The Experts in Oracle Projects

SM

Integrating Oracle Project Management 11.5.10 M with External Scheduling Tools

Presented by Sam Uttarwar Principal Consultant

About Project Partners, LLC

Founded in 1997 by former chief architect of Oracle Projects Former Oracle developers, consultants, support technicians and product marketing personnel 175+ successful customers Expert services Products to extend Oracles solution

Our Services

Implementation

Extensions

Full Projects Suite Financials & Projects

Conversions Upgrades Training Premium Support

Library of proven successes for E&C, Govt Contractors, Prof Services industries

Our Products

OP3

Pre-packaged bi-directional integration between Primavera and Oracle Projects Used by USACE, Iraq PCO, Bollinger Shipyards and more.

Project Information Center (PIC)

Custom Dashboards and Reporting Invoice Consolidation and Printing Used by MasterCard, KCI, DAI, ASRC, Abt Associates and more

Oracle ProjectsFrom Project Accounting..

Time & Expense Material Costs Supplier Invoices Commitments Allocations

Manage to Budget Accrue Revenue Invoice Customer Cross-Charge Capitalize Assets

Collect and Manage Costs

... To Enterprise Project Management - with 11.5.10 M

Oracle Projects Family Pack M (11.5.10.M)

Released May 2005 Brings Projects into the Front Office Completely new functionality in HTML UI Used by Project Managers and Team Members

Planning Workplan, B&F, Staffing Plans Execution Issue& Change Management, Progress Monitor Project Performance, Exceptions, Status Organizational Portfolio Analysis

Integration with 3rd party scheduling tools

Why integration?

So where do the scheduling tools fit in the project planning and execution process?

Most organizations use tools like MS Project and Primavera for scheduling Oracle Projects does not support native scheduling. Objective: Protect investment in scheduling tools while exploiting the power of Oracle ERP

Planning the Project Work

Define Deliverables Create Workplan
Define outputs, such as items,documents, etc.

Define Work Breakdown Structure

Define task details Sequence tasks in hierarchy

Define Dependencies
Define task dependencies

Assign Resources

Develop Workplan Schedule

Integrate with 3rd party scheduling tool to schedule workplan

Review Workplan Costs

Review cost impact of resources on workplan Review by WBS or Resource Breakdown Structure

Assign labor and non-labor resources to tasks Identify dates, effort/quantity

Oracle Project Management

Scheduling Tools Oracle Project Management

Scheduling Tools

Oracle Project Management

Review Resource Usage on Workplan Staff Project Team

Review aggregate need for resources based on workplan resource assignments

Assign Known Resources

Assign named people to team Obtain approval for provisional assignments(PJR)

Create Resource Requirements

For unknown resources, create resource requirements to be staffed

Staff Resources Requirements

Search resource pool, manage candidates, assign resource resources to open reqts (PJR)

Project Team Assigned, Review Timeline

Planning the Project Budget

Oracle Project Management

Creating the Project Budget

Define Financial Breakdown Structure Create Budget

Generate Budget

Adjust Budget
Adjust/override generated lines Add contingency & other manual amts Plan in multiple currencies

Submit & Approve Budget

Submit budget for approval

Publish Workplan
Automatically notify all team members of published workplan

Executing and Controlling Project Work

Define tracking of Generate based financials for the on Workplan project in financial Resources or breakdown structure Project Team Can be shared with Reqmts/Asgmts WBS, or separate

Oracle Project Management

Executing & Controlling the Project Work

Enter Progress Against Tasks Enter Deliverables Progress Review Progress for Task Review Progress Against WBS

Collect Enter time, actuals Enter % complete, Progress against tasks, ETC date, status, etc.

Review progress for Roll progress up all tasks of the WBS task, deliverables, Override progress or estimated dates Report completion of work qtys number at any level Enter or process actions against Override derived of WBS actual costs for non- deliverable progress labor resources

Oracle Project Management

Creating and Updating Forecast

Track & Resolve Issues Manage Issues & Improved UI to manage project Changes
issues

Capture Changes
Automatically implement cost/revenue impact to financial plan

Update Workplan Based on ETC Update Schedule

Apply latest progress to new workplan version

Update Schedule

Update Team Schedules

Oracle Project Management

Oracle Project Management

Use Scheduling Based on new task Tools to update task dates, extend resource assignment duration, dates request new resources, Push info back into or reassign tasks Oracle for further analysis and planning Oracle

Scheduling Tools

Project Management

Creating and Updating the Forecast and Managing the Project Performance
Generate Forecast Review Forecast Submit & Approve Forecast Re-publish Workplan
Automatically notify all team members of revised schedule and forecast

Create & Review forecasts Update Automatically Submit generated from and do mass forecast for Forecast multiple sources to adjustments by RBS
derive ETC Override systemgenerated forecast or WBS Compare different versions approval

Oracle Project Management

Review Overall KPIs Monitor Performance

Review Detailed Project Performance

Review Key Performance Areas

Monitor Exceptions
Set up thresholds for exceptions Configure e-mail notifications for exceptions

