Professional Documents
Culture Documents
Agenda
Oracle E-Business Suite Project Management Oracle Primavera Overview Oracle Fusion Project Management
Resource Management
Funded Research / Work Facility / Construction Mgt Asset Management Research & Development Information Technology Marketing Other Internal Project Work Strategic Initiatives
Update Skills Match Resources Track Utilization
HCM Procurement Inventory Manufacturing Sales / Contracts Asset Management Document Repository CAD / Product
Project Management
Track Workplan Budget & Forecast Manage Change Manage Performance
Accounting
Secure Project Information
Track Effort/Costs Manage Contract/Billing Capitalize Assets Cross-Charge
Collaboration
Update Progress Resolve Issues Review Documents
Intelligence
Portfolio Planning
Built-In Enterprise Integration
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Contract
Projects are source of revenue for organization
Capital
Projects result in Capital Assets
Indirect
Projects manage unrelated activities for cost control
Project Phases
Sourcing
Planning
Execution
Closeout
Leads
Opptys
Proposals
Ongoing
Awarded Projects
Approved Projects
Project Sourcing
Proposal
Projects
Opportunity
Execution Projects
Select and use your methodology Identify and capture tasks to perform during sales cycle Sort tasks (priority, due date, status, etc.) Assess probability of win / loss for outstanding proposals Determine timing of projects Track weighted value of potential new contracts Capture all costs associated with proposals
Proposals
Combine opportunity pipeline with existing project backlog Pipeline Forecast macro-level resource requirements (e.g. labor) Gain full pipeline perspective for strategic planning purposes
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Project Planning
Leverage enterprise
project templates
WBS Template
Approve
Publish and Version Workplans
Define deliverables Identify resources Streamline approval Baseline the workplan Publish to project team directional integration to Scheduling Tools
Create Workplan
Leverage bi-
Resources
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Integration
Ensure milestones/project deadlines are achieved
Schedule (Scope)
Ensure resources are not over allocated Ensure project is within its cost budget
Resources Costs
integration
Assigned Tasks Upcoming Tasks Open Issues In-process Changes Share Documents Open Notifications Enter Time & Expenses
Update Progress
Resolve Issues
Documents
Charge Time/Expense
Project Reporting
PSI -> Project Performance -> Project Analytics Reporting Pack (Based on BI-Publisher)
Management Reporting
Operational Reporting
Project Reporting
Project Performance Reporting
Exceptions
Earned Value
Project Costs
BENEFITS More timely, informed decisions at all levels of the Project organization
Original Revenue Budget Current Revenue Budget Forecast Cost Budget Forecast Revenue Budget ITD, QTD, YTD Metrics People Cost People Efforts Billable Cost Non-Billable Cost ITD, QTD, YTD Metrics # of Approved Invoices Retention Billed Retention Withheld Write-off Amount ITD, QTD, YTD Metrics Margin Change Cost Variance Forecast Cost Variance ETC Burdened Cost ETC Revenue
Project Cost
Burdened Cost Burden Cost Raw Cost Equipment Cost Equipment Efforts Revenue Amount Revenue Quantity Unbilled Receivables Unearned Revenue Invoiced Amount Margin Margin-ITD Margin Percent Margin Percent -ITD Forecast Margin
Project Profitability
Project Management
Resource Management
Planning Enhancements
Project Portfolio Analysis
Program APIs
iSetup/R12 Diagnostics
UI Improvements
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Evolution of Primavera
Contract Management
Change Management Contract Management Claim Management Issue Management
P6
Project Management Risk Management Project Scheduling Resource Management
Portfolio Management
Propose, Prioritize & Select Initiatives Review, Track & Adjust Portfolio
Primavera P6 Release 8
Management
Project Portfolio Management Project Management
Program Management
Resource Management Risk and Issue Management Cost and Earned Value Management Progress Reporting
Project Collaboration
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Difficult to determine whether we can take on new work Projects get authorized without appropriate governance and approvals Costs are not synched between accounting and project management systems Project initiation workflow Scenarios for portfolio what-if analysis Enterprise Reporting Database Integration with ERP Easily prioritize projects to create and deliver a resource-optimized, riskadjusted portfolio Track and communicate project and portfolio performance from a single source of truth across the enterprise. Absolute alignment between strategy, execution, and results
Solution
Benefits
Lack of alignment of projects and resources to the business Inconsistent project decisions Inability to respond quickly to changing priorities and incoming demand Configurable project scoring, weighting and portfolio waterlining Interactive Gantt chart and resource capacity planning Dashboards Align projects and resources with business strategy Identify poorly performing projects Ensure governance over project authorization and initiation Balance risks and potential return Speed decision-making with real-time KPIs showing demand and current commitments
