Oracle Primavera Cloud (OPC), Oracle’s cloud based collaboration solution, allows users to work with a variety of objects for different workflows. Combining portfolio management with project planning, OPC allows for the creation of projects, portfolios, programs, and workspaces to cover a wide range of user types. Portfolio planners, cost managers, and CPM schedulers alike can utilize different aspects of the program to complete their day-to-day work.

For CPM schedulers and project managers, Oracle Primavera Cloud allows for the creation of an unlimited number of projects to manage scheduled and completed work. A project is a formalized plan used to perform a service or create a product or result. Common examples of projects include constructing a building, performing maintenance, or creating products. Projects are maintained through the use of a project schedule, which will define when the project will begin and end, how long it will take, what steps are required for completion, and how much it will cost. Typically, projects will be created by a project manager and maintained, or scheduled, by a CPM scheduler.

In this article, we will cover how to create a new project in Oracle Primavera Cloud. It should be noted that projects can be imported into OPC from other programs as well, and you can find instructions on how to do that here.

To create a new project, select the Object Selector and press Projects. Any already created projects will be listed here. At the bottom of the panel, select Add > Project.

Access Preferences in the Revu menu in Bluebeam Revu 2019

The Add Project wizard will automatically open to help you add initial details and data to the project.

PROJECT DETAILS

Under Project Details, you can begin to add some general details about the project.

Access Preferences in the Revu menu in Bluebeam Revu 2019

First, enter in a project name and a project ID. The project name should generally be a description of what the project is. The project ID must be unique to the database and should generally be something like the job filing number or an accounting number for the project. You can also add in a description to provide further details about the project, but this section is not mandatory.

Next, you will need to choose a workspace to place the project into. Workspaces are hierarchical structures that can be used to organize and categorize your projects. Much like the Enterprise Project Structure in Primavera P6 Professional, workspaces allow you to divide your organization’s work into different groupings. If you haven’t already created your workspace hierarchy, you may want to do that first. For more information on how to create and work with workspaces, please refer to this article.

If you don’t have a workspace hierarchy already created, you can select one of the default workspaces included with the program, Production or Non-Production. Select the icon to select a new workspace.

Access Preferences in the Revu menu in Bluebeam Revu 2019

Expand your workspace hierarchy by selecting the + button and choose a workspace to place the project into, then press Select.

Access Preferences in the Revu menu in Bluebeam Revu 2019

Under Status, select a status for the project: Planned, Active, Inactive, or Complete. Most projects that will be actively worked on should have the Active status selected.

Access Preferences in the Revu menu in Bluebeam Revu 2019

Here, you can also choose to copy the project from an existing project or template – this will essentially allow you to duplicate a previous project or template already within the database.

Next, you can choose a Manager for the project – by default, this will be the user creating the project, but this can be adjusted if you are creating a project for another user to manage.

You will also need to choose a start date for the project – this is a mandatory field. Select the calendar icon to adjust the start date field.

Access Preferences in the Revu menu in Bluebeam Revu 2019

Although optional, you can also select a default calendar for the project. The calendar selected here will be automatically applied to any activities or resources added to the project. If you choose not to set a default calendar, the project will use the default calendar for the Workspace, instead.

The last mandatory field will prompt you to set a currency to use for the project. By default, it will be set to USD, but you can adjust this as needed.

Once finished, press Next to continue.

Access Preferences in the Revu menu in Bluebeam Revu 2019

USER & GROUP ACCESS

The User and Group Access section allows you to select which users and user groups need to access the project. The project will only be able to be viewed by users who have been assigned to the project, unless they are an application administrator. By default, the user creating the project will automatically be added to the project. 

Here, there is an Available window and a Selected window – Available users are all users within the database, while Selected users are those currently assigned to the project. 

Use the search bar in the Available window to search for any users and user groups that need to have access to the project. After selecting them, press the right facing arrow to move those users to the Selected section. 

Access Preferences in the Revu menu in Bluebeam Revu 2019

With users added, select Next to continue.

Access Preferences in the Revu menu in Bluebeam Revu 2019

PERMISSION SETS

Under Permission Sets, you can assign permissions to the users and user groups that have been assigned to the project. Every user added to the project will need to be assigned a Project Permission Set, which will determine what the user can do within the project. For example, do you want your users to be able to add new activities and edit activity details, or just view the project? Different assigned users and user groups can be assigned different permission sets, allowing different types of users to do different things within the project.

You can also assign File Permission Sets, Custom Log Permission Sets, and Report Permission Sets, but these are not mandatory. However, if you do want your users to be able to use files, custom logs, and reports, you will want to set these permission sets as needed.

For each user, assign a permission set by pressing the icon and using the Select button.

Access Preferences in the Revu menu in Bluebeam Revu 2019

By default, the project manager will be given full administrative permissions, and these settings can not be adjusted. 

Once permissions are set, select Next to continue.

Access Preferences in the Revu menu in Bluebeam Revu 2019

COMPANIES

Under Companies, you can choose to add any companies responsible for work in the project. In Oracle Primavera Cloud, multiple companies can work together within the same cloud environment. 

Companies can be added from the Global Admin application as partner companies. Partner companies are separate companies that may need access to the application – such as vendors, resellers, or subcontractors that may be performing some work within the project.

In order to add companies to a project, they first need to be added to the cloud database by the application administrator. Any added companies will be listed in the Available window.

Use the right facing arrow to move any available companies to the Selected window to add them to the project.

Again, select Next to continue.

Access Preferences in the Revu menu in Bluebeam Revu 2019

SUMMARY

Lastly, the Summary set will let you review all of the data entered into the project thus far. If needed, you can edit any of these selections by selecting the pencil icon. This will return you to the selected page in the Add Project wizard where you can adjust these settings.

Once completed, select Add Project to finish creating the project.

Access Preferences in the Revu menu in Bluebeam Revu 2019

The project will automatically open. Within the open project, you can begin to use the apps from the left toolbar to define further project parameters, such as adding activities and creating and assigning resources.

Access Preferences in the Revu menu in Bluebeam Revu 2019

The project can also be accessed at any time by selecting the Object Selector > Projects, and using the search bar to find the desired project.

Access Preferences in the Revu menu in Bluebeam Revu 2019

Have you acquired an Oracle Primavera Cloud license and are not sure what to do next? Taradigm offers OPC implementation services! Contact us today for more information.

If you have any comments, questions or suggestions, please use the comment section on the bottom of this page, and don’t forget to subscribe to our blog to get more Oracle Primavera Cloud tips & tricks directly in your inbox!

Lauren Hecker is an Oracle Primavera Cloud Instructor and teaches onsite and virtual Oracle Primavera Cloudcourses. To see her next open enrollment course, please visit our calendar. To schedule an onsite or custom course, please contact us!

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