Transcript Oracle Projects Release 11.5.8 Expected Features

Oracle Projects
Release 11.5.9 and Beyond
New and Improved
Julian Kozicki
Great Projects
NCOAUG August 15, 2003
Copyright 2003 - Great Projects
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
in Family Pack L
Copyright 2003 - Great Projects
Published Release Dates
For Projects Release 11.5.9
• Archive/Purge – Released October 2002 as a one-off patch and
Family Pack K
• MS Project Connect 3.0 – Released November 2002 as a one-off
patch and with Family Pack K
• Project Intelligence – With Release 11.5.9
• Family Pack K – April 2003
• Project Management – April 2003 with Family Pack K
• Project Collaboration – April 2003 with Family Pack K
• Actual Release Date of 11.5.9: June 30, 2003
Copyright 2003 - Great Projects
Oracle Projects 11i – New Constructs
Customers
• Marketing
• Lead Generation
• iStore
• Opportunity Management
• Account Management
• Collaboration
• Customer Intelligence
People
Opportunity
Management
Project
Billing
Contract
Management
Resource
Management
Projects
Intelligence
• Recruiting
• Contingent Labor
• Skills Management &
Professional
Development
• Employment Events
• Compensation
• Benefits
• HR Intelligence
Project
Management
• Accounting
• Travel Management
Project
• Billing & Collections
• Purchasing & Payables Accounting
Project
• Assets
Collaboration
Project
• Property Management
• Cash Management & Treasury
Administration
• Financial Intelligence
• Document Repository
• Content Management
• Publish & Subscribe
• Search Engine
• Professional
Communities
Knowledge
Money
Intelligence
Copyright 2003 - Great Projects
Oracle Projects 11i – New Constructs
New Product View
Sales
Resource Management
Funded
Research / Work
Facility /
Construction Mgt
Asset
Management
Research &
Development
Information
Technology
Marketing
Project
Management
•Update Skills
•Match Resources
•Track Utilization
Accounting
& Operations
•Plan Project
•Manage Change
•Manage
Performance
•Secure
Project
Information
•Track Effort/Costs
•Manage
Contract/Billing
•Capitalize Assets
•Cross-Charge
•Update Progress
•Resolve Issues
•Review Documents
Financials
HR
Procurement
Inventory
Manufacturing
Sales / Contracts
Asset
Management
Other Internal
Project Work
Collaboration
Document
Repository
Strategic
Initiatives
Intelligence
CAD/Product Info
Demand
•Personalized
•Role-Based Views
Copyright 2003 - Great Projects
Built-In Enterprise
Integration
Oracle Projects 11.5.9 High Level ERD
BIS
Operations Intelligence
Quality
Financial and Project Intelligence
Order Management
On Line Sales Suite Integration
Procurement
Inventory
Advanced Planning
Trading
Community
Architecture
Shipping
Discreet Manufacturing
Flow Manufacturing
Warehouse
Management
SCM
Project
Management
&
Project
Collaboration
Cost Management
Project Resource
Management
Project Costing and Budgeting
Oracle Time
& Labor
Project Contracts
MS Project
Connect
Project Billing
AMG
Payables
iExpense
Receivables
Enterprise Asset
Management
FIN
Cash Management
General Ledger
PA
HR
Oracle Technology
Related Products
CRM
+ Budgets and Encumbrances
Assets
Depot Repair
Discoverer and Express Objects
Grants Accounting
Service Requests
Workflow
Labor Distribution
Data Warehousing
CRL
Installed Base
XML and EDI Gateways
Portals
Product Lifecycle Management
© 2002 Great Projects
Oracle Projects Release 11.5.9
New Features and Functions
Copyright 2003 - Great Projects
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 crosscharge and staffing transactions
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
Supports Multiple Dimensions
Examine Different Slices of Data
Analyze
TIME
Performance by:
Organization
• Organization
T
I
M
E
• Project Classification
• Project Type
Project Type
Classification
ORGANIZATION
Job Level
• Job Level
• Work Type
• Time
Time
Copyright 2003 - Great Projects
Work Type
Assess Alternate Views
By Organization
Gain Insight from Different
Perspectives
In Trend Graph
By Project Classification
Other Views Available
Copyright 2003 - Great Projects
Deliver Information via Portal
Quickly Monitor Performance & Manage Exceptions
Flexible
Parameters
Personal
Home Page
• Role Based
Performance
Measures
Intelligence
Links
• Pre-Built
Portals &
Portlets
Reports
• Unified
Graphs
Dashboard
• Drill Down
to Specific
Details
Copyright 2003 - Great Projects
Investigate Further with Reports
Understand Trends and Changes
Flexible
Parameters
Alternate
Views
Copyright 2003 - Great Projects
Additional
Metrics
Drill Down to Details
Identify Sources and Take Action
What Projects
and Which
Resources
Copyright 2003 - Great Projects
Family Pack K
New Features and Functions
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
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
Copyright 2003 - Great 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”
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
Project Management and
Project Collaboration
Copyright 2003 - Great Projects
Project Management and
Project 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
Copyright 2003 - Great Projects
What Is Project Management and
Project Collaboration?
• Deliverables
Project Team
Internal
Team Members
Customers
Participants
Suppliers /
Subcontractors
Partners
• Issues
• Changes
Plans
Project
Manager
Progress,
Issues,
Changes
Documents, Issues, Changes, Communication
Copyright 2003 - Great Projects
Give Project Manager Visibility &
Control
Project
Manager
• Gain Real-Time Project Status Visibility
–
Workbench
Portal
–
• Integrate All Relevant Systems
–
–
–
Common Project
Repository
Financials
Procurement
Human Resources
–
–
–
Contracts
Manufacturing
Maintenance
• Control Project to Meet Delivery Targets
–
–
–
Operational
Systems
Receive alerts (Portal / e-mail notification)
Drill down to details via Project Workbench
Receive continuous feedback
Proactively plan and forecast
Ensure up-to-date communication
Team Members,
Partners & Suppliers
Copyright 2003 - Great Projects
Oracle Project Management
Key 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
Copyright 2003 - Great Projects
Oracle Project Management
Key Features and Functions
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
Copyright 2003 - Great Projects
Oracle Project Management
Key Features and Functions
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
Copyright 2003 - Great Projects
Oracle Project Management
Key Features and Functions
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
Copyright 2003 - Great Projects
Oracle Project Collaboration
Key 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)
Copyright 2003 - Great 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
Copyright 2003 - Great Projects
Beyond Projects 11.5.9
What’s Coming in Family Pack L
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
Project Costing Enhancements
• 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
Copyright 2003 - Great Projects
Project Costing Enhancements
• 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
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
Asset Integration Enhancements
• 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
Copyright 2003 - Great Projects
Asset Integration Enhancements
• 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
Copyright 2003 - Great Projects
Project Billing Enhancements
• Project funding – will be effective dated
• New billing methods
– T&M, Fixed Price, Cost Plus
– Better handling of progress billings and prepayments
– Fixed price billing driven by deliverables
– Trying to provide additional functionality
without need for client extensions
Copyright 2003 - Great Projects
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
Copyright 2003 - Great Projects
Contact Information:
Julian Kozicki
Managing Director
Great Projects
(gr8projects.com)
[email protected]
ORACLE APPLICATIONS USER GROUP
MEMBER COMPANY
Copyright 2003 - Great Projects
Questions
&
Answers
Copyright 2003 - Great Projects