Construction CPM Conference

CONSTRUCTION CPM CONFERENCE
January 21-24, 2014

Walt Disney World - Florida
THU33 – Primavera Contract Management Lives!!
Don McNatty, PSP, F AACI
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25+ years Primavera experience
January 2014 Construction CPM Conference – Walt Disney World
•  Oracle Primavera Software

•  Oracle Primavera Certified Training &
Implementation Specializations
•  Project Support Services – administrators,
schedulers, estimators
•  Global, dedicated environment, hosting services

  Primavera OPPM, P6 EPPM, P6 Pro, Primavera Unifier, Contract Management, BI
Publisher, UCM/Sharepoint, P6 Risk, AutoVue and Analytics
  Hard Dollar, Acumen Fuse, Ecosys, Prism G2, US Cost, Microsoft Dynamics…
  Global Data Centers in USA, London, Singapore and Brisbane
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Contract Management Lives!
•  Primavera Contract Management

–  13.1 (Infomaker/Oracle-MSSQL)
–  14 (BI Publisher/Oracle-MSSQL)
•  Deployment Challenges
•  Deployment Solutions
•  Extending the life of PCM
•  Using PCM on tablets
•  Questions
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Oracle Primavera Contract Management
•  Formerly called “Expedi1on”

•  Browser based mul1-‐user database
–  Document Control
–  Contract Management
–  Change Control
–  Cost Control
•  Built-‐in integra1on between modules
•  Basic integra1on with P6 schedules
•  Version 14 provides
–  Oracle Business Intelligence Publisher
–  Web services API
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Contract Management 13.1
•  Last version of Infomaker based tool

•  Infomaker updated from 10.5 to 12
•  Still 32 bit, does not support 64 bit
•  Can only be purchased to add additional
licenses to existing 13 deployments
•  Adds web services licenses for remote
access
•  Allows using custom applications to interface
with team members.
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Contract Management 13.1
•  Screens and menus unchanged from 13.0

•  Still supports Jboss and JackRabbit
•  Can do versioning using JackRabbit (does not
require UCM or Sharepoint for versioning)
•  Relatively easy, two server deployment
•  Could run stand alone if needed
•  If you have “legacy licenses” (concurrent), this
is the last release supported
•  Legacy licenses must “migrate” to Application
(Named) User licenses for Version 14.
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Contract Management 14
•  Only version available for new purchases

•  Redesigned interface to match P6 8.1
•  Infomaker replaced by BI Publisher for
better reports and graphics
•  BI Publisher is invisible to most users.
•  No longer available for stand-alone
operation
•  No requirement for MS Word or Excel (uses
BI Publisher to create rtf/csv files)
•  No Jackrabbit repository
•  Need Sharepoint or UCM to do versioning.
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Contract Management 14
•  Web services support

•  Allows using custom applications to interface
with team members.
•  Different deployment than 13.x
•  Weblogic is more complex than Jboss.
•  BI Publisher requires it’s own server and specific
Oracle components.
•  Must have UCM or Sharepoint to do versioning.
•  Supports 64 bit Unix/Linux and 32 bit Windows.
•  Oracle recommends hosting for small to medium
deployments.
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Deployment Options
13.1 14
Web Users Web Users
Web Server Web Server

(Jboss) (WebLogic)
(Optional)
(Optional)
Database Server +
Repository
Infomaker + Database BI Publisher Repository
(UCM/Sharepoint)
Content Repository Server Server (UCM/Sharepoint)
(Jack Rabbit)
Tier 1 Hos1ng (1-‐10 users) $750/Mo. Tier 1 Hos1ng (1-‐10 users) $1,250/Mo.
Add $500/mo for UCM/Sharepoint Add $500/mo for UCM/Sharepoint
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Observations
•  14 can be slower than 13.x and more dependent

on local hardware capability
•  14 exports Logs to XLS through menu command
(supports Open Office and Office)
•  Screens are crisper and in line with P6
•  Different parts work better with Firefox, other parts
with IE8, Java issues can be common
•  All forms and reports seemed to work fine – BI is
invisible to users
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Purchase, Update or Migrate?
•  If you are purchasing new, 14 is only option

