Oracle Projects 11.5.11 (Oracle Projects Family Pack M) and Beyond Julian Kozicki Great Projects January 2004

Oracle Projects 11.5.11 (Oracle Projects Family Pack M)

and Beyond

Julian KozickiGreat Projects

January 2004

Oracle Projects 11.5.11(Family Pack M) and Beyond

Oracle Projects SuiteRelease History and Projected AvailabilityApplication Enhancements and Future Vision

OverallProject CostingProject Contracts and Project BillingProject ManagementProject Collaboration and Project Resource

ManagementProject IntelligenceIntroducing Portfolio Management

Great Projects Copyright 2004

Oracle Projects 11i

Built-In Enterprise Integration

DocumentDocumentRepositoryRepository

HRHR

FinancialsFinancials

ProcurementProcurement

InventoryInventory

CAD/Product InfoCAD/Product Info

Sales / ContractsSales / Contracts

AssetAssetManagementManagement

ManufacturingManufacturing

IntelligenceIntelligence

•Personalized •Role-Based Views

•Personalized •Role-Based Views

Project

Management

Project

Management

Resource ManagementResource Management

CollaborationCollaboration

Accounting

& Operations

Accounting

& Operations•Plan ProjectPlan Project•Manage ChangeManage Change•Manage Manage PerformancePerformance

•SecureSecureProjectProject

InformationInformation

•Track Effort/CostsTrack Effort/Costs•Manage Manage Contract/BillingContract/Billing•Capitalize AssetsCapitalize Assets•Cross-ChargeCross-Charge

•Update SkillsUpdate Skills•Match ResourcesMatch Resources•Track UtilizationTrack Utilization

•Update ProgressUpdate Progress•Resolve IssuesResolve Issues•Review DocumentsReview Documents

Demand

FundedFunded

Research / WorkResearch / Work

Facility / Facility / Construction MgtConstruction Mgt

InformationInformation

TechnologyTechnology

Research & Research & DevelopmentDevelopment

AssetAsset

ManagementManagement

SalesSales

MarketingMarketing

Other Internal Other Internal Project Work Project Work

StrategicStrategic

InitiativesInitiatives

Portfolio Management


Oracle Projects Suite Application List

Core ModulesProject CostingProject BillingProject ContractsProject ManagementProject CollaborationActivity Management GatewayMS Project ConnectProject Resource ManagementProject IntelligencePortfolio Management

Key Related ModulesFinancials (PO, AP, AR, FA, GL, CM)Time and Labor (OTL)iExpenseProject Manufacturing

Order ManagementProcurementWIPInventory

Warehouse Management SystemOracle ServiceOracle Training AdministrationOracle SalesEnterprise Activity Management (EAM)Product Lifecycle Management (PLM)Web Application Desktop Interface (ADI)


Release History and Projected Availability

Main Application Suite– Family Pack K = 11.5.9 July 2003– Family Pack L = 11.5.10 November 2003– Family Pack M = 11.5.11 Mid-Year 2004

Project Financial Intelligence– DBI 5.0 June 2003– DBI 6.0 = Family Pack L November 2003– Family Pack M Mid-Year

2004Portfolio Management

– New with Family Pack M Mid-Year 2004


Enhancements and Future VisionOverall Direction for Family Pack M

Key New Features in FP.M– Contingent Labor Management– Program Management– Enhanced Work Planning– Streamlined Forecasting– Additional support for Earned

Value

No Projected Changes to AMG or MS Project Connect

Future Vision – More industry and sector

functional support• Consumer Products• Financial Services• Engineering and Construction• Life Sciences• Telecommunications

– Improved insight on project performance

– Extend accessibility– Extend project control

• Real time collaboration• Scheduling engine


Enhancements and Future VisionProject Costing

Key New Features in FP.M– Support for contingent labor

• New HR Person Type – Contingent

• Entry into OTL, iExpense, Expenditure Batch, or ADI with MS Excel

• Workflow approval• PO Match as receipt• Generation of invoice

– Project Manufacturing – New Transaction Sources

• Partially addresses accounting issues for manufactured inventory

Future Vision– New Payroll integration– Additional Subcontractor

Management Tools– Enhanced Public Sector Support

(Budgeting and Budgetary Control)

– Shared Service Center Support– Sub-Ledger Accounting

(replacement of AutoAccounting in all applications with a new engine)


Enhancements and Future VisionProject Contracts and Project Billing

Key New Features in FP.M– Mostly sell-side enhancements– Enhanced contract authoring and

printing– Enhanced processing of contract

deliverables– Select invoice method at top task.

