PERFECT SELF-STUDY TRAINING COMPANION FOR BUILDING, CONSTRUCTION & ENGINEERING CONTRACT MANAGERS. GENERAL PROJECT MANAGERS, FACILITIES MANAGEMENT CONSULTANTS AND PROCUREMENT PROFESSIONALS ALSO BENEFIT FROM THIS POWERFUL CONTRACT MANAGEMENT TOOL. ALSO GOOD FOR THOSE WHO WORK WITH OR WISH TO CROSS/UPSKILL FROM EITHER MICROSOFT OR IBM PROJECT PORTFOLIO MANAGEMENT TO A MORE ADVANCED POWERFUL PROJECT MANAGEMENT ENVIRONMENT..

VERY GOOD HANDS-ON TRAINING MATERIAL WITH REAL-LIFE BASED SCENARIOS. PACKED WITH TASKS, ACTIVITIES AND EXERCISES.

PRIMAVERS P6 AND UNIFIER: CONTRACT MANAGEMENT SELF-STUDY TRAINING GUIDE

How This Course Is Organised

Oracle's Primavera P6 and Unifier are contract management, document management, job cost, and field controls solution that keeps construction projects on schedule and on budget through complete project control. Construction project management involves groups of people representing different disciplines, from project managers, contract managers, and division managers to subcontractors, architects, engineers, suppliers, and owners - all trying to collaborate on a multitude of issues and changes while juggling multiple documents and contracts. 

Controlling your construction project's plan, budget, forecast costs, and deliverables is vital to the success of your projects and the future of your business.

The Primavera P6 and Unifier Contract Management Implementation course is designed to introduce users to the powerful features of Contract Management in tandem with building and configuring solutions appropriate to client needs to add value and solve business pains associated with contract management such as change, claims avoidance and collaboration.

The Primavera P6 and Unifier Contract Management  course is aimed at project managers, contract managers, subcontractors, and suppliers; the principal objective is to ensuring students are able to design and configure enterprise Contract Management solutions. 

The course provides hands-on training for Primavera’s Contract Managment solution, focusing on project cost control and document management. Additional topics include logging and tracking submittals, recording project communication, awarding procurement items, and using contracts, purchase orders, and trends. The course also covers how to enter and track company and project related data in Contract Management.The screen-by-screen, step-by-step approach to learning reinforces new functionality and skills.

Audience:
Business Analyst
End User
Functional Implementer
Project Manager


Prerequisites:
Functional knowledge of MS Windows and Internet Explorer
Some Knowledge of Project Management

Supported Product versions: Primavera Contract Management v 12 and v14

Certification Program:
This course can be applied towards the PMI® PMP® Recertification or the project management specific instruction required for the PMI® PMP® Certification:
Professional Development and Continuing Education Units: Earns 13 PDUs and 1.30 CEUs
IACET Continuing Education Units 3.6


Oracle Certification
This course fulfils a training requirement for an Oracle Primavera Contract Management Essentials - 1Z0-582 Certification Path


Course Objectives:

Project management terminology

Relationship between project elements

Project processes

Project planning and control techniques

Project cost control

Metrics related to measuring project performance

Manage Project Costs
Award Procurement Items
Use Contracts, Purchase Orders, and Trends
Manage Payment Requisitions
Customize Layouts
Create the Company Directory
Create a Project
Track Drawings
Communicate Project Information
Log and Track Submittals
Document Project Issues
Record Project Communications



Course Topics:

Introduction to Project Management

The Project Management Framework

Five Process Groups 

Life Cycles 

Nine Knowledge Areas

What is a Project? 

Project Management Terminology

Initiating Projects

Five Steps of Project Initiation 

Build a Business Case 

Establish Project Scope 

Analyze Stakeholder Needs 

Identify Constraints 

Build a Communication Plan

Oracle Primavera Enterprise Products

Primavera Cloud

Primavera Unifier

Primavera Project Portfolio Management

Primavera Portfolio Management

Primavera Risk Analysis

Primavera Contract Management

Primavera Unifier vs. Primavera Contract Management

Introduction to Contract Management
Introduction to Contract Manager
Identify the advantages of using Contract Manager
Log in to Contract Manager
Identify Contract Manager’s components in the Main window
Customize the Project View in the Main window
Customize the Control Center in the Main window

