Project Management

Presenter’s Name
Presenter’s Title
 Safe Harbor Statement

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 decision. The
development, release, and timing of any features
or functionality described for Oracle’s products
remains at the sole discretion of Oracle.

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle At-a-Glance

Globally…
#1 in Database
#1 in Supply Chain Mgmt
#1 in Customer Relationship Mgmt
#1 in Human Capital Mgmt
#1 in Industries
Founded in 1977. Headquarters in Redwood Shores,
CA with operations in 145 countries. - Retail

• 286,000 total customers • 19,500 partners - Public Sector

• 235,200 database customers • 74,000 employees - Professional Services
• 37,500 applications customers
• 14,000 developers - Financial Services
• 24,000 SMB apps customers
• 53,800 middleware customers • 7,500 support staff - Communications

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Agenda

• Business Challenges

• Oracle’s Leadership Position

• Solution Overview

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Project Management At-a-Glance

Customer Your
Needs Assets

an

E x ec
Time Scope

Pl
People / Equipment
External

ute
Services
Control
Knowledge

Internal Business
Initiatives Resources
Capital

Collaboration & Communication, Decision Making

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Business Pressures

Faster Delivery Scarce Resources

• How do I ensure knowledge • How do I effectively leverage
and template reuse? global project teams within
and beyond the enterprise?
• How can I leverage the Internet
to increase collaboration? • Where should I assign my key
resources?

Reduced Budgets Increased Competition

• How do I manage costs to • How do I improve quality and
maintain accurate budgets? service to differentiate myself
from my competitors?
• How do I control project changes
to minimize cost impact?

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Operational Challenges

Inputs Project Management Outcomes

Customer Project
Demand Resource Delivery
(Internal/External) Planning
Management

Knowledge Email Manual Financial

Management Forecasting / Updates Impact
Perf. Mgmt.

Available Phone
Resources Status
(Internal/External)
Reporting
Collaboration Accounting

• Silos of information, inefficient processes

• Limited collaboration and cross-project analysis
• Lack of visibility; reactive decision making

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 A Need for Change
Leading Business Trends

• Increased Organizational and Project Team Complexity

• Real-Time Visibility and Collaboration for Proactive Decisions

• Dynamic Project Environment -- Continuously Competing Priorities

• Focus on Cost Management Throughout Entire Business Lifecycle

• Greater Accountability / Responsibility at the Resource Level

• Fewer Resources to Sustain Quality and Deliver On-Time

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Project Management Opportunities

Project Time to Completion 8-12%

Time to Issue Invoices 33%

Delivery Costs 20-

80%
Sources: Meta Group, TransGrid, CGEY-UK+I, Oracle Consulting

“CDM (Camp Dresser & McKee) has achieved competitive

advantages with Oracle Projects due to project managers
having instant access to global project information, regardless
of location. Application flexibility allows CDM to enroll and manage even the
most complex and detailed projects for any of its clients.”
-- Scott Tiazkun, Analyst

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Agenda

• Business Challenges

• Oracle’s Leadership Position

• Solution Overview

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 What Customers Max Boegl
Are Achieving…

COMPANY OVERVIEW
• German engineering & construction firm,
specializing in civil engineering, tunneling,
bridges and construction engineering
• Over 4000 employees in 10 divisions
• 30 locations across Europe RESULTS
• Reduced cycle times for changes and
CHALLENGES / OPPORTUNITIES contract approvals
• Standardize business processes across • Increased visibility and control of
projects, including change management, variances and issues
planning and contract management

SOLUTIONS
• Oracle Projects provides single
application for managing all
projects, documents, and changes

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 What Customers Are Saying…

“Oracle Project Management offers centralized

project control and management of our global
projects, and facilitates communication for the
project teams.”

“Oracle Project Management… allows us to

simplify the management of engagements,
resources, and projects for better control
and clear visibility into project performance and
profitability. The solution ensures project deliverables are on
target by identifying success factors and tracking their progress.”
-- Rick Nania, VP, Advisors Operations

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 A Few More Customers…
Engineering
Max Boegl
& Construction

Communications
& Media

Manufacturing
& High Tech

Embedded
Services

Public Sector

Oil & Gas

Travel &
Transportation

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Agenda

• Business Challenges

• Oracle’s Leadership Position

• Solution Overview

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Projects

Project Integration to
Initiatives Project Portfolio Analysis E-Business Suite
Project Project
Sales Management Resource Mgmt Financials
Delivery

Research HR
Global
Project
Construction Repository Supply Chain

Information
Sales
Technology Project Project
Product Collaboration Costing & Billing
Time & Labor
Development
Enterprise and Project Insight
Marketing Personalized Documents
Role-Based Views

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Project Management
Integrated
Intelligence

