New Features in Primavera Unifier 10.1

Transcription

1 New Features in Primavera Unifier 10.1 September 2014

2 COPYRIGHT & TRADEMARKS Copyright 2014, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR , Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services. NOTE: Duplication or distribution of this document without written permission from Oracle Corp. is prohibited.

3 CONTENTS New Features in Primavera Unifier Internationalization...2 Selecting a Language in Unifier...3 Viewing the Internationalization Log...6 Translating Custom Strings...7 Custom Reports Enhancement...8 P6-Unifier Integration...9 Creating Unifier Project...11 WBS/CBS Exchange...12 Viewing a P6 Summary Sheet...14 P6 Data Sources and Cash Flow Enhancements...15 Earned Value Enhancements...18 Resource/Cost-Loaded Schedules...21 Application Installation Process Changes...23 Removal of SmartForms...25 Removal of First Time User Guide...29 Supported Platforms and Technologies...30

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5 New features include: New Features in Primavera Unifier 10.1 Internationalization P6-Unifier integration Application installation process changes 1

6 Internationalization Unifier supports internationalization for the following 11 languages: Chinese (Simplified) [zh_cn] Chinese (Traditional) [zh_tw] English [en] French [fr] German [de] Italian [it] Japanese [ja] Korean [ko] Portuguese (Brazil) [pt_br] Russian [ru] Spanish [es] The enhancement enables selection of a language and formatting of numbers and currency. System strings -- static content that Unifier provides -- are translated. Custom strings -- those designed by the organization -- are not automatically translated but can be translated manually. User input data is not translated. 2

7 Selecting a Language in Unifier New Features in Primavera Unifier 10.1 Unifier 10.1 enables each user to select a language from the list of 11 supported languages. Number and currency formats are based on selected language or region. Enhancements described below are seen in Unifier after signing in: (Select a browser language to display Unifier's Sign In page in the selected language.) User Properties: Language dropdown field that displays the supported languages. This is a required field. Note that Region Format options are not available in User Properties. User Preferences: New tab called Region Format displays options pertaining to internationalization. Time Zone and Date Format options have moved from the Options tab to the Region Format tab. User Preference templates display the same changes as User Preferences. Date formats: Unifier supports additional date formats as part of internationalization. DD.MM.YYYY YYYY-MM-DD MMM/DD/YYYY DD/MMM/YYYY YYYY/MMM/DD M/D/YYYY M/D/YY D/M/YYYY D/M/YY YY/M/D YYYY/M/D YY/MM/DD YYYY/MM/DD Time Zone formats: GMT is replaced with UTC, which is displayed in notifications, calendar pickers, etc. Number formats: Allows users to view numbers in a desired format. In shell dashboard's Edit Block window and cost sheet column definition window, Use 1000 Separator (,) and Negative Number Format fields have been removed. Currency and currency formats: Unifier now supports an additional currency for El Salvador (El Salvador Dollar = SVD), and has added Ecuador currency (code = ECS) in its list of supported currencies. Unifier supports currency symbols for all currency codes where symbols exist. Currency symbols are displayed in currency pickers, shell templates and shell details, dashboards, cost business process upper and detail forms, and in all other forms that display currencies. Region Format tab - Terminology: # symbol: Symbol used to represent the currency symbol. 3

8 Currency symbol placement: Can be placed before or after the digits. Decimal Symbol: Character used as the decimal separator. Digit Grouping Symbol: Character used as the thousands separator. Digit Grouping: Representation of digits with the digit grouping symbol. Negative number format: How negative numbers are displayed. The negative sign can be used before or after the number. Alternatively, the number can be displayed within parentheses. Positive Currency format: How currency symbol is displayed for positive amounts. Negative Currency format: How currency symbol and the negative sign is displayed for negative amounts. Language and number formatting is set to English for current Unifier users who upgrade to Unifier

9 To access this feature: User Preferences: In the logged-in username list in the upper right corner of any Unifier page, select Preferences. Select options in the Region Format tab. User Preference Templates: Navigate to Company Workspace (Admin Mode), Standards & Libraries, User Preference Templates. Create/modify a template's Region Format tab. Update user(s). User Properties: Navigate to Company Workspace (Admin Mode), User Administration, Company Users. Select a language in the General tab. 5

