What s new in Primavera Unifier 16.1
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Transcript of What s new in Primavera Unifier 16.1
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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
Oracle Primavera What’s New in Primavera Unifier 16.1
Ray McEntee - Director, Product Strategy Krishna Madhuvarsu – Director, Product Strategy April, 2016
Oracle Confidential – Internal/Restricted/Highly Restricted
2
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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Summary
• Mobile Application
• Primavera Unifier Gateway Provider Enhancements
• Project Controls Base Configuration
• PM Book Templates
• Primavera Analytics
• Custom Report Enhancements
• AutoVue 3D Support
• Usability Enhancements
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Mobile Application
Oracle Confidential – Internal/Restricted/Highly Restricted 5
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Primavera Unifier for iOS
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• Key Features – Review the tasks and send them to
next step in the workflow.
– Create Business Process records on Project or Company level.
– Attach pictures to record right from the filed where the work is happening.
–Work on your Tasks or create new records online or offline.
– Available on iPhone and iPad
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Oracle’s Primavera Unifier Mobile 16.1 Key Features & Benefits
• Benefits – Cut down the paper work and manual
effort updating tasks.
– Faster turnaround times responding to tasks.
– Access key task information wherever you are.
– Executives can now review and approve the key organizational processes on the go.
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• View list of all the tasks for the mobile enabled BPs.
• Review, update the information and submit the tasks for next step in the workflow.
• Attach pictures right from the worksite.
• Access Tasks even when offline.
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Oracle’s Primavera Unifier Mobile 16.1 Task Management
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Oracle’s Primavera Unifier Mobile 16.1 Task Management
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• View available Projects and associated BP Logs based on the user permissions.
• Create Simple and Line Item type records Online and Offline.
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Oracle’s Primavera Unifier Mobile 16.1 New Business Process Records
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Oracle’s Primavera Unifier Mobile 16.1 New Business Process Records
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• Create new records or update tasks locally when offline.
• Sync the local changes when online.
• View sync statistics to visualize the volume of changes since last refresh.
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Oracle’s Primavera Unifier Mobile 16.1 Offline
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Oracle’s Primavera Unifier Mobile 16.1 Task Management on iPad
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Oracle’s Primavera Unifier Mobile 16.1 New Records on iPad
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Step1
•Enable the BP for Integration
Step2
•Mobile Enable the BP in Configuration section
Step3
•Pre-configure the user assignments on Workflow steps
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Oracle’s Primavera Unifier Mobile 16.1 Enabling BPs for Mobile Access
Step1
• Enable the BP for Integration
Step2
• Enable the BP for Mobile in Configuration section
Workflow Non-
Workflow
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Primavera Unifier Gateway Provider
Oracle Confidential – Internal/Restricted/Highly Restricted 16
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Use Case
• Provide the ability to be able to use Primavera Gateway to synchronize Primavera Unifier business processes with external systems via Primavera Gateway.
• Provides a means to create an integration with an external system without have to code the integration.
• Typically this is used to create Contracts, Change Orders and Payment applications in the corporate ERP System and to receive Payment Information back from the ERP system.
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Primavera Gateway – Business Objects
BPs and Shells that are
supported within Gateway
are listed.
These objects can be deployed to the Unifier Generic
Objects within the Gateway Dictionary
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Primavera Gateway Unifier Dictionary
Depending on the type of BP, the fields will be
added to the corresponding Business
Object
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Primavera Gateway Dictionary
Using Business Flows and Mappings within Primavera Gateway,
the data from Primavera Unifier
can be mapped into the corresponding
object. The provider on the other side
can then then map into their objects
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Unifier Provider Object
Possible Gateway Objects
Company Simple VendorEvaluation
Company Line Item Vendor, Timesheet
Company Line Item Detail VendorDetail, TimesheetDetail
Company Costs BlanketPurchaseOrder
Company Costs Detail BlanketPurchaseOrderDetail
Unifier Provider Object
Possible Gateway Objects
Project Simple ProjectInformation
Project Commits BudgetChangeOrder, BudgetItem, Contract, PurchaseOrder, WorkRelease, ChangeOrder, POAmendment
Project Commits Detail BudgetChangeOrderDetail, BudgetItemDetail, ContractDetail, PurchaseOrderDetail, WorkReleaseDetail, ChangeOrderDetail, POAmendmentDetail
Available Mappings within Primavera Gateway
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Unifier Provider Object
Possible Gateway Objects
Project Invoices Invoice, PaymentApplication, PaymentApplicationtoOwner
Project Invoices Detail InvoiceDetail, PaymentApplicationDetail, PaymentApplicationtoOwnerDetail
Unifier Provider Object
Possible Gateway Objects
Other Project Costs Estimate, BudgetApproval, BudgetChange, BudgetTransfer, PotentialChangeOrder, JournalEntry, Payment, PaymentFromOwner, RiskAndIssue, FundAppropriation
Other Project Costs Detail EstimateDetail, BudgetApprovalDetail, BudgetChangeDetail, BudgetTransferDetail, PotentialChangeOrderDetail, JournalEntryDetail, PaymentDetail, PaymentFromOwnerDetail, RiskAndIssueDetail, FundAppropriationDetail
Available Mappings within Primavera Gateway
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Unifier Provider Object
Possible Gateway Objects
Project Document RequestForSubstitution
Project Document Detail RequestForSubstitutionDetail
Available Mappings within Primavera Gateway
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Project Controls Base Configuration
Oracle Confidential – Internal/Restricted/Highly Restricted 24
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New Base Configuration
• Now contains two starting templates – Owner
– Contractor
• Both templates provide significant starting points for customers to configure Unifier based on their requirements.
