1. Timothy Cronin Cronin Business Solutions
Dawning of a new age, how the Oracle Projects suite can provide comprehensive project management solutions
Timothy Cronin
Cronin Business Solutions

2. Learning Objectives This presentation contains the following topics:
Evolution of project management within the Oracle Applications
Description of the Oracle Enterprise Project Management (OEPM) modules
3. How OEPM can reduce customization and reliance on 3rd party applications

3. Speaker’s Qualifications
Timothy Cronin, C.P.A has been implementing Oracle Applications for over 10 years. During that time Tim has worked extensively with the Oracle Projects Suite
Industry Experience:
Aerospace and Defense
Contract Manufacturing
Engineering and Construction
Internet and Media
Government entities
Manufacturing
Oil and Gas
Professional Services
Software Development

4. Speaker’s Organization
Cronin Business Solutions is an Oracle Partner that focuses on the implementation of the Oracle Projects suite.
Visit us at or at booth 1722
The Oracle Projects Experts…

5. Presentation Agenda Introduction to the Oracle Projects Suite
Insiders guide to Oracle Enterprise Project Management
Reducing customization and 3rd party apps…
Conclusion

6. Introduction to the Oracle Projects suite

7. History of Oracle Applications
1983
1985
1987
1989
1995
1997
1999
2001
2003
2005
1991
1993
1984
1988
1986
1990
1992
1994
1996
1998
2000
2002
2004
Oracle Founded
(Originally named RSI)
Version
10.7
Character
Version
11.03
Version
10.7
GUI
Creation of Applications
Division (Version MPL3)
Version
11i
Version
Version
9.3
Version
10.7
NCA
Version
8.6
Version
10.4
e-Business Suite
Client/Server
Web Based
Project Billing/Costing
Enterprise Project Management

8. The Projects Suite… Global Project Repository
Oracle Projects Intelligence
Oracle Project
Management
Oracle Project
Contracts
Oracle Project
Portfolio
Planning
Oracle Project
Resource
Management
Oracle Project
Collaboration
Oracle Project
Manufacturing
Oracle Project
Billing
Oracle Project
Costing
Oracle Time
and Labor
Oracle Project
Foundation
Global Project Repository
Personalized
Role-Based Views/ Security

9. Oracle Enterprise Project Management…
Oracle Projects Intelligence
Oracle Project
Management
Oracle Project
Portfolio
Planning
Oracle Project
Resource
Management
Oracle Project
Collaboration
Oracle Project
Billing
Oracle Project
Costing
Oracle Project
Foundation
Global Project Repository
Personalized
Role-Based Views/ Security

10. Oracle Project Costing…
Cost Inputs
Cost Outputs
T&L
i-Expense
Inventory GL
3rd Party Apps
Collect
Modify
Report FA
Cash
Management PO AP
Create Projects from templates
Integrate with multiple sources
Manage cost via a WBS
Track cost against budget
Burden/Allocate/Transfer Cost
View Commitments
Drill Down features
Capitalize Assets
Generate Accounting

11. Oracle Project Billing…
Generate Invoices
Funding / Agreements
Interproject/
Interorg
Billing
Revenue Budgets and Forecasts
Generate Revenue
Generate AutoAccounting
Track agreements / Fund Projects
Manage Revenue Budgets
Generate Invoices
Generate Revenue
Supports the following billing/revenue methods:
T&M
% Spent
% Complete
Events
Custom methods

12. Oracle Project Management…
Budgets
Forecasts
HTML
Portal /
Dashboard
Manage
Workplans
Integrate with
MS Project
View Gantt
Charts
Assign task
weighing
Create, manage and version workplans
Track progress against plan
Integrate with MS Project
Create budgets / forecasts to completion
Provide real time project overview via a HTML portal
Manage issues at a project or task level
View Gantt charts
Create work plan dependencies
Manage change orders
Oracle Project
Management

