CONSTRUCTION CPM CONFERENCE
January 21-24, 2014
Walt Disney World - Florida
THU33 – Primavera Contract Management Lives!!
Don McNatty, PSP, F AACI
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January 2014 Construction CPM Conference – Walt Disney World
25+ years Primavera experience
• Oracle Primavera Software
• Oracle Primavera Certified Training &
Implementation Specializations
• Project Support Services – administrators,
schedulers, estimators
• Global, dedicated environment, hosting services
Primavera OPPM, P6 EPPM, P6 Pro, Primavera Unifier, Contract Management, BI
Publisher, UCM/Sharepoint, P6 Risk, AutoVue and Analytics
Hard Dollar, Acumen Fuse, Ecosys, Prism G2, US Cost, Microsoft Dynamics…
Global Data Centers in USA, London, Singapore and Brisbane
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January 2014 Construction CPM Conference – Walt Disney World
Contract Management Lives!
• Primavera Contract Management
– 13.1 (Infomaker/Oracle-MSSQL)
– 14 (BI Publisher/Oracle-MSSQL)
•
•
•
•
•
Deployment Challenges
Deployment Solutions
Extending the life of PCM
Using PCM on tablets
Questions
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January 2014 Construction CPM Conference – Walt Disney World
Oracle Primavera Contract Management
• Formerly called “Expedi1on” • Browser based mul1-‐user database – Document Control – Contract Management – Change Control – Cost Control • Built-‐in integra1on between modules • Basic integra1on with P6 schedules • Version 14 provides – Oracle Business Intelligence Publisher – Web services API !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Contract Management 13.1
Last version of Infomaker based tool
Infomaker updated from 10.5 to 12
Still 32 bit, does not support 64 bit
Can only be purchased to add additional
licenses to existing 13 deployments
• Adds web services licenses for remote
access
•
•
•
•
• Allows using custom applications to interface
with team members.
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January 2014 Construction CPM Conference – Walt Disney World
Contract Management 13.1
• Screens and menus unchanged from 13.0
• Still supports Jboss and JackRabbit
• Can do versioning using JackRabbit (does not
require UCM or Sharepoint for versioning)
• Relatively easy, two server deployment
• Could run stand alone if needed
• If you have “legacy licenses” (concurrent), this
is the last release supported
• Legacy licenses must “migrate” to Application
(Named) User licenses for Version 14.
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January 2014 Construction CPM Conference – Walt Disney World
Contract Management 14
• Only version available for new purchases
• Redesigned interface to match P6 8.1
• Infomaker replaced by BI Publisher for
better reports and graphics
• BI Publisher is invisible to most users.
• No longer available for stand-alone
operation
• No requirement for MS Word or Excel (uses
BI Publisher to create rtf/csv files)
• No Jackrabbit repository
• Need Sharepoint or UCM to do versioning.
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January 2014 Construction CPM Conference – Walt Disney World
Contract Management 14
• Web services support
• Allows using custom applications to interface
with team members.
• Different deployment than 13.x
• Weblogic is more complex than Jboss.
• BI Publisher requires it’s own server and specific
Oracle components.
• Must have UCM or Sharepoint to do versioning.
• Supports 64 bit Unix/Linux and 32 bit Windows.
• Oracle recommends hosting for small to medium
deployments.
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January 2014 Construction CPM Conference – Walt Disney World
Deployment Options
13.1
Web Users
Web Users
Web Server (Jboss) (Optional)
Database Server + Infomaker + Content Repository (Jack Rabbit) Repository (UCM/Sharepoint) Tier 1 Hos1ng (1-‐10 users) $750/Mo. Add $500/mo for UCM/Sharepoint !"#"$%&'(()
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Web Server (WebLogic) (Optional)
Database BI Publisher Repository Server Server (UCM/Sharepoint) Tier 1 Hos1ng (1-‐10 users) $1,250/Mo. Add $500/mo for UCM/Sharepoint 9
January 2014 Construction CPM Conference – Walt Disney World
Observations
• 14 can be slower than 13.x and more dependent
on local hardware capability
• 14 exports Logs to XLS through menu command
(supports Open Office and Office)
• Screens are crisper and in line with P6
• Different parts work better with Firefox, other parts
with IE8, Java issues can be common
• All forms and reports seemed to work fine – BI is
invisible to users
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January 2014 Construction CPM Conference – Walt Disney World
Purchase, Update or Migrate?
• If you are purchasing new, 14 is only option
• Any version of 10, 11, 12, 13 that has current
maintenance can “upgrade” to 13.1.
– New 13.1 licenses are only available to existing
deployments/users.
– Sybase must be migrated to Oracle or MS-SQL.