• Establish plan • Complete

• Assign resources deliverables
• Automatically • Share documents
Project create budget • Raise issues
Manager
Role-Based & forecast • Update progress
Access
Plan Execute

Team
Members
Control
• View progress • Manage performance
• Manage changes & exceptions
Executives • Forecast at completion • Communicate status

Scheduling /
Financial HR
Estimating
Systems System
Tools

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Project Management

Enables you to…

 Integrate Project Planning and Tracking

 Improve Budget and Forecast Oversight

 Effectively Control Project Issues and Changes

 Manage and Communicate Project Performance

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Ensure Rapid, Consistent Project Setup
Re-Use Best Practices and Processes

Project Template
Use Templates or Copy Existing Projects
Design Build Test Rollout
• Task hierarchy
• Team requirements
• Budget and forecast structures
• Cost controls
Copy • Standard billing terms and conditions
• Document templates

Project Establish Controls and Approvals

• Flexible status controls
Design Build Test Rollout
• Streamlined approvals using workflow

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Work and Financial Structures
Flexibility with Control to Reflect Your Project Needs

Enable Multiple Structures

WBS (Workplan) • Workplan for work execution
• Financial structure for accounting
Design Build Test Rollout

Perform Lifecycle Tracking

v.2
v.1
• Track phase of project / tasks
v.3 through lifecycle

Flexible for Your Changing Needs

Financial Structure • Unlimited hierarchy
• Control through task type and status
• Determine milestones, critical tasks
Design Build Test Rollout • Workplan versioning and publishing
• Support for multiple dates (e.g. estimated,
actual, target, scheduled)

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Integrate Project Planning
Leverage the Strength of Your Scheduling Tool

Scheduling Tool

Task Hierarchy
Templates
Resources, Rates

Schedules
Budgets

Actual Effort/Cost

Progress
Oracle
Projects
Standard APIs
• Microsoft Project • Artemis *
• Primavera *

* Partner / vendor enabled

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Track Progress of Actual Work
Gain Visibility into Progress and Schedule Changes

• Flexible Entry
- Centralized (project manager)
Status: Project ABC - Decentralized (team members)
Task One 80% • Accuracy
Task Two 24% - % complete
Task Three 50% - Actual work quantity / effort
Task Four 65%
- Color-coded status icon
- Estimated, actual dates
Task Five 35% - Text summary
As of Jan 15
• Automatic Rollup
As of Dec 30
• Full Override at All Levels
As of Dec 15
• Progress History

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Easily Track / Share Documents
Improve Efficiency and Reduce Review Time

 Secure, Role-Based
• Project Document Repository *
Internet Access - Oracle Files Online
- Any system using WebDav protocol

Shared • Ensure Workspace Security

Document
Repository
• Enable Foldering, Versioning,
 Version Control and Locking
 Write or Read-Only

* Requires Oracle Files Online or other system

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Project Management

Enables you to…

 Integrate Project Planning and Tracking

 Improve Budget and Forecast Oversight

 Effectively Control Project Issues and Changes

 Manage and Communicate Project Performance

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Manage the Budgeting Process
Configure to Business Practices, Streamline Approvals

Budgeting Process Flexible Budgeting Options

• Multiple types
Working
Versions • Budgeting level within project
• Time-phased or at-completion
• Cost and revenue together or separately
Submit
using Workflow
• Budget in multiple currencies
• Multiple working versions
Original • Enter using MS Excel or web UI
Approve
Budget
Budget Approvals
• Submit for approval using Workflow
• Full versioning of baselined budgets
Baselined
Versions • Track original and current budget

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Streamline Project Forecasting
Reduce Effort and Time, Increase Accuracy

Project Forecasting Process

Accurate Forecasting
Actuals
To-Date Budget • Actuals + remaining budget
Assignments • Scheduled resource assignments
Changes • Increase by specified %
% • Include pending changes
• Maintain using MS Excel or Web UI

Current
Historical Forecast Approvals & Tracking
Versions
Forecast • Submit for approval using Workflow
• History of forecasts

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Project Management

Enables you to…

 Integrate Project Planning and Tracking

 Improve Budget and Forecast Oversight

 Effectively Control Project Issues and Changes

 Manage and Communicate Project Performance

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Monitor Issues in Real-Time
Reduce Cycle Time to Issue Resolution

Issue Process

Define Resolve Approve

• Owner • Assign actions • Close issue

• Effort • Review, update, • Create change
• Priority, due date sign-off order
• Type, classification • View progress • Streamlined
indicators with workflow
• Relevant docs
• Conduct multi-
threaded discussion
• Record resolution

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Record Project Change and Impact
Rapidly Respond to Project Changes

Change Request, Change Order Process

• Record change
• Capture multiple
requests into • Streamlined
change order with workflow

