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New Features in Primavera Prime 15.2

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Page 1: Whats new in Primavera Prime 15.2?

New Features in Primavera Prime 15.2

Page 2: Whats new in Primavera Prime 15.2?

COPYRIGHT & TRADEMARKS

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Page 3: Whats new in Primavera Prime 15.2?

CONTENTS

New Features in Primavera Prime 15.2 .........................................................1 Document Collaboration .................................................................................2

Drag and Drop Upload ..................................................................................3 Link Documents to Activities .......................................................................4 Browser Integration .......................................................................................5

Risk Analysis ...................................................................................................6 Apply Activity Uncertainty ...........................................................................7 Enter Risks Without Assigning a Risk Matrix ..............................................8 Modify Assigned Risk Matrix Data ..............................................................9 Enter Response Plan Data in the Risk Register ..........................................10 Display Risk Analysis Data on the Activities Page ....................................11

Criticality Index ..........................................................................................12 Filter Items in the Tornado Chart ................................................................13

Schedule Management ...................................................................................14 Advanced Filters .........................................................................................15 Cut/Copy and Paste Options .......................................................................16 View Availability When Assigning Resources and Roles ..........................17 Leveling Enhancements ..............................................................................18 Resource and Role Assignment User-Defined Fields .................................19 Link Scope Assignments to Activities ........................................................20 Scheduling and Leveling Logs ....................................................................21 Background Services ...................................................................................23 P6 XML Import ...........................................................................................24

Calendar Enhancements ..............................................................................25 Resources .......................................................................................................27

Project Resources and Roles .......................................................................28 Resource and Role Analysis .......................................................................30 Import Resources and Roles from P6 EPPM ..............................................31

Cost Management ..........................................................................................32 Budgets ........................................................................................................33

Budget Exchange Rate ................................................................................34 View Budgets on Cost Sheet .......................................................................35 Cost Categories ...........................................................................................36

Reports ...........................................................................................................37 BI Publisher Layouts ...................................................................................38

Report Enhancements..................................................................................39 Scope Management .......................................................................................40

Reporting Cycles and Periods .....................................................................41 Time-Phased View Enhancements ..............................................................42 Scope Assignment Progress Rollup ............................................................43 CBS Codes Assigned to Scope Items .........................................................44

Platform .........................................................................................................45

Configuration Menu Enhancements ............................................................46 Map Viewer Enhancements ........................................................................47

Field Enhancements ....................................................................................48

Location Enhancements ..............................................................................49

Page 4: Whats new in Primavera Prime 15.2?

Field Relabeling and Localization Enhancements ......................................50 Dashboard Enhancements ...........................................................................51

Discussions ..................................................................................................53 Project Threshold Alerts .............................................................................54 Sharing ........................................................................................................55 Update Progress Enhancements ..................................................................56

Prime Mobile .................................................................................................57 Springboard Navigation ..............................................................................58 Project Overview .........................................................................................59 Documents View .........................................................................................60 Briefcase Sorting and Filtering ...................................................................61 Activity Filtering .........................................................................................62 Display Project IDs .....................................................................................63 Social Collaboration ....................................................................................64

Today Widget ..............................................................................................65 Photo Markup ..............................................................................................66 Capital Plans Timeline (iPad Only) ............................................................67 Dashboard Enhancements (iPad Only) .......................................................68

Page 5: Whats new in Primavera Prime 15.2?

1

New Features in Primavera Prime 15.2 New features include:

Uncertainty and risk response plans

Drag and drop upload of documents

Project reporting cycles

Project resources and roles

Manage project budgets

Leverage BI Publisher layouts

Discussions

Manual time-phased distribution of scope values

Photo markup in Prime Mobile

Page 6: Whats new in Primavera Prime 15.2?

Document Collaboration

2

Document Collaboration Document collaboration enhancements in Prime 15.2 include:

Drag and drop upload

Link documents to activities

Page 7: Whats new in Primavera Prime 15.2?

Document Collaboration

3

Drag and Drop Upload

Prime 15.2 allows you to drag and drop multiple documents to quickly easily upload them in bulk.

To access this feature: Click Documents on the Project menu.

Page 8: Whats new in Primavera Prime 15.2?

Document Collaboration

4

Link Documents to Activities

Link supporting project documents directly to activities in Prime 15.2. Members of the project team can view or edit

the documents.

To access this feature: Click the Documents detail window on the Activities page.