• If you have current maintenance under an Oracle
license (you purchased Contract Management after
the merger) – you may be able to “upgrade” to 14
at little or no cost.
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January 2014 Construction CPM Conference – Walt Disney World
Purchase, Update or Migrate?
• If you have a “legacy license” (purchased contract
Management before merger – concurrent licenses)
– you can “upgrade” to 13.1 or “migrate” to 14
– Migrations may result in additional cost for software or
maintenance – each case must be submitted to Oracle
for pricing
– Current ratio on migrations is up to 2 Application Users
(Named) for each concurrent license but no increase in
annual maintenance charge.
– You add users to 13.1 or 14 through custom interfaces
with web services licenses – 25% of the cost of a full
license.
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January 2014 Construction CPM Conference – Walt Disney World
Deployment Challenges • Java versions on local clients – most common support call for our hosted clients. • “Version control” is an image of the default form. • “Version control” does not print an audit trail. • PCM input forms are not customizable. • PCM security does not support field level seangs. • PCM can be cumbersome to use on a tablet. • PCM has limited built in workflow based review/
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January 2014 Construction CPM Conference – Walt Disney World
Deployment Solu2ons • API or web services will allow custom interfaces (screens) to access PCM database while preserving built in rules – Allows you to create role based interfaces. – Use programming to support “intelligent” fields. – Control what data people have access to. – Insure security and confiden1ality of data. – Web service licenses cost 25% of full PCM licenses – Expand PCM func1onality and increase the life of your PCM with web services. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Web Service Solu2ons • San Diego Gas & Electric (Sunrise Powerlink) Needed to support remote entry of Daily Construc1on and Environmental Reports with over one hundred custom fields, aligned with the P6 schedule, closed and reported to management by 10AM following day for 200+ users. • Los Angeles Metro Rail ($40B Measure R) Need to facilitate contractor document submigal in a support free environment while insuring the security of the PCM database, suppor1ng intelligent custom fields for 200+ remote users. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
San Diego Gas & Electric • MLM Project Services Inc. is a wholly owned subsidiary of DRMcNagy & Associates. • MLM developed it’s Contract Management Interface (CMI) 5+ years ago to resolve issues related to PCM security when allowing contractors direct access to input documents. • CMI is easily customizable to meet organiza1on or program specific requirements. • SDG&E’s CMI supports RFI’s, Submigals, Transmigals and two types of Daily Reports. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Construc2on Engineering Inspector • Inspectors of different disciplines submit daily reports into PCM. • Custom fields, links to P6 and role based screens configured to include ONLY data they use. • Reports are submiged electronically on a daily basis, reviewed by discipline leads, and results reported to management by 10AM the following day. • Supports three levels of review and approval. • Inspectors never work inside Contract Management. • Regulatory reports produced directly from PCM. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Schedule Status • Input includes link to P6 schedule ac1vi1es – Using P6 Codes, inspector uses dropdown to select ac1vity. – P6 Steps displayed, inspector simply checks completed. • Once approved by leads, schedulers update P6 to provide daily status – Inspectors status ac1vi1es with no P6 knowledge. – Schedulers provide an extra level of accuracy to cross-‐check what inspectors were repor1ng. – Daily schedule updates are based on actual field input coordinated with the P6 schedule. – Schedule update is manual but could be automated. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Timeline for Report Processing !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
General Informa2on • PCM 12 style screens carried over to CMI • Custom fields and labels placed where logical !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Separate Screens for
Environmental Monitors
1. Environmental Monitors submit reports DAILY with information on all mitigation measures
that are reportable to CPUC.
