Oracle Primavera Contract Management

http://tensix.com | T: (703) 910-‐2600 | Ten Six Consulting LLC | 576 N. Birdneck Rd, #626 Virginia Beach, VA 23451

Duration: 3-days

Prerequisites: No previous experience working with Oracle Primavera Contract Management is necessary.

Course Description

Oracle Primavera Contract Management (PCM) is a web based, multi-user, multi-project database system for managing all aspects of a project relating to the contractual relationship. This contractual relationship is the "center of the universe" from the perspective of how PCM manages information. A project may have multiple relationships with contractors within a project. Oracle Primavera Contract Management is designed to allow the users and management to be pro-active in understanding the progress of the project relating to money and communication. • Know when RFI's need to be answered • Know when insurance is about to expire for a contractor • Know when there is a potential for cost over-runs long before the end of the project • Know when submittals must be approved to not affect schedule • Know what changes are affecting the bottom line

This highly interactive and hands-on class will take attendees through real world scenarios and how Oracle Primavera Contract Management supports these.

Oracle Primavera Contract Management


Course Contents DAY 1

Lesson 1 – Introduction to Contract Management Ø What is Oracle Primavera Contract Management

Ø Login to Contract Management

Ø Customize the Project View in the Main window

Ø Customize the Control Center in the Main window

Ø Navigation in Contract Management

Lesson 2 – Creating a Project Ø Create a project using the project wizard

Lesson 3 – Companies and Contacts Ø Add a company

Ø Create Contacts

Ø Group vs project companies

Ø Copy Companies / Contacts

Ø Using distribution lists

Ø Inactivate companies / contacts

Lesson 4 – Tracking Drawings Ø Record and review the drawing log

Ø Distribution of Drawings

Ø Using drawing sets

Ø Use the transmittal queue

Lesson 5 – Communication Ø Enter an RFI

Ø Record an answer to RFI


Ø Document a telephone record

DAY 2

Lesson 6 – Logging and Tracking Submittals Ø Understanding submittals and submittal packages

Ø Identify the submittal workflow

Ø Using multiple reviewers

Ø Tracking Submittals

Ø Use the transmittal queue

Lesson 7 – Project Issues Ø Define a new issue

Ø Link documents and attachments to an issue

Ø Create issue by searching

Lesson 8 – More Communication Ø Create a daily report

Ø Generate daily Report

Ø Create meeting minutes

Ø Generate meeting minutes

Lesson 9 – Managing Project Costs Ø Cost code structure

Ø Cost worksheet

Ø Understanding the cost worksheet

Ø Cost code detail

Lesson 10 – Budget, Contracts, Purchase Orders, and Trends Ø Adding a budget

Ø Adding a contract and purchase order


Ø Distribute documents to the cost worksheet

DAY 3

Lesson 11 – Change Management Ø Change management workflow

Ø Initiate change management

Ø Following the CM process

Lesson 12 – Payment Requisitions Ø Determine payment requisition options

Ø Generate from a contract

Ø Create a schedule of values

Ø Retrieve change orders

Ø Progress and certify requisitions

Case Study

Oracle Primavera Contract Management

Business

Oracle Primavera Contract Management