oracle‟s primavera project portfolio management technology
TRANSCRIPT
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Oracle‟s Primavera Project Portfolio Management
Technology Overview and Vision May 2011
Dick Faris
Senior Vice President, Primavera GBU
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.
Safe Harbor Statement
Questions raised by Primavera Customers
• Why be acquired? Why not go public? Why Oracle?
How is it going at Oracle? Will Dick ever retire?
• Why Enterprise?
• Why emphasis on Web?
• What is the future of Client Server?
• Have you forgotten your traditional customers?
• Will there be a Saas version?
Oracle Primavera P6 Transformation
Single Project
Single User
Scheduling
Time
Multi-Project
Multi-User
Program Management
Enterprise PPM
ERP Integration
Role based, Web based
Enterprise Governance:
Workflow and ERP
Integrations
P6 as a Platform:
Complete EPPM for the Extended
Enterprise
Portfolio Management
P6 EPPM & P6 Professional
Risk Analysis
Complete enterprise project portfolio management for prioritizing, planning, managing and executing projects, programs, resources and portfolios – WHEN? HOW?
WHO? HOW MUCH?
Enterprise investment portfolio management software. Data entry forms for business case/investment; pair-wise comparisons; idea through benefit realization – WHAT?
Contract Management
Full lifecycle risk analytics solution integrating cost and schedule risk management; determines confidence levels for project success, contingency and risk response plans
– HOW SURE?
Change and document management, job cost and project controls solution for managing engineering and
construction projects – CHANGES?
Primavera GBU Products
5
Oracle Universal Content Management (or other content management system)
Business Intelligence / Analytics / P6 Reporting Database / Reporting
Business Process Management
User Productivity Kit
Portfolio
Management Budgeting / Planning
Evaluation and Selection Portfolio Rationalization
Benefits Realization
Oracle Primavera Solution Footprint
ERP Integrations: E-Business Suite, Peoplesoft, JDE, Fusion, SAP
Other Integrations (CRM, Contracts, GRC, Agile PLM, EAM)
Contract
Management
Risk Analysis
P6 Project Management
Risk Management Project Scheduling
Resource Management
Administration and User Management
• Built on combination of P6
Reporting Database &
Oracle Business
Intelligence (BI) Suite
• Provides out of the box
interactive dashboards
• Delivers a rich metadata
layer for ad-hoc
report/dashboard creation
by business users
What is P6 Analytics?
Project, Activity, and Resource Stars
Operational Data Store (ODS)
Primavera P6 Reporting Database
ETL Process
Primavera P6 Analytics
• Integrated Security • Multidimensional Calculation and
Integration Engine • Intelligent Request Generation &
Optimized Data Access Services
Oracle BI Server
• 80+ prebuilt, interactive
dashboard • P roject information model
(metadata) for Ad hoc analysis • Custom configured dimensions
Primavera P6 Enterprise Project Portfolio Management
Proactive Detection and Alerts
Disconnected Analytics
Ad-hoc Analysis
MS Office Plug-in
Reporting & Publishing
Interactive Dashboards
Smart Office Access Dashboards and Scorecards
Interactive Analysis
Drill anywhere visualization
Published Reporting
Page-Oriented, High Volume, Pixel-Perfect
Secure Integration with Microsoft Office Role-based and Personalized
P6 Analytics Benefits Any Interaction Style
P6 Analytics dashboard providing further
information on project performance
Oracle Corporation © 2010 . Confidential - Internal Use Only 26
Dashboards
Analyze performance for all projects
Briefing book captures „point in time‟ reports
for later reference
Oracle Corporation © 2010 . Confidential - Internal Use Only 30
Dashboard View: Performance Trends
• Capable of blending project data from multiple sources
• Manage by exception
• Best/Worst performing projects
• Over/Under Allocated resources for next X months
• Conditional formatting (Cell/text coloring and style)
• Resource Centric dashboards and views
• Deliver resource information in formats that make sense
to each role (e.g. Utilization percent for resources and
roles)
• Unique ‘slicing’ capabilities, pivoting, P3 matrix type
reporting
• Historic snapshots
P6 Analytics Complements P6 EPPM Key Differences
Oracle Corporation © 2010 . Confidential 18
Using P6 and Oracle Spatial Together
Using P6 and Oracle Spatial Together
Using P6 and Oracle Spatial Together
Using Primavera P6 and Oracle UCM
Together • UCM:
• Document management, Web content management, digital
asset management, records retention
• View, collaborate on or retire content
• Ensure all information is secure, accurate, up-to-date
• Primavera P6 v7:
• UCM documents accessed from and added to a project
AutoVue + Primavera P6
© 2010 Oracle Corporation
New P6 Workflow Portlet
PPM Business Process Automation
• If an activity has been added
• If project status changes
• If project code value changes
• If certain metric’s value
changes by more than x%
• If a baseline has changed
• If a resource should become
over allocated