Send Status Reports

Publish status report including performance information

Review total Review by task in Set up and review project costs, financial breakdown performance revenues, effort, structure, resource scores billing, earned in RBS, period, etc. value Drill down to Review traffic light transaction level for indicators for costs overall exceptions

Oracle Project Management

Integration with 3rd Party Scheduling Tools

Integration with Microsoft Project

Available from Oracle, bundled with 11.5.11 M Integration with desktop (standard) version only Easy to install and configure Versions supported: 2000/2002/2003

Integration with Primavera Project Planner

Available from Project Partners as a pre-packaged product, OP3 Integration with Enterprise version, running on Oracle db Easy to install and configure Versions supported: P3e and P3e/c 4.1 and 5.0

Integration with Microsoft Project Integration Points

Planning Resources Projects Work Breakdown Structures Activity Resource Assignments Financial Plans Actuals

Integration with Microsoft Project Workplans

Planning phase: Bi-directional Integration with workplans

Planning the Project in MS Project

Receive planning resource list from Oracle Projects Build project plan with resources received from Oracle Projects Schedule project plan Send the scheduled project to Oracle Project Update the project plan in either application and receive in the other to keep the two projects in synch Attach the desktop project file (.mpp) to project in Oracle (optional)

Integration with Microsoft Project Workplans

Planning phase: Bi-directional Integration with workplans (contd.)

Planning the Project in Oracle Projects

Build project plan in Oracle Receive project plan along with the resources in MS Projects Schedule project plan Send the scheduled project to Oracle Project Update the project plan in either application and receive in the other to keep the two projects in synch Attach the desktop project file (.mpp) to project in Oracle (optional)

Integration with Microsoft Project Progress

Execution phase: Integrating progress

Collect and summarize progress in Oracle Projects

Resource Actual hours, ETC hours, Resource Actual Start/Finish Dates, Task Actual Start Finish Dates, Task Status, Progress Status, Progress Overview

Receive progress in MS Project Reschedule the project based on latest progress Send the rescheduled project to Oracle Project Collect progress for the next progress cycle and repeat the above steps

Integration with Microsoft Project Financial Plans

Integrating Financial Plans (non-shared financial structure)

Receive resources, resource rates and financial tasks Create project plan with or without resource assignments Enter task costs/MS Projects computes task costs from resource assignments and rates Send task costs or task/resource assignments hours and costs as budget lines to a financial plan.

Integration with Microsoft Project - Data Transfer from Oracle Projects to MS Project

Planning Resource List, Resource Burdened Rates Project Start/Finish Dates Work Breakdown Structure and Tasks

Task Numbers, Names, Start/Finish Dates, Durations, Task Type (workplan structure) Task Number, Name, Start Finish Date (for non-shared financial structure) Oracle specific task attributes in custom fields Service Type, Work Type, Task Organization, Task Manager, Billable/Chargeable flags, Transaction Start/Finish Dates

Dependencies with lead/lag times (workplan structure)

-continued-

Integration with Microsoft Project - Data Transfer from Oracle Projects to MS Project (contd)

Resource Assignments (workplan structure)

Planned hours, Scheduled Start/Finish dates Actual start/finish dates, Actual and ETC hours of tasks and resource assignments Oracle specific progress attributes in custom fields Task Status, Progress Status, Progress Overview, Progress Comments, Physical Percent Complete.

Progress (workplan structure)

Integration with Microsoft Project - Data Transfer from MS Project to Oracle Projects

Project Start/Finish Dates Work Breakdown Structure and Tasks (workplan structure)

Task Numbers, Names, Durations, Constraints, Constraint Dates, Scheduled/Early/Late Start/Finish Dates, Free/Total Slacks Oracle specific task attributes in stored in custom fields Task Type, Service Type, Work Type, Task Organization, Task Manager, Billable/Chargeable flags, Transaction Start/Finish Dates

Dependencies with lead/lag times (workplan structure) Resource Assignments to workplan tasks (workplan structure)

Planned hours, Scheduled Start/Finish dates

-continued-

Integration with Microsoft Project - Data Transfer from MS Project to Oracle Projects (contd)

Tasks/Resource Assignments to Financial Plans (non shared financial structure)

Financial plan budget lines, planned hours, assignment cost Actual start/finish dates, Actual and ETC hours of tasks and resource assignments (for non-shared workplan structure only) Oracle specific progress attributes in stored in custom fields Task Status, Progress Status, Progress Overview, Progress Comments, Physical Percent Complete.

