Oracle Primavera Cloud

Oracle Primavera Cloud provides a portfolio-based view of project information, including the proposed project pipeline, estimated budgets, capital spend, and fund allocation requirements. Portfolio managers can evaluate scenarios and arrive at an optimal plan to allocate financial budgets and other resources across multiple projects that are in-line with strategic goals. In addition, users can monitor portfolio health, track performance, and balance portfolios via alignment with corporate strategic goals.

Oracle Primavera Cloud portfolio management capability provides comprehensive, long-range tools for capital planning and budget approval across project portfolios. Configurable performance scorecards monitor the lifecycle of portfolios based on key metrics and enables portfolio planners, executives, stakeholders, and project managers to propose, inventory, prioritize, and select projects in a collaborative fashion and take corrective action when necessary.

Project planning and scheduling are key elements of effective project management. A well-developed project schedule allows project managers to manage project milestones, deliverables, and timelines effectively.

Interactive Gantt charts allow planners, schedulers, and project managers to communicate a more accurate and complete graphical representation of a project’s schedule in real time. The system also enables users to track project scope and resource assignment and proactively perform resource and role leveling

Oracle Primavera Cloud allows project managers to manage hierarchy-based resources and roles per project. Organizations also can choose to manage these roles and resources at an enterprise level and allow project managers to utilize them on need basis at project level. Resources and roles can be assigned to activities as part of resource assignment capabilities, allowing project managers to resource load the project schedule.

Resource Analysis can be performed to determine over and underutilization of both resources and roles. Visual representation of resource and role assignment analysis in the form of histograms will allow project managers to determine where resources are under or over utilized. Leveling can be performed on resource assignment to balance out resource or role assignment to minimize over or under utilization.

Risk Management provides the necessary tools that allow project professionals to manage risk easily and successfully. Features include:

• Risk register to view and prioritize project risk
• Tools to define risk thresholds and scoring matrices for qualitative analysis
• Monte Carlo analysis on schedule data by incorporating risk data
• Curves showing expected time and cost outcomes and the probability of achieving each one
• Risk response plans to address project risks and establish post-response scenario

• Risk Removal Impact analysis to identify key risk event that’s preventing their schedules from performing as expected
• Mean Impact Risk analysis to determine risk and activities that have greatest impact
• The risk sensitivity data is displayed for the project cost and finish date including viewing options for the sensitivity results

The Oracle Primavera Cloud Lean Task Management capability provides a set of tools to improve the detailed coordination, planning, and execution of work between planners, supervisors, and field workers. The tool enables field workers to decide the best way to execute their work with maximum efficiency and minimal waste.

The Work Plan interface allows planners, supervisors, and field workers to easily define, plan, and sequence their work according to the near-term objectives defined by the project schedule. Last Planners create tasks in the hopper for each activity in the planning period. Tasks are then dragged to the weekly planning board or future weekly bucket, using the project schedule’s activities as a reference.

During the planning cycle, tasks can be dragged and placed on planning board. Drag a task to different weekly bucket. Commit to perform a task on a specific due date. Complete a task that is done. Recommit a task that is not done. Provide reasons for not completing a task as committed. Finally, monitor weekly planned percent complete and reasons metrics in dashboard.

Cost management allows project managers and key stakeholders to capture budget, perform forecast analysis, and predict impending expenses to help reduce the chance of going over budget. Oracle Primavera Cloud allows project managers to manage the most basic to complex cost management scenarios with ease.

Cost management is an integral part of Oracle Primavera Cloud, delivering functional capabilities that form the backbone of strong project controls. Oracle Primavera Cloud can utilize a spreadsheet-like interface to manage project budget, budget changes, and transfers. It also interacts with various project elements to provide a single location for managing project cost, including forecast information.

Project managers need a set of tools to effectively manage the entire scope of work required to deliver a product or service. Oracle Primavera Cloud allows project managers and schedulers to effectively and cohesively plan and manage all aspects of scope during a project’s lifecycle, including equipment deployment, cable and line installation , and project documentation—from a single platform. It also enables other stakeholders to monitor project deliverables from the same solution.

The solution supports various progress measurement techniques, such as physical percent complete and rules of credit, to measure scope progress. In addition, users can assign quantity-based progress metrics to individual scope to capture progress percent complete.

Workflows automate complicated business processes, like submitting and reviewing project proposals. Forms help users view and provide information about objects that workflows run against. They can also be used to replace some default pages and forms in the application. Use the Workflows and Forms app to create and maintain workflows and forms.

Workflows use predefined sequences of steps and tasks to route different kinds of information among different kinds of workers. Organizations use workflows to manage processes that involve many people, many steps, or steps that need to be completed in a specific order.

In Oracle Primavera Cloud, workflows can be configured to manage these objects:

• Budgets
• Budget changes
• Budget transfers
• Changes
• Change orders
• Commitments
• Contracts
• Portfolios
• Potential Change Orders
• Projects
• RFIs
• Proposed Project Risks
• Submittals

After a workflow has been created, it can start automatically or manually. Workflows can be set to start automatically when some action occurs with the objects they run against. For example, a project workflow can be set to start automatically when a project proposal is created. Similarly, an RFI workflow can be set to start automatically when an RFI is submitted. Managers and administrators can also start workflows on the Start Workflows page.