2. Reports are reviewed and approved DAILY.
3. Weekly, this information is submitted to CPUC from these reports.
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January 2014 Construction CPM Conference – Walt Disney World
Schedule Updates • Tracks mul1ple ac1vi1es in one report • This screen finds the correct ac1vity and then lists the “Steps”. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Contract Management Interface • Custom screens were created to simplify the data entry, focused on areas the inspectors need to fill in • All key areas of input (Labor, Equipment, Visitors, Schedule) are 1ed to the P6 ac1vity dropdowns—allowing inspectors to iden1fy BY LOCATION where work was performed • Scheduler received a printed daily report by ac1vity but upda1ng could have been automated !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Summary Repor2ng !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Results Summary • Approximately 250 monitors/inspectors in field. • Approximately 90 daily reports submiged EVERY DAY – 500+ daily reports submiged PER WEEK. • Es1mated 1me to complete each daily report by monitor/inspector—15-‐20 minutes – Old way, another 20-‐30 minutes per report for data entry. – Old way cost $15k to $25k per week. – New way costs $10k to $15k per week . – Savings = $5k to $10k per week = up to $500,000 per year. – BONUS: Reports to CPUC are automated and available 2-‐3 days earlier. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Key Success Factors • Screens kept simple and focused on end-‐user data entry requirements • Wherever possible, dropdown lists were used • Automated Email No1fica1on helped speed the approval step • Custom repor1ng simplified the status, repor1ng and schedule update process • Link to P6 with ac1vi1es and P6 codes streamlined the schedule upda1ng process !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Benefits • Provides rapid response to issues that might arise, either from a construc1on perspec1ve OR from an environmental perspec1ve—either of which could impact work progress • Provides ability to update P6 Schedule DAILY with accurate progress. Inspectors are not required to understand the complexi1es of the P6 schedule, but input based on common-‐knowledge pick lists • Weekly reports to Agencies can be accomplished on 1me with minimal administra1ve efforts !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Los Angeles Metro Rail • Measure R -‐ a $40B transporta1on program • Largest concerns: PCM security when allowing contractors direct access. License costs to support 100’s of external users. Cost of IT support to external users. • CMI is easily customizable to meet organiza1on or program specific requirements. LA Metro includes: RFI’s, Requests for Change, Submigals, Cost Proposals, General Correspondence. In process of adding an internal Change Management module. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Los Angeles Metro Rail Simple Logon. No
Java required.
Application Menu
includes real time
status reports and
online User Guide.
Status reports can be
output to PDF, Excel,
CSV and RTF for
contractor use.
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January 2014 Construction CPM Conference – Walt Disney World
Los Angeles Metro Rail Online Users Guide with graphic examples and instructions
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January 2014 Construction CPM Conference – Walt Disney World
Los Angeles Metro Rail Up to 5 attachments
are posted into
SharePoint
Repository.
Multiple attachments
can be put into Zip
files.
Large files (due to
PCM limitation) can be
directly uploaded to
SharePoint and then
attached as a URL.
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January 2014 Construction CPM Conference – Walt Disney World
Key Success Factors Simple, organiza1on standard screens similar to PCM. Ease of data entry through “intelligent” fields. Heavy use of default values and dropdown lists. Automated Email No1fica1ons to contractors and administrators. • “Clock” starts as soon as the “Submit” bugon is clicked. • Contractors s1ll use their internal project administra1on tools and then submit their document in a pdf using CMI screens. Copy/paste simplifies data input to CMI. •
•
•
•
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January 2014 Construction CPM Conference – Walt Disney World
Benefits • Preserved security of PCM database by keeping the contractors in their own separate interface. • Reduced internal costs through tasking the document creator with doing the data entry to PCM. • Reduced costs because CMI users only need a web service license at 25% the cost of a full license. • The “real 1me” status reports reduce requests to Metro admin’s to provide reports to contractors. • Runs in most any environment including PC’s, Mac’s. iPads, Androids & Surface Pro. No Java required. !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Web service apps can run on iPad
• iPad browser (Safari) or SkyFire
• Web access through 3G or WiFi
• Fully functional except for attachments
– iPad OS (iOS) does not support file attachments
– Attachments would be emailed to an admin
• Cost effective mobile solution
– RFI’s, Submittals, Proposals, Daily Reports
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January 2014 Construction CPM Conference – Walt Disney World
Contract Management Interface
• Uses iPad browser (not an app) • Modules can be customized • Screens auto-‐fill most fields !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Remote Daily Reports
•
•
•
•
Uses iPad or external keyboard Same tabs as CM 13/14 Custom fields can be put on any tab Use Copy/Paste to add text • Spell check bugon • Look ups direct to CM13/14 !"#"$%&'(()
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January 2014 Construction CPM Conference – Walt Disney World
Summary
• CM 14 is the future, CM 13 “sunsets” in 2015.
• CM 13 licenses are “perpetual” and can be used as
long as needed.
• Web services are a relatively inexpensive way to
customize and extend the functionality and life of
Primavera Contract Management.
– Additional costs are monthly hosting & custom
programming (if needed).
– Offset by reduced license and implementation costs
compared to alternatives.
– Offset by reduced costs for data entry, external IT
support and data security exposure.
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January 2014 Construction CPM Conference – Walt Disney World
Final Comment
“Your project stakeholders want role based,
easy to use interfaces to participate in the
project management and control
environments.
Project Controls teams need to be prepared to
manage the “complexity behind the simplicity”
Thank you
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January 2014 Construction CPM Conference – Walt Disney World
UPCOMING EVENTS
The DRM/MLM
team is
participating in
these
upcoming
events.
Hope to see
you there!
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January 2014 Construction CPM Conference – Walt Disney World
DRMcNatty monthly e-newsletter
Get updates on the latest news,
events and upcoming webinars.
Sign up for our newsletter or get a final copy of the slides used in
this presentation on our website www.drmcnatty.com
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