Out of the Box:Out of the Box:Project Reporting Project Reporting

and Intelligence in 11iand Intelligence in 11i

Brett FordBrett Fordfordbw@hotmail.comfordbw@hotmail.com

IntroductionIntroduction

Over the last ten years, there has been a steady and Over the last ten years, there has been a steady and continual ramping up of the “out of the box” continual ramping up of the “out of the box” reporting functionality for Oracle Projects. What was reporting functionality for Oracle Projects. What was once very limited functionality has evolved into a once very limited functionality has evolved into a diverse, complex, and robust array of reporting and diverse, complex, and robust array of reporting and intelligence options.intelligence options.

This presentation will attempt to clarify what is This presentation will attempt to clarify what is available and to provide tips to help maximize usage available and to provide tips to help maximize usage of the various options.of the various options.

OverviewOverview

The evolution of Projects ReportingThe evolution of Projects Reporting

An array of new features and optionsAn array of new features and options

Tips on how to best utilizeTips on how to best utilize– PSIPSI– BISBIS– DBIDBI

The Evolution of PA ReportingThe Evolution of PA Reporting(or “How we got to where we are today”)(or “How we got to where we are today”)

Pre-Release 10.7Pre-Release 10.7– Standard Reports onlyStandard Reports only

Release 10.7Release 10.7– Project Status Inquiry (PSI) + GUIProject Status Inquiry (PSI) + GUI

Release 11, 11iRelease 11, 11i– Business Intelligence System (BIS)Business Intelligence System (BIS)

Release 11.5.9Release 11.5.9– Daily Business Intelligence (DBI)Daily Business Intelligence (DBI)– Project IntelligenceProject Intelligence– Project Status ReportingProject Status Reporting

PSIPSI

Aka “Project Summarization”Aka “Project Summarization”

Aka “Project Performance Reporting” (11i.9)Aka “Project Performance Reporting” (11i.9)

PSI is based on concurrent processes which PSI is based on concurrent processes which summarize Project Costs, Revenues, and Budgets summarize Project Costs, Revenues, and Budgets for reporting purposes.for reporting purposes.

PSI (cont’d)PSI (cont’d)

Costs Revenues Budgets

Summarization Tables

PSI View s

PSIOn-LineInquiry

Discoverer

PSI On-Line Inquiry

PSI Views via DiscovererPSI Views via Discoverer

Business Intelligence System (BIS)Business Intelligence System (BIS)

Introduced in release 11 (BIS 1.2)Introduced in release 11 (BIS 1.2)

Enhanced/Expanded in release 11i (BIS.11i)Enhanced/Expanded in release 11i (BIS.11i)

Major ComponentsMajor Components– Personal HomepagePersonal Homepage– Performance Management Framework (KPI’s)Performance Management Framework (KPI’s)– Web-based Intelligence ReportsWeb-based Intelligence Reports– Discoverer Workbooks and integrated End User Discoverer Workbooks and integrated End User

Layer (EUL)Layer (EUL)

Project Intelligence in BIS.11iProject Intelligence in BIS.11i

Not it’s own “Intelligence Area” yetNot it’s own “Intelligence Area” yet– A subcomponent of “Financial Intelligence”A subcomponent of “Financial Intelligence”

Personal Homepage Personal Homepage Available Available

KPI’s KPI’s None for Projects None for Projects

Reports/Workbooks Reports/Workbooks 4 4

Discoverer Business Area Discoverer Business Area Available Available

Business Views Business Views 52 52

Personal HomepagePersonal Homepage

Discoverer WorkbooksDiscoverer Workbooks

Discoverer Workbooks (cont’d)Discoverer Workbooks (cont’d)

PA Business ViewsPA Business Views

Look for view names Look for view names beginning with PABV beginning with PABV (base views) or PAFV (base views) or PAFV (full views) or PA(full views) or PA%SUMMARY%%SUMMARY%

Approx 1,000 PA views Approx 1,000 PA views exist in 11i. Most of exist in 11i. Most of these are these are notnot included in included in the BIS EUL but many the BIS EUL but many are useful.are useful.