• If activity feedback is added
• If a key milestone’s target
date is delayed by X weeks
• Request and grant P6 user access
• Staff resources for a project
• Perform tollgate milestone review
• Escalate issue to management
• Release risk contingency
• Accept scope change for schedule
re-baseline
• Collect tentative progress updates
from field
• Initiate new project proposal
P6 events Streamlining and extending P6-
specific processes
• Maintained centrally within P6 • Security (Users, Profiles, OBS)
• Admin Preferences
• Admin Categories
• User Preferences
• Templates and projects share common dictionaries
• Roles
• Resources
• Resource, Project, Activity Codes
• User defined fields
• Activity Step Templates
• Resource Curves
• Currencies
• Cost Accounts
Project Template help establish and share
best practices
Easily convert star projects into
templates & share across the enterprise
P6
BI Publisher provides robust web based
reporting & improves situational awareness
• Access & act on information quickly
• View, run and schedule reports within P6 EPPM
• Publish reports in multiple formats
• Multiple delivery methods
• Schedule & deliver reports automatically
• Ability to pass parameters
© 2010 Oracle Corporation
Enterprise Reporting
© 2010 Oracle Corporation
Enterprise Reporting
UPK – “Try It!” Mode
© 2009 Oracle Corporation
Review the details of risk scoring matrix
Learn by practicing in simulated environment with guidance
100% Web
EPS Functionality: Birds eye view of projects
Organize projects in programs, using multi level structures
• Tabular or Graphical timeline view of all projects
• Improves visibility, analysis, & reporting
• Group by multiple project attributes such as EPS, Portfolios, Project Codes, UDF’s, or dates.
• EPS hierarchy & Node management – Add/ Delete Project
Robust Activity View
Improved Collaboration & User Experience
Type Ahead to quickly find & assign attributes
• Email Views
• Send activity view links via email to communicate project information
• User Experience Enhancement
• Status activities view Calendar & Network view
• Type Ahead support
• Hover-over support for fields
• Personalization of toolbars
• Preview changes to activity views
Access all activity related information, including Issues & Risks
Resource Assignment View
© 2010 Oracle Corporation
Quick view to each
assignment‟s
calendar
Integrated Risk Management Module
• Risk Register
• Industry standard risk
identification & assessment
• Moves risk management out
of Excel & into the system of
record
• Risk Response Planning
• Create multiple response
plans with detailed actions
• Create an active risk
management feedback loop
• Manage Risks across multi-
projects
• Group and view risks across
multiple projects
Integrated Risk Response Planning
Schedule Checker improves project
schedule quality
Schedule check‟s 14 point assessment with
configurable thresholds Schedule check report
Requested customer improvements
• EPPM (Web)
• Type ahead in columns
• Preview formatting changes
• Customizable toolbars
• P6 Client
• Split screen views
• Customizable toolbars
• Page breaks on grouping bands
• Line numbers on printed layouts and reports
• Easier installation
• No requirement for administrator privileges
• Easy to push installs to large set of desktops
Both Vertical & Horizontal Split Screens
Customizable toolbars
Time-Scaled Logic Diagram in P6 Client
Performance and Scalability in Web
• Improvements over P6 v7
• P6 R8 can process 6 times as many transactions per second
• 20% improvement in Application server CPU utilization
• 40% improvement in Database server CPU utilization
• 25% improvement in summarization times
• 30% improvement in leveling times
• 70% improvement in scheduling times
• Loading Activities
• Version 6 – limit of 5,000 activities
• Version 7 – limit of 15,000 activities
• Version 8 – limit of 100,000 activities
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Dick Faris
Senior Vice President, Primavera GBU
Oracle's Primavera Enterprise Project Portfolio
Management Roadmap
Product Key Enhancements Planned
P6 Enterprise Project
Portfolio Management
• iPhone team member application
• Project planner, resource manager, team member,
and risk manager enhancements
• Real-time Reporting
P6 Professional • For small workgroups of heavy users, and for
disconnected super users
• Enhanced graphics and improved Risk Analysis
integration
Contract Management • BI Publisher 11g: modern, pixel-perfect forms and
report writer
• Introduction of Web Services
• P6-like User Interface
P6 Analytics • Compatible with P6 new releases
• New Risk dashboard
Portfolio Management
R9
• P6-like User Interface
• Configurable workflow
Planned Releases in FY 2012
What‟s Planned in P6 Professional R8.1
(Client)
• Enhanced Risk Register
• Timescaled Logic Diagrams
• Tabbed and Tiled Windows
• Customizable Menus and Toolbars
• Set Page Breaks on Grouping Bands
• Automatic Email Option for Reports
• Select Industry Type in Admin Preferences
NOTE: All capabilities and dates are for planning purposes only and may not be used in any contract.
