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Oracle Project

• Oracle Project Execution Management.


Portfolio • Oracle Project Financial Management.
Management
Table of Contents
• Introduction
• Overview of PPM
• Overview of Project Execution Management
• Project Management Solution
• Resource Management Solution
• Task Management Solution
Introduction
• Oracle Project Portfolio Management Cloud is
a complete and integrated solution which
dramatically improves the way project-driven
organizations work, enabling efficient and
effective project management while ensuring
smarter business decisions based on a single
source of project truth. 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:
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. This
Project includes Workplan Task, Financial Tasks and Milestone
Tasks.
Execution • Resource Management Solution:
Provides the flexibility to initiate resource
Management requests. Resource Managers will have the flexibility to
evaluate the availability of the resources based on
skills, time schedules and then propose the resources
to Project Managers and if acceptable the Project
Managers can accept the resources. This ensures that
the best and capable resources are working on the
Project.
• Task Management Solution:
Task Management Solution enables organization to
manage all work and related interactions in a
consolidated place.
Project Team members challenged by the quantity of task
they own, no longer have to track administrative and
Execution project work in different places. Both these type of task
will be managed at a single place.
Management Team Members will get the flexibility to collaborate
with other team members in terms of sharing
concerns, issues and activities happening in a project
by using Oracle Social Networking.
When the user access the
Project Execution
Management, the homepage
looks like this.
Project Execution Management (PEM) can be implemented as a Standalone Solution using Planning and Scheduling,
Resource Management, Task Management solution on Cloud Platform.
PEM can be implemented along with Project Financial Solution as a Integrated Solution along with Financial, Procurement,
Supply Chain. 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 as a Coexist Solution with on premise application like JD Edwards, Peoplesoft etc.. This implies that
we are referring to Project Execution in terms of co-existing with on premise products. So planning activity will be done in
Cloud Application Solutions, where as all financial aspects of the project can be managed in E-Business Suite. So a Project will
be initiated in PEM Solution, complete planning activity, assign resources in PEM and then interface the information to E-
Business Suite. Based on the information a Project will be created in E-Business Suite w.r.t. financial tasks and then capture
costs and interface back to Cloud Solution.
• 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.
• e.g. while raising a Purchase Order in Procurement solution there is an option to enter POET Details. 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.
• Access information from any device anytime, anywhere using tablet/phone by every user in the organization
with respect to the transaction or analysis they want to perform within the applications
• Project Execution Management enables the
organization to execute, 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.
• Create a project with basic tasks structure (Financial,
Management Milestone and Workplan Task) depending on
requirement. It also involves establishment of Task
Dependencies.
Solution - • Schedule Work based on the Dependencies created
above.
Overview • Assign Deliverables and Requirements

(Contd)
• 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.
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 - initiate conference facility.

Overview
(Contd.)
• 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.
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, Generate Revenue and Manage Invoice can be
Management started from Project Financial Solution.

Solution
Three basic activities which can be performed in PEM.
These activities can implemented independent of
Project Financial Management. The Project Execution
Management solution bring together the core process
Project for Project development which are:

Management • Project Management extends Project Planning, Project


Scheduling, Project Management capabilities to all
Solution individual in an enterprise who are required to manage
project based work. This allows compliance with
requirement of org as far as planning and scheduling of
work is concerned.
(Contd.)
Resource Resource Management enables organization to optimize
the resources employed in organization. This help in
Management identifying the best fit resources are identified and
allocated to a project. This will draw customer appreciation
Solution as a result of better delivery.
• Task Management enables organization to manage
all work and related interaction in a consolidated
Task place. 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.
Solution • Team members will get the flexibility to collaborate
with other team member in term of sharing concern,
issues and any other activity in context of a Project
using a solution called Oracle Social Network.
Project and
Resource
Calendars
• Project Execution Management
also defines the Calendars to
assign project and resources to
establish work schedules.
• Configures Project Shift to
represent a time period that
determines how many hours
employees work in a day.
• Enables configuration of
workday patterns to represent
a collection of one or more
shifts over a number of days
• 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 ?
Resource • Project Enterprise Labor Resources can be created in two
ways
• Automatic
Management • Manual
In Automatic process there are 2 possibilities.
– Create • In first process Enterprise Labor Resource
Maintenance Conditions are defined and then
Project process Maintain Project Labor Resources is
submitted. This allows to convert the HCM employee
records to Project Enterprise Labor Records. This will
Enterprise allow the resource usage in the Project and Task.
• The second process is, in which a process called
‘Import HCM Person as Project Enterprise resources’
Labor from Manage Project Provisioning Page is executed.

Resources
In Manual process also there are two possibilities:
• In Manual mode, the Project User are created and
Resource updated, request user account and assign enterprise
roles to resources from ‘Manage Project User
Provisioning page’.
Management • In another option user can create an expense
– Create resource independent of expenditure type, or they
can be created based on an existing expenditure
type.
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. So project enterprise
Labor expense resource can be used to manage expense
type resource, that can be assigned to a project/task
e.g. Cell phone expense can be tracked separately
Resources from the home phone expense, by creating two
separate expense resources.
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.
• Job Role represent a job that a user needs to perform like Project Accountant,
Project Manager etc.
• An Abstract role is a role an employee gets to perform basic activity in the capacity of
an employee e.g. an employee, line manager etc.
• At the initial level some consultants are hired to make some setup in the application,
so they are granted some job role. Since they are not employees of the organization
they will not be granted Abstract Roles like Line Manager etc.
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.
• Task Management can be used to carry out the below set
of activities:
• Review the project tasks, to do tasks, milestones and
action items.
• Report Progress on the tasks and mark tasks as
started, in progress or completed.
Task • Review and manage deliverables on tasks.
• Propose to change task efforts and dates.
Management • Team members can perform detailed task.
management activities using Manage Task Page from
Team Member Dashboard.
• The progress which is reported is updated on the
project plan so that Project Managers can see the
latest project progress.
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.
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.
• 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.
Thank You

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