successfully manage cost and schedule with primavera unifier and primavera p6

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Primavera Successfully Manage Cost and Schedule with Primavera Unifier and Primavera P6

Ray McEnteeDirector, Product Strategy


Safe Harbor StatementThe 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 decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.


Why• Integrate cost and schedule across Unifier and P6.• Need to be able to compare forecasted schedule and costs from baselines to the current project in terms of cash flow and summarized by CBS.• Be able to cost a resource-‐loaded P6 Project.


Benefits• Ability to compare top down estimates/budgets within Unifier with bottom-‐up developed costs from P6.• Ability to cost, resource loaded schedules within Unifier.• Compare Forecasts from Unifier Business Processes and P6 Baselines and Current Project with the Unifier Cost Sheet and Cash Flow.• Use P6 data as sources of input to EV.


Primavera P6


Supported Use Cases• Duration Based Schedule–Only Dates sent to Unifier

• Resource-‐Based Schedule– Dates and Resource Unit Spreads sent to Unifier. Costs can be calculated in Unifier

• Cost-‐Loaded Schedules– Dates, Resource Unit and Cost Spreads sent to Unifier


Schedule Type


Summarization Level• Data summarized by CBS to predefined WBS levels– Complete – all WBS Codes– Levels – to a user defined level of WBS– Partial – user selects which WBS level on any branch in the hierarchy


Summarization Level


CBS Codes now at Assignments/Expenses


Send Data to Unifier


Send WBS Hierarchy to Unifier Cost Sheet


Unifier Cost Codes created in the Cost Sheet


Send Summary Data to Unifier


Can send the current Project and include Baselines


Baseline Selected


• Planned – Start & Finish Dates– Resource Unit Spreads (Only

Resource & Cost Type projects)

– Cost Spreads (Only Cost Type projects)• Actual – Start & Finish Dates– Resource Unit Spreads (Only


– Cost Spreads (Only Cost Type projects)

• Remaining – Start & Finish Dates– Resource Unit Spreads (Only Resource

& Cost Type projects)– Cost Spreads (Only Cost Type projects)

• At Completion – Start & Finish Dates– Resource Unit Spreads (Only


– Cost Spreads (Only Cost Type projects)

Data being sent to Unifier, summarized by CBS Code at the defined WBS Level


Unifier 10.1


Resource & Cost Loaded Schedules• P6 Resource assigned to the Project are automatically created as Roles in Unifier. (Roles in Unifier provide the rates and assigned currency)• P6 Resource Based projects will be costed within Unifier as they are integrated. If a rates do not exist for a role then they can be added and the P6 Summary Sheet can be re-‐costed.


Project Detail Form updated with Schedule Type from P6


Role created within Unifier


Role currency and rates

The currency for the role can be defined and Unifier will convert the rate to the project currency. Escalating Rates can be defined.


Define P6 Data Sources


P6 Summary Sheets


P6 Summary Sheet – Overall Summary

Sheet shows summary by Unifier WBS and Role. All Dates and available Costs and Units are displayed. Clicking on the links will display the detail.


P6 Summary Sheet – By Month

Drill down to the detail by Week, Month, Quarter or Year. Clicking on the links will display more detail.


P6 Summary Sheet – By Day

The lowest level of detail will shows costs and units

by day.


Unifier Cash Flow


Create new Cash Flow by WBS


Cash Flow – Baseline Curve


Cash Flow – Actual Curve


Cash Flow – Forecast Curve


Cash Flow Graph


Unifier Cost Sheet


Define the Cost Sheet Columns -‐ BaselineThe P6 Summary Sheets become

Datasources for the Cost Sheet


Define the Cost Sheet Columns -‐ Actuals


Cost Sheet

Values from the Project Baseline

Values from the Current Project


Unifier Earned Value


Create a new Earned Value Sheet


Planned Value

PV is based on our Project

Baseline Planned Cost


EV is based on the Progress that

has been captured in P6


EAC is based on the AT

Completion Costs of the

Current Project


EV Work Sheet.


EV Graph


Capturing Progress


Capturing Progress in P6 and sending to Unifier


P6 Summary Sheets show ActualsWe can drill down into the details as we saw earlier.


P6 Summary Sheets show At Completion


This data then updates the Cash Flow


It updates the Cost Sheet


And finally the EV can be updated


In Summary• This new integration provides a means of comparing top-‐down budgets with bottom-‐up costs defined within the schedule.• It also allows us to compare the various baselines to review the performance of the project.


Safe Harbor StatementThe preceding 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 decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

successfully manage cost and schedule with primavera unifier and primavera p6

Business

oracle andor

oracle primavera

unifier cost codes

unifier cost sheet

primavera unifier

sole discretion of oracle

p6 data

unifier business processes