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Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
Microsoft Excel Interface for Project Managers using Oracle Projects
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Microsoft Excel Interface for Project Managers using Oracle Projects

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Project Partners present User-Interface Applications (UI-Apps), a set of Microsoft Excel based Workbooks that are designed for Project Managers to setup, maintain and monitor their projects with …

Project Partners present User-Interface Applications (UI-Apps), a set of Microsoft Excel based Workbooks that are designed for Project Managers to setup, maintain and monitor their projects with Oracle EBS Projects in Background. Modules include, Project Setup (Create and maintain basic Project Information, Clients and Agreements and Project WBS), Project Budgeting and Forecasting, Progress Collections Invoice Review and Project Reporting for PMs. It also enables PMs to download information about their project information to the UI-Apps Workbooks and then work disconnected (airplanes, remote locations with no internet connectivity) and make their updates before uploading to Oracle when connectivity is next available.

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  • 1. Copyright © Project Partners, LLC
  • 2. Copyright © Project Partners, LLCProject Partners User Interface Applications2
  • 3. Copyright © Project Partners, LLC Overview About Project Partners, LLC User Interface Applications (UI-Apps) Business Challenges OverviewAgenda
  • 4. Copyright © Project Partners, LLCProject Partners Corporate OverviewFounded in 1997 by former chief architect of Oracle ProjectsWorld leader in delivering Oracle applications to project-driven firms16 year record of service excellence to 300+ clientsCollaborative, team approach delivers best of many options for the best fit toa client’s specific business process.Global delivery network provides consistent deliveryExperienced team of former senior Oracle personnel from consulting, development,support, marketing and sales, and veteran end users of the E-Business Suite andPrimavera applications4
  • 5. Copyright © Project Partners, LLCProject Partners Lines Of Business5Project PartnersProductsOP3User Interface ApplicationsInvoicingTime ManagementDocument ManagementSalesforce/CRMIntegrationIntegration FrameworkProfessionalServicesUpgrade, Implement,and Enhance•E-Business Suite•Fusion Applications•Primavera ApplicationsTechnical ServicesManagementConsulting Services•PMO Services•Application Utilization•Best Practice AnalysisPrimaveraProductsP6 Enterprise ProjectPortfolio ManagementP6 AnalyticsPortfolio ManagementContract ManagementRisk AnalysisIntegration Solutions
  • 6. Copyright © Project Partners, LLCProject Partners User Interface ApplicationsYour Interface to Oracle Projects
  • 7. Copyright © Project Partners, LLCScheduleBudgetResourcesScopeForecastsIssues & ChangesManagementClient & VendorsA Project Manager’s World
  • 8. Copyright © Project Partners, LLCOracle Project ManagementAll Project Information in One Place
  • 9. Copyright © Project Partners, LLCOracle Project Management Challenges
  • 10. Copyright © Project Partners, LLCUsers Need… Comprehensive Functionality delivered in an easy-to usesolution Access to Oracle Projects functionality Focused to their role Work connected/disconnected Familiar User Interface (UI)10
  • 11. Copyright © Project Partners, LLCYour Customized Window into the ProjectManagement FunctionsYou Use MostUDA’s/DFF’sBudget/ForecastTasks/WBSWorkplan/ProgressResourcesReportingAgreement/Funding%CompleteProjectETC/EACGanttAttachmentsAssetsWhat is UI-Apps?
  • 12. Copyright © Project Partners, LLCYour Customized Window into the ProjectManagement FunctionsYou Use MostUDA’s/DFF’sBudget/ForecastTasks/WBSWorkplan/ProgressResourcesReportingAgreement/Funding%CompleteProjectETC/EACGanttAttachmentsAssetsWhat is UI-Apps?
  • 13. Copyright © Project Partners, LLC Excel-based Interface to Project Costing, Billing and ProjectManagement Role-based workbooks: Project Setup and Maintenance WBS and Tasks Project Assets Clients, Agreements and Funding Budgets and Forecasts Workplan Progress Collection Invoice Review Project Manager ReportingHow Do We Achieve?
  • 14. Copyright © Project Partners, LLC Professional Services Use Time-Phased amounts Derive costs from Oracle burden rate schedules Calculate revenue using Oracle bill rates/overrides Engineering and Construction Use Lump-Sum (at-completion) amounts Build up raw costs using break-even multipliers Calculate revenue using margin % Earned value reporting Capital Project Management Use Time-Phased or Lump-Sum amounts Create and Assign Assets to Project/Task Capture Key Asset InformationIndustry Specific Functionality
  • 15. Copyright © Project Partners, LLC Native Oracle Security – Role/Responsibility XML based communication Standard Oracle Middle Tier – already configured tohandle Self Service Applications Single sign-on enabled Easy to deploy – SMS push or download Version checking keeps Excel/Oracle in synch Built in data locking enables multi-user disconnectedaccessAll Via a Web Based Solution
  • 16. Copyright © Project Partners, LLC Oracle E-Business Suite Projects Applications R11.5.10 FPM, RUP4+, R12+ Required Apps Licenses: Project Costing or Project Billing Project Collaboration/Management – optional Oracle Database Version 9i -11g Windows Windows 7/8 XP Microsoft Excel 2007 2010Software Compatibility
  • 17. Copyright © Project Partners, LLC Functionality and ease of use… Standard Oracle functionality Spreadsheets instead of Forms/HTML pages Select the Oracle functions you want to include Configure the UI-Apps functions to map to your Oracleimplementation and business flow Work connected or disconnected An easy to use familiar spreadsheet UI Minimal end-user training!Why Project Partners’ UI-Apps?
  • 18. Copyright © Project Partners, LLCFor more information:Phone: +1-650.712.6200email: information@projectp.comwww.projectp.com18

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