Daily Business Intelligence (DBI)Daily Business Intelligence (DBI)

Not to be confused with BISNot to be confused with BISDBI is a quantum leap from BIS in terms of DBI is a quantum leap from BIS in terms of technical architecture and functionalitytechnical architecture and functionalityRequires apps 11.5.9 and rdbms 9iR2Requires apps 11.5.9 and rdbms 9iR2– Utilizes role based “portals”Utilizes role based “portals”– Uses materialized views on top of base level Uses materialized views on top of base level

summariessummaries– Batch programs collect Batch programs collect incrementalincremental data changes data changes

so that reports reflect current informationso that reports reflect current information

DBI PortalDBI Portal

DBI Key FeaturesDBI Key Features

Portal (replace Personal Homepage)Portal (replace Personal Homepage)

Role based intelligenceRole based intelligence

Flexible parametersFlexible parameters

Pre-Built Portals and PortletsPre-Built Portals and Portlets

Unified DashboardsUnified Dashboards

Drill down to specific detailsDrill down to specific details

Project Intelligence in DBIProject Intelligence in DBI

Project Intelligence has broken free from Project Intelligence has broken free from “Financial Intelligence” and is now it’s own “Financial Intelligence” and is now it’s own intelligence areaintelligence area

Available pages:Available pages:– Projects Profitability ManagementProjects Profitability Management– Projects Operations managementProjects Operations management– Capital Projects Cost ManagementCapital Projects Cost Management– Contract Projects Cost ManagementContract Projects Cost Management

Project Intelligence, cont’dProject Intelligence, cont’d

19 KPI’s across the business cycle19 KPI’s across the business cycle

41 html reports with drill down capabilities41 html reports with drill down capabilities

Data security by org and by operating unitData security by org and by operating unit

Multiple dimensional analysisMultiple dimensional analysis

Enterprise, Fiscal, and Project calendarsEnterprise, Fiscal, and Project calendars

Enterprise and Functional Currency Enterprise and Functional Currency Reporting… no more multi-org constraints!Reporting… no more multi-org constraints!

Project Intelligence KPI’sProject Intelligence KPI’s

RevenueRevenueCostCostMarginMarginMargin %Margin %Capital Projects CostCapital Projects CostCapital Cost %Capital Cost %ExpenseExpenseContract Projects CostContract Projects CostContract Projects Cost % of Contract Projects Cost % of BudgetBudget

Billable CostBillable CostBillable Cost % of Total Billable Cost % of Total CostCostNon Billable CostNon Billable CostBookingsBookingsBacklogBacklogBook to Bill RatioBook to Bill RatioTotal Utilization %Total Utilization %Billable Utilization %Billable Utilization %Available Resource Available Resource Capacity HoursCapacity Hours

HTML ReportsHTML Reports

Projects ProfitabilityProjects Profitability– Actual ProfitabilityActual Profitability– Forecast ProfitabilityForecast Profitability– Profitability OverviewProfitability Overview– Profitability TrendProfitability Trend– Profitability Cumulative DetailProfitability Cumulative Detail– Profitability DetailProfitability Detail

Projects CostProjects Cost– SummarySummary– TrendTrend– Cumulative TrendCumulative Trend– DetailDetail

Capital Projects CostCapital Projects Cost– SummarySummary– TrendTrend– Cumulative TrendCumulative Trend– DetailDetail

Contract Projects CostContract Projects Cost– SummarySummary– TrendTrend– Cumulative TrendCumulative Trend– DetailDetail

Projects Resource AvailabilityProjects Resource Availability– Available Time SummaryAvailable Time Summary– Availability TrendAvailability Trend– Current Available ResourcesCurrent Available Resources– Available Resources DurationAvailable Resources Duration– Availabe Resources DetailAvailabe Resources Detail

HTML Reports (cont’d)HTML Reports (cont’d)

Projects UtilizationProjects Utilization– Resource Utilization and Resource Utilization and

AvailabilityAvailability

– Utilization SummaryUtilization Summary

– Utilization TrendUtilization Trend

– Actual UtilizationActual Utilization

– Actual Utilization DetailActual Utilization Detail

– Scheduled UtilizationScheduled Utilization

– Scheduled Utilization DetailScheduled Utilization Detail

– Expected UtilizationExpected Utilization

– Expected Utilization DetailExpected Utilization Detail

Project Bookings and Project Bookings and BacklogBacklog– SummarySummary

– DetailDetail

– ActivityActivity

– Activity DetailActivity Detail

– Source TrendSource Trend

Project Status ReportingProject Status Reporting

Part of the “Project Management” productPart of the “Project Management” product

New in PJ_PF.K (~11i.8)New in PJ_PF.K (~11i.8)

Enables Project Status Reporting and Enables Project Status Reporting and distribution/approval to project stakeholdersdistribution/approval to project stakeholders

Not to be confused with PSI, which is being Not to be confused with PSI, which is being rebranded “Project Performance Reporting”rebranded “Project Performance Reporting”

Confused yet?Confused yet?

Project Status ReportingProject Status Reporting

Reporting Ramp Up…Reporting Ramp Up…

DBI  

BIS    

PSI      

SR        

10 10.7 11/11i 11i.9

PSI TipsPSI Tips

Incorporate running of the summarization Incorporate running of the summarization process (PRC: Update Project Summary process (PRC: Update Project Summary Amounts) into the PA period processing Amounts) into the PA period processing cycles.cycles.

