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Whats new in instantis 8.5 8.6 - 8.7 - Oracle Primavera P6 Collaborate 14
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Whats new in instantis 8.5 8.6 - 8.7 - Oracle Primavera P6 Collaborate 14
1.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.1
2.
INSTANTIS EnterpriseTrack What’s New in Instantis
8.5, 8.6, and 8.7 March 2014
3.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.3 Resource Management Resource calendars Activity labor cost capitalization Variable resource rates Reporting Improved listing pages Program filters MS Excel 2010 and PowerPoint 2010 support User Experience Usability improvements for managing issues, risks, scope change requests, defects, product backlog Improved UI for project team creation Listing pages saved searches UPK ready Customer Enhancements & Supportability Easy to maintain help for evaluation score and custom fields Idea portal landing page and access Many customer requested enhancement requests Performance Fine-tuned listing pages More compact heatmaps Resource planning page Resource and finance reports Improved application cache Instantis 8.5 Release Content Summary Simplified staffing plan (IPT) Initial finance estimates Resource allocations with effort in bulk hours Timesheets with ETC Field change auditing Finance lock MS Project 2010 Demand Mgmt & Execution
4.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.4 Internationalization/Localization Instantis now available in 11 languages − English − French − German − Russian − Spanish − Italian − Portuguese (Brazilian) − Japanese − Korean − Chinese (Simplified) − Chinese (Traditional) UI improvements Time management enhancements Oracle Cloud for Industry readiness Enhancements Instantis 8.6 Release Content Summary
5.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.5 Time Management Timesheet period close (freeze) Timesheet correction capture Reports/data extract improvements for ERP integration (with wrapper API for integration) Reporting PowerPoint story board reports with custom templates Improved finance reports Pluggable custom reports API for project (header) create, read, update, delete and search Integration API Security, Admin & Configuration Fast track templates for IT PPM Login access restriction with IP address SSO improvements Common standard upgrade Configuration workbench more partner ready Configuration export/import and more Instantis 8.7 Release Content Summary Core Product Enhancements Context-sensitive custom fields Layout for custom fields New notes custom field type Idea custom fields carry over to project request Defining predecessors in activity templates Project request improvements Timesheet UI makeover with BlueSky style Many new product enhancements (requested by customers)
6.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.6 Benefits – Resource Management More precise capacity visibility for resource planning and project execution with resource calendars that capture vacation, LOA and part- time resource availability Ensure compliance and governance processes with activity labor cost capitalization Better project labor cost estimation, tracking and administration with variable resource rates
7.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.7 Benefits – Demand Management & Execution More flexible time management deployments options for enterprise customers with project level timesheet approval, and estimated time to complete (ETC) in timesheets and projects Better governance with timesheet period closing and preventing modifications to timesheets in closed periods More ready for one-way Instantis to ERP timesheet labor effort/cost integration with timesheet period closing, timesheet correction support, and improved reports for data extraction with wrapper API Enforce proper financial accounting processes with the new strict finance lock/close period option Improved productivity and analysis with project request flexible staffing plan and simplified finance estimation
8.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.8 Benefits – Reporting, UX And Performance Better user productivity and analysis with improved listing pages, and customizable PowerPoint storyboard reports Improved program reporting with new program filters in listing pages and reports Run large data volume user defined Excel reports with MS Excel 2010 support Better user productivity and satisfaction with improved user interface for timesheets, project issues, risks, and scope changes Gain faster system response and improved user experience with optimized listing pages, resource planning, and application cache Ready for user self-service training with UPK support
9.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.9 Benefits and Value – Internationalization More successful international deployments (in non-English speaking regions) and global multi-language deployments with out- of-the-box standard product translations available in German, French, Russian, Spanish, Italian, Portuguese (Brazilian), Japanese, Korean, Chinese (Simplified), and Chinese (Traditional) Better local and legal regulations conformance with out-of-the-box standard product translations (for example, legal regulations in provinces in Canada requires all software to available in French language)
10.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.10 Benefits and Value – Administration Get jump start on Instantis with Fast Track templates Improved application security with support for SSO, self-service password reset, and limiting access with IP address filters Easy upgrade with common standard upgrade More partner ready with improved configuration workbench
11.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.11 Benefits and Value – OCI Readiness Better performance, security and reliability by hosting on software and hardware optimized Oracle Cloud technology Interoperability assurance with other products available on Oracle Cloud High availability and better service assurance with world class Oracle hosting operations
12.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.12 Resource Management
13.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.13 Resource Calendars
14.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.14 Resource Calendars Individual calendar for each resource to specify: − personal vacations − Long leave of absence − Seasonal working hours variation (For example, John may work 45 hrs per week in fall, winter and spring, but only 30 hrs per week in summer months) − Holiday to workday override Part time workers support. For example, resource may work − M-W 8 hrs per day − M-F 6 hrs per day − M-F 7.5 hrs per day Resource time off reflected in resource capacity, heatmaps and reporting Project scheduling based resource calendar Resource calendar inherited from a “Reference Calendar”
15.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.15 Resource Calendar Visibility into availability during resource requisition and commitment. MS Project integration (Enterprise track will be the source of truth).