•  Any version of 10, 11, 12, 13 that has current
maintenance can “upgrade” to 13.1.
–  New 13.1 licenses are only available to existing
deployments/users.
–  Sybase must be migrated to Oracle or MS-SQL.
•  If you have current maintenance under an Oracle
license (you purchased Contract Management after
the merger) – you may be able to “upgrade” to 14
at little or no cost.
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Purchase, Update or Migrate?
•  If you have a “legacy license” (purchased contract

Management before merger – concurrent licenses)
– you can “upgrade” to 13.1 or “migrate” to 14
–  Migrations may result in additional cost for software or
maintenance – each case must be submitted to Oracle
for pricing
–  Current ratio on migrations is up to 2 Application Users
(Named) for each concurrent license but no increase in
annual maintenance charge.
–  You add users to 13.1 or 14 through custom interfaces
with web services licenses – 25% of the cost of a full
license.
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Deployment Challenges
•  Java versions on local clients – most common support

call for our hosted clients.
•  “Version control” is an image of the default form.
•  “Version control” does not print an audit trail.
•  PCM input forms are not customizable.
•  PCM security does not support field level seangs.
•  PCM can be cumbersome to use on a tablet.
•  PCM has limited built in workflow based review/
approval processes.
•  Oracle future development is focused on Unifier.
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Deployment Solu2ons
•  API or web services will allow custom

interfaces (screens) to access PCM database
while preserving built in rules
–  Allows you to create role based interfaces.
–  Use programming to support “intelligent” fields.
–  Control what data people have access to.
–  Insure security and confiden1ality of data.
–  Web service licenses cost 25% of full PCM licenses
–  Expand PCM func1onality and increase the life of
your PCM with web services.
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Web Service Solu2ons
•  San Diego Gas & Electric (Sunrise Powerlink)

  Needed to support remote entry of Daily
Construc1on and Environmental Reports with
over one hundred custom fields, aligned with the
P6 schedule, closed and reported to management
by 10AM following day for 200+ users.
•  Los Angeles Metro Rail ($40B Measure R)
  Need to facilitate contractor document submigal
in a support free environment while insuring the
security of the PCM database, suppor1ng
intelligent custom fields for 200+ remote users.
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San Diego Gas & Electric
•  MLM Project Services Inc. is a wholly owned

subsidiary of DRMcNagy & Associates.
•  MLM developed it’s Contract Management Interface
(CMI) 5+ years ago to resolve issues related to PCM
security when allowing contractors direct access to
input documents.
•  CMI is easily customizable to meet organiza1on or
program specific requirements.
•  SDG&E’s CMI supports RFI’s, Submigals, Transmigals
and two types of Daily Reports.
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Construc2on Engineering Inspector
•  Inspectors of different disciplines submit daily

reports into PCM.
•  Custom fields, links to P6 and role based screens
configured to include ONLY data they use.
•  Reports are submiged electronically on a daily basis,
reviewed by discipline leads, and results reported to
management by 10AM the following day.
•  Supports three levels of review and approval.
•  Inspectors never work inside Contract Management.
•  Regulatory reports produced directly from PCM.
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Schedule Status
•  Input includes link to P6 schedule ac1vi1es

–  Using P6 Codes, inspector uses dropdown to select ac1vity.
–  P6 Steps displayed, inspector simply checks completed.
•  Once approved by leads, schedulers update P6 to
provide daily status
–  Inspectors status ac1vi1es with no P6 knowledge.
–  Schedulers provide an extra level of accuracy to cross-‐check
what inspectors were repor1ng.
–  Daily schedule updates are based on actual field input
coordinated with the P6 schedule.
–  Schedule update is manual but could be automated.
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Timeline for Report Processing
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General Informa2on
•  PCM 12 style

screens carried
over to CMI
•  Custom fields
and labels
placed where
logical
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Separate Screens for
Environmental Monitors
1.  Environmental Monitors submit reports DAILY with information on all mitigation measures
that are reportable to CPUC.
2.  Reports are reviewed and approved DAILY.
3.  Weekly, this information is submitted to CPUC from these reports.
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Schedule Updates
•  Tracks mul1ple ac1vi1es in one report
•  This screen
finds the
correct ac1vity
and then lists
the “Steps”.
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Contract Management Interface
•  Custom screens were created to simplify the

data entry, focused on areas the inspectors
need to fill in
•  All key areas of input (Labor, Equipment,
Visitors, Schedule) are 1ed to the P6 ac1vity
dropdowns—allowing inspectors to iden1fy BY
LOCATION where work was performed
•  Scheduler received a printed daily report by
ac1vity but upda1ng could have been
automated
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Summary Repor2ng
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Results Summary
•  Approximately 250 monitors/inspectors in field.