If runtime is too long, consider breaking up If runtime is too long, consider breaking up into multiple jobs (by range of project no’s)into multiple jobs (by range of project no’s)

Train project managers to monitor projects via Train project managers to monitor projects via the PSI forms or Discoverer Reportsthe PSI forms or Discoverer Reports

PSI Tips (cont’d)PSI Tips (cont’d)

PSI provides 30+ columns by default. This PSI provides 30+ columns by default. This can often be too much information.can often be too much information.

Enhance user experience by eliminating Enhance user experience by eliminating unnecessary columns and re-naming columns.unnecessary columns and re-naming columns.

Add calculations (i.e. Margin)Add calculations (i.e. Margin)

Remember that PSI Client Extension only Remember that PSI Client Extension only applies to on-line inquiries, not Discoverer. applies to on-line inquiries, not Discoverer.

Useful PSI views for DiscovererUseful PSI views for Discoverer

Super ViewsSuper Views– PA_STATUS_PROJ_VPA_STATUS_PROJ_V– PA_STATUS_TASK_VPA_STATUS_TASK_V– PA_STATUS_RSRC_VPA_STATUS_RSRC_V

WBS Summarization ViewsWBS Summarization Views– PA_ACCUM_WBS_ACT_VPA_ACCUM_WBS_ACT_V– PA_ACCUM_WBS_REV_BGT_VPA_ACCUM_WBS_REV_BGT_V– PA_ACCUM_WBS_COST_BGT_VPA_ACCUM_WBS_COST_BGT_V– PA_ACCUM_WBS_CMT_VPA_ACCUM_WBS_CMT_V

Resource Summarization ViewsResource Summarization Views– PA_ACCUM_RSRC_ACT_VPA_ACCUM_RSRC_ACT_V– PA_ACCUM_RSRC_REV_BGT_VPA_ACCUM_RSRC_REV_BGT_V– PA_ACCUM_RSRC_COST_BGT_VPA_ACCUM_RSRC_COST_BGT_V– PA_ACCUM_RSRC_CMT_VPA_ACCUM_RSRC_CMT_V

BIS TipsBIS Tips

If you are on R11 or higher, BIS is available… If you are on R11 or higher, BIS is available… use it!use it!Map (via Profile Options) up to three class Map (via Profile Options) up to three class categories, three role types, and four budget categories, three role types, and four budget types for Project Analysis workbooks.types for Project Analysis workbooks.Once the up-front DBA work is completed Once the up-front DBA work is completed (generating the Discoverer EUL, etc) there are (generating the Discoverer EUL, etc) there are very few “functional” setup which must be very few “functional” setup which must be performed.performed.

BIS Tips (cont’d)BIS Tips (cont’d)

Project Performance report requires Project Performance report requires twotwo concurrent requests to be run – PRC: Update Project Summary AmountsPRC: Update Project Summary Amounts– PRC: Refresh OBIS Summary AmountsPRC: Refresh OBIS Summary Amounts

Create and schedule a report set to run these Create and schedule a report set to run these processes at an ideal time.processes at an ideal time.

DBI TipsDBI Tips

DBI requires 11.5.9 and RDBMS 9iR2. For DBI requires 11.5.9 and RDBMS 9iR2. For most current 11i customers, this is a significant most current 11i customers, this is a significant upgrade.upgrade.

DBI Project Intelligence is significantly more DBI Project Intelligence is significantly more robust than BIS and requires more functional robust than BIS and requires more functional setup considerations. Implementing of PJI is a setup considerations. Implementing of PJI is a project unto itself!project unto itself!

DBI Tips cont’dDBI Tips cont’d

Project Intelligence allows users to summarize Project Intelligence allows users to summarize data based on multiple period types and data based on multiple period types and calendars. Be aware that enabling calendars. Be aware that enabling summarization of multiple period types and/or summarization of multiple period types and/or calendars can impact performance of the calendars can impact performance of the summarization process.summarization process.

For more info…For more info…

Metalink BIS Documentation Index (note Metalink BIS Documentation Index (note 132624.1)132624.1)

Projects PJ_PF.L (11i.9) Implementation Projects PJ_PF.L (11i.9) Implementation Guide (part no B12389-01)Guide (part no B12389-01)

Projects 11i Implementation Guide (A82836-Projects 11i Implementation Guide (A82836-01)01)

Projects R11i+ Doc Matrix (note 230914.1)Projects R11i+ Doc Matrix (note 230914.1)