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Primavera Contract Manager version 11.0

Basic Navigation Overview

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Contract Manager 11.0 Training Agenda

• Basic Navigation Review– All Projects Menu– Project Menu– Control Center

• Application Assistance– Online Help, Reference

Manual, Knowledgebase, Technical Support

• Notification Process (Workflow)– Actions (BIC)– Send to Inbox– E-Mail Form– Alerts

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Projects View and Control Center

Change Group- select new database.

Print- Advanced Print for Multi-Project Reports.

?- Left-click for Online Help. Right-click for “About”

Project View

Control Center

Project View

Organize projects by geography, Project Manager, Type, etc…. Right-click All Projects, select Administer Views to modify the views. All views are maintained manually.

Control Center data is based on the Project View selection- if All Projects selected, data for all projects is shown.

Right-click All Projects to perform the following functions:

New Project, Publish Project

Single Project Backup, Restore

Dictionaries…Reason Codes, Company Roles, Daily Reports, Drawings….

Custom Fields, Cost Code Definitions, Document Setup, Customize Text, Define Alerts, Reporting Currency, Layout Options, Current Users, Copy Companies

Administer Views, Folders

User Settings

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Project MenuRight-click on the Project Name to display the “Project Menu”.

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All Projects MenuRight-click on “All Projects” to display the “All Projects” menu. These functions will affect all projects in the “Group” (or database).

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Primavera Control Center

Customize Workspace dialog box

Use this dialog box to choose which objects appear in the Workspace, and the order in which they appear.

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Primavera Assistance

Online Help: click “help” or “?”

Primavera Technical Support- phone, e-mail, webchat, or Knowledgebase

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Notification Methods

Actions= Ball in Court (BIC)

Inbox= “Send to Inbox”

Alerts= Subscribe to Alerts

Outlook= “E-mail Form”

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Define Alerts

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Send to Inbox

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E-Mail Form

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User Settings

[for attachments]

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Show Action Bars on Logs

Hide Action Bars on Logs

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RFI Log

Each module provides a Log of all documents in the module. The log data (layout) can be customized to filter, group, and sort the documents.

Click on the “link” to view the document.

Click on the “edit” icon to open the document in edit mode.

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Basic Document Commands

Navigation Commands

Actions (will vary by module)Use the buttons or the drop-down (click “Go”)