Primavera Contract Management

01 November 2018

Oracle Prime – Cost Sheet & Viewing Budget Changes

Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist

Oracle Prime uses the Cost Breakdown Structure (CBS) to track, manage and report costs in the Cost Sheet page. Costs in the Cost Sheet can be viewed in the base currency or the project currency.

Before we visit the Cost Sheet in Oracle Prime, let’s have a high level look at the CBS and Cost Categories.

The Cost Breakdown Structure (CBS)

A Cost Breakdown Structure (CBS) is a set of cost codes used to track, manage, and report costs related to a project. The CBS standardizes costs into categories that represent manageable cost sources (customized to your organization requirement) and a standard cost classification system. The CBS cost codes are classified into three types: expense, capital, or none. CBS codes are used in top-down and bottom-up cost planning and tracking.

Segment Definitions:

Use a segment definition to define the hierarchical depth of the CBS and how codes will be concatenated.

Segments Definitions can be edited in the Cost Sheet as well the CBS screen if need be.

You can create a custom CBS at the workspace and project level. When you create a CBS at the project level you can select the budget sources for your project, which can be edited from the Cost Sheet page up until the project is baselined. Our file (above) is already baselined, so we don't need to do this.

Cost Categories

A cost category is used to define costs into a category more specific than a CBS code.
Cost Categories are customizable - above is a very simple set for our small example.

Overview of the Cost Sheet

The Cost Worksheet can be viewed by CBS Codes or Cost Categories. (CBS Codes shown above.)

You have access to a flat list display and a hierarchical display of CBS codes.

The image above is a Cost Worksheet by Cost Categories. Cost sheet columns can be customized to view only required information.

Budget Changes

A Budget Change request to increase the Direct Labor Budget by $50,000.00 has been created (above). This budget change is then submitted for approval.

Recalculation of the Cost Sheet shows our Budget Change submission in the column Pending Budget Changes as it has not yet been approved.

As projects progress, changes in scope, resource reallocation, funding additions and withdrawals, or other factors can affect original budgeted amounts. Oracle Prime tracks budget changes and budget transfers.

The Budget Changes page enables you to track modifications that affect the budget. Use this page to view all approved, pending, and rejected change requests including who approved or rejected the change request, what the change entails, and any additional comments about why the change request was necessary. Pending change request amounts are also visible on the project Cost Sheet page if pending budget fields are displayed.

A second Budget Change has been created/submitted and approved (BC10 above).

The Cost Sheet (recalculated above) shows the approved budget change and the budget change that has not yet been approved. The approved budget change also appears in the Budget Window, both as part of the current cost for direct labor and in the details for that budget line item.

Note: Please keep in mind that you must have the required security access to create/make changes to the Cost Sheet and Budget sheets.

28 December 2017

My PCM Forms/Reports are not Updating, What is Going on with BI Publisher?

Written by Dan MacMillan - Integration Specialist

In deploying our Emerald Primavera Contract Management (PCM) Productivity Cloud, we got the vanilla PCM installed and added our PCM add-on utilities for line numbering controls. Then we added some of our P6 and PCM automations to move change documents between the two systems.

To be on the safe side, we took backups and renamed databases, but we couldn't have predicted what would happen next...

27 March 2017

Saying Goodbye to Expedition 8.5 and Hello to Unifier - Part 2

Written by Ian Nicholson, P.Eng. - VP Solutions, Ravi Wallau - Integration Specialist

A Case Study From A Technical Perspective

Alberta’s Capital Health was a big user of Expedition from the 1990’s through to 2010. They had hundreds of projects that were sitting on a Sybase SQL-Anywhere server that needed to be retired but they needed to have easy access to the documents related to these health care projects.

 

Emerald solved their problem using the PCM-Archiver. This PCM add-on tool automates the extraction process of all projects and documents, and in this case, ultimately saved the client approximately 140 hours of computing work. For a more in-depth understanding of this project and its results please refer to Part 1 of Saying Goodbye to Expedition 8.5 and Hello to Unifier. In Part 2 we are going to explore a more technical perspective including some of the bumps we experienced along the way of extracting 1,213,318 documents, generating 1,123,318 Excel files, generating links for 39,384 attachments and generating 91,236 PDF files!

15 March 2017

Saying goodbye to Expedition 8.5 and Hello to Unifier - Part 1

Written by Ian Nicholson, P.Eng. - VP Solutions, Ravi Wallau - Integration Specialist

A Case Study From A Functional Perspective

Primavera Expedition, now known as Primavera Contract Management (PCM), was a great tool in its day, and still is as PCM. We had a number of clients who ran their entire capital program on the tool with hundreds of large and small projects.

 

Now that PCM is moving into the extended support phase, how do you get years of data out of the system and preserve it for future reference?

 

PCM Archiver

04 July 2016

Keep Primavera Contract Management Without the Java Issues

Written by Nicole Jardin, P.Eng. - CEO

Emerald Productivity Cloud Can Solve Your Java Problems

While Oracle is busy working on removing Java applets from Primavera P6-EPPM, the same cannot be said for Primavera Contract Management (PCM). With the announcement that PCM v14.2 is the last planned major release for PCM, the Java applets will potentially remain an ongoing issue.

 

Some creative solutions have been worked up over the years with CITRIX and controlled versions of IE, but all were problematic when other tools needed other versions of Java.

 

12 June 2015

Automate Document Loading Into Primavera Contract Management

Materials Delivery Documents Added to Emerald's PCM Loader

Recently, we were asked by a potential customer about adding support for Materials Delivery documents to the PCM Loader. Because the development of the PCM Loader has been customer driven, we always welcome the opportunity to consider adding support for new document types.