E-Business Suite 1 | Jeannie Dobney | Oracle Project Management for Users of Project Costing Billing.pdf

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  • 1. Oracle Project Managementfor Users of Project Costing / Billing Jeannie Dobney and Loretta Bayliss – Prescience Technology (updated paper available from jdobney.com) The most comprehensive Oracle applications & technology content under one roof
  • 2. ObjectivesThis paper asks – and attempts to answer:• If you already use Oracle Project Costing and Billing, what value does Oracle Project Management add?• Are the HTML pages just another way of looking at the same data? With the author’s thanks to the Ipswich City Council support team for the questions above. Voltaire: “Judge of a man by his questions rather than by his answers”. The most comprehensive Oracle applications & technology content under one roof
  • 3. Agenda• Brief history of the Oracle Projects Suite• The value Oracle Project Management proposition• Implications of the introduction of Oracle Project Management• Overview of some of the available ‘similar’ functionality (including gotcha’s and irritations) The most comprehensive Oracle applications & technology content under one roof
  • 4. First, a little history• Once upon a time… – Oracle released the Project Accounting application c.1993 – Included the functionality we now know as Project Foundation and Project Costing - with Billing added soon – Those were the dim, dark ages of character based Apps, - although Projects was converted to ‘GUI Forms’ fairly quickly – so most early Projects adopters recall it as a purely Forms based product – Projects introduced the HTML interface when the Oracle Projects Suite was introduced (c.2005) – So just a short digression about ‘user interfaces’… The most comprehensive Oracle applications & technology content under one roof
  • 5. Oracle Projects chronology … Oracle Projects suite milestones2006 20052004 2004 2003 20032002 20022000 200019981996 1995 19961994 Costing Project Foundation Management Management Collaboration Intelligence Planning Project Portfolio Billing Project Resource Project Project Project Project Project Original Release Date Slide is reproduced from http://www.cronininc.com The most comprehensive Oracle applications & technology content under one roof
  • 6. Character Based Apps Note that this screen is from Oracle Cost Management, not Project Accounting The most comprehensive Oracle applications & technology content under one roof
  • 7. GUI Forms Interface Also known as the Professional User interface The most comprehensive Oracle applications & technology content under one roof
  • 8. HTML Interface Also known as the Applications Framework Interface The most comprehensive Oracle applications & technology content under one roof
  • 9. Oracle Projects Apps Interfaces• Some modules are primarily designed for HTML others for Forms Slide is from Oracle Projects Suite- Security Options by Timothy Cronin The most comprehensive Oracle applications & technology content under one roof
  • 10. Projects HTML vs.. Forms…• Selected functionality by HTML or Forms Slide is from Oracle Projects Suite- Security Options by Timothy Cronin The most comprehensive Oracle applications & technology content under one roof
  • 11. So….The initial answer to the HTML Pages question is:• They were created to support the expanded Oracle Projects Suite.• You must use the HTML pages if you wish to use specialised functionality such as that available through Project Resource Management• For most of us Oracle Project Management may be the most relevant ‘new’ Application – and coincidentally has led to some of the most obvious ‘parallel’ and ‘shared’ functionality… The most comprehensive Oracle applications & technology content under one roof
  • 12. Oracle Project Management• Some of the apparently similar functionality was introduced to support Oracle Project Management, for example: Forms HTML Budgets Financial Plans Project Status Inquiry Project Performance Reporting Resource Lists Planning Resource Lists & Resource Breakdown StructuresSo let’s look at the value proposition for usingOracle Project Management first and thenreturn to specific (shared) HTML functionality The most comprehensive Oracle applications & technology content under one roof
  • 13. The Project Manager’s Tools (prior to Oracle Project Management )Information Requirement Software / Tool (examples)• Cost Vs. Budget ― Oracle Project Costing• Work schedule (Gantt chart) ― MS Projects or Primavera• Risk management ― Document• Issue management ― Spread sheet• Stakeholder comm’s ― Email• Deliverables ― Intranet (for storage etc.)• Change Requests ― Document• Status Reporting ― Assembled laboriously from all of the above The most comprehensive Oracle applications & technology content under one roof