13. Oracle Project Collaboration…
Collaborative
Workspace
Secure
HTML
Oracle Project
Collaboration
Visibility to tasks, issues and deliverables
Document Versioning
Provides a secure collaborative workspace
Visibility to assigned tasks, issues and deliverables
Single document repository with versioning capabilities
Related to Oracle Project Management

14. Oracle Resource Management…
Oracle Project
Resource
Management
Generate
Forecasts
Manage team schedules
Supports the following functions:
Project Managers
Resource Mangers
Staffing Managers
Team Members
Nominate and assign resources to a project
Track resources and availability
Calculate
Utilization
Used by all members of your project based organization
Calculate organization / resource utilization
Managing team schedules
Track resources and availability
Nominate / Assign resources to a project
Search for open requirements
Generate financial
forecasts

15. Oracle Project Intelligence…
Operation and Financial Project Metrics
Real time
On-line reporting
Prepackaged
Reports
Dashboard
And KPI
tools
Provides Project based operational and financial metrics, reporting and analytics
Provides role based security
Drill down to transactions
Dashborad and KPI’s
Manage by exception
Oracle Project
Intelligence

16. Oracle Project Intelligence…

17. Oracle Project Portfolio Planning…
Evaluate & Analyze
Projects
Oracle Project
Portfolio
Planning
Establish
Common
Metrics
Score and Rank Projects
“What if” Scenarios
Release Date: May 2005
Evaluate, analyze, prioritize potential projects
Establish common metrics for potential projects
NPV, ROI, strategic or financial fit
Score and rank projects
Create and compare “What if” scenarios

18. An insiders guide to Oracle Enterprise Project Management: Patches and Family Packs

19. Oracle’s patch terminology…
Unlocking the mystery of OEPM: Oracle Patches…
One-off patches
Individual patches intended to address a specific issue
Example: Fixes bug xyz
Mini-packs
Grouping of one-off patches
(Previously called patchsets)
Family-packs
Grouping of mini-packs
Example: Oracle Projects Family Pack K 11iPJ_PF.K
Maintenance-packs
Grouping of Family packs
Example:
(Previously called release updates)

20. Overview of the Projects Suite…
Family Pack/Maintenance-pack
B –
D –
H –
J –
K –
L - Not associated with a maintenance pack
L10 –
M –

21. History of Projects in 11i…
2000
2001
2002
2003
2004
2005
Version
11i
(11.5)
Released
Version
11.5.7
Family Pack H
Version
Family Pack
L.10
Version
Family Pack M
Version
Family Pack L
Version
11.5.3
Family Pack B
Version
11.5.8
Family Pack J
Version
11.5.4
Family Pack D
Version
11.5.9
Family Pack K

22. Original release dates chronology …
The Oracle Projects module has been evolving for over a decade

23. Tracking enhancements to the suite…
The number of family pack “readme” pages dedicated to each module
Note: This analysis was based on the number of family pack “readme” pages dedicated to each of the PA modules . Accordingly, it should not be considered scientific

24. An insiders guide to Oracle Enterprise Project Management: Analytics

25. OEPM- Ready for Primetime…
Quantitative Metrics:
Number of pages of read-me files per module
Amount of Oracle Training offered
Market demand for consultants
User guide availability

26. Oracle Training offered…
The number training courses offered for each module:
Note: This analysis was based on a detailed review of the Oracle Education web site on 4/21/05

27. Market demand for consultants…
Market demand for consulting may provide insight into product sales
Note: This analysis was based on a detailed review of the DICE web site on 4/21/05

28. Dedicated User Guides
Module
Dedicated IG
Dedicated UG
Project Foundation
Yes
Project Costing
Project Billing
Project Resource Management
Project Management
Project Intelligence No
Project Collaboration
Project Portfolio Planning
The Project Management user guide includes Project Collaboration
Project Portfolio Planning release date 5/05

