What's New in Primavera Unifier 9.14 December 2013
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Contents
What's New in Primavera Unifier 9.14 .............................................................................................. 3
Base Products ................................................................................................................................... 4
Custom Print ................................................................................................................................. 4 Custom Reports ............................................................................................................................ 5 Query Tabs .................................................................................................................................... 7 Help File ........................................................................................................................................ 8
Preventive Maintenance ................................................................................................................... 9
Asset Data Picker on PM Book .................................................................................................... 9
Cash Flow ......................................................................................................................................... 10
Default Cash Flow Summary Curve ........................................................................................... 10 Enhanced Filter Capability ......................................................................................................... 11
Unifier Mobile .................................................................................................................................. 12
New Mobile Interface ................................................................................................................. 12
Legal Notices .................................................................................................................................. 13
3
Key enhancements and new features in Unifier release 9.14 include:
Base Products: Enhancements in pre-configured business processes, design configuration,
availability of help files, custom print and custom reports.
Preventive Maintenance: Data picker enhancement in work orders that are auto-created
from PM Book records.
Cash Flow: Availability of system cash flow summary curve and filter capability
enhancements
Unifier Mobile: Reskinning of user interface.
What's New in Primavera Unifier 9.14
4
Base Products
Base product business process enhancements in Unifier 9.14 include:
Custom print for select Cost Controls and Project Delivery Management business processes.
Custom reports for Cost Controls and Project Delivery Management base products.
Help files for all Cost Controls business processes.
Query tabs in select Cost Controls business processes.
Design and configuration improvements in business process form, UDRs and cost sheet.
Custom Print
A custom print layout in PDF format is available in Unifier 9.14 for the following Cost Controls and
Project Delivery Management business processes:
Contracts (Cost Controls)
Payment Applications (Cost Controls)
Submittal Register (Project Delivery Management)
Benefits:
Provides upper form and line item details.
Print template in Payment Applications provides an application and certificate for work
complete and payment received. The print output includes signature blocks.
Location: In a project's Navigator, navigate to the business process log in Cost Controls or Project
Delivery Management. Open a record. On the File Menu, select Print Preview, Custom.
5
Custom Reports
Starting with Unifier release 9.14, custom Oracle BI Publisher reports are provided for the base
products.
Cost Controls:
All Projects Contract Summary
All Projects Contract Summary with Actuals
All Projects Cost Report
Contract Summary
Contract Summary with Actuals
Items Overdue
Project Cost Report
Risks and Issues
Tasks Due within 7 Days
Project Delivery Management:
All Project Daily Reports
Design Reviews
Items Overdue
Project Daily Reports
Submittals by Submittal Package
Tasks Due within 7 Days
Note: A report whose name begins with "All Projects" is applicable to the root project at the top of
the organizational hierarchy.
6
Benefit: Create new reports with data models provided by the base products.
Location: Navigate to Reports in a project. Double-click to open a custom report. Select
parameters and output format and then click Report.
7
Query Tabs
A query tab displays records of other business processes that reference the source record. In Unifier
9.14, query tabs are added to the following business processes:
Contracts: Change Orders and Payment Applications tabs.
Purchase Orders: Amendments and Invoices tabs.
Vendors: Contracts tab.
Blanket Purchase Orders: Work Releases tab.
Note that although New and Copy are enabled in the tabs of Vendors and Blanket Purchase
Orders, you cannot use them because of cross-level incompatibility -- they are company-level
business processes and the tabs display project-level business processes.
Benefit: See records of the referencing business processes -- or create them within tabs of the
commitment form itself -- instead of navigating to the business process log.
Location: In a project's Navigator, navigate to the Contracts business process log in Cost Controls.
Open a record to view the tabs.
8
Help File
In Unifier 9.14, help files are available for all business processes in the Cost Controls base product.
Benefit: Help files provide general and step-specific details, including business process purpose
and characteristics, workflow diagram, upper and line item field descriptions. Use the help file at
any time during record creation or task completion.
Location: In a project's Navigator, navigate to the business process log in Cost Controls. On the
log's Help menu, select help for the business process. Alternatively, open a record and access the
PDF file from the Help menu within the form.
9
Preventive Maintenance
The Preventive Maintenance module in 9.14 is enhanced with the addition of a data picker that
displays source Asset BP information.
