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The Value of Upgrading to Release 12.1 for E-Business Suite
Projects
Dean Herback
Oracle EBS Projects Strategy
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
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Program Agenda
• EBS Projects and Upgrade Overview
• Upgrade Functional Overview
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– Project Analytics
• Upgrade Technical Overview
• Customer Perspectives
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EBS Projects and
Upgrade Overview
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EBS Product Update:
Continued Releases And Innovation
Planned
Released
EBS
R12
EBS
11i10
Major Release
EBS
R12.1
EBS
12.1.2
Minor Release
2004
Functional
Innovation
2007
Financials,
Technology
2009
2010
EBS
12.1.3
EBS
12.x
2011+
Procurement, HCM, Service, SCM, Projects,
Financials, Technology, MDM
EBS R12.1.3 released on Aug 20, 2010
New
– Functional Enhancements across suite, plus statutory/regulatory updates and error
corrections
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E-Business Suite Release 12
The Global Business Release – Oracle Projects
THINK GLOBALLY
WORK GLOBALLY
MANAGE GLOBALLY
To Make the Right Decisions
To Be More Competitive
To Lower Cost & Increase
Performance
Achieve global view of customer,
supplier, partner & operations
Work better across applications,
divisions, and regions
• Project Portfolio Analysis
• Multi-Org Access
Control
• Removal of Supplier
Cost Adjustment
Restrictions
Implement, manage, and scale
global applications easier
• Subledger Accounting
• eTax
• Simplified Maintenance
Management
• Enhance Expenditure
Inquiry with batched
adjustments
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E-Business Suite Release 12.1
Oracle Projects
Application
Integration
Superior Ownership
Experience
Extend enterprise boundaries with Implement, manage and upgrade
enhanced business processes
applications at lower cost
• MSP 2007 Certification
• UPK Content for EBS
• Improved Services
• BI Publisher Reporting
Procurement
Integration
• Setup Automation
Product
Innovation
Improve user satisfaction through
increased productivity
• Project Manager
Reporting Pack
• Self-Services
Expenditure Inquiry
• Advance Processing -
• Increased Automation in
Enhanced Integration
between AR and
Project Billing
Resource Management
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Oracle Projects Release 12.1, 12.1.2, 12.1.3
Project Reporting
• Project Analytics
• Federal Financials
Analytics
Project Management

Planning Enhancements
Project Portfolio Analysis
Project
Management
Project Resource
Management
• Supplier Cost Dashboard
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
Global
Project
Repository
Self Services Expenditure
Inquiry
Performance Reporting
Setup Audit
Project
Collaboration
Personalized
Role-Based Views
Program APIs
• Enhanced Change
Management
Project Costing
Project Billing
Project Contracts
• Streamlined Navigation
Project Costing
• Integrated Services
Procurement
• Supplier Payment Controls
• E&C Deduction Processing
• Project Security in Oracle
Purchasing
Enterprise and Project Insight
• Reporting Performance
Improvements

• Improved Searches
• Date Validations & Defaults
• P6 Integration
• MSP Integration
Enhancements
Resource Management
Project Foundation

iSetup/R12 Diagnostics
Project
ProjectBilling
Billing
• Prepayment Receipt
Application
• Effective Date Funds
Consumption
• UI Improvements
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R 12.1 Upgrade Overview
• Architectural/Financial uptakes that
benefit projects users
• Catch up all of 11i10 M RUP4
enhancements/patches
• New functionality leveraging Fusion
technology
• Easier upgrade path if and when you
decide to move to Fusion
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Upgrade Considerations
Analyst Recommendations
• Secure consulting skills early
– 12.1.x implementation experience will be in
short supply for the next while
– The number of customers upgrading to 12.1 will
be significantly higher than to 12.0
• Some customers might want to consider a
reimplementation rather than an upgrade
• Consider increasing UAT and Training
timeframes
– Significant number of enhancements will
increase time required
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Building the Business Case for Upgrading
• Evaluate the new 12.1 features in the products you are
currently running
– Opportunities to eliminate customizations
– Greater flexibility to match the needs of your business
– Opportunities for additional automation and process improvement
• Look for adjacent products that might add value
– Many products are much stronger at the 12.1 level than they were
in 11.5.10
– Adding modules is low cost since you are leveraging the
implementation work you have already done
– Some customers have justified the upgrade primarily by the need
to get to the 12.1 level so they could implement additional
products
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Building the Business Case for your Upgrade
Accelerate your evaluation and planning
http://launch.oracle.com/?OOW
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Upgrade Advisor on My Oracle Support
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Oracle E-Business Suite Release 12.1
A Sample of Customers Who have Upgraded
• ATT: Upgrade from 11i10
• Financials, AP, FA
• Largest Payables Deployment WW
• Agilysys: Upgrade from 11i10
• Projects, Assets, Payables,
iProcurement
• Needed integrated ERP system
manage and balance maintenance
to support continued growth
• CPS: Upgrade from 11i10
• New Features and Functionality
• Datacard: Upgrade from 11i9
• 40+ Modules: Financials, OM, Inv,
WMS, iSupplier, CRM, Projects,
OTL, iProcurement, Purchasing, etc.