10 Viewing the Internationalization Log A new node called Internationalization is provided to translate custom strings, which are displayed at runtime in logs, records, sheets, print formats, find window, reports etc. Existing customers are provided with migration scripts to extract strings that qualify for custom string translation. After translating strings, click Refresh in the toolbar to populate the Internationalization log with custom strings. Source Type and Source String are the first two columns in the Internationalization log, followed by the 11 supported language columns in alphabetical order. Each source string in Unifier has a source type that represents the category to which a source string belongs -- for example, Data Structure, udesigner, Reports. This field is pre-populated and non-editable. To access this feature: Internationalization Log: Navigate to Company Workspace (Admin Mode), Configuration, Internationalization. In the log, translate custom strings in the supported languages. 6

11 Translating Custom Strings New Features in Primavera Unifier 10.1 After selecting a language, Unifier displays all system strings in the selected language. Translate custom strings such as business process names, form fields, and workflows in one of two ways: Manual: Use the Open option to view, add, or modify translations for a limited number of strings. Uniqueness of string is established by the combination of Source Type and Source string. Export/ Import options: Use these options for translating a large number of strings. This feature is particularly useful for professional product translators. A translatable file format (XLIFF) is provided for the purpose. First, export the strings, complete the translations, and then import the file back into Unifier. Use this method to export translated custom strings from one environment and import into another -- for example, Staging to Production. To access this feature: Internationalization Log: Navigate to Company Workspace (Admin Mode), Configuration, Internationalization. In the log, translate custom strings in the supported languages. 7

12 Custom Reports Enhancement Custom reports in Unifier 10.1 support internationalization. The Report File tab is enhanced to support uploading multiple translated XLIFF files for RTF templates only. Click Add to display the new window, Add Template and Files. Upper section allows selection of the template type and uploading of the report layout file. It displays a field for the template name. All are required fields. Lower section, Translated XLIFF files for the Template, contains fields to upload templates translated in the 11 supported languages. Browse is enabled only when a RTF template is uploaded in the upper section. Multiple template files can be uploaded in the Report File tab as per current functionality. Each displays as a separate row. No language is indicated. Report File tab in external reports is enhanced in the same way as internal reports. The Query tab supports internationalization and number formatting, only if queries are based on Data Definition and Ad-Hoc (also enhanced to identify integers or double). Internationalization and number formatting are not supported if queries are based on data views, which is raw data. Data displays in the way it is stored in the database without any formatting. To access this feature: Custom Reports: Navigate to Company Workspace (Admin Mode), Configuration, Custom Reports. In the log, create/modify custom reports to use templates in the supported languages. 8

13 P6-Unifier Integration New Features in Primavera Unifier 10.1 Summarized P6 data can be exported to Unifier and analyzed in Unifier's Cost Sheet, Cash Flow, and Earned Value modules. Unifier also enables user-defined reports and custom reports based on the integrated data. P6/Unifier integration is managed by the Primavera Gateway application. Project ID in P6 is mapped to Unifier's Project Number. Data exported to Unifier is based on the schedule in P6. Duration-based schedules send just duration data; resource-loaded schedules send duration and unit data; cost-loaded schedules send duration, unit, and cost data. Schedule type is populated in Unifier's project details. Modules impacted in Unifier: Shell Manager: New data element for shell attributes form to support integration based on schedule type. Standards & Libraries: New node called P6 Data Sources that lists all P6 data sources when integration occurs. Schedule Manager: New node, P6 Summary Sheets. Master and Baseline summary sheets capture summarized schedule and baseline data from P6. Cost Sheet: New data elements in cost attributes form support the new CBS codes created by Gateway. Create columns using cost or unit fields (P6 data sources) from P6 summary sheets. Resource Manager: New data elements to support P6 resources (Unifier converts to roles) and expense categories (Unifier maps to new data definition dataset values). Cash Flow: Create Baseline, Forecast and Spends type curves using data from summary sheets. Earned Value: Unifier provides Cost Sheet as source for BCWS and BCWP charts, and a cash flow forecast curve source for the new EAC type curve 9

