Whats new in instantis 8.5 8.6 - 8.7 - Oracle Primavera P6 Collaborate 14

INSTANTIS
EnterpriseTrack
What’s New in
Instantis 8.5, 8.6, and 8.7
March 2014

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

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

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
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)

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

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

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

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)

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

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

Resource
Management

Resource
Calendars

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”

Resource Calendar
 Visibility into availability during resource
requisition and commitment.
 MS Project integration (Enterprise track
will be the source of truth).

Activity Labor Cost
Capitalization

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.

Variable Resource
Rates

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

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

Project Team Member – Rate Override
 Override labor rates anytime
 Override for specific
intervals

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

Project Demand
And Execution

Project Request
Improvements

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

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…

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)

Timesheets

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

ETC In Projects
 Warning indicator when ETC is not same as ERE
 Ability for project managers to reconcile the ETC and ERE differences

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

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

Field Change
Auditing

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)

Custom Fields

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

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

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

User Experience

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

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

Timesheets User Interface (updated in 8.7)
 New BlueSky theme
 Keyboard short cuts for easy navigation
 Non-working days in resource calendar are highlighted

Defining Dependencies in Activity Templates
 Define dependencies between
activities in activity templates
 Dependencies copied into project
WBS when new activity templates
are inserted

Reporting

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

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)

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

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

Customer
Enhancements and
Supportability

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)

Internationalization

Internationalization
 Instantis 8.6 now available in following eleven
languages
− English
− French
− German
− Russian
− Spanish
− Italian
− Japanese
− Korean
 Certified Validated Translations
 Supported on client operating systems and
browsers that are normally supported in English

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

Support,
De-support and
Deprecations

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

Summary

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
 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

Internationalization/Localization
 Instantis now available in 11 languages
− English
− French
− German
− Russian
− Spanish
− Italian
− Japanese
− Korean
 UI improvements
 Time management enhancements
 Oracle Cloud for Industry readiness
Enhancements

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
 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
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)

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

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

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

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)

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

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

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

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

Thank You

Whats new in instantis 8.5 8.6 - 8.7 - Oracle Primavera P6 Collaborate 14

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