© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Oracle Projects Reporting: Current and
Roadmap
Dean Herback – Projects Strategy Manager
OAUG Projects SIG - April 18, 2010
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.
© 2010 Oracle Corporation – Proprietary and Confidential
Agenda
• Oracle EBS Projects Reporting Solutions
•
•
•
•
•
Reporting History
Current Footprint
Solutions Available Today
Reporting by EBS Projects Module Today
Solution Comparison
• New Reporting Solutions
• BI Publisher Reporting (Project Manager Reporting Pack)
• Project Analytics
• Proposed Reporting Roadmap
• Q&A
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle EBS Projects Reporting Solutions
Reporting History
Pre-Applications
Unlimited
Release 12
Release 12.1
Release 12.2+
• Project Intelligence
• Project Status Inquiry
• Operational Reports (rdf, sql)
• Business Intelligence System (BIS)
• OLTP Business Intelligence System (OBIS)
• Enterprise Data Warehousing (EDW) Oracle
Projects part of FII (FIIPA)
• Utilization Consolidation (Old Model)
© 2010 Oracle Corporation – Proprietary and Confidential
• Project Performance Reporting
• Project Intelligence (Interoperability Patch)
• Project Manager Reporting Pack (BI
Publisher)
• Discoverer reporting (Resource Mgt)
• Operational Reports (BI Publisher)
• Projects Analytics
Oracle EBS Projects Reporting Solutions
Solutions Available Today
• Project Performance Reporting
• Discoverer Reporting
• BI Publisher Reporting (Project Manager Reporting
Pack)
• BI Publisher Reporting (Operational Reporting)
• Project Intelligence
• Project Analytics
• Project Status Inquiry
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle EBS Projects Reporting Solutions
Current Footprint
Transactional Tables
Projects
Administrator
DBI Summary Model
Data Warehouse
BI Publisher Reporting
(Operational Reporting)
Project Status Inquiry
Project Accountant
Project/Program
Manager
BI Publisher Reporting
(Project Manager
Reporting Pack)
Project Performance
Reporting
Discoverer Reporting
Project Executive
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Project Intelligence
Project
Analytics
Oracle EBS Projects Reporting Solutions
Solutions Available Today
Reporting Solution
Description
Target Audience
Project Performance
Reporting
Project / Program lever reporting. You can view and
analyze project revenue, cost, margin, effort performance,
billing and collections, backlog, earned value
performance, and effort performance in a HTML-based
view. It is also possible to compare period-to-date and
project inception-to-date amounts against budget to
determine running variances. You can compare the latest
forecast to full project budget to see at completion
variance figures.
Project / Program Manager, Project
Accountant
Discoverer Reporting
Managing project resources using the flexibility of the
Discoverer tool for ad-hoc resource management
reporting needs and workbooks provided covering the
following areas : Staffing, resource financial, competence
and utilization.
Project / Program Manager, Resource
Manager, Staffing Manager
BI Publisher Reporting
(Project Manager
Reporting Pack)
The “Project Manager Reporting Pack” enables you to
define reporting pack content. Provides automatic
disbursement and delivery of financial project reports.
Enables flexible report formats that are easily tailored to
meet the needs of each business user.
Project Accountant, Project / Program
Manager, Project Accountant
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle EBS Projects Reporting Solutions
Solutions Available Today
Reporting Solution
Description
BI Publisher Reporting
(Operational Reporting)
Project and transaction entry reports to verify that you
have setup your projects correctly and to audit data entry
of expenditures. Project expenditure reports providing a
detailed view of the cost, revenue, and invoice activities of
your projects. Billing review reports to review invoice
information and agreements with your customers. The
billing process flow reports help identify any bottlenecks in
your revenue and invoice processing flow. Interface audit
reports verify that your interface of information to another
Oracle product was complete and accurate. The Project
Sub ledger Audit Reports print cost distribution lines
related to projects. All reports have been transposed from
rdf/sql to BI Publisher formats with Release 12.1.
Project Administrator
Project Intelligence
Enables top down enterprise metrics and analytics for
your entire project-based organization. It is a
comprehensive reporting solution that provides crossproject visibility to full lifecycle performance - from
opportunity bookings, to resource utilization, to profitability
and activity analysis. Based on summary model data.
Project Executive
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Target Audience
Oracle EBS Projects Reporting Solutions
Solutions Available Today
Reporting Solution
Description
Target Audience
Project Analytics
Complete reporting solution with the intent to cover
project management, budgets, costing, billing resource
management, earned value, CIP and scheduling etc.
Leveraging dimensions to integrate with current Analytics
models (Financials. Supply Chain etc.), unified data
model for Projects and other modules. Unified
architecture, ability to navigate from financials and/or
supply chain. Ability to integrate data from third party
scheduling software (MSP, Primavera etc.) through
Universal Adapters, heterogeneous database / OS
support. Managed via a data warehouse.