16.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.16 Activity Labor Cost Capitalization
17.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.17 Activity Labor Cost Capitalization New Labor Expense Type (LET) attribute added to the activities. LET can be: − Capital Expense (CapEx) − Operational Expense (OpEx) − (Not specified) LET determines to which finance category (CapEx or OpEx) will the activity labor cost roll up.
18.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.18 Variable Resource Rates
19.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.19 Resource Rate Rate table for each resource Alternate option to use role rate Specify currency in resource locale View history of rate change Change resource rate for all projects in one place
20.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.20 Role Rate Rate table for each role Alternate for resource rate View history of rate change Change role rate for all resources (indirectly for projects) in one place
21.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.21 Project Team Member – Rate Override Override labor rates anytime Override for specific intervals
22.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.22 Global Rate Changes And Finance Locks Global resource and role rate changes across all projects Finance lock/close period protection with a new strict mode
23.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.23 Project Demand And Execution
24.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.24 Project Request Improvements
25.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.25 Project Request Initial Project Team (IPT) Improvements IPT structure is more flexible (and not fixed as it was in older versions) Add new roles with Add Role button Add the same role multiple times Remove non-mandatory roles Easy check for resource availability User Experience − New and improved UI − Roles that require approval are grouped together − Inline editing for approval
26.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.26 Project Request Initial Finance Plan Project initial finance fields will reflect first level finance categories Applicable to all product areas − Project request − Projects − What-if − Status reports − Power point reports − Reports − And more…
27.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.27 Resource Allocation With Bulk Hours In project requests and projects enter resource allocation hours in one bulk for specific duration or whole project (previously only % Utilization and weekly break down was supported)
28.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.28 Timesheets
29.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.29 Timesheets ETC Support for ETC (Estimated Time to Complete) and ERE (Expected Remaining Time) in timesheets ETC = Prediction manually entered by user as of a specific date in timesheets ERE = Plan Effort – Actual Effort Variance = ERE – ETC ETC rollups to activities upon timesheet approval
30.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.30 ETC In Projects Warning indicator when ETC is not same as ERE Ability for project managers to reconcile the ETC and ERE differences
31.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.31 Timesheets Approval By Project Managers Approve or reject timesheet line items for each project Project managers can approve or reject timesheet line only for their projects Resource managers approve or reject paid time off, vacations and other general admin overheads Automatic email notifications on timesheets status updates for project managers Minor UI improvements
32.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.32 Timesheet Period Closing Close timesheet periods and freeze timesheet modifications Verify current timesheet submission and approval status Reopen closed timesheet periods for corrections Capture and extract correction data
33.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.33 Field Change Auditing
34.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.34 Field Change Auditing Field change auditing supported for: − Limited project request fields − Limited project fields View, filter, group by, print and export to Excel Details include: − What, who, and when − Old and new value − Comments (only for approvals) − Context (Description)
35.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.35 Custom Fields
36.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.36 Context-sensitive Custom Fields Visibility of custom fields can be controlled by values selected in another custom field Supported for: – Project custom fields – Ideas custom fields Notes: – Supported driving fields include organization hierarchy, classification, pre-defined custom fields – Driving fields should be of type list – Context sensitivity is only for one level
37.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.37 Custom Fields Layout Most of the pre-defined and user-defined custom fields can be placed in different UI sections by the administrators Supported for: – Ideas – Project requests – Projects
38.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.38 Notes Custom Field Type New custom field of type Notes for entering multi-line free form text Custom fields of type notes are displayed as text area in UI Max size up to 4K for English characters
39.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.39 User Experience
40.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.40 Productivity and User Experience Access project issues, risks, defects, backlogs and scope change requests with ease View and edit in a simple spread like UI
