What's New in Unifier 16.1

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
Oracle Primavera
What’s New in Primavera Unifier 16.1
Ray McEntee - Director, Product Strategy
Krishna Madhuvarsu – Director, Product Strategy
April, 2016
Oracle Confidential – Internal/Restricted/Highly Restricted

Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Summary
• Mobile Application
• Primavera Unifier Gateway Provider Enhancements
• Project Controls Base Configuration
• PM Book Templates
• Primavera Analytics
• Custom Report Enhancements
• AutoVue 3D Support
• Usability Enhancements

Mobile Application
Oracle Confidential – Internal/Restricted/Highly Restricted 5

Primavera Unifier for iOS

• Key Features
– Review the tasks and send them to
next step in the workflow.
– Create Business Process records on
Project or Company level.
– Attach pictures to record right from the
filed where the work is happening.
– Work on your Tasks or create new
records online or offline.
– Available on iPhone and iPad
7
Oracle’s Primavera Unifier Mobile 16.1
Key Features & Benefits
• Benefits
– Cut down the paper work and manual
effort updating tasks.
– Faster turnaround times responding to
tasks.
– Access key task information wherever
you are.
– Executives can now review and
approve the key organizational
processes on the go.

• View list of all the tasks for the
mobile enabled BPs.
• Review, update the information and
submit the tasks for next step in the
workflow.
• Attach pictures right from the
worksite.
• Access Tasks even when offline.
8
Task Management

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 9
Task Management

• View available Projects and
associated BP Logs based on the
user permissions.
• Create Simple and Line Item type
records Online and Offline.
10
New Business Process Records

New Business Process Records

• Create new records or update tasks
locally when offline.
• Sync the local changes when
online.
• View sync statistics to visualize the
volume of changes since last
refresh.
12
Offline

Task Management on iPad

New Records on iPad

Step1
•Enable the BP for Integration
Step2
•Mobile Enable the BP in
Configuration section
Step3
•Pre-configure the user
assignments on Workflow steps
15
Enabling BPs for Mobile Access
Step1
• Enable the BP for
Integration
Step2
• Enable the BP for Mobile
in Configuration section
Workflow
Non-
Workflow

Primavera Unifier Gateway Provider

Use Case
• Provide the ability to be able to use Primavera Gateway to synchronize
Primavera Unifier business processes with external systems via Primavera
Gateway.
• Provides a means to create an integration with an external system without
have to code the integration.
• Typically this is used to create Contracts, Change Orders and Payment
applications in the corporate ERP System and to receive Payment
Information back from the ERP system.

Primavera Gateway – Business Objects
BPs and Shells
that are
supported
within Gateway
are listed.
These objects can be
deployed to the
Unifier Generic
Objects within the
Gateway Dictionary

Primavera Gateway Unifier Dictionary
Depending on the type of
BP, the fields will be
added to the
corresponding Business
Object

Primavera Gateway Dictionary
Using Business Flows
and Mappings within
Primavera Gateway,
the data from
Primavera Unifier
can be mapped into
the corresponding
object. The provider
on the other side
can then then map
into their objects

Unifier Provider
Object
Possible Gateway
Objects
Company Simple VendorEvaluation
Company Line Item Vendor, Timesheet
Company Line Item Detail VendorDetail, TimesheetDetail
Company Costs BlanketPurchaseOrder
Company Costs Detail BlanketPurchaseOrderDetail
Unifier Provider
Object
Possible Gateway
Objects
Project Simple ProjectInformation
Project Commits BudgetChangeOrder,
BudgetItem, Contract,
PurchaseOrder, WorkRelease,
ChangeOrder, POAmendment
Project Commits Detail BudgetChangeOrderDetail,
BudgetItemDetail,
ContractDetail,
PurchaseOrderDetail,
WorkReleaseDetail,
ChangeOrderDetail,
POAmendmentDetail
Available Mappings within Primavera Gateway

Unifier Provider
Object
Possible Gateway
Objects
Project Invoices Invoice, PaymentApplication,
PaymentApplicationtoOwner
Project Invoices Detail InvoiceDetail,
PaymentApplicationDetail,
PaymentApplicationtoOwnerDe
tail
Unifier Provider
Object
Possible Gateway
Objects
Other Project Costs Estimate, BudgetApproval,
BudgetChange, BudgetTransfer,
PotentialChangeOrder,
JournalEntry, Payment,
PaymentFromOwner,
RiskAndIssue,
FundAppropriation
Other Project Costs Detail EstimateDetail,
BudgetApprovalDetail,
BudgetChangeDetail,
BudgetTransferDetail,
PotentialChangeOrderDetail,
JournalEntryDetail,
PaymentDetail,
PaymentFromOwnerDetail,
RiskAndIssueDetail,
FundAppropriationDetail

Unifier Provider
Object
Possible Gateway
Objects
Project Document RequestForSubstitution
Project Document Detail RequestForSubstitutionDetail

Project Controls Base Configuration

New Base Configuration
• Now contains two starting templates
– Owner
– Contractor
• Both templates provide significant starting points for customers to
configure Unifier based on their requirements.
• New Contractor template includes 46 Business Processes, the majority of
which are new.
• Owner template contains 44 Business Process many of which have been
updated/replaced since 15.2.

