating a Shell by Copying a Template or Shell topic in the Shell Administration chapter of the Primavera Unifier Administration Guide. Add users to the company. Before you can start collaborating in the Primavera Project Delivery application, you must add your company users. For instructions on adding users to the company, please see the Adding and Managing Company Users topic in the Company Administration chapter of the Primavera Unifier Administration Guide. We recommend that you add all your users to the group categories we have provided. Doing so makes assignments and permissions more efficient and easier to manage. Assign users to the shell. Once you have added users to the company and assigned them to groups, you can then assign them to your project shell. For instructions on assigning users to a shell, please see the Managing Shell Users and Groups topic in the Shell Administration chapter of the Primavera Unifier Administration Guide. Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved. 9

14 Grant users permissions to the application. For instructions on granting user permissions to the Primavera Project Delivery application, please see the Managing Permissions and Access Control topic in the Company Administration chapter of the Primavera Unifier Administration Guide. 10 Primavera Unifier Administration Guide Copyright 1998, 2012, Oracle and/or its affiliates. All rights reserved.