industry goals. increase customer satisfaction on-time, on-budget, within scope ensure high...
TRANSCRIPT
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Industry Goals
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Industry Goals
Increase Customer Satisfaction On-Time, On-Budget, Within Scope Ensure High Quality Delivery
Increase Margins Drive Efficiencies into Bid Process Improve Project Controls and
Schedule Mgmt
Effectively Manage Risk Provide Timely, Accurate
Information to Everyone Improve Productivity of All
Resources
Increase Customer Satisfaction Budgeting, Forecasting, Workplan
Execution Change Management
Increase Margins Project Templates: Lessons
Learned, Standards for WBS & Estimates
Change Management
Effectively Manage Risk Project Execution, Issue & Change
Management, Resource Management, Performance Reporting
Goal Solution Area
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The Oracle SolutionETO/Project Manufacturing
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Footprint
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Engineer to Order Industry Footprint
FinancialsFinancials
HRHR
Time & LaborTime & Labor
SalesSales
Supply ChainSupply Chain
DocumentsDocuments
3rd Party Oracle Solutions
Project IntelligenceProject Intelligence
ProjectCollaboration
ProjectCollaboration
Project Costing& Billing
Project Costing& Billing
ProjectManufacturing
ProjectManufacturing
ProjectManagement
ProjectManagement
GlobalProject
Repository
GlobalProject
Repository
Discrete ManufacturingDiscrete Manufacturing
Bill Of MaterialsBill Of Materials
Project Portfolio AnalysisProject Portfolio AnalysisScheduling(Primavera,Artemis etc.
PDM(E-Matrix etc.)
APSAPS
CAD(Tribon,
Intergraph etc.)
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WorkResourcesFinances
WorkResourcesFinances
• Updates• Forecasting • Changes• Billings• Capitalization
Bid / PlanningPhase
Bid / PlanningPhase
Project ExecutionProject ExecutionProject ControlProject Control
• Metrics• KPI’s• Reports
Analysis /Close-outAnalysis /Close-out
Project SelectionProject Selection
• Objectives• Scenarios• Portfolios
The ETO LifecycleETO/Project Manufacturing Core Processes
• Historical Bid• BOM integration• Workplans /
Resources• Budgeting
• Initiate Procurement• Initiate MDS• Actuals & progress roll-up
from mfg
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WorkResourcesFinances
WorkResourcesFinances
• Updates• Forecasting • Changes• Billings• Capitalization
• Historical Bid• BOM integration• Workplans /
Resources• Budgeting
Bid / PlanningPhase
Bid / PlanningPhase
Project ExecutionProject ExecutionProject ControlProject Control
• Metrics• KPI’s• Reports
Analysis /Close-outAnalysis /Close-out
Project SelectionProject Selection
• Objectives• Scenarios• Portfolios
The ETO LifecycleBid / Planning Phase
• Initiate Procurement• Initiate MDS• Actuals & progress roll-up
from mfg
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Bid / Planning PhaseStreamlined Bid Preparation & BOM Integration
Leverage historical data (Project Templates):
– Update Templates from lessons learned during close-out
– Update standard WBS and schedules
– Include existing estimates– Project linked to Manufacturing
BOM Quickly assemble new bid/estimate
– Schedule and rapidly adjust plan – Roll-up resources from BOM*– Roll estimate data into budget for
project execution phase
Historical Bid Historical Bid & Project & Project
InformationInformation
Roll-up Roll-up Workplan Workplan
resources to resources to budgetsbudgets
Generate Generate Bid/EstimateBid/Estimate
Resource Resource data from data from
mfg to mfg to ProjectsProjects
* Partial custom
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Leverage Manufacturing Integration
Project ResourceManagement
ProjectCollaboration
Project Costing Project Billing
ProjectManagement
Project Portfolio Analysis*Project Portfolio Analysis*
GlobalProject
Repository
Projects Intelligence
Integration to Manufacturing
Project Manufacturing
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Leverage Manufacturing Integration
Project ResourceManagement
ProjectCollaboration
Project Costing Project Billing
ProjectManagement
Project Portfolio Planning*Project Portfolio Planning*
GlobalProject
Repository
Projects Intelligence
Integration to Manufacturing
Project Manufacturing
ITEM/BOM/Routing
R
Process:• Link Item to Project (Deliverable)• Extract resource data (Items, People,
Equipment, & Financial Elements) from BOM*
• Import of resource data into project Task Assignment (TA API)*
* Partial custom
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Project Templates address standardization of Work Definition, Progressing & Reporting
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In an ETO environment, Project Deliverables drive integration to Manufacturing through links to items (sub-assemblies) and integration to Procurement.
