1 / 19

Managing Projects using Oracle Project Management (PJT) & SPREADSHEETS

Managing Projects using Oracle Project Management (PJT) & SPREADSHEETS . Neeraj Garg Vice President, Client Services. A Project Manager’s World. Budget. Schedule. Resources. Management. Scope. Client and Vendors. Forecasts. Issues & Changes. Oracle Project Management (PJT). Project

soo
Download Presentation

Managing Projects using Oracle Project Management (PJT) & SPREADSHEETS

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Managing Projects using Oracle Project Management (PJT)&SPREADSHEETS Neeraj Garg Vice President, Client Services

  2. A Project Manager’s World Budget Schedule Resources Management Scope Client and Vendors Forecasts Issues & Changes

  3. Oracle Project Management (PJT) Project Initiatives Enterprise Integration Portfolio Management Sales Delivery Financials Project Management Resource Management Research HR Construction GlobalProject Repository Supply Chain Information Technology Sales Product Development Accounting & Operations Time & Labor Collaboration Marketing Documents Enterprise and Project Insight Personalized Role-Based Views

  4. Oracle Project ManagementAll Project Information in One Place

  5. PJT - Planning the Project Define Deliverables Define Work Breakdown Structure Define Dependencies Assign Resources Develop Workplan Schedule Review Workplan Costs • Define task details • Sequence tasks in hierarchy • Define task dependencies • Assign labor and non-labor resources to tasks • Identify dates, effort/quantity • Define outputs, such as items,documents, etc. • Integrate with 3rd party scheduling tool (i.e.. MSP) to schedule workplan Create Workplan • Review cost impact of resources on workplan • Review by WBS or Resource Breakdown Structure Review Resource Usage on Workplan Assign Known Resources Create Resource Requirements Staff Resources Requirements Project Team Assigned, Review Timeline Staff Project Team • Review aggregate need for resources based on workplan resource assignments • Assign named people to team • Obtain approval for provisional assignments(PJR) • For unknown resources, create resource requirements to be staffed • Search resource pool, manage candidates, assign resource resources to open reqts (PJR) Define Financial Breakdown Structure Generate Budget Adjust Budget Publish Workplan Submit & Approve Budget • Define tracking of financials for the project in financial breakdown structure • Can be shared with WBS, or separate • Generate based on Workplan Resources or Project Team Reqmts/Asgmts • Adjust/override generated lines • Add contingency & other manual amts • Plan in multiple currencies • Submit budget for approval • Automatically notify all team members of published workplan Create Budget

  6. PJT - Executing & Controlling the Project Enter Progress Against Tasks Enter Deliverables Progress Review Progress for Task Review Progress Against WBS • Enter time, actuals against tasks, ETC or estimated dates • Enter or process actual costs for non-labor resources • Enter % complete, date, status, etc. • Report completion of actions against deliverable • Review progress for task, deliverables, work qty’s • Override derived progress • Roll progress up all tasks of the WBS • Override progress number at any level of WBS Collect Progress Track & Resolve Issues Capture Changes Update Workplan Based on ETC Update Schedule Update Team Schedules Manage Issues & Changes Update Schedule • Improved UI to manage project issues • Automatically implement cost/revenue impact to financial plan • Apply latest progress to new workplan version • Use MSP to update task dates • Push info back into Oracle for further analysis and planning • Based on new task dates, extend resource assignment duration, request new resources, or reassign tasks Generate Forecast Review Forecast Submit & Approve Forecast Re-publish Workplan • Automatically generated from multiple sources to derive ETC • Override system-generated forecast • Review forecasts and do mass adjustments by RBS or WBS • Compare different versions Create & Update Forecast • Submit forecast for approval • Automatically notify all team members of revised schedule and forecast

  7. PJT - Managing Project Performance Review Overall KPI’s Review Detailed Project Performance Review Key Performance Areas Monitor Exceptions Send Status Reports Monitor Performance • Review total project costs, revenues, effort, billing, earned value • Review traffic light indicators for overall exceptions • Review by task in financial breakdown structure, resource in RBS, period, etc. • Drill down to transaction level for costs • Set up and review performance scores • Set up thresholds for exceptions • Configure e-mail notifications for exceptions • Publish status report including performance information

  8. PJT Key Issues– Complexity and Usability

  9. Solution: Spreadsheets • Project Managers need easy-to-use tools that still deliver complex functionality… • Spreadsheets are the PM tool of choice • Easy to use • Easy to create and maintain • Don’t require connectivity • Convenient to use while on-the-go (e.g. in meetings) • Updatable in real-time • They are ubiquitous

  10. Requirement 1 from E&C: One Spreadsheet for WBS and Budget Entry

  11. Requirement 2: Actuals, ETC and Progress

  12. Spreadsheet Interface: Enabling PJT Functions for PMs in E&C

  13. Spreadsheet Interface for Professional Services • Workplan, Budget and Staffing Plan in one worksheet

  14. Spreadsheet Interface for Professional Services • ETC, Submitting Forecast, Resource Assignments

  15. Spreadsheet Interface: Enabling PJT Functions for PMs in PSA Many Oracle Forms V/S aQuantive/PBS&J Example vs.

  16. Spreadsheet Interface Demo

  17. Other Possibilities with Spreadsheet Interface Enables creation and maintenance of all aspects of a Project • Project Status Overview • Project Details • Tasks and Deliverables • Budget • Review Detailed Charges • Forecasts • Invoices • Issues • Changes • Client Status Reports

  18. Implementation Process • Define Business Process Flow for Project Managers • Map the steps in the process flow to Oracle Project Management Functions • Layout spreadsheets for the business functions needed keeping in mind how the PMs work • Embellish spreadsheet with formulas and macros to display information needed and for ease of use • Identify Public Views and APIs for each function • Identify security requirements for end users • Who has access to which functions and on which projects • Hook up the spreadsheet to the back end

  19. Questions & Answers Project Partners, LLC.info@projectp.com650-612-7200

More Related