Page 9: Whats new in Primavera Prime 15.2?

Document Collaboration

5

Browser Integration

In Prime 15.2, access documents in a Web browser without having to log into the application or set up desktop

integration. Navigate through project and capital plan folders to view or download associated documents.

To access this feature: Open a Web browser, and enter the WebDAV URL in the Address bar. The URL can be found on the Documents

page in Prime or use http://<primeserver:port>/primedav/webdav (Error! Hyperlink reference not valid.) to start at

the root directory.

Page 10: Whats new in Primavera Prime 15.2?

Risk Analysis

6

Risk Analysis Risk analysis enhancements in Prime 15.2 include:

Risk Criticality Index

Apply Activity Uncertainty

Enter response plan data in Risk Register

Page 11: Whats new in Primavera Prime 15.2?

Risk Analysis

7

Apply Activity Uncertainty

The Apply Activity Uncertainty feature allows you to quickly assign uncertainty to the durations of all activities in the

project. Minimum, most likely, and maximum durations can be assigned as a percentage of the activity's remaining

duration.

To access this feature: On the Activities page, click the Actions menu, then Apply Activity Uncertainty.

Page 12: Whats new in Primavera Prime 15.2?

Risk Analysis

8

Enter Risks Without Assigning a Risk Matrix

Prime 15.2 allows you to enter risk information without assigning a risk matrix. This allows you to create risks and

assign them to activities before you finish developing your risk assessment criteria.

To access this feature: On the Project menu, click Risks, then Register.

Page 13: Whats new in Primavera Prime 15.2?

Risk Analysis

9

Modify Assigned Risk Matrix Data

Prime 15.2 enables you to update risk matrix data after it has been assigned to risks. Probability, schedule, and cost

thresholds make up a risk matrix; the matrix assigned to a project determines the scores and impacts for its risks.

After data is updated, risk scores and impacts are updated accordingly.

To access this feature: Change the assigned risk scoring matrix on the Risk Register page. Click Risks on the Project menu, then Register.

To edit risk matrices and thresholds, click Configure, Data on the Workspace menu.

Page 14: Whats new in Primavera Prime 15.2?

Risk Analysis

10

Enter Response Plan Data in the Risk Register

Enter Response Plan Data Directly in the Risk Register

The Risk Register in Prime 15.2 includes columns for post-response probability and impacts, allowing you to enter

response plan data directly in the Risk Register without navigating to the Response detail window.

To access this feature: On the Project menu, click Risks, then Register.

Page 15: Whats new in Primavera Prime 15.2?

Risk Analysis

11

Display Risk Analysis Data on the Activities Page

Prime 15.2 allows you to add columns and Gantt chart bars to the Activities page for risk analysis outputs. View

criticality index, optimistic/pessimistic dates, and P50 dates to compare to the current project data and evaluate risk

analysis results.

To Access this feature: Click the Settings button at the top of the Activities page. Use the Columns tab or Bars tab to add risk analysis

outputs to the page.

Page 16: Whats new in Primavera Prime 15.2?

Risk Analysis

12

Criticality Index

A new calculation -- Criticality Index -- is calculated automatically during the risk analysis. It shows the percentage of

iterations an activity was on the critical path during the analysis. Use this new risk output to evaluate the likelihood of

an activity being critical and analyze the most important activities from the analysis.

To access this feature: Criticality index is calculated automatically during the risk analysis. On the Project Menu, click Risks, Run Analysis.

Page 17: Whats new in Primavera Prime 15.2?

Risk Analysis

13

Filter Items in the Tornado Chart

The tornado chart in Prime 15.2 includes a filter for sensitivity value. Risks that do not meet the defined sensitivity

threshold will not be displayed in the chart, allowing you to view only the most important risks.

To access this feature: Click the Settings button at the top of the Tornado Chart page.

Page 18: Whats new in Primavera Prime 15.2?

Schedule Management

14

Schedule Management Schedule management enhancements in Prime 15.2 include:

Advanced filters

Leveling enhancements

P6 XML import

Link scope assignments to activities

Page 19: Whats new in Primavera Prime 15.2?

Schedule Management

15

Advanced Filters

In Prime 15.2 you can create and save filters at the personal, project, or workspace level. Standard filters are also

provided.

To access this feature: On the Activities page, click the Filter icon, then Manage Filters.

Page 20: Whats new in Primavera Prime 15.2?