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Budgeting Process
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Bid / Planning PhaseLeverage Workplan to Budget Integration
Budget generation based on resource schedule or workplan
– Cost amounts based on quantity using rate schedules and burden multipliers
– Revenue amounts based on revenue accrual method (work-based, cost-based, event-based)
Streamlined data entry– Automatic extension of quantities into cost /
revenue amounts based on actual or planning rates
– Entry of lump sum amounts across periods using predefined spread curves
– Varying periods for data entry Flexible budgeting options
– At any level of task or resource– Financial plan comparison– Multiple currencies
Budget
Streamlined Data Entry
Resources Workplans
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WorkResourcesFinances
WorkResourcesFinances
• Updates• Forecasting • Changes• Billings• Capitalization
Bid / PlanningPhase
Bid / PlanningPhase
Project ExecutionProject ExecutionProject ControlProject Control
• Metrics• KPI’s• Reports
Analysis /Close-outAnalysis /Close-out
Project SelectionProject Selection
• Objectives• Scenarios• Portfolios
The ETO LifecycleProject Execution
• Historical Bid• BOM integration• Workplans /
Resources• Budgeting
• Initiate Procurement• Initiate MDS• Actuals & progress roll-up
from mfg
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Project Execution
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Project ExecutionFocused on execution
Initiate Procurement Initiate Manufacturing Scheduling &
Shipping Roll-up Actuals & progress* from
Manufacturing* Partial custom
Initiate Initiate Procurement, Procurement,
MDS & MDS & Shipping Shipping
from from WorkplanWorkplan
Roll-up Roll-up actuals & actuals & progress progress from Mfgfrom Mfg
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Project Execution Execution and Financial Structure Support
Support All Operational Structures– Shared workplan and financial
structure – Partially shared workplan and
financial structure– Mapped workplan and financial
structures– Separate workplan and financial
structures Rollup of Workplan and Financial
Structure– Rollup Effort (Planned, Remaining
Effort) from Workplan to Financial Structure for Budgeting and Forecasting
– Rollup Progress from Workplan to Financial Structure
Definition and updates of structures in web interface
WorkplanStructure
Tasks
FinancialStructure
Categories
Shared Mapped Separate
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Planning & Execution
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Progressing of ETC and % Complete supports Earned Value & Forecasting
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Integration to Procurement
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Integration to Procurement
Project ResourceManagement
ProjectCollaboration
Project Costing Project Billing
ProjectManagement
Project Portfolio Planning*Project Portfolio Planning*
GlobalProject
Repository
Projects Intelligence
Procurement Deliverable scheduled within Workplan (or Financial Plan) initiates a Purchase Requisition
Integration to Procurement
Procurement
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Create Deliverables and their associated
actions
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Procurement Action created
Choose Expense (1) or..
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…or Inventory(2)
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Initiate Purchase Requisition
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Initiate Purchase Requisition
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Integration to Manufacturing
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Integration to Manufacturing – MDS/Shipping
Project ResourceManagement
ProjectCollaboration
Project Costing Project Billing
ProjectManagement
Project Portfolio Planning*Project Portfolio Planning*
GlobalProject
Repository
Projects Intelligence
Push to Manufacturing Schedule and initiate Shipping
Integration to Manufacturing
Project Manufacturing
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MDS & Shipping
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(2) Demand Initiated from Projects to Manufacturing
(1) Initiate demand
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Discrete Manufacturing
Your input needed here!
