ORACLE PRIMAVERA

| PRIMAVERA Unifier


Rapid Project Execution

The best-in-class project lifecycle management solution for capital planning, project delivery, cost control, and facilities and real estate management.
Primavera Unifier provides governance across all project phases, from planning and building to operations and maintenance.

Determine which projects will be sanctioned and how money will be assigned

Determine which projects will be sanctioned and how money will be assigned.

The dashboard lets you quickly view the health of a project

The dashboard lets you quickly view the health of a project.

View the baseline spreads against the actuals and forecast

View the baseline spreads against the actuals and forecast.

Keep track of all required submittals and who is responsible for them

Keep track of all required submittals and who is responsible for them.

Benefits
Primavera Unifier Benefits

  • Best-in-class cost control, project delivery, and management capabilities
  • Real-time visibility across projects to make fast, accurate decisions
  • Easy monitoring, visualization, and adjustment of plans based on financial forecasts
  • Multilevel hierarchies to model programs, portfolios, facilities, and assets
  • Completely integrated and user friendly collaboration
  • Simple to deploy and use
  • World-Class Project Controls

    Automate, track, and manage budgets, commitments, spends, forecasts, and business processes within the organization and across the supply chain, including design coordination, field engineering, construction administration, and more.
    Develop multiple capital planning scenarios, include top-down and bottom-up cash flow models, and approve portfolios for execution.

    Manage projects using separate cost control processes to track every dimension of project financials and view graphical cash flows

    Manage projects using separate cost control processes to track every dimension of project financials and view graphical cash flows.

    Manage all contracts and change orders in detail to ensure payment integrity

    Manage all contracts and change orders in detail to ensure payment integrity.

    Measure project performance and progress with Earned Value Management.

    Measure project performance and progress with Earned Value Management.

    The cost sheet dashboard provides rolled-up information from all project financials with drill-down into details

    The cost sheet dashboard provides rolled-up information from all project financials with drill-down into details.

    Improve collaboration by enabling team members to respond from anywhere

    Improve collaboration by enabling team members to respond from anywhere.

    Select the right mix of projects for your plan/portfolio based on one or more criteria

    Select the right mix of projects for your plan/portfolio based on one or more criteria.

    Overview

    • Automate cost and collaborative business processes with flexible cost code structures
    • Support multiple time-phased baselines, actuals, and forecasts at summary or cost code level with advanced cash flow forecasting and earned value management
    • Maintain up-to-date logs of all RFIs, transmittals and submittals with complete visibility
    • Manage project documentation with check in/check out, revision control, online markup/ commenting, and detailed audit logs
    • Manage long term, multiyear portfolios with varying timescale granularities and project attributes across the portfolio lifecycle
    • Includes Oracle Primavera Unifier Schedule Manager, Document Manager, Phase Gates, and Alerts modules for a full project cost-control solution

    FEATURES

    Project Cost Control

    • All cost transactions leverage Primavera Unifier’s best-in-class workflow capabilities to standardize and automate across the enterprise
    • Universal linking to all other project business processes and documentation
    • Full template capabilities to support varying practices across business units, programs, or project types
    • Manage complex cost breakdown structures and business rules, with either hard-stop or advisory enforcement
    • Roll-up of all project costs within the project and across the enterprise

    Bid & Procurement Management

    • Replace manual processes with confidential, web-based access for internal and external users
    • Send bid invitations, receive and review bids, and maintain all related attachments and communications
    • Provide bidders with simple bidding forms to foster collaboration and submission of bids
    • Full vendor management, including vendor preapproval, evaluations, and detailed search capabilities
    • Automated bid tabulation for all cost and qualitative information

    Contract Management

    • Manage all contract types (lump sum, T&M, cost plus, and more) at a virtually unlimited level of detail
    • Full change management with visibility into risks, trends, and other change-initiating information such as RFIs
    • Full multicurrency capabilities with the ability to select pegged, hedged, or floating currencies at the transaction level and full roll-up to the project and organizational levels
    • Integrated with the cash flow module for contract-centric views of baselines, actuals, and forecasts
    • Attach drawings, specifications, and any other supporting documentation to contract records

    Cash Flow Management

    • Track baseline budgets, actual costs, and manage forecasts either manually or automatically
    • View cash flow data both graphically as cash flow curves and in worksheet form for ease of data entry
    • Utilize actuals from other systems (ERP or others) to automate the update of forecasts using custom curve profiles
    • Perform cash flow calculations for entire projects, individual contracts, or at cost code level
    • Linked to Primavera Unifier Capital Planning for top-down and bottom-up visibility and comparison