P6 Professional –
Supports: stand alone and work groups
P6 EPPM – Includes: P6 Web and Optional Client
Planned P6 Configurations – 2 versions of the Desktop
Client
P6 PMDB
End Users using P6
Optional Client
End Users using
P6 Web client
P6 PMDB
End Users using
P6 Professional
End Users using
P6 Professional
End Users using
P6 Professional
Import/Export
Stand alone or
Offline mode for P6 EPPM
End Users
using P6
Professional
with local
database Local P6 PMDB
NOTE: All capabilities and dates are for planning purposes only and may not be used in any contract.
Planned Risk View in Client
NOTE: All capabilities and dates are for planning purposes only and may not be used in any contract.
Identify Risk Exposure start and end dates
Risk View shows list of all risks for open projects
Planned Risk View
NOTE: All capabilities and dates are for planning purposes only and may not be used in any contract.
Both Pre-Response and Post-Response
Thresholds can be set
Planned Risk Tab in Activity View
NOTE: All capabilities and dates are for planning purposes only and may not be used in any contract.
Planned Industry Option in Admin Preferences
NOTE: All capabilities and dates are for planning purposes only and may not be used in any contract.
P6 Team Member App for iPhone Planned Capabilities
• Comment on a task via email
• Email a photo related to a
task
• View tasks by project
• Specify expected finish date
• Incorporate calendar-based
unit/time logic on the device
• Communicate with others via
• Live updates only - initial
release
For Planners and Admin SuperUsers Planned Enhancements
• Improved integration between Primavera Risk Analysis
(Pertmaster) and P6 Professional
• Enhanced graphics • Add UDF Gantt Bars to support probabilistic schedule
• Re-designed Bars tab
• Line numbers
• Save to PDF
• Add Risk Category grouping to Project Risk View
• Enhanced filtering options for Activities, Assignments, Teams, EPS,
Portfolios
• Support MS Project 2010 XML format
• Include user preferences and toolbar settings when copying users
Planned Enhancements
• For Resource Managers
• Monitor resource over allocations
• Split and add assignments
• Search / view availability when staffing
• Improved Open Requests portlet
• For Team Members • Status updates via email
• Staging and approval of status updates
• Streamlined view of projects on the dashboard and for
updating assignments across projects
• Update via spreadsheet view
PMDB
extended
STAR
Services
Arbiter Project
Security
Resource
Mgmt
Enterprise
Dat
Summary
ODS
P6 Reports
extended
Views
P6 Analytics
Planned Enhancement: P6 Reporting Database
P6 Analytics and Business Intelligence
• Planned Enhancements
• Expanded P6 tables and views, with true hierarchies and
expanded project histories
• Support multiple P6 instances
• New KPIs and reports/dashboards
• Unlimited project, resource, activity codes
• Multi-currency support
• Row level security
Long Term Vision
• Verticalisation and customisation through Workflow
and Analytics
• Hosted solutions
• Incorporation of risk, contract management, and
portfolio analysis onto P6 platform
• Mobility – smart phones and tablets
• Social Networking