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11
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential For Oracle employees and authorized
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Oracle E-Business Suite R12.1 Projects Essentials Implementation Boot
Camp Training Courseware
Overview of Oracle Project Management
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
22
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
The following is intended to outline our general product direction. It is
intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing
decisions.
The development, release, and timing of any features or functionality
described for Oracle’s products remains at the sole discretion of Oracle.
33
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© 2009 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Title of Presentation
Presenter’s Name
Presenter’s Title
Overview of Oracle Project Management
Presenter’s Name
Presenter’s Title
44
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Oracle Project Management
Program Agenda
• Workplan Management
• Progress Tracking
• Deliverables Management
• Integrating Oracle projects with MS Projects
• Budgeting and Forecasting
• Issue and Change Management
• Reporting and Performance Management
• Program Management
• Project Collaboration
55
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Workplan Management
66
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementProject Structure
Project
Task 1 Task 2
Task 1.2Task 1.1 Task 2.1 Task 2.2
Task 1.1.1 Task 2.2.2Task 2.2.1
A project is a primary unit of work that can be broken down into a structure of one or more tasks
arranged hierarchically
77
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementOverview of Workplan
Create multiple versions of
workplans
Submit workplans for approval
Publish workplans
Designate a baseline version of the
workplan
Integrate with 3rd party project
tools
Workplan Functionality
Compare workplans
Use workplans to manage your
projects.
88
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementEnable the Workplan Structure for a Project
Enable the workplan structure for a project.
Enable Workplan Structure
If the financial structure is also
enabled, select an option for
workplan and financial structure
sharing.
Optionally Enable Financial
Structure
Optionally Enable Deliverables
99
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementWorkplan Structure – Financial Structure Integration
Choose one of the
Sharing option for
WBS and Financial
Structure
1010
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementCreating Workplan
Enable the workplan structure for a project.
Structure Name: Software Systems
Lifecycle: Oracle Application Implementation Method
Current Phase: Definition
Default Outline Level: 3
Enable Workplan Versioning: Yes
Enable Work Quantity: Yes
Schedule Using Third Party Software: From Start
Allow Dependencies Only For Lowest Task: Yes
Enable Task Workflow: No
Automatically Update Task Transaction Dates: No
Approval Required: No
An example of basic workplan information
1111
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementAdditional Workplan Settings
Enable Workplan Cost: Yes
Plan Amounts in Multiple Currencies: Yes
Resource Breakdown Structure: Standard RBS
Planning Resource List: Standard Planning List
Time Phase: GL Period
Cost Rate Type: Corporate
Cost Rate Date Type: End Date of Plan Period
Transaction Currencies: USD, EUR, GBP
Use Planning Rates: Yes
Employee Cost Rate Schedule: Bill Rate by Employee
An example of additional workplan settings
1212
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementCreating Tasks
Outline Number
Task Type
Task Number
Task Name
Scheduled Start Date
Scheduled Finish
Date
Task Manager
Create Tasks
0 = Peer Task
1 = Subtask
Planned Effort
1313
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementUpdate/Move/Delete/Copy Tasks (with New R12.1 Features)
Manage Tasks by
creating, copying,
moving and deleting
tasks.
R12.1
enables you to indent
or outdent multiple
workplan tasks in a
single step
In the absence of a
latest published
workplan version, R12.1
now displays the current
working version on the
Update Tasks page when
you navigate to the
Workplan Tasks subtab
1414
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementTask Dependencies
Define Predecessors
and Successors for
tasks using the
available
dependency type.
1515
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementAssign Planning Resources to Tasks
Assign
People,Equipment and
Material item resources
to task for tracking
resource level plan
versus Actual.
1616
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementWorkflow Notification for Task Execution
Notify Task Managers when a
task starts and ends and
update progress to task
through task execution
workflow notification
1717
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementOther Workplan features
Gantt Chart view displays task dependencies and also the resources
assigned to the task.
