For many years people been kept quite busy making work-arounds to circumvent the shortcomings of Primavera Contract Management. This includes modifications to the database, editing EAR files, and building a plethora of add-on tools. In this talk we will discuss and review these modifications and explain why each exist and which business need has driven them. Then we will demonstrate how these same issues are addressed in Unifier and show how compelling the case is for migration. Referenced: www.p6academy.com Source: http://coll15.mapyourshow.com

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REMINDER
Check in on the COLLABORATE
mobile app
How Unifier Affects PCM
Customization
Prepared by:
Daniel Williams
Director of Integration and Development
Calance
What we have been forced to do in
the past, and what we will need to do
in the future
Session ID#: 200150
@dlwiii

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Outline:
● The Two Products
● Business Needs
○ Cost Worksheet
○ Payment Requests
○ Master Contracts
● Unifier Customization
Configuration
Overview

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PCM and Unifier
PCM
■ Grew up from DOS
■ Designed around GCs
■ Focused on Construction
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Unifier
■ Always web-based
■ Used in many industries
■ Flexible, not focused
▪ Pre-configured product
— Project Cost Controls
— Project Delivery Management
— Capital Planning
While Unifier has been criticized for its flexibility, Oracle has created out of the
box sets of processes for specific use cases, and is working to create more as
needed.

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The Business - what do you do?
■ Project-based
■ Capital Projects
▪ Commercial eg restaurants
▪ Residential eg apartments, houses
▪ Industrial eg hospitals, schools, pipelines
▪ Transportation eg rail lines, roads
■ Who are you?
▪ Owner - school district, developer, hospital
▪ Construction Management Firm
▪ General Contractor
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■ Scope - what will you do?
■ Schedule - when will it be done?
■ Cost
▪ Where does the money come from?
▪ How is it spent?
▪ Do we need more?
▪ Will we make a profit or a loss?
The Business - what matters to you?
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Budget How much will this will cost?
Funding Where will our money come from?
Commitments What are we purchasing?
Actual Cost What did we spend?
Before: Will we have enough money to do this project?
During: Do we have enough money to finish this project?
After: Have we spent the “right” amount?
The Colors of Money
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Colors of Money - Budgets
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PCM
■ Budget Contracts behave similarly to all other
contract types
■ Change Management does not allow different
workflows for different Change types
■ Time component / cash flow does not exist
▪ Need workarounds such a one line per year, different budget
contracts

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Colors of Money - Budgets
Unifier (Project Cost Controls)
■ Budget Changes and Transfers are distinct
▪ Workflows for each can be modified as needed
■ Linked to Fund Appropriations
■ Cash flow built into Capital Planning
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Colors of Money - Funding
PCM
■ Virtually identical to Budget or Contract
■ Fund dollars not tracked to other costs except by
cost code
■ No cash flow, workarounds similar to Budget
Linking Funding Codes to CSI-type cost codes often makes the cost codes long and
difficult to use.
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Colors of Money - Funding
Unifier (Project Cost Controls)
■ First-class citizen, not modified type
▪ Workflows for each can be modified as needed
■ Fund Appropriations link to other costs
■ Track multiple fund sources - do not need to
“mangle” cost codes
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Colors of Money - Commitments
PCM
■ Subcontracts and POs very similar
■ No concept of Master Contracts, Blanket POs,
Long & Short POs &c.
■ Only entity* which can hold Actual costs
■ Not tied to Vendor Qualifications
▪ Cannot put payments on hold
* Trends do not count!
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Unifier (Project Cost Controls)
■ Unified under “Procurement”
■ Many types allowed, many out of the box
■ Blanket PO/Master Contract allocates work
authorizations across multiple projects
■ New! RFIs can generate Commitment Change
■ New! RFBs can award contracts
Colors of Money - Commitments
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Colors of Money - Actuals
PCM
■ Only exist within Committed Contracts
■ Split into Invoices and Requisitions
▪ Checks not strongly tied, not on cost worksheet
■ Only entity* which can hold Actual costs
■ Not tied to Vendor Qualifications
■ New! Mention of a new cost worksheet column...
* Trends do not count!
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Unifier (Project Cost Controls)
■ Has Invoices, Pay Requests, and Journals
▪ Pay Requests can be customized and secured
■ Timesheets built in
■ Payments/Checks are first-class citizens
Colors of Money - Actuals
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Work Arounds
● Estimate to Complete
● Payment Requests
● Master Contracts
Bolt-ons to PCM to get it to work “right”

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Estimate to Complete - Quick Entry
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PCM
■ Many users need to easily adjust the expected estimate to complete in PCM.
■ This is usually done using Trends, but the entry process nis cumbersome.
■ The web-based application above emulates an interactive Cost Report
■ In this case, we are creating Trends to Budget Adjustments
Unifier
■ Use Forecast BP and/or create new BP

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Estimate to Complete - Quick Entry
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Unifier
■ Add a logical column to the cost worksheet with manual, direct entry

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Incurred Costs - Quick Entry
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PCM
■ Many users need to easily adjust the expected estimate to complete in PCM.
■ In this case, we emulate a mixture of the Cost Worksheet organized by AFE and by PO
■ These trends are to commitment adjustments

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Payment Entry
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PCM
■ Limit screen elements and security for outside users
■ Require Invoice backup
■ Complex Entry Rules for Unilateral and Allowance Change Orders
Unifier
■ Create dedicated entry screen

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Master Contracts
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PCM
■ A number of strategies have been used over the years
■ Special Project to hold Master Contracts
▪ Use non-standard links to “work orders” in real projects
■ Special Contract Numbering to relate Master and Work Orders
▪ eg A123-C1 ties to A123-C1-WO1
▪ Muddies the cost worksheet and reports
■ Behind the scenes database links
■ Funding Contracts
▪ Does not tie well across projects
Unifier
■ Vendor-level Blanket POs plus Work Authorizations

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Unifier Solutions
● Customize Views
● Modified Workflows
Built-in functionality to get what you need

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Custom Views
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Unifier
■ OOTB workflows similar
■ Conditionals can be added
■ As complicated as you like
■ Separate forms for different stages of workflow
■ Add or remove items as needed
■ Limit View access as needed

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Workflows
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■ OOTB Workflows cover basic
approval routing
■ Conditional Routing can be added
as needed

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Conclusion
■ Both PCM and Unifier are designed to manage
Capital Projects
▪ Unifier allows customization of access, approvals,
and views
▪ Unifier PC “base configuration” gets much of
PCM’s functionality
▪ Unifier is more easily configured to handle
situations where PCM required awkward
customization and bolt-on applications
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Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation either
on paper or online via the mobile app