Oracle Primavera P6 Reporting & Analytics

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Stefano Lentini Oracle Primavera Senior Sales

Consultant

ANIMP Primavera Gateway and Analytics: Enterprise Project Management

Stefano Lentini, Principal Sales Consultant

Oracle Primavera Global Business Unit

Roma, 3 Dicembre 2013

Enterprise Project Management

Question: Where are my Project Data ?
Answer: Possibly everywhere !

ERP

CRM

PLM

Project
Mngt
Systems

Excel

Document
Mngt
Systems

Mail
Server

Others ?

Enterprise Project Management

Question: Are they Speaking Each Other ?
Answer: Possibly NOT !

ERP

CRM

PLM

Project
Mngt
Systems

Excel,
Word

Document
Mngt
Systems

Mail
Server

Others ?

Enterprise Project Management

Different systems for different scopes but there is a lot
to share...and for this a common taxonomy is needed.
This can be achieved through appropriate
Information building processes based on a Who
owns What approach.
After this it will be easier to set up an Enterprise
Project Management System where Business
relevant information are aligned and synched across
the entire IT ecosystem.

Oracle Primavera Approach

Oracle provides best-in-class capabilities for system
integration to the IT community (e.g. SOA Suite)
Primavera is fully aligned with Oracle Red-Stack
and provides various tools for secure Application
integration (API, Web Services)
But, while these capabilities gives to IT and System
Integrators the ability to create the necessary
interfaces, our Primavera Customers are requesting
us to provide Out-Of-The-Box Integration...so:

Primavera Gateway
Platform for Primavera integration with
external systems (ERP, PLM, EAM,)
Pre-build integrations and flows
Flexible, extensible, data exchange
Standard adaptor for SAP
Quickly build new integration adaptors
Easy to use GUI for data mapping and
synchronization
Transaction Audit and Error handling
Reduced TCO

Architectural Overview

Public API

SAP
Provider
EBS
Provider^
EAM
Provider^
JDE
Provider^
VCP
Provider^
Ventyx
Provider^

Primavera Gateway
Graphical User Interface
Configuration ; Role-based security; Ad-hoc
synchronizations; Monitoring

Integration Broker
Compare

Logging

Scheduling

Audit

Customizations

Industry-Specific Flows and Data Maps

Routine Maintenance; Shutdown and turnaround; Capital
Project

P6 Provider

Unifier
Provider*
Instantis
Provider*

Integration Synch Services

Non Primavera
Applications

Maximo
Provider^

R
I
M
A
V
E

R
A

* Not available in Primavera Gateway v1.0. Planned for next major version of Primavera Gateway
^ Not included in Primavera Gateway v1.0. Will be developed by partners after initial release of Primavera Gateway

Design integration through a User Interface

Data Dictionary, Data Mapping, Data Flows, Synchronization
definition

Common Integration Flows

Conceptual Object Data Map

ERP/EAM
Resource Dictionary
Project / WBS / Work Orders
Tasks / Operations

P6
Resource Dictionary
Project / WBS / UDF
Activities

Resource Assignments

Resource Assignments

Material Component

Activities / Assignment

Budget / Forecast

Budget / Progress

Actual Cost

Cost / UDF

Actual Hours

Actual Hours

Enterprise Project Management

Now that Project Data are consistent, referenceable
and synched between the relevant systems it is
possible to put everything together for Business
Intelligence purposes.
Enterprise Datawarehouse is something that
companies has struggled with in the last two decades
with the failure of many of these initiatives due to lack
of System Integration and complexity.

SW vendors started to produce their piece of

Datawarehouse and, with this modular approach, is
easier to succeed...

Primavera Reporting DB
Principles

Pre-configured Primavera data warehouse (star schemas)

Customizable and extensible
Populated at scheduled interval via the ETL process
Can take incremental historical snapshots for Trend Analysis
Organizes data for analytical processing and does not stop
transactional data input during analytical queries

Primavera P6 EPPM

Primavera Reporting Database

Transactional schema:
Optimized for read/write; has multiple joins.

Analytics schema:
Optimized for querying large datasets and
historical data..

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P6 Analytics
What is P6 Analytics?

Combination of P6
Reporting Database &
Oracle Business Intelligence
Suite
Provides 80+ out of the box
interactive dashboards
Delivers a rich metadata
layer for ad-hoc report &
dashboard creation by
business users
P6 Integrated security layer

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Interactive
Dashboards

Reporting &
Publishing

Primavera
P6 Analytics

Ad-hoc
Analysis

Proactive
Detection
and Alerts

MS Office
Plug-in

Oracle BI Server

Primavera P6 Reporting Database

Project, Activity, and

Resource Stars
ETL Process

Primavera P6 Enterprise Project Portfolio Management

P6 Analytics
Information Discovery - Gain Insight Quicker with Greater Visibility
Project analytics provides key
data presentations:

Determine if projects and

portfolios are on track
Identify projects that are
exceeding expectations or
are underperforming
Drill down for root cause
analysis

Spot trends and issues

before they escalate

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P6 Analytics
Turn Insight & Foresight into Action

Link back to Primavera P6

Enterprise Project Portfolio
Management from the Oracle BI
EE Plus Reporting Portal to view
and update projects and portfolios.