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15 Creating Unifier Project Unifier projects have special design requirements for P6 integration. New Features in Primavera Unifier 10.1 Detail form of WBS shells must include a new data element, Schedule Type (uuu_int_schedule type). Integration detail form of the shells must also include the same data element. To access this feature: Design/modify shell attributes: Navigate to Company Workspace tab (Admin Mode), udesigner, Shell Manager. Create a shell instance (project) of the modified shell type: Navigate to Company Workspace tab (Admin Mode), Company Sponsored Shells, <Shell Name> node. 11

16 WBS/CBS Exchange P6 activities must be linked to Unifier's CBS codes for a successful integration. The WBS/CBS exchange creates CBS codes in Unifier that map to the WBS hierarchy of the P6 project. The codes are exported from Unifier to create or update CBS codes in P6. The number of CBS segments must match WBS levels and input method (pull-down or text entry). Impacted areas in Unifier Cost code segments now have a default value. Default values are used in P6-Unifier integration. Gateway sends WBS-level data from P6, and Unifier utilizes the default values of segments to create CBS codes within cost sheets. During the manual creation of CBS codes in a cost sheet, default value of segments displays within the Cost Code Selection window. Cost attribute form must have the data elements, Imported from P6 (uuu_cost_imported_from_p6) and Exposed to P6 (uuu_cost_exposed_from_p6). Stand-alone cost sheet templates, and cost sheet in project, program and company have enhanced sheet and column properties. 12 Sheet properties: New check box in Options tab: P6 Integration > Enable P6 sources. If selected, you can create columns that pull data from summary data sheets. Column properties: Published P6 data sources display at the end of Single datasources for columns. New Element field below the Datasource field is required if a P6 data source is selected. Data

17 Format field shows Decimal as a new option. Rollup of data to company/program cost sheet is possible if P6 data sources are used in columns. Current exchange rate is used if project currency is different from base currency. 13

18 Viewing a P6 Summary Sheet Integration results in the creation of P6 data sources and summary sheets in Unifier. P6 summary sheets are the repository of P6 cost values and/or schedule data that is displayed in Unifier's cost sheet, cash flow and earned value modules. View duration-based summary sheets in a new node, P6 Summary Sheets, under Schedule Manager. A summary sheet is automatically created for the main P6 project schedule (Current Schedule) and each baseline. Current Schedule is displayed in bold to distinguish it from baseline summary sheets. When opened, the sheets display CBS codes and code names in the first two columns, followed by % Complete and duration columns. Duration fields display calculated data from P6. 14

19 P6 Data Sources and Cash Flow Enhancements New Features in Primavera Unifier 10.1 P6 Data Sources and cash flow P6-related enhancements are seen only when P6-Unifier integration-enabled shells are used. P6 Data Sources is a new node under Standards & Libraries in Company Workspace, Administration Mode. Values defined here are used to pull data from P6 Summary Sheets into cost sheets or cost sheet templates, and act as a dataset for the attribute Type for P6 Summary Sheets. Examples: Current Schedule Summary, Original Baseline Summary, Sanctioned Baseline Summary, etc. Use Publish to make the manually created P6 data sources available to cost sheet columns. P6 data sources created via integration are auto-published. Cash Flow In WBS-level detail curves, create baseline, forecast and spends type curves using data from P6 summary sheets. Use cash flow curves for forecasting and what-if analyses. Use the forecast curve as a source for the EAC curve in Earned Value. Baseline curve properties Duration Based: In the Schedule section of baseline and forecast curve properties, a new schedule picker is available -- Use dates from P6 Summary Sheet with a Select button and a required Data Type list below it. Data Type data set values are Planned and At Completion. Unifier uses the Start and Finish dates of the selected data type (for example, Planned Start and Planned Finish, if Planned is the selected data type). 15

20 Resource Loaded or Cost Loaded: Distribution has an additional option, Use data from P6 Summary Sheet with a Select button and a required Data Type pulldown field below it. Data set values are Planned, At Completion, and At Completion Period. The selected option determines the spread of that type. Forecast curve properties are enhanced similar to baseline curve. They differ in Data Type data set values. Duration Based: Schedule data type options are At Completion and Remaining. Resource/Cost Loaded: Distribution data type options are At Completion, At Completion Period, Remaining, and Remaining Period. Spends curve properties Duration Based: no change Resource/Cost Loaded: Displays a new Cost option, Use Actuals from P6 Summary Sheet. When selected, Unifier draws the spends curve with Actual Cost spread, Actual Start Date and Actual Finish Date. Curve Details Duration Based: Editing is enabled. Functionality availability is based on selected distribution option manual or auto by default profile per WBS. Resource/Cost Loaded: Detail sheet is disabled for editing. Bulk Edit and Import are disabled. 16

