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Duration: 3-days !
Prerequisites:!No previous experience working with Oracle Primavera Contract Management is necessary.
Course Description !
Oracle Primavera Contract Management (PCM) is a web based, multi-user, multi-project database system for managing all aspects of a project relating to the contractual relationship. This contractual relationship is the "center of the universe" from the perspective of how PCM manages information. A project may have multiple relationships with contractors within a project. Oracle Primavera Contract Management is designed to allow the users and management to be pro-active in understanding the progress of the project relating to money and communication. • Know when RFI's need to be answered • Know when insurance is about to expire for a contractor • Know when there is a potential for cost over-runs long before the end of the project • Know when submittals must be approved to not affect schedule • Know what changes are affecting the bottom line
Being web based allows the user to login to the system from any machine running a browser to review documents, approve changes and analyze overall costs. Highly interactive and hands-on, attendees will be taken through case studies that allow them to experience real world scenarios and how Oracle Primavera Contract Management can support these.
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Oracle'Primavera'Contract'Management
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Course Contents DAY 1
Lesson 1 – Introduction to Contract Management
! What is Oracle Primavera Contract Management
! Login to Contract Management
! Customize the Project View in the Main window
! Customize the Control Center in the Main window
! Navigation in Contract Management
Lesson 2 – Creating a Project
! Create a project using the project wizard
Lesson 3 – Companies and Contacts
! Add a company
! Create Contacts
! Group vs project companies
! Copy Companies / Contacts
! Using distribution lists
! Inactivate companies / contacts
Lesson 4 – Tracking Drawings
! Record and review the drawing log
! Distribution of Drawings
! Using drawing sets
! Use the transmittal queue
Lesson 5 – Communication
! Enter an RFI
! Record an answer to RFI
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! Document a telephone record
DAY 2
Lesson 6 – Logging and Tracking Submittals
! Understanding submittals and submittal packages
! Identify the submittal workflow
! Using multiple reviewers
! Tracking Submittals
! Use the transmittal queue
Lesson 7 – Project Issues
! Define a new issue
! Link documents and attachments to an issue
! Create issue by searching
Lesson 8 – More Communication
! Create a daily report
! Generate daily Report
! Create meeting minutes
! Generate meeting minutes
Lesson 9 – Managing Project Costs
! Cost code structure
! Cost worksheet
! Understanding the cost worksheet
! Cost code detail
Lesson 10 – Budget, Contracts, Purchase Orders, and Trends
! Adding a budget
! Adding a contract and purchase order
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! Distribute documents to the cost worksheet
DAY 3
Lesson 11 – Change Management
! Change management workflow
! Initiate change management
! Following the CM process
Lesson 12 – Payment Requisitions
! Determine payment requisition options
! Generate from a contract
! Create a schedule of values
! Retrieve change orders
! Progress and certify requisitions
Case Study !!!!!!!!!! !