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Primavera Contract Management Release 13

This course provides hands-on training for Primavera’s Contract Manager solution, focusing on project cost control and document management. Additional topics include logging and tracking submittals, recording project communication, awarding procurement items, and using contracts, purchase orders, and trends. Numerous workshops reinforce new functionality and skills.

Learn to:

Document submittals and submittal packages
Link documents and attachments to an issue
Create distribution lists from contacts in project
Define the Cost Worksheet
Distribute document values to the Cost Worksheet
Record and view drawing logs

Audience:

Business Analysts
End Users
Functional Implementer
Project Manager

Prerequisites:

Suggested Prerequisites
Functional knowledge of MS Windows and Internet Explorer

Course Objectives:

Manage Project Costs
Award Procurement Items
Use Contracts, Purchase Orders, and Trends
Manage Payment Requisitions
Customize Layouts
Create the Company Directory
Create a Project
Track Drawings
Communicate Project Information
Log and Track Submittals
Document Project Issues
Record Project Communications

 

Course Topics:

Introduction to Contract Management
Identify the advantages of using Contract Management
Log in to Contract Manager
Identify Contract Management’s components in the Main window
Customize the Project View in the Main window
Customize the Control Center in the Main window

Creating the Company Directory
Add a new company
Create contacts
Edit contact information
Distinguish between group and project contacts
Copy contacts from another project
Create distribution lists from contacts in project
Designate companies or contacts as inactive

Create a Project
Create a project using the New Project wizard

Tracking Drawings
Review the distribution process
Record and view drawing logs
Create transmittals from distribution lists
Use the transmittal queue
Package a group of drawings as a set
Add multiple drawings to the drawing set
Distribute drawings to project participants

Communicating Project Information
Create letter templates
Add letters
Document a telephone record
Enter a request for information
Record an answer to a request for information

Logging and Tracking Submittals
Document submittals and submittal packages
Assign a status to submittals
Identify the responsible person (Ball in Court)
Incorporate multiple reviewers in the cycle
Create transmittals from submittals
Use Dunning letters to notify parties

Documenting Project Issues
Define an issue
Create an issue
Link documents and attachments to an issue
Document an issue by searching through project documents and attachments

Recording Project Communications
Create daily reports
Document daily progress
Generate daily reports and meeting minutes
Record and print meeting minutes

Managing Project Costs
Define the cost process in a project
View a cost coding structure
Define the Cost Worksheet
Explain how document values are distributed
View the source documents from a cost code

Awarding Procurement Items
Document bids
Compare bids
Award procurement items

Using Contracts, Purchase Orders, and Trends
Add contracts and purchase orders
Distribute document values to the Cost Worksheet
Use Trends to account for anticipated costs

Change Management
Describe the change management workflow process
Define change management phases
Define the Project Settings for document flow
Create, link, and reference change documents
Trace estimated, quoted, negotiated, and final change values

Payment Requisitions
Determine requisition options
Generate a requisition from a contract
Create a schedule of values
Balance the requisition
Retrieve approved change orders
Record status for requisitions
Distribute actual costs to the worksheet
Certify and print requisitions

Approval Process
Set up an approval process
Configure the approval process for a document
Use the approval process

Customizing Layouts
Create a layout
Filter a layout
Sort a layout
Group a layout
Export logs to Excel

 

For more information, please contact our training department:

Training@EvansTech.com | 770.751.9950

 

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