Oracle Primavera Features
Portfolio Management (5)
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Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
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Planning
Plan activities and tasks across various portfolios or programs.
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Alignment
Align different kinds of portfolios with business and financial goals.
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Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Project Management (6)
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Dependencies
Manage dependencies between projects from one or multiple portfolios.
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Priorities
Assign priorities for projects that are part of portfolios.
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Lean Management
Include lean project management features and best practices.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Change Management
Track and monitor efficient handling of all changes/transitions
Resource Management (3)
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Definition
Identify human and material resources and assign them to projects and portfolios.
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Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
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Optimization
Improve resource utilization across various projects and portfolios.
Data & Analytics (4)
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Data Consolidation
Consolidate project and portfolio data from separate sources.
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Visualizations
Provide custom project and portfolio monitoring visualizations.
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Performance
Monitor the performance of different types of portfolios.
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Risk Analysis
Perform risk analysis at the portfolio or project level.
Cost Tracking (5)
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Identification
Capture costs at different stages of the project
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Allocation
Allocate costs to resources, tasks, or projects
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Standard Costs
Define standard costs for resources and activities
Project Billing
Business model that bills clients an amount based on the project/task/job performed
Cost-to-Completion Tracking
Forecast of the expenses necessary for project completion
Planning (3)
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Budgeting
Provide templates to create budgets for project or portfolio of projects.
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Scope
Define the scope of the project to determine and document project goals.
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Schedule
Create schedules for operations that need to be performed at each stage of the project.
Management (3)
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Workflows
Include workflows to assign tasks, monitor work in progress, and for approvals.
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Cost Control
Monitor spend and expenses at every phase of the project and compare with budgets.
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Documents
Maintain a repository of documents related to the product, such as technical specifications or contracts
Task Management (6)
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Construction Accounting Tool Integrations
Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.
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Construction Estimating Tool Integration
Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.
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Construction Workforce Management Tool Integration
Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.
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Project Tracking
In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.
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Information Management
Records, centralizes, and provides access and sharing settings to project information into a centralized depository.
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Communication and Collaboration
Enables and/or facilitates communication on the jobsite and between the field and office admin.
Site Management (7)
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Field Service Management
Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs
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Field Collaboration
Enables and simplifies communication on the site and between the office and field.
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Mobile App
Provides a mobile-ready application of the tool that does not require internet connection.
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Field Reporting
Captures data from the site and generates reports on project progress.
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Timesheets
Tracks timesheets and attendance of site crew memberes
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Photo and Video Uploads
Enables the capturing and/or uploading of photographs or videos to document project progress
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Workforce Scheduling
Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.
Earned Value (3)
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Baseline
Define cost and schedule baselines that can be used to track performance.
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Calculations
Automatically calculate Schedule Performance Index (SPI) and Cost Performance Index (CPI).
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Best Practices
Include best practices to ensure compliance with industry and PMI standards.
Performance (4)
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Data Import
Import project performance data from project management and financial software.
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Planned Value
Track planned value or budget cost of work scheduled (BCWS).
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KPIs
Provide KPIs such as Actual cost of work or Budgeted Cost of Work.
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Variance Analysis
Identify variances between estimated and actual costs and schedules.
Integration (3)
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Project Management
Provide integration with project management software.
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PPM
Integrate with Project, Portfolio & Program Management software.
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Finance
Provide integration with accounting software and ERP systems.
Strategy - Project and Portfolio Management (25)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Timesheet Management
Track the amount of time spent on a job or task
Workflow Management
Create, design and manage workflows for repetitive tasks
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Task Management
Create, manage and track all task activities and progression
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Assignment Management
Assign issues and tasks based on availability or required skills
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Time Tracking
Measure time to completion or hours worked for projects
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Project Tracking
Monitor the progress of projects from start to finish
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Activity Tracking
Track and document all activities across devices, networks, and other systems
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Scheduling Workflows - Construction Scheduling (20)
User Permissions
Allows for customizable user permissions to control schedule views and project information.
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Calendar Management
Creates and edits calendars, with drag-and-drop functionality, customizable fields, and color coding.
Gantt Charts
Provides a visual timeline of project tasks, making it easy to track progress and dependencies.
Contract/License Management
Track, store, and access client contracts or licenses
Subcontractor Management
Track information, qualifications, and contact details of subcontractors
Workflow Management
Create, design and manage workflows for repetitive tasks
Purchase Order Management
Create, send, and track purchase orders and their statuses
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Document Management
Store, manage, and track all electronic documents in a centralized location
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Task Management
Create, manage and track all task activities and progression
Status Tracking
Track the status over time for a request, process, asset, or transaction
Activity Tracking
Track and document all activities across devices, networks, and other systems
Project Tracking
Monitor the progress of projects from start to finish
Task Progress Tracking
Track the status and progress of tasks
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Staff Calendar
Track staff hours through a calendar view
Reporting & Analytics - Construction Scheduling (7)
Scenario Planning
Conducts "what if?" analysis for different scenarios that may impact scheduling timelines and tasks.