Primavera P6 Reporting Database is the

basis for Primavera P6 Analytics, turning
mass amounts of data into insights.

Analyzing

Reporting

Drill down, exception reports,

root-cause analysis,
multidimensional analysis

Detailed operational data

Sharing standardized reports

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Monitoring
Dashboards, scorecards
and alerts

Ad-hoc Analysis with P6 Analytics

Easy Creation of new Reports

Ad-hoc Analysis

pick data select layout analysis ready

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Enterprise Project Management

Question: are ALL Project information under control now ?
Answer: maybe NOT !
Contracts

Change
Requests

Requests
for Info

Submittals

Vendors
Communications

Issues

Incident
Reports

Punch
Lists

Meeting Minutes
and Action Items

Daily
Reports

Enterprise Project Management

Question: are these information logically connected ?
Answer: Sure... but HOW are managed?
Contracts

Change
Requests

Requests
for Info

Submittals

Vendors
Communications

Issues

Incident
Reports

Punch
Lists

Meeting Minutes
and Action Items

Daily
Reports

Primavera Unifier Issue Management

Primavera Unifier
Latest addition to the Primavera Suite that enables Organizations to Control Project Costs
and all Collaborative (internal and External) Activities through a powerful workflow engine

Capabilities
Web/Mobile, Cloud-based, Enterprise Project Portfolio
Management lifecycle solution

Configurable Business Process Automation to drive

business rules, accountability and visibility

Strong document management capabilities

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Manages across the organizations structure

Business Units, Contractors, Customers, etc.

Best in class Cost Control and Project Execution

capabilities

Powerful Dashboards and user-defined reports

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What is a Unifier Business Process?

Combination of Entry Forms and Workflow
Entry Forms can be different in each workflow
step based on the step owner data visibility
(different actors/companies can collaborate on
the same BP)
Entries Validation and rule-based workflow
routing (e.g. go to the CFO if change amount >
500k )
Total and partial expected lead time can be set
The forms can have Line Items (Data or Docs)
Business Processes can be put in relation each
other or nested (sub-Workflows) to create the
Network

What is a Unifier Business Process?

Each Actor is called to action via email and the
Task is added to his list.
Full Audit trail of approvals and data changes
facilitates resolution of claims and Vendor
evaluations
Integrated with Umail, an Unifier internal mail
system, used to track Project-based email
communications (a public email address is
created for each Project)
More than 60 standard Cost and Project
Delivery Business Processes already defined in
Unifier.

BPs can be created/modified by Business

Users via GUI (i.e. no SW Skills needed)

Primavera Unifier Change Management

Reduce Project Risks in terms of Delivery Dates and Margins Take Control of the change
throughout the project lifecycle

Capabilities
Specific business processes to capture Change Request
from different entities (Customer, Internal, Contractor)

Incorporate Approved and Pending Changes into the Cost

Worksheet to evaluate the impact on the possible Forecast

From the Worksheet drill down to the corresponding

transactions
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Transactions are workflow driven with predetermined

lead time and due dates

From any transaction see and navigate all related

objects (eg. The RFI that generated the Change, the
correlated Contract, see other Changes, Issues, etc.)

Highly Configurable to fit any Customer needs

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Primavera Unifier - Submittals

A specific, configurable, business process for document exchange between
Owners/Contractors/Vendors

Capabilities
Allows Web interaction between entities in a secure
environment

No needs for email, printing, manual markups, scanning.

Everything is done in an electronic format

Full traceability and audit of all process steps (lead time &
delays)
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Autovue solves the problem related to different file

format (especially CAD 2D, 3D) that cannot be read
without the native SW. No PDF conversion anymore

Task Management: every User is aware of his due dates

AutoVue is also able to take measures, explode
drawings and much more !
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Primavera Unifier Meeting Minutes & Action Items

Two Business processes, Meetings Minutes & Action Items working together to manage
Meeting outcome and monitor the progress of subsequent Actions

Meeting Minute

Action Items

RECAP...
Information Integration Primavera Gateway
Information Analysis Primavera Reporting DB & Analytics
Business Process Automation Primavera Unifier

Primavera Solutions Relied On By More than 5000

global enterprises
Engineering &
Construction

Public Sector

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Utilities, Oil & Gas

Manufacturing
Aerospace &
Defense

IT & High Tech

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 2013 Oracle Corporation All Rights Reserved

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