Primavera Contract Management Training

OBJECTIVES

The main objective of this Primavera Contract Management Training course is to empower professionals with:

• detailed understanding and knowledge of contract management through Primavera
• the required confidence and knowledge to train other professionals to use Primavera for effective contract management
• the required knowledge and information to effectively use all features of the software for effective and efficient contract management
• the adequate skill and experience to maintain proper documentation and update current documentation in the software to make these easily available upon request
• the skillset and capabilities to draw necessary reports to be sent to all stakeholders for their reference
• the ability to control transparency among stakeholders and prevent or reduce instances of misunderstanding that could impact the status and progress of a project
• the confidence and experience to track and manage accountability among all stakeholders of the contract and project at large
• an enhanced skill set and increased confidence to perfect Primavera contract management, thus inviting opportunities for growth and progression within and outside the organization

Content:

Overview of Contract Management

• Definition
• Contract management roles
• Buttons and icons used in contract management

Planning and Adding a Contract Management Project

• Contract management module
• Key contacts
• Project templates
• User access rights
• Company directory
• Distribution lists
• Default contacts
• Approval process
• Revoking process
• Submittals and submittal packages

Working with the Workspace

• Log window
• Log and document window customisation
• Dictionaries and preferences
• Contract management database
• Printing logs, forms, reports

Communicating Project Information

• Transfer of contract management documents
• Transmittals
• Communication recording and tracking
• Meeting minutes recording

 Working with the Control Centre

• Cost worksheet
• Contracts and purchase orders
• Trends
• Payment requisitions
• Invoices
• Change management
• Procurement
• Issue creation and tracking

Logging and Tracking Information

• Drawing tracking
• Submittal management
• Material delivery tracking
• Daily reports

Saving Document Versions

• Document versioning – overview
• Version document preferences
• Version document feature

Exchanging Contract Management Data

• Contract management data exchange with a P6 enterprise project portfolio management (EPPM) schedule
• Contract management data exchange with other applications
• Reports and form saving with multi-byte characters

Benefits of Primavera Contract Management

• Increased document control
• Reduced submittal approval timelines
• Accountability tracking
• Elimination of misunderstandings
• Subcontractor management and control
• Powerful dashboards and reports

TRAINING METHODOLOGY

The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.