41.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.41 User Interface (update in 8.6) New UI with fresh colors more conforming to Oracle UI standards New graphic UI library with consistent icons across the product
42.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.42 Timesheets User Interface (updated in 8.7) New BlueSky theme Keyboard short cuts for easy navigation Non-working days in resource calendar are highlighted
43.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.43 Defining Dependencies in Activity Templates Define dependencies between activities in activity templates Dependencies copied into project WBS when new activity templates are inserted
44.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.44 Reporting
45.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.45 Listing Pages UX and Performance Column selection and arrangement are saved with the search (including Group By and Pivot) Warning message when the search results exceed cache limit Saved Searches for Ideas Optimized for quick initial load Columns that could degrade performance are indicated with icon
46.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.46 Program Filters • Filter by one or more programs and program manager • Program Filters now added to: – Project Listing Page – Project Bubble chart (filter plus a dimension in X or Y axis) – All Heatmap reports – Activity Detail Report (Excel) – Timesheet Detail Report (Excel)
47.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.47 PowerPoint Storyboard Reports Nice new modern Blue Sky style Custom PowerPoint templates for custom themes, styles, and logos in PowerPoint story board reports Support for multiple templates
48.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.48 Performance Optimizations All Listing Pages had a major rework and fine tuned for better performance Resource Planning Page – New monthly mode – Computations are made in server for better performance Heatmap reports more compact and non-interactive plain-text CSV format output User defined reports with Excel 2010 (supports large data volume and better compression of file size) Application cache architecture improved for better performance
49.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.49 Customer Enhancements and Supportability
50.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.50 List of Enhancements Quick Project Create with project custom fields Custom fields carry over from ideas to project requests to projects Filter for programs in more places Simple Enhancements – Rename roadmaps (simple enhancements) – Fixed minor quirks with timesheet search – “Activity” literal in streams are context sensitive – no hard coding Ability for configuring help for evaluation scores and custom fields Idea portal rework (simplified landing page and access restricted to ideas)
51.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.51 Internationalization
52.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.52 Internationalization Instantis 8.6 now available in following eleven languages − English − French − German − Russian − Spanish − Italian − Portuguese (Brazilian) − Japanese − Korean − Chinese (Simplified) − Chinese (Traditional) Certified Validated Translations Supported on client operating systems and browsers that are normally supported in English
53.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.53 Security, Admin & Configuration
54.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.54 Security, Admin & Configuration Fast Track best practices for IT PPM with two prebuilt configuration templates: – Basic template – Advanced template Improved admin user interface with support for post-deployment reconfigurations
55.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.55 Support, De-support and Deprecations
56.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.56 Client Certifications Highlights (as of 8.7) New Support – Internet Explorer 10 and 11 – Firefox 19 – MS Project 2010, MS Excel 2010, and MS PowerPoint 2010 – Windows 8 and 8.1 – Mac OS 10.6.8 Deprecation – MS SQL Server database (applicable only for on-premise customers) De-support – IE 6, IE7 – Windows XP – MS Office 2003 – MS SQL Server database (applicable for on-premise customers) – Older versions of Firefox
57.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.57 Summary
58.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.58 Resource Management Resource calendars Activity labor cost capitalization Variable resource rates Reporting Improved listing pages Program filters MS Excel 2010 and PowerPoint 2010 support User Experience Usability improvements for managing issues, risks, scope change requests, defects, product backlog Improved UI for project team creation Listing pages saved searches UPK ready Customer Enhancements & Supportability Easy to maintain help for evaluation score and custom fields Idea portal landing page and access Many customer requested enhancement requests Performance Fine-tuned listing pages More compact heatmaps Resource planning page Resource and finance reports Improved application cache Instantis 8.5 Release Content Summary Simplified staffing plan (IPT) Initial finance estimates Resource allocations with effort in bulk hours Timesheets with ETC Field change auditing Finance lock MS Project 2010 Demand Mgmt & Execution
59.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.59 Internationalization/Localization Instantis now available in 11 languages − English − French − German − Russian − Spanish − Italian − Portuguese (Brazilian) − Japanese − Korean − Chinese (Simplified) − Chinese (Traditional) UI improvements Time management enhancements Oracle Cloud for Industry readiness Enhancements Instantis 8.6 Release Content Summary
