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Out of the Box: Project Reporting and Intelligence in 11i

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Over the last ten years, there has been a steady and continual ramping ... DBI is a quantum leap from BIS in terms of technical architecture and functionality ... – PowerPoint PPT presentation

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Title: Out of the Box: Project Reporting and Intelligence in 11i


1
Out of the BoxProject Reporting and
Intelligence in 11i
  • Brett Ford
  • fordbw_at_hotmail.com

2
Introduction
  • Over the last ten years, there has been a steady
    and continual ramping up of the out of the box
    reporting functionality for Oracle Projects.
    What was once very limited functionality has
    evolved into a diverse, complex, and robust array
    of reporting and intelligence options.
  • This presentation will attempt to clarify what
    is available and to provide tips to help maximize
    usage of the various options.

3
Overview
  • The evolution of Projects Reporting
  • An array of new features and options
  • Tips on how to best utilize
  • PSI
  • BIS
  • DBI

4
The Evolution of PA Reporting(or How we got to
where we are today)
  • Pre-Release 10.7
  • Standard Reports only
  • Release 10.7
  • Project Status Inquiry (PSI) GUI
  • Release 11, 11i
  • Business Intelligence System (BIS)
  • Release 11.5.9
  • Daily Business Intelligence (DBI)
  • Project Intelligence
  • Project Status Reporting

5
PSI
  • Aka Project Summarization
  • Aka Project Performance Reporting (11i.9)
  • PSI is based on concurrent processes which
    summarize Project Costs, Revenues, and Budgets
    for reporting purposes.

6
PSI (contd)
7
PSI On-Line Inquiry
8
PSI Views via Discoverer
9
Business Intelligence System (BIS)
  • Introduced in release 11 (BIS 1.2)
  • Enhanced/Expanded in release 11i (BIS.11i)
  • Major Components
  • Personal Homepage
  • Performance Management Framework (KPIs)
  • Web-based Intelligence Reports
  • Discoverer Workbooks and integrated End User
    Layer (EUL)

10
Project Intelligence in BIS.11i
  • Not its own Intelligence Area yet
  • A subcomponent of Financial Intelligence
  • Personal Homepage ? Available
  • KPIs ? None for Projects
  • Reports/Workbooks ? 4
  • Discoverer Business Area ? Available
  • Business Views ? 52

11
Personal Homepage
12
Discoverer Workbooks
13
Discoverer Workbooks (contd)
14
PA Business Views
  • Look for view names beginning with PABV (base
    views) or PAFV (full views) or PASUMMARY
  • Approx 1,000 PA views exist in 11i. Most of
    these are not included in the BIS EUL but many
    are useful.

15
Daily Business Intelligence (DBI)
  • Not to be confused with BIS
  • DBI is a quantum leap from BIS in terms of
    technical architecture and functionality
  • Requires apps 11.5.9 and rdbms 9iR2
  • Utilizes role based portals
  • Uses materialized views on top of base level
    summaries
  • Batch programs collect incremental data changes
    so that reports reflect current information

16
DBI Portal
17
DBI Key Features
  • Portal (replace Personal Homepage)
  • Role based intelligence
  • Flexible parameters
  • Pre-Built Portals and Portlets
  • Unified Dashboards
  • Drill down to specific details

18
Project Intelligence in DBI
  • Project Intelligence has broken free from
    Financial Intelligence and is now its own
    intelligence area
  • Available pages
  • Projects Profitability Management
  • Projects Operations management
  • Capital Projects Cost Management
  • Contract Projects Cost Management

19
Project Intelligence, contd
  • 19 KPIs across the business cycle
  • 41 html reports with drill down capabilities
  • Data security by org and by operating unit
  • Multiple dimensional analysis
  • Enterprise, Fiscal, and Project calendars
  • Enterprise and Functional Currency Reporting no
    more multi-org constraints!

