Oracle-Unifier項(xiàng)目溝通與文檔管理方案介紹

PrimaveraUnifier項(xiàng)目溝通與文檔管理方案介紹CollaborateCentralizedConnection議程安排工程項(xiàng)目溝通與文檔管理需求Unifier項(xiàng)目溝通與文檔管理基本功能介紹任務(wù)管理、文檔管理、門徑管理、會(huì)議紀(jì)要、行動(dòng)事項(xiàng)送審件登記、事故報(bào)告、信息請(qǐng)求、質(zhì)量保修、通信管理Unifier項(xiàng)目溝通與文檔管理業(yè)務(wù)場(chǎng)景介紹在線圖紙校審UnifierCMSolutionAcceleratorUnifier方案特點(diǎn)總結(jié)HowCompaniesinDifferentIndustriesCollaborateCollaborationPatternssoftwareCollaborationPatternsMedia&

entertainmentCollaborationPatternsmanufacturingCollaborationPatternsFinancialservicesCollaborationPatternsconstruction項(xiàng)目協(xié)作是復(fù)雜的而且正變得更加難以管理決策、文件、信函的數(shù)量呈幾何級(jí)數(shù)的增長(zhǎng)

現(xiàn)在，怎么辦？?jī)?nèi)部服務(wù)器電郵&電子表格紙張

&傳真2010s2000s1990s1980s1,000,000100,00010,0001,000建筑師業(yè)主政府規(guī)范顧問(wèn)分包單位供應(yīng)商總包分包單位分包單位監(jiān)理設(shè)備管理工程行業(yè)項(xiàng)目溝通協(xié)作現(xiàn)狀承包商FileServerEmail顧問(wèn)公司SharePointEmail001業(yè)主EDMSEmail605A3公共盤信函x5001RFIRFI各自為政的信息管理RFIRFIRFIAdvAdvAdvResResResResApprApprApprApprApprApprAppr設(shè)計(jì)審核和文檔提交流程

x1000次…在許多項(xiàng)目伙伴之間的許許多多的流程…信息刪除、遺失文件多次人工歸檔文件和流程無(wú)法對(duì)應(yīng)審計(jì)線索不完全無(wú)法全盤了解項(xiàng)目進(jìn)展流程是什么?狀態(tài)如何?瓶頸在哪?信息查找困難?搜索、查詢、追溯、審計(jì)信息管理失控多套系統(tǒng)=生產(chǎn)率降低+錯(cuò)誤增加+風(fēng)險(xiǎn)增強(qiáng)66%的工程問(wèn)題是由于項(xiàng)目信息管理以及溝通不暢造成的

業(yè)主項(xiàng)目經(jīng)理建筑師顧問(wèn)總包分包項(xiàng)目干系人互聯(lián)網(wǎng)移動(dòng)設(shè)備WebService信息和流程管理PrimaveraUnifier系統(tǒng)平臺(tái)功能文檔管理可視化圖紙簽審管理招投標(biāo)管理郵件管理變更管理合同管理任務(wù)管理安全質(zhì)量管理成本管理移動(dòng)應(yīng)用管理企業(yè)文檔管理訪問(wèn)記錄審計(jì)工作流自動(dòng)化業(yè)務(wù)建模管理系統(tǒng)集成管理監(jiān)理PrimaveraUnifier項(xiàng)目溝通與文檔管理平臺(tái)(IPD)業(yè)主，顧問(wèn)公司，承包商，建筑師，工程師，

