Project cost control

• All cost transactions leverage Primavera Unifier’s best-in-class workflow capabilities to standardize and automate across the enterprise
  
• Universal linking to all other project business processes and documentation
  
• Full template capabilities to support varying practices across business units, programs, or project types
  
• Manage complex cost breakdown structures and business rules, with either hard-stop or advisory enforcement
  
• Roll-up of all project costs within the project and across the enterprise
  

Bid and procurement management

• Replace manual processes with confidential, web-based access for internal and external users
  
• Send bid invitations, receive and review bids, and maintain all related attachments and communications
  
• Provide bidders with simple bidding forms to foster collaboration and submission of bids
  
• Full vendor management, including vendor preapproval, evaluations, and detailed search capabilities
  
• Automated bid tabulation for all cost and qualitative information
  

Contract management

• Manage all contract types (lump sum, T&M, cost plus, and more) at a virtually unlimited level of detail
  
• Full change management with visibility into risks, trends, and other change-initiating information such as RFIs
  
• Full multicurrency capabilities with the ability to select pegged, hedged, or floating currencies at the transaction level and full roll-up to the project and organizational levels
  
• Integrated with the cash flow module for contract-centric views of baselines, actuals, and forecasts
  
• Attach drawings, specifications, and any other supporting documentation to contract records
  

Cash flow management

• Track baseline budgets, actual costs, and manage forecasts either manually or automatically
  
• View cash flow data both graphically as cash flow curves and in worksheet form for ease of data entry
  
• Utilize actuals from other systems (ERP or others) to automate the update of forecasts using custom curve profiles
  
• Perform cash flow calculations for entire projects, individual contracts, or at cost code level
  
• Linked to Primavera Unifier Capital Planning for top-down and bottom-up visibility and comparison
  

Earned value management

• Synchronize one or many Primavera P6 Projects and their baselines into the Unifier project Activity Sheet
  
• Create resource and role rate sheets that can be assigned to projects and baselines in the Activity Sheet
  
• Retrieve data from the Activity Sheet into Earned Value Management
  
• Earned Value Management graphs showing PV, EV, AC and ETC
  
• Earned Value Management tables that include typical indices including CPI, SPI, TCPI, CV and SV. The tables can be filtered by Project, WBS and CBS
  

Schedule management

• Manage schedule activities with fully configurable metadata at the activity and resource level
  
• Use standalone, or via import/export or integration with Primavera P6 and Microsoft Project
  
• Link activities to business processes, allowing automatic creation and routing of workflow items
  
• Use schedule dates to automatically drive cash flow and earned value functions
  

Design coordination

• Automate creation of projects with routing based on project cost or other parameters
• Maintain latest basis of design documents with revision control
• Manage design reviews across all disciplines with rich commenting capabilities
• Track all design sets throughout your organization’s project phase gate methodologies

Project collaboration

• Maintain automated business processes and logs for meeting minutes, action items, correspondence, and more
  
• Coordinate with external parties via supplemental instructions and design change requests
  
• Enforce compliance to daily, weekly, and monthly reporting schedules
  
• Utilize designer configuration tool to create virtually any business process form and workflow
  

Construction coordination

• Manage notices to proceed, RFIs, submittals, and similar processes
  
• Control the project closeout process with punch lists, closeout checklists, warranties, and turnover documentation
  
• Maintain safety logs with incident reports that are reportable across all projects
  

Phase gate management

• Define organizational standard methods to manage project phase gates
  
• Automatically advance projects through the phase gates using system activities as trigger elements
  
• Modify the system interface automatically as gates are passed, allowing only certain items to be visible, depending on current phase
  
• With permission, allow manual override of trigger items or manually advance projects
  

Fund management

• Manage all funding sources and track consumption at all hierarchy levels
  
• Multilevel allocation, appropriation, and consumption of funds in parallel to project budgets
  
• Automate the entire fund management process with virtually unlimited workflow capabilities
  
• Control consumption of funds manually or by fund ratio or order down to the schedule-of-value level of detail
  
• All funding information across the enterprise rolls up to a single consolidated view for full fund activity visibility
  

Multiscenario planning

• Full visibility of project attributes for prospective projects, at any level of the organization’s project hierarchy
  
• Include/exclude candidate projects from plan based on criteria
  
• View each scenario in an easy-to-use, editable grid format
  
• Sort, filter, and group important project information to analyze and optimize each portfolio
  

Flexible timescales

• Define different timescales for different portfolio types
  
• Manage different granularities across the horizon (quarterly for first two years; yearly for next thirteen years)
  
• Consolidate actuals and forecasts from projects in execution to match granularity
  

Cash flow forecasting

• Allows planner top-down information for prospective projects, as well as bottom-up data from project manager during execution
  
• With permission, planners and project managers can see each other’s cash flow data
  
• Planners can choose to maintain dynamic link to ongoing projects to see real-time roll up
  
• All cash flow information rolls into subsequent (next year) portfolio plan
  

Document management

• Full-featured document management capabilities embedded within the cost control system
• Revision control, check in/out, commenting, and full audit logs of all activities
  
• Utilize Oracle’s AutoVue for generic viewing and markup capability across hundreds of file types
  
• Utilize automated project email address to send files to the system via email
  
• Linked to all Primavera Unifier business processes for both sending and receiving of files, with maintained relationships to all business process records
  

Dashboards and user-defined reports

• For projects in execution, visualize roll up of all project information on a universal project landing page
  
• Fully configurable dashboards, either as enterprise standards or on a per-user basis
  
• User-definable reports for quick and easy summary or detail views
  
• Export reports to spreadsheets, PDF, and schedule reports for automated delivery