60.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.60 Time Management Timesheet period close (freeze) Timesheet correction capture Reports/data extract improvements for ERP integration (with wrapper API for integration) Reporting PowerPoint story board reports with custom templates Improved finance reports Pluggable custom reports API for project (header) create, read, update, delete and search Integration API Security, Admin & Configuration Fast track templates for IT PPM Login access restriction with IP address SSO improvements Common standard upgrade Configuration workbench more partner ready Configuration export/import and more Instantis 8.7 Release Content Summary Core Product Enhancements Context-sensitive custom fields Layout for custom fields New notes custom field type Idea custom fields carry over to project request Defining predecessors in activity templates Project request improvements Timesheet UI makeover with BlueSky style Many new product enhancements (requested by customers)
61.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.61 Benefits – Resource Management More precise capacity visibility for resource planning and project execution with resource calendars that capture vacation, LOA and part- time resource availability Ensure compliance and governance processes with activity labor cost capitalization Better project labor cost estimation, tracking and administration with variable resource rates
62.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.62 Benefits – Demand Management & Execution Improved productivity and analysis with project request flexible staffing plan and simplified finance estimation More flexible time management deployments options for enterprise customers with project level timesheet approval, and estimated time to complete (ETC) in timesheets and projects Better governance with timesheet period closing and preventing modifications to timesheets in closed periods Enforce proper financial accounting processes with the new strict finance lock/close period option More ready for one-way Instantis to ERP timesheet labor effort/cost integration with timesheet period closing, timesheet correction support, and improved reports for data extraction with wrapper API
63.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.63 Benefits – Reporting, UX And Performance Better user productivity and analysis with improved listing pages, and customizable PowerPoint storyboard reports Improved program reporting with new program filters in listing pages and reports Run large data volume user defined Excel reports with MS Excel 2010 support Better user productivity and satisfaction with improved user interface for timesheets, project issues, risks, and scope changes Gain faster system response and improved user experience with optimized listing pages, resource planning, and application cache Ready for user self-service training with UPK support
64.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.64 Benefits and Value – Internationalization More successful international deployments (in non-English speaking regions) and global multi-language deployments with out- of-the-box standard product translations available in German, French, Russian, Spanish, Italian, Portuguese (Brazilian), Japanese, Korean, Chinese (Simplified), and Chinese (Traditional) Better local and legal regulations conformance with out-of-the-box standard product translations (for example, legal regulations in provinces in Canada requires all software to available in French language)
65.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.65 Benefits and Value – Administration Get jump start on Instantis with Fast Track templates Improved application security with support for SSO, self-service password reset, and limiting access with IP address filters Easy upgrade with common standard upgrade More partner ready with improved configuration workbench
66.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.66 Benefits and Value – OCI Readiness Better performance, security and reliability by hosting on software and hardware optimized Oracle Cloud technology Interoperability assurance with other products available on Oracle Cloud High availability and better service assurance with world class Oracle hosting operations
67.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.67 Instantis 8.5 Resources On OTN What’s New PDF Document: http://docs.oracle.com/cd/E41201_01/English/User_Guides/EnterpriseTrack_Whats_New.pdf What’s New UPK: http://docs.oracle.com/cd/E41201_01/English/User_Guides/PlayerPackage/index.html Latest Product Documentation: http://docs.oracle.com/cd/E48392_01/index.htm Datasheets: http://www.oracle.com/us/products/applications/primavera/instantis-enterprisetrack/resources/index.html
68.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.68 Instantis 8.6 Resources On OTN What’s New PDF Document: http://docs.oracle.com/cd/E48392_01/English/User_Guides/EnterpriseTrack_Whats_New.pdf What’s New UPK: http://docs.oracle.com/cd/E48392_01/English/User_Guides/PlayerPackage/index.html Latest Product Documentation: http://docs.oracle.com/cd/E48392_01/index.htm Datasheets: http://www.oracle.com/us/products/applications/primavera/instantis-enterprisetrack/resources/index.html
69.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.69 Thank You
70.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.70
71.
Copyright © 2013,
Oracle and/or its affiliates. All rights reserved.71
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