Oracle Primavera Cloud (OPC) is Oracle’s cloud based collaboration solution. It allows users to work with a variety of objects for different workflows and combines 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 use this program to complete their day-to-day tasks.
Oracle Primavera Cloud gives CPM schedulers and project managers the power to create an unlimited number of projects. A project is a formalized plan used to perform a service or create a product/result. Common examples of projects include constructing a building, performing maintenance, or creating products. You can maintain projects through the use of a project schedule. The project schedule defines when the project will begin and end, how long it will take, required steps to complete it, and how much it will cost. Typically, project managers create the project and CPM schedulers maintain them.
In this article, we will cover how to create a new project in Oracle Primavera Cloud. You can also import projects into OPC from other programs. You can find instructions on how to do that here. here.
To create a new project, select the Object Selector and press Projects. You can find all created projects in a list here. At the bottom of the panel, select Add > Project.
The Add Project wizard will automatically open to help you add initial details and data to the project.
Under Project Details, you can begin to add some general details about the project.
First, enter in a project name and a project ID. The project name should be a description of what the project is. The project ID must be unique to the database and is usually either a 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 is not mandatory.
Next, you will need to choose a workspace to place the project into. Workspaces are hierarchical structures that you can use to organize and categorize your projects. Like the Enterprise Project Structure in Primavera P6 Professional, workspaces allow you to divide your organization’s work into different groups. 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.
Expand your workspace hierarchy by selecting the + button and choose a workspace to place the project into, then press Select.
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.
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. However, 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.
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.
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.
With users added, select Next to continue.
Under Permission Sets, you can assign permissions to your users and user groups in your project. You will need to assign a Project Permission Set to every user added to the project. This set 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? You can give assigned users and user groups different permission sets. This allows 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. However, these are not mandatory. If you want your users to be able to use files, custom logs, and reports, you can set these permission sets as needed.
For each user, assign a permission set by pressing the … icon and using the Select button.
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.
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.
You can add companies from the Global Admin application as partner companies. Partner companies are separate companies that may need access to the application. For example, vendors, resellers, or subcontractors that may be performing work within the project.
In order to add companies to a project, your application administrator first needs to add them to the cloud database. 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.
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.
The project will automatically open. In the open project, you can begin to use the apps from the left toolbar to define further project parameters. For example, adding activities and creating and assigning resources.
You can access the project at any time by selecting the Object Selector > Projects, and using the search bar to find the desired project.
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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!