    Project Cost Control

    • All cost transactions leverage Primavera Unifier’s best-in-class workflow capabilities to standardize and automate across the enterprise
    • Universal linking to all other project business processes and documentation
    • Full template capabilities to support varying practices across business units, programs, or project types
    • Manage complex cost breakdown structures and business rules, with either hard-stop or advisory enforcement
    • Roll-up of all project costs within the project and across the enterprise

    Earned Value Management

    • Synchronize one or many Primavera P6 Projects and their baselines into the Unifier project Activity Sheet
    • Create resource and role rate sheets that can be assigned to projects and baselines in the Activity Sheet
    • Retrieve data from the Activity Sheet into Earned Value Management
    • Earned Value Management graphs showing PV, EV, AC and ETC
    • Earned Value Management tables that include typical indices including CPI, SPI, TCPI, CV and SV. The tables can be filtered by Project, WBS and CBS

    Schedule Management

    • Manage schedule activities with fully configurable metadata at the activity and resource level
    • Use standalone, or via import/export or integration with Primavera P6 and Microsoft Project
    • Link activities to business processes, allowing automatic creation and routing of workflow items
    • Use schedule dates to automatically drive cash flow and earned value functions

    Design Coordination

    • Automate creation of projects with routing based on project cost or other parameters
    • Maintain latest basis of design documents with revision control
    • Manage design reviews across all disciplines with rich commenting capabilities
    • Track all design sets throughout your organization’s project phase gate methodologies

    Project Collaboration

    • Maintain automated business processes and logs for meeting minutes, action items, correspondence, and more
    • Coordinate with external parties via supplemental instructions and design change requests
    • Enforce compliance to daily, weekly, and monthly reporting schedules
    • Utilize designer configuration tool to create virtually any business process form and workflow

    Construction Coordination

    • Manage notices to proceed, RFIs, submittals, and similar processes
    • Control the project closeout process with punch lists, closeout checklists, warranties, and turnover documentation
    • Maintain safety logs with incident reports that are reportable across all projects

    Phase Gate Management

    • Define organizational standard methods to manage project phase gates
    • Automatically advance projects through the phase gates using system activities as trigger elements
    • Modify the system interface automatically as gates are passed, allowing only certain items to be visible, depending on current phase
    • With permission, allow manual override of trigger items or manually advance projects

    Fund Management

    • Manage all funding sources and track consumption at all hierarchy levels
    • Multilevel allocation, appropriation, and consumption of funds in parallel to project budgets
    • Automate the entire fund management process with virtually unlimited workflow capabilities
    • Control consumption of funds manually or by fund ratio or order down to the schedule-of-value level of detail
    • All funding information across the enterprise rolls up to a single consolidated view for full fund activity visibility

    Multiscenario Planning

    • Full visibility of project attributes for prospective projects, at any level of the organization’s project hierarchy
    • Include/exclude candidate projects from plan based on criteria
    • View each scenario in an easy-to-use, editable grid format
    • Sort, filter, and group important project information to analyze and optimize each portfolio

    Flexible Timescales

    • Define different timescales for different portfolio types
    • Manage different granularities across the horizon (quarterly for first two years; yearly for next thirteen years)
    • Consolidate actuals and forecasts from projects in execution to match granularity

    Cash Flow Forecasting

    • Allows planner top-down information for prospective projects, as well as bottom-up data from project manager during execution
    • With permission, planners and project managers can see each other’s cash flow data
    • Planners can choose to maintain dynamic link to ongoing projects to see real-time roll up
    • All cash flow information rolls into subsequent (next year) portfolio plan

    Document Management

    • Full-featured document management capabilities embedded within the cost control system
    • Revision control, check in/out, commenting, and full audit logs of all activities
    • Utilize Oracle’s AutoVue for generic viewing and markup capability across hundreds of file types
    • Utilize automated project email address to send files to the system via email
    • Linked to all Primavera Unifier business processes for both sending and receiving of files, with maintained relationships to all business process records

    Dashboards & User-Defined Reports

    • Allows planner top-down information for prospective projects, as well as bottom-up data from project manager during execution
    • With permission, planners and project managers can see each other’s cash flow data
    • Planners can choose to maintain dynamic link to ongoing projects to see real-time roll up
    • All cash flow information rolls into subsequent (next year) portfolio plan

    World-Class Management & Capital Planning

    A powerful, flexible, and easy-to-use solution to automate property and facilities management.
    It handles customer-specific facilities management tasks, including service requests, preventive and corrective maintenance, inventory, inspections and facility condition assessments, and space management.

