Data flow between P6 & CM (Save Time and Effort Utilizing the Primavera PCM - P6 System Integration)

Peter T. VanSickler Alutiiq, LLC An ANC (8a) Alaskan Native Corporation, located in Anchorage Alaska. The company has 8 divisions with the Construction Division utilizing the Oracle Primavera Contract Management and P6 Systems. Introduction With the current corporate environment of Doing More with Less mind-set, a company can
save time and effort utilizing the Oracle-Primavera provided integration package for both Oracle Primavera Contract Management and P6. I will be discussing the integration and one way of taking advantage of the integration solution, provided as part of the software systems, to update a Project Schedule through data entry in the Daily Report and then from the updated Project Schedule, creating a Payment Requisition for a Client or Subcontractor based on schedule activitys percent complete to determine the billable amount for the particular Schedule of Value in the Payment Requisition.

Ease of integrating P6 and Contract Management with very little effort By configuring the two system to point at each other,
utilizing the systems Primavera Administrator; the key piece is completed. Once a Project is created in the PCM System and the P6 System, the two projects need to be linked and data items to flow between the systems need to be selected. After the linking of the two projects and selecting the data items, the systems are integrated and ready for use. The P6 system PULLS the data from PCM system and the PCM system PULLS the data from the P6 system. Reference: Master Note for Integrating Contract Management with P6 [ID 914068.1]

Demonstration of the CM Daily Report data to update an P6 Activity Status When an

employee is creating a Daily Report Document within the project, there is the Schedule tab in which provides the employee the opportunity to Get Activities from the P6 Project Schedule that will Start, Finish or are In-Progress on the day of the Daily Report date. Once the Schedule activities are pulled into the document, the activitys status can be updated. In addition, Schedule items that were started early can be added to the daily report using the Add selection and a P6 Activity item can be added and then statused. With the schedule activities updated, the information is ready to be imported (pulled) into the P6 schedule.

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When the scheduling person that is updating the project schedule is ready, the updated information can be imported into the schedule. Prior to the actual data being updated in the system, an import log is created documenting which schedule activities have updates, which can be saved and reviewed. This step provides a log of the update. The updates can be cancelled or committed to the schedule and modified, if needed. Using the PCM Daily Report Activities and P6 Schedule integration, effort is saved by the person creating the Daily Report because they are not required to enter the activities worked, just update the activities for that document period and pull in the other activities that were started early. The Schedule is updated by using the data entered as part of the Daily Report, thus saving effort by the Project Scheduler of going through activity by activity and updating each, just reviewing the updated status provided and modifying if needed.

Demonstration of the P6 Schedule Percent Complete data to update a Payment Requisition Schedule of Value Item When an employee is creating the Payment Requisition for the client or a
subcontractor in the project, the schedule of value can be linked to that actual Project schedule activity in the P6 system. This way, the billing is based on the actual percent complete from the project schedule.

The initial Payment Requisition requires the Schedule of Values to be linked and all subsequent requisitions will have the link automatically associated with the SOVs. When the P6 schedule activities have been updated and has been approved for use in the Payment Requisition, activity percent complete is then pulled into the payment requisition for review and modification, if needed. This pull of the Schedule Percent Complete can be done when the subsequent requisition is generated or during the requisition process by utilizing the Get Percent Complete function within the Payment Requisition Document in the Schedule of Values section under the

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More Commands. Each of the Schedule of Values is then updated with the percent complete and the billable amount is calculated to complete the Payment Requisition. Using the P6 Schedule Activity percent complete and the PCM Payment Requisition Schedule of Values integration, effort is saved by the person creating the Payment Requisition because they are not required to enter the individual billing amount for each Schedule of Value, just pull in the Schedule of Value activity percent complete, the system calculates each value, totals it and it is ready for review and modifications as needed. Since the schedule data is utilized for the calculation of the billing values, effort is saved by the Project Administrator or Manager of going through Schedule of Value line item by line updating each, just reviewing the calculated values provided and modifying if needed

ConclusionTo save time, effort and data errors, it would be beneficial to a company to utilize the Oracle
Primavera Contract Management P6 integration system provided with each system. It requires a few simple steps to create links between the systems and projects and provides huge benefits. Time and effort is saved in just utilizing the project daily report activities updates to update the project schedule along with the updated schedule to update and calculate the payment requisition schedules of values. There are many other benefits provided with the PCM P6 integration not covered here which are documented on the Oracle My Support website in the knowledge base.

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