oracle‟s primavera project portfolio management technology

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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 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


Enterprise Reporting

UPK – “Try It!” Mode


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


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



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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


• 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


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


Planned Risk View in Client


Identify Risk Exposure start and end dates

Risk View shows list of all risks for open projects

Planned Risk View


Both Pre-Response and Post-Response

Thresholds can be set

Planned Risk Tab in Activity View


Planned Industry Option in Admin Preferences


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

email

• 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

oracle‟s primavera project portfolio management technology

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