  • 14. Imagine a Solution….• Develop your work schedule in MS Projects• Import it into Oracle Projects to generate a budget from the work plan based on rates stored in Oracle• Link changes in complex work plans to integrated (simpler) financial plans (i.e. update once and replicated across systems in background)• Link the budget variation process into new budget versions• Publish updates automatically to the team’s homepages (no more ignored emails or use of out-dated plan versions…)• Tailor those team home pages to focus on key data – and automate the display of current tasks• Store issue lists in the same place and add the ability to assign and track actions for them• Workflow supported and semi-automated production and publication of project status reports from this integrated project data The most comprehensive Oracle applications & technology content under one roof
  • 15. A Day in the Life of the PM• The Project Status Report is due... – Is the project within budget? – What is the progress against schedule? – What risks does the project face? – What is the status of logged issues? – What is the status of change requests? – Where can deliverable documents be accessed for review? – Where are other project documents stored? (Project Management Plan etc.)• Oracle Projects can provide a repository of all this information and semi-automate the production of status reports if required. The most comprehensive Oracle applications & technology content under one roof
  • 16. A Day in the Life of the PM, cont...• Time for a project team meeting, need to: – Review the schedule for upcoming milestones etc. – Focus the team on those upcoming tasks – Identify any roadblocks, tasks which have not been completed – Review progress on issues assigned to the team – Gather input about potential risks etc.• Oracle Projects can provide: – A team member home page which ‘pushes’ specifically relevant upcoming tasks (and actions required for issue resolution) to each team member – Allow decentralised updating of issues assigned to team members – Allow decentralised percentage complete entry for tasks The most comprehensive Oracle applications & technology content under one roof
  • 17. Checklist for an Integrated PM Solution • Workplans / progress tracking  • Cost against budget tracking  • Status reporting – (multiple audiences?): detail and / or traffic light status  • Sharing / repository of deliverables  • Repository of other project documentation  • Issue tracking  • Risk Register ? • Change Requests / Orders  • Stakeholder communications (push / pull?)  • Team member home page / communication method  The most comprehensive Oracle applications & technology content under one roof
  • 18. Oracle Project ManagementAvailable functionality includes:• Parallel integrated WBS structures i.e. Workplan, Financial (and Deliverables)• Integration with Project Management tools such as MS Projects and PrimaVera• Budget generation from work-plans• Configurable HTML pages for reporting and project communication (using page layout functionality and Framework personalisations)• Includes performance and exception reporting (incl. traffic lights)• Attachment functionality for storage of project documents• Sophisticated access control by project role• Progress reporting: Workflow supported and semi-automated production of project status reports• Change orders that can be linked to budget changes• Issue lists etc. The most comprehensive Oracle applications & technology content under one roof
  • 19. A Quick Tour of Oracle Project Management • Gantt Chart / work plans • Cost against budget tracking • Status reporting • Repository of project documents • Issue tracking and change orders • Team member and stakeholder communication The most comprehensive Oracle applications & technology content under one roof
  • 20. Workplans – Gantt Chart View  The most comprehensive Oracle applications & technology content under one roof
  • 21. Workplans – Dependencies  The most comprehensive Oracle applications & technology content under one roof
  • 22. Workplans – Resource Assignment  The most comprehensive Oracle applications & technology content under one roof
  • 23. Integration: Oracle Proj Mgmt and Schedule Management Software The most comprehensive Oracle applications & technology content under one roof
  • 24. Structure Mapping Workplans may be integrated with specialised project management tools e.g. MS projects. (If you do not use workplans, some HTML page functionality may not be applicable e.g. Earned Value Management) The most comprehensive Oracle applications & technology content under one roof
  • 25. Project Performance Reporting• Uses the same basic cost data as the project status inquiry (PSI) window, however…• It includes: – Periodic and QTD display – An ability to report in multiple currencies or calendars – useful for multi-nationals – It also displays earned value analysis and progress against plan in effort terms – Users can personalise their own views – Requires additional update processes The most comprehensive Oracle applications & technology content under one roof
  • 26. Analysis of Costs by Task The most comprehensive Oracle applications & technology content under one roof
  • 27. Analysis of Cost by Resource The most comprehensive Oracle applications & technology content under one roof
