copyright 2003 - great projects oracle projects release 11.5.9 and beyond new and improved julian...

Copyright 2003 - Great Projects

Oracle Projects Release 11.5.9 and Beyond

New and Improved

Julian KozickiGreat ProjectsApril 24, 2003


Oracle Projects Release 11.5.9 and Beyond

New and Improved • Oracle Projects Release 11.5.9

– New Constructs– New Features and Functions

• Archive/Purge for 11i• MS Project Connect 3.0• Family Pack K• Project Intelligence• Project Management and Project Collaboration

• Beyond Projects 11.5.9 – What’s Coming


Published Release DatesFor Projects Release 11.5.9

• Archive/Purge – Released October 2002• MS Project Connect 3.0 – Released November 2002• Project Intelligence – Spring 2003• Family Pack K – April 2003• Project Management – April 2003• Project Collaboration – April 2003


Oracle Projects 11i – New Constructs

Intelligence

IntelligenceIntelligenceMoney

Customers

Knowledge

People

Projects

ProjectProjectAccountingAccounting

ProjectProjectBillingBilling

OpportunityOpportunityManagementManagement

Contract Contract ManagementManagement

ResourceResourceManagementManagement

ProjectProjectManagementManagement

ProjectProjectAdministrationAdministration

ProjectProjectCollaborationCollaboration

• Marketing• Lead Generation• iStore• Opportunity Management• Account Management• Collaboration• Customer Intelligence

• Recruiting• Contingent Labor• Skills Management & Professional Development• Employment Events• Compensation • Benefits• HR Intelligence

• Accounting• Travel Management• Billing & Collections• Purchasing & Payables• Assets• Property Management• Cash Management & Treasury• Financial Intelligence

• Document Repository• Content Management• Publish & Subscribe• Search Engine• Professional Communities


Oracle Projects 11i – New Constructs New Product View

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

BIS Operations Intelligence Quality Financial and Project Intelligence On Line Sales Suite Integration

Oracle Technology Discoverer and Express Objects Workflow Data Warehousing XML and EDI Gateways Portals

© 2002 Great Projects

Order Management Procurement

Advanced Planning

Inventory Shipping

Discreet Manufacturing

Flow Manufacturing

Cost Management

Project Costing and Budgeting Project Billing Payables

Receivables

Cash ManagementEnterprise Asset

Management

iTime

General Ledger

Project ResourceManagement

Assets

Project Contracts

WarehouseManagement

SCM

PA

FIN

Installed BaseService RequestsDepot RepairCRM

AMG

iExpense

MS Project Connect

TradingCommunityArchitecture

HR

OracleLabor

Distribution

OracleTime &Labor

Related Products Project Management Project Collaboration Grants Accounting PSA CRL PLM

Oracle Projects 11.5.9 High Level ERD

+ Budgets and Encumbrances


Oracle Projects Release 11.5.9New Features and Functions


Archive/Purge for Release 11i

• Available in Family Pack K and as a one-off patch

• Can purge– All Closed Projects– Open Indirect Projects– Unassigned Time

• Externally similar to Projects Archive/Purge for prior releases– Additional tables purged for Cross-Charge transactions, MRC

details, and staffing transactions– Additional pre-requisites for purging projects based upon cross-

charge and staffing transactions


MS Project Connect 3.0

• Now web enabled– No longer client/server– Will not require SQL*Net to be installed

• Easier desktop installation• Will include role-based security• Backwards compatible to 11.5.8• Certified on:

– MS Project 2000/2002– Windows 2000/NT– Internet Explorer 5.5


Project Intelligence

• Provides enterprise and project information – Portal Based Application using 9iAS:– Shows financial and operational information summarized by

project property (i.e. organization, class category, service type, etc.)

– Drill-down from summary to detailed information– Facilitate management by exception

• Key Performance Indicators (KPIs)• Workflow driven notifications• Role-based portal access

– More than 30 pre-defined portlets will be delivered • Can develop custom portlets to access summary tables used by

