The Schedule Manager is where Unifier users can create and manage schedules at the project, WBS-code shell and program levels. (It is not available in generic code-based shells.) They can create a Project/Shell Schedule Sheet that is customized to the project's or shell’s needs. When they create the first Schedule Sheet for a project/shell, Unifier automatically creates a Program Schedule Sheet. Once these sheets are created, users can then use them to create project/shell activities and tasks, assign resources to tasks, create relationships between activities, track schedule progress and variables, and calculate the schedule’s critical path.
In Unifier, users can also import project schedule records from Primavera Project Planner P3® or Microsoft® Project. These external project schedules can provide additional detail or supporting schedule information; for example, resource information, or subcontractor or vendor schedules. Imported schedules are editable within Unifier, and the data can be used in reports.
The Schedule Manager presents schedule activities as interactive Gantt charts, where users can:
| • | See tasks at the day, week, or month level |
| • | Move activities and add dependency relationships, and automatically update the dates on the schedule |
| • | Create critical path calculations that will flag activities that, if delayed, can cause the schedule to go beyond the planned project end date |
Using Unifier’s snapshot feature, users can take a “picture” of the schedule sheet at any point in time. This is a way of “drilling down” into the scheduling process to expose specific activities or milestones for particular attention.
Using the Schedule Manager’s baseline function, users can measure progress and determine payments against original estimates; and with the “tracking Gantt” feature, they can compare schedule dates, such as baseline estimates against the actual schedule.
If users are copying activities from one schedule to another, Unifier will immediately notify them if the change will create a schedule conflict so that they can make corrections as they work. Each change in the Schedule Manager creates a record in Unifier, which is useful for auditing purposes. An audit report of these records shows detailed information on dates, events, actions, and old values vs. new values, along with the user or proxy user who performed the action.
Each project/shell can have multiple schedule sheets, and one master schedule sheet. This master sheet drives project start and end dates, tracks the project’s progress, and connects the Schedule Manager with other Unifier modules, such as the cost sheet, cash flow, and the Resource Manager. In particular, the master schedule updates resource assignment information in the Resource Manager, which affects timesheets and resource utilization figures; and it integrates cost items on the schedule with the Cost Manager. Unifier users can refresh resource rates on the schedule sheet and post the new rates to the Cost Manager, update the cost sheet with assignment costs, and refresh costs on the sheet to recalculate labor costs and post them to the cost sheet.
| • | Activities on the schedule can be designed to track costs and earned value. |
| • | Budget and progress settings allow users to work with progress and earned progress data. |
| • | Integration of Primavera and Microsoft Project: In Unifier, you can import project schedule records from Primavera Project Planner® or Microsoft® Project. External project schedules can provide additional detail or supporting schedule information; for example, resource information, or subcontractor or vendor schedules. Imported schedules are editable within Unifier, and the data can be used in reports. |
| • | You can update schedule sheet properties to projects or shells. You can link schedule sheet templates to update some activity changes, including name changes and new activities. |
| • | Users can filter activities, and cut/paste schedule sheet rows. |
| • | Critical Path calculation and display: Unifier will identify the schedule critical path. |
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.