Oracle Primavera Cloud

Oracle Primavera Cloud offers a scalable, low cost, entry solution for companies transitioning their project portfolios and project scheduling to an online environment. Oracle Primavera Cloud is modular and includes Primavera Schedule, Primavera Lean, Primavera Portfolio Management and Primavera Progress.

Additionally, Primavera Cloud includes access to comprehensive online training content to help new users get started. Primavera P6 users will be familiar with the navigation of the scheduling module and will be able to communicate with field staff using integrated Lean Scheduling features.

What is Oracle Primavera Cloud?

Oracle Primavera Cloud Service (OPC) is a project, portfolio, and program management solution. It allows for full control over all stages of the project lifecycle. OPC works in an online, cloud-based environment. It allows companies to perform and collaborate during all phases of work. With just this one platform, Oracle Primavera Cloud allows delivery teams to perform planning, resourcing, risk mitigation, CPM and lean scheduling, and portfolio and program management. Working from the cloud enables for more communication, consistency, and confidence when working with multiple projects and project teams simultaneously.

For new users, Oracle Primavera Cloud includes access to comprehensive online training content to help get started with the program, including videos and interactive exercises. For Primavera P6 Professional users, the program will feature familiar navigation and CPM scheduling apps. P6 XML files can even be imported into the cloud with ease for access to projects from any location. At a lower cost, OPC allows for an easy transition from typical software application scheduling to an online environment that can be accessed from any internet browser.

How do I get Oracle Primavera Cloud? 

Oracle Primavera Cloud offers three license models and four license types to best fit the needs of your organization. The license types available to users will depend on the license model purchased. The three license models include Project, Named User, and Enterprise.

  • Project: The Project license model allows users to contract a single project that can be accessed by an unlimited number of users. Additional projects can be created or imported in to support the contracted project. Purchasing the Project license model allows users to automatically receive the Schedule, Task Management, and Task Management license types.

  • Named User: The Named User license model allows for the creation of an unlimited number of users for a limited number of users. Additional user licenses can always be purchased for the Named User model. Purchasing the Named User license model allows users access to all four license types: Schedule, Portfolio Planning, Progress and Task Management.

  • Enterprise: The Enterprise license model allows for the creation of an unlimited number of projects for an unlimited number of users. There are two Enterprise license models: Enterprise Schedule and Enterprise Portfolio Planning. If you purchase the Enterprise Schedule license model, it allows users to automatically receive the Schedule, Task Management and Progress license types. If you purchase the Enterprise Portfolio Planning license model, it allows users to automatically receive the Portfolio Planning license type.

What are the four license types for Oracle Primavera Cloud?

Oracle Primavera Cloud’s four license types are designed specifically to meet the needs of different organizations. These licenses determine what access users have to apps, pages, and functionality. The four license types available are Schedule, Portfolio Planning, Progress, and Task Management.

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What is the Schedule License for Oracle Primavera Cloud?

 The Schedule license allows schedulers to create, plan, prioritize, manage, and evaluate projects across their entire organization. This license type is best for CPM schedulers and Primavera P6 or Primavera Enterprise users.

Features of the Schedule License:

  • Schedule

The core of Oracle Primavera Cloud is Primavera Schedule, OPC’s CPM scheduling service. This application can be thought of as a more advanced, cloud-based version of Primavera P6 Professional or Primavera P6 Enterprise. The Schedule App allows you to add activities to your project and schedule them using the critical path method of scheduling. From here, you can continue to update, status, and analyze activity data using different Views, which are layouts that can be saved to the program for collaboration. In terms of analysis, the Schedule app features a Schedule Health Check, which can be used to analyze the health of your project at any given point in time. Different project versions can be created, opened, and compared with the creation of baselines and scenarios, allowing you to perform what-if analysis without affecting the current project. All baselines, scenarios, and project versions can also be compared with one another using the Schedule Comparison tool, which allows for the analysis of variances between project versions with ease.

Built specifically to ease the transition from Primavera P6 users to the cloud, OPC features a simplified, more accessible user interface while maintaining all functionality. Primavera P6 XML files can directly be imported into OPC, and OPC project files can be exported to XML for use in Primavera P6 and Primavera Enterprise. This allows for a smooth transition of in-progress projects and continuous collaboration with other Primavera programs.