Project Intelligence and other Oracle applications


Project Type

Classification Job Level

Organization CLASSIFIC

ATION

TIME

TIME

ORGANIZATION

Analyze

Performance by:• Organization

• Project Classification

• Project Type

• Job Level

• Work Type

• Time

Supports Multiple DimensionsExamine Different Slices of Data

Time Work Type


Assess Alternate Views Gain Insight from Different

PerspectivesBy Organization

By Project Classification

In Trend Graph

Other Views Available


Deliver Information via PortalQuickly Monitor Performance & Manage Exceptions

• Role Based Intelligence

• Pre-Built Portals & Portlets

• Unified Dashboard

• Drill Down to Specific Details

GraphsGraphs

PersonalPersonalHome PageHome Page

Flexible Flexible ParametersParameters

ReportsReports

PerformancePerformanceMeasuresMeasures

LinksLinks


Investigate Further with ReportsUnderstand Trends and Changes

Flexible Flexible ParametersParameters

Additional Additional MetricsMetrics

Alternate Alternate ViewsViews


Drill Down to DetailsIdentify Sources and Take Action

What Projects What Projects and Which and Which ResourcesResources

What Projects What Projects and Which and Which ResourcesResources


Family Pack KNew Features and Functions


Project Foundation

Two Project Structures– Financial Structure – Workplan Structure– Both or one– AMG Support – New APIs

Project and Task Long Name– Additional 240-character name field added for project and task

Project Access Level Enhancement– New class of access added in setup based on role, organization

authority, or responsibility


Project Foundation

Project View and Project List Enhancements– Project Sets – group projects to view and track like projects– Project Quick Search – new keyword search option finds

matches to project number, project name, project long name, and description

– New Project Search criteria for searching projects, personalizing, and displaying on the Project List Page

• Class Category• Class Code• Project Role• Person• Report Type• Reported Status


Project Foundation

Integration with Oracle Collaborative Development for Product Lifecycle Management (PLM)– Lifecycles: used for tracking the product lifecycle for

products along with the project lifecycle for projects.– Lifecycle Track Projects: associate a project to an

item or item revision to track all activities across the complete product lifecycle

– Project/Item Association: track multiple projects that may be associated to items or item revisions


Project Foundation

Miscellaneous New Features– New Forms Responsibilities: Projects Implementation

Super User and Project Manager– Changes made to ordering, grouping, and naming of

menus– Changes made to concurrent program names and

request groups– Self-Service Menu reorganized and renamed with

new subgroups– Now supports UTF8 column expansion for selected

application columns for multibyte language users


Project Costing

• MS Excel pre-approved expenditure entry through Web ADI

• Can establish Labor Cost Rates by Job• Can set up Labor Cost Rules by Organization• Can have multiple cost rates for an Expenditure

Week• Can now use costing client extension without

having to define rates in Projects• Can submit the Labor Distribution process for a

range of projects


Project Costing• Expenditure Enhancements

– Improved error handling in Transaction Import (commit by transaction sets of pre-defined size)

• Burdending Enhancements– Creation of accounting lines for total burdened cost is

now optional by project type. – If Burdened Costs calculated for reporting only and

you don’t want to interface them to GL, you can disable or enable their creation in the new option “Enable Accounting for Total Burdened Cost”


Project Costing• Payables and Purchasing Enhancements

– Now supports Oracle Payables Supplier Merge

• Cross Charge Enhancements– Revenue-Based Cross Charge Processing is

now Independent of Revenue Generation– Transactions now stored in the reporting

currencies (MRC) of the Receiver and Provider


Project Billing

Funding Enhancements– Can now perform revaluations of project funding

based upon changes to currency exchange rates– Maintain funding and budget information in reporting

currencies (MRC) and review in any currency

Bill Rate Enhancements– Allows Billing Discount Override and Bill Rate

Override– Can optionally require entry of reason for any bill rate

override or discount


Project Billing

Invoicing Enhancements– Improved error reporting for Credit Memos in

PRC: Interface Draft Invoices to Receivables in the AR Transfer Exception Report

Revenue Enhancements– Choice of cost currency for bill transaction

currency for cost-based calculations


Project Management and

Project Collaboration

Project Management and

Project Collaboration


Project Management andProject Collaboration

New Oracle Initiative– New product for collaborative project management, planning,

execution, and control– For deploying with ERP or standalone– Licensed separately

Key Features– Managed Workspace– Work plan and progress management– Issue tracking– Change management– Document management– Status reporting– Many new features also available in Project Costing


Project Manager

Plans

Progress,Issues,Changes

What Is Project Management and Project Collaboration?

