Managing Contracts in Primavera Contract Manager Rel. 12 (Oracle)
COURSE OUTLINE:
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 windowCREATING 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