The document presents an overview of Project Partners' user interface applications (ui-apps) designed for project management functions such as budgeting, forecasting, and resource reporting through an Excel-based system. It outlines the capabilities of the ui-apps, including project costing, billing, and offline operation, while detailing specific functionalities for project managers. Additionally, the document provides contact information for inquiries related to the application.

1. Copyright © Project Partners, LLC

2. Copyright © Project Partners, LLC
Project Partners User Interface Applications
Your Interface to Oracle Projects

3. Copyright © Project Partners, LLC
Your Customized Window into
the Project Management
Functions
You Use Most
UDA’s/DFF’s
Budget/ForecastTasks/WBS
Workplan/Progress
Resources
ReportingAgreement/Funding
%
Complete
Project
ETC/EAC
Gantt
Attachments
Assets
What is UI-Apps?

4. Copyright © Project Partners, LLC
Your Customized Window into
the Project Management
Functions
You Use Most
UDA’s/DFF’s
Budget/ForecastTasks/WBS
Workplan/Progress
Resources
ReportingAgreement/Funding
%
Complete
Project
ETC/EAC
Gantt
Attachments
Assets
What is UI-Apps?

5. Copyright © Project Partners, LLC
 Excel-based Interface to Project Costing, Billing and Project
Management
 Role-based workbooks:
 Project Manager Reporting
 Budgets and Forecasts
 Time Entry
 Workplan Progress Collection
 Invoice Review/Approval
 Project Setup and Maintenance
 WBS and Tasks
 Clients, Agreements, Funding
 Transaction Controls
How Do We Achieve?

6. Copyright © Project Partners, LLC
What Our UI-Apps Can Do For You
Project Costing
Project Billing
Project Management
ORACLE
Work Offline or Connected via Internet
Via an Easy Excel Interface

7. Project Manager Reporting

8. Copyright © Project Partners, LLC
Viewing Project Summary in UI-Apps
Summary
KPI’s
Schedule
Cost
and
Revenue
Billing

9. Copyright © Project Partners, LLC
Viewing Task Details in UI-Apps
Forecast
Actuals
Commitments
Earned Value
Task
Details
Budget

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View Cost Trends via Graphs in UI-Apps

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View Revenue and Margin Graphs in UI-Apps

12. Budgeting and Forecasting

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Budgeting in UI-Apps
Task & Budget Worksheet
Period
Totals
Task &
Budget
Details
Total
Budget

14. Copyright © Project Partners, LLC
Forecasting in UI-Apps
Forecast Worksheet
Estimate
To
Complete
Actuals
Period
Totals
Forecast
Details

15. Project Execution

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Time Entry

17. Copyright © Project Partners, LLC
Progress Entry in UI-Apps
Task Progress Worksheet
Progress
Entry
Percent
Complete Gantt
View

18. Copyright © Project Partners, LLC
Reviewing Invoices in UI-Apps
Invoice Review Worksheet
Invoice
Samples
Invoice
Review

19. Setting Up a Project

20. Copyright © Project Partners, LLC
Setting Up a Project in UI-Apps
Project Setup Workbook
Project Creation

21. Copyright © Project Partners, LLC
Setting Up a Project in UI-Apps
Project Setup Workbook Basic
Project
Information

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Setting Up a Project in UI-Apps
Project Setup Workbook
WBS
Maintenance
Gantt Chart
View

23. Copyright © Project Partners, LLC
Setting Up a Project in UI-Apps
Project Setup Workbook
Agreements
Transaction Controls
Clients
Funding

24. Copyright © Project Partners, LLC
Questions:
Phone: +1.650.712.6200
email: information@projectp.com
www.projectp.com
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