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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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25+ years Primavera experience
January 2014 Construction CPM Conference – Walt Disney World

•  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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Contract Management Lives!
January 2014 Construction CPM Conference – Walt Disney World

•  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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Oracle Primavera Contract Management
January 2014 Construction CPM Conference – Walt Disney World

•  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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Contract Management 13.1
January 2014 Construction CPM Conference – Walt Disney World

•  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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Contract Management 13.1
January 2014 Construction CPM Conference – Walt Disney World

•  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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Contract Management 14
January 2014 Construction CPM Conference – Walt Disney World

•  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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Contract Management 14
January 2014 Construction CPM Conference – Walt Disney World

•  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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Deployment Options
January 2014 Construction CPM Conference – Walt Disney World

13.1 14
Web Users Web Users

Web  Server   Web  Server  


(Jboss)   (WebLogic)  

(Optional)
(Optional)
Database  Server  +  
Repository    
Infomaker  +   Database     BI  Publisher   Repository    
(UCM/Sharepoint)  
Content  Repository   Server   Server   (UCM/Sharepoint)  
(Jack  Rabbit)  
Tier  1  Hos1ng  (1-­‐10  users)  $750/Mo.   Tier  1  Hos1ng  (1-­‐10  users)  $1,250/Mo.  
Add  $500/mo  for  UCM/Sharepoint   Add  $500/mo  for  UCM/Sharepoint  
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Observations
January 2014 Construction CPM Conference – Walt Disney World

•  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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Purchase, Update or Migrate?
January 2014 Construction CPM Conference – Walt Disney World

•  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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Purchase, Update or Migrate?
January 2014 Construction CPM Conference – Walt Disney World

•  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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Deployment  Challenges  
January 2014 Construction CPM Conference – Walt Disney World

•  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/
approval  processes.  
•  Oracle  future  development  is  focused  on  Unifier.  

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Deployment  Solu2ons  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Web  Service  Solu2ons  
January 2014 Construction CPM Conference – Walt Disney World

•  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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San  Diego  Gas  &  Electric  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Construc2on  Engineering  Inspector  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Schedule  Status  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Timeline  for  Report  Processing  
January 2014 Construction CPM Conference – Walt Disney World

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General  Informa2on  
January 2014 Construction CPM Conference – Walt Disney World

•  PCM  12  style  


screens  carried  
over  to  CMI  
•  Custom  fields  
and  labels  
placed  where  
logical  

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Separate Screens for
January 2014 Construction CPM Conference – Walt Disney World

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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Schedule  Updates  
January 2014 Construction CPM Conference – Walt Disney World

•  Tracks  mul1ple  ac1vi1es  in  one  report  

•  This  screen  
finds  the  
correct  ac1vity  
and  then  lists  
the  “Steps”.  

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Contract  Management  Interface  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Summary  Repor2ng  
January 2014 Construction CPM Conference – Walt Disney World

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Results  Summary  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Key  Success  Factors  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Benefits  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Los  Angeles  Metro  Rail  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Los  Angeles  Metro  Rail  
January 2014 Construction CPM Conference – Walt Disney World

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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Los  Angeles  Metro  Rail  
January 2014 Construction CPM Conference – Walt Disney World

Online Users Guide with graphic examples and instructions

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Los  Angeles  Metro  Rail  
January 2014 Construction CPM Conference – Walt Disney World

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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Key  Success  Factors  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Benefits  
January 2014 Construction CPM Conference – Walt Disney World

•  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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Web service apps can run on iPad
January 2014 Construction CPM Conference – Walt Disney World

•  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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Contract Management Interface
January 2014 Construction CPM Conference – Walt Disney World

•  Uses  iPad  browser  (not  an  app)  

•  Modules  can  be  customized  

•  Screens  auto-­‐fill  most  fields  

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Remote Daily Reports
January 2014 Construction CPM Conference – Walt Disney World

•  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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Summary
January 2014 Construction CPM Conference – Walt Disney World

•  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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Final Comment
January 2014 Construction CPM Conference – Walt Disney World

“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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UPCOMING EVENTS
January 2014 Construction CPM Conference – Walt Disney World

The DRM/MLM
team is
participating in
these
upcoming
events.

Hope to see
you there!

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DRMcNatty monthly e-newsletter
January 2014 Construction CPM Conference – Walt Disney World

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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