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Primavera integration with sap
1. Integration of SAP and
Expedition at Petro-Canada
using ClearingHouse®
Technology
Bryan Vincze, B. ENG, MBA
2. Presentation Outline
• Software focus
• Company backgrounds
• The end-user and Expedition
• Reasons for integration
• Constraints of the integration development
• Technical details of software
• Qualities of the integration tool
• Realized benefits
3. Software Focus
• Expedition 8.58
– Oracle database
• SAP
• SAP to Expedition Data Integration using
ClearingHouse®
technology
4. The Client
• Integrated oil and natural gas company
• Multi-national
• Extract, refine, and market
5. The End-user: Project Group
• Expedition users
– Major Projects Group
– Cost Control
• Refinery projects in Canada
• Approximately $ 2 billion in refinery upgrades
scheduled until 2008
6. Emerald Associates: The Consultants
• PSP and PAR
• Rollouts, integration, training, and turnaround
scheduling
• Expedition, Primavera Enterprise, and P3
• Pertmaster and Common Point dealers
7. The End-user and Expedition
• Major Projects Group
– Cost Control
• Rollout began in late 2003
• Focus on Owner Cost
• Required for monthly cost reporting
• Interested in incurred, actual, and
incremental costs
8. The End-user and Expedition
• Complete capture of project costs - both Owner
Costs and EPC Costs
• Developed hierarchical budget cost codes
• Expedition focus modules
– Cost Worksheet
– Contracts
– POs
– Invoices
– Change Management
9. Expedition and SAP
• Expedition Benefits
– Expedition provided
more flexible and
responsive reporting
– Expedition provided
Change Management
and Budget control
• SAP Process Concerns
– Double entry of data
10. Expedition and SAP
• Expedition Benefits
– Invoice log tracked
manually in Expedition
– Actuals from SAP
loaded as contracts,
processed to invoices
• SAP Process Concerns
– Commitment contracts not
tracked in SAP
– Invoices paid without
commitment document
– Large potential for double
counting costs
11. Constraints of Integration Development
• Soft issues
– Buy-in from all groups
– Limited end-user availability
– Non-involvement of SAP group
12. Constraints of Integration Development
• Required low cost data load solution
• Rapid solution required
• Database level communication not possible
15. Cost Information Requirements
• Capture complete project costs
• Segregate Owner versus EPC costs
• Maintain ID of source AFE
• Capture Actual costs
• Capture Period End and Incremental costs
21. Purchase Orders – Integration Details
• Create and detail line items
• Cost distribute
• Maintain foreign currency information
– Forecast outstanding value
– Capture settlement exchange rate and amount
• Invoices entered manually
22.
23. Commitment Contracts – Integration
Details
• Actuals paid without commitment POs or
contracts in SAP
• Create Commitment Contract
– Invoice
– Actual Paid
– Filter values captured through manual invoice log
24. Commitment Contracts – Integration
Details
• Contract value grouped by period end dates
– User defined and maintained
• Complete details available in line items
• Cost distribute
• Capture back posting information
30. Expedition Benefits for our Client
• Flexible and responsive reporting
• Single source of cost information and
reporting
• Change Management
• Budget management and control
31. Data Load Benefits
• Cost effective and efficient (less than a
six-month ROI cycle)
• Facilitate user acceptance
• Accurate
• Current data information