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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.


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.


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.


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)

http://download.oracle.com/docs/cd/E39425_01/English/Install_and_Config/unifier_installation_guide.pdf

http://download.oracle.com/docs/cd/E39425_01/English/Install_and_Config/unifier_installation_guide.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.


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 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.


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


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.


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


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.


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.


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 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).


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


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 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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