Workplan task list view shows the attachments against tasks,if any and
provides the ability to drill down to the attachment.
1818
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementVersioning a Workplan
Version 1
Software Systems
Baseline: Yes
Version 2
Software Systems -
Next Phase
Baseline: No
Version 3
Software Systems -
Update
Baseline: No
Create and maintain multiple workplan versions for a project.
1919
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementWorkplan Status
Each workplan version has a status.
Working
Submitted
Approved
Rejected
Published
Approval not
required
2020
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementTeam Role Creation based on Workplan(Bottom Up Resource Planning)
Create Team roles
based on the
resources assigned
to the workplan.
2121
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© 2009 Oracle Corporation – Proprietary and Confidential
Workplan ManagementResource Usage on Workplan
Track resource
usage on workplan
and ascertain if a
resource is
underutilized or
overutilized.
2222
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress Tracking
2323
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingOverview of Progress Management
Select how to enter progress information for your
projects, tasks, resource assignments, and
deliverables.
Actual QuantityPhysical Percent
Complete
2424
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingProgress Option at Workplan Level
Define progress cycle
and set whether the
application should
calculate % complete
and whether it can be
overridden by project
managers.
2525
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingProgress Option at Task Level
2626
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingCollecting Progress for Shared Structure
In the case of shared structures, you collect one set of actual quantities and costs for the
project.
Actual Quantity
Actual Cost
Workplan and
Financial Structure
2727
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingCollecting Progress for Partially Shared Structure
Workplan Structure Financial Structure
Allow actual effort and
cost collectionUse financial transaction
system
To collect actual quantities and costs for a workplan structure, you must enable the Allow
Actual Effort and Cost Collection progress option and for a financial structure, you must use
the financial transaction system.
2828
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingMethods of Deriving % Complete
2929
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingRolling Up Progress Status and Actual Dates
Example: The workplan has two subtasks, task 1.0 and task 2.0. The following table shows
the progress status and date values for the two subtasks.
Task Progress Status Actual Start Date Actual Finish Date
1.0 At Risk 01-Sep-2008 31-Dec-2008
2.0 In Trouble 10-Jan-2008 20-Apr-2008
Oracle Project Management rolls up progress status and date values to the workplan. The
following table shows rolled up values.
Level Progress
Status
Actual Start Date Actual Finish Date
Workplan At Risk 10-Jan-2008 31-Dec-2008
3030
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingRolling Up % Complete
3131
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingEarned Value Metrics
3232
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingCorrecting Progress
Correct the
collected progress
for task at any point
in time.
3333
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingBackdating Progress
Enter Progress
for past periods
if not collected
before.
3434
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingBackdating Progress (contd…)
3535
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© 2009 Oracle Corporation – Proprietary and Confidential
Progress TrackingOther Progress Management Features (with New R12.1 Features)
Earned value analysis and financial forecast generation can be done
once progress is collected against the project.
Progress Client Extension can be used to override the default actual
and estimated start and finish dates.
R12.1 displays additional confirmation, information, and warning
messages on user interface pages during system processing for the Apply
Latest Progress action as well as the Submit (progress) action. These
messages provide us with status information during processing and advise
us about the availability of the latest progress information.
3636
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverable Management
3737
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverables ManagementProject / Task Deliverables
Examples of Project and Task Deliverables. Deliverables are the output that must be produced to
complete a project or task.
Deliverable at task level =
Design Document
Deliverable at project level =
Product
Project
3838
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverables ManagementDeliverables
3939
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverables ManagementAssociate Workplan Tasks to Deliverables
4040
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverables ManagementDeliverables Progress
4141
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverables ManagementDeliverables Actions
4242
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverables ManagementIntegration with Shipping Execution
Initiate Shipping
execution from
deliverables
4343
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverables ManagementIntegration with Billing
Initiate Billing
events from
deliverables.