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Deliverables Progress
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Integration to Manufacturing - Progress
Project ResourceManagement
ProjectCollaboration
Project Costing Project Billing
ProjectManagement
Project Portfolio Planning*Project Portfolio Planning*
GlobalProject
Repository
Projects Intelligence
Integration to Manufacturing
Project Manufacturing
ITEM/BOM/Routing
R
* New to 11i10.** Custom to call API
Progress is collected against an operation* on a WIP job.Progress rolled up to project via API**
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WorkResourcesFinances
WorkResourcesFinances
• Updates• Forecasting • Changes• Billings• Capitalization
Bid / PlanningPhase
Bid / PlanningPhase
Project ExecutionProject ExecutionProject ControlProject Control
• Metrics• KPI’s• Reports
Analysis /Close-outAnalysis /Close-out
Project SelectionProject Selection
• Objectives• Scenarios• Portfolios
The ETO LifecycleProject Control
• Historical Bid• BOM integration• Workplans /
Resources• Budgeting
• Initiate Procurement• Initiate MDS• Actuals & progress roll-up
from mfg
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Forecasting
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Project ControlFocused on execution & re-forecasting
Enter & roll-up* progress from Manufacturing
Re-forecast* Partial custom
Enter & roll-Enter & roll-up progress up progress
from Mfgfrom Mfg
Re-forecast Re-forecast from from
workplan workplan changeschanges
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Project ControlStreamlined Forecasts
Forecast (EAC) = Actuals + ETC ETC based on:
– Earned value– Percent complete– Future budget amounts– Future resource schedule– Work quantity– Workplan– Remaining effort– Open commitments– Change documents
Compare variances to prior forecasts Automatic creation of initial forecast on
baseline of approved budget Adjust quantity, rates, cost or revenue
by percentage across planning elements
Actual & Future Costs
Percent Complete
Changes
Initial Budget
Forecast
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Leverage Forecasting Model
Editing Forecast Amounts Automatic recalculation of amounts based on changes to
quantity, cost or bill rates Allow updates to quantity, cost, or revenue amounts Allow overrides of cost and / or bill rates
Comparing forecasts with other plans original baseline current baseline other plan versions of the same or different plan types
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Will add a screenshot here
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Comparison of Forecast & Budget
Versions
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Actual Costs vs Budget vs Forecast
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Actual Costs vs Budget vs Forecast –
by WBS/Task
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Actual Costs vs Budget vs Forecast -
by Resource
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Earned Value Analysis supports
trends and Forecasting
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Project Control Billing Review
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Project Control Billing Review
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Change
Request
IssueChange
Order
•Define Issue
•Collaborate
•Resolve
•Does Issue result in Project Change?
•Create Change Request
•Copy Issue
•Define Impact
•Approve
•Create Change Order
•Include Change Requests
•Approve
•Implement Impact
Project Control Issue and Change Management
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WorkResourcesFinances
WorkResourcesFinances
• Updates• Forecasting • Changes• Billings• Capitalization
Bid / PlanningPhase
Bid / PlanningPhase
Project ExecutionProject ExecutionProject ControlProject Control
• Metrics• KPI’s• Reports
Analysis /Close-outAnalysis /Close-out
Project SelectionProject Selection
• Objectives• Scenarios• Portfolios
The ETO LifecycleAnalysis & Close-out
• Historical Bid• BOM integration• Workplans /
Resources• Budgeting
• Initiate Procurement• Initiate MDS• Actuals & progress roll-up
from mfg
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Analysis / Close-outPerformance Reporting
Visibility across all levels of project
Multiple reports– Report Financial Info and Earned
Value – Configurability with Graphs and
Drilldown– Analysis by WBS, RBS, Period – Report Project and Project
Functional Currencies
Drilldown from Project Intelligence
Enhanced Project Status Inquiry in web interface
ResourcesWork
Project
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Analysis / Close-outKey Performance Metrics
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