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Managing Contract Changes with Primavera Contract Management

Prepared by:

Steve Kelly

President / Consultant / Author

Pro Management Systems, Inc.

Understand how changes are tracked and managed using the premier Contract Management application.

Session ID#:

@promsi

Pro Management Systems – Your roadmap in an increasingly complex software world

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Introductions

■ Pro Management Systems, Inc.

▪ Started in late 1980’s

▪ Focused on customer needs

▪ Not been reseller for Primavera or Oracle

▪ Provide consulting and solutions first, product second

▪ 100’s of clients and thousands trained in the use of Primavera

products … around the world

▪ Creators of CMPlus – the add on utility for PCM

▪ Customers around the world

Introductions

■ Myself

▪ Degree in Construction Management

▪ Over 25+ years experience

▪ Author of only book on Primavera Contract Management

▪ Started in construction industry

▪ Taught at Oregon State in Construction Management

department

▪ Used around the world for design, implementation and training

of Primavera products

“Even if you stop a fire quickly, there is still residual repair that needs repair” – Steve Kelly

“Why do so many professionals say they are project managing, when what they are actually doing is fire fighting?” -– Colin Bentley

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Agenda

■ The Cost Worksheet

■ Basics of Change Management

■ Change Management Setup and Configuration

■ Initiating a Change

■ Using Issues with Change Management

■ Change Management Walk-Through

■ Change Management Variations

The Cost Worksheet

■ Three Categories

▪ Budget

▪ Commitment

▪ Actuals

■ Multiple columns

■ How it works

■ How Change Management interacts with the Cost Worksheet

Basics of Change Management

■ Two perspectives

▪ Budget

▪ Commitment

■ Four Phases

▪ Estimated

▪ Quoted

▪ Negotiated

▪ Final

■ Types of Documents

■ Interaction with Cost Worksheet

Change Management Setup and Configuration

■ Document Types

■ Cost Worksheet columns

Initiating a change

■ Initiate Change Management from modules

■ Start from scratch

Using Issues with Change Management

■ Change Management tracks change documents

■ Issues track all documents in all modules

Change Management Walk-Through

■ Initiate

■ Issue

■ Walk through the phases

■ Collect to a CO

Change Management Variations

■ Only Commit Side

■ Time and Materials

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