4444
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© 2009 Oracle Corporation – Proprietary and Confidential
Deliverables ManagementIntegration with Procurement
Initiate purchase
requisition from
deliverables
4545
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Integrating Oracle projects with MS Projects
4646
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© 2009 Oracle Corporation – Proprietary and Confidential
Integrating Oracle projects with MS ProjectsIntegration with MRP / Supply Chain Planning
4747
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© 2009 Oracle Corporation – Proprietary and Confidential
Integrating Oracle projects with MS ProjectsIntegration with MRP / Supply Chain Planning
Initiate Demand for
material items for
manufacturing
planning.
4848
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Integrating Oracle projects with MS ProjectsMicrosoft Projects Integration with Oracle Projects (with New R12.1 Features)
Scheduling attributes like task dependencies, constraint types and
dates, resource assignments can be transferred from and to Microsoft
Projects.
Time phased resource planning and progress at resource assignment
can be imported to oracle projects from Microsoft projects.
A number of Oracle Projects Views are included in Microsoft Projects.
Multilingual support for integration between Microsoft projects and
Oracle Projects.
Many of the customers are upgrading their copies of Microsoft Project
now that the 2007 version is available. Oracle Project Management now
supports integration with Microsoft Project 2007. This will allows the
customers to continue using the convenient, out-of-the-box integration with
Microsoft Project to handle all of their scheduling needs (New R12.1
Feature).
4949
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Self Service Expenditure Inquiry
(New R12.1 Feature)
5050
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© 2009 Oracle Corporation – Proprietary and Confidential
Self Service Expenditure InquiryOverview
Customers have had the ability in the Forms application to inquire on their expenditures but
did not have the same access in the self service application. With R12.1, Oracle now offers
the ability to drill into expenditure details from the Financials tab.
5151
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© 2009 Oracle Corporation – Proprietary and Confidential
Self Service Expenditure InquiryInquiring the Expenditures
Enter your
search
criteria and
click on
“Go”
5252
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Self Service Expenditure InquiryViewing the Expenditures
Click on
“Trans Id”
to view the
accounting
information
5353
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Self Service Expenditure InquiryViewing the Accounting Information
You can view cost/revenue accounting information of an
expenditure item here
5454
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting
5555
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingPlan Types and Plan Versions
Version 1 Version 2
Plan Type 1
Version 1 Version 2
Create multiple working and baseline versions for each plan type.
Project
Plan Type 2
5656
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingStreamlined Data Entry
Automatically calculate cost and revenue amounts based on effort or
quantity using actual or planning rates.
Enter the budget amount and automatically spread it across periods
using spread curves.
Adjust quantity, Cost rate and bill rate by a percentage across a
selection of tasks.
5757
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingFlexible Budgeting Options
Budget Amount can be entered at any level of financial structure
Rolled Up amounts can be viewed at every level of financial structure.
Budget amounts can be viewed in graphical format.
When viewing or editing, you can compare a financial plan to the
current baseline budget, original baseline budget or any other financial plan.
5858
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingNew R12.1 Features
You can now track cost and revenue amounts only, or revenue amounts only (without
quantities and rates) in your budgets and forecasts. When you enter an amount for a plan line
and do not specify a quantity, Oracle Projects no longer automatically copies the amount to the
quantity field and sets the rate value to 1.
Rate now has a lower precedence than quantity and amount in calculations. For example,
if you enter quantity, rate, and amount for a plan line at the same time, then Oracle Projects
holds the quantity and amount constant and re-derives the rate.
If you indirectly override the burden multiplier for a plan line by updating one of the plan
line component amounts that are used to derive burdened cost (for example, the raw cost or
burden cost rate), then Oracle Projects uses the override burden multiplier in subsequent
calculations of burdened cost that are caused by changes to the raw cost. Similarly, if you
indirectly override a markup percent by updating a plan line component amount that is used to
derive the revenue amount, then Oracle Projects uses the override markup percent in
subsequent revenue calculations.
