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About the Planning Manager

The Planning Manager is where Primavera Unifier users can plan for new projects/shells and proposals and create forecasts for those projects/shells that are already running in Primavera Unifier. They cannot administer planned projects/shells the way they administer real projects/shells in Primavera Unifier; however, they can manage the planning phases for these projects/shells as business processes in Primavera Unifier using the same functions used by other business processes. Planned projects/shells can include cost sheets, resource sheets, funding sheets, and other typical business processes; but certain data, such as dates and monies, can be viewed as future forecasts.

You can have a Planning Manager at both the company and project/shell levels.

The Planning Sheet is central to Planning Manager functions. This sheet contains information about all the plans (planning items) being considered by your company. It is from this sheet that Primavera Unifier users access, create, update, and import or export the company’s plans. From the planning sheet, users can automatically update plans with changes made on the planning sheet. Reciprocally, they can refresh the planning sheet with changes made to individual plans. In addition, you can configure planning sheets to compare planned data with actual rolled-up data from Primavera Unifier projects/shells related to each planning item.

In addition, using a Project/Shell Creation type of business process, users can create new projects or shells for planning items when they reach a certain status or condition. If the Project/Shell Creation BP includes a Planning Item Picker, users can link new projects/shells with planning items. Instead of linking a planning item to a project in the Planning Manager, this BP will automatically create the link when the project/shell is created, and data will begin to roll up to the Planning Sheet from the business processes in this project/shell.

Using Primavera Unifier’s snapshot feature, Primavera Unifier users can take a “picture” of the planning sheet at any point in time. This is a way of “drilling down” into the planning process to expose specific plans or planning phases for particular attention.

In Primavera Unifier (User Mode), the Planning Items node is where users create new plans and proposals, import plans from outside applications, export a plan template, and link a plan to a running project or shell in Primavera Unifier.

The Planning Sheets node is where users create and manage planning sheets. A planning sheet can contain data for one or multiple plans and proposals. From the planning sheet, users can automatically update individual plans with data added to the planning sheet and refresh the data on the sheet, such as changes to dates or cost numbers.

About Rolling Up Planning Item Data

Primavera Unifier can roll up values for planning items in two ways:

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Using a Project Picker or Shell Picker. If a planning item is for a specific project or shell, the user can use a Project or Shell Picker on the planning item attribute form to link the planning item directly to the project/shell. Business processes in the project or shell with fields that match those on the attribute form will roll up values to the Planning Sheet.

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Using a Planning Item Picker. If a Planning Item Picker has been included on a Project/Shell Creation BP, the user can include a planning item in the project or shell when it is created. Business processes in the project or shell with fields that match those on the planning item attribute form will roll up values to the Planning Sheet.

Oracle Corporation