• McDonald’s : Upgrade from 11i10
• Projects, Assets, Payables, iProc
• Standardize construction mgmt
processes, track and manage costs by
project areas and ensure continued
system support
• Pentel America: Upgrade from 11i9
• Financials, Inventory, WMS
• Better functionality; better support
options; ability to eliminate
customizations
• Oracle Corp. Upgrade from Release 12
• Financials, HR, Procurement, SSHR,
Contracts, etc.
• Usana Health Sciences: Upgrade
from 11i10
• Financials, PM, Adv Plan, Inv, WMS
• Support the multi-national company,
Improved inventory control, demand
visibility, reduce cost of managing
mfg processes
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Functional Overview
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Oracle Projects R12.1.1
New and Enhanced Functionality
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Enhanced Reporting Options and Capabilities
Validate Project & Assignment Dates
Improved Workplan Usability
Enhanced Budget and Forecast Usability
Subcontractor Payment Controls
Stronger Resource Planning Capabilities
Greater Control on Services Spend
Streamlining Cost Adjustment Processing
Adjusting to Contract Changes
Reimbursable Agreement Processing
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Project Managers Reporting Pack
Reporting Capabilities
Capabilities:
– Access information in disconnected mode
– Pre-seeded with several useful reports that can be
customized
– Configure the report layout and data
– Schedule the creation and distribution of reports
– Choose from various types of report output options
Key Benefits:
– Allow managers to stay “in the know while the go”
– Simple interface to create and modify reports means less
specialized skills required
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Project Managers Reporting Pack
Reporting Capabilities
• To define and distribute
reports:
• 1) Analyze the reporting
requirements,
• 2) Map the requirements with
seeded reports in the
Reporting Pack OR
– Upload new report template and
define a new reporting pack with
new templates.
• 3) Then you can execute and
run or schedule the run of
your reporting pack.
• 4) Send the report by Email to
designated recipients.
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Integrated Services Procurement
Greater Control over Services Spend
WHAT’S NEW IN 12.1
 Many to Many relationship
between HR Assignment and
Purchase Order
 Project Distribution based on
Timecard Entries
RESULTS
 Lower costs overall in services
spending
 Helps enforce policy compliance
 Enhance cash flow by reducing time
delays in transaction processing
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Oracle Projects R12.1.2
New and Enhanced Functionality
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Enhanced Project Home Page
Reporting Performance Improvements
MSP Integration Enhancements
Enhanced Change Management
Improved Supplier Invoice Payment Controls
Support for Schedule Shifts while Maintaining Work
Patterns
• Deductions to Subcontractor Invoices
• Planning by Fiscal Calendars
• Planning by Manual Entry
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Enhanced Usability to Plan & Control
Description
• Generate forecast using planned values
– In the Generation Options page, select “Copy ETC from Plan”
– You can only enable the new option when
• Plan Type is “Cost Only”
• Time Phasing is enabled in the ‘Plan Settings’ page
• Task Level Selection is enabled on the Edit Planning Options page
• Either “Financial Plan” or “Work plan Resource” is selected as the
ETC Source in the Edit Planning Options page
• Change Document and Open Commitment are not enabled in the
Generation Options page
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Enhanced Usability to Plan & Control
Description
• Generate forecast using planned values
– Collect actuals without running a forecast to view updated
actuals in your latest plan
– When you generate a new forecast
• Any actuals you collected will be applied to completed periods
• Amounts for future periods are copied from the latest baselined
plan
– After generating a forecast, manually enter adjustments for
a plan line
– Differences between budgeted and actual amounts are not
automatically re-spread to future periods
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Resource Management Enhancements
Improve Accuracy and Productivity
WHAT’S NEW
Manage Global
Resources
 Date Validations, Defaults and
Maintenance
– Default from Work Patterns
– Support for Schedule Shifts
Global
Resource
Repository
– Validate against Project and
Assignment Dates
– Update Multiple Assignments at
one time
– Enter updates on the Schedule