Schedule Management

16

Cut/Copy and Paste Options

Prime 15.2 provides options for which data types to include when you cut/copy and paste activities.

To access this feature: On the Activities page, use the Row Actions menu to cut or copy, and then paste an activity.

Page 21: Whats new in Primavera Prime 15.2?

Schedule Management

17

View Availability When Assigning Resources and Roles

When assigning a resource or role in Prime 15.2, a histogram provides information on the resource or role's

availability, including available and assigned units.

To access this feature: On the Activities page, Resource Assignments detail window, select a resource or role to assign, and then click Show

Details.

Page 22: Whats new in Primavera Prime 15.2?

Schedule Management

18

Leveling Enhancements

Prime 15.2 allows you to level resources to resolve overallocation. You can also use activity codes to define leveling

priorities.

To Access this feature: On the Activities page, click the Actions menu, then Level.

Page 23: Whats new in Primavera Prime 15.2?

Schedule Management

19

Resource and Role Assignment User-Defined Fields

Prime 15.2 allows you to create custom fields for use with resource and role assignments. You can assign these fields

to resource assignments to track data that is specific to your organization.

To access this feature: On the Workspace menu, click Configure, Objects, Resource Assignment, then the Configured Fields tab.

Page 24: Whats new in Primavera Prime 15.2?

Schedule Management

20

Link Scope Assignments to Activities

Link one or more scope assignments to an activity in the Activities view. You can also calculate an activity's

completion percentage using the completion percentages of assigned scope assignments.

To access this feature: Click the Scope Assignments detail window on the Activities page.

Page 25: Whats new in Primavera Prime 15.2?

Schedule Management

21

Scheduling and Leveling Logs

When scheduling or leveling in Prime 15.2, you have the option to view a log containing information relevant to the

job.

Scheduling Log

Page 26: Whats new in Primavera Prime 15.2?

Schedule Management

22

Leveling Log

To access this feature:

When scheduling a project, select the option to Display scheduling log upon completion. It is also possible to click

View Log to see the log from the previous scheduling job. When leveling, select the option to Display leveling log

upon completion.

Page 27: Whats new in Primavera Prime 15.2?

Schedule Management

23

Background Services

Prime 15.2 includes a Background Services page that lists the processes that are currently running or have been

completed. Background services include the scheduler, leveler, and risk analysis features.

How to access this feature: On the User Control Panel, select your username, then Background Services.

Page 28: Whats new in Primavera Prime 15.2?

Schedule Management

24

P6 XML Import

Prime 15.2 supports XML import from Primavera P6 EPPM, allowing you to quickly import a project that has been

exported from P6.

To access this feature: On the Projects page, click the Import button.

Page 29: Whats new in Primavera Prime 15.2?

Schedule Management

25

Calendar Enhancements

Repeating Holidays

Holiday lists in Prime 15.2 allow for repeating holidays, enabling you to enter a non-work day as a holiday and then

set it to repeat every year.

Page 30: Whats new in Primavera Prime 15.2?

Schedule Management

26

Settings for Holiday on Non-Work Day

Move a repeating holiday -- to closest workday, forward, or backward -- if it falls on a non-work day in the future.

For example, New Years Day could be on a Saturday for a calendar that has non-work time on the weekends.

To access this feature: On the Workspace menu, click Configure, Data, Calendars. Select the Summary tab for the options when a holiday

falls on a non-working day. To edit holidays, click Manage, Holidays.

Page 31: Whats new in Primavera Prime 15.2?

Resources

27

Resources Resource-related enhancements in Prime 15.2 include:

Project resources and roles

Resource and role analysis

Page 32: Whats new in Primavera Prime 15.2?

Resources

28

Project Resources and Roles

Prime 15.2 allows you to manage resources and roles at the project level. Limit the number of resources and roles

available to be assigned in a project, and define their availability. You can also create project-specific resources that

will not be available to other projects.

Project Resources

Page 33: Whats new in Primavera Prime 15.2?

Resources

29

Project Roles

To access this feature: On the Project menu, click Resources, then Resources or Roles.

Page 34: Whats new in Primavera Prime 15.2?

Resources

30

Resource and Role Analysis

Prime 15.2 allows you to view resource and role usage for a project via a histogram and table with adjustable time-

phased view.

Identify where resources and roles are under- or overallocated.

View staffed and unstaffed role allocations to identify staffing needs.