5959
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingBudgeting and Forecasting Spreadsheet Integration
6060
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting Customizing Spreadsheet Customizing Spreadsheet Layout
Create a customized
spreadsheet layout by
duplicating the seeded
layout and modify the
sections by going to
Desktop Integrator
responsibility
6161
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting Customizing Spreadsheet Layout
6262
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingBudget Process Flow
Implement
Change
Document
Financial Impact
Create
Initial
Budget
Baseline
Update
Budget
Create
Initial
Budget
Create
Project
Adjust and
Recalculate
Create
Revised
Budget
Baseline
Create
Initial
Forecast
Copy
AmountsGenerate
Direct
Edit
Budget Creation Options 3
6363
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingForecasting Process Flow
Copy
AmountsGenerate
Forecast Creation Options
Direct
Edit
3
1 2 5Create
Initial
Budget
Baseline
Create
Initial
Forecast
(Automatic)
Update
Forecast Approve
Forecast
Adjust and
Recalculate
6
Estimate to Complete (ETC) Sources
Average
Of Actual
Amounts
Incurred
Workplan
/Staffing
Plan
Financial
Plan
Change
Documents
Billing
Events
Open
Commitment
4
Work
Quantity
6464
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingCost Generation Options
6565
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingRevenue Generation Options
6666
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingForecast Cost Generation Options
6767
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingETC Source at Task Level
6868
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting ETC Calculation Method
Plan to Complete
ETC = Budget at Completion - Budgeted Cost of Work Performed
Budgeted Cost of Work Performed = Budget at Completion x Percent Complete
ETC calculation methods
Earned Value
ETC = Estimate at Completion - Actual Cost
Estimate at Completion = Actual Cost / Percent Complete
Remaining Plan
ETC = Budget at Completion - Actual Cost
6969
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and ForecastingETC Calculation Method
7070
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting Forecast Revenue Generation Options
7171
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting Creating Budget by Direct Entry (with new R12.1 Feature)
Select the Plan Type of the project and click on “Maintain Versions” icon
NAV: Project Super User > Project List > Select the Project > Financial >
Budgets and Forecast
7272
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting Creating Budget by Direct Entry (with new R12.1 Feature) (contd…)
Select the Current Plan Version Plan and click on “Edit” icon
NAV: Project Super User > Project List > Select the Project > Financial >
Budgets and Forecast > Maintain Versions
7373
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting Creating Budget by Direct Entry (with new R12.1 Feature) (contd…)
• Click on the tab “Add Another Row” and select Project/Task from the list of
values.
• Enter Quantity or Amount against the Project/Task.
• Optionally you can enter override Cost/Bill rates for the same here (New R12.1
Feature).
NAV: Project Super User > Project List > Select the Project > Financial >
Budgets and Forecast > Maintain Versions > Select Current Plan Version > Edit
7474
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© 2009 Oracle Corporation – Proprietary and Confidential
Budgeting and Forecasting Adding Planning Elements (with new R12.1 Feature)
You can now add all new, but unbudgeted tasks and resources to a budget or
forecast version. New options are available on the Planning Elements: Select
Tasks page to add either all new tasks and planning resources or new tasks only
to the current plan version.
NAV: Project Super User > Project List > Select the Project > Financial >
Budgets and Forecast > Maintain Versions > Select Current Plan Version >
Edit > Add Tasks and Resources
7575
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© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change Management
7676
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© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change ManagementOverview of Issue Management
Create and manage issues
for projects.
Assign issues to project team
members.
Enable team members to comment
on issues.
7777
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© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change ManagementIssue Participants
Creator Owner Assignee Approver
Project team members and non-team members can participate
in the resolution of project issues.
Issue: Possible
participants
7878
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© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change ManagementIssue Details
Create Issues and
assign assignees
to take action on
the issues.
7979
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© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change ManagementOverview of Change Management
Create and manage change
documents for projects.
