Oracle Primavera Contract Management, Business Intelligence Publisher Edition v14

Table of Contents

• Preface

• Chapter 1: Welcome to Oracle Primavera Contract Management v14
• Contracts
• The contract in simplified terms
• Oracle Primavera Contract Management in a nutshell
• Don't be afraid
• Summary

• Chapter 2: Information Overload
• Types of project information
• Where does all this information come from
• Using a hierarchical structure
• Storage of information
• Summary

• Chapter 3: So Much to Manage
• Types of information
• Information sent or received
• Information sent
• Information received
• Module Types
• Requests
• Notices
• Noncompliance Notice
• Proposals
• Changes
• Summary

• Chapter 4: The Almighty Spreadsheet
• Overusage of the spreadsheet
• Accountability
• My spreadsheet
• Spreadsheet = silo
• Summary

• Chapter 5: There Is a Better Way
• What to use
• Accessibility
• Security
• Integration
• Capabilities
• Configuration and customization
• Output
• Forms
• Reports
• Letters
• Dunning Letters
• There are options
• Summary

• Chapter 6: The Big Picture
• Thirty-thousand foot view
• The money
• A matter of perspective
• Understanding the hierarchy
• Project hierarchy
• The cost hierarchy
• Summary

• Chapter 7: System versus Silo
• Typical silo approach
• What's wrong with this approach
• The system approach
• Summary

• Chapter 8: Follow the Money
• It starts with the Cost Worksheet
• Contracts
• Actuals
• Procurement
• Variances
• Miscellaneous
• Drilling down to the detail
• Summary

• Chapter 9: The Only Constant Is Change
• Understanding the process
• What happens on the Cost Worksheet?
• Example of a Change Management matrix
• Budget Contract Estimated Phase
• Document Type
• To and From
• Cost Worksheet
• Commitment Contract(s) Estimated Phase
• Document Type
• To and From
• Cost Worksheet
• Commitment Contract(s) Quoted Phase
• Document Type
• To and From
• Cost Worksheet
• Budget Contract Quoted Phase
• Document Type
• To and From
• Cost Worksheet
• The Negotiated Phase
• Budget Contract Negotiated Phase
• Commitment Contract Negotiated Phase
• The Final Phase
• Budget Contract Final Phase
• Commitment Contract Final Phase
• Budget Contract Beyond Final Phase
• Document Type
• To and From
• Cost Worksheet
• Commitment Contract Beyond Final Phase
• Document Type
• To and From
• Cost Worksheet
• Following a change
• Issues
• Initiating the change

• Rejecting a change
• Types of changes
• Summary

• Chapter 10: Time to Get Paid
• Cost Worksheet and payments
• Difference between Payment Requisitions and Invoices
• Setting up the Payment Certificates module
• Cost options
• Project Settings
• Cost Settings (Contract level)
• Creating the Payment Requisition template
• Adjusting and adding Pay Items
• Processing payments
• Invoices
• Summary

• Chapter 11: Reading your Crystal Ball
• How is this possible
• Forecasting
• Trends
• Summary

• Chapter 12: Managing Drawings
• What are drawings
• Adding drawings to my project
• One by one
• Import
• Third-party import tools
• Managing drawings
• Revising drawings
• Distributing drawings
• Summary

• Chapter 13: Processing Submittals
• Submittal overview
• Concepts for submittal management
• Multiple reviewers
• The submittal register
• Submittal setup
• Submittal packages
• Group by specification section
• Group by vendor
• Managing submittals
• Transmittals
• Summary

• Chapter 14: Out in the Field
• Request for Information
• Meeting Minutes
• Daily Reports
• Punch List
• Summary

• Chapter 15: P6 and PCM
• Connecting the tools
• P6 connected to PCM
• All modules
• Daily reports
• Submittals
• Payment requisitions
• PCM connected to P6
• Schedule information
• Update cost information
• Dictionary information
• Summary

• Chapter 16: Where Do We Go from Here?
• One man's opinion
• The next step
• No one likes change
• Proper implementation
• Proper training
• Mentoring
• Summary

• Chapter 17: The New Contract Management Tool
• History
• What does this mean?
• What does Unifier do for you?
• Summary

• Index