You are on page 1of 26

Oracle Project

• Oracle Project Execution Management.
Portfolio • Oracle Project Financial Management.

Table of Contents
• Introduction
• Overview of PPM
• Overview of Project Execution Management
• Project Management Solution
• Resource Management Solution
• Task Management Solution

enabling efficient and effective project management while ensuring smarter business decisions based on a single source of project truth. Introduction • Oracle Project Portfolio Management Cloud is a complete and integrated solution which dramatically improves the way project-driven organizations work. Oracle Fusion Project Portfolio Management Cloud Services include the applications as shown in the diagram: .

Oracle Project Portfolio • Oracle Project Execution Management. Management .

Project • Project Management Execution • Resource Management Management • Task Management comprises of: .


. time schedules and then propose the resources to Project Managers and if acceptable the Project Managers can accept the resources. Project Execution Management comprises of : • Project Management Solution: Allows user to comply with organization requirements as far as Planning And Scheduling activities is concerned by creating Workplan. Execution • Resource Management Solution: Provides the flexibility to initiate resource Management requests. Financial Tasks and Milestone Tasks. This Project includes Workplan Task. Resource Managers will have the flexibility to evaluate the availability of the resources based on skills. This ensures that the best and capable resources are working on the Project.

issues and activities happening in a project by using Oracle Social Networking. . • Task Management Solution: Task Management Solution enables organization to manage all work and related interactions in a consolidated place. Management Team Members will get the flexibility to collaborate with other team members in terms of sharing concerns. no longer have to track administrative and Execution project work in different places. Project Team members challenged by the quantity of task they own. Both these type of task will be managed at a single place.

the homepage looks like this. .When the user access the Project Execution Management.

. PEM can be implemented as a Coexist Solution with on premise application like JD Edwards. So planning activity will be done in Cloud Application Solutions. financial tasks and then capture costs and interface back to Cloud Solution. complete planning activity.r. Resource Management.t. where as all financial aspects of the project can be managed in E-Business Suite.Project Execution Management (PEM) can be implemented as a Standalone Solution using Planning and Scheduling. The data in such case will flow not only with in the application in PPM Cloud Solution but across applications in other solutions as well. PEM can be implemented along with Project Financial Solution as a Integrated Solution along with Financial. Task Management solution on Cloud Platform. Based on the information a Project will be created in E-Business Suite w. So a Project will be initiated in PEM Solution. Procurement. Peoplesoft etc. assign resources in PEM and then interface the information to E- Business Suite.. This implies that we are referring to Project Execution in terms of co-existing with on premise products. Supply Chain.

• e. while raising a Purchase Order in Procurement solution there is an option to enter POET Details. anywhere using tablet/phone by every user in the organization with respect to the transaction or analysis they want to perform within the applications .g.• Project Portfolio Management is one part of the Cloud Application and works closely with other Cloud solutions and this is considered as Cloud to Cloud integration. • Access information from any device anytime. These Procurement Costs are tracked as commitment costs in Projects Solutions • Similarly utilization of the employee details maintained in the HCM solution in the PPM solution.

Solution . on project and accelerate the project delivery by optimizing the resource Project management and staffing and providing intuitive project and task management tools for Project Execution Manager and Team Members. Overview • Assign Deliverables and Requirements (Contd) . It also involves establishment of Task Dependencies. • Project Execution Management enables the organization to execute. • Create a project with basic tasks structure (Financial. • Schedule Work based on the Dependencies created above. Management Milestone and Workplan Task) depending on requirement.

) . initiate conference facility. Overview (Contd. Execution • Task Management Capability includes capturing progress on the task that have been assigned to the Management resources. It also includes Team Collaboration using Social Networking Solution where resources can share information with other team members using Solution . • Assignment of Resources by initiating resource requirement request. Based on that the Resource Manager will identify and propose the resource and based on which the Project Manager will confirm Project whether the resources proposed will be a confirmed resource on the project or not.

Generate Revenue and Manage Invoice can be Management started from Project Financial Solution. • Once the create a project with basic tasks structure activity is done and ready to execute the project including capitalization cost/billing or generating revenue then Project can be enabled for Financials. Solution . Project So this way the Project Execution Management will Integrate with Project Financial Management Execution solution. Once Project is enabled for Project Financial Management then further activities like Capturing Cost.