Analyze short- and long-term resource demand, availability, and utilization.

To access this feature: On the Project menu, click Resources, then Analysis.

Page 35: Whats new in Primavera Prime 15.2?

Resources

31

Import Resources and Roles from P6 EPPM

Prime 15.2 allows you to import resources and roles from P6 EPPM using the Gateway integration. After this

integration is configured, the resource and role dictionaries in P6 can quickly and easily be imported into the root

workspace in Prime.

To access this feature: On the Resources or Roles page of the root workspace, click the Import from P6 button.

Page 36: Whats new in Primavera Prime 15.2?

Cost Management

32

Cost Management Cost management enhancements in Prime 15.2 include:

Track project budgets

Budget exchange rate

View budgets on Cost Sheet

Cost categories

Page 37: Whats new in Primavera Prime 15.2?

Cost Management

33

Budgets

A Budget page is added in Prime 15.2 to track and manage estimated costs for a project -- define the budget and

manage changes and transfers. Budget line items are associated with a Cost Breakdown Structure code and can be

viewed on the cost sheet for the project and workspace.

To access this feature: On the Project menu, select Costs then select Budget.

Page 38: Whats new in Primavera Prime 15.2?

Cost Management

34

Budget Exchange Rate

If the project currency is different than the base currency and the project exchange rate type is floating, the budget

exchange rate can be edited from the Budget page. This rate is no longer editable when budget line items are entered.

To access this feature: On the Budget page, on the toolbar next to Budget Exchange Rate, click Edit.

Page 39: Whats new in Primavera Prime 15.2?

Cost Management

35

View Budgets on Cost Sheet

Use the Cost Sheet to view budget information from one or more budget sources. Budget sources are selected when

creating the Cost Breakdown Structure or modified on the cost sheet itself.

In Prime 15.2 there are two budget sources available:

Manual budget: Based on budget line items entered on the Budget page

Scope-based budget: Based on scope item assignments.

Click on values in the cost sheet to view and analyze the budget data.

To access this feature: On the Project menu, select Costs then select Cost Sheet.

Page 40: Whats new in Primavera Prime 15.2?

Cost Management

36

Cost Categories

Cost categories are added in Prime 15.2 to allow users to further break down costs by CBS codes, providing more

information on costs and areas that may have overages. Cost categories can be added based on four category types:

labor, materials, equipment, and other. When adding budget line items, use cost categories to calculate costs based on

rate, quantity and hours. Use the cost sheet to view costs based on cost categories.

To access this feature:

Create Cost Categories: On the Workspace menu, select Configure, Data and then select Cost Categories Assign Cost Categories: On the Project menu, select Cost then select Budget. View costs by cost categories: On the Project menu, select Cost, Cost Sheet. Select the By Cost Categories

tab.

Page 41: Whats new in Primavera Prime 15.2?

Reports

37

Reports Reporting enhancements in Prime 15.2 include:

Using BI Publisher layouts

Updates to report editor

Page 42: Whats new in Primavera Prime 15.2?

Reports

38

BI Publisher Layouts

Integration with BI Publisher has been enhanced to allow users to create BI Publisher layouts from within Prime. A

new Layouts detail window has been added to create layouts for the selected report. When adding or editing a layout,

BI Publisher is launched with all the features for configuring a layout. When reports are scheduled to run, a layout can

be selected for the output format.

To access this feature: On the Workspace or Project menu, select Reports. Select a report and click the Layouts detail window.

Page 43: Whats new in Primavera Prime 15.2?

Reports

39

Report Enhancements

In Prime 15.2, reports has been updated with the following enhancements:

Baseline Reporting: In previous versions, only a few baseline fields were available for reporting. Now any

field baseline field can be selected in reports. This includes all subject areas except capital plans, capital plan

types, and time-phased reports. Use the Settings tab to select if the baseline field will be from the current or

original baseline. XML Report Output Format: Reports can now be generated or exported using XML format. This allows

XML files to be imported into other custom reporting applications that support XML data models. Report Codes: Codes can now be created and assigned to reports to help organize and group reports on the

Reports page. Additional Subject Areas: In the report editor new subject areas have been added for Resource Assignments,

Risk Response Plans, and Work Packages. Expanded Historical Reporting: In previous versions, historical reporting was available for only few subject

areas. This has been expanded to be available in all main subject areas. Advanced Reports Renamed: Advanced Reports is renamed to Custom Reports for BI Publisher reports.