The Resource Planning page provides a time-phased view where portfolio managers can evaluate resource demands anticipated for projects. Resource demand may be entered at the portfolio level in time phased intervals or FTE.

Use the Resource Planning page to:

• Create multiple scenarios to model a variety of resource plans based on different sets of criteria
• View individual role demands by project, and analyze role availability issues using charts, histograms, and tables
• Allocate labor units and revise allocation start dates to resolve role availability issues
• View total and time-phased costs for demand, allocation, and committed role units to aid your project selection decisions
• Select a subset of projects for inclusion in the resource plan that satisfies all of your resource constraints
• Use the resource planning optimization tool to suggest an optimal selection of projects for inclusion in the resource plan
• Send resource planning scenarios out for review to stakeholders in the planning group to evaluate the mix of projects
• Send the proposed scenario to project managers to negotiate the role allocation demand with the project manager for each project
• Send the final scenario out for final approval, and approve the plan to commit allocations to roles

Oracle Primavera Cloud offers users numerous methods to communicate and share information related to projects, programs, and portfolios.  Below is a listing of various features that users can configure and access to collaborate with other stakeholders.

• Inbox – The Inbox page displays the workflow tasks that you are assigned as a performer or manager. It also shows your overdue project activities and pages that others share with you. You may complete the workflow tasks that you are assigned as a manager on behalf of task performers, as long as you have access to the objects associated with those tasks.
• Follow Projects and Users – Follow the users and projects you work with to more effectively collaborate on projects. You can only follow projects that you have the required security privileges to access or view.
• News Feed – Use your news feed to view your recent activity. View the news feed of other users to view their recent activity. You can use the news feed to navigate to other areas of the application such as workspaces and projects and the objects contained within them. Filter the news feed by updates to view up-to-date and context-specific information.
• Notifications – View personal notifications to stay up to date with your work within the application. You can choose to view all of your notifications, or only those that are unread. Notifications are arranged by status of unread or read and the time and date on which they were received. Use the All Notifications page to read your notifications, access relevant pages through notification links, and remove notifications from your list.
• My Activities – The My Activities page lists project assignments that you have been assigned as a resource and project activities that you have been assigned as an owner.  Use the My Activities page to view, manage, and report progress on these activities. Here you can also search for your activities, mark them as favorites, and filter them by important criteria like due date and completion status.
• Proxy Users – The proxy user feature permits you to act as another user in the application. You can complete tasks or assignments on behalf of another user and another user can complete tasks or assignments on your behalf. For example, if you will be out of the office for two weeks of vacation, you can assign a co-worker or manager to act as your proxy in your absence if they have the same privileges as you. The user will have access to any projects and workspaces that you do. While other users are acting as proxy for you, each action they complete will be noted as Added On Behalf Of or Modified On Behalf Of to indicate that another user has completed the action on your behalf.
• Discussions – Discussions provide a way for team members to communicate and exchange information on a wide variety of objects including activities, costs, resources, risks, scope assignments, tasks, and more. Comments are saved with the object and are available to all team members with the required security privileges. You can use the Discussion feature to collaborate throughout the application.

Oracle Primavera Cloud’s mobile suite connects progress made on the jobsite to those managing the project while providing executives and portfolio managers the tools they need on the go.

With targeted, purpose-built native mobile applications, users enjoy powerful functionality with easy-to-use interfaces. Real-time data and alerts improve processes while allowing users to access information without internet connectivity.

Oracle Primavera Progress for iOS & Android

Field workers have a lot going on, and communication has been a challenge in the past. With Oracle Primavera Progress for both iOS and Android, monitoring progress made on the job site has never been easier! Now, when a task is completed or resolved, those performing the actions can update the record, snap photos to show completed work, and send updates immediately to the project team.

Oracle Primavera Cloud comes with Oracle Business Intelligence (BI) Publisher as part of the standard licensing. BI Publisher provides a Web based platform for authoring, managing, and delivering highly formatted business documents and interactive reports. Business users can easily design report layouts from a web browser or by using familiar desktop tools, dramatically reducing the time and cost needed to develop and maintain reports.

Oracle Primavera Cloud contains out-of-the-box reports (see Figure 10) that can be run directly or scheduled to send results for email delivery. Oracle Business Intelligence (BI) Publisher is used to create both the out-of-the-box and any custom reports that are needed.  In addition, the tables within Oracle Primavera Cloud can be made available for use with other business intelligence tools like Tableau and Power BI as well as more sophisticated tools like OBIEE to show trending and perform other analysis.

Oracle Primavera Cloud includes robust file management functionality. Whether a high-level basis-of-design documents or detailed specifications, all documentation utilizes tight permission controls to manage access across the enterprise. Features include check-in and check-out, version control, and full text search for 500+ document types.

Built-in document viewing technology allows users to view most document types without the need to install a native application, reducing costs and complexity. Social features, including Discussions and Share functionality, enable users to review files and have greater context for more informed decision-making. File management capabilities eliminate document duplication and allows users to link existing project files to activities, scope, field, cost, and submittals to ensure the most up-to-date and accurate information.