Contents
What's New in Primavera Unifier 9.12 .............................................................................................. 3
Access to Documentation Library from Help Menu ........................................................................ 4
Integration of Primavera Unifier and uDesigner .............................................................................. 5
Primavera P6 Integration .................................................................................................................. 6
Updated Configurator ........................................................................................................................ 7
WebLogic Integration ........................................................................................................................ 9
Oracle Enterprise Manager Integration.......................................................................................... 10
Single Sign-On and Updated User Provisioning ............................................................................. 11
Support for Oracle WebCenter Content ......................................................................................... 12
BI Publisher Integration .................................................................................................................. 13
Oracle Maps Integration ................................................................................................................. 15
UPK Enablement ............................................................................................................................. 16
AutoVue Integration......................................................................................................................... 18
Restoration of uCAD Plug-in ........................................................................................................... 19
Restoration of SWF Dashboards .................................................................................................... 20
Features from Primavera Unifier 9.11 ............................................................................................ 21
Preconfigured Applications ............................................................................................................. 22
Primavera Cost Controls Application .............................................................................................. 23
Manager Sheets ......................................................................................................................... 24 Business Processes ................................................................................................................... 27 Dashboards ................................................................................................................................ 28 Reports ....................................................................................................................................... 29
Primavera Capital Planning Application ......................................................................................... 31
Portfolio Manager Sheet ............................................................................................................ 32 Cash Flow ................................................................................................................................... 33
Primavera Project Delivery Application .......................................................................................... 34
Business Processes ................................................................................................................... 35 Dashboards ................................................................................................................................ 36 Reports ....................................................................................................................................... 37
Features from Primavera Unifier 9.9.2 ........................................................................................... 39
Updated Currencies ........................................................................................................................ 40
New Options for Cash Flow Forecasting ........................................................................................ 42
Legal Notices .................................................................................................................................. 44
3
Key enhancements in Primavera Unifier release 9.12 include:
Integration of Primavera Unifier and uDesigner
Oracle Red Stack integration, including support for Oracle HTTP Server, Oracle WebLogic,
Oracle JRockit
Additional Red Stack integration, including support for Oracle Enterprise Manager, Oracle
Identity Manager, Oracle Access Manager, and Oracle WebCenter Content
Integration with Oracle Business Intelligence Publisher
Support for Oracle User Productivity Kit
Integration with Oracle Maps
What's New in Primavera Unifier 9.12
4
Access to Documentation Library from Help Menu
Starting with Primavera Unifier release 9.12, the Help menu contains a link to the Primavera Unifier
Online Documentation Library, which houses application-specific user's guides (for example, Cost
Controls Application User's Guide), installation and setup guides, configuration information, and
other Unifier-related documents.
To access this feature:
On the Help menu, click Unifier Library. The Primavera Unifier Online Documentation Library opens
in a new browser window. Click the categories on the left to expand them. Application-specific
user's guides are contained under Application Documentation.
5
Integration of Primavera Unifier and uDesigner
Starting with Primavera Unifier release 9.12, uDesigner is now integrated with Unifier. It is accessible
via the Company Workspace while in Administration Mode.
You can now create or modify business processes or managers with uDesigner, and deploy the
designs to the Unifier staging environment to configure and test them immediately. Note that
uDesigner in Primavera Unifier production environments is read-only.
You can create design bundles consisting of multiple business processes and managers, and then
export them to another staging environment or to a production environment.
To access this feature:
Click the Company Workspace tab, and select Administration Mode. Expand the uDesigner node,
and select a node under uDesigner. Select an item from the log, or click Open on the File menu to
create a new item.
6
Primavera P6 Integration
Starting with release 9.12, Primavera Unifier is more closely integrated with enterprise project and
portfolio planning and scheduling applications Primavera P6 EPPM and Primavera P6 Professional
EPPM. This integration allows you to:
Link an instance of P6 to a Unifier environment.
Link P6 projects to Unifier project schedule sheets.
Assign Unifier project cost codes to P6 activities.
Execute manual or scheduled updates from P6 into the Unifier schedule.
To access this feature:
Both Primavera Unifier and Primavera P6 must be properly configured; this includes configuring P6
Job Services to allow for Unifier integration.
In P6 EPPM, click Application Settings on the Administer menu, and enter settings on the General
tab. Also, on the Projects EPS page, click Set Project Preferences on the Actions menu and then
select the Primavera Unifier tab to identify the Unifier project, schedule sheet, and data mapping
template you are using. In P6 Professional EPPM, Unifier settings appear on the Unifier tab in Project
Details.