21 To access this feature: In a project's User Mode, navigate to Cost Manager, Cash Flow. Create/modify cash flow detail curves using P6 data sources from P6 summary sheets. 17

22 Earned Value Enhancements Use Earned Value functionality to view and compare the project's schedule and cost to baseline values. (Earned value enhancements are only seen in shells enabled for P6-Unifier integration.) Duration Based Schedule In a duration-based schedule, the General tab of EV curve properties has Cost Sheet available as a Source option in addition to the Schedule Manager option. When source is Cost Sheet: BCWS and BCWP curves can pull data from P6 summary sheets via cash flow curves. New EAC curve type is available in which At Completion data from P6 summary sheets is used to draw EAC curves. BCWS curve properties display: Budget pulldown to display cash flow detail curves. Curve pulldown to display baseline and custom curves from the selected detail curve. BCWP curve properties display: Progress list with percentage columns from the cost sheet, plus a new P6 Schedule option. With P6 Schedule option selected, % Complete per CBS, drawn from the master summary sheet and BAC per CBS, drawn from BCWS curve are used to calculate the Progress spread. This, in turn, is used to draw the BCWP curve. Progress Amount (= BAC * % Complete). Unifier maintains the progress spread information for each data date per CBS, updating it each time integration occurs. EAC curve properties display: EAC pulldown to display cash flow detail curves. Curve pulldown to display forecast and custom curves from the selected detail curve. Drawn by scale. ACWP curve properties display Cash Flow pulldown to display cash flow detail curves. Curve pulldown to display actual and custom curves from the selected cash flow detail curve. Drawn by scale. Custom curves have not been enhanced in this release. 18

23 Resource Loaded / Cost Loaded Schedules The General tab of EV curve properties has Cost Sheet as a Source option. Time Scale data set displays Year, Quarter, Month and Week options because data is drawn from P6 summary sheets. Time Scale format depends on the selection. BCWS curve properties displays: Budget pulldown to display P6 summary sheets (required). Spread pulldown to display relevant cost spread from the selected summary sheet (required). Apply From date picker to designate start of spread; auto-populates with data date from P6 but can be modified. BCWP curve properties displays Progress pulldown to display % columns from cost sheet plus a list of all P6 summary sheets. With a P6 summary sheet selected, Spread pulldown to select the Cost whose spread is used to draw the BCWP curve. Spread options Actual Cost, Actual Period Cost EAC curve properties display EAC pulldown to display all P6 summary sheets from that shell. Spread pulldown to select the Cost whose spread will render the EAC curve. Spread options At Completion Cost and At Completion Period Cost ACWP curve properties display above the previous Cost Sheet Column and Cut-off Date fields: 19

24 Cash Flow pulldown to display cash flow detail curves. Curve pulldown to display actual and custom curves from the selected detail curve. Custom curves have not been enhanced in this release. To access this feature: In a project's User Mode, navigate to Cost Manager, Earned Value. Create an earned value item with BCWS, BCWP, ACWP and EAC curves. 20

25 Resource/Cost-Loaded Schedules New Features in Primavera Unifier 10.1 In resource-loaded schedules, the P6-Unifier integration solution enables Unifier to receive P6 resource units and expense categories, and calculate costs using P6 data. P6 resources are converted to roles; P6 expense categories map to dataset values of a new data definition. Assign all imported roles with rate values for correct cost calculations. P6 Summary Sheets log displays Recost that is used to refresh cost calculations (using units data from P6 and role rates / exchange rates data from Unifier) in resource loaded integration. No calculations are required in cost loaded schedules. Design considerations: In the Role attributes form, include the following four data elements to support integration with resource/cost loaded P6 schedules: uuu_role_type (Role Type) uuu_role_id (Role ID) uuu_role_uom (UOM) uuu_role_imported_from_p6 (Imported from P6) Define the integration template and add these data elements to the integration detail. 21