Project Reporting
Generates customizable reports and insights on project status, resource utilization, and financials.
Baseline Management
Enables users to compare contracted timeline with current project progress to avoid missed deadlines or overbudgeting.
Timesheet Management
Track the amount of time spent on a job or task
Supplier Management
Manage all supplier data and operations
Multiple Projects
Ability to handle several projects simultaneously
Project Planning
Organize and schedule projects
Productivity - Construction Scheduling (4)
Construction Stack Integrations
Integrates with necessary solutions in construction tech stack, such as broader project management, ERP, estimating, and accounting systems.
Mobile Capabilities
Provides a dedicated mobile app and/or optimized mobile interface for field worker access to check schedules and tasks.
Communication Tools
Supports in-app communications to centralize team efforts, provide real-time updates from the field, and negotiate any relevant updates to timelines.
Accounting Integration
Integrate with a third-party accounting system
Strategic Planning - Strategic Portfolio Management (8)
Objectives
Define strategic objectives related to project and portfolio management
Roadmaps
Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements
Demand management
Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.
Resource Planning
Assist with dynamic portfolio-level resource planning and what-if scenario modeling
Planning
Create plans to implement activities to achieve strategic objectives
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Alignment
Align project and portfolios with the strategic objectives of the company
Strategic Management - Strategic Portfolio Management (8)
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Change Management
Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Data Analysis - Strategic Portfolio Management (3)
ESG Impact
Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion
Financial Performance
Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues
Forecasting
Enable forecasting future performance, resource requirements, and potential risks and opportunities
Artificial Intelligence - Strategic Portfolio Management (3)
Process Intelligence
Optimize workflows and processes using machine learning and natural language processing (NLP)
Predictive Insights
Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment
Virtual Agents
Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management
Additional Functionality (86)
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Budgeting/Forecasting
Create budgets based on historical data and future projections
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Projections
Estimate or forecast of a future scenario based on the study of present trends
Demand Forecasting
Forecast customer demand using historical insights and simulations
Multiple Projects
Ability to handle several projects simultaneously
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Reports
Alter the layout and content of reports
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Project Templates
Pre-designed project plans that can be customized
Commenting/Notes
Leave comments and notes on documents for others to view
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Planning Tools
Real-Time Updates
Receive system updates as soon as any changes are made
Project Workflow
Create, manage, or update project workflows.
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For AEC Industry
Primarily serving architecture, engineering, and construction industry professionals
Project Estimating
Project Templates
Pre-designed project plans that can be customized
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Rescheduling
Manage the rescheduling of appointments
Cost Estimating
Forecast the cost and resources required to complete a project
API
Application programming interface that allows for integration with other systems/databases
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Updates
Receive system updates as soon as any changes are made
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Project Scheduling
Identifying critical tasks that make up a project and assigning start and end dates for each
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customizable Fields
Customize data fields to support various needs and use cases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Scheduling
Track and manage the scheduling of tasks
Job Costing
Calculate total itemized costs, including initial costs and any changes
Data Import/Export
Import and export data to and from software applications
Customizable Reports
Alter the layout and content of reports
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Project Tracking
Monitor the progress of projects from start to finish
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Production Cost Tracking
Budgeting/Forecasting
Create budgets based on historical data and future projections
API
Application programming interface that allows for integration with other systems/databases
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Progress Reports
Document and report the progress of ongoing projects
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Timesheet Management
Track the amount of time spent on a job or task
Project Time Tracking
Measure time to completion or hours worked for projects
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Bills of Material
Material list of manufacturing parts and associated costs
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Overrun Reporting
Customizable Reports
Alter the layout and content of reports
Job Management
Manage and track all job information and associated tasks
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Percent-Complete Tracking
Level of completion within a task
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Quotes/Estimates
Generate quotes or estimates for customers
Cost Estimating
Forecast the cost and resources required to complete a project
Purchase Order Management
Create, send, and track purchase orders and their statuses
Real-Time Reporting
Active reporting of data and metrics
Inventory Management
Track and manage inventory levels to maintain proper supply
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Estimating
Estimate expected cost based on various factors before a project begins
Task Scheduling
Track and manage the scheduling of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Forecasting
Form predictions based on past and present data/trends
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Projections
Estimate or forecast of a future scenario based on the study of present trends
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Import/Export
Import and export data to and from software applications



