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Primavera Contract Manager 12.

1
and Primavera P6 6.2 Integration
Tony Sleva
Chris Stanley
The following is intended to outline our general
product direction. It is intended for information
purposes only, may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, functionality, and should not be
relied upon in making purchasing decision. The
development, release, and timing of any
features or functionality described for Oracle
products remains at the sole discretion of
Oracle.
Overview

• Linking the Two


– Technical Configuration
– Application Configuration
• Transferring Data
– What data can be transferred in each direction
– How to transfer data
• Viewing Data
– Client
– Web
Getting Them Linked – Contract Manager

• JBoss – Contract Manager Server Configuration


• WebLogic – WebLogic Administration Console
• JDBC Connection based on:
– Database Name
– Computer Name
• MSSQL Server Name (example: SERVER)
• Oracle SID (example: CMORA)
– Port
– Database User (default: privuser)
– Database Password (default: privuser)
Getting Them Linked – Contract Manager (cont.)

• Project Configuration
– Set per project within Project Settings
Getting Them Linked – P6.2

• Admin Preferences

• Project Details – Contract Manager Tab


Getting Them Linked – P6.2 Web Application

• Accessing the Cost Worksheet

• Licensing
P6.2 Data within Contract Manager

• Schedule
– Linked through the ‘Schedule’ portion of a module

– Select Activities directly


P6.2 Data within Contract Manager (cont.)
Modules
• Communication
– RFIs, Notices, Noncompliance Notices
• Contract Information
– Contracts, Purchase Orders, Proposals, Change Orders,
Procurement
• Logs
– Drawing Sets, Submittals and Packages, Materials, Daily Reports
• Submittals – Update from Schedule vs. Update from Lead
• Daily Reports – Can optionally be Filtered based on the
Responsibility Project Level Activity Code
• Project Information
– Schedule
P6.2 Data within Contract Manager (cont.)
• Schedule – Live Data

• Control Center
– Summary Data
(Duration % of Original)
Contract Manager Data within P6.2
• Schedule Information – Create and Update Activities
• Update Cost Information – Create and Update Expenses
– Budgeted vs. Committed
• Project Activity Codes
– Responsibility from Vendor Information
– Contracts from Contract Number
– Bid Package from Bid Package Dictionary
– Submittal Activity from Submittal Activities
• Global Activity Codes
– Spec Section from Specification Section Dictionary
• Cost Accounts from Cost Codes
Contract Manager Data within P6.2 (cont.)
• Opening a Project That’s Linked to Contract Manager
Contract Manager Data within P6.2 (cont.)
• The Import from Contract Manager Dialog
Contract Manager Data within P6.2 (cont.)
Import Report

View Results

Launch
Contract
Manager
Contract Manager within P6.2 Web Application

• Adding Contract Manager content


– Click Customize
– Check all desired boxes under the Contract Manager
section
Contract Manager within P6.2 Web Application
(cont.)

• Dashboard vs. Project Workspace


– Dashboard Portlets
• Only can be used to display Cost Worksheet information
• Cost information for every linked project within the dashboard’s portfolio
– Project Workspace Portlets
• Contract Manager modules only appear for linked P6.2 projects
• Example:
Helpful Knowledgebase Articles
• PRIM28360 – How to link a Project Management MSSQL database
to Contract Manager
• PRIM38517 – How to link a Project Management Oracle database to
Contract Manager
• PRIM24755 – How to link Project Management to Contract Manager
using SSL
• PRIM15304 – Can Contractor work with Contract Manager?
• PRIM53745 – Contract Manager portlets do not display in
myPrimavera
• PRIM55839 – Contract Manager Summary Schedule Percent
Complete shows zero when project is in progress
Questions?
Primavera Customer Center:

• http://primavera.com/customer

Primavera Support Contact Information:

• http://primavera.com/customer/contacts.asp
Primavera Maintenance Contact Information:

• http://primavera.com/customer/maintenance.asp

Primavera Training Contact Information:

• http://primavera.com/customer/training/index.asp
Primavera Partners Contact Information:

• http://primavera.com/partners/index.asp

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