Asset Data Picker on PM Book
Beginning in Unifier 9.14, if a data picker is placed on the upper form of a Preventive Maintenance
Book business process, it will display source business process information when a record is
auto-created.
For example:
An Asset business process record auto-creates a PM Book business process record.
PM Book record holds an Asset data picker that gets populated with the source asset
information.
PM Book auto-creates a Work Orders record for the asset's maintenance.
Work Orders record displays the asset information from the PM Book in matching fields.
Benefits
Prior to the release, when a PM Book was auto-created from an Asset, it used only a BP
Picker to point back to the source Asset record. When a Work Orders record was
auto-created from that PM Book record, the source asset information was not carried over.
The current enhancement of using an asset data picker changes that functionality.
Does not need data picker query configuration in Unifier's Administration Mode.
Location: Navigate to the PM Book log in the Preventive Maintenance module. Open any PM Book
record to view the source asset information. Open the auto-created work order in the Work Orders
tab to view the carried-over source asset information.
10
Cash Flow
Unifier release 9.14 includes the following two cash flow enhancements:
System-defined summary curve
Filters
Default Cash Flow Summary Curve
Associating a cash flow curve to a summary curve is a manual process in Cash Flow modules 9.13
and earlier. Starting with Unifier 9.14, a system-defined summary curve automatically includes new
cash flow curves you create in a project when roll-up status of curves is active. It also includes all
existing curves in the project.
Cash flow properties of each cash flow curve displays the default summary curve in the Summary
tab.
Note that this enhancement does not prevent the manual addition of a cash flow curve to other
summary curves.
Benefits:
Enables a consolidated view of the Estimated Forecast at Complete (EFC) by summarizing
all commitments cash flow curves and trends.
Provides an updated, interactive view of the EFC that is critical to understand financial risks
at any stage in the project life-cycle.
Since cost information is allocated by cost codes, the summary curve consolidates
information by WBS or cost codes.
Location: Navigate to Cash Flow in a project's Cost Manager. Click Summary in the toolbar. In the
Summary list, select Cash Flow Summary Curve option.
11
Enhanced Filter Capability
Starting with Unifier release 9.14, new filter options are available for summary curves and detail
curves.
Summary curves can be filtered by WBS, time period, and curve type.
Detail curves can be filtered by curve type only -- baseline, actuals, forecast, etc.
There also are UI changes to the summary and detail curve worksheets. UI changes also apply to
company- and program-level cash flow worksheets. Summary snapshots also show the summary
curve filter and UI enhancements.
Benefits:
Filter by WBS: Particularly useful to view by work packages, which are made up of a set of
WBS or cost codes.
Filter by time period: As large projects can last for several years and budgets are approved
on a yearly basis, you can filter summary curves by time range.
Filter by curve type: Filter summary curves by curve type -- commitments, trends, and
forecasts.
Saved filter conditions are stored in a global pool in the project, which can be accessed by
any user and applied to any summary curve in the project.
View the filtered results in both graph and cash flow grid. For example, if the entire cash flow
projection is for 2011 - 2015 and a filter for 2012-2013 is applied, then only the corresponding
graph and data is displayed.
Report on default summary curve.
Location: Navigate to Cash Flow in a project's Cost Manager. Click Summary in the toolbar. In the
Summary list, select any summary curve. Click the Filter icon or select Filter option in the View menu
within the worksheet.
12
Unifier Mobile
The Unifier Mobile user interface has been enhanced in release 9.14 to maintain consistency with
other Primavera mobile products.
New Mobile Interface
The Unifier Mobile user interface is enhanced for 9.14:
Login page
Home page
Company Workspace
Company details
Tasks log
Business process log
Business process upper form, line items, and detail form of a line item.
Note: There are no functional changes.
Benefits:
Consistent interface with other Primavera mobile products.
Easy-to-use navigation for tasks, business processes, and uMail.
Location
Ways to view Unifier for Mobile: Mobile device with Web browser and internet access, and
Mobile URL on PC/Laptop.
The mobile URL is defined by adding /m to the end of the Unifier URL.
Note: Requires definition of mobile-enabled forms in uDesigner.
13
Oracle Primavera – What's New in Primavera Unifier 9.14
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