Documents, Issues, Changes, Communication

• Deliverables• Issues• Changes

InternalTeam Members

Suppliers / Subcontractors

Partners

Project Team

CustomersParticipants


Give Project Manager Visibility & Control

Common Project Repository

Common Project Repository

WorkbenchWorkbench

PortalPortal

OperationalOperationalSystemsSystems

Team Members,Team Members,Partners & SuppliersPartners & Suppliers

• Gain Real-Time Project Status Visibility – Receive alerts (Portal / e-mail notification)– Drill down to details via Project Workbench

• Integrate All Relevant Systems – Financials– Procurement– Human Resources

• Control Project to Meet Delivery Targets – Receive continuous feedback– Proactively plan and forecast– Ensure up-to-date communication

– Contracts– Manufacturing– Maintenance

ProjectProjectManagerManager


Oracle Project ManagementKey Features and Functions

Workplan Management– Workplan Creation, Approval and Publication– Workplan Versioning

Progress Management– Key reporting information flows down from project

manager– Team members report task progress, progress

indicator, textural information, percent complete, effort and work units, and estimated completion dates

– Can enable centralized or decentralized progress collection



Document Management– Integration with document repositories

including Oracle Files or any WebDAV compliant repositories

Financial Control and Project Performance– Expenditure Review– Billing Review and Approvals– Project Performance Reporting



Enhancements to Project Budgeting and Forecasting– Can budget and forecast in any currency– MS Excel tool to upload budgets and

forecasts– Web forms for budgeting and forecasting

(Project Workbench Framework)– Ability to add documents to budgets and

forecasts– Can have multiple working versions



Issue Management– Issue Creation, Participation, and Resolution– Issue Actions and Interaction History

Change Management– Change Requests– Change Orders

Project Status Reporting– Multiple status report types– Status report reminders via e-mail– View and approve status reports via e-mail


Oracle Project CollaborationKey Features and Functions

Personalized Team Member Home– Task Progress Communication– Collaborative Issue Resolution– Collaborative Change Request and Change Order Resolution– Collaborative Document Sharing– Quick access via shortcuts to:

• Time Entry (OTL)• Expense Entry (iExpense)• Task Progress Update• Schedule and profile view (Project Resource Management)• Utilization View• Open Requirement Search (Project Resource Management)• Add Administrative Assignments (Project Resource Management)

– Desktop Integration with MS Excel and E-Mail (don’t have to log in to Projects)


Collaborate on CAD Designs via CADView

• Powerful 2D and 3D CAD Viewing• On-demand, Real-time, Multi-user

Collaboration • Integrated Markup and Change

Management • Supports Major CAD Systems


Beyond Projects 11.5.9 – What’s Coming


Project Costing Enhancements

• Allow cost adjustments under new circumstances, for example:– Automatic offsets enabled in Payables– Cash basis accounting is enabled– Payment discounts distributed to expense amounts– Adjustment to paid invoices is disabled in Payables

• Performance improvement – reburdening transactions



• Labor Administration– Use single time entry system for employees

and contractors– Funds check extended to contractor purchase

orders– Automatically generate receipts and invoices– Effective labor rates for exempt employees– Improved Payroll integration

• Calculations using HR rates• Interface payroll amounts



• Better manage subcontractors/supplier payments• Automatically initiate invoices and payments• Hold payments for missed deliverables, incomplete documentation,

or other reason• Pay subcontractors or suppliers when customer payments are

received• Bill when paid – Bill project customers for paid supplier invoices only

• New reconciliation reports for Projects versus Purchasing and Payables applications

• New Project Type – Inventory– Close a project/task to inventory item– Handles unitization– Uses costing engine


Asset Integration Enhancements

• Create project assets using AMG• Prorate common costs across assets using

predefined methods– Non-labor cost– Quantity– Estimated or standard cost– Client extension

• Periodically group costs and assets into capitalizable batches– Manual or Automatic– Used primarily in Utility Plant Accounting



• Calculation of Capitalized Interest– Create rate schedules by organization

• Interest Rates• Identify expenditures to be included or excluded

– Define project and task items• Interest calculation threshholds• Current period CIP percentage

– Calculation steps• Generate expenditure batch• Review• Release batch



• Asset adjustments through Projects– Identify retirement assets in project or task– Identify retirement tasks– Classify retirement costs

• Costs of removal• Proceeds of sale

– Prorate common costs– Used primarily in Utility Plant Accounting, but

can be used in Transportation, Communications and related industries


Project Billing Enhancements

• Project funding – will be effective dated

• New billing methods– T&M, Fixed Price, Cost Plus– Better handling of progress billings and pre-

payments– Fixed price billing driven by deliverables– Trying to provide additional functionality

without need for client extensions


Project Billing Enhancements

• Adds capability to:– Invoice across projects– Use multiple billing methods in a single

invoice– Have additional support for multiple

customers on a single project

• New features for revenue generation– Allocate revenue to projects– Accrue revenue on an “as billed” basis


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]


Questions&Answers

copyright 2003 - great projects oracle projects release 11.5.9 and beyond new and improved julian...

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