分包商公司辦公室，途中，

現(xiàn)場(chǎng)PrimaveraUnifierCloud:任何人，任何時(shí)間，任何地點(diǎn)24×7小時(shí)全天侯接入議程安排工程項(xiàng)目溝通與文檔管理需求Unifier項(xiàng)目溝通與文檔管理基本功能介紹任務(wù)管理、文檔管理、門徑管理、會(huì)議紀(jì)要、行動(dòng)事項(xiàng)送審件登記、事故報(bào)告、信息請(qǐng)求、質(zhì)量保修、通信管理Unifier項(xiàng)目溝通與文檔管理業(yè)務(wù)場(chǎng)景介紹在線圖紙校審UnifierCMSolutionAcceleratorUnifier方案特點(diǎn)總結(jié)主要關(guān)注項(xiàng)目溝通協(xié)作相關(guān)的業(yè)務(wù)流程，包括：會(huì)議紀(jì)要、行動(dòng)事項(xiàng)、傳送件,送審件等、和RFIs和變更管理等。每個(gè)業(yè)務(wù)流程BP都有預(yù)制好的標(biāo)準(zhǔn)化報(bào)表。大部分BP都與文檔管理器有關(guān)聯(lián)。項(xiàng)目問(wèn)題管理可以與所有相關(guān)文件實(shí)現(xiàn)全過(guò)程追溯自動(dòng)化項(xiàng)目門徑控制。PrimaveraUnifier項(xiàng)目溝通與文檔管理主要功能：全面的任務(wù)管理功能，按項(xiàng)目和跨項(xiàng)目。單一的地方，去為所有的項(xiàng)目或企業(yè)的行動(dòng)和信息項(xiàng)容易迅速采取行動(dòng)，把事情完成。Unifier項(xiàng)目溝通與文檔管理：待辦任務(wù)Unifier項(xiàng)目溝通與文檔管理：待辦任務(wù)可以通過(guò)郵件回復(fù)和移動(dòng)應(yīng)用來(lái)響應(yīng)工作任務(wù)。Unifier項(xiàng)目溝通與文檔管理：消息和草稿主要功能：消息：在BP審批過(guò)程中，CC給你但不由你負(fù)責(zé)的事項(xiàng)。草稿：保存之前起草但未完成的記錄。Unifier中的每一個(gè)項(xiàng)目都有一個(gè)自己的郵箱，可以用來(lái)接收從外部郵件系統(tǒng)發(fā)過(guò)來(lái)的郵件。所有被授權(quán)的Unifier用戶都可以看到這類公共郵件，或者把它們轉(zhuǎn)發(fā)給其它項(xiàng)目干系人。Unifier項(xiàng)目溝通與文檔管理：項(xiàng)目MailBoxLoginandHomeScreensMobileoptimizedHTMLinterfaceWorkswithanybrowser-enabledphoneUnifier項(xiàng)目溝通與文檔管理：移動(dòng)應(yīng)用ActiononassignedtasksandcreationofnewbusinessprocessrecordsUnifier項(xiàng)目溝通與文檔管理：移動(dòng)應(yīng)用可配置的文檔目錄結(jié)構(gòu)保存任何格式的文檔和媒體紙標(biāo)注備注和簽閱記錄版本控制可配置文檔屬性視圖全文索引文檔檢索批量上傳/下載外部引用文件管理與業(yè)務(wù)流程關(guān)聯(lián)可視化圖紙簽閱主要功能：Unifier的文檔管理器(DM)是一個(gè)功能功能完整的、具備訪問(wèn)權(quán)限控制的企業(yè)級(jí)電子文檔管理系統(tǒng)(EDMS)。DM可以和業(yè)務(wù)流程進(jìn)行關(guān)聯(lián)，使其超脫一般意義上的文檔管理器。DM可以和NAS、WebCenter(UCM)、Documentum、MSSharePoints以及CMIS等企業(yè)內(nèi)容管理軟件集成。DM具有完整的版本控制、參考管理、審計(jì)日志記錄和查看功能，具有完整的索引搜索功能和可配置元數(shù)據(jù)功能。Unifier項(xiàng)目溝通與文檔管理：文檔管理器Viewengineering&businessdocumenttypesAdddigitalannotations&commentsPrint&batchprintdocumentsCollaborateinreal-timewithglobalteamsviawebOpenintegrationframeworkAugmentedBusinessVisualizationContracts,RFIs,....Floorplans,2DSpecs…3DModels,Assemblies…TIFF,JPEG,....Unifier項(xiàng)目溝通與文檔管理：工程圖紙可視化圖紙標(biāo)注基于業(yè)務(wù)流程的文檔和圖紙協(xié)作焊接設(shè)備探傷檢測(cè)焊材焊料熱處理焊工合同單線圖焊縫Unifier項(xiàng)目溝通與文檔管理：記錄關(guān)系追蹤主要功能：包括強(qiáng)大的記錄關(guān)系管理系統(tǒng)，支持合規(guī)性管控和完整的審核跟蹤。快速了解信息的關(guān)聯(lián)關(guān)系。比如，你可以快速發(fā)現(xiàn)變更請(qǐng)求（ChangeRequest）與合同和問(wèn)題的關(guān)系。引用記錄可以查看圖形參考圖，提供文件和業(yè)務(wù)過(guò)程記錄之間的關(guān)系，為文檔提供可追溯性。當(dāng)前階段為：前期工作階段當(dāng)前階段過(guò)閥條件1已經(jīng)滿足，等待條件2Unifier項(xiàng)目溝通與文檔管理：門徑系統(tǒng)主要功能：可為每個(gè)項(xiàng)目定義門徑，確保項(xiàng)目交付質(zhì)量，保證項(xiàng)目成功?？梢詾槊總€(gè)門徑點(diǎn)設(shè)置過(guò)閥條件，必須滿足的條件?？梢酝耆詣?dòng)化地按照預(yù)定的條件檢查過(guò)閥條件，可以自動(dòng)刷新項(xiàng)目階段進(jìn)展，再加上可配置電子郵件通知，以確保所有項(xiàng)目干系人都了然項(xiàng)目狀態(tài)。項(xiàng)目溝通與文檔管理業(yè)務(wù)對(duì)象文檔管理器公司級(jí)管理功能項(xiàng)目級(jí)管理功能文檔管理器報(bào)表報(bào)表儀表板會(huì)議

