Out of the box, Primavera Unifier boasts multiple layers of auditing capabilities, so that you can keep track of the changes made in just about all areas of your Unifier database. From audit logs detailing activity in individual modules, to running audit reports in your project shells, or carrying out system reports in your company workspace, there are many ways to stay informed of proceedings in Unifier.
In this blog, we will discuss running audit reports in a project shell. This combs the entire shell based on your search parameters and is a great way to get a comprehensive view of the activity in the shell. To access audit reports, first, navigate to the project shell that you wish to run the audit report in.
on Friday, 18 October 2024.
Posted in Primavera Unifier
In the Files app in Oracle Primavera Cloud (OPC), you can manage the files associated with your projects, portfolios, programs, and ideas.
For more detailed organization and management of project and program documents, you can create custom logs.
Each workspace has its own folder templates, which can be accessed in the workspace’s Files app - Folder Templates, keeping in mind the hierarchy. From here, you can set up folder templates that add folders and files, building the hierarchy you require.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Thursday, 10 October 2024.
Posted in Oracle Primavera Cloud (Prime)
Out of the box, Oracle Primavera Cloud (OPC) allows users to create, manage, and view custom dashboards, providing visual representations of data at the project, portfolio, program, and workspace levels. The elements available for display are, of course, dependent on the level you are creating the dashboard for.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 01 October 2024.
Posted in Oracle Primavera Cloud (Prime)
During project planning sessions, a variety of conditions are identified that must be met before work on a specific task can begin. These are the task constraints - conditions that could delay or prevent the task from starting. These constraints apply to specific tasks in the Tasks app.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Thursday, 26 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Are you testing Oracle Primavera Cloud (OPC) software and wondering if it offers any Global Change functionality? OPC does have Global Change functionality, but please note that it may not fit with the Global Change functionality that you are accustomed to using.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 24 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Have you used resource or role leveling in Oracle Primavera Cloud (OPC)? If not, you may find my observations interesting.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 17 September 2024.
Posted in Oracle Primavera Cloud (Prime)
Learn About Creating Direct Activity-to-Activity Logic Connections Between Activities in Different Projects in OPC
Are you looking to create direct activity-to-activity logic connections between activities in different projects in Oracle Primavera Cloud (OPC)? In my observations, if you are familiar with Primavera P6 (as an example), you will see that connections between activities in different projects are available in the Activities tab without necessarily opening both projects. However, in OPC you will notice a decided difference.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Tuesday, 27 August 2024.
Posted in Oracle Primavera Cloud (Prime)
Configured fields are created in the context of an object and can be used in views on pages that support that object.
Configured fields in Oracle Primavera Cloud (OPC) can be created at the Workspace level. The configured field can be created to calculate a formula and populate the configured field with the result.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Wednesday, 24 July 2024.
Posted in Oracle Primavera Cloud (Prime)
Learn about the new features in P6-Loader v14.
Emerald just released P6-Loader v14 that features additional enhancements/functionality based on feedback from one of our clients.
The client wanted to add duplicate resources to activities using P6-Loader and also control what type of action to perform on a row in the P6-Loader sheet.
Written by Sue Fermelia - Implementation Specialist
on Wednesday, 17 July 2024.
Posted in P6-Loader
A schedule scenario is a what-if version of the schedule which allows the user to analyze and apply adjustments without affecting the current schedule. Using schedule scenarios allows you to create and manage multiple planning schedules, and modify details as evaluation and anticipation of different situations and project conditions occur, including resource and role requirements, response plans, delays, and other project issues. Most of the data in the scenario can be modified in the scenario as you would within the current schedule. The source of a scenario cannot be modified after the scenario is added.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Thursday, 11 July 2024.
Posted in Oracle Primavera Cloud (Prime)
Below is a high-level look at some of the new functionality available in Oracle Primavera Cloud (OPC) v24.6.
In a Program, the user can now use ‘schedule with multiple float paths’ functionality for any size of program.
Schedule the projects using multiple float paths and calculate the end date.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Sunday, 16 June 2024.
Posted in Oracle Primavera Cloud (Prime)
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.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Wednesday, 05 June 2024.
Posted in Oracle Primavera Cloud (Prime)
As an Oracle Primavera Cloud (OPC) user you have an inbox in the software. Have you had a look at the information available there? To access your inbox, click the View Notifications icon and then click View All in Inbox.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Friday, 24 May 2024.
Posted in All Articles, Oracle Primavera Cloud (Prime)
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.
Written by Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
on Thursday, 16 May 2024.
Posted in All Articles, Oracle Primavera Cloud (Prime)
Financial periods must be created manually in P6. It is a tedious process mainly because it seems that it would be so easy to automate it! Well, with the P6-Loader, you can.
In the P6-Loader, the financial period is a global object you can export.
Written by Ravi Wallau - Integration Specialist
on Monday, 06 May 2024.
Posted in All Articles, P6-Loader
