Managing Contracts in Primavera Contract Manager Rel. 12 (Oracle)

COURSE OUTLINE:

Description Provides hands-on training for Oracle’s Primavera Contract Manager solution, focusing on project cost control and document management. Additional topics include logging and tracking submittals, recording project communication, awarding procurement items, and using contracts, purchase orders, and trends. Numerous workshops reinforce new functionality and skills.

Prerequisites
Prerequisite: Functional knowledge of MS Windows and Internet Explorer PMI Program Number – 201

Course Content


INTRODUCTION TO CONTRACT MANAGER

    Identify the advantages of using Contract Manager

    Log in to Contract Manager

    Identify Contract Manager’s components in the Main window

    Customize the Project View in the Main window

    Customize the Control Center in the Main window

    CREATING THE COMPANY DIRECTORY


      Add a new company

      Create contacts

      Edit contact information

      Distinguish between group and project contacts

      Copy contacts from another project

      Create distribution lists from contacts in project

      Designate companies or contacts as inactive

    CREATE A PROJECT

      Create a project using the New Project wizard

    TRACKING DRAWINGS


      Review the distribution process

      Record and view drawing logs

      Create transmittals from distribution lists

      Use the transmittal queue

      Package a group of drawings as a set

      Add multiple drawings to the drawing set

      Distribute drawings to project participants

    COMMUNICATING PROJECT INFORMATION


      Create letter templates

      Add letters

      Document a telephone record

      Enter a request for information

      Record an answer to a request for information

    LOGGING AND TRACKING SUBMITTALS


      Document submittals and submittal packages

      Assign a status to submittals

      Identify the responsible person (Ball in Court)

      Incorporate multiple reviewers in the cycle

      Create transmittals from submittals

      Use Dunning letters to notify parties

    DOCUMENTING PROJECT ISSUES


      Define an issue

      Create an issue

      Link documents and attachments to an issue

      Document an issue by searching through project documents and attachments

    RECORDING PROJECT COMMUNICATIONS


      Create daily reports

      Document daily progress

      Generate daily reports and meeting minutes

      Record and print meeting minutes

    MANAGING PROJECT COSTS


      Define the cost process in a project

      View a cost coding structure

      Define the Cost Worksheet

      Explain how document values are distributed

      View the source documents from a cost code

    AWARDING PROCUREMENT ITEMS


      Document bids

      Compare bids

      Award procurement items

    USING CONTRACTS, PURCHASE ORDERS, AND TRENDS


      Add contracts and purchase orders

      Distribute document values to the Cost Worksheet

      Use Trends to account for anticipated costs

    CHANGE MANAGEMENT


      Describe the change management workflow process

      Define change management phases

      Define the Project Settings for document flow

      Create, link, and reference change documents

      Trace estimated, quoted, negotiated, and final change values

    PAYMENT REQUISITIONS


      Determine requisition options

      Generate a requisition from a contract

      Create a schedule of values

      Balance the requisition

      Retrieve approved change orders

      Record status for requisitions

      Distribute actual costs to the worksheet

      Certify and print requisitions

    APPROVAL PROCESS


      Set up an approval process

      Configure the approval process for a document

      Use the approval process

    CUSTOMIZING LAYOUTS


      Create a layout

      Filter a layout

      Sort a layout

      Group a layout

      Export logs to Excel