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Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project...

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Project Resource Management Project Costing & Billing Project Collaboration Project Management Time & Labor Timecards, Schedule Human Resources Employees, Jobs, Organizations Microsoft Project Oracle Project Connect Oracle Projects Primavera Project Schedule Sales Project Creation Purchasing iProcurement Receipt Accruals Commits Actual Costs Commits Expense Reports Payables iExpenses Assets Capitalized Asset Costs General Ledger Generate Costs Cross Charges Budgets Generate Revenue Single COA Used Inventory Issues Receivables Invoices Invoice Adjs Cash App Cash Mgmt Project Cash Forecasts SLA
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Page 1: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Project Resource Management

ProjectCosting & Billing

ProjectCollaboration

Project Management

Time & LaborTimecards,Schedule

Human Resources

Employees,Jobs,Organizations

MicrosoftProject Oracle Project

Connect

OracleProjectsPrimavera

Project Schedule

SalesProjectCreation

Purchasing

iProcurement

ReceiptAccrualsCommits

Actual CostsCommitsExpense Reports

Payables

iExpensesAssets

CapitalizedAsset Costs

General Ledger

Generate CostsCross ChargesBudgetsGenerate RevenueSingle COA Used

InventoryIssues

ReceivablesInvoicesInvoice Adj’sCash App

Cash MgmtProject CashForecasts

SLA

Page 2: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Overview

Page 3: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Overview:- Where we are in the Project Flow

sessions?- Overview of Primavera P6 for EBS

audience- Data integrated between systems

- Standard AIA/PIP- Other options

- P6 Features- Conclusion and Next Topic

EBS and Primavera P6 – where do they meet?

Page 4: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Where are we in the Flow?

Oracle Projects Suite

HR and Projects

MS Project

Primavera

Supplier Mgmt& Procurement

Invoice & PymtProcessing

CapEx and Assets

Collaboration

Panel discussion

Monday Tues

Weds

Primavera vs MS Project #10585

Thurs

Integration Case Study #10642Integration Case

Study #10638

P6, Oracle Projects Analytics#9486

Page 5: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Primavera History- CPM Scheduling algorithms- Industry Adoption- Acquisition by Oracle- Specifics: what P6 does

- EPS/OBS- Projects- Activities- Resources- Planning- Schedule Updates- Portfolio Analysis

Overview of Primavera P6

EBS at heart is accounting. Primavera at heart is scheduling

Page 6: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Project Organization: EPS and OBS

Page 7: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Integration Points

Page 8: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Technical Stack

The P6-EBS PIP is one of many such offerings from Oracle, all of which run on a common platform. A PIP runs within AIA, using FMW tools and technologies.

Page 9: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Project Integration Settings in EBS

E20507-04: Oracle Project Portfolio Management Integration Pack for Primavera P6 and Oracle E-Business Suite 3.1 -Implementation Guide

Fundamental decision: - Manage detailed workplan tasks in EBSOR- only send summarized costs and progress

Page 10: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Global Data

Oracle Projects owns global data

Resource Class

Resource Format

Page 11: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Resources

- Labor, Equipment, Material- Exist in a hierarchy- Rates set individually or by

role - Resource Teams- Role Teams

Page 12: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Expense Categories- Apply non-resource costs to activities

Page 13: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

P6/EBS Integration: Workplan Level

Projects tied by Templates and Project Codes

One-way

One-way

Budgets tie to summarized WBS

Page 14: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Project Codes

…also Activity and Resource codes

Page 15: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

P6/EBS Integration: Financial Structures

Select Level to map

One-way

One-way

Page 16: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Custom Integrations

Why?- Unique needs in your company or industry- Non-standard EBS implementation- OP < 11.5.10.2- Not using Oracle Projects- Example: want to integrate purchase ordersHow?- On your own: Web Services APIs- 3rd Party Tools and Frameworks

Page 17: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Custom Integrations Example: P6 and Enterprise Asset Management

Work Orders Activities

2. Schedule

1. Create and Build

Work Orders Activities

3. Update dates & Status

Resources

Update: EAM/P6 PIP is now available!

Page 18: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Advances Capabilities and Features of Primavera P6

- Dashboards- Portfolio Analysis- Capacity Planning- Resource Analysis- P6 Analytics

Page 19: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Project Dashboards

Page 20: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Capacity Planning

Page 21: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Resource Management

Page 22: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

P6 Analytics- Quick and powerful analysis- Built atop OBIEE- OP Analytics also

Page 23: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Of Course! Planning and Scheduling

Page 24: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

P6 and the Project Life Cycle

Execution

Monitoring & Control

PlanningInitiation

Closeout/Commissioning

Portfolio Analysis, Capacity Planning

Scheduling, Resource Management

Schedule UpdatesMeasure Progress

Baseline comparison, Issue Tracking

Release Resources, Generate Templates for new projects

Page 25: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Summary

1) Primavera is the premiere scheduling platform worldwide

2) Plan project time, costs, revenue and workforce; manage project progress, project changes

3) Oracle provides standard integration PIPs and an open API

Page 26: Oracle Projects - Calance · PDF fileOracle Projects Suite HR and Projects MS Project Primavera Supplier Mgmt & Procurement Invoice & Pymt Processing CapEx and Assets ... Update: EAM

Project Resource Management

ProjectCosting & Billing

ProjectCollaboration

Project Management

Time & LaborTimecards,Schedule

Human Resources

Employees,Jobs,Organizations

MicrosoftProject Oracle Project

Connect

OracleProjectsPrimavera

Project Schedule

SalesProjectCreation

Purchasing

iProcurement

ReceiptAccrualsCommits

Actual CostsCommitsExpense Reports

Payables

iExpensesAssets

CapitalizedAsset Costs

General Ledger

Generate CostsCross ChargesBudgetsGenerate RevenueSingle COA Used

InventoryIssues

ReceivablesInvoicesInvoice Adj’sCash App

Cash MgmtProject CashForecasts

SLA


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