7
Updated Configurator
Starting with release 9.12, Primavera Unifier's Configurator has two new tabs containing
configuration options added as a result of Primavera Unifier's Red Stack integration and other
features new to release 9.12, such as Oracle User Productivity Kit enablement and Oracle Maps
integration.
9
WebLogic Integration
Starting with release 9.12, as part of its compliance with Oracle's Red Stack, Primavera Unifier uses
Oracle WebLogic as its application server, including support for JRockit as its Java Virtual Machine.
Apache Tomcat is not supported by release 9.12.
Additionally, release 9.12 uses Oracle HTTP Server as its Web server.
To access this feature:
Refer to the Unifier Installation and Setup Guide for WebLogic Application Server
(http://download.oracle.com/docs/cd/E39425_01/English/Install_and_Config/unifier_installation_g
uide.pdf)
10
Oracle Enterprise Manager Integration
Starting with Primavera Unifier release 9.12, Unifier is now integrated with Oracle Enterprise
Manager (OEM), which monitors databases, assets, and application servers such as WebLogic. In
support of OEM, Primavera Unifier contains new, custom metrics that are fed through WebLogic
and show:
Login session count: How many users are currently logged in
Free database connection count: Number of free database connections
Long locked database connection count: Number of database connections that are
locked for 60 seconds or longer
Active background job count: Number of background jobs which are currently running
Active project count: Number of unique projects being accessed by users
Active web service count: Number of web services calls that are being executed
This information allows an administrator to track Unifier performance and module usage. OEM can
be set up to collect information at periodic intervals, allowing trends to be shown over time. In
addition to the metrics listed above, OEM provides customizable, out-of-the-box metrics.
To access this feature:
Install OEM and then import and deploy the Primavera Unifier plug-in. View metrics in the Enterprise
Manager Console.
11
Single Sign-On and Updated User Provisioning
Starting with release 9.12, Primavera Unifier supports Oracle Access Management (OAM), which
allows users to access both Unifier and P6 with a single sign-on. Additionally, Unifier now supports
Oracle Identity Management (OIM), which allows administrators to create users for both Unifier
and P6 via a single process. When OIM is enabled, administrators can also update a user's name or
e-mail address, or change a user's status to active or inactive.
To access this feature:
To simultaneously provision users in both Unifier and P6, and to allow users to use single sign-on to
access Unifier and P6, OIM and OAM must be installed and configured. Additionally, on the
General tab in the Primavera Unifier Configurator, select the OIM/OAM Enabled check box.
12
Support for Oracle WebCenter Content
Starting with release 9.12, Primavera Unifier can use Oracle WebCenter Content (formerly Oracle
Universal Content Management) as its document repository. During the configuration process,
customers managing on-premise implementations can choose to store Document Manager
documents in Oracle WebCenter Content or a network file system; customers with cloud-based
implementations will use WebCenter Content.
To access this feature:
Install and configure Oracle WebCenter Content, and establish a trusted connection between it
and Primavera Unifier. During the Primavera Unifier configuration process, select Oracle
WebCenter Content as the repository.
13
BI Publisher Integration
Starting with release 9.12, Oracle Business Intelligence Publisher (BI Publisher) has fully replaced
Crystal Reports as Primavera Unifier's integrated reporting solution. (For a short time prior to release
9.11, both Crystal Reports and BI Publisher were supported.) The connection between Primavera
Unifier and BI Publisher is JDBC-based.
Report layouts are customized via BI Publisher (or its plug-ins) and are uploaded to Unifier.
14
To access this feature:
Install BI Publisher 11g (build 11.1.1.6), and configure it for use with Primavera Unifier. In the
Primavera Unifier Configurator, enter the requested information into fields on the Report tab.
Once a connection is established, generate report data, and use BI Publisher's Microsoft Word
plug-in to create report layouts. Reports can be uploaded into Unifier and run from the Reports
node at the project/shell-level.
15
Oracle Maps Integration
Starting with release 9.12, the Oracle Maps suite is now integrated with Primavera Unifier's base
map infrastructure. The Oracle Maps JavaScript API is now used to display map images and
interact with map data, along with Oracle Geocoder to retrieve address points.
To access this feature:
Maps must be enabled at the shell or business process-level. When enabled, a Map View option is
displayed.
16
UPK Enablement
Starting with release 9.12, Primavera Unifier is enabled for Oracle User Productivity Kit (UPK), Oracle
application that enables users to develop, customize, and publish documentation and e-learning
content.