To access this feature: On the Workspace or Project menu, select Reports.

Page 44: Whats new in Primavera Prime 15.2?

Scope Management

40

Scope Management Scope management enhancements in Prime 15.2 include:

Reporting cycles and periods

Time-phased view enhancements

CBS codes assigned to scope items

Scope assignment progress rollup

Page 45: Whats new in Primavera Prime 15.2?

Scope Management

41

Reporting Cycles and Periods

Reporting cycles and periods have been added allowing project managers to accurately plan and report progress for

projects in required time intervals. Reporting periods are established for each project and could be in increments of

daily, weekly, semi-monthly or monthly depending on duration of project. Reporting periods are different from fiscal

periods as fiscal periods are a part of the accounting process. Reporting cycles for reporting periods are more granular

than fiscal periods. In this release reporting periods are used for scope management.

To access this feature:

Creating Reporting Cycles

On the Workspace menu, click Configure and then Data. Click Reporting Cycles.

Viewing Reporting periods on timescale for scope assignments

Click a work package. Select Time Phase. Click Settings. In the Timescale Interval list, select Reporting Period.

Page 46: Whats new in Primavera Prime 15.2?

Scope Management

42

Time-Phased View Enhancements

The Time-Phased view has been updated to include the following features:

Spreadsheet view: Units for each scope assignment are displayed in a spreadsheet format. Values are spread

over timesheet intervals. Manual curves: In the planning phase before the baseline is set, scope assignment values (quantities and

hours) can be manually distributed over the timescale intervals.

To access this feature:

On the Project menu, select Work packages. Open a work package to view scope assignments. Select Time Phase.

Page 47: Whats new in Primavera Prime 15.2?

Scope Management

43

Scope Assignment Progress Rollup

Scope assignment progress is now rolled up to the scope item level, allowing users to view progress for a scope item

across work packages. On the Scope Items page, a Scope Assignments detail window has been added.

To access this feature: On the Project menu, select Scope, then Scope Items. Click the Scope Assignments detail window.

Page 48: Whats new in Primavera Prime 15.2?

Scope Management

44

CBS Codes Assigned to Scope Items

CBS codes can now be assigned at the scope level so each scope assignment automatically inherits the assigned code.

This eliminates the need to have to assign the CBS code to every individual scope assignment.

To access this feature: On the Project menu, select Scope, then Scope Items. Click the General detail window.

Page 49: Whats new in Primavera Prime 15.2?

Platform

45

Platform Platform enhancements in Prime 15.2 include:

Dashboard enhancements

Discussions

Project threshold alerts

Update progress enhancements

Page 50: Whats new in Primavera Prime 15.2?

Platform

46

Configuration Menu Enhancements

The Configuration menu is renamed Configure and has more comprehensive list data elements to configure:

General: Contains the option for setting the workspace to use Capital Plans.

Data: Contains all the data elements configurable in previously in the Configuration menu. Fields has been

removed (see Objects). Cost Categories and Reporting Cycles have been added.

Objects: Instead of navigating into a single page dedicated to configuring fields and then choosing the object

for which these fields should be defined, navigate to a particular object, and then choose the Configured

Fields tab where fields can be configured. Other items specific to that object can be configured, too.

User Groups: In previous versions this was named Security Groups. Configure groups of users to have a

default set of permissions.

Permissions: In previous versions this was named Security Profiles. Configure sets of permissions for

different areas of the application (Global, Workspace, Project, Capital Plan, Report, Document).

To access this feature: On the Workspace menu, select Configure.

Page 51: Whats new in Primavera Prime 15.2?

Platform

47

Map Viewer Enhancements

In Prime 15.2 the map viewer has been enhanced to navigate to projects using pins on the map. The project map

viewer has been removed from the Details menu and replaced with a map widget to be placed on dashboards,

allowing you to see all your projects on a map for the entire workspace.

To access this feature:

On the Workspace menu, select Configure. Select Data, then Dashboards. Configure a dashboard tile to display Map Viewer.

Page 52: Whats new in Primavera Prime 15.2?

Platform

48

Field Enhancements

In Prime 15.2 three new field data types are added:

Boolean: Check/uncheck a box to create yes/no or true/false functionality without having to create a text field

to enter a value or create a code with the two values. List: Create user-defined field that can be used to select from a list of values. This is similar to codes except

it's a flat list and can be translated to other languages. Date: This field replaces the Start Date and Finish Date fields combining them into just one date field.