紀(jì)要活動(dòng)項(xiàng)目項(xiàng)目信息項(xiàng)目關(guān)閉監(jiān)理觀察記錄通信管理項(xiàng)目日?qǐng)?bào)月度更新設(shè)計(jì)評(píng)審設(shè)計(jì)變更請(qǐng)求送審件登記送審件管理傳送件管理事故報(bào)告經(jīng)驗(yàn)總結(jié)復(fù)工通知管理模塊業(yè)務(wù)流程信息請(qǐng)求(RFI)擔(dān)保管理建造師補(bǔ)充指令Usethisbusinessprocesstorecordmeetingminutesandtoautomaticallygenerate“ActionItems”businessprocessrecords.EfficientmeetingsFocusonkeyitemsDetailedtrackingOneclickaccessRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUnifier項(xiàng)目溝通與文檔管理：MeetingMinutesUsethisbusinessprocesstocapturetasksidentifiedinmeetings,andtracktheseitemsthroughcompletion.Actionable&TraceableUnifier項(xiàng)目溝通與文檔管理：ActionItemsRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstodocumentandtrackcorrespondence.Includes:hardcopyletters,phoneconversations,andothergeneralcommunications.Documentimportantconversationstosucceedindisputes.Unifier項(xiàng)目溝通與文檔管理：CorrespondenceRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstoroutethedesignreviewrecordthroughtheapprovalprocess.OpendocumentsinAutoVueforreviewandmarkup.TraceableapprovalsUnifier項(xiàng)目溝通與文檔管理：DesignReviewsRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstorequestdesignchanges.SinglesourceoftruthGovernanceandtraceabilityUnifier項(xiàng)目溝通與文檔管理：DesignChangeRequestsRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstocreatepunchlistsandroutethemthroughtheapprovalprocess.Easilyassignandtrackresponsibilities.Unifier項(xiàng)目溝通與文檔管理：PunchlistUsethisbusinessprocesstoaskproject-relatedquestions.ManageandtrackchangesGovernanceandtraceabilityCostAnalysisNOTE:Exampleofamodifiedprocess.RiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUnifier項(xiàng)目溝通與文檔管理：RequestsforInformation(RFI)Usethisbusinessprocesstolistsubmittalsandtracktheirstatuses.LineitemscanbecreatedfromSubmittals.Easilytracksubmittalstatus.