  • 28. Budgeting and Forecasting The most comprehensive Oracle applications & technology content under one roof
  • 29. Standard Earned Value Reporting The most comprehensive Oracle applications & technology content under one roof
  • 30. Earned Value Management (EVM)• A key advantage of combining work tracking and cost tracking in one system is the ability to do EVM reporting• EVM is a project management practice that integrates: – Schedule – Scope – Cost• EVM measures the value of work performed From an Open World Presentation: Oracle Project & Portfolio Management for DoD Earned Value Compliance The most comprehensive Oracle applications & technology content under one roof
  • 31. Oracle Status Reporting Management Create Status Reports • Different reports for different Team audiences • Automatic reminders for due reportsProjectTask One 80% • Existing project info automatically ProjectTask Two 24% included Task One 80% ProjectTask Three 50% Task Two 24% Task One 80% • Exec. summary with status indicator Task Three 50% Task Two 24% • Enter additional textual details Task Three 50% Publish Status Report Customer • Send to stakeholders • Online or email access • Track history These slides from Carl Morley’s OpenWorld 2010 presentation The most comprehensive Oracle applications & technology content under one roof
  • 32. Attachments(Project Documentation Repository) The most comprehensive Oracle applications & technology content under one roof
  • 33. Issue Lists and Change Control The most comprehensive Oracle applications & technology content under one roof
  • 34. Team Member Home Page Slide is from a 2004 Oracle presentation The most comprehensive Oracle applications & technology content under one roof
  • 35. Project List View The most comprehensive Oracle applications & technology content under one roof
  • 36. Exception Reporting - KPIs Key Performance Areas Exception Financial Cost Variance %Single Project Status Overall Cost Variance % Schedule Exceptions Project 10 % and more Status 0 to 10% -1% and less Execute The most comprehensive Oracle applications & technology content under one roof
  • 37. So Why Would You Not Use It?• Does it fit with your organisations project management (PMO) practice and project development process?• What are the preferred tools already in use by your PMO, e.g. substantial investment in the use of an Intranet?• Who’s running the implementation and can they ‘sell’ an integrated business process to the PMO?• How much of your project management work is outsourced and what impact will that have?• How do contractors fit in your project process (Oracle Projects supports them – but will your IT and HR department?)• Have you factored in the system maintenance and training required for another software tool? The most comprehensive Oracle applications & technology content under one roof
  • 38. So…• Some functionality is new and unique to the HTML pages and may offer value to existing users• However, this powerful functionality involves complexity and there are some gotcha’s and annoyances• Oracle Implementation and User Guides, don’t make a clear distinction between features and functions available and usable in Forms vs. HTML The most comprehensive Oracle applications & technology content under one roof
  • 39. The Same or Similar• Some functionality may be used in either Forms or HTML, e.g. project definition• Existing users of Project Costing are probably licensed to use this type of functionality (cf MOS # 815154.1 and similar notes)• Some Billing and Capital project functionality only exists in Forms• HTML Dates may default in non-intuitive ways to Forms users (refer MOS # 361507.1) The most comprehensive Oracle applications & technology content under one roof
  • 40. Different Name, Same Feature• Customers and Contacts in Forms is the same as Billing Accounts in HTML pages• Key Members in Forms is the same as Team Members in HTML pages• DFF defined at Project-level in Forms displays in the Other Information section of Additional Information in HTML pages• DFF defined at Financial Task-level in Forms displays in the Other Task Information section of HTML pages The most comprehensive Oracle applications & technology content under one roof
  • 41. User Defined Attributes (UDA’s)• UDAs – like context sensitive descriptive flexfields (DFFs) that are only accessible from the HTML-based application pages• DFFs may be visible in both interfaces• Both may require custom reporting• Data from both can be used for AutoAccounting, Account Generation and Subledger Accounting (R12) The most comprehensive Oracle applications & technology content under one roof
  • 42. User Defined Attributes: Complete Solution User Defined Attributes appear for projects and tasks based on the context and the level Context Data Level Usage Project Type Project Enable a set of attributes based on and/or Task a specific project type Class Project Enable a set of attributes based on Category and/or Task a specific project class category Class Code Project Enable a set of attributes based on and/or Task a specific project class code Task Type Task Enable a set of attributes based on a specific task type UDA slides are from a presentation by Carl Morley at Oracle OpenWorld 2010 The most comprehensive Oracle applications & technology content under one roof