Primavera Unifier's UPK enablement allows users to access Unifier-specific UPK content from Unifier's
Help menu. It also allows organizations to purchase pre-built UPK content developed specifically
for Unifier and/or develop their own content.
17
To access this feature:
In the Primavera Unifier Configurator, specify the location of your organization's Unifier-specific UPK
content in the UPK Help URL field on the General tab.
In Unifier, click User Productivity Kit on the Help menu to access UPK content.
18
AutoVue Integration
Starting with release 9.12, as a result of Primavera Unifier's Red Stack compliance, Oracle AutoVue
20.2.1 is used to resolve reference files in the intermediate file upload option. You can upload
references together with their drawing file, or you can upload files separately and associate them
with existing files in Unifier.
To access this feature:
Upload a drawing file using the intermediate file upload option.
19
Restoration of uCAD Plug-in
Primavera Unifier release 9.12 restores the uCAD AutoCAD plug-in, which was removed in release
9.10. The uCAD plug-in adds a menu to Autodesk AutoCAD that allows users to integrate
Primavera Unifier's Space Manager module with AutoCAD. With the plug-in installed, users can link
Unifier space objects with spaces on an AutoCAD drawing, or add and update Unifier space
object records.
To access this feature:
Install the uCAD plug-in, and access uCAD features from the Unifier menu in AutoCAD.
20
Restoration of SWF Dashboards
For existing customers, Primavera Unifier release 9.12 reestablishes support for SWF (Small Web
Format) dashboards; support for SWF dashboards was removed in release 9.11.
Primavera Unifier SWF dashboards are custom, company-level or shell-level dashboards that are
configured to point to data cubes. Data cubes are comprised of data from business processes,
manager attribute forms, or database queries.
To access this feature:
To create shell-level dashboards, click the Company Workspace tab, and select Administration
Mode. Select the Custom Dashboard node. The Custom Dashboard log window opens. Click New,
Shell Dashboard.
To create company-level dashboards, click the Company Workspace tab, and select
Administration Mode. Select the Custom Dashboard node. The Custom Dashboard log window
opens. Click New, Company Dashboard.
21
Key enhancements in Primavera Unifier release 9.11 include:
Addition of three preconfigued Primavera Unifier applications: Cost Controls, Capital Planning,
and Project Delivery.
Features from Primavera Unifier 9.11
22
Preconfigured Applications
First introduced in release 9.11, Primavera Unifier offers three preconfigured applications:
Primavera Cost Controls Application: Monitor project health through business process forms,
workflow, reports, and management tracking sheets.
Primavera Capital Planning Application: Manage budget forecasts, perform "what if"
analyses, and chart cash flow.
Primavera Project Delivery Application: Collaborate with project team members through
business processes, document repositories, and project dashboards.
Preconfigured applications have been designed and configured for immediate use. There are,
however, a few actions you need to take to complete the setup, including:
Create at least one project under the All Projects anchor shell.
Add users to the company.
Assign users to the shell.
Grant users permissions to the application.
Add rows to the Cost, Funding, and Schedule sheets (only for Primavera Cost Controls).
To access this feature:
With Primavera Unifier already installed, download a Primavera Unifier application from the Oracle
Software Delivery cloud and unzip it. Log in to Primavera Unifier as the Site Administrator, and
confirm that you are viewing Unifier in Administrator Mode. Click the Applications node on the
Home tab. An Install panel is displayed on the right side of the page. Click Install. In the Install
Primavera Unifier Application window, complete the fields based on the location of your
downloaded and unzipped files and your organization-specific information, and then click Install.
23
Primavera Cost Controls Application
Primavera Cost Controls is an application for managing project costs:
Budget: Budget approvals, transfers, and changes, as well as estimating and fund
appropriations
Purchasing: Blanket purchase orders, purchase order amendments, change orders,
invoices, journal entries, contracts, payment applications and payments, and work
authorizations
Vendor: Vendor evaluations, vendor approvals, contracts, and bidding
The application provides predesigned and preconfigured business process forms, workflows,
reports, and management tracking sheets to monitor projects on a daily basis.
24
Manager Sheets
Primavera Cost Controls provides sheets for cost, funding, and schedule managers. The sheets
have pre-defined columns; add rows for company and project data.
Cost sheets: Two cost sheets are provided with the Cost Controls application: the company cost
sheet and the project cost sheet. The company cost sheet displays data across all projects; the
project cost sheet is a detailed accounting of a project's budget and costs.
