Oracle Projects

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Oracle Projects - Implementing Family Pack
M Gary Bach DARC March 12, 2007
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Background

• Implementation of Family Pack M for large
  Marketing /Hospitality Corp - with varied
  business lines
• Company has been in both Early Adapter (EA) and
  Strategic Implementation Partner (SIP) Program
• Reimplementation of Oracle Financials with the
  addition of Projects
• Full footprint of Projects Suite
• January 2007 Go Live

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New FPM Functionality
Projects coming out of the Back Office with FPM
PMI meets CPAs
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Implementation Considerations

• Realistic appraisal of Organizations Project
  Management Maturity
• Current State vs. Future State Processes
• Implementation Footprint Phased In vs. Big
  Bang Approach
• Change Management Project Management Processes
• Executive Buy-in and Commitment
• Learning Curve for Project Managers and Team
  Members
• Process Documentation Project Management
  Discipline
• Training Plan Both System and Non-System

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New FPM Functionality

• Requirements of Project Managers carry more
  weight
• Key New Functionality Used
• Program/Project Linkage
• Workplan/Resource Plan/ Financial Plan
  Integration
• Progressing of Workplan
• Deliverables
• Performance Reporting

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Implementation Considerations

• If you dont know where you are going any
  path will take you there

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Project Templates

• Multitude of Options
• Program vs. Project Templates
• Default Setups Project/Workplan/Financial Plan/
  Status Reports ..
• Work Breakdown Structure - Task Attributes
  Schedule
• User Defined Attributes (UDAs) vs. DFFs
  /Classifications
• Attributes at the Project and/or Program Level
• Planning Resource Lists
• Page Layouts Personalization's

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Workplan / Financial Plan Integration

• Considerations
• Shared vs. Non Shared WBS Options
• Generation Source of Financial Plans
• Resource Plan or Work Plan ?
• What version of Work Plan ?
• Bottoms Up vs. Top Down Options
• Budget Input Method

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MSP Integration
Considerations Integration with
Workplans

Organizational Expertise
Enlarging the
Technical Footprint

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Financial Plans

• Completely New Look and Feel in HTML
• Significant Additional Functionality/ Options
• Generation Options
• Planning Resource Lists
• Calculation of Cost and Revenue
• RUP 3 Changed the Precedence of Calculation
  Method

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Performance Reporting

• Project Status Inquiry on Steroids
• Significant Leap forward for Performance
  Reporting Capabilities
• Multiple Measurements / Page Layouts
• Exception Reporting
• Program Rollup Capability

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Project Performance Reporting
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RUP 3 Changes

• Three Key Functionality Enhancements
• Cascading Bill Rate Schedule
• Financial Plan - Calculation Precedence Change
• Simplify Planning Element Creation
• Also required as Post Rel 12 patch !

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Things I Know Now
(That I wish I knew then)

• The Magic Ten - Update Project Performance Data
  Errors
• Delete and Load Project Performance Data
  Processes
• HTML Process Performance Issues
• Budget Calculation Precedence
• Bill Rate Cascade
• Planning Resource Lists
• Task Schedule Options

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Schedule Options
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Conclusion

• Family Pack M has significantly changed the
  Landscape for Projects Implementation
• True Suite of Project Applications
• Greatly Increased the Options and Decisions
  required during an Implementation
• Increased the Business Process Changes that
  must be considered Organizational Readiness is
  key factor to Implementation Success
• Non System Business Procedures
• Documentation
• Adherence /Discipline

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Contact
Gary Bach Gbach_at_darc.com DARC
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