Using Change Management in Primavera Contract Management

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Information about Using Change Management in Primavera Contract Management

Published on March 17, 2016

Author: p6academy

Source: slideshare.net

1. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.1

2. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.2 FYI: New Portal with same DocID Archive 740964.1 Schedule 740966.1 Generic Advisor Webcast Note 740966.1 before now

3. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.3 Using Change Management in Primavera Contract Management Teleconference Access: US & Canada: 888-259-4812 Toll Number: 706-679-4880 Password: AdvisorPG Current Advisor Webcast Schedule and Archived Download – DOC#740966.1 Upcoming live webcasts and recent recordings: April 25, 2013: PeopleSoft Payroll for North America and Benefits Release 9.2 – Empowering Employees with Employee Self Service April 25, 2013: PeopleSoft: Your Upgrade: Preparing for Platform Changes April 25, 2013: JDE E1: Change Assistant: Overview and Benefits April 25, 2013: Database: Automation of patch conflict resolution and deployment through EM 12c April 25, 2013: EBS – MFG: ASCP-Rapid Planning Integration April 30, 2013: FM: Diagnostics Enhancements in SOA Suite 11g PS6 (11.1.1.7) April 30, 2013: Mutexes in Oracle Database April 30, 2013: Demonstration of the benefits of PeopleSoft ePerformance 9.2 April 30, 2013: Primavera: Data Integrity When Performing Imports May 1, 2013: What’s New in PeopleSoft Recruiting Solutions 9.2 May 2, 2013: Campus Solutions: Financial Aid Regulagtory 2013-2014 Release 3 (9.0 Bundle #29) May 2, 2013: PeopleTools: Search Framework Introduction and Setup May 7, 2013: Upgrading to PeopleTools 8.53 May 7, 2013: Oracle Systems: Best Practices for Migrating to Oracle Solaris 11 May 7, 2013: Proactive Capabilities in MOS for JD Edwards EnterpriseOne

4. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.4 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Safe Harbor Statement

5. <Insert Picture Here> Using Change Management in Primavera Contract Management Sunny Bains Janette Caceres Senior Technical Support Engineers

6. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.6 AGENDA  Change Management Process  Defining Reason Codes  Initiating Change Management from other Documents  Adding Change Documents / Proposals / Change Orders  Generating Change Documents from Change Management  Applying Markup  Collecting into Change Orders  Approving Change Orders  Costing  Entering Change Orders / Proposals without Using Change Management

7. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.7  Contracts and Purchase Orders often change  Change Management automates the Change Process  Change Management is a workflow process Change Management

8. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.8 Change Management is a Workflow Process

9. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.9  Create customized workflow with Change Management  Helps simplify the Change process  One location to enter all necessary information Change Management

10. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.10 Change Management Document

11. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.11 Project Settings

12. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.12 Project Settings

13. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.13 Project Settings

14. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.14 Document Setup

15. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.15 Adding a Custom Document Type

16. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.16 Adding a Custom Document Type

17. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.17 Adding a Custom Document Type

18. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.18 New Custom Document Type Added

19. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.19 Clearing Phases of Change Management

20. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.20 Calculating Net Amount of Previous Change

21. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.21 Calculating Net Amount of Previous Change If calculating based on Change date:  Date is the primary sort with the change number as a secondary sort for changes created on the same day.  Changes must be approved in sequence by date for the Net Amount of Previous Change to be calculated accurately. If calculating based on Change number:  The date of the Change documents will be ignored.  Changes must be approved in sequence by number for the Net Amount of Change to be calculated accurately. Note: Pending changes included in the calculation follow the same rules

22. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.22 Contract Management User Levels  Contract Management Administrator - Full Access Rights to all projects  Project Administrator - Full Access Rights to currently assigned projects  Regular User - Administrator defined Access Rights

23. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.23 Restricting Access to Change Management

24. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.24 Project Access Dialog Box

25. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.25 Project Access Dialog Box

26. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.26 Defining Reason Codes  Add change reasons for Change Management  Use the reasons for filtering grouping and sorting

27. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.27 Reason Codes

28. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.28 Adding and Deleting Reason Codes

29. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.29 Change Management Log Window

30. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.30 Change Management Document

31. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.31 Adding a Change Management Document  From Change Management module  From other document types: - Daily reports - Meeting minutes - Notepads - Noncompliance notices - Notices - Punch lists - Request for information RFI - Trends - Contracts

32. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.32 Initiating Change Management (CM)

33. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.33 General Tab

34. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.34 Status Tab

35. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.35 Details Tab

36. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.36 Remarks Tab

37. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.37 Budgeted Tab

38. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.38 Budgeted Tab

39. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.39 Commitments Tab

40. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.40 Documents by Phase

41. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.41 Adding Commitments

42. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.42 Adding Commitments

43. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.43 Add Multiple Estimates

44. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.44 Add Multiple Estimates Window

45. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.45 Multiple Estimates Added

46. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.46 Copy Commitments to Budgeted

47. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.47 Copy Commitments to Budgeted Window

48. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.48 Deleting Generated Proposal/Change Documents  Documents created via Change Management can not be deleted outside of Change Management  Document can not be deleted if later phases have been generated from it.

49. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.49 Deleting Change Management Document

50. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.50  Costing information assigned to generated documents  Post to any portion of the Cost Worksheet Costing Generated Documents

51. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.51 Including Changes on the Cost Worksheet

52. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.52  Proposed change orders (PCO)  Change order requests (COR)  Estimates (EST)  Request for proposal (RFP) Proposals: Seek for a bid to perform a specific activity/change Change Orders: Specify a redirection of plans or introduce new items to show approved increases/decreases Proposals & Change Orders

53. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.53 What can we do with Markup?  Have different Markup values based on total labor, material, and equipment costs  Set default values for overhead and profit, but you can also add additional Markup values for each document  Assign Markup categories using a percentage rate or a flat amount with both types  Set Markup values at the contract or purchase order level, similar to requisitions  Specify the target cost code to which you want to apply the Markup amount

54. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.54 Markup from Collected Documents

55. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.55 Cost Worksheet

56. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.56 Cost Worksheet

57. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.57 Markup for Changes

58. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.58 Markup for Changes

59. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.59 Adding a Change Order Outside of Change Management  Enable setting in Project Settings dialog box  Need to have collected at least one Change Order document

60. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.60 Document Creation Outside of CM

61. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.61 Change Order Document

62. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.62 Change Order Document

63. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.63 Change Order Document

64. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.64 Change Order Summary Tab

65. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.65 Markup for Changes

66. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.66 Collected Changes

67. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.67 Line Items Tab

68. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.68 Line Items Tab

69. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.69 Line Items Tab

70. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.70 Details Tab

71. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.71 Details Tab

72. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.72 Details Tab

73. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.73 Approval Process

74. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.74 Approval Process

75. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.75 Multiple Reviewer Process

76. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.76 Approving Change Orders

77. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.77 Getting Approved Change Order in to Requisition

78. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.78 Getting Approved Change Order in to Requisition

79. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.79 Collecting into Change Orders  Collect costs from pending Change Orders  Multiple Changes from one Contract into one Change Order

80. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.80 Line Items Tab

81. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.81 Collecting Change Orders

82. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.82 Collecting Change Orders

83. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.83  Collect from Changes option only available if created outside of Change Management  Change Order must not have been collected before  Change Order should not have status of Approved, Closed or Rejected  Status of Change Order collected in to another Change Order gets set to Closed Collecting into Change Orders

84. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.84 Are You Ready To Get Proactive? Avoid the unexpected Don’t leave value on the table Lower overall organizational costs through preventative maintenance Reduce risks and maximize uptime Achieve resolution faster Streamline and simplify your daily operations Get even more through connection Discover more about Get Proactive https://support.oracle.com/CSP/main/article?cmd=show &type=ATT&id=1385165.1:DISCOVER ACT Get Proactive Access proactive capabilities available for your products by visiting the product pages at My Oracle Support; Article ID 432.1 Contact the Get Proactive team today for help getting started get-proactive_ww@oracle.com

85. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.85

86. Copyright © 2013, Oracle and/or its affiliates. All rights reserved.86 THANK YOU

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