erik danielsson product manager promineo promineo.no erik@promineo.no november, 2012

Erik DanielssonProduct Manager

Promineowww.promineo.noerik@promineo.no

November, 2012

Tutorial for specific business case:How to bridge the gap between

Network and ERP systems?

Content Overview:

- Intro: Some words on Proteus (3 min)

- What we want to accomplish in this session (3 min)

- T U T O R I A L - How to do it- Step I – Getting the raw data wired up (10 min)

- Step II – One step beyond the basics (10 min)

- Step III – Setting up Layouts and Reports (10 min)

- What we could have done with more time (2 min)

- Live Demo of Solution + Q&A (12 min)

1000 pipes

1 Safran, or Primavera

PDMS, or similar

Broken pyramids of Project Data…

The typical reality

100 Docs SAP, IFS, Mips10 jobs

1000 pipes

10 jobs

100 Docs

1

Islands appear as ONE solid landmass…

What the user should experience

We have connected phone calls for over 100 years now, but we still have trouble connecting Project Data with a Project Member!?

Making connections between data and user

Workflow for setting up an “optimal interaction” with data

The User Interface that is

used to interact with data

The Ocean of data in you corporate cyberspace

Formulate “dream scenario” for working most effectively with particular Project Data

Proteus Admin wWires up the data flow = “setting up a Proteus WORKSPACE” Solution is available to all or a select set of users

The Ocean of data in corporate

cyberspace (databases)

Each tool’s own UI is of course still

available, and often very useful for

some (but not all?) Team Members!

The process of setting it up

www.promineo.no

A Crash course in planning

Activity A002

Activity A003

Activity A001

Job J101

Job J102 Job J202

Job J201

Job J302

Job J301

Job J103

T I M E

This is what we want to accomplish in this tutorial

Making it as simple and “generic” as possible – to illustrate that ANY system could be used

The simplified data for this tutorialActivity Data:

Red = Requred, Green = Optional, Blue = Optional (Timephasing), Purple = Optional (Pivoting + Group + CM)

Making it as simple and “generic” as possible – to illustrate that ANY system could be used

The simplified data for this tutorialJob Data:

Red = Requred, Orange = Optional (Hierarchy), Green = Optional, Blue = Optional (Timephasing), Purple = Optional (Pivoting + Group + CM)

Gantt Drill down from an Activity into its related Jobs

The result at the journey’s end

Activity and Job Data timephased in a Histogram

The result at the journey’s end

Completion Matrix showing Job Start vs. Material Status:

The result at the journey’s end

Step 1: Connecting to the data

- DataConnections- DataSource- Dataset

Creating a new repository folder and a new Workspace within it

Step 1: Getting the raw data wired up

Setting up the basic (minimal) info

Step 1: Getting the raw data wired up

Creating and testing your first Proteus Connection

Step 1: Getting the raw data wired up

…and finally your second Connection

Step 1: Getting the raw data wired up

Creating your first Proteus DataSource and writing a SQL statement

Step 1: Getting the raw data wired up

Testing and “Persisting” your DataSources (the first shown here)

Step 1: Getting the raw data wired up

Creating your first Proteus DataSet

Step 1: Getting the raw data wired up

Creating your second Proteus DataSet + setting hierarchical relationship between the two

Step 1: Getting the raw data wired up

Opening the workspace in Proteus to see the result:

Step 1: Getting the raw data wired up

There are quite a few thing that can be set up for a DataSet…

Step 2: One step beyond the basics

Setting up and testing a calculated column in Activities DataSet

Step 2: One step beyond the basics

Do the same thing for the «Jobs» DataSet.

Minor Visual Detail: Set the Gantt Bar color for Jobs to be different from Activities

Step 2: One step beyond the basics

Setting up Periodized Fields for Planned Hours in order to see time phased Histogram

Step 2: One step beyond the basics

Setting up Periodized Fields for Earned and Actual in order to see time phased Histogram

Step 2: One step beyond the basics

Do the same thing for the «Jobs» DataSet.

The result when Proteus is running:

Step 2: One step beyond the basics

The result when Proteus is running:

Step 2: One step beyond the basics

Setting up Completion Matrix to show Material Status on Jobs

Step 2: One step beyond the basics

The result when Proteus is running:

Step 2: One step beyond the basics

This is done from within Proteus (NOT Configurator)

Step 3: Setting up layouts and reports

These things are described in Proteus User Manual…

Changing the Column Header text and tooltip for field “OnCriticalPath”

Step 3: Setting up layouts and reports

Conditional formatting can compare job’s start/finish with parent activity’s start/finish

Step 3: Setting up layouts and reports

Mapping a column to a Custom Editor

Step 3: Setting up layouts and reports

Another example of defining a Custom Editor

Step 3: Setting up layouts and reports

Setting up Totals in footer

Step 3: Setting up layouts and reports

Pivoting data and saving Pivot Layouts

Step 3: Setting up layouts and reports

A pivot of Activity Data on planned hours for Category1 and 2 Fields

Step 3: Setting up layouts and reports

A pivot of Job Data on planned hours for Forman and Object Type

Step 3: Setting up layouts and reports

Creating a Report

Step 3: Setting up layouts and reports

Creating a Report

Step 3: Setting up layouts and reports

Creating a Report

Step 3: Setting up layouts and reports

Creating a Report

Step 3: Setting up layouts and reports

Creating a Report

Step 3: Setting up layouts and reports

Launching a report with a double-click

Step 3: Setting up layouts and reports

Result Preview

Step 3: Setting up layouts and reports

Result Preview

Step 3: Setting up layouts and reports

What we could have added in an advanced tutorial:

- In a multi project environment: Custom dialog to select which project to get data for

- Update the data from Proteus (drag & drop)- Show frame showing timerang of jobs over the activity range- Save a snapshot and compare live data to it.- Get history / trends from all snapshots- KPI Dashboard (live + historic)- Enrich the data with Perc. Psych dimension..!- Formulas for rolling up job hours up to activity level- Watchdogs to tell us aspects we wish to monitor (e.g: sum of jobhrs

> acthrs)- Inheriting values from one level down to another – useful for

pivoting at lowest level

What we could have added in an specialist (advanced +) tutorial:

- Visual presentation of implicit risk information for each area directly in Powerpoint.

- Making corporate work process documentation available, so that work is done in accordance to procedures and guidelines

- Giving hints and links to best practices + allow entering experience data for cumulation of professional knowledge.

Thanks you for your attention…!

Erik DanielssonProduct Manager

Promineowww.promineo.noerik@promineo.no