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PCM Enhancement Requests 2011

Oracle Primavera Special Interest Group. PCM Enhancement Requests 2011. OPSIG. www.PrimaveraSIG.com. Categories. Administration Contracts and Change Management Cost Worksheet Invoicing Submittals Email User Defined Fields Technical Project Miscellaneous. 1. Administration.

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PCM Enhancement Requests 2011

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  1. Oracle Primavera Special Interest Group PCM Enhancement Requests 2011 OPSIG www.PrimaveraSIG.com

  2. Categories • Administration • Contracts and Change Management • Cost Worksheet • Invoicing • Submittals • Email • User Defined Fields • Technical • Project • Miscellaneous

  3. 1. Administration • One place to link Users and Company/Contacts • Split security for Budget Contracts, Commit Contracts, Funding Contracts, Purchase Orders (DW) • Security based on Contract Number • Security based on various document attributes (DB) • Ability to have changes to security templates propagate to users assigned to the template

  4. 2. Contracts and Change Management • Draw down contract type – Need to draw $$ down off of a Budget on a regular basis and act as a contract • Multiple Change Management workflows available per project (DW) • Add capability to “Force Account” work (Time and Materials)

  5. 3. Cost Worksheet • Ability to add computed fields (LM) • Availability of Actuals Invoiced and Actuals Paid

  6. 4. Invoicing • Ability to create a Spend Profile over time. (Forecasting expenditures over the life of the project) • Add line items to invoices (DW)

  7. 5. Submittals • When updating a submittal package add a cell for number of copies (LM) • Link Submittals and Drawings (DB) • Ability to pick which submittals or drawings you want to transmit (DB) • User notes for approvers on a review cycle with security attached so other viewers can/cannot see the notes.

  8. 6. Email • Ability to pick attachments to email • Ability to store email information (Subject, detail, attachments, date/time stamp)

  9. 7. User Defined Fields • Ability to have a Company/Contact drop down • Ability to have a computed field • Place UDF’s anywhere on the document

  10. 8. Technical • Bring back the Next and Previous from a document record (LM) • Ability to edit fields on the log (LM) • Make User Login available as a report parameter like :Master_key and :Project_name (RW) • Ability to specify a SharePoint site per project rather than globally • Longer field size for Project Title • Mobile device compatible • Batch Printing(DB)

  11. 9. Projects • Project hierarchy / Master project – Sub Project • “Change” document to move money between master project to sub project or sub project to sub project (DW)

  12. 10. Miscellaneous • Ability to clear BIC (or fix the Actions to work with multiple statuses) • Status dictionary per module • All DB level dictionaries move to the project level – including Spec Section, Equipment etc • Fix the material handling so it works with changes. Including a master material dictionary • RFI Email notification button rather than automated • Ability to assign a “proxy” contact for Action items when someone is on vacation or have left the company

  13. 10. Miscellaneous (cont) • Ability to add multiple modules of the same type • Ability to hide fields

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