People Page
HR
Systems
 Improved Search Capabilities
– Search by Email Address and/or
Person Type
– Limit search by organization
hierarchy and hierarchy level
Employees
Subcontractors
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Oracle Projects R12.1.3
New and Enhanced Functionality
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Enhanced Project List Page UI
Enhanced Diagnostics
Reporting Performance Improvements
MSP Integration Enhancements
Enhanced Change Management
Enhanced Retention Invoice Processing for
Outstanding Project Deductions
• Project Analytics
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UI Improvements
Better User Experience
• New Favorites Menu
• New Navigator Menu
• New Home Page
• Cross Project Work Lists
• New Hover and Pop-up Windows
Improved Usability
• Reduced the number of steps to
complete tasks
• Improved overall look & feel
• Uptake of Fusion technology
• Increased personalization
capabilities
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UI Improvements
Sample of hover over pop-up
• Hover your cursor on Project Number in the project list
table to view project details
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Improved MSP Integration
WHAT’S NEW
 Support for Non-Shared, Mapped
Structures
 Download Original and Last
Baselined Cost to MSP
 Download Period to Date and
Year to Date Cost amounts to
MSP
RESULTS
 Flexible Work Breakdown
Structures with supported
integration
 Greater Visibility into Performance
 Ability to compare Performance
against Baseline Plans
Non
Shared
Task
Based
Mapping
Original
Baselined
Versions
PTD/YTD Cost to MSP
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Reporting Performance Improvements
Better User Experience
Improved Usability
• Configuration Options to Control
Data Volume
• Improved Load Balancing
• Client Extension to Select Projects for Processing
• Increased Parallelism
• Recovery Capabilities when One Project Fails
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Project Analytics
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Make Better Decisions with Greater Insight
Project Analytics
WHAT’S NEW
 Actionable insight for improving
project portfolio performance
 Track project/program
performance and control project
costs
 Complete insight into project
revenue, billing and profitability
RESULTS
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Improve cash flow
Accelerate deliveries
Lower operational costs
Improve margins
Reduce project and financial risk
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Oracle Project Analytics
Provides Insight to Better Manage Projects and Improve Profitability
ANALYSIS & METRICS
Funding and Budgets
• Agreement Amount
• Baseline Amount
• Allocated Amount
• Original Cost Budget
• Current Cost Budget
• Original Revenue Budget
• Current Revenue Budget
• Forecast Cost Budget
• Forecast Revenue Budget
• ITD, QTD, YTD Metrics
Project Cost
• Burdened Cost
• Burden Cost
• Raw Cost
• Equipment Cost
• Equipment Efforts
• People Cost
• People Efforts
• Billable Cost
• Non-Billable Cost
• ITD, QTD, YTD Metrics
Project Revenue and Billing
• Revenue Amount
• Revenue Quantity
• Unbilled Receivables
• Unearned Revenue
• Invoiced Amount
• # of Approved Invoices
• Retention Billed
• Retention Withheld
• Write-off Amount
• ITD, QTD, YTD Metrics
Project Profitability
• Margin
• Margin-ITD
• Margin Percent
• Margin Percent -ITD
• Forecast Margin
• Margin Change
• Cost Variance
• Forecast Cost Variance
• ETC Burdened Cost
• ETC Revenue
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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BENEFITS
• More timely, informed decisions at all
levels of the Project organization
• Control Project costs before they impact
Project profitability
• Maximize cash flow with better insight into
payables, commitments and billings
• Control the risk of overall project portfolio
• Control the budgets and Improve the
profitability
• Identify at-risk projects and initiate
corrective actions
• Empower project team with the ability to
manage projects better
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Role-Based Best Practices
Provide Relevant and Actionable Insight for Everyone
Project Analytics – Key Objectives and Questions by Role
Actionable Insight for Improving Project Portfolio Performance
Project
Executives
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What are my top 10 profitable
projects?
What are At-Risk projects?
Which organization is doing better?
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What is the overall health of my project
portfolio?
How is my cash flow? How do I
Improve?