20
Project Intelligence KPIs
  • Revenue
  • Cost
  • Margin
  • Margin
  • Capital Projects Cost
  • Capital Cost
  • Expense
  • Contract Projects Cost
  • Contract Projects Cost of Budget
  • Billable Cost
  • Billable Cost of Total Cost
  • Non Billable Cost
  • Bookings
  • Backlog
  • Book to Bill Ratio
  • Total Utilization
  • Billable Utilization
  • Available Resource Capacity Hours

21
HTML Reports
  • Projects Profitability
  • Actual Profitability
  • Forecast Profitability
  • Profitability Overview
  • Profitability Trend
  • Profitability Cumulative Detail
  • Profitability Detail
  • Projects Cost
  • Summary
  • Trend
  • Cumulative Trend
  • Detail
  • Capital Projects Cost
  • Summary
  • Trend
  • Cumulative Trend
  • Detail
  • Contract Projects Cost
  • Summary
  • Trend
  • Cumulative Trend
  • Detail
  • Projects Resource Availability
  • Available Time Summary
  • Availability Trend
  • Current Available Resources
  • Available Resources Duration
  • Availabe Resources Detail

22
HTML Reports (contd)
  • Projects Utilization
  • Resource Utilization and Availability
  • Utilization Summary
  • Utilization Trend
  • Actual Utilization
  • Actual Utilization Detail
  • Scheduled Utilization
  • Scheduled Utilization Detail
  • Expected Utilization
  • Expected Utilization Detail
  • Project Bookings and Backlog
  • Summary
  • Detail
  • Activity
  • Activity Detail
  • Source Trend

23
Project Status Reporting
  • Part of the Project Management product
  • New in PJ_PF.K (11i.8)
  • Enables Project Status Reporting and
    distribution/approval to project stakeholders
  • Not to be confused with PSI, which is being
    rebranded Project Performance Reporting
  • Confused yet?

24
Project Status Reporting
25
Reporting Ramp Up
26
PSI Tips
  • Incorporate running of the summarization process
    (PRC Update Project Summary Amounts) into the PA
    period processing cycles.
  • If runtime is too long, consider breaking up into
    multiple jobs (by range of project nos)
  • Train project managers to monitor projects via
    the PSI forms or Discoverer Reports

27
PSI Tips (contd)
  • PSI provides 30 columns by default. This can
    often be too much information.
  • Enhance user experience by eliminating
    unnecessary columns and re-naming columns.
  • Add calculations (i.e. Margin)
  • Remember that PSI Client Extension only applies
    to on-line inquiries, not Discoverer.

28
Useful PSI views for Discoverer
  • Super Views
  • PA_STATUS_PROJ_V
  • PA_STATUS_TASK_V
  • PA_STATUS_RSRC_V
  • WBS Summarization Views
  • PA_ACCUM_WBS_ACT_V
  • PA_ACCUM_WBS_REV_BGT_V
  • PA_ACCUM_WBS_COST_BGT_V
  • PA_ACCUM_WBS_CMT_V
  • Resource Summarization Views
  • PA_ACCUM_RSRC_ACT_V
  • PA_ACCUM_RSRC_REV_BGT_V
  • PA_ACCUM_RSRC_COST_BGT_V
  • PA_ACCUM_RSRC_CMT_V

29
BIS Tips
  • If you are on R11 or higher, BIS is available
    use it!
  • Map (via Profile Options) up to three class
    categories, three role types, and four budget
    types for Project Analysis workbooks.
  • Once the up-front DBA work is completed
    (generating the Discoverer EUL, etc) there are
    very few functional setup which must be
    performed.

30
BIS Tips (contd)
  • Project Performance report requires two
    concurrent requests to be run
  • PRC Update Project Summary Amounts
  • PRC Refresh OBIS Summary Amounts
  • Create and schedule a report set to run these
    processes at an ideal time.

31
DBI Tips
  • DBI requires 11.5.9 and RDBMS 9iR2. For most
    current 11i customers, this is a significant
    upgrade.
  • DBI Project Intelligence is significantly more
    robust than BIS and requires more functional
    setup considerations. Implementing of PJI is a
    project unto itself!

32
DBI Tips contd
  • Project Intelligence allows users to summarize
    data based on multiple period types and
    calendars. Be aware that enabling summarization
    of multiple period types and/or calendars can
    impact performance of the summarization process.

33
For more info
  • Metalink BIS Documentation Index (note 132624.1)
  • Projects PJ_PF.L (11i.9) Implementation Guide
    (part no B12389-01)
  • Projects 11i Implementation Guide (A82836-01)
  • Projects R11i Doc Matrix (note 230914.1)
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