PCM-Loader

Overview Case Studies Videos Experience Related Tools

Reduce costly data entry into Oracle Primavera Contract Management by using flexible and secure template driven Microsoft Excel spreadsheets

Minimize data entry and data errors
Configure Excel templates for import and export
Improve vendor collaboration on changes and payments
Load budgets, AFEs, contracts, trends and payments

Overview

Problem

Oracle Primavera Contract Management® (PCM) is the tool of choice for collaborative contract, cost, and document management. It is used by teams managing long-range capital programs with many projects as well as global project teams with large complex projects to deliver. Ensuring that the information in PCM is accurate and up to date is essential to successful project management and some common challenges are:

Migrating data part way through a project
Integrating with other software tools, such as Ares Prism on a regular basis
Ensuring timely and accurate data entry of complex documents such as budgets, AFEs, commitment contracts and payments
Managing drawing and submittal information
Providing a fast and simple data entry mechanism for casual or disconnected users

Solution

Emerald’s PCM-Loader is the solution to the problem. It can create or update Oracle Primavera Contract Management documents from easy-to-use Excel spreadsheet template files. Features of this Emerald tool include:

Web-based
User-friendly and easy to learn and use
Configurable with easy to use Excel templates
Respects PCM security model

Loads and extracts from:

Cost Worksheets
Budgets
AFEs
Trends
Procurements
Commitments
Custom Funding
Change Proposals
Change Orders
Payment Certificates
Drawings
Submittals
Issues
Requests For Information
Non-Compliance Notices
Notices

ROI

Emerald’s PCM-Loader gives your team a quick and easy way to get and keep PCM up to date with real-time project budget, AFE, commitment and forecasting information. This gives managers valuable insight into project status for the best decision-making possible.

Reduce costly data entry
Rework budgeting scenarios quickly
Reduce training costs
Improve collaboration and transparency
Minimize project delays

Case Studies

Loading Fiscal Year Budgets Made Easy

Fiscal year budgeting is easy with PCM-Loader. Build or rework in Excel and load it up.

Learn more

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Videos

What is Emerald's PCM Loader? A Primavera Contract Management Automation Tool

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Emerald's Experience & Past Clients

Emerald’s PCM-Loader is being used by clients from a range of industries.

Canada wide energy efficiency contractor to load:

Project Estimates
Project Budgets
Bid and Procurement Estimates
Progress payments
Submittals
Project manager trends and forecasting

Several Oil Sands Companies on their Capital Programs and Turnaround Projects to load:

Budgets
Commitment Contracts and Purchase Orders
Progress Payments
Change Estimates
Forecasting Trends
Drawings
CWP and Equipment Module Lists
Cost Coding Structures

Other sample clients include:

Multi-discipline worldwide engineering company
Modular building full service contractor
Municipal District School Board

Many clients who understand the value of this solution frequently take advantage of our P6-Loader as well for efficient updating and data manipulation in their Primavera P6 environments.