Where do I invest more?
Track Project / Program Performance and Control Project Costs
Project and
Program
Managers
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•
What is the overall health of my
project/program?
What is my cost variance? Where I am
spending more?
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•
How do I optimize the project
resources
How well am I meeting the project
goals and stakeholder expectations?
Complete Insight into Project Revenue, Billing and Profitability
•
Project
Accountants
•
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What is the total agreed amount from
the contract for a project?
How much of the funding amount has
been billed?
What is the current and expected
profitability based on the current status
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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•
•
•
How much backlog was lost and which
projects were responsible for this?
How do current billings compare with
billings from the previous period?
How many invoices pending for
approval?
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Oracle Project Analytics
Rich Solution for Project Based Organizations
Project Management Dashboard
• This dashboard was designed for project managers and provides a
complete view of project performance, from a comprehensive high level
view of accumulated and trending information for a single or a group of
projects, to the detail information such as cost, revenue and budget
transactions
Project Executive Dashboard
• This dashboard was designed to empower project executives by
providing an organization view coupled with the visibility and control
they need to monitor the organization performance and the health of
the projects that each organization is responsible for in order to
improve profitability, and operate more efficiently
Public Sector Dashboard
• This dashboard was designed for public sector and other organizations
where tracking of profitability and margin are not applicable.
Demonstrative example of how the same objects can be leveraged in
building a custom dashboard, yet be tailored to the specific
requirements of the public sector.
Copyright © 2009, Oracle and/or its affiliates. All rights reserved.
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Oracle Projects
For More Information…
• Link to the Release Content Document for Projects
• Up to and including R 12.1.3
• https://metalink2.oracle.com/metalink/plsql/ml2_documents.show
Document?p_database_id=NOT&p_id=561580.1
• For details on new product functionality
• Oracle E-Business Suite Release 12.1 Information Center
[ID 806593.1]
•Building the Business Case for your Upgrade
•Upgrade Advisor My Oracle Support note and communities
•https://support.oracle.com/CSP/main/article?cmd=show&type=NO
T&id=250.1
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Technical Overview
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12.1 upgrade overview
• R12.1 was generally available (GA) in May 2009
– Via Oracle Electronic Product Delivery (EPD)and oracle
Store
– For all the supported platforms and languages
• Can be used by new and upgrading customers
(11.5.9 and above) to go directly to R12.1
– If you are on R11i, use R12.1 Rapid Install from EPD.
Follow instructions from the “Upgrade Guide: 11i to 12.1”
– If you are on R12.0.X, use R12.1 Maintenance Pack
(7303030) from MyOracle Support (MOS). Follow
instructions from “R12.1Maintenance Pack Install
Instructions 752619.1)”
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12.1 upgrade overview
Upgrade Paths
• Minimum EBS suite level for direct upgrade to R12.1
– 11i9, 11i9CU1, 11i9CU2 or above
– 11i10, 11i10CU1, 11i10CU2 or above
– R12.0.0 and above
• Minimum EBS suite level required for database to be at
– 10gr2 (10.2.0.4) : 11i9CU2, 11i10CU2
– 11gr1 (11.1.0.7) : 11i10CU2, R12.0.4
– 11gr2 (11.2.0.1) : 11i10CU2, R12.0.4
• One or more of the following choices apply based on
your current configuration and your target configuration
– Upgrade database and EBS level in a single downtime
– Upgrade database and EBS level in separate downtimes
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Upgrade Best Practices
• Identification of required patches
– Prepare a complete list of pre and post patches and
recommended code levels
– Keep the system current on AD/ATG/OAM code e.g. latest
AD/ATG RUPs on 11i/R12.0 and once on R12.1
– High priority patches from My Oracle Support
– Consolidated Upgrade Patches (CUP) and required one
offs that need to be applied in pre-install mode. R12.1
CUP1 (7303029:12.1.0) is available now
– Review “Known-issues” sections from key documents to
determine additional pre or post upgrade patches :
– Release notes, MP Install Instructions
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The Journey to Business Value
Choose a Path That’s Right for You
Continue on Your Current Path
• Evaluate the latest Applications releases
to add value to your business
Move to Fusion Step by Step
APPLICATIONS UNLIMITED
• Enhance business value by augmenting
Applications Unlimited with Fusion
Middleware and Fusion Applications
Upgrade to Fusion Applications
• Upgrade by pillars or a global single
instance
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