Below are columns available in the company cost sheet:
Project Number
Project Name
Original Budget
Pending Budget Revisions
Approved Budget Revisions
Revised Budget
Risks & Issues
Forecasts
Original Commitments
Pending Commitments
Approved Commitment Changes
Commitments
Pending Actuals
Actuals
25
Original Variance
Approved Variance
Variance
Budget Percent
Commitments Percent
Below are columns available in the project cost sheet:
Cost Code
Code Name
Estimates
Original Budget
Pending Budget Revisions
Approved Budget Revisions
Revised Budget
Risks & Issues
Original Commitments
Pending Commitments
Approved Commitment Changes
Revised Commitments
Pending Actuals
Actuals Received
Forecast Adjustment
Forecast
Original Variance
Approved Variance
Variance
Budget Percent
Commitments Percent
26
Funding sheets: Two funding sheets are provided with the Cost Controls application: company
funding sheet and project funding sheet. The company funding sheet tracks all sources of funding
for expenses of all projects, as well as fund assignments and balances across all projects. The
project funding sheet tracks how funding is allocated and consumed at the project level. Fund
allocation, assignment, and credits can be done manually or through business processes.
Below are columns available in the company funding sheet:
Fund Code
Fund Name
Project Funding
Manual Funding by Project
Transient Records Funded at Project Level
Records Funded at Project Level
Fund Remaining Balance
Below are columns available in the project funding sheet:
Fund Code
Fund Name
Project Funding
Manual Funding by Project
Transient Records Funded at Project Level
Records Funded at Project Level
Fund Remaining Balance
Cash flow: A cost control cash flow that shows baseline, actuals, and forecasting curves is included
in the application. This becomes functional only after your project is in operation, manager sheets
are set up, and transactions take place via business processes.
Schedule sheet: A project schedule sheet that displays project activities or tasks also is included.
Use the sheet to assign resources to tasks, create relationships between activities, track progress
and variables, and calculate the schedule's critical path.
27
Business Processes
Business processes are electronic forms in which data is entered. The form is then routed through a
workflow for input -- approval, review, etc. -- from other project users.
Following is a list of the business processes that are provided with the Cost Controls application:
Blanket Purchase Orders
Budget Approval
Budget Changes
Budget Transfers
Change Orders
Contracts
Estimates
Fund Appropriations
Invoices
Journal Entries
Payment Applications
Payments
PO Amendments
Potential Change Orders
Purchase Orders
28
Request for Bid
Request for Substitution
Risks & Issues
Timesheets
Vendor Evaluations
Work Releases
Dashboards
Configurable dashboards provide executive-level information in an at-a-glance format. The Cost
Controls application provides a predesigned dashboard called Cost Controls that displays project
cost.
29
Reports
Reports are included with the Cost Controls application and need no additional setup.
The following reports are included:
Shell-Level Reports
Budget Alert
Budget Approval Details
Budget Approval Summary
Budget Changes Summary
Budget Transfers Summary
Change Orders
Contracts Details
Contracts Summary
Project Cost Summary
Estimates Summary
Invoices Details
Invoices Summary
Journal Entries Summary
Payments Summary
PO Amendments Summary
30
Pending Change Orders Progress
Purchase Orders Summary
Purchase Orders Detail
Requests for Bid Summary
Requests for Substitution Summary
Risk Items Summary
Company-Level Reports
Blanket Purchase Orders Summary
Timesheets Summary
Vendors Summary
Vendor Prequal Requests Summary
Vendor Evaluations Summary
Shell- and Company-Level Report
Pending Invoices and Pay Apps
Note: At the project level, an Audit report also is available.
31
Primavera Capital Planning Application
Primavera Capital Planning is an application that allows planners and project managers to set up
capital plans with an optimal mix of projects based on an organization's goals, and sequence
those projects based on available budgets.
The application enables planners to use project cost and schedule information to analyze “what
if” scenarios. These scenarios are used to propose an optimal mix of projects for a portfolio, based
on available budget targets and the strategic goals of the company.
Scenario sheets are preconfigured to pull in the following data from projects:
General project information
Project start and end dates
Cash flow data (both forecasted and actual) from each project’s cost manager
With this data, planners can forecast costs over a specific time period, called a “period structure.”
They can then manipulate scenarios by:
Including or excluding projects
Pushing start dates for planned projects into the future
Modifying project end dates to change the project’s duration
Proposing different cash flow distribution numbers by manually editing the cashflow
columns
Negotiating proposed budgets with project managers
32
Portfolio Manager Sheet
The Portfolio Manager scenario sheet is configured to automatically add all active projects to the
sheet as rows. The scenario sheet contains the following columns of information:
Project name
Project number
Project type
Project state
Estimated budget
Start date
End date
Cash flow columns for each year in the planning period
Primavera Unifier collects budget and projection data from projects’ cost managers and displays
them in cash flow columns.