Creating the Company Directory
Adding a New Company
Copying Contacts

Creating a Project
Defining the Project

Managing Drawings
Adding a Document
Recording Revisions
Using Transmittals

Logging and Tracking Submittals
Creating a Submittal
Defining Workflow
Tracking Approvals

Recording Project Communication
Daily Reports
Meeting Minutes

Managing Costs
Using the Cost Worksheet
Defining Cost Codes

Managing Contracts
Budgeted and Committed Contracts
Creating a Purchase Order
Creating a Trend Document

Using Change Management
Documenting Quotes
Completing Negotiations

Managing Payment Requisitions
Schedule of Values
Retainage
Updating and Certifying a Requisition

Using the Safety Module
Recording a Violation
Generating an Injury or Illness Report

Using the Safety Module
Recording a Violation
Generating an Injury or Illness Report

Connecting to a P6 Schedule
Linking to P6
Documents and P6 Dates

Unifier Fundamentals

Introduction to Unifier Concepts

Understanding Shells

Types of Shells

Cost Breakdown Structure (CBS)

Creating CBS Codes in Unifier

Calculating Resource Costs in Unifier

Understanding Business Processes

Understanding Workflows

Workflow Business Process

Non-Workflow Business Process

Navigating Unifier

Exploring the Home Tab

Using Tabs and Navigator

Modifying Preferences

Working with Bookmarks

Viewing Project Properties 

Business Process Basics

Using Business Processes

Workflow Business Processes

Responding to Tasks

Routing to the End Step

Non-Workflow Business Processes

Creating a Non-Workflow Business Process Record

Editing a Non-Workflow Business Process Record

Assigning Permissions to Non-Workflow Business Process Records

Using Single-Record Business Processes

Using Find in the Tasks log

Adding Line Items

Managing Line Items

Consolidating Line Items

Attaching Files to Forms

Attaching Files to Line Items

Attaching Drawing and Reference Files

Downloading File Attachments

Adding Line Items in Document Business Processes

Removing and Downloading Attachments

Adding General Comments

Copying and Consolidating General Comments

Adding Comments to Attachments

Viewing the Audit Log in Business Process Forms

Using Document Manager

Accessing Document Manager

Working with Unpublished Documents

Working with Business Processes in Document Manager

Viewing the Document Manager Audit Log

Enabling Document Manager E-mail Notifications

Creating and Managing Folders

Setting Folder Properties

Setting Folder Permissions

Viewing Documents

Working with Empty Documents

Setting Document Properties

Setting Document Permissions

Managing Documents

Checking Documents In and Out

Uploading Folders and Files

Downloading Folders and Files

Viewing Index Reports

Project Delivery Management Business Processes

Submittals Business Process

Submittal Register Business Process

Transmittals Business Process

Design Reviews Business Process

Design Change Request Business Process

Action Items Business Process

Meeting Minutes Business Process

Correspondence Business Process

Notices to Proceed Business Process

Architect's Supplemental Instructions Business Process

Architect/Engineer Daily Observations Business Process

Daily Reports Business Process

Monthly Updates Business Process

Incident Reports Business Process

Punchlist Business Process

Project Closeout Business Process

Warranties Business Process

Lessons Learned Business Process

Business Process Basics

Using Business Processes

Workflow Business Processes

Responding to Tasks

Routing to the End Step

Non-Workflow Business Processes

Project-Level Cost Controls Business Processes

Budget Approval Business Process

Budget Changes Business Process

Budget Transfers Business Process

Fund Appropriations Business Process

Estimates Business Process

Contracts Business Process

Potential Change Orders Business Process

Change Orders Business Process

Payment Applications Business Process

Purchase Orders Business Process

PO Amendments Business Process

Invoices Business Process

Journal Entries Business Process

Payments Business Process

Request for Substitution Business Process

Risks & Issues Business Process

Work Releases Business Process

Requests for Bid Business Process

Company-Level Cost Controls Business Processes

Blanket Purchase Orders Business Process

Vendor Prequal Requests Business Process

Vendors Business Process

Vendors Evaluations Business Process

Timesheets Business Process

Using Reports

Creating a User-Defined Report

Running a Report 

Reporting

Creating Tabular Reports

Creating Summary Reports

Creating Alert Reports

Creating Cross-Tab Reports

Formatting Reports

Sharing Reports

Scheduling Report Delivery

Running Reports

Dashboards

Creating Shell Dashboards

Adding Dashboard Tabs

Modifying the Tab Layout

Using Portlets

Working with Data Cubes

Creating Dashboard Drilldown