29. OEPM Analytical Summary
Project
Intelligence
Project
Collaboration
Lower
Project
Management
Level of Effort
Project
Resource
Management
Project
Costing
Project
Billing
Higher
Lower
Higher
Functionality

30. OEPM Quick Reference Guide…
Module
AKA
Dedicated UG
Release Date
Number of hits on DICE
Training offered?
Project Foundation
PJF
Yes
Previously part of project costing
Yes – 4
Project Costing
PJC
1986 to 1996 – Approx 12
Yes – 6
Project Billing
PJB
1996 – Approx 15
Yes – 2
Project Resource Management
PJR H 2
Project Management
PJT
– K 3
Project Collaboration
PJL No 6
Part of PJT
Project Intelligence
PJI
– L10 7
Project Portfolio Planning
TBD
Released May 2005 1 No

31. Reducing customization with Oracle Enterprise Project Management

32. Reducing customization with OEPM…
9 examples where OEPM can reduce the need for 3rd party applications or customization…
Financial WBS vs.
Managerial WBS
Custom Project
Acctg. Reporting
Earned Value
Analysis
Program
Management/
Hierarchal Reporting
Evaluate, analyze,
prioritize potential
projects
Budget Entry
Automation
Managing Task
Dependencies
Gantt Chart
Development
Weighting Tasks

33. Reducing 3rd Party Software/Customization…
Business Requirement
Traditional conflict between accounting and project management regarding work break down structures:
Finance/Accounting: Accounting based WBS
Project Management: Functional WBS
Financial WBS vs.
Managerial WBS
OEPM Solution
Oracle Project Management now provides the ability to manage both a Financial and a managerial WBS
3rd Party Software or customization?
3rd Party Software
Description of 3rd party software or customization
The most common solution to this issue was to integrate a 3rd party project management tool with Oracle Projects. (Example MS Project)
The 3rd party tool would manage the functional WBS while Oracle Projects would manage the accounting WBS
OEPM Module(s)
Oracle Project Management

34. Reducing 3rd Party Software/Customization…
Business Requirement
Many companies that implement Oracle Projects find that the out of the box reporting does not meet their business needs.
Accordingly, companies were forced to develop custom reports
Custom Project
Acctg. Reporting
OEPM Solution
Oracle Project Intelligence enables companies to reduce reliance on customized reports
However, PJI currently provides limited flexibility
3rd Party Software or customization?
Customization & 3rd Party Software
Description of 3rd party software or customization
Reports are developed using a series of tools including Oracle Discoverer, Cognos, Noetics Views, MS Access or SQL+
Significant effort to upgrade and enhance customized reports
OEPM Module(s)
Oracle Project Intelligence

35. Reducing 3rd Party Software/Customization…
Business Requirement
Many government contractors are required to utilize a formal Earned Value Management system (EVMS)
Contractors are generally forced to develop a customized EVMS system
Earned Value
Analysis
OEPM Solution
Patch-set M will provide the ability to collect/progress, calculate, review and produce formal EV reports
Due to the nature of new functionality, there is a possibility that OEPM’s EV solution may not meet all EV requirements
3rd Party Software or customization?
Both customized or 3rd Party software
Description of 3rd party software or customization
Companies generally develop a series of tools to collect data, calculate EV, review progress and produce formal reports
OEPM Module(s)
Oracle Project Mgt
Oracle Project Intelligence

36. Earned Value Conceptual Diagram…
EAC
ETC
VAC
BAC (PMB)
BCWS
ACWP
BCWP
Schedule Variance
Cost Variance

37. Earned Value Terminology…
BCWS
Budgeted Cost of Work Scheduled
Planned Value
BAC
Budget at Completion
Performance Measurement Baseline
ACWP
Actual Cost of Work Performed
Actual Cost
ETC
Estimate to Completion
Value of Remaining Work
EAC
Estimate at Completion
Projected Total Cost of the Project
BCWP
Budgeted Cost of Work Performed
Earned Value
C/SCSC Cost / Schedule Control System Criteria
Get the reports (CCC), etc