Define Resolve Approve Implement

• Impact to workplan • Update project

and budget
• Conduct multi-threaded with impacts
discussion • Retain history

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Project Management

Enables you to…

 Integrate Project Planning and Tracking

 Improve Budget and Forecast Oversight

 Effectively Control Project Issues and Changes

 Manage and Communicate Project Performance

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Monitor Progress to Workplan
Real Time Visibility into Progress and Schedule Changes

Monitor progress against plan:

Review active and • % complete • Schedule variance

upcoming tasks • Estimated / actual dates • Status indicator and text

Revise plans based on

real-time information

Evaluate late and Drill down on

at-risk tasks exceptions

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Control Costs to Budget
Avoid Project Overruns

Review Costs
• Monitor actuals and commitments
• Compare to budgets
• Drill down to investigate overruns
• Adjust incorrect charges

Review and Revise Forecasts

• Forecast at completion
• Cash forecast by project

* Restricted use of Project Costing

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Manage Billings to Profit
Ensure Accurate Billings and Timely Collections

Invoices
• Review and approve invoices online
• Make adjustments before approval
• Review outstanding collections

Revenue
• Monitor actual to budget and forecast
• Proactively manage backlog

* Restricted use of Project Billing

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Communicate Status to Stakeholders
Create and Publish Status Reports for Timely Visibility

• Tailor content /
format to
internal and
external
audiences

• Streamline
approvals
and publishing

• Access online
or via email

• Track status
history

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Project Management

Flexible work structures

Integrate Project
with integrated planning and
progress tracking Planning & Tracking

Robust budgeting, Improve Budget &

streamlined forecasting Forecast Oversight

Real-time issue and change Effectively Control

management Project Issues & Changes

Proactively manage to plan,

Manage & Communicate
robust financial control,
integrated status reporting Project Performance

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Projects Products
Develop
Contracts Market
Projects Sell
HR Customers, Order
Suppliers,
Project Management Finance Plan
Products, …
Project Resource Mgmt
Maintain Procure
Project Collaboration
Project Contracts Service Make
Project Costing Fulfill
Project Billing
Project Portfolio Analysis
Projects Intelligence

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Evolution of Oracle Projects
Base Differentiators… New in 11i.10… New in R12…
• Single project repository • Enhanced asset capitalization • Costing and billing enhancements
automation for capital projects - Increased date defaulting
- Complete, secure and
personalized project info • User-defined attributes for flexibility for payables
for all stakeholders projects and tasks transactions
- Centralized space for • Gantt chart view in web interface - Improved flexibility & control for
managing project finances, processing project adjustments
workplans, resources and
• Supplier invoice adjustments
- Cash basis acctg /control for
deliverables across entire • Burden cost calculation and partial payments & reversals
project lifecycle processing enhancements
for manufacturing costs - Mass adjustment for large
• Integrated project management numbers of transactions
and collaboration capabilities • Customer account
relationships support - Sub-contractor payment
- Integrated work, resource, management
financial mgmt & operations • Contingent worker support
- eTax integration
across the entire lifecycle • Support for multiple
earned value metrics - Increased support for project
• Global support and functional currencies in
- Multiple currencies and • Integrated work management billing transactions
languages • Enhanced budgeting and
- Global project structures forecasting • Project Portfolio Analysis
across your business units • Streamlined change mgmt (new product)
• Applications integration • Increased billing visibility - Investment criteria definition
- Integration with • Performance & exception mgmt - Current / proposed projects
E-Business Suite analysis
• Program mgmt and reporting
- Open integration with - What-if scenario comparisons
multiple third-party apps • Enhanced resource definition
• Cascading bill rates

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 All Supported by Leading Technology

• J2EE Application Server • Real Application Clusters

• Service-Oriented Architecture • Advanced Security
• Business Process Mgmt • Embeddable
• Business Intelligence • Secure Enterprise Search
• Content Management • Data Warehousing
• Identity Management • Server Virtualization
• Collaboration Suite • Enterprise Management
• Enterprise Portal • Partitioning
• Business Integration • OLAP
• Data Hubs • Data Mining
• Developer Tools • Spatial Data
• Web Services Management • Secure Backup

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Integration Options
Benefits Along the Spectrum

Project Execution Execution Execution

Execution with Team Integrated with Integrated with
& Control Collaboration Resource Mgmt Financial Control

Use Project …add Project …add Project …add Project

Management… Collaboration… Resource Mgmt… Costing & Billing
• Manage workplan • Global team access • Track skills • Budget and forecasting
and progress to project info • Match and assign • Cost control
• Manage issues • Assigned tasks resources • Billing review
and changes • Resolve issues • Track availability • Performance to budget
• Store documents • Share documents
• Publish status
reports
• Budget & forecasting

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
 Oracle Project Management

Integrate Project Planning and Tracking

Improve Budget and Forecast Oversight

Effectively Control Project Issues and Changes

Manage and Communicate Project Performance