Change Requests
Document and approve
potential changes
Change Orders
Track and implement
approved changes
Change Documents
8080
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change ManagementChange Order Impacts
The change order
can have workplan,
supplier, staffing
and financial
impacts.
8181
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© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change ManagementChange Order Impacts (contd…)
8282
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© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change ManagementDefining Financial Impact
Define the
Cost/Revenue
budgets that gets
impacted from
change orders.
8383
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© 2009 Oracle Corporation – Proprietary and Confidential
Issue and Change ManagementImplementing Financial Impact
8484
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance Management
8585
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementOverview of Project Performance Reporting
Effort
Cost
Profitability
Earned Value
Capital Costs
Billing and
Collections
Project performance reporting provides you with a comparison of actual versus planned
performance in the areas shown above.
8686
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementDefining Custom Measures
Create
performance
measures specific
to your business
and which is not
seeded as part of
oracle projects.
8787
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementDefining Additional Row sets
Define additional
row sets
comprising of the
custom measures
defined earlier to
appear in reporting
page.
8888
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementPerformance Exception Reporting
Project Level
Key Performance
Area Level
Measure Level
Visual status indicators that denote exceptions can be tracked at the three levels shown
above.
8989
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementCalculating Performance Scores
Key Performance
Areas
Define performance
rules
Assign Weights Acceptable
Value
No
If a performance measure as defined by performance rules, falls in the range of
unacceptable values, then Oracle Projects generates exceptions.
Yes
9090
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementException Reporting at Performance Measure Level
Track exceptions
at performance
measure level
9191
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementException Reporting at KPA / Project Level
Track exception
at Key
Performance
Area and at
project level.
9292
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementAutomated Status Report Notifications
Send status report
to project
stakeholders with
details of financial
measures and
exceptions
automatically.
9393
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementOther Performance Reporting Features
Graphical display enhancements for performance measures and
customizable user interface.
Multiple calendar and multicurrency support for performance reporting
Project Status Inquiry (PSI) reports on both financial plan information
as well as form based budget information.
9494
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementNew R12.1 Performance Reporting Features
Oracle Projects now includes a new concurrent audit process, AUD: Project
Performance Reporting Setup. You can run this process to generate a report that enables
you to review setup information for Oracle Projects project performance reporting features.
This capability enables you to quickly determine if all mandatory and optional setup
parameters are defined correctly. The increased visibility that this report provides helps you
to ensure that your project performance reporting summarization processes function
correctly and do not generate reporting errors because of improper or incomplete setup.
Year to Date, Quarter to Date and At Completion calculated measures, previously
available within Project Status Inquiry are now available on the following pages:
• Performance Overview
• Period-to-Date Summary/Analysis
• Task Summary/Analysis
• Resource Summary/Analysis
9595
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© 2009 Oracle Corporation – Proprietary and Confidential
Reporting and Performance ManagementNew R12.1 Performance Reporting Features (contd…)
Inter project revenue / billing amounts previously available within Project Status
Inquiry are now available on the following pages:
• Project List
• Exception Reporting
• Performance Overview
• View Workplan Cost
• Task Summary/Analysis
• Period-to-Date Summary/Analysis
• Resource Summary/Analysis
9696
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© 2009 Oracle Corporation – Proprietary and Confidential
Program Management
9797
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© 2009 Oracle Corporation – Proprietary and Confidential
Program Management Overview of Program Management
Programs enable you to view and manage workplan schedule information across
a hierarchy of projects and obtain benefits not available from managing each
project individually.
Project Project Project
Program
Program Hierarchy
9898
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© 2009 Oracle Corporation – Proprietary and Confidential
Program ManagementCharacteristics of Program Hierarchies
A project can link to
multiple programs.
A project cannot link to the same program
through two different hierarchies.
Project 2
Program A Program C
Project 1
Project 2
Program AProgram B Project 1
Example of some characteristics of program hierarchies.