    Track various costs associated with both PM and corrective work orders.

    Track assets with maintenance and cost history.

    Use client specific workflows for service request fulfillment.

    Use client specific workflows for service request fulfillment.

    Track various costs associated with both PM and corrective work order.

    Track various costs associated with both PM and corrective work order.

    Maintain and manage your facilities portfolio with detailed tracking of all spaces and usage.

    Maintain and manage your facilities portfolio with detailed tracking of all spaces and usage.

    Setup and manage complex lease agreements for both - tenant and landlord.

    Setup and manage complex lease agreements for both - tenant and landlord.

    Consolidate all costs and payments for a lease/property.

    Consolidate all costs and payments for a lease/property.

    OVERVIEW

    • Manage preventive and corrective maintenance
    • Gain visibility into property asset condition
    • Optimize occupancy levels for effective workspace utilization
    • Track and manage payments of leased and owned properties across your real estate portfolio
    • Gain complete visibility into your organization by integrating with backend systems for inventory, financial, and HCM

    FEATURES

    Capital Project Inception to Delivery

    • Improve the planning, prioritization, and selection of capital assets.
    • Improve fund, budget, bid and contract management.
    • Critical Path Method (CPM) scheduling.
    • Manage and control resource capacity, planning, assignments, and perform analysis of project progress.
    • Manage complex cost breakdown structures and business rules, with either hard-stop or advisory enforcement.
    • Improve cash-flow management for budgeted, approved, projected, and actual costs.

    Document Management

    • Improve the planning, prioritization, and selection of capital assets.
    • Improve fund, budget, bid and contract management.
    • Critical Path Method (CPM) scheduling.
    • Manage and control resource capacity, planning, assignments, and perform analysis of project progress.
    • Manage complex cost breakdown structures and business rules, with either hard-stop or advisory enforcement.
    • Improve cash-flow management for budgeted, approved, projected, and actual costs.

    Contract Management

    • Manage all contract types (lump sum, T&M, cost plus, and more) at a virtually unlimited level of detail
    • Full change management with visibility into risks, trends, and other change-initiating information such as RFIs
    • Full multicurrency capabilities with the ability to select pegged, hedged, or floating currencies at the transaction level and full roll-up to the project and organizational levels
    • Integrated with the cash flow module for contract-centric views of baselines, actuals, and forecasts
    • Attach drawings, specifications, and any other supporting documentation to contract records

    Maintenance Management

    • Perform corrective, predictive, and preventive maintenance with automated configurability for certain conditions.
    • Portal access for raising service and move, allocation, and change requests supporting mobility.
    • Give users the ability to manage changes with mobile devices.
    • Manage material and parts inventory, material orders and receipts, material moves, and material adjustments.
    • Accurately calculate costs for maintenance-related and facility management expenditures for a single property or across the entire portfolio.

    Space Management

    • Create, classify, and organize building floors and spaces by type, including usable spaces, common spaces, vertical penetrations, gross exterior measured areas, or any other customer-specific space classification.
    • Track space standard compliances, room availability, and occupancy rates in a single building, property, region, or across the entire portfolio.
    • Simplify employee and asset changes by leveraging flexible workflow with task assignments, due dates, and space/room selection.

    Lease Management

    • Manage tenant and landlord leases with configurable lease management capabilities.
    • Automate payment requests and tracking of costs and expenses and associated lease payments with designated cost codes.
    • Track lease payment terms, contacts, key dates, clauses, tenant improvement allowances, and security deposits.

    Transaction Management

    • Initiate and track strategic transactions, such as site/property acquisitions, dispositions, lease initiations, and renewals, subleasing, and terminations.
    • Automate scope, task, and deadline management using business process workflows.
    • Perform complex transactions to handle scope, schedules, costs, documents, and related due diligence processes.

    Dashboards & reporting

    • Gain visibility of real-time project information on a universal project landing page with fully configurable dashboards.
    • Gain visibility into all real estate information across the entire portfolio with drill-down capabilities.
    • Track performance against business objectives.
    • View, compare, and report information for a single property or your entire real estate portfolio—in real time.
    • Export reports to spreadsheets and PDFs and schedule automated delivery of reports.