Unifier項(xiàng)目溝通與文檔管理：SubmittalRegisterRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstosubmitprojectdocuments.Auto-createdfromSubmittalRegisterlineitems.CanbecreatedmanuallytoaddlineitemstoanexistingSubmittalRegister.ViewandusedocumentswithAutoVueIntegrateddocumentmanagementsystem,supportedbyworkflowsfordistributionandapprovalsEliminateduplicateentriesDetailedauditlogsshowingwhodidwhat&whenUnifier項(xiàng)目溝通與文檔管理：SubmittalsUsethisbusinessprocesstotransmitprojectdocumentation,suchasdrawingsandspecifications,routetheseitemsthroughtheapprovalprocess,andcreateapermanentrecordofthetransmission.WorkflowsforReview/ApprovalcyclesDetailedauditlogsshowingwhodidwhat&whenTrackaccountabilitywithdocumentcontrolsShortentransmittalprocessingtimeUnifier項(xiàng)目溝通與文檔管理：TransmittalsRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstorecordandstorewarrantyinformation.Ensurewarrantyitemsareeasilyfoundandmanaged.Unifier項(xiàng)目溝通與文檔管理：WarrantiesRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstocreateandroutenoticestoproceedwithacontractthroughtheapprovalprocess.Singlesourceofinformation.Unifier項(xiàng)目溝通與文檔管理：NoticestoProceedRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstorecordanyprojectincidents.SinglesourceofallsafetyrecordsTieddirectlytotheproject,vendor,andthecontractEasilyreportedforroot-causeanalysisandprevention.Unifier項(xiàng)目溝通與文檔管理：IncidentReportsRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstorecordprojectissues,reasons,solutions,&recommendations.SinglesourceofLessonsLearnedDirectlytiedtotheproject.Unifier項(xiàng)目溝通與文檔管理：LessonsLearnedUsethisbusinessprocessforarchitectstosubmitadditionalinstructionsandroutetherecordthroughtheapprovalprocess.Architect’sSupplementalInformationrecordiscreatedandsentforapproval,orrevision.YoucanalsocancelanASI.Changesrelatedtocontractsarefullyauditable.ASI-008Unifier項(xiàng)目溝通與文檔管理：Architect'sSupplementalInstructions:RiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocessfordocumentingobservedstructuralelements,theirlocations,andanydeficienciesintheproject.Changesrelatedtocontractsarefullyauditable.Unifier項(xiàng)目溝通與文檔管理：Architect/EngineerDailyObservationsRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstocreatedailyreportsforequipment,materials,visitors,andworkforce.EasytotrackandrecordstatusTrendsandIssuesProjectstatusataglanceGovernanceandtraceabilityUnifier項(xiàng)目溝通與文檔管理：DailyReportsRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstocreateandroutemonthlyreports.Enablescomprehensivereportingfromacentralsource.Unifier項(xiàng)目溝通與文檔管理：MonthlyUpdatesRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstoinitiatetheapprovalprocessfornewprojects.AutomaticallycreatesanewprojectshellwithatemplateGetprojectsup&runninginamatterofminutes.Unifier項(xiàng)目溝通與文檔管理：ProjectRequestsRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstorecordandstoreprojectdetails.Singlesourceofinformation.Unifier項(xiàng)目溝通與文檔管理：ProjectInformationRiskMitigationFinancialDisciplineOperationsExcellenceComplianceControlCollaborationUsethisbusinessprocesstokeeptrackofprojectcloseoutitems.Singlesourceofinformationforallcloseoutactions.Unifier項(xiàng)目溝通與文檔管理：ProjectCloseout議程安排工程項(xiàng)目溝通與文檔管理需求Unifier項(xiàng)目溝通與文檔管理基本功能介紹任務(wù)管理、文檔管理、門徑管理、會(huì)議紀(jì)要、行動(dòng)事項(xiàng)送審件登記、事故報(bào)告、信息請(qǐng)求、質(zhì)量保修、通信管理Unifier項(xiàng)目溝通與文檔管理業(yè)務(wù)場(chǎng)景介紹在線圖紙校審UnifierCMSolutionAcceleratorUnifier方案特點(diǎn)總結(jié)Unifier項(xiàng)目溝通與文檔管理-圖紙校審場(chǎng)景描述：Amy是工程公司的設(shè)計(jì)人員，專業(yè)為鋼結(jié)構(gòu)設(shè)計(jì)。在OFFC項(xiàng)目她的職責(zé)是設(shè)計(jì)一個(gè)焊接定位裝置。David是EPC承包商的設(shè)管理人員，負(fù)責(zé)審核各專業(yè)分包提交的圖紙圖集。David在校核Amy提交的設(shè)計(jì)圖紙（welding_v1.dwg）時(shí)，發(fā)現(xiàn)孔距有誤，要求從1.75inch改為1.25inch。解決方案：使用Unifier的DesignReviewBP，實(shí)現(xiàn)圖紙?jiān)O(shè)校審功能。標(biāo)題：鋼結(jié)構(gòu)焊接定位裝置交付方式：Electrnic(電子文檔）圖紙校審：Amy創(chuàng)建DesignReview記錄通過(guò)附件上傳welding_v1.dwg圖紙圖紙校審：Amy上傳審批圖紙清單項(xiàng)DesignReview是一個(gè)典型的文檔類型BP，清單項(xiàng)是一系列文檔圖紙校審：提交圖紙送審圖紙校審：David收到圖紙?jiān)u審任務(wù)點(diǎn)擊圖紙名稱，Unifier自動(dòng)調(diào)用AutoVue打開(kāi)圖紙圖紙校審：Da