Solution
Benefits
Project Management
Project Management
Summary Challenge
Cant predictability forecast cost and schedule for all projects Slow to identify and resolve problems Inconsistent and inaccurate communication of project performance Methodologies Critical-path method scheduling Interactive Gantt Chart Configurable views and role-based project management dashboards Consistently plan, execute and deliver all projects large and small on time and within budget Quickly identify the root cause of problems, adjust plans and immediately assess the impact Easily evaluate alternatives to find better, faster, cheaper ways to deliver projects and programs
Reduced construction times by approximately 40%, saving millions of dollars annually
Copyright Project Partners, LLC
Solution
Benefits
Progress Reporting
Summary
Challenge
Poor understanding of project status Inaccurate reporting of time against projects Inadequate bi-directional communication between teams and stakeholders Unrealistic estimate to complete and early warning indicators Customizable dashboards Updates by activity spreadsheet Progress Spotlight Timesheets Optional activity and timesheet approval process
Solution
Benefits
Teams are more accountable for achieving milestones Track, capture, and analyze the time team members spend on project-based work Gather status from those closest to the work and with first-hand details Proactive communication of accurate status so there are no surprises
Resource Management
Effective matching of the right skills to projects enables companies to cut project completion times by 10% to 40% and overall resource requirements by 24% to 40%. -- from a study by Projects at Work magazine
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Resource Management
Summary Challenge
Poor understanding of what resources are currently working on Difficult to find the best people to staff a project Too many resource conflicts across and within projects
Solution
Resource Planning Dashboard Resource roles and skills Project, WBS and activity level resource assignments Configurable graphics and reports Complete resource visibility Maximize use of resources Quickly find and assign resources based on role, skill level, location, availability, and more Easily determine whether there are sufficient resources with the right skills to take on future work
Benefits
Savings of US$21 million per year, with US$3 million coming from manpower reduction; 7% reduction in shutdown duration
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Cost Management
Cost Management
Summary Challenge
Projects consistently over budget Difficult to reconcile high-level budgets with project actuals Unable to report cost and schedule variances, and estimates to complete Cost-loaded schedules and baselines Estimate to Complete Earned Value Management (EVMS) Integration with ERP for capturing actual costs Bottom-up actual reconciliation with top-down budgets Establish high-level budgets and refine as projects are planned in detail Early warning signs of projects going over budget with EVMS KPIs One version of the truth
Increased project success rates and aligned IT with the business amid huge IT budget cuts
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Solution
Benefits
Inadequate identification and management of risks and issues Unrealistic expectations from stakeholders Identification of trends across projects
Solution Risk and issues portlet Qualitative risk management Issue forms Benefits
Proactively manage issues to keep projects moving forward Understand the impact of risk and uncertainty on project schedule and cost Higher confidence in ability to deliver project(s) as promised
$1.3M saved by eliminating manual data entry; 88% reduction in time to report and resolve issues; Expect additional savings of $70M
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Collaboration
Summary
Challenge
No one seems to know what the other team members are doing Decisions are constantly escalated to management when they could be made at lower levels Project workspace and portlets Activity feedback between team members and project management Notebooks UCM integration Unite project teams and stakeholders through collaboration and strong feedback methods Team members have access to the most up-to-date project information and schedules, eliminating communication gaps that cause project delays Facilitate team-based collaboration to improve decision-making, streamline project coordination and improve team efficiency Standardize on Primavera across 165 offices in 30 countries; Improve collaboration between design and construction staff and subcontractors
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Solution
Benefits
Oracle Fusion
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Phone: 650.712.6202
Email: rfeldscher@projectp.com