Primavera Contract Management (PCM)

Primavera Contract Management, now known as Oracle Primavera Unifier, is a comprehensive project controls solution that helps manage project documents, contracts, costs, and schedules. Here's a basic outline for a 5-day course on controlling project documents using Primavera Contract Management:

Day 1: Introduction to Primavera Contract Management 

• Overview of project controls and document management 
• Introduction to Primavera Contract Management (PCM) 
• Navigating the PCM interface 
• Creating a new project in PCM  
• Setting up project parameters and preferences 
• Creating user roles and permissions 
• Defining document categories and attributes

Day 2: Document Creation and Organization 

• Uploading and creating documents in PCM 
• Document versioning and revision control 
• Document relationships and dependencies 
• Organizing documents in a folder structure 
• Applying metadata to documents for efficient retrieval 
• Batch uploading and processing documents

Day 3: Collaboration and Workflow Management 

• Implementing collaboration features in PCM 
• Setting up document workflows and approval processes 
• Reviewing and approving documents within PCM 
• Handling comments and markups on documents 
• Document transmittals and communications 
• Document audit trails and tracking changes

Day 4: Cost Control and Change Management 

• Integrating cost control features in PCM  
• Linking documents to project costs and budgets 
• Managing change orders and variations 
• Change request processing and approvals 
• Impact assessment and cost tracking 
• Documenting and managing project changes in PCM

Day 5: Advanced Topics and Project Closeout 

• Advanced reporting and analytics in PCM  
• Customizing reports and dashboards  
• Project closeout procedures and documentation 
• Reviewing lessons learned and best practices 
• Q&A session and troubleshooting  
• Course review, evaluation, and feedback 

This course outline is designed to cover the key aspects of controlling project documents using Primavera Contract Management (Unifier) over a 5-day period. Adjustments can be made based on the specific needs, pace, and level of expertise of the participants. Practical examples and hands-on exercises should be integrated throughout the course to reinforce learning.