Progress (workplan structure)

MS Project File (.mpp)

Sending Project to Oracle Projects

Sending Project to Oracle Projects

Sending Project to Oracle Projects

Sending Project to Oracle Projects

Receiving Project in Microsoft Projects

Receiving Project in Microsoft Projects

Receiving Project in Microsoft Projects

OP3: Integration with Primavera Integration Points

Planning Resources Projects Work Breakdown Structures Activity Resource Assignments Financial Plans Actuals

OP3- Data Transfer from Oracle Projects to Primavera

Planning Resource List including Resource Organizations, and Employee Data Project Start and Finish Dates Work Breakdown Structure and Tasks Classification Category/Codes as Enterprise Project Structure Codes Workplan Resource Assignments or Financial Plan Budget Lines as Resource Assignments Scheduled Start and Finish Dates for Tasks and Resource Assignments
-continued-

OP3- Data Transfer from Oracle Projects to Primavera (contd)

Task and Resource Assignment Planning, Estimate to Complete and Estimate At Completion Costs Project Manager Task Manager as Primary Resource Project Status, Project Type and Project Classification Categories/Codes as Project Codes Actual costs and quantities

OP3 - Data Transfer from Primavera to Oracle Projects

Project Start and Finish Dates Work Breakdown Structure and Activities Activity Constraints, Constraint Dates and Duration Types Start and Finish Dates for Activities and Resource Assignments Early Start/Finish and Late Start/Finish Dates for Activities Milestones Resource Assignments to Workplan Resource Assignments or Financial Plan Budget Lines
-continued-

OP3 - Data Transfer from Primavera to Oracle Projects (contd)

Activity Codes to update Task Organization, Task Type, Service Type, Work Type, Billable and Chargeable Flags Primary Resource as Task Manager Estimate to Complete and Estimate at Completion quantities Activity Codes to Update Progress Overview, Progress Status and Progress Comments Activity Percent Complete

Case Study: OP3 in the Enterprise

ABC Corporation uses Primaveras scheduling and WBS/activity maintenance for planning and scheduling project work ABC uses Oracle Projects budgeting and forecasting features to perform detailed cost analysis based on cost budgets generated from project work data ABC relies on OP3 to share project data between the systems

Case Study: OP3 in the Enterprise

Planning Phase of the Project
1. Project is initiated in Oracle Projects, detailed work schedule is created in Primavera, and the project data in the two systems is synchronized Project is approved in Oracle Projects Working and baseline versions of the cost budget are created in Oracle Projects

2. 3.

OP3 synchronizes the project work schedules in the two systems and creates the budget version directly from a Primavera plan

Case Study: OP3 in the Enterprise

Execution Phase of the Project
1. 2. Actuals (cost and quantities) are entered in Oracle Projects and interfaced with Primavera Progress and estimate to complete information is entered in Primavera, project is rescheduled based on the actuals and estimate to complete information and the latest work and schedule data is sent to Oracle Working/Baseline versions of the budget and forecasts are created in Oracle Projects based on the latest data and compared with the baseline cost budget to monitor the financial performance of the project

3.

OP3 synchronizes actuals, estimates to complete and progress information between the systems and creates budget/forecasts directly from the updated Primavera plan

Case Study: OP3 in the Enterprise Details

Project Manager uses OP3: Planning Phase

Initiates a project in Oracle Projects Uses OP3 Autolink capability to create a linked project in Primavera Uses Primavera to create WBS, activities, resources assignments and schedules the work Uses OP3 to update the linked project in Oracle Projects Reviews and approves the project in Oracle Projects Refines and finalizes the project work and schedule in Primavera and send the final updates to the project in Oracle Projects

Case Study: OP3 in the enterprise Details

Financial Manager uses OP3: Planning Phase

Reviews the project workplan in Oracle Projects Uses OP3 to create working versions of the approved cost budget in Oracle Projects

Budgets created from workplan resource assignment units in Primavera and resource rates in Oracle Projects

Reviews the working versions of the cost budget in Oracle Projects Uses OP3 to create the baseline version of the approved cost budget

Case Study: OP3 in the enterprise Details

Project Manager uses OP3: Execution Phase

Enters & summarizes actual quantities and costs for resource assignments in Oracle Projects. Uses OP3 to transfer actuals to Primavera Enters Estimate to Complete (ETC) for the resource assignments and progress information for activities in Primavera Reschedules the project in Primavera with the latest actuals & ETC information Uses OP3 to send the latest schedule, progress & percent complete information to Oracle Projects Generates Earned Value and other reports in Oracle based on the actuals, estimate to complete and percent complete information received from Primavera

Case Study: OP3 in the Enterprise Details

Financial Manager uses OP3 : Execution Phase

Reviews the updated project in Oracle Projects Uses OP3 to create working versions of the approved cost budget/primary cost forecast in Oracle Projects Reviews working versions of the cost budget and forecast in Oracle Projects Uses Oracle Projects to compare the latest versions of budget and forecast with the baseline version to monitor the financial performance of the project and take corrective action, if needed

Project Initiation in Oracle Projects and Autolinking

Planning Resource Lists in Oracle Projects and Primavera

WBS and Activity Maintenance in Primavera and updates to Oracle Projects

Task Schedule, Other Task Attributes and Activity Codes in Primavera and Oracle Projects

Creating Budget Versions in Oracle Projects from Primavera Plan

Reviewing Budget Versions in Oracle Projects

Interfacing Actuals from Oracle Projects to Primavera

Entering Progress and Estimate to Complete in Primavera and sending updates to Oracle Projects

Creating rolling forecasts in Oracle Projects based on the latest Actuals and Estimate to Complete

Thank you
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