  • 43. Budgets Vs. Financial Plans• New HTML “Plan” Types introduced in 2005• Existing Budget Types convertible during upgrade• Enhanced budgeting unique to HTML pages: – Excel data input (via webADI) is standard functionality – Budget amounts may be generated from work plans using planning rates – Initial Forecast version created from original budget and then generated from actuals etc.. using ETC methods• Different implementation path to use Budgetary Control and/or Budget Integration (Forms budgets)• New HTML Plan types are not compatible with Budgetary Control and Budget Integration functionality The most comprehensive Oracle applications & technology content under one roof
  • 44. Forms Budgets vs. HTML Financial Plans • A key implementation decision • Conceptually the same – however quite different system functionality: – Do you need Budgetary Control / Integration? (If so, use Forms Budgets) – Will you integrate workplans and use EVA? (Use HTML) – HTML Financial Plans have standard Excel integration (webADI), however, More4Apps provides the same functionality for Forms (if this is the only drawcard) The most comprehensive Oracle applications & technology content under one roof
  • 45. Resource Lists… Interface Budgeting Reporting Forms Resource Lists Resource Lists HTML Planning Resource Lists Resource Breakdown Structure• Forms Budgets use Resource Lists for budgeting and reporting• HTML Financial Plans use Planning Resource Lists for budgeting and Resource Breakdown Structures for reporting• Also note: PSI implications (MOS # 405219.1) The most comprehensive Oracle applications & technology content under one roof
  • 46. Resource Lists…• An upgrade process is available• After running UPG: Upgrade Resource Lists to Planning Resource Lists process:• Subsequent changes are propagated from the original Resource List to the upgraded Planning Resource List (but not the RBS) The most comprehensive Oracle applications & technology content under one roof
  • 47. HTML Project Home Page The most comprehensive Oracle applications & technology content under one roof
  • 48. Conclusions The most comprehensive Oracle applications & technology content under one roof
  • 49. Oracle Project Managementfor Users of Project Costing / Billing Loretta Bayliss Managing Director, Prescience Technology Vice-President, AUSOUG (Qld) www.prescience.com.au The most comprehensive Oracle applications & technology content under one roof
  • 50. Agenda• A User’s Perspective The most comprehensive Oracle applications & technology content under one roof
  • 51. Oracle PjMIs it my tool of choice? • Loretta’s tools of choice include: • Oracle PjM • Microsoft Project Server • Primavera EPPM • Order of the day is largely defined by client requirements and corporate PMO mandates. The most comprehensive Oracle applications & technology content under one roof
  • 52. Oracle PjMIs it my tool of choice? • Narrowing it down further: • Oracle PjM • Microsoft Project Server • Primavera EPPM • This combination does have the potential to provide a true enterprise platform. The most comprehensive Oracle applications & technology content under one roof
  • 53. Words of (?) WisdomSystem and Process • Do not expect a miracle, or a golden goose ‐ Either from Oracle PjM or Primavera • Understand the impacts on/from other Oracle modules ‐ Oracle PjM does not operate in isolation • Plan for and build up to the change ‐ an enterprise model is not achieved overnight • Use all of the tools/reports at your disposal until the enterprise model is sufficiently robust to support project, program & portfolio ‐ Costing, Billing, AP, PO, AR, OTL can all add value The most comprehensive Oracle applications & technology content under one roof
  • 54. Questions & Comments The most comprehensive Oracle applications & technology content under one roof
  • 55. From the coal faceHein Bouman, Information Systems Manager, Tourism Australia Prescience Technology is on our Oracle E-Business services supplier panel. They are a niche player who know the area in which they operate. They have a good knowledge of the product and the market; access to skilled resources; and a good understanding of the requirements, especially if a problem is a bit more difficult. They apply their expertise and do the analysis, without trying to run too fast. My experience with Prescience Technology over the past four years gives me the absolute confidence to recommend them for Oracle related projects and support. Prescience demonstrates professionalism and maturity and is committed to working closely with us to deliver clear value for money and outcomes that either meet or exceed Tourism Australia’s expectations, every time. The most comprehensive Oracle applications & technology content under one roof