New Base Configuration
• Setup configuration now uses standard group names rather than generic
groups.
• Incorporates more recent functionality
– Summary Payment Application type SOVs
– Activity Sheets
– Summary Sheets within Cash Flow
• New Project Dashboards with drill down capabilities added.

Owner Project

Contractor Project

PM Book Templates

PM Book Templates
• Since every Asset will have a related PM Book that is based on a template,
if you need to change all PM Books for a type of asset it is an extremely
time consuming effort.
• This enhancement allows you to push changes from a PM Book template to
all PM Books that were created from the template.
• This will significantly reduce the effort required and will ensure all PM
Books are updated.

Business Process Update
New node
in the
navigation
After pressing New the
user selects which
template is the source
of the push.

Business Process Update – General Tab
User then provides a
name for the update
and when it is
scheduled to be run.
The tabs represent the
Upper and all the tabs
of the template.

Business Process Update – Main Form
All the fields from
the Upper form
that can be pushed
are displayed. The
user can then
select which ones
are to be pushed.
A read-only
version of the
template can be
viewed

Business Process Update – Tabs
A read-only
version of the
template lines
can be viewed
The lines to be
updated can be
selected. If a line
does not exist it
will be added.
The user can
then select
which fields are
to be pushed.

PM Book Templates
• After the push, Unifier will recalculate when the next work orders are to be
created.
• It will take into account any new families that are created.
• Line items cannot be deleted, but they can be set to a status that does not
generate a work order.

Primavera Analytics

Primavera Analytics
• Include Space and Level data from Primavera Unifier into Primavera
Analytics
• Quickly identify the amount of space available and where that space is
located.
• Report on rental income from all properties and drill down into specific
properties in order to identify the most profitable.
• Work Order Analysis

New Space Manager configuration
User can select
which Spaces to
include

Space Data
User can select
what data from
the Spaces will
be sent to
Analytics.

Level Data
User can select
what data from
the Level will be
sent to Analytics.

Space Manager Example 1

Space Manager Example 2

Custom Report Enhancements

Creating Custom Reports in BI Publisher
• Provides an easier way to create Data Models over the Primavera Unifier
Data Views.
• Can take advantage of the power of BI Publisher to format the reports.
• Can schedule reports directly in BI Publisher.
• Can be synchronized with Primavera Unifier to allow users to run the
reports.

Reports created in BI Publisher
In the Configurator
you define which
folder contains the
user created reports.
User can create their
own Reports and
Data Models

Configure the BI Publisher Reports
Synchronizing will
make the reports
accessible within
Unifier
Report from BI
Publisher now just
needs to be
published and
permissions granted.

Oracle AutoVue 3D

AutoVue 3D
• Providing the ability for customers to use AutoVue 3D in order to view and
markup 3D models.
• Accessible from the Document Manager and from Business Processes.
• Currently only support either all users using 2D or 3D. Do not currently
support a mixed model.

Document Manager – Uploaded 3D Models

AutoVue 3D

Usability Enhancements

Unifier in browser tab

Left and Top Navigation
Look and feel
updated to be in line
with other PGBU
Products

Email Format
The look of emails from
Unifier have been
enhanced to follow the
same look and feel of
Primavera Unifier forms

Multiple Proxies

File Transfer Option removed
15.2 16.1

Cost Sheet Split
Cost Sheet now splits at
the end of the Cost
Name and scrolls the
right hand side to the
next column

Task Log
Two new columns. First
to display the
attachments to the
record and the second
to display the workflow.

Record Attachments from the Task Log

Workflow History from the Task Log

Workflow Progress access
Workflow Progress
now available
directly from the
in-process record.

New Upload
User can browse to
add files.
The user can also
drag and drop files
and folders onto
the main area

Drag and dropping files to upload
When files are
dragged on the
main area they are
notified if
successful

Create new folders
With the Document
Manager the user can
add new folders

Level Viewer
Drawing and
Spaces still
available.
In order to improve
performance the
Levels log no longer
shows the drawing.

QBT on Business Process for Spaces
This lists all the
Usable Spaces that
this Employee has
been assigned.

QBT on Space for Business Process Records
For this Usable
Space this lists all
the Employees
that have been
assigned.

Summary Payment Applications - Grids
Contracts and
Change Orders of
this SOV type now
support grids.

Summary Payment Applications - Integration
New CA line to
support the
Cost Allocation
CSV Import
New tags in
web service xml
definition
Web Service
Integration

BI Publisher Custom Prints in BP Setup
Custom Prints created
using BI Publisher can
now be used within the
BP Setup.

Technical Enhancements

• For on premise customers only.
• With Oracle Database 12c it is
possible to store large documents
in the database in an efficient
manner.
• The configurator now allows you to
configure the database as a
Repository
Support for documents in the database

• Two new parameters have been
added
– define the maximum size of a file that
can be uploaded.
– Configure what files extensions are to
be blocked (.exe is blocked by default).
Additional Repository Parameters

Resending Emails
• Currently if the email server was not accessible, Primavera Unifier would
attempt to send the emails and if the server was not accessible the email
could be lost.
• With 16.1, if we cannot send an email due to the server not being available,
we will store the email in the database and re-send when the email server
is available.

Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

What's New in Unifier 16.1

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