Allows multiple invoice methods for a project

– Assign customers at top task. Allows multiple customers to be billed for specific work on one project.

– Add customers to a project over time– Generate credit invoices for line level

concessions and write-offs– Review and approve invoices in Project

Workbench

Future Vision– Enhanced contract flow into

procurement and sales– Billing by contract/billing across

projects– Streamlined Invoice Workbench to

allow easier generation of ad hoc invoices

– More flexible invoice formatting and printing

– Enhanced credit memo processing, especially being able to consolidate credit invoices

– Billing capital projects


Enhancements and Future VisionProject Management

Key New Features in FP.M– Enhanced budgeting

• Resource or Workplan• Streamlined data entry• Flexible budgeting

– Change management• Closer integration of Project and GL

budgets• User-definable structures• Streamlined notifications

– New forecasting features• Reporting variances to prior forecasts• Autocreate initial forecast• Forecast adjustment tools

– New Project Performance Inquiry• Like PSI on steroids• Drilldown from Project Intelligence

Future Vision– Additional tools for Risk Management– Improved program-level control– Increased accessibility with

productivity tools– Enhanced Earned Value Management– Decentralized budgeting and

forecasting


Enhancements and Future VisionProject Collaboration and Project Resource Management

Key New Features in FP.M– Enhanced Work Management

• Task dependencies and determination of critical path

• Resource assignment to tasks• Deliverable rollups and interface

with manufacturing for planning and shipping

• Enhanced progress reporting– New Resource Definitions

• New Types (contractor, BOM)• Resource hierarchy

– Enhanced Project Performance Measurement

• Will ID more exceptions against schedule

• Earned value recognition

Future Vision– Extend accessibility using external

tools– Enhanced scheduling support– Addition of “Phase Gate” controls– Enhanced resource supply and

demand planning


Enhancements and Future VisionProject Intelligence

Key New Features in FP.M– Will be able to drop down to

Html Projects Workbench from Portal

– Enhanced Project Performance Reporting

• Enhanced exception reporting • Enhanced project

performance indicators (configurable exception types, tolerances, threshholds

• Billing Review

– Program Management Features• Project hierarchies• Reporting rollups

Future Vision– Expand industry and sector

analytics– Leverage insight of Project

orientation to business activities

– Extend access to other information users in the organization


Introducing Project Portfolio Management

New Module with Family Pack MAllows evaluation and selection of Capital Projects based on:

– Corporate objectives– Resource availability– New requests– Existing projects

Final Approved Portfolio based on selection of one of multiple scenarios that can be developed

Performed using an HTML planning area Uses Balanced Scorecard and common financial measures


Portfolio ManagementProcess Flow

DEFINE COLLECT SCORE RANK BALANCE APPROVE

Goals & Objectives New ProposalsExisting Projects

Common CriteriaProject Scorecard

Financial JustificationStrategic Alignment

Supply & DemandAcross TimeframesAcross Initiatives

RecommendApproveNotify

Develop Alternative ScenariosExtract to Planning Area


Workgroup Activity Approved Projects

Sample Screen – Assign Scores to Each Project


Sample Screen – Evaluate Resource Requirements


Sample Screen – Evaluate Projects Based on Criteria


Sample Screen – Balance Project Portfolio


Sample Screen – Approve/Change Project Portfolio


Contact Information:

Julian Kozicki

Managing Director

Great Projects (gr8projects.com)

[email protected]

Contact Information:

Julian Kozicki

Managing Director

Great Projects (gr8projects.com)

[email protected]

mailto:[email protected]

mailto:[email protected]

Great ProjectsNew Product Announcements

Oracle Projects Connect – Release 2.1– Updated for Application Server 10g technology stack

web services – Adds over 40 new business events covering all Projects

Suite modules (except for Project Portfolio Management) and includes key resource and customer-related data

Global Project Repository – Release 1.0– Allows large companies to use application table

structure to store and report on all projects using Oracle Projects Connect (above) as integration tool to achieve a Projects Data Hub.

Questions&Answers