38. Reducing 3rd Party Software/Customization…
Program
Management/
Hierarchal Reporting
Business Requirement
Many companies want the ability to link projects together for hierarchal reporting purposes
OEPM Solution
OEPM provides the ability to link projects together. This feature enables program/hierarchal reporting
3rd Party Software or customization?
Customization
Description of 3rd party software or customization
A series of custom reports or form customizations are generally developed to address this business requirement
OEPM Module(s)
Oracle Project Costing
Oracle Project Intelligence

39. Reducing 3rd Party Software/Customization…
Evaluate, analyze,
prioritize potential
projects
Business Requirement
Ability to evaluate, analyze potential projects based on predetermined metrics such as ROI, NPV, tactical or strategic fit
OEPM Solution
Patchset M will contain a new module called Oracle Project Portfolio Planning.
This module will enable companies to evaluate, analyze and prioritize potential projects based on predetermined metrics
3rd Party Software or customization?
Customization
Description of 3rd party software or customization
Most companies were forced to develop a custom application to meet this business requirement
OEPM Module(s)
Oracle Project Portfolio Planning

40. Reducing 3rd Party Software/Customization…
Budget Entry
Automation
Business Requirement
Oracle Projects standard budget entry forms can be cumbersome
Many companies want the ability to automatically upload budgets to Oracle Projects from MS Excel or MS Project
OEPM Solution
OEPM now includes a web ADI budget upload feature
3rd Party Software or customization?
3rd Party Software and Customization
Description of 3rd party software or customization
Companies generally implemented Oracle Project Connect to link MS Project to Oracle Projects. They then loaded budgets
Other companies created a custom program based on Oracle Projects Budget API’s
OEPM Module(s)
Oracle Project Management

41. Reducing 3rd Party Software/Customization…
Business Requirement
Companies need the ability to assign dependencies to tasks.
This enables critical path analysis and other project reporting
Managing Task
Dependencies
OEPM Solution
Oracle Project Management now supports task dependencies
3rd Party Software or customization?
3rd Party Software
Description of 3rd party software or customization
Most companies used MS Project, Primavera or Artemis project management tools to support dependencies
OEPM Module(s)
Oracle Project Management

42. Reducing 3rd Party Software/Customization…
Business Requirement
Project Managers need the ability to view their workplans in a Gantt chart format
Gantt Chart
Development
OEPM Solution
Oracle Project Management supports Gantt chart reporting
3rd Party Software or customization?
3rd Party Software
Description of 3rd party software or customization
Most companies used MS Project, Primavera or Artemis project management tools to report on Gantt charts
OEPM Module(s)
Oracle Project Management

43. Reducing 3rd Party Software/Customization…
Business Requirement
Project Managers need the ability to assign weights to specific tasks
This allows project managers to perform analysis based on LOE, LOR and estimates to completion
Weighting Tasks
OEPM Solution
Oracle Project Management enables project managers to assigns weights to specific tasks
3rd Party Software or customization?
3rd Party Software
Description of 3rd party software or customization
Most companies used MS Project, Primavera or Artemis project management tools assign weights to tasks
OEPM Module(s)
Oracle Project Management

44. Conclusion

45. Conclusion… Is Oracle Enterprise Project Management ready for prime?
Answer: It depends on the industry and your companies flexibility
What is Oracle’s commitment to OEPM going forward?
Answer: Oracle has demonstrated a consistent commitment to Oracle Enterprise Project Management
Can OEPM replace MS Project or Primavera
Answer: It depends on your industry and your specific business requirements. OEPM is not a scheduling tool
It is important to note that many aspects of the OEPM are new and will require further enhancements before many industries can retire their 3rd party project management tools

46. Q & A

47. Thank You!