•  Approximately 90 daily reports submiged EVERY DAY
–  500+ daily reports submiged PER WEEK.
•  Es1mated 1me to complete each daily report by
monitor/inspector—15-‐20 minutes
–  Old way, another 20-‐30 minutes per report for data entry.
–  Old way cost $15k to $25k per week.
–  New way costs $10k to $15k per week .
–  Savings = $5k to $10k per week = up to $500,000 per year.
–  BONUS: Reports to CPUC are automated and available 2-‐3
days earlier.
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Key Success Factors
•  Screens kept simple and focused on end-‐user data

entry requirements
•  Wherever possible, dropdown lists were used
•  Automated Email No1fica1on helped speed the
approval step
•  Custom repor1ng simplified the status, repor1ng and
schedule update process
•  Link to P6 with ac1vi1es and P6 codes streamlined
the schedule upda1ng process
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Benefits
•  Provides rapid response to issues that might arise,

either from a construc1on perspec1ve OR from an
environmental perspec1ve—either of which could
impact work progress
•  Provides ability to update P6 Schedule DAILY with
accurate progress. Inspectors are not required to
understand the complexi1es of the P6 schedule, but
input based on common-‐knowledge pick lists
•  Weekly reports to Agencies can be accomplished on
1me with minimal administra1ve efforts
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Los Angeles Metro Rail
•  Measure R -‐ a $40B transporta1on program

•  Largest concerns:
  PCM security when allowing contractors direct access.
  License costs to support 100’s of external users.
  Cost of IT support to external users.
•  CMI is easily customizable to meet organiza1on or
program specific requirements. LA Metro includes:
  RFI’s, Requests for Change, Submigals, Cost Proposals,
General Correspondence.
  In process of adding an internal Change Management
module.
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Simple Logon. No
Java required.
Application Menu
includes real time
status reports and
online User Guide.
Status reports can be

output to PDF, Excel,
CSV and RTF for
contractor use.
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Online Users Guide with graphic examples and instructions
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Up to 5 attachments
are posted into
SharePoint
Repository.
Multiple attachments
can be put into Zip
files.
Large files (due to

PCM limitation) can be
directly uploaded to
SharePoint and then
attached as a URL.
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Key Success Factors
•  Simple, organiza1on standard screens similar to PCM.

•  Ease of data entry through “intelligent” fields.
•  Heavy use of default values and dropdown lists.
•  Automated Email No1fica1ons to contractors and
administrators.
•  “Clock” starts as soon as the “Submit” bugon is clicked.
•  Contractors s1ll use their internal project
administra1on tools and then submit their document
in a pdf using CMI screens. Copy/paste simplifies data
input to CMI.
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Benefits
•  Preserved security of PCM database by keeping the

contractors in their own separate interface.
•  Reduced internal costs through tasking the
document creator with doing the data entry to PCM.
•  Reduced costs because CMI users only need a web
service license at 25% the cost of a full license.
•  The “real 1me” status reports reduce requests to
Metro admin’s to provide reports to contractors.
•  Runs in most any environment including PC’s, Mac’s.
iPads, Androids & Surface Pro. No Java required.
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Web service apps can run on iPad
•  iPad browser (Safari) or SkyFire

•  Web access through 3G or WiFi
•  Fully functional except for attachments
–  iPad OS (iOS) does not support file attachments
–  Attachments would be emailed to an admin
•  Cost effective mobile solution
–  RFI’s, Submittals, Proposals, Daily Reports
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Contract Management Interface
•  Uses iPad browser (not an app)
•  Modules can be customized
•  Screens auto-‐fill most fields
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Remote Daily Reports
•  Uses iPad or external keyboard

•  Same tabs as CM 13/14
•  Custom fields can be put on any tab
•  Use Copy/Paste to add text
•  Spell check bugon

•  Look ups direct to CM13/14
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Summary
•  CM 14 is the future, CM 13 “sunsets” in 2015.