• New Contractor template includes 46 Business Processes, the majority of which are new.
• Owner template contains 44 Business Process many of which have been updated/replaced since 15.2.
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New Base Configuration
• Setup configuration now uses standard group names rather than generic groups.
• Incorporates more recent functionality – Summary Payment Application type SOVs
– Activity Sheets
– Summary Sheets within Cash Flow
• New Project Dashboards with drill down capabilities added.
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Owner Project
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Contractor Project
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PM Book Templates
Oracle Confidential – Internal/Restricted/Highly Restricted 29
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PM Book Templates
• Since every Asset will have a related PM Book that is based on a template, if you need to change all PM Books for a type of asset it is an extremely time consuming effort.
• This enhancement allows you to push changes from a PM Book template to all PM Books that were created from the template.
• This will significantly reduce the effort required and will ensure all PM Books are updated.
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Business Process Update
New node in the
navigation
After pressing New the user selects which
template is the source of the push.
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Business Process Update – General Tab
User then provides a name for the update
and when it is scheduled to be run.
The tabs represent the Upper and all the tabs
of the template.
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Business Process Update – Main Form
All the fields from the Upper form
that can be pushed are displayed. The
user can then select which ones are to be pushed.
A read-only version of the
template can be viewed
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Business Process Update – Tabs
A read-only version of the template lines can be viewed
The lines to be updated can be
selected. If a line does not exist it will be added.
The user can then select
which fields are to be pushed.
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PM Book Templates
• After the push, Unifier will recalculate when the next work orders are to be created.
• It will take into account any new families that are created.
• Line items cannot be deleted, but they can be set to a status that does not generate a work order.
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Primavera Analytics
Oracle Confidential – Internal/Restricted/Highly Restricted 36
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Primavera Analytics
• Include Space and Level data from Primavera Unifier into Primavera Analytics
• Quickly identify the amount of space available and where that space is located.
• Report on rental income from all properties and drill down into specific properties in order to identify the most profitable.
• Work Order Analysis
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New Space Manager configuration
User can select which Spaces to
include
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Space Data
User can select what data from the Spaces will
be sent to Analytics.
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Level Data
User can select what data from the Level will be sent to Analytics.
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Space Manager Example 1
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Space Manager Example 2
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Custom Report Enhancements
Oracle Confidential – Internal/Restricted/Highly Restricted 43
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Creating Custom Reports in BI Publisher
• Provides an easier way to create Data Models over the Primavera Unifier Data Views.
• Can take advantage of the power of BI Publisher to format the reports.
• Can schedule reports directly in BI Publisher.
• Can be synchronized with Primavera Unifier to allow users to run the reports.
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Reports created in BI Publisher
In the Configurator you define which
folder contains the user created reports.
User can create their own Reports and
Data Models
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Configure the BI Publisher Reports
Synchronizing will make the reports accessible within
Unifier
Report from BI Publisher now just
needs to be published and
permissions granted.
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Oracle AutoVue 3D
Oracle Confidential – Internal/Restricted/Highly Restricted 47
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AutoVue 3D
• Providing the ability for customers to use AutoVue 3D in order to view and markup 3D models.
• Accessible from the Document Manager and from Business Processes.
• Currently only support either all users using 2D or 3D. Do not currently support a mixed model.
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Document Manager – Uploaded 3D Models
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AutoVue 3D
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Usability Enhancements
Oracle Confidential – Internal/Restricted/Highly Restricted 51
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Unifier in browser tab
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Left and Top Navigation
Look and feel updated to be in line
with other PGBU Products
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Email Format
The look of emails from Unifier have been
enhanced to follow the same look and feel of
Primavera Unifier forms
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Multiple Proxies
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File Transfer Option removed
15.2 16.1
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Cost Sheet Split
Cost Sheet now splits at the end of the Cost
Name and scrolls the right hand side to the
next column
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Task Log
Two new columns. First to display the
attachments to the record and the second
to display the workflow.
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Record Attachments from the Task Log
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Workflow History from the Task Log
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Workflow Progress access
Workflow Progress now available
directly from the in-process record.
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New Upload
User can browse to add files.
The user can also drag and drop files
and folders onto the main area
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Drag and dropping files to upload
When files are dragged on the
main area they are notified if successful
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Create new folders
With the Document Manager the user can
add new folders
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Level Viewer
Drawing and Spaces still available.
In order to improve performance the
Levels log no longer shows the drawing.
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QBT on Business Process for Spaces
This lists all the Usable Spaces that this Employee has
been assigned.
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QBT on Space for Business Process Records
For this Usable Space this lists all
the Employees that have been
assigned.
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Summary Payment Applications - Grids
Contracts and Change Orders of this SOV type now
support grids.
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Summary Payment Applications - Integration
New CA line to support the
Cost Allocation
CSV Import
New tags in web service xml
definition
Web Service Integration
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BI Publisher Custom Prints in BP Setup
Custom Prints created using BI Publisher can
now be used within the BP Setup.
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Technical Enhancements
Oracle Confidential – Internal/Restricted/Highly Restricted 71
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• For on premise customers only.
• With Oracle Database 12c it is possible to store large documents in the database in an efficient manner.
• The configurator now allows you to configure the database as a Repository
Support for documents in the database
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• Two new parameters have been added – define the maximum size of a file that
can be uploaded.
– Configure what files extensions are to be blocked (.exe is blocked by default).
Additional Repository Parameters
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Resending Emails
• Currently if the email server was not accessible, Primavera Unifier would attempt to send the emails and if the server was not accessible the email could be lost.
• With 16.1, if we cannot send an email due to the server not being available, we will store the email in the database and re-send when the email server is available.
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Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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