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To navigate to your Test User Project2 within Unifier within the All Projects Tab,
To view the Cost Sheet of your Test Project,
To create & route a Business Process Record,
To view the Project Schedule Sheet,
To view the Project Cash Flow
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Select your project and double click the project you want to open. Note that in the
above screenshot you see an example Test User Project called Test User 12, you
would be expected to see only one Project which is associated to your username Test
User XX.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Navigate to Document Manager > Documents > Project Documents > General Project
Information. We will upload a document to this folder in DM. If you choose to navigate
to a different folder, please make note of the folder as we will be attaching the file
loaded here to a business process record in later exercises.
Please do upload any type of document from within your local computer, whatever you have.
Once you upload the document into the DMS of Unifier, this document would become visible under that
specific folder with the Revision number 1.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
As per above, please note that there is a very strong permission control within the document
management system.
Also for each document in the system, there is the option called Document Revisions, where the user
can uncheck the box and define that different revisions of a document must have different file names.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Highlight the Project Cost Sheet and click the Open button (or double-click on the
Project Cost Sheet).
Notice that the project cost sheet was built with a tree structure, with parent and child
cost codes. Click the Expand button to show all cost codes.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Notice that there are some pre-defined columns in the cost sheet In a later exercise, we
will route a Budget Approval record through its workflow to assign budget to the project,
against the cost codes shown below.
The column above is defined to show a value against every cost code used in a Budget
Approval record, when the record reaches the status of Approved. Project Cost sheet in
Unifier is a BP process driven sheet where the real time transactions become visible
as time goes by and as the Cost Type Business Process become approved.
What is the column definition for Revised Budget? _____________________________
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
______________________________________________________________________
Now close the View Column window and the project cost sheet.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Select your project and click the Open button (or double-click the project, so please
ensure you select the project with your student number in it.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
From your project, navigate to and expand the Cost Controls folder. Highlight the
Budget Approval node.
Click the Maximize button on the upper tab to expand the form.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Value
Initial Budget for Project
Accept Default Value
Leave blank
Sets initial project budget
Notes
Notice the Amount field is currently at 0.00 as we have not added a line item detail yet.
Click the Restore button to return the upper form to its normal size.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Navigate to the folder to which you uploaded the document in the earlier exercise.
Select the document you uploaded and click OK.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Note that you can enter the Cost Code by typing the code in the field, or by selecting the
button and choosing from the Cost Sheet.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Click OK and repeat the step above, completing the detail form as shown:
Click OK.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Notice that the total of the line items is 1,500,000.00. That value is shown below the line
items and on the upper form of the Budget Approval record.
This will move the Budget Approval record off of the Creation step in the workflow to the
Approval step.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Now that you have chosen the path through the workflow, Primavera Unifier can allow
you to select the Approver from the assignees specified in the Approval step. To do so,
select a recipient in the To field (select yourself).
Once you have selected your account, click the Add button to drop your name to the
Selected Users/Groups pane. Click OK.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Click the Send button to move the record to the Approval step in the workflow.
Make note of the record number assigned to the Budget Approval record. Your record
number may be different than that shown below.
Click OK.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Double-click the Budget Approval task. The Budget Approval record will open.
Click Accept Task to open the record for further routing.
Notice that the record is read-only at this step, per the design.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Notice that there are now three choices in the Workflow Actions pulldown.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Notice that the To field is disabled, as the record is now going to the End step.
Click the Send button. Navigate back to the Budget Approval log and notice that there
is now one record there, in Approved status.
Notice the paper-clip icon next to the document. This indicates it is attached to one or
more BP records.
With that document highlighted, click the View menu and select Linked BP Records.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Notice that the document shows the record number of your Budget Approval record.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Notice the values in the cost code rows correspond to the codes and values you
selected, and the summary rows and total row at the bottom of the cost sheet:
Double-click on one of the hyperlinked values in either of the cost code rows. Notice
that the Cell Details window shows you the selected cost code, the cell total and all the
records that contributed to that total.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Click the Close Window button to close the Cell Details window.
Click OK to close the cost sheet.
Review the Company Cost Sheet using the screen shots below:
Notice the row that corresponds to your Project now has a value in it equal to the
Approved Budget record value.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Once you have navigated to your project, open the schedule sheet using the screen
shots below:
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
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Notice the Start Date and Finish Date. These dates will be used to provide a timeframe
for the cash flow curves.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Once you have navigated to your project > Cost Manager > Cash Flow, note that there
are two predefined families of curves:
Project Cash Flow Capital Planning: This family of curves contains cash flow
data from Portfolio Manager, such as projected budget data.
Project Cash Flow Cost Controls: This family of curves contains cash flow data
from cost business processes, such as budget, actual and forecasting data.
Select the Project Cash Flow Cost Controls and click the Refresh button. This will
ensure the cash flow curves are updated with the latest cost data.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Wait until the Last Saved value changes from In progress to a date.
Notice that there are two curves with data here (Baseline and Forecast), even though
the only cost data we have entered into the project is the budget data. Because our
Forecast curve was defined to start from the end of our Actuals curve and end at the
end of the Budget curve, we have two curves. Based on our cash flow settings, the
curves were distributed as S-curves across the timeframe specified by our schedule.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Notice that there is another curve defined (Actuals). As cost data is entered into
business processes, and as those BPs are routed to Approval, the cash flow curves will
update.
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Primavera Unifier 9.14 / EPPM Day 2014 Hand on Exercises
Copyright 2014, Oracle and/or its affiliates. All rights reserved.