•  CM 13 licenses are “perpetual” and can be used as
long as needed.
•  Web services are a relatively inexpensive way to
customize and extend the functionality and life of
Primavera Contract Management.
–  Additional costs are monthly hosting & custom
programming (if needed).
–  Offset by reduced license and implementation costs
compared to alternatives.
–  Offset by reduced costs for data entry, external IT
support and data security exposure.
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Final Comment
“Your project stakeholders want role based,

easy to use interfaces to participate in the
project management and control
environments.
Project Controls teams need to be prepared to
manage the “complexity behind the simplicity”
Thank you
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UPCOMING EVENTS
The DRM/MLM
team is
participating in
these
upcoming
events.
Hope to see
you there!
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Get updates on the latest news,

events and upcoming webinars.
Sign up for our newsletter or get a final copy of the slides used in
this presentation on our website www.drmcnatty.com
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Construction CPM Conference - Primavera Contract Management Lives

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January 21-24, 2014

THU33 – Primavera Contract Management Lives!!

Don McNatty, PSP, F AACI

• Oracle Primavera Software

• Global, dedicated environment, hosting services

• Primavera Contract Management

• Formerly called “Expedi1on”

• Last version of Infomaker based tool

• Screens and menus unchanged from 13.0

• Only version available for new purchases

• Web services support

Web Server Web Server

• 14 can be slower than 13.x and more dependent

• If you are purchasing new, 14 is only option

• If you have a “legacy license” (purchased contract

• Java versions on local clients – most common support

• API or web services will allow custom

• San Diego Gas & Electric (Sunrise Powerlink)

• MLM Project Services Inc. is a wholly owned

• Inspectors of diﬀerent disciplines submit daily

• Input includes link to P6 schedule ac1vi1es

• PCM 12 style

• Tracks mul1ple ac1vi1es in one report

• Custom screens were created to simplify the

• Approximately 250 monitors/inspectors in ﬁeld.

• Screens kept simple and focused on end-­‐user data

• Provides rapid response to issues that might arise,

• Measure R -­‐ a $40B transporta1on program

Status reports can be

Online Users Guide with graphic examples and instructions

Large files (due to

• Simple, organiza1on standard screens similar to PCM.

• Preserved security of PCM database by keeping the

• iPad browser (Safari) or SkyFire

• Uses iPad browser (not an app)

• Modules can be customized

• Screens auto-­‐ﬁll most ﬁelds

• Uses iPad or external keyboard

• Spell check bugon

• CM 14 is the future, CM 13 “sunsets” in 2015.

“Your project stakeholders want role based,

Get updates on the latest news,

Vous aimerez peut-être aussi

•  Oracle Primavera Software

•  Global, dedicated environment, hosting services

•  Primavera Contract Management

•  Formerly called “Expedi1on”

•  Last version of Infomaker based tool

•  Screens and menus unchanged from 13.0

•  Only version available for new purchases

•  Web services support

•  14 can be slower than 13.x and more dependent

•  If you are purchasing new, 14 is only option

•  If you have a “legacy license” (purchased contract

•  Java versions on local clients – most common support

•  API or web services will allow custom

•  San Diego Gas & Electric (Sunrise Powerlink)

•  MLM Project Services Inc. is a wholly owned

•  Inspectors of diﬀerent disciplines submit daily

•  Input includes link to P6 schedule ac1vi1es

•  PCM 12 style

•  Tracks mul1ple ac1vi1es in one report

•  Custom screens were created to simplify the

•  Approximately 250 monitors/inspectors in ﬁeld.

•  Screens kept simple and focused on end-‐user data

•  Provides rapid response to issues that might arise,

•  Measure R -‐ a $40B transporta1on program

•  Simple, organiza1on standard screens similar to PCM.

•  Preserved security of PCM database by keeping the

•  iPad browser (Safari) or SkyFire

•  Uses iPad browser (not an app)

•  Modules can be customized

•  Screens auto-‐ﬁll most ﬁelds

•  Uses iPad or external keyboard

•  Spell check bugon

•  CM 14 is the future, CM 13 “sunsets” in 2015.