To access this feature:

On the Workspace menu, select Configure and Objects. Select an Object and click the Configured Fields tab. Click in the Data Type field to view the new data types.

Page 53: Whats new in Primavera Prime 15.2?

Platform

49

Location Enhancements

In Prime 15.2 locations are enhanced to add locations for projects and resources at the object level, with the option to

save the location to the dictionary for future use. This alleviates the need to add locations to the dictionary first before

they can be referenced on the object.

To access this feature:

For projects, on the Project menu, select Details, then General. For resources, on the Project menu, select Resources, highlight/add a resource, select the Location details

window.

Page 54: Whats new in Primavera Prime 15.2?

Platform

50

Field Relabeling and Localization Enhancements

In Prime 15.2, localization and customization of column labels for standard and configured fields can be directly

updated in the application without using an .XLIFF file. Customizing labels directly gives you the flexibility to update

them as needed per workspace. (Labels can still be updated using the .XLIFF file, affecting labels throughout the

entire application.)

To access this feature: On the Workspace menu, select Configure, select Objects. Then select either the Standard Fields or Configured Fields

tab.

Page 55: Whats new in Primavera Prime 15.2?

Platform

51

Dashboard Enhancements

In Prime 15.2, dashboards are available at the workspace and project level. They replace the Overview pages in

previous versions and are the default landing pages for workspaces and projects. An Overview dashboard, included by

default, contains the same tile information that was presented on the Overview pages in previous versions.

Dashboards are more customizable as they include more than 25 different widgets for the workspace and/or project:

Overview: General information about the workspace or project such as name, ID and description.

Chart: Selected chart configured at the workspace level.

Gantt: Displays projects within the workspace on a Gantt chart based on project start and finish dates.

Map Viewer: Shows the project or all the projects within the workspace on a global map based on location

with map pin(s) showing selected information about the project.

Photo: Displays a selected picture (GIF, JPG, or PNG formats) no larger than 2MB.

Direct Child Workspaces: Lists all child workspaces of the current workspace.

Reports: Displays number of reports available in the workspace or project.

Projects: Displays number of projects available in the workspace.

Capital Plans: Displays number of capital plans available in the workspace.

Resources: Displays number of resources available in the workspace.

Roles: Displays number roles available in the workspace.

Portfolios: Displays number of portfolios available in the workspace.

Activities:Displays number of activities available in the project.

Risks: Displays number of risks in the project.

Documents: Displays number of documents in the project.

Scope Items: Displays number of scope items in the project.

Assignments: Displays number of resources and roles assigned in the project.

Work Packages: Displays number of work packages in the project.

Top 10 Projects: Lists the first 10 projects based on the Sort By field selected.

Top 10 Capital Plans: Lists the first 10 capital plans based on the Sort By field selected.

Top 10 Activities: Lists the first 10 activities based on the Sort By field selected.

Top 10 Risks: Lists the first 10 risks based on the Sort By field selected.

Top 10 Scope Assignments: Lists the first 10 scope assignments based on the Sort By field selected.

Top 10 Work Packages: Lists the first 10 work packages based on the Sort By field selected.

Top 10 Activities Starting This Week: Lists the first 10 activities scheduled to start the current calendar

week.

Top 10 Activities Finishing This Week: Lists the first 10 activities scheduled to finish the current calendar

week.

Page 56: Whats new in Primavera Prime 15.2?

Platform

52

To access this feature: On the Workspace menu, select Configure. Select Data then Dashboards.

Page 57: Whats new in Primavera Prime 15.2?

Platform

53

Discussions

In Prime 15.2, project managers, capital planners, team members, stakeholders can collaborate on everything from

activity status to capital plan performance. Discussions are included on:

Projects Activities Scope assignments Capital plan scenarios Approved capital plans Budget feedback

To access this feature: Go to any page where discussions appear and click the icon to add a comment.

Page 58: Whats new in Primavera Prime 15.2?

Platform

54

Project Threshold Alerts

Prime 15.2 allows users to create project thresholds to monitor how key elements are performing. A system

notification or email is sent to users and/or groups when a threshold is met.

To access this feature: On the Project menu, under Details, select Alerts.

Page 59: Whats new in Primavera Prime 15.2?

