Primavera Unifier v9.14 / 2014 EPPM Day
Hands – On Session Exercise Document
This exercise document is a basic Unifier intro. document, for those people, who would like to gain the first impression around Primavera’s Unifier Tool. Please do get back to [email protected], in case you’d like to deepen your Unifier knowledge or attend an official “Oracle University” driven Unifier training.
Objective of the Unifier Exercise:
To navigate to your “Test User Project2 within Unifier within the “All Projects” Tab,
To view the Cost Sheet of your Test Project,
To create & route a “Business Process” Record,
To view the Project Schedule Sheet,
To view the Project Cash Flow
1-)Log in to Primavera Unifier Exercise
Section 1: Purpose
This exercise takes you through the process of logging in to Primavera Unifier v9.14. This exercise assumes that you have Internet Explorer v7.0 (or later) installed, that you have completed the First Time User Setup Guide, have access to the Oracle network and have received a user id and password.
Section 2: Log in to Primavera Unifier
Section 3: Navigate to Your Project
Once you log in to the system, you ll land to a location as shown below, where you ll see a Tab in the upper menu called “All Projects”.
Select your project and double click the project you want to open. Note that in the above screenshot you see an example Test User Project called “Test User 12”, you would be expected to see only one Project which is associated to your username Test
User XX.
Section 4: Set a Bookmark
2-)Loading Files to Document Manager Exercise
Section 1: Purpose
This exercise takes you through the process of loading files to Document Manager. In later exercises, we will attach the uploaded files to business process records. This exercise assumes that you are logged in as a user with permissions to upload files.
Section 2: Uploading Files to Document Manager
Navigate to Document Manager > Documents > Project Documents > General Project Information. We will upload a document to this folder in DM. If you choose to navigate to a different folder, please make note of the folder as we will be attaching the file loaded here to a business process record in later exercises.
Click the Upload button.
Browse and find the desired file on your computer to upload.
Please do upload any type of document from within your local computer, whatever you have.
As per above, please note that there is a very strong permission control within the document management system.
3-)Viewing Cost Sheets
Section 1: Purpose
This exercise takes you through the process of viewing the project and company cost sheet. At this point, there is no cost data in your project cost sheet and there may not be any data in the company cost sheet. In later exercises we will route a business process record to add data to the project cost sheet, which will automatically roll up to the company cost sheet. This exercise assumes that you are logged in as a user with permissions to view the cost sheets.
Section 2: Viewing the Project Cost Sheet
Within your project navigate to Cost Manager > Cost Sheet. If desired, set a bookmark here.
Highlight the Project Cost Sheet and click the Open button (or double-click on the Project Cost Sheet).
Notice that there are some pre-defined columns in the cost sheet In a later exercise, we will route a Budget Approval record through its workflow to assign budget to the project, against the cost codes shown below.
Section 3: Viewing the Column Definitions
Click the Original Budget column. Note that the definition of the column opens in a view window,
The column above is defined to show a value against every cost code used in a Budget Approval record, when the record reaches the status of Approved. Project Cost sheet in Unifier is a “BP” process driven sheet where the real time transactions become visible as time goes by and as the Cost Type Business Process become “approved”.
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4-)Creating and Routing a Business Process Record
Section 1: Purpose
This exercise takes you through the process of creating a Budget Approval record. This business process is used to add the initial budget into a project. This exercise assumes that you are logged in as a user with permissions to create and route the record.
Section 2: Navigating to the Budget Approval Log
Navigate to your project by using your bookmark or by clicking the All Projects tab. In the View dropdown menu, ensure Projects is selected.
From your project, navigate to and expand the Cost Controls folder. Highlight the Budget Approval node.
Note that there no Budget Approval records have been created.
Section 3: Creating a Budget Approval Record
Click New to create a new record. The Budget Approval form will open.