Project Executive, Project / Program
Manager, Project Accountant
Project Status Inquiry
Forms based reporting enabling project accountants to
review the current status of Projects as well as a more
detailed review of a Project, Task, and Resource
Summary amounts. You can review current and original
budget amounts and compare them to actual and
commitment amounts. (Currently in maintenance mode)
Project Accountant
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Oracle EBS Projects Reporting Solutions
Reporting by EBS Projects Module Today
Project
Initiatives
Sales
Delivery
Research
Project Portfolio Analysis
Project Management
 Project Performance
Reporting
 BI Publisher Reporting
(Project Manager
Reporting Pack)
Construction
Information
Technology
Project
Collaboration
Product
Development
Marketing
© 2010 Oracle Corporation – Proprietary and Confidential
Project Resource
Management
 Discoverer Reporting
 Project Intelligence
Global
Project
Repository
Project
Costing & Billing
 Project Status Inquiry
 BI Publisher Reporting
(Operational Reporting)
Integration to
E-Business Suite
Financials
HR
Supply Chain
Sales
Time & Labor
Enterprise and Project Insight
 Project Intelligence
 Project Analytics
Documents
BI Publisher Reporting (Project
Manager Reporting Pack)
© 2010 Oracle Corporation – Proprietary and Confidential
Project Managers Reporting Pack
Reporting/Enhanced Usability
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
© 2010 Oracle Corporation – Proprietary and Confidential
BI Publisher Reporting (Project Manager
Report Pack) vs. Project Performance
Reporting
Feature
BI Publisher Reporting (Project Manager Report Pack)
Project Performance Reporting
Calendars
PA, GL and Enterprise
PA, GL and Enterprise
Currency
Up to five - Project, Functional, Primary Global, Secondary
Global and Transaction
Up to five - Project, Functional, Primary Global, Secondary Global and
Transaction
Period types
Total, ITD, PTD, YTD, QTD
Total, ITD, PTD, YTD, QTD
Periodic data
All periods
All periods
Budgetary controls
Not Supported
Not Supported
Resource Views
Using RBS – multi-level
Using RBS – multi-level
Seeded Measures
(Display / Available)
160 (200+)
160 (418)
Display measures
All
All
Data Summarization Process
DBI Summarization (Not real-time)
DBI Summarization (Not real-time)
Project Financial Comparisons
Actuals vs. Budgets – 2 plan types vs any approved forecasts
Actuals vs. Budgets – 2 plan types vs any approved forecasts
Drill-downs
Summary to day level transactions
Summary to day level transactions
No drill-down from resource summary
Custom measures
Up to 60 numeric (excludes ITD, PTD, Total)
SQL and PL/SQL based formula – more flexible
Up to 60 numeric (excludes ITD, PTD, Total)
SQL and PL/SQL based formula – more flexible
Automatic disbursement and
delivery of reports
Yes
No
© 2010 Oracle Corporation – Proprietary and Confidential
Projects Analytics
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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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•
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What are my top 10 profitable
projects?
What are At-Risk projects?
Which organization is doing better?
•
•
•
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?
•
•
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
•
•
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
© 2010 Oracle Corporation – Proprietary and Confidential
•
•
•
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?
Project Analytics
Increased Customer Value
Strategy - Roadmap
• Project Analytics V2
12.2+
•
•
•
•
Next Release
Earned Value Management content
Risk Management content
Schedule content
Resource Utilization content
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Future Release
• Tracking Deliverable content
• Commitments content
Project Analytics
Strategy – Planned Enhancements
• Executive Dashboard
• New content:
• Commitments
• Cross Charges
• Total of 114 reports
including 14 new ones and
56 new metrics
• New functionality will be
supported for EBS and
PeopleSoft in 11g
Patchset1
© 2010 Oracle Corporation – Proprietary and Confidential
Project Analytics
Strategy - Proposed Enhancements
New Content:
• Resource Management
• Earned Value Management
• Scheduling
• Risk Analysis
• Deliverables
• Resource management has been deemed indispensable by almost all
PJR (Professional Services) customers in the use of Project Analytics
• Earned Value Management is a key requirement for government
contractors and agencies
• Risk Management is key in Professional Services companies where
tracking implementation risks is important
• Scheduling is key for Utilities and Construction and Engineering
companies and needed for Earned Value Management to work.
• Some of this functionality might be required for Fusion V2 – Still working in
gathering the requirements
© 2010 Oracle Corporation – Proprietary and Confidential
Proposed Reporting Roadmap
© 2010 Oracle Corporation – Proprietary and Confidential
Reporting Roadmap
Transactional Tables
Projects
Administrator
DBI Summary Model
Data Warehouse
BI Publisher Reporting
(Operational Reporting)
BI Publisher Reporting
Project Status Inquiry
Project Accountant
Project/Program
Manager
BI Publisher Reporting
(Project Manager
Reporting Pack)
Project Performance
Reporting
Project
Performance
Reporting
Discoverer Reporting
Project Executive
© 2010 Oracle Corporation – Proprietary and Confidential
Project Intelligence
Project
Analytics
Analytics
v1 v1
& v2
Project Performance Reporting
Increased Customer Value
Strategy – Proposed Roadmap
• Project Analytics V2
• Enhancements to Project
Performance Reporting
• Enhancements to Project
Manager Reporting Pack – BI
Publisher
12.2+
Next Release
• Project Analytics – Industry /
Role Build out
Future Release
• Improve Performance and scalability
• Best Business Practices
• Reduce Volume Growth
• Increase responsiveness
• Eliminate Data Inconsistency
• Recovery from failed processing
• Streamline patch delivery
© 2010 Oracle Corporation – Proprietary and Confidential
BI Publisher Reporting
Increased Customer Value
Strategy – Proposed Roadmap
• Project Analytics V2
• Enhancements to Project
Performance Reporting
• Enhancements to Project
Manager Reporting Pack – BI
Publisher
12.2+
Next Release
• Project Analytics – Industry /
Role Build out
Future Release
• Provide additional Financial reports (De-scoped from 12.1) • Produce Industry Specific reporting packs that perhaps could
be packaged and sold
• Provide measures / reports that are not Financial related
• Produce Reporting Packs for additional roles other than a • Provide the ability to view the BI Publisher output online
Project Manager
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Questions