Platform

55

Sharing

Prime 15.2 now offers the ability to share pages with other users, and add messages. This feature enhances how team

members communicate project-level information with each other. The following pages can be shared:

Dashboards Reports Documents Cash Flow Cost Sheet Risk (Tornado Chart, Register, Histogram) Project Schedule

To access this feature: Go to any of the pages mentioned above and click the Share icon in the upper right corner of the page.

Page 60: Whats new in Primavera Prime 15.2?

Platform

56

Update Progress Enhancements

In Prime 15.2 the Update Progress page (in previous versions called Status Updates) has been updated with a host new

functionality to improve productivity and usability for team members. The new enhancements include:

Update Progress Page Grid View: The Update Progress page has been updated with a Grid view allowing

team members view additional task information in column format . Show and hide columns, rearrange

columns, and sort tasks by any column. View and Edit Codes and User-Defined Fields in Project Tasks: At the project level on the Settings page,

configure up to 20 activity codes and fields to be viewed and/or updated by the team member. Advanced Project Task Filtering: Filtering options have been updated to include the ability to filter the task

list on a particular WBS and on a custom time frame using any two dates. View Documents associated with Project Tasks: Preview or download documents associated with a task. Update Project Task Progress for Other Resources: Team members can be enabled to update the progress

of other resource assignments on an activity. Email Task Information to External Email Addresses: From the Update Progress page, send email

messages about your tasks to external email addresses.

To access this feature: On the Home menu, select Update Progress. To configure settings, on the Project menu select Details then select

Settings. Click the Update Progress tab.

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Prime Mobile Prime Mobile enhancements in Prime 15.2 include:

Springboard navigation

Photo markup

Documents view

Project overview

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Springboard Navigation

Prime Mobile 15.2 uses uniform icons and intuitive controls, making it easier to navigate the application. Tap a

Navigation icon from the Home menu to view items in a list: projects, activities, scope assignments, documents, or

capital plans (iPad only). Filter and sort these lists, and tap an item to view its details and available actions.

To access this feature: The Home menu is displayed after logging into Prime Mobile.

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Project Overview

Prime Mobile 15.2 contains a Project Overview page, where you can view the most important details of a project such

as name, dates, and location.

To access this feature: From the Home menu, tap Projects, then tap a project to view its Overview.

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Documents View

Prime Mobile 15.2 allows you to view all your documents in one place, without searching through individual projects.

To access this feature: From the Home menu, tap Documents.

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Briefcase Sorting and Filtering

Sort and filter the documents saved in your Briefcase by project name, document name, author, size, and date

modified.

To access this feature: From the Home menu, tap Briefcase, then tap the Filter icon.

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Activity Filtering

Prime Mobile 15.2 allows you to filter activities by project, Work Breakdown Structure, and status.

To access this feature: On the Activities page, tap the Ellipsis, then Filter.

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Display Project IDs

In Prime Mobile 15.2 you can eliminate uncertainty in the project list by optionally viewing project IDs alongside

project names.

To access this feature: From the Home menu, tap Projects.

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Social Collaboration

Find, initiate, and participate in team discussions about projects, activities, scope assignments, and capital plans (iPad

only).

To access this feature: Tap the Discussion icon for a project, activity, scope assignment, or capital plan (iPad only).

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Today Widget

Prime Mobile 15.2 lists due and overdue tasks in the Today widget, and contains an option to access tasks that are

scheduled to start or finish that day. The Today widget is native to iOS devices.

To access this feature: Swipe down on the device lock screen to access the Today widget. If necessary, tap Edit to add Prime to the widget.

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Photo Markup

Prime Mobile 15.2 allows you to annotate photos to provide details about real-world progress, changes, notes, etc.

To access this feature: Tap the Photo icon for an activity or scope assignment. Take a photo or add an existing one, then tap Draw to

annotate the photo.

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Capital Plans Timeline (iPad Only)

Capital Plans Timeline (iPad Only)

The Capital Plans page in Prime Mobile 15.2 contains a Timeline option, where you can compare schedules and

progress for all projects in a single view.

To access this feature: From the Home menu, tap Capital Plans, then Timeline.

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Dashboard Enhancements (iPad Only)

Dashboard Enhancements (iPad Only)

Dashboards in Prime Mobile 15.2 use controls that are optimized for iOS. The ability to view dashboards offline has

also been added.

To access this feature: From the Home menu, tap Dashboards.