26 To access this feature: Role Attributes form: Navigate to Company Workspace (Admin Mode), udesigner, Resource Manager. Open Role Attributes and modify the detail form and integration details. Role properties: Navigate to Company Workspace (Admin Mode), Company Workspace node, Resource Manager, Roles. Modify roles (auto-created from P6 resources) by adding rates. P6 Summary Sheets: In a project's User Mode, navigate to Schedule Manager, P6 Summary Sheets. Select summary sheets in the log and click Recost to calculate cost values. 22

27 Application Installation Process Changes New Features in Primavera Unifier 10.1 Unifier 10.1 provides the option to unpublish Primavera Unifier Project Controls designs in the Staging environment at the time of application installation. Prior to this release, when Project Controls was installed in the Staging environment, all preconfigured designs like business processes and shell attribute forms were marked as published. As a result, customers were restricted in modifying/deleting published design components like data elements and workflows. A new check box, Set preconfigured designs as unpublished, is provided in the application installation window of the Staging environment. Note that this option is not available in the Production environment. If you install Primavera Unifier Project Controls in the Production environment, then all designs are marked as published. If you intend to modify preconfigured designs, install only the main Unifier application files (unifier_#.zip [where # represents the Unifier version number] folder) in Production. Do not install Primavera Unifier Project Controls zip folder. Make the necessary changes to the preconfigured designs in the Staging environment. Create a production design bundle and then import the modified designs into the Production environment. 23

28 Impacted areas in Unifier After a successful installation, log into the product, then navigate to Company Workspace (Admin Mode), udesigner node to view the changes in business processes and attribute forms. For example, for each business process: In the Designer: Business Processes log, Published version is reset to 0; Published column is blank. In the Workflows log of workflow business processes, Published Date column is blank. In the Reference Processes log of business processes in which references have been defined, the Published Date column is blank. Designers can now delete data elements, workflows, etc. of unpublished designs in Project Controls. To access this feature: Assuming the licensing agreement includes Primavera Unifier Project Controls, and you have already downloaded Primavera Unifier, proceed to download Primavera Unifier Project Controls from Oracle Software Delivery Cloud ( ( and save the downloaded folders locally. Staging environment: Sign in to Unifier as Administrator, click Applications in the Navigator. Click Install to open the Install Primavera Unifier Application window. Select the Set preconfigured designs as unpublished. Upload Primavera Unifier Project Controls zip folder, complete all required fields and click Install. 24

29 Removal of SmartForms New Features in Primavera Unifier 10.1 SmartForm functionality has been removed from the product in Unifier Corresponding user interface changes are seen in Company Workspace, Administration Mode as follows: Impacted areas in Unifier: Help, Support, Download tab Configuration, Business Process: General Configuration window Business Process Setup: Non-workflow BP (Company Workspace, projects, and project templates) Business Process Setup: Workflow BP, Workflow Setup (Company Workspace, projects, and project templates) Business Process Setup: Workflow BP, Step Settings (Company Workspace, projects, and project templates) Help, Support, Download tab 25

30 Configuration, Business Process Business Process Setup - Non-workflow BP 26

31 Business Process Setup: Workflow BP, Workflow Setup 27

32 Business Process Setup: Workflow BP, Step Settings 28

33 Removal of First Time User Guide New Features in Primavera Unifier 10.1 The First Time User Setup Guide link is removed in the Unifier Sign In page in Unifier First-time Unifier users can access similar information in Unifier Help in the Getting Started section, Primavera Unifier User's Guide, and Primavera Unifier Administration Guide. 29

34 Supported Platforms and Technologies Primavera Unifier release 10.1 now supports: MS Windows 2012 R2 x64 Solaris SPARC 11 x64 (English OS locale and input language ony) Windows Server 2012 R2 x64 AD 2012 Oracle Linux x Oracle 12c ( ) Microsoft SQL Server 2012 SP1 Oracle JDK 1.7.0_67 Oracle JRE 1.7.0_67 Oracle Identity Manager Oracle Access Manager Non-English Locale support Oracle JRE 1.6 is not supported. 30