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PCM-Archiver Used to Archive Client Data in PCM

Learn how the PCM-Archiver helped client extract data out of PCM

PCM-Archiver Used to Archive Client Data in PCM

Energy company used PCM-Archiver to extract data, attachments, and PDFs from PCM

Written by Dan MacMillan

Client Overview

Client is a subsidiary of Michigan’s largest electric and natural gas utility, serving 6.8 million of the state’s 10 million residents.

Challenges

  • Want to sunset Primavera Contract Management, which has been unsupported for years and has security issues, but it has information that's crucial to keep for legal reasons.

  • Need to keep custom field data.

  • Need to know who attached files, and when, in case it's needed for future dispute resolution.

Results

  • PCM-Archiver extracted all record data, attachments, and PDFs of the default form into an archive location on the filesystem that doesn't need Primavera Contract Management, or any other special software, to access.

  • PCM-Archiver extracted an Excel spreadsheet for each document that includes custom fields, as well as all other fields, on both the header and line item levels.

  • PCM-Archiver included a tab in the extracted spreadsheet for each document with attachments that includes information about who attached each file and when.

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