Complete the form using the table below:
Field Name Value Notes
Title Initial Budget for Project
Due Date Accept Default Value
Contract Reference Leave blank
Description Sets initial project budget
Notice the Amount field is currently at 0.00 as we have not added a line item detail yet. Click the Restore button to return the upper form to its normal size.
Section 4: Attaching a Document to the BP Record
Navigate to the folder to which you uploaded the document in the earlier exercise. Select the document you uploaded and click OK.
Notice that the Attachments counter is now incremented to 1.
Section 5: Adding Line Item Detail to the Budget Approval
Record
Complete the detail form as shown below:
Click OK and repeat the step above, completing the detail form as shown:
Notice that the total of the line items is 1,500,000.00. That value is shown below the line items and on the upper form of the Budget Approval record.
Section 6: Routing the Budget Approval Record
Select “Send for Approval” from the Workflow Actions.
Now that you have chosen the path through the workflow, Primavera Unifier can allow you to select the Approver from the assignees specified in the Approval step. To do so, select a recipient in the To field (select yourself).
Note that your name now appears in the To field.
Click the Send button to move the record to the Approval step in the workflow.
Make note of the record number assigned to the Budget Approval record. Your record number may be different than that shown below.
Section 7: Continue Routing the Budget Approval Record
Because you sent the record to yourself, it is now a task in your Task log. Navigate to the Task log as shown:
Notice that there are now three choices in the Workflow Actions pulldown.
Compare the three choices to the workflow below.
What step in the workflow are you at? ______________________________________ Why are there three choices available to you? ________________________________
Notice that the To field is disabled, as the record is now going to the End step.
Click the Send button. Navigate back to the Budget Approval log and notice that there is now one record there, in Approved status.
Section 8: Review the Project Document Manager
Because we now have a document in DM attached to a BP Record, DM considers them linked. Open Document Manager and navigate to the folder which holds the document you just attached to the Budget Approval record.
Notice the paper-clip icon next to the document. This indicates it is attached to one or more BP records.
Notice that the document shows the record number of your Budget Approval record.
Close the View Linked records window.
Section 9: Review the Project and Company Cost Sheets
Because we now have a Budget Approval record in Approved status, we should see cost data in the Project and Company Cost Sheets.
Notice the values in the cost code rows correspond to the codes and values you selected, and the summary rows and total row at the bottom of the cost sheet:
Click the Close Window button to close the Cell Details window. Click OK to close the cost sheet.
Review the Company Cost Sheet using the screen shots below:
Notice the row that corresponds to your Project now has a value in it equal to the Approved Budget record value.
5-)View the Project Schedule Exercise
Section 1: Purpose
This exercise takes you through the process of viewing the project schedule. It assumes you are logged in as a user with permissions to do so.
Section 2: View the Project Schedule
You may navigate to your project using the bookmark or by clicking the All Projects tab and following the instructions below.
In the View dropdown menu, ensure Projects is selected.
Select your project and click the Open button (or double-click the project). Note that you may see multiple projects here, so please ensure you select the project with your student number in it.
Review the Schedule Sheet:
6-)View the Project Cash Flow Exercise
Section 1: Purpose
This exercise takes you through the process of viewing the project cash flow curves. It assumes you are logged in as a user with permissions to do so.
Section 2: View the Project Cash Flow Curves
You may navigate to your project using the bookmark or by clicking the All Projects tab and following the instructions below.
In the View dropdown menu, ensure Projects is selected.
Select your project and click the Open button (or double-click the project). Note that you may see multiple projects here, so please ensure you select the project with your student number in it.
Once you have navigated to your project > Cost Manager > Cash Flow, note that there are two predefined families of curves:
Project Cash Flow – Capital Planning: This family of curves contains cash flow data from Portfolio Manager, such as projected budget data.
Wait until the Last Saved value changes from “In progress” to a date.
Open the Project Cash Flow – Cost Controls cash flow.
Notice that there is another curve defined (Actuals). As cost data is entered into business processes, and as those BPs are routed to Approval, the cash flow curves will update.
Hope you have enjoyed the session. Selcuk Gulderen
