ORACLE EBS
AN AWARENESS SESSION
OVERVIEW OF ORACLE PROJECTS
EXPECTATIONS
DEMONSTRATION
QUERIES
OVERVIEW OF ORACLE PROJECTS
WHAT IS ERP?
Finance
Projects
Finance
HR
Projects
Human Resource
ERP
A SPECIAL CLASS OF SOFTWARE THAT PROVIDES END-TOEND SOLUTION TO ENTERPRISE TO MANAGE THEIR NEEDS.
ORACLE E-BUSINESS SUITE
Oracle Financials
MODULAR, YET INTEGRATED TO PROVIDE:
EFFICIENT INFORMATION FLOW
GLOBAL SHARING OF RESOURCES
ROBUST INTERCOMPANY ACCOUNTING
Oracle
Supply
chain
Oracle
Projects
Oracle Human
Resources
ORACLE PROJECTS SUITE
HIGH-LEVEL OBJECTIVE
1/2
Oracle Projects Suite
provides
Complete enterprise project
management solution
managing projects,
people, schedules,
deliverables and
finances
ORACLE PROJECTS SUITE
HIGH-LEVEL OBJECTIVE
2/2
Oracle Projects
Suite
performs
Collection and
coordination of
corporate resources
In order to
Accomplish a predefined scope of
work
Within time-frame
and budget
ORACLE PROJECTS SUITE
TYPE OF PROJECTS
Internal Projects
Oracle Projects Suite
External Projects
involves billing
WHAT ORACLE PROJECTS SUITE OFFERS?
PROJECT MANAGER
1/3
Project Manager
Effectively oversee
their projects
Assess progress
against milestones
and budgets
Staff their projects
with appropriate
talent
Quickly generate a
wide variety of
reports
WHAT ORACLE PROJECTS SUITE OFFERS?
PROJECT TEAMS
2/3
Project Teams
Efficiently communicate, collaborate and complete tasks
WHAT ORACLE PROJECTS SUITE OFFERS?
EXECUTIVES
3/3
Executives
See how projects are
performing across the
enterprise
Drill down to their area of
interest
Review projects that have
potential problems or are in
immediate need of
attention
Oracle Project
Manufacturing
THE PROJECT SUITE
Global Project Repository
Oracle Project Intelligence
Oracle Project
Portfolio
Planning
Oracle Project
Resource
Management
Oracle Project
Collaboration
Oracle Project
Contracts
Oracle Project
Management
Oracle Time
and Labor
Project Management
Phase II
Oracle Project
Billing
Oracle Project
Costing
Project Foundation
Oracle Projects Suite
Phase I
ORACLE PROJECT COSTING
iExpense
Inventory
PO
AP
Cost Inputs
Collect/
Modify/
Report
GL
3rd Party
Apps
FA
Cash
Mgmt
Cost Outputs
Create Projects from templates
Integrate with multiple sources
Manage cost via a WBS
Track cost against budget
Allocate/Transfer Cost
View Commitments
Drill Down features
Generate Accounting
ORACLE PROJECT BILLING
1
Track agreements / Fund Projects
Manage Revenue Budgets
Generate Invoices
Generate Revenue
Supports the following billing/revenue
methods
Time & Material
% spent
% complete
Events
Customization
ORACLE PROJECT MANAGEMENT
1
Create Projects from templates
Create Budgets / forecasts to complete
Create, manage and version work plans
Track progress against plan
View Gantt charts
Create work plan dependencies
Integrate with 3rd party tools
Manage issues at a project or task level
Manage change orders
ORACLE RESOURCE MANAGEMENT
1
Used by all members of Organization as
per their roles
Calculate resource utilization for
Enterprise / Projects
Managing team schedules
Track resources and availability
Nominate / Assign resources to a project
Search for open requirements
Generate financial forecasts
ORACLE PROJECT PORTFOLIO PLANNING
1
Evaluate, analyze, prioritize potential
projects on basis of NPV, ROI, strategic or
financial fit
Establish common metrics for potential
projects
Score and rank projects
Create and compare What if scenarios
ORACLE PROJECT COLLABORATION
1
Provides a secure collaborative
workspace
Visibility to assigned tasks, issues and
deliverables
Single document repository with
versioning capabilities
Related to Oracle Project Management
ORACLE PROJECT INTELLIGENCE
1
Provides Project based operational and
financial metrics, reporting and analytics
Provides role based security
Drill down to transactions
Dashboards and KPIs
EXPECTATIONS
FROM ORACLE EBS
1/2
data
uniformity
Elimination of disparity amongst project
data
Access to integrated and updated
project data
accurate
project
control
Timely invoicing & income tracking
Budget optimization
Expense and man-hour tracking
Productivity monitoring
hr related
issues
Better handling of Issues pertaining to
project personnel
Resource pooling
Resource competencies
FROM ORACLE EBS
2/2
project
statistics
customized
reports
Pre-project award statistics like RFPs
received, declined, reasons of
declination, categorization of proposals,
win-loss ratio, etc.
Post-project award statistics like types of
executed projects, historical data, etc.
Project status reporting
Earned value and forecasting reports
Overall performance and statistics
Employee productivity reports
Any customized report for better
management and control of projects
FROM BUSINESS USERS
issue log
Highlight the issues you have thru official
correspondence
data collection
Provision of accurate and complete data for
the projects
dedicated ERP
team
A dedicated team should be formed who gets
training to effectively use ERP for their day to
day matters
Understanding
ERP terminology
Users should develop an understanding of ERP
terminology
DEMONSTRATION
LIVE DEMO TOPICS
1
Project templates
Project Creation
Setup Project
Define Budgets
Expenditure Inquiry
Project Status Inquiry
ORACLE INTERFACE
Responsibilities
Notifications
PROJECT TEMPLATES (Project Super User > Projects: Setup > Project Templates)
PROJECT CREATION (Project Super User > Projects: Delivery > Create Project)
SETUP PROJECT
UPDATE WORK PLAN
1/2
SETUP PROJECT
ASSIGN RESOURCES
2/2
CREATE BUDGET
COST & REVENUE BUDGETS
PROJECT INQUIRY
1/4
View summary information by project,
task, and resource.
Drill down from lowest tasks and
lowest resources to commitments and
expenditure item details.
Drill down from projects, top tasks, and
lowest resources to events for contract
projects.
PROJECT INQUIRY
EXPENDITURE
2/4
PROJECT INQUIRY
EXPENDITURE
3/4
PROJECT INQUIRY
STATUS
4/4
THANK YOU FOR LISTENING
ANY QUESTION?