Being cloud based, the Schedule app now allows multiple users to manage multiple projects simultaneously. This can be especially helpful for companies that utilize project teams around the world – with the cloud, they can all communicate, monitor, and adjust individual projects and programs efficiently.

 

  • Resources & Roles

OPC features a Resources App at both the Project and Workspace level, allowing users to easily create resources and roles that can be used in multiple projects, or exclusively just one. The Resources app allows project and resource managers to create and maintain a pool of resources and roles that can then be applied to cost load activities. Labor, nonlabor, and material resources, along with roles, can be created to cover all work that needs to be performed within the project schedule.

After resource loading, the Resources app provides different ways to analyze resource usage and allocation. From the Activities page, resource and role usage can be viewed with customizable spreadsheets, histograms, and non-stacked histograms – each which give insight on resource/role usage over the project’s timeline. From the Analysis page, you can view resource allocation and utilization for all resources – quickly showing whether resources are over or under allocated to help ease over-allocation and staff unfilled roles.

Additionally, Oracle Primavera Cloud allows you to add resources from external companies and directly assign them tasks. Now, resources can be given access to the cloud if needed to view their task information and adjust their activity’s progress as permitted.

 

  • Risks

The Risks app in Oracle Primavera Cloud allows for integrated risk analysis and risk management- features unavailable in Primavera P6. The Risk Register page serves as a central repository where risk managers can identify, assess, and monitor potential risks and opportunities at both the project and activity level. This page provides a clear way to allow project and program stakeholders to view the status of risks in order to determine the best course of action. The risk register features a risk matrix, evaluating each risk on its probability and impact on both the project schedule and planned costs. The risk matrix provides user risk scores, quantifying the severity of each risk. Using these risk scores, risk managers can not only analyze and monitor the risks, but also assess whether a risk response is necessary.

The Risk Analysis page allows for advanced quantitative and qualitative analysis for a better understanding into the impact of potential project risks and opportunities. Using a Monte Carlo-based analysis, the project is simulated with up to 5000 iterations of the risk to better understand the potential impact. These risk simulations and analysis can then be used to create histogram curves and mean impact diagrams, showing expected time and cost outcomes for each risk or outcome. All project risks and possible effects can therefore be documented, assessed, identified, and statistical breakdowns of the project’s probable durations, dates, and costs can be produced for future planning.

 

  • Cost & Funds

The Cost & Funds app in Oracle Primavera Cloud allows cost engineers and project managers to track and manage, and report on project budgets, costs, and funds. On the Cost Sheet page, a Cost Breakdown Structure (CBS) can be created at the workspace and project level to roll up costs and manage a summary of all cost data. These costs can also be viewed individually using the respective cost sheets. Any changes made to the budget through budget transfers or changes are automatically transferred to the cost sheet, allowing users to view the most updated data.

With the Cash Flow page, users can plan high-level project and program costs, collaborate on cost allocation, and take snapshots of budgetary data to review progress over time. This page also allows users to forecast future costs based on to-date costs, allowing users to plan and distribute for the budget in advance.

On the Project Funds page, all funding sources for projects can be managed. This can help cost engineers track where the money is coming from, plan how that money should be used, and monitor how it ends up actually being used. Along with this, the Budgets page allows users to track the total estimated costs needed to complete the project, based on estimates created by the cost engineers and project managers. If these costs change throughout the project, resources are automatically adjusted to compensate for the changes. On the Actuals page, all actual costs, both pending and confirmed, can be tracked for further insight on future projects.

 

  • Scope

The Scope app in Oracle Primavera Cloud provides a way for users to make project scope more manageable. Project managers and cost controllers are able to define deliverables, materials, or products as scope items. On the Scope Items page, scope items can be recorded, tracked and categorized using the Project Breakdown Structure (PBS), which allows scope to be broken down into smaller pieces. After defining the scope, the Work Packages page allows users to create a plan for how these items will be installed or delivered and the hours and cost for the required work. Dates can still be assigned to scope items even without a detailed schedule. However, with a schedule, you can link scope items to activities, and the schedule will automatically create assignment dates accordingly.

The Scope app also allows for the use of Rules of Credit, which are sets of milestones and percent complete values configured at the workspace level. When a milestone is marked as complete, the percent complete will automatically update accordingly. With progress assigned to specific activities, the Actual Costs and Units will also automatically update to match. This allows project managers to compare the scope that was completed, versus the scope that was billed, along with the daily progress of the scope’s installation.

