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Managing Contracts in Primavera Contract Management Course

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Primavera Contract Management 13 Training

Innovative Management Solution’s Primavera contract manager training class provides hands-on training for Oracle Primavera’s Contract Management 13 solution. The Primavera contractor training course focuses primarily on project cost control and document management, but also addresses such topics as logging and tracking submittals, recording project communication and awarding procurement items. The course includes in-depth information on using contracts, purchase orders, and trends. That class also features numerous workshops aimed at reinforcing new functionality and skills.

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Description

Targeted roles:Contract and Project Administrators, Contract Managers, Project Controls Managers
Course length: 3 days
Course level: Basic
Prerequisite: Functional knowledge of MS Windows and Internet Explorer
Professional Development and Continuing Education Units:
Earns 24 PDUs and 2.4 CEUs
PMI Program Number - 1471

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DAY 1

DAY 2

DAY 3

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

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