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Articles in Category: Oracle Primavera Cloud (Prime)

Oracle Primavera Cloud (OPC) - Looking to Add Formatting to Your Activities or Task View?

Keep in mind that when creating an activity view, customized formatting is available to help improve readability and keep focus on specific elements. You can apply a different font color, add a background color, or use filter options to create conditional formatting. Customization of table formatting is available on the Activities and Task List pages. It is saved in the view. Formatting is available for the cell, row, or column.

Oracle Primavera Cloud (OPC) - How to Create a Project Manually

I need to add a project in Oracle Primavera Cloud (OPC) manually (directly). What is the process? In OPC, a project can be created in a few ways: added directly, moved from project proposal to an approved project via a workflow process, copied from a project template, or imported into OPC from an external application.

To add a project directly, we will use the Add Project wizard to add details, user and group access, permissions, and companies to the new project. A new project can be created without data, or you can copy data from an existing project or template. Keep in mind that data stored at the workspace level and relationships between projects are not available to copy.

Access Projects and then View All Projects.

Oracle Primavera Cloud Version 24.4 - What Has Changed?

Some new functionality has been added to the new release of Oracle Primavera Cloud (OPC) version 24.4.

The user can now export baselines and scenarios as projects in XER format. The P6 XER format does not support baselines, and Primavera P6 does not support scenarios, but both can be exported from OPC as projects to be imported into P6 though. This will assist with the Time Impact Analysis and any subcontractor status update processes when contracts require that data be exchanged in XER format.

The Export to P6 dialog now allows selection of baselines and scenarios when Export format XER or Compressed XER is selected. The Export Baseline or Scenario Only is auto checked and read only when a baseline/scenario is selected.

Oracle Primavera Cloud - Activities Added in the Progress File but Not in the Baseline - Now What?

Commonly, new activities need to be added to your project as it progresses. What functionality does Oracle Primavera Cloud (OPC) offer to assist as new activities are not automatically added to the project baseline? You need to add the activities to the baseline, so OPC provides functionality to add them from the current schedule. OPC offers functionality to handle updates of the existing baseline with new activities without the requirement of creating a new baseline. When you must carry out this task, you need functionality to assist making the process easy to use as well as not labor intensive. Let’s have a look at what is involved.

Open the Activities page (Schedule App):

Oracle Primavera Cloud Reporting Cycles - What Are They?

Reporting cycles in Oracle Primavera Cloud (OPC) are defined to create reporting periods used to plan and update progress on scope assignments and to store period performance for schedule activities. Reporting cycles can be set to occur daily, weekly, semi-monthly, or monthly depending on the reporting requirements for a project.

Workspace Report Cycles:

Oracle Primavera Cloud Updates in v24.2

Below are a few of the many updates for Oracle Primavera Cloud (Prime) v24.2. This is not an all-inclusive list of the updates, but a few of the ones you may find helpful.

To start, you can now import a baseline or scenario of a P6 XML to create a new project or to create a scenario or baseline of an existing project. Any associated baseline categories will also be imported. Food for thought: this can provide additional flexibility on how baselines and scenarios are shared between owners, general contractors, and subcontractors.

Oracle Primavera Cloud - Ideas and Evaluation Functionality

The Ideas functionality in Oracle Primavera Cloud (OPC) allows for the submission of ideas which are then tracked, processed and evaluated. This assists with selection from the submissions, ideas to accept and potentially implement as projects. Each idea is registered, submitted, and then the idea is displayed in the Idea List.

Oracle Primavera Cloud v23.11 - New Functionality

Have you ever been working in Oracle Primavera Cloud (OPC) and thought it would be nice if a specific piece of functionality was available? New functionality has been added to OPC v23.11. The below list highlights a few items you may find particularly interesting.

Oracle Primavera Cloud – Swim Lanes

Swim lane displays can be created in the Tasks App under Work Plan in the Oracle Primavera Cloud (OPC). Using Swim Lane displays allows the user another option to review and make changes to tasks. Swim Lanes can be grouped by company then user, user then company, or just company or user. Along with providing views of tasks (and activities) by whichever grouping you choose, you can reassign tasks to a different company, user or both using the task details or by dragging and dropping the task to the required group in the work plan.

Timesheets in the Oracle Primavera Cloud

Let’s take a high-level look at the timesheet functionality in Oracle Primavera Cloud (OPC). Timesheets provide functionality allowing users to enter hours worked against projects. The project hours are logged against resource assignments on activities. Security privileges assigned to users for timesheets are based on the actions they require access to perform on a timesheet.

OPC contains Timesheet User, Timesheet Supervisor and Timesheet Approvers. Timesheet Users can create timesheets, log time against activities on projects, and submit them for approval. Timesheet Supervisors can create their own timesheets and enter time. They can also create timesheets for the resources assigned to the projects for which they are the timesheet supervisors. They can enter time on behalf of the resources and submit their timesheets for approval. Timesheet Approvers can create their own timesheets and enter time. They can also create timesheets for the resources for which they have been assigned as the timesheet approver. They can enter time, submit, approve, or reject their resources' timesheets.

Scheduling in the Oracle Primavera Cloud

Are you new to using Oracle Primavera Cloud (OPC) for your project scheduling? When entering or importing information, keep in mind OPC is structured into modules. When you login, you will have icons available for the modules you have been assigned access to. For a quick walk through of a few items of interest, we will start by looking at the Utilizing the Scope Module which gives access to the windows in the list below.

Schedule Updates Using Oracle Primavera Cloud (Prime) Out of the Box

Your project is in execution. What schedule update options do you have out of the box using Oracle Primavera Cloud (OPC)? There is more than one approach available to updating your schedule of course. Updating in OPC can start with task updates and progress to updating the activities in the schedule.

The work plan receives updated status on the tasks. The updates for tasks can be entered in the task list window as well.

The Connection Between the Work Plan and Schedule in Oracle Primavera Cloud

The Work Plan screen in Oracle Primavera Cloud is a virtual planning board available for use by the companies working on a project to coordinate their tasks. This functionality allows adding tasks, assigning, and monitoring task constraints, commitments to dates, and placing tasks in sequence using hand-offs. Tasks can be color-coded according to their assigned company. Task cards are customizable to display information important to your project. You can customize the board display from a daily view to up to six weeks.

The Work Plan screen planning board provides easy sequencing for your tasks. Create tasks and then drag and drop them onto the planning board to build your work plan. Change the hand-off mode that is selected. Enable activity bands to assist with assigning tasks to activities. Easily move the planning board time period to previous or future periods. Application of quick filters to the tasks is available as well as grouping them by best fit or by company to organize the view.

Oracle Primavera Cloud - A High Level Schedule Preview

If you have an .xer or Primavera .xml format file and you’re looking to set up a schedule in Oracle Primavera Cloud, you can start importing those files from the Projects window under the Actions menu.

By clicking on Activities from the Schedule icon in Oracle Primavera Cloud, you can reach the upload template from the Actions menu in that window. You can also choose to enter your project schedule information manually.