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© 2009 Oracle Corporation – Proprietary and Confidential
Program ManagementEnabling Programs
100100
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© 2009 Oracle Corporation – Proprietary and Confidential
Program ManagementLinking Project to Programs
Link multiple Child
projects to the
Program
101101
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© 2009 Oracle Corporation – Proprietary and Confidential
Program ManagementRolling up Program Information
Oracle Project
Management
Work plan Progress Financial
Oracle Project Management rolls up these three types of information from linked projects to
a program.
102102
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© 2009 Oracle Corporation – Proprietary and Confidential
Program ManagementRolling up Work Plan Information
Work plan Information rolled up to the program
Scheduled
Dates
Planned Effort
and Cost
103103
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© 2009 Oracle Corporation – Proprietary and Confidential
Program ManagementRolling up Progress Information
Project Project Project
Program
Actual Effort & Cost
Program Hierarchy
Actual & Estimated
Dates
Earned Value
ETC Effort & Cost
Physical % Complete
104104
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© 2009 Oracle Corporation – Proprietary and Confidential
Program ManagementRolling up Financial Information
Project Project Project
Program
Actual Effort & Cost
Program Hierarchy
Budgets & Forecast
Revenue
Profitability
Billing & Collections
105105
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Invoice Dash Board
(New R12.1 Feature)
106106
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Invoice Dash BoardOverview
Release 12.1.1 provides a new dashboard for viewing and monitoring the status of supplier
invoices for a given project. Seeded views allow the user to view all invoices for a project
or all outstanding invoices for the project. Search options are also available to allow the
user to select invoices of interest.
107107
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Invoice Dash BoardDescription
Use Supplier Invoice Summary to view & manage supplier invoices
Search for specific supplier invoices
View supplier invoice summary by supplier
View detailed invoice information
View deliverables for a related purchase order
Apply & release holds on supplier invoices
108108
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Invoice Dash BoardProcess
Supplier Invoice Summary
109109
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Invoice Dash BoardProcess
View the list of supplier invoices for a project from this screen
110110
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Invoice Dash BoardProcess
View Deliverables
View deliverable
details for the
selected PO
111111
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Invoice Dash BoardDependencies and Interactions
• Oracle Payables
–View supplier invoice numbers after they are accounted for
• Oracle Receivables
–View customer receivable invoice & receipt information
112112
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment Controls (New R12.1 Feature)
113113
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsOverview
Release 12.1.1 provides new capabilities to support the management and control of
subcontractor payments in Engineering & Construction companies. New capabilities within
Oracle Projects, Oracle Procurement and Oracle Financials allow the end-to-end
management of the following common construction industry scenarios:
Description:
Create purchase orders with Pay When Paid terms
Automatically place payment holds for invoices matched to any PO with Pay When
Paid term
Automatically link supplier invoices to customer receivable invoices for Pay When
Paid holds for suppliers on cost based payment terms
Manually link supplier invoices to customer invoices
Specify purchase order deliverable due datesAutomatically place payment holds for invoices matched to any PO with an
outstanding deliverable
Automatically release payment holds on supplier invoices when a related customer
receivable invoice is paid in full
Manually release Pay When Paid or deliverable holds Send notifications when receipts are applied on a customer receivable invoice
Use your own extension to determine when to release a supplier invoice
114114
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
Create PO in Oracle Procurement
Enable Profile Option PA:Pay When Paid to display pay when paid attribute on
terms region of complex PO and the Initiate Payment Hold Region for Contractual
Deliverables
Create POs
•Add project information
•Add Pay When Paid terms
•Add deliverables with due dates
Dependence on Oracle Procurement
Create Supplier Invoices
Use seeded Oracle Payables Hold Types to place holds on PO terms
•Pay When Paid Hold
•PO Deliverable Hold
Place Invoice Holds Automatically
Payables invoice validation program applies new holds when the Supplier invoice
is matched to a PO that has…
•Pay When Paid term enabled
•Overdue deliverables
115115
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
Automatically link supplier Invoices for cost based billing