33
Cash Flow
Primavera Capital Planning provides a capital planning cash flow that shows the following curves
in an S-curve display:
Baseline
Forecast
Original Budget
Shared Budget
Approved Budget
34
Primavera Project Delivery Application
Primavera Project Delivery is an application designed to optimize project results. It contains a set of
interactive tools, including dashboards, for project team members to collaborate, communicate,
collect documents, share reports, and track tasks.
The application contains the following components, already designed and configured for use:
Suite of business processes that work together to accomplish project delivery tasks
Pre-set company and shell-level groups
Reports designed to assess project status
35
Business Processes
Following is a list of the business processes that are provided with the Project Delivery application:
Action Items
Architect's Supplemental Instructions
Architect / Engineer Daily Observations
Project Closeout
Correspondence
Daily Reports
Design Change Requests
Design Reviews
Incident Reports
Lessons Learned
Meeting Minutes
Monthly Updates
Notices to Proceed
Project Information
Project Requests
Punchlist
Submittal Register
Submittals
36
Transmittals
Warranties
Dashboards
Configurable shell dashboards display project data from the shell hierarchy. Primavera Project
Delivery provides a configured dashboard showing project delivery information.
37
Reports
The following reports are included with the Project Delivery application:
Shell-level
Action Items Progress Report
Open Action Items
Architect's Supplemental Instructions Summary
Architect/Engineer Daily Observations Summary
Correspondence Log
Daily Reports
Design Change Requests Summary
Design Reviews Summary
Incident Reports Summary
Lessons Learned Summary
Meeting Minutes Summary
Monthly Updates Summary
Notices to Proceed Summary
Punchlist Summary
Punchlist Detail
RFIs Status Report
Submittals Summary
38
Transmittals Summary
Warranties Summary
Company-level
Project Requests Summary
Shell- and company level
Project Information
Project Status
Project Users
39
Key enhancements in Primavera Unifier release 9.9.2 include:
Support for three added currencies and 10 newly added currencies
Two new cash flow forecasting distribution options
Features from Primavera Unifier 9.9.2
40
Updated Currencies
First introduced in Primavera Unifier release 9.9.2, the following currencies have been added or
updated:
Added the Serbian Dinar (RSD)
Added the South Sudanese Pound (SSP)
Added the Swaziland Lilangeni (SZL)
Updated the Ghana Cedi (GHC) to the Ghana New Cedi (GHS)
Updated the Madagascar Franc (MGF) to the Ariary (MGA)
Updated the Mozambique Metical (MZM) to the Mozambique New Metical (MZN)
Updated the Romania Leu (ROL) to the New Romanian Leu (RON)
Updated the Suriname Guilder (SRG) to the Suriname Dollar (SRD)
Updated the Venezuela Bolivar (VEB) to the Venezuela Bolivar Fuerte (VEF)
Updated the Sudan Dinar (SDD) to the Sudanese Dinar (SDG)
Updated the Afghani (AFA) to the Afghani (AFN)
Updated the Manat (AZM) to the Azerbaijani Manat (AZN)
Updated the New Turkish Lira (TRL) to the New Turkish Lira (TRY)
41
To access this feature:
In the in Administration Mode in the Company Workspace, expand the Standards & Libraries node,
and then select Exchange Rates. On the File menu, click New. The Edit Currency window is
displayed. In the Edit Currency window, click Add, and then click Select. The Show Currency List
window is displayed. Select from the supported currencies, including the newly added or updated
currencies listed above.
42
New Options for Cash Flow Forecasting
First introduced in Primavera Unifier release 9.9.2, there are two new cash flow forecasting
distribution options:
A new distribution option for cash flow by WBS forecast curves, Use data from Schedule
Sheet, intended for project managers who want to take resource and role assignment
changes into account when forecasting.
A new distribution option for cash flow by Commitment forecast curves, Manual entry with
auto distribution of unassigned amount, intended for project managers who want a mix of
manual and automatic distribution when forecasting.
43
To access this feature:
To create a cash flow detail curve in a project or shell, navigate to the Cash Flow log and click
New on the toolbar, or select Detail Curves in the New list. The Properties window is displayed. New
options for cash flow forecast curves exist within the WBS and Commitment curve families, so, in the
Detail Level section, select WBS or Commitment before continuing with the curve creation process.
On the Curves tab, click Add to display the windows shown above.
44
Oracle Primavera – What's New in Primavera Unifier 9.12
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