Additionally, if your project is being worked on in Primavera P6 Enterprise, Oracle Primavera Cloud features scope integration that allows the scheduler to easily import and export scope data between both programs.

 

  • Primavera Professional

Purchasing the Schedule license from OPC also gives users access to Oracle Primavera Professional, a dedicated desktop application for scheduling (please note this application is NOT P6). Oracle Primavera Professional is an easy to use desktop application built specifically for CPM scheduler. For Primavera P6 Professional users, Oracle Primavera Professional features a more recognizable user interface that is optimized for improved usability and performance.

As a desktop version of the cloud platform, Primavera Professional features tabbed views, allowing users to switch from one screen to another with ease. Any changes made within Primavera Professional will automatically be saved to the cloud database without any extra effort for continuous collaboration.

What is the Portfolio Planning license for Oracle Primavera Cloud? 

The Portfolio Planning license for Oracle Primavera Cloud is for portfolio planners to propose, develop, and manage portfolios across their organization. This license type is best suited for portfolio planners that need to manage and analyze multiple portfolios for their organization.

Features of Portfolio Planning License:

  • Portfolios

The Portfolio app provides users with an environment to develop and monitor portfolios, which can be used to host groups of projects, programs, and sub-portfolios. Organizations can facilitate multi-year budgets, optimize resource planning across projects, and respond strategically to any changes. Portfolio managers can monitor performance across all portfolios using both the Summary Scorecard and the Investor Map.

Projects can be prioritized and selected using the Budget Planning page which includes several tools, such as the waterline features, Efficient Frontier optimization, and customized analysis views. Budget planners can use these tools to allocate budgets, review budgets against key targets, and model strategies to manage budget planning requirements through the creation of what-if scenarios. On the Resource Planning page, portfolio managers can allocate resources and analyze resource constraints to select the right projects to execute. Using resource planning optimization to select projects can help to maximize portfolio values across the organization.

  • Strategic Alignment

Oracle Primavera Cloud’s Strategic Alignment app allows for the creation, monitoring, and evaluation of both short and long term business strategies and goals. Strategic Alignment is for creating an organizational hierarchy of initiatives for each strategy. Strategies can be created for most data sets within the program: projects, programs and apps.

The Strategy List page lets you define strategy levels to represent a hierarchy of initiatives – helping you account for strategies at all levels, from the organizational level to the operational level. After strategies are created, they can be used to assess current project’s with organization strategic goals by measuring quantitative performance with their aligned strategies. Strategies can be monitored with the Strategies Scorecard, using assigned measures. This helps users review the performance of current strategies and quickly view both target and actual values in both table and diagram format.

On the Evaluation page, users can evaluate projects, programs and ideas against evaluation categories based off of organizational strategies. These evaluations can help your project managers prioritize projects and programs that align with the defined strategies for more streamlined project planning.

  • Ideas

Oracle Primavera Cloud gives employees, contractors, and users the ability to submit ideas for organizational goals or improvements. Users can be added as an Idea Submitter user type, which doesn’t require a license, but allows users to submit new ideas for their organization. Once submitted, project managers can identify ideas worth approving and progress the idea through a designated idea workflow. Using the Investor Map, decision makers can evaluate and prioritize submitted ideas to implement new projects

Once approved, project proposals can be created directly from default ideas, allowing for a quick transition from idea submission to finalized project. After the project has been created from an accepted idea, the Related Items app can be used to view the link between the idea to the finalized project.

  • Dashboards

The Dashboards app in Oracle Primavera Cloud gives users the power to create, manage, and view visual representations of workspace, project, portfolio, and program data. Multiple dashboards can be created to display different views of information catered for different audiences, such as administrators, schedulers, and executives. Dashboards can be created using a pool of preconfigured tiles, including charts, tables, images, and external URLs to display different visualizations of data.

In the Charts page, graphs and charts can be created from different types of data from projects and portfolios. There are a variety of charts available, including bar, bubble, line, pie, and tree maps. With these charts, different data points can be graphed, such as costs over time or resource usage per period. Charts support both trending and drill-down functionality, allowing organizations to view progress of data over time and focus on subsets of data on the chart. Once created, charts can be added to dashboards to display a wide variety of project data and trends visually, from one single location.