Generate draft customer invoices for cost based billing
Draft invoice amounts based on supplier costs interfaced to Projects
Automatically link draft receivable invoice and supplier invoice
Link supplier invoices for non-cost based billing manually
Generate draft customer invoices for event or milestone based billing
Manually link draft invoices to supplier invoices
Manage Linked Invoices for a Customer Invoice
Use the Linked Supplier Invoices section in the existing Financial tab > Billing sub
tab to:
•View supplier invoices linked to draft customer invoice
•Link or unlink a supplier invoice while approving a draft receivable invoice
•Release Pay When Paid and deliverable holds from linked supplier invoices
•View deliverables pending against a PO matched to a linked supplier invoice
116116
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
Apply Receipts
Send draft invoices to Receivables
Apply receipts to Receivable invoices
•Generate notification automatically when you apply receipts to an invoice with
linked supplier invoices,
•In the notification, automatically list:
Linked supplier invoices to be released
Supplier invoices on payment hold which are not be released
Release Holds
Pay When Paid holds can be released when:
•A linked customer invoice is paid in full
•It is released manually in Projects
•It is release manually in Oracle Payables
Deliverable holds can be released when
•An overdue deliverable is met
•It is released manually in Projects
•It is released manually in Oracle Payables
117117
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
View Release Holds
Hold release reasons seeded in Oracle Payables
•Project Manager Release
•Automatic Release
View release information about invoices in Payables when holds are released
Automatically Release Pay When Paid Holds
Run the PRC: Release Pay When Paid Invoices program
Run draft available for automatic release
Run in final mode to release supplier invoices holds
To release holds when receivable invoices are paid in full:
•Use standard logic
•Specify your own logic using the client extension option
Use the output report to view
•Supplier Invoices released from payment hold
•Unreleased supplier invoices
•Ineligible projects
118118
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
Automatically Release Deliverable Holds
Release PO Deliverable holds automatically:
•Update the PO Deliverable in Oracle Procurement when the overdue
deliverable as been met
•Run the invoice validation program in Oracle Payables
Manually Release Holds in Projects
Use the Supplier Invoice Dashboard to release:
•Pay When Paid holds
•PO Deliverable holds
Search for invoices to release based on either:
•Customer receivable invoice number
•Supplier
•Supplier invoice number
Released supplier invoices are eligible for payment even if supplier invoices are
linked to more than one
•Customer
•Project
119119
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
Release Hold from the Supplier Invoice page
Select Supplier Invoices
and Release hold manually
120120
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
Release Hold manually from the Linked Supplier Invoice page
Select a Customer
Receivable Invoice to view
linked Supplier Invoices and
Release hold manually
121121
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
Release Hold manually from the Supplier and Customer Invoices page
Select Supplier Invoices to
release an Invoice on hold
manually
122122
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© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsProcess
Manually Release Holds
Release holds manually from Oracle Payables
•Use the Oracle Payables invoice workbench
•Payables records the release date and reason
123123
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Supplier Payment ControlsDependencies and Interactions
• Oracle Purchasing
–New Pay When Paid PO term
–Add deliverables with due dates to a PO
–Track and manage deliverable dates
• Oracle Payables
–Automatically place a hold on a supplier invoice for Pay When Paid or PO deliverable
–Automatically release a hold on a supplier invoice for PO deliverables that are met
–Record hold and hold release information
124124
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Project Collaboration
125125
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Project CollaborationOverview of Project Collaboration
Structured
Project
Workspace
Customers
Contingent
Workers
Employees
TeamMembers
Share Documents
Resolve
Issues
Coordinate Work
TeamCollaboration
126126
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© 2009 Oracle Corporation – Proprietary and Confidential
Project CollaborationTeam Member Home Page Layout
Team Member home page
allows members to view
assigned actions, owned
work and task/deliverable
assignments.Action for
issues and progress entry
for tasks can be
performed from this page.
127127
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
128128
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2009 Oracle Corporation – Proprietary and Confidential
Thank You !
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