Archive for Posts Tagged ‘Tips & Tricks’


Comments Off on Transitioning from InfoMaker to Oracle’s BI Publisher

Transitioning from InfoMaker to Oracle’s BI Publisher

At the time PCM 14.0 BIPE was released many in the PCM community were excited to hear of the retirement of InfoMaker, but at the same time dismayed to hear there was no ‘upgrade’ or ‘conversion’ from their extensively customized libraries. I have started my own personal journey to being equally comfortable with BI Publisher. And it looks like it will be a long journey.

Aligning with the Oracle Toolset — With the acquisition of Primavera by Oracle in 2009, many of Oracle’s other products are being introduced into the applications Primavera P6 Enterprise Project Portfolio Management and Primavera Contract Management. The default database server, application server, content repository and reporting tool have been replaced with Oracle owned products such as Oracle Server, WebLogic, Enterprise Content Management and BI Publisher. Additionally, the introduction of Business Process Management, User Productivity Kit, Fusion Middleware and BI Enterprise Edition into the Primavera applications further extends the power and availability of your work product.

BI Publisher Resources — Many great resources are available for BI Publisher. The most important resources are the product documentation and Oracle’s support team. This will help with the proper installation and integration of BI Publisher with Primavera Contract Management. Failure to get this fundamental step completed accurately will make this journey all the more frustrating. Additional resources I have found valuable include the Oracle Blogs and Community pages, as well as content found on the BI Publisher YouTube channel. Although not geared to Primavera applications specifically, the BI Publisher Fundamentals training from Oracle University gives you a glimpse into the possibilities while giving some comfort with the tool.

“Practice makes Perfect” — With all the resources available, using the tool will be the best way to learn. Rebuilding the stock reports and forms gave me the comfort of using the tool and validation of how the pieces work together. I am not venturing into rebuilding some custom content that I have previously created in InfoMaker. In the near future I see working with the new template and output options available and seeing how they fit into Primavera Contract Management.

Conclusion — While sad to see my trusted friend InfoMaker disappear after a 15 year love-hate relationship, I see the power of BI Publisher being a great reason to embrace the future and this this tool. While this journey is nowhere near the end, I do see that I will continue to use the resources I have mentioned to make the travels a little less uncomfortable, even if that means circling back many times. Hope to see you on the road…

Collaborate12 — I will be presenting on this topic at Collaborate 12 in Las Vegas, NV. My presentation will be one of several on the topic of BI Publisher. Be sure to check out this conference.

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Comments Off on How do you like your pizza?

How do you like your pizza?

Working as a Primavera Contract Management consultant for the last six years has provided me the opportunity to sample the food of many regions and cities. One particular favorite food of mine is pizza. This isn’t an effect of my traveling over the last few years, but has been a weakness of mine over the last 30+ years.

Everybody has their favorite. Local or chain? Regular, thin or deep dish crust? Heavy or light on the sauce? Carnivore’s delight or vegetarian feast? Mushrooms? Anchovies?   I prefer deep dish, light sauce, pepperoni, sausage, mushrooms (canned) and baked a little longer than normal.

So by now you may be asking why is this guy making me hungry when I should be getting information about how to manage my projects better? Because your project management system should afford you the same flexibility!

What documents do you want to manage in your system? Just submittals and RFI’s, or all project communications? Contracts and Changes, with or without Change Management? Fixed price or Unit Price method? Is the system just a log, or do you want to use it to generate functional documents?  I could go on forever!

On a regular basis, I will endeavor to post some handy information regarding Primavera Contract Management system and some real-world success regarding how different companies are making the system work for them, not just adapting their way to the stock system. I would love to say check back each week, or twice a month, but I might be too busy trying out a new pizza to post. The keys don’t work well with cheese in them!

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