  • Reports

The Reports app in Oracle Primavera Cloud allows users to create customizable reports, share them with other users, and communicate important project, program, workspace, and portfolio data to stakeholders. Reports can be saved and run on demand, or scheduled to run on a recurring basis. Once created, reports can be run on any project or program within the database and be saved for output as a PDF, XLS, RTF, HTML, or XML file.

Oracle Primavera Cloud also features integration with BI Publisher, allowing users to create advanced visual display layouts for reports. In the BI Publisher, visual graphs, tables, and interactive elements can be added to allow for dynamic report displays.

 

What is the Progress license for Oracle Primavera Cloud?

The Progress license allows users access to their activities and timesheets. This is a more limited license type that is best suited for users that only need to access specific activities to perform updates and submit timesheets.

Features of Progress License:

  • Oracle Primavera Cloud Mobile

The Oracle Primavera Cloud mobile app allows users with the Progress license to view and monitor the health of their projects, update activities assigned to them, collaborate with team members, and access project documents from anywhere, at any time. The mobile app is available for free for both iOS and Android. Oracle Primavera Cloud also features a Get Primavera Cloud Mobile page with a QR code that users can scan to quickly install and begin using the app.

  • My Activities

The My Activities page for Oracle Primavera Cloud allows Progress license users to manage and update activities that are assigned to them. As the project manager, you can assign activities to users as owners, letting those users access to those specific activities, without giving them full access to the entire project schedule. Activity owners can use the My Activities page to view, filter and manage their activities, from start to finish. Once activities have actually begun, users can quickly perform status updates on assigned activities that will be saved to the overall project schedule. This gives project managers control over the overall project, while assigned users are still able to update their individual activity statuses – both without either party getting in each other’s way.

 

  • Timesheets

The Oracle Primavera Cloud Timesheets page allows users to personally enter in the hours that they’ve worked against projects. For Progress License users, personal timesheets can be created, time can be logged against activities of projects, and then submitted for approval. Timesheet supervisors can also create timesheets for resources assigned to them, and enter time on behalf of the resources. Once submitted, stakeholders will receive a notification and be able to approve, make changes to, or reject timesheets, if needed. Once approved, the user’s approved hours are added to the timesheets actual hours for the activity assignment.

  • Proxy Users 

The Oracle Primavera Cloud Proxy Users page allows Progress license users to act as another user within the application. As a proxy user, users can complete tasks and update activities on behalf of another user, which can be useful for team member absences. When assigned as a proxy user, users have access to all projects and workspaces as the original user, and any action completed will be noted as Added On Behalf Of. This allows proxy users to complete needed tasks, while also noting that the task was completed by a proxy user, rather than the original user.

What is the Tasks license for Oracle Primavera Cloud?

The Task Management license allows users to use lean scheduling techniques to manage their projects. This license type is best suited for users that need to break their CPM schedule into smaller ‘tasks’ to avoid bloating the overall project schedule.

Features of Task Management:

  • Tasks

Oracle Primavera Cloud’s Tasks is for using lean scheduling principles with a traditional CPM schedule. Tasks allow users to break down CPM project activities into smaller, defined tasks to enable work to be performed more effectively and efficiently.  Activities can be divided using the Work Plan page, where tasks can be rearranged on a virtual planning board. Here, the entire project team can collaborate in planning the sequence of tasks, allowing for the most concise and efficient plan to be followed. On the Hand-Offs page, users can view a network diagram of all of the tasks in the project and the relationships between them. 

On the Tasks Analysis page, a variety of charts can be viewed to monitor task performance, such as overall task performance, task performance by company, and common work delays. Tracking this information can help project teams work more efficiently in the future and avoid any recurring work delays and missed deadlines.

Although the Tasks app allows you to utilize an existing CPM schedule, the app can also be used without any activities, as tasks do not have to be assigned to specific activities. This is especially useful for smaller projects and short-term changes in larger project’s scope.

How much does Oracle Primavera Cloud cost?

Oracle Primavera Cloud costs $100 per user per month and requires a minimum of five (5) users. There is a twelve (12) month minimum subscription term as well. There are no start-up fees, and updates and technical support are included with your subscription.

You can add the optional modules to your subscription at any time. 

Additionally, every Oracle Primavera Cloud environment is assigned an Oracle Client Success Manager to sponsor and support your deployment.

This is a very affordable option when considering the cost of Primavera P6, which at a minimum is $3,904 per user and doesn’t include access to updates without an annual support subscription. 

Please contact us for more information, or for Oracle Primavera Cloud training:

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