This allows compliance with requirement of org as far as planning and scheduling of work is concerned. Three basic activities which can be performed in PEM. (Contd.) . Project Management capabilities to all Solution individual in an enterprise who are required to manage project based work. The Project Execution Management solution bring together the core process Project for Project development which are: Management • Project Management extends Project Planning. Project Scheduling. These activities can implemented independent of Project Financial Management.

This help in Management identifying the best fit resources are identified and allocated to a project. Resource Resource Management enables organization to optimize the resources employed in organization. . This will draw customer appreciation Solution as a result of better delivery.

Solution • Team members will get the flexibility to collaborate with other team member in term of sharing concern. Team member challenged by the quantity of the work they own no longer have to track Management administrative and project work in diff places because all task are placed and updated in the single place. . issues and any other activity in context of a Project using a solution called Oracle Social Network. • Task Management enables organization to manage all work and related interaction in a consolidated Task place.

• Enables configuration of workday patterns to represent a collection of one or more shifts over a number of days . • Configures Project Shift to represent a time period that determines how many hours employees work in a day.Project and Resource Calendars • Project Execution Management also defines the Calendars to assign project and resources to establish work schedules.

• Question that must be answered to set up Calendars are: • How many hours do you work in a day ? Project and • What is your standard working days in a Resource week ? • Do you have holidays or planned days off ? Calendars • What projects or resources use this schedule ? .

Resources . • The second process is. This will Enterprise allow the resource usage in the Project and Task. Resource • Project Enterprise Labor Resources can be created in two ways • Automatic Management • Manual In Automatic process there are 2 possibilities. This allows to convert the HCM employee records to Project Enterprise Labor Records. in which a process called ‘Import HCM Person as Project Enterprise resources’ Labor from Manage Project Provisioning Page is executed. – Create • In first process Enterprise Labor Resource Maintenance Conditions are defined and then Project process Maintain Project Labor Resources is submitted.

request user account and assign enterprise roles to resources from ‘Manage Project User Provisioning page’. by creating two separate expense resources. So project enterprise Labor expense resource can be used to manage expense type resource. or they can be created based on an existing expenditure type. the Project User are created and Resource updated.g. In Manual process also there are two possibilities: • In Manual mode. Management • In another option user can create an expense – Create resource independent of expenditure type. that can be assigned to a project/task e. Cell phone expense can be tracked separately Resources from the home phone expense. Project • Basically the concept of expenditure type is used in Enterprise the context of Financial Management and we are using the expenditure type to classify the nature of expense charged to a project. .

Create Project Implementation Administrator • In application there are different types of roles that needs to be assigned to a user like Job Role or Abstract Role. line manager etc. • Job Role represent a job that a user needs to perform like Project Accountant. • An Abstract role is a role an employee gets to perform basic activity in the capacity of an employee e. • At the initial level some consultants are hired to make some setup in the application. Since they are not employees of the organization they will not be granted Abstract Roles like Line Manager etc. . an employee.g. Project Manager etc. so they are granted some job role. Navigation: Setup and Maintenance Project Execution Management Offering Setup Project Execution On this page we can either search an existing user account or create a new user account.


• Report Progress on the tasks and mark tasks as started. • The progress which is reported is updated on the project plan so that Project Managers can see the latest project progress. in progress or completed. management activities using Manage Task Page from Team Member Dashboard. . • Propose to change task efforts and dates. Task • Review and manage deliverables on tasks. to do tasks. • Task Management can be used to carry out the below set of activities: • Review the project tasks. milestones and action items. Management • Team members can perform detailed task.

Task Page can be used for the following activities: • Review the list of tasks in the Tasks Section and notice tasks that need immediate action • Enter detailed information about the task including marking it as started or completed • Propose to change the Task Dates and review with the Project Manager. • If required Transfer a task to another Team Member by assigning them as an Owner. . • Use Social Network to collaborate with other team members regarding work remaining on tasks assigned to them. Usage of Task • Create Non-Project Tasks to track others